Course Title: Conduct assessment and planning as part of the recovery process

Part B: Course Detail

Teaching Period: Term1 2015

Course Code: OHTH5775C

Course Title: Conduct assessment and planning as part of the recovery process

School: 365T Global, Urban & Social Studies

Campus: City Campus

Program: C5318 - Diploma of Community Services (Alcohol, other drugs and mental health)

Course Contact : Xenia Girdler

Course Contact Phone: +61 3 9925 4660

Course Contact

Name and Contact Details of All Other Relevant Staff

Iren Citler


Nominal Hours: 40

Regardless of the mode of delivery, represent a guide to the relative teaching time and student effort required to successfully achieve a particular competency/module. This may include not only scheduled classes or workplace visits but also the amount of effort required to undertake, evaluate and complete all assessment requirements, including any non-classroom activities.

Pre-requisites and Co-requisites


Course Description

This course describes the knowledge and skills required by those working with people with mental health issues to conduct necessary assessments and support participation in the assessment process.

National Codes, Titles, Elements and Performance Criteria

National Element Code & Title:

CHCMH404B Conduct assessment and planning as part of the recovery process


1.Prepare for intake assessment

Performance Criteria:

1.1 Work collaboratively with the person being assessed to determine possible impact that an assessment might have on them
1.2 Organise an appropriate time and a safe, suitable and comfortable environment for the assessment
1.3 Inform person of the purpose and process of the assessment and confirm their understanding
1.4 Obtain consent from the person where required by organisation policy and procedure
1.5 Confirm the appropriateness of the nature of assessment to the assessment purpose


2.Conduct intake assessment

Performance Criteria:

2.1 Determine person's needs and choices based on appropriate assessment tools and/or processes according to organisation policy and procedures
2.2 Identify requirements for assessment of person's mental state outside job scope and refer to an appropriate mental health professional in a timely manner
2.3 Comply with the organisation's guidelines when conducting the assessment
2.4 Work collaboratively with the client to ensure the assessment is fair, ethical and objective, whilst reflecting the client's perspective and preferences
2.5 Observe the person's level of comfort with the assessment process and suspend assessment, if necessary
2.6 If any risk of harm is identified, take steps to ensure safety of client and self and refer to an appropriate authority in a timely manner
2.7 Record assessment results and prepare and file assessment report according to defined guidelines and organisation policy and procedures



3.Facilitate collaborative planning process

Performance Criteria:

3.1 Use assessment results as a basis for identifying available service and/or referral options
3.2 Explain the purpose of the planning process and discuss the importance of planning collaboratively
3.3 Discuss different planning options with the person to select the most appropriate planning option
3.4 Work with the person to determine their readiness for the development of activities to support a recovery plan
3.5 Work with the person to determine stakeholders to be included in the planning process and the logistical requirements of planning
3.6 Identify and organise necessary background material and provide to relevant stakeholders


4.Develop a recovery plan

Performance Criteria:

4.1 Conduct planning session in a manner that respects the person as their own expert, fosters their strengths and promotes their participation, giving them control of their lives
4.2 Work collaboratively with the person to determine their goals for recovery and elements of risk that may be associated with achieving them
4.3 Work collaboratively with the person to identify strategies to achieve identified goals and remove or reduce identified risk
4.4 Clearly record the planning activities and document plan as a basis for evaluation of its effectiveness
4.5 Provide feedback on outcomes of the planning process to relevant stakeholders


5.Facilitate ongoing relevance of service activities to the recovery plan

Performance Criteria:

5.1 Provide information and training to assist the person to monitor their plan
5.2 Respond to reports of variation in the person's circumstances that could affect the support requirements
5.3 Work collaboratively with the person and relevant others to make any required adjustments to the plan


6.Complete documentation

Performance Criteria:

6.1 Comply with the organisation's reporting requirements in relation to assessment and planning processes
6.2 Complete documentation according to organisation policy and protocols
6.3 Maintain documentation in a manner consistent with reporting requirements
6.4 File documentation according to organisation policy and protocols

Learning Outcomes

By completing this course you will have acquired the competencies required to undertake assessment and planning with a complex care client.

Details of Learning Activities

The course is made up of a mixture of:
•workshops - facilitated by leading industry experts,
•small-group peer review exercises
•simulated role plays

This range of learning and assessment methods is a deliberate attempt to harness and utilise your diverse skill base and current capacity to work in the sector. Guest facilitators and speakers will be brought in from a wide range of disciplines and service areas to enhance your learning. Areas to be covered will include: clinical and non-clinical assessment and management, culturally sensitive practice, counselling and support, forensic services and pharmacotherapy. There will also be opportunities for you to share your knowledge and expertise via small group work and larger group presentations. Trainers and facilitators will be required to draw on the wide-ranging skills and expertise of the leaner group – thus ensuring material is relevant and meaningful.

Teaching Schedule

Workshop 6Prepare and conduct intake assessment
Workshop 7Facilitate collaborative planning with client
Workshop 8-9Monitor plan and document

All workshops are 3 hours in length and are held once a week in the evening. Workshops specifically examining working intensively with clients are spread out across the year however you can expect workshops indicative of the above to be held. A detailed workshop schedule will be given to you at your first class.
Learning Resources

Learning Resources

Prescribed Texts


Other Resources

Learning resources such as course reading and course references will be provided to all students via their program folders and also placed within the blackboard site as required.

Overview of Assessment

This course will be assessed via a number of class based and work-integrated tasks. To be deemed competent in this course you will be required to demonstrate your skills knowledge and attitude through a major, staged case study. Each stage will require you to complete a number of tasks relating specifically to assessment and planning. You will be reviewed at each stage by your peers and Teachers and assessors. In conjunction with this you will be required to undertake a number of in-class role plays in order to demonstrate your skills in case management, assessment and planning

Assessment Tasks

All assessments within this course are designed to complement learner’s work within the community services sector.
There are four major assessment tasks which meet the critical aspects of the nineteen (19) units of competency which make up the Diploma of Community Services. All assessments within this course are designed to complement learner’s work within the community services sector.
1: Case study

Throughout the duration of the Diploma, you will be working with a case study client who presents with a variety of complex care needs. At each phase, you are required to engage in an intensive peer review and reflective practice session based on your case management with the client. This is documented and provides an opportunity to give and receive feedback on identified opportunities for improved practice.
To be marked as competent in this course you must:

Demonstrate high-level judgement and autonomy required to effectively work with people with complex and/or multiple issues
Select and apply assessment tools appropriately
Identify and manage risk (including self-harm and suicide)
Provide opportunities for meaningful consumer and carer engagement
Make whole life assessments
Work within a recovery focused framework
Apply relevant monitoring and review techniques

2. Research Project:
You will undertake a research activity to provide evidence to support your choice of underpinning principle of practice. You will be required to explore how it is applied when working with clients who experience both AOD (Alcohol and Other Drug) and Mental Health issues. You will be required to identify opportunities for the implementation or change within the current professional practice and apply these principles to your work with your case study.
3. Health promotion:
You will be required to design a health promotion campaign reflecting an evidenced-based-need relating to complex care/dual diagnosis in your community of interest.
4. Final Case Study presentation
During the final weeks of the course you will be required to give a final case-plan presentation to your learner group and a panel of industry experts. Your ability to reflect and change your practice to suit the needs of the client will be examined and assessed.

Assessment Matrix

This program in delivered in accordance with competency-based assessment, grades include:

CA: Competency Achieved
NYC: Not Yet Competent
DNS: Did Not Submit for assessment


Other Information

Cover sheet for Submissions
You must include a completed submission coversheet for every piece of submitted work, including online submissions. This signed sheet acknowledges that you are aware of the plagiarism implications.

Academic Integrity and Plagiarism
RMIT University has a strict policy on plagiarism and academic integrity. Please refer to the website for more information on this policy.
Academic Integrity:;ID=kw02ylsd8z3n

It is strongly advised that you attend all sessions in order to engage in the required learning activities, ensuring the maximum opportunity to gain the competency.

You will receive verbal and written feedback on your work. This feedback also includes suggestions on how you can proceed to the next stage of developing your projects.
Student feedback at RMIT:;ID=9pp3ic9obks7

Student Progress
Monitoring academic progress is an important, enabling and proactive strategy to assist you to achieve your learning potential.
Student progress policy:;ID=vj2g89cve4uj1

Special consideration policy (late submissions)
All assessment tasks are required to be completed to a satisfactory level. If you are unable to complete any piece of assessment by the due date, you will need to apply for an extension.
Special consideration, appeals and discipline:;ID=qkssnx1c5r0y

Course Overview: Access Course Overview