Multiple Choice
1. Planning conferences are ____________ formal meetings attended by a team of relevant professionals.
a.
Always
b.
Sometimes
c.
Almost never
d.
Rarely
2. A panel of professionals that decides on which services to provide to the client would typically be:
a.
Homogeneous
b.
Interdisciplinary
c.
Multidisciplinary
d.
Large in number
c
Introduction
3. Which of the following is not a stated goal for your planning meeting?
a.
Drawing up of a tentative service plan
b.
Deciding on the proposed level of case management
c.
Diagnosis
d.
Decisions regarding service provision
4. Which of the following is not a task of the case manager as pertains to the planning meeting?
a.
Facilitation
b.
Teaching
c.
Advocacy
d.
Service provision
5. Confidentiality is deemed paramount in the treatment of clients. It is mostly true to say:
a.
A consent form is necessary for the counselor to divulge certain details to the panel.
b.
Case managers must watch what they say.
c.
Professionals are generally allowed to speak freely.
d.
The client should be consulted beforehand if there are any details he or she wishes to withhold.
c
Benefits of Conference Planning
6. The presenter’s case before the team should take approximately:
a.
5 minutes
b.
15 minutes
c.
30 minutes
b
Introduction
d.
60 minutes
7. Thelma, Hiroshi’s case manager, consults her notes during the planning meeting. This generally causes her to appear:
a.
Responsible
b.
Savvy
c.
Conscientious
d.
Unprepared
d
Making the Presentation
8. A case manager who is presenting on behalf of a client should monitor him-or herself for:
a.
Nervousness
b.
Defensiveness
c.
Ability to establish rapport
d.
Reciprocity
b
Collaboration
9. Following the planning meeting, the case manager should meet with which individual first?
a.
The client
b.
A supervisor
c.
The head of the panel
d.
The head of the agency/agencies that will be providing treatment to the client
a
Follow Up to Meeting
10. The end of the planning meeting heralds the period of:
a.
Resource funding
b.
A tentative service plan
c.
Referral
d.
Ending the relationship with the client
c
Summary
Subjective Short Answer
11. Name the 3 things recommended to bring to a planning meeting.
Answers will vary
PAGE 380
12. What are the 3 goals for a planning meeting?
Answers will vary
PAGE 380-381
a
Making the Presentation
13. Name 2 elements of a case managers presentation at a planning meeting.
Essay
14. Using blank Treatment/Goal Plan, prepare a plan for the following person: Joe is a 48 year old married father of 4. He
recently lost his job of 15 years. His wife works and the children are doing well in school. He is mildly depressed. Joe has
a number of contacts in the community and regularly volunteers at the food bank. He has deep concerns about being able
to support his family though his wife’s salary will cover some of the bills. Joe tells you that his father was unemployed
and he grew up in poverty. Joe would like to find work ASAP and is willing to work at anything. However, he has a
college degree that makes him over qualified for most jobs.