Secure that your organization works with Case Managers for members requiring urgent or emergent service, or services rendered in a setting other than a practitioners office.



More Uses of the Case Management Toolkit:




• Methodize: Case Management skills coach/tech (bilingual).
  
  

• Ensure your operation supports the Case Management staff by providing clerical support for your organizations Case Managers.
  
  

• Foster program Case Management.
  
  

• Develop: conduct ongoing desk monitoring of local Case Managers implementing this program.
  
  

• Coordinate with other Case Managers on complex cases and work flow.
  
  

• Foster program lead Case Management.
  
  

• Evaluate: track case loads and ensure that Case Managers are in compliance with case load requirements.
  
  

• Systematize: Enterprise Risk Case Management.
  
  

• Secure that your enterprise participates in client review meetings and provides input into other Case Managers cases.
  
  

• Devise: Case Management skills coach/tech.
  
  

• Head: Human Services specialization (forensics Case Manager).
  
  

• Lead: Case Management / utilization review.
  
  

• Ensure your organization communicates with Case Managers to report client progress and/or problems regarding Production Capabilities and behaviors.
  
  

• Orchestrate: Cybersecurity Incident Response Case Management.
  
  

• Audit: Case Management is advocate for clients and needs.
  
  

• Make sure that your enterprise complies; investigations Case Management fraud and corruption.
  
  

• Develop and provide leadership and training to Case Managers.
  
  

• Devise: provision of monthly aide in services, general staff meetings and monthly Case Management meetings.
  
  

• Supervise: Case Management skills coach/tech (transitional).
  
  

• Direct: Case Management, eDiscovery and information Governance Team.
  
  

• Be accountable for acting as Case Management when integrating with other health care Service Vendors as specified by individual clients.
  
  

• Head: Case Management, traditional program.
  
  

• Provide skills coach/tech Case Management.
  
  

• Audit: Quality Control / Case Management.
  
  

• Oversee: project or Case Management with overall oversight of specific matters and managing other/teams to provide services.
  
  

• Identify: Intellectual Property Case Management.
  
  

• Lead: temporary Covid Case Management.
  
  

• Develop processes and integrate the network teams capabilities.
  
  




 



Save time, empower your teams and effectively upgrade your processes with access to this practical Case Manager Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Case Manager related project.



Download the Toolkit and in Three Steps you will be guided from idea to implementation results.



The Toolkit contains the following practical and powerful enablers with new and updated Case Manager specific requirements:



STEP 1: Get your bearings



Start with...




• The latest quick edition of the Case Manager Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.




Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…




• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation




Then find your goals...



STEP 2: Set concrete goals, tasks, dates and numbers you can track



Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Case Manager improvements can be made.



Examples; 10 of the 999 standard requirements:




1. How do you identify the kinds of information that you will need?
   
   

2. Who will be responsible for deciding whether Case Manager goes ahead or not after the initial investigations?
   
   

3. What is the estimated value of the project?
   
   

4. Do the viable solutions scale to future needs?
   
   

5. How do you do Risk Analysis of rare, cascading, catastrophic events?
   
   

6. Can support from partners be adjusted?
   
   

7. Do you effectively measure and reward individual and Team Performance?
   
   

8. Do you have the optimal project Management Team structure?
   
   

9. What is the Value Stream Mapping?
   
   

10. How do you set Case Manager stretch targets and how do you get people to not only participate in setting these stretch targets but also that they strive to achieve these?
    
    




Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:




• The workbook is the latest in-depth complete edition of the Case Manager book in PDF containing 994 requirements, which criteria correspond to the criteria in...




Your Case Manager self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:




• The Self-Assessment Excel Dashboard; with the Case Manager Self-Assessment and Scorecard you will develop a clear picture of which Case Manager areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Case Manager Self-Assessment

• Is secure: Ensures offline Data Protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:





 



STEP 3: Implement, Track, follow up and revise strategy



The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Case Manager projects with the 62 implementation resources:




• 62 step-by-step Case Manager Project Management Form Templates covering over 1500 Case Manager project requirements and success criteria:




Examples; 10 of the check box criteria:




1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?
   
   

2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?
   
   

3. Project Scope Statement: Will all Case Manager project issues be unconditionally tracked through the Issue Resolution process?
   
   

4. Closing Process Group: Did the Case Manager Project Team have enough people to execute the Case Manager Project Plan?
   
   

5. Source Selection Criteria: What are the guidelines regarding award without considerations?
   
   

6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Case Manager Project Plan (variances)?
   
   

7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?
   
   

8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?
   
   

9. Procurement Audit: Was a formal review of tenders received undertaken?
   
   

10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?




 
Step-by-step and complete Case Manager Project Management Forms and Templates including check box criteria and templates.



1.0 Initiating Process Group:




• 1.1 Case Manager project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix




2.0 Planning Process Group:




• 2.1 Case Manager Project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Case Manager Project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Case Manager project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan




3.0 Executing Process Group:




• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log




4.0 Monitoring and Controlling Process Group:




• 4.1 Case Manager project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance




5.0 Closing Process Group:




• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Case Manager project or Phase Close-Out

• 5.4 Lessons Learned




 



Results



With this Three Step process you will have all the tools you need for any Case Manager project with this in-depth Case Manager Toolkit.



In using the Toolkit you will be better able to:




• Diagnose Case Manager projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based Best Practice strategies aligned with overall goals

• Integrate recent advances in Case Manager and put Process Design strategies into practice according to Best Practice guidelines




Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.



Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'



This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Case Manager investments work better.



This Case Manager All-Inclusive Toolkit enables You to be that person.



 



Includes lifetime updates



Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.