Part of the Case Ready: Core Skills Program

Holistic Assessment and Goal Setting Through Effective Home Visits

This practical, skill-building module equips participants with the tools and techniques needed to conduct comprehensive, person-centered assessments in the context of home visits. Recognizing the home as a vital space for understanding the lived experience of people we work with, this module emphasizes the importance of building rapport, observing with sensitivity, and engaging in collaborative planning.

Participants will learn how to identify needs, risks, and strengths through a holistic lens, considering physical, emotional, social, and environmental factors. The module also introduces SMART goal setting as a structured, empowering approach to support tenants/clients in defining and working toward meaningful change.

By the end of this module, participants will be able to approach home visits with confidence and care, using them as a powerful tool for engagement, assessment, and goal-oriented support.

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2 Hour Live Webinar

.2 IACET CEUs

Certificate of Completion

This Webinar is Ideal for:
Case Managers
Supportive Housing Service Providers
Human Services Providers

Upcoming Webinar Dates

Downloadable learning guide
Digital Certificate
30-Days Access to Webinar Recordings

TUESDAY

February 24, 2026

$85 Per Person

Register Here

2:30 - 4:30pm Eastern

1:30 - 3:30pm Central

12:30 - 2:30pm Mountain

11:30 - 1:30pm Pacific

TUESDAY

June 23, 2026

$85 Per Person

Coming Soon

2:30 - 4:30pm Eastern

1:30 - 3:30pm Central

12:30 - 2:30pm Mountain

11:30 - 1:30pm Pacific
You will learn to:
  • Conduct respectful, purposeful home visits
  • Establish trust and rapport in a community member's personal space
  • Use observation and conversation to assess needs, risks, and strengths
  • Collaboratively develop goals that reflect the priorities and capacity of persons you are working with
  • Document assessments and goals in a clear, strength-based manner