Casework skills for prevention and advice services
Learn the key skills you need to manage your caseload effectively.
Course summary
This course covers effective caseload management skills. You’ll learn how to set realistic targets, identify deadlines, and overcome the difficulties associated with long-term casework.
You’ll learn how to overcome issues around shared work on case files, the importance of note taking, and the effective closure of cases.
Course information
Level: Introductory (Level 3)
Live webinar
- Available for: Individuals, groups
- Duration: Half day
- CPD points: 3
Face to face training
- Available for: Groups
- Duration: One day
- CPD points: 6
Individual bookings
| Date | Duration and time | Delivery and location | Cost Eligibility and discounts | Book Booking guidance |
| Wednesday 19 March 2025 | Half day 1:30pm – 4:30pm | Webinar | £110+VAT | £100+VAT | Book |
| Wednesday 11 June 2025 | Half day 9:30am – 12:30pm | Webinar | £110+VAT | £100+VAT | Book |
What this course covers
Face to face and webinar training includes:
the skills of an effective adviser
identifying and agreeing priority tasks with clients
key stages in the case management process
managing barriers to casework progression
working towards outcomes and case closure
What you'll learn
At the end of this training, you'll be able to:
understand prevention and advice work
develop good practice when recording case notes and information
Who this training is for
You might be a homelessness officer, adviser, or in another role where you provide casework.
Continuing Professional Development
Gain points towards your professional development from the CPD Certification Service with Shelter training and events.
