Case Ready: Core Skills for Case Managers
Professional Qualification Program

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9 Live Webinars + 1 Live Review Session
20 Hours of Learning
2.0 CEUs &
Certificate
A 10-SESSION QUALIFICATION PROGRAM
Core Skills for Competent, Compassionate Case Managers

This professional qualification program focuses on real-world scenarios, engaging participants in active learning, and encouraging reflective practice. Each session provides essential skills and knowledge to work in the role of a case manager more effectively.

  • You Will Learn: Effective, compassionate engagement and relationship-building techniques
  • How to conduct collaborative assessments
  • How to co-create individualized service plans
  • How to document case notes and service activities clearly, accurately, and objectively
  • How to monitor progress and revise service plans to support long-term goals
  • How to navigate ethical dilemmas and maintain appropriate professional boundaries

Upcoming Program Dates

Free Series Learning Guides
Interactive Review Course
Digital Badge and Certification
30-Days Access to Webinar Recordings

2027

Starts March 2, 2027

$790 Per Person

Registration Coming Soon

Tuesdays and Thursdays

March 2, 4, 9, 11, 16, 18, 23, 25, 30

2:30 - 4:30pm Eastern

1:30 - 3:30pm Central

12:30 - 2:30pm Mountain

11:30 - 1:30pm Pacific
This Course is For:
Case Managers
Supportive Housing Service Providers
Human Service Providers

SESSION DESCRIPTIONS

Course Sessions

All program sessions are 2 hours in duration. 2.0 CEUs and a digital qualification credential is awarded after completion of the full program and skills review.

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Foundations of Case Management: Understanding your Role and Readiness

In this session participants will explore the role of the case manager and the skills required to be successful.

SESSION 1

Strength-Based Strategies for Relationship Building

Learn practical, strengths-based communication skills to foster meaningful engagement. The focus will be on centering the needs of persons you are working with, building trust, and overcoming common barriers to connection.

SESSION 2

Restorative and Recovery-Oriented Approaches to Case Management

Learn the principles and practices of restorative and recovery-oriented case management. This session emphasizes the case manager’s role in fostering hope and resilience without judgement throughout the change process.

SESSION 3

Building Bridges: Collaborative, Culturally Responsive Service Planning

Learn effective ways to collaborate with community-based services and supports that align with the unique needs, identities, and goals of those you work with. Explore how to develop individualized service plans that are comprehensive as well as culturally responsive.

SESSION 4

Holistic Assessment and Goal Setting through Effective Home Visits

Learn 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 a community member’s lived experience, this module emphasizes the importance of building rapport, observing with sensitivity, and engaging in collaborative planning.

SESSION 5

Professional Documentation: Writing with Clarity, Purpose, and Integrity

Learn the essential skills and standards for writing clear, objective, and professional case notes, reports, and intake records. Emphasizing both practical techniques and ethical considerations, the module prepares case managers to document in ways that support continuity of care, uphold client dignity, and meet legal and organizational requirements.

SESSION 6

Responding in Critical Moments: Crisis Support and Restorative-Centered Care

Learn to respond effectively during moments of heightened vulnerability, urgency, or crisis in the lives of persons you are working with. Whether navigating mental health emergencies, substance use concerns, housing instability, or other acute challenges, participants will learn how to remain grounded, responsive, and supportive, prioritizing safety, dignity, and connection.

SESSION 7

Staying Grounded: Ethics, Boundaries, and Self-Care in Case Management

Explore the importance of ethical approaches to case management, emphasizing the importance of maintaining professional boundaries, practicing sound decision-making, and sustaining personal well-being in emotionally demanding roles.

SESSION 8

Sustaining Engagement: Monitoring Progress and Planning for Transitions

Learn how to support those you are working with beyond initial engagement by maintaining meaningful contact, tracking progress, and adapting plans as circumstances evolve. Participants will learn how to balance the dual responsibilities of compliance and person-centered care, ensuring that support remains responsive, relevant, and forward-looking.

SESSION 9

Case Management Program Review Session

This session reinforces core concepts and skills from the series. Participants will apply these strategies in guided practice scenarios and receive real-time feedback. The session concludes with an interactive Q&A to address challenges, share insights, and solidify learning.

SESSION 10