Improving Case Management Practices

• Begin with the End in Mind - manage by objectives, (annual, monthly, weekly for referrals, active cases, closures, track caseload budget)

• Have a Plan – Work the Plan (Be Systematic & measure your progress)

• Know & follow state agency mission, policy

• Keep checklist of requirements for each status

• Time management – control your time rather than let time control you (appointments, meetings, conferences, paper work is clear & concise, Tickler system to monitor cases)