Templates
Social Work
Engagement Process in Social Work
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Engagement Process in Social Work

Explore the comprehensive process of engagement in social work; from initial client contact and rapport creation to intervention planning and progress monitoring.
1
Establish initial contact with the client
2
Schedule meeting with client
3
Prepare for the initial meeting
4
Conduct the initial face to face meeting
5
Identify client's needs and concerns
6
Approval: Client's initial needs and concerns
7
Establish rapport with the client
8
Provide information about available services and processes
9
Determine client's eligibility for services
10
Approval: Client's eligibility decision
11
Develop an initial intervention plan
12
Establish goals with the client
13
Approval: Initial intervention plan
14
Discuss responsibilities and expectations with the client
15
Obtain client's consent for engagement process
16
Document the engagement process
17
Schedule follow-up meetings
18
Approval: Engagement process documentation
19
Implement intervention plan
20
Monitor progress and adjust intervention plan as needed