Review client progress and outcomes

How can the client’s progress or outcomes be reviewed effectively in accordance with organisational procedures?

It is usually a good idea to talk to other people who are involved with your client. ‘Significant others’ usually refers to people who have involvement with the client now or in the past. A significant other can be a parent, teacher, childcare worker, probation officer, foster carer or social worker.

This person may assist in helping to identify the immediate needs of the client because of the relationship they have with them. It is important to network (discuss or communicate) with these people to assist in establishing a clear picture about the needs of the client. This may mean attending a case conference, where the people involved with the client get together and talk about what action they are going to take to help the client.

It is important that you identify who else may be working with your client. If you need to discuss your client’s needs with other workers, make sure you have your client’s permission to do so. Roll your cursor over the graphic below to show other significant people who could be involved with your client.


Talking with other people can help you make some decisions about the types of support resources that need to be put in place, or changed, to meet your client’s current needs.

It is the case manager’s role to negotiate these with the client and the team members and to ensure that all those involved are clear about them and agree that they are appropriate for measuring the steps along the way to reaching each set goal.

Identify the processes that monitor progress towards the achievement of the client’s goals

Working with clients to meet their goals and monitoring their progress is a continuous process; it is therefore very important to have established indicators in place against which you can measure this progress.

The case manager needs to establish processes for monitoring which are known and agreed to by the team members, so that everyone is clear and committed to them. Written agreement is preferable, although verbal agreement (in the case meeting) is often sufficient.

Through consistent monitoring, the worker and the case manager can determine:

  • whether the goals are being achieved
  • whether they are being achieved in the timelines
  • whether there is a failure to achieve the goals
  • what needs to be changed to meet the client’s situation (e.g. the goals themselves, or the steps to meet those goals).
Last modified: Wednesday, 5 December 2018, 3:36 PM