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Become A Case Planner

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Working As A Case Planner

  • Getting Information
  • Documenting/Recording Information
  • Organizing, Planning, and Prioritizing Work
  • Communicating with Supervisors, Peers, or Subordinates
  • Performing for or Working Directly with the Public
  • Deal with People

  • Unpleasant/Angry People

  • Stressful

  • $30,830

    Average Salary

What Does A Case Planner Do At Cayuga Centers

* Provides and coordinates excellent quality care and healing to Cayuga Center’s children and ensures that every one of the children on the caseload is living with a nurturing, safe, and permanent family as quickly as possible.
* Recognize that each child, parent and foster parent has strengths and is able to change
* Create service plans for families and children that are inclusive of stakeholders’ input
* Ensure that children are safe and well cared for in the foster home through development and maintenance of a positive working relationship with the child and foster parents
* Maintain regular contact with child/foster parent, and immediate response to early signs of disruption
* Gauge parents' progress in achieving service goals through careful observation of parent/child interaction at visits, feedback from other service providers, home visits and interviews
* Explore kinship resources for all children
* Ensure that each child is meaningfully engaged in their education
* Ensure that each child is progressing toward permanency with the goal of achieving permanency within a year
* Work collaboratively and communicate clearly and respectfully with colleagues, families, and other service providers.
* Ensures full and timely written and verbal communication with families, colleagues, ACS, B2H, and other stakeholders on case developments
* Supervise family/sibling visits both at the agency and off site
* Write timely, clear and concise progress notes, FASPs, Permanency Hearing Reports and other documents as required
* Attend weekly supervision meetings to report on cases and present for discussion any problems, difficulties or unresolved issues
* Participate in staff meetings, seminar and training: maintain and applies a current knowledge of internal and external regulations and policies to applicable foster care
* Attend & play an active role in Family Team Conferences (FTC’s), 20 Day Conferences & Parent to Parent Conference
* Appear in Family Court hearings related to the children and families served
* Respond to client emergencies within or outside work hours
* Read required books.
* Attend required training.
* Responsible for complying with rules and regulations governing access to Protected Health Information under HIPAA.
* Access to Protected Health Information is limited to the extent required to perform responsibilities effectively and efficiently.
* No access will be permitted unnecessarily.
* The essential job functions as described, herein, dictate the level of access, use, and disclosure of confidential information.
* Performs other related duties as requested by immediate supervisor or the Chief Executive Officer

What Does A Case Planner Do At Graham Windham

* Creates,
* in partnership with families, service plans which address safety, behavioral,
* educational, and psychological and permanency needs.
* Monitors
* safety, well-being and progress against other critical outcomes by facilitating
* regular casework contacts and by documenting the same in progress notes and
* other case documentation.
* Collaborates
* with internal and external service providers and other stakeholders through
* clear and timely verbal and written communication.
* Participates
* actively in Family Court Hearings, Family Team Conferences and other meetings
* to advance permanency for children and families

What Does A Case Planner Do At Children's Village

* Meets with clients at least once per week.
* Assists clients in developing and implementing plans for themselves.
* Assists clients in developing and implementing plans for any children in the residence including securing day care.
* Maintains detailed documentation of progress and/or challenges identified in meeting goals.
* Documents all face-to-face and collateral interactions within 48 hours on internal agency forms.
* Works collaboratively with all agencies providing services for client.
* Maintains case planning responsibility for the young women who reside in the program, inclusive of identifying permanency resources for the young women served and documenting all reunification efforts.
* Will assist in obtaining and completing housing applications.
* Will assist in enrolling resident into an educational program.
* Will assist in securing employment.
* Will attend court appearances if necessary.
* Responsible for gathering documents for records and ensures all records are up to date and in compliance with DYCD, agency and governmental regulations.
* Attends and participates in interdepartmental staff meetings, supervisory sessions, team case conferences and staff training.
* All other duties and responsibilities as assigned by Program Manager and/or Director of Residential Services.
* Must have knowledge of community resources and skills to link youth with appropriate agencies and services.
* Ability to establish professional boundaries and engage in professional behaviors that emulate a high level of ethics and objective/non-judgmental approaches

What Does A Case Planner Do At Child & Family Services of Ny

* Manages an assigned caseload of children in the Foster Care/Adoption program and provides casework services to ensure the child’s safety and well-being and support the child’s permanency planning goal
* Provides casework services and support to birth parents in meeting court ordered requirements to achieve family reunification; facilitates concurrent planning to ensure timely permanence for child if reunification is not possible
* Works in collaboration with and maintains on-going communication with local district case manager and other service providers in facilitating child’s permanency plan
* Manages the transition of children in placement from one setting to another (e.g. birth parents’ home to foster home, foster home to birth parents’ home or adoption home etc.)
* Participates in Family Court proceedings to facilitate child’s permanency plan
* Supports foster parent’s skill development in order to best meet the needs of children in their care
* Maintains progress notes, case record documentation, and required reports in accordance with district requirements and NYS regulations
* Models and practices sensitivity, fair treatment and acceptance of diversity in all interpersonal interactions
* Participates and contributes to program Quality Improvement and Utilization review process
* Maintains positive working relationships with program staff and others within the agency
* Demonstrates strong interpersonal skills during interactions with internal and external customers
* Promotes the services of the program/department, as requested

What Does A Case Planner Do At Saint Dominic's Home

* Case Planner will comply with NYC Children’s Services Standards and Indicators for Purchased Preventive Services and duties outlined in Program Manual.
* Case Planner will maintain a caseload of 8 families and provide case coverage during extensive co-worker absences or vacations and higher caseload as needed in times of crisis/staff shortages.
* Case Planner will ensure all required contacts are made for families and ensure administration is aware of any families or consumers that are not seen weekly.
* Case Planner will provide community outreach.
* Case Planner completes assessments of family needs, i.e. psycho-social summaries, treatment plans, intake summaries, service plan reviews etc.
* Case Planner will attend and participate in Family Team Conferences.
* Case Planner attends weekly supervisory sessions with the Supervisor, Administrative Supervisor or Program Director.
* Case Planner will escort and transport children and families when necessary.
* Case Planner undertakes activities i.e. advocacy and referral to facilitate clients access to services needed, including but not limited to education, day care, housing, vocational guidance, employment, financial entitlements, and foster care placement.
* Case Planner is to obtain medical, immunization and educational records for all children on caseload on a yearly basis, and more frequently when required.
* Case Planner must work flexible hours when required.
* Case Planner must complete required documentation utilizing the computer.
* Case Planner must conduct home and field visits at the level required programmatically.
* Case Planner must attend a minimum of 28 hours of required and job related in-service training sessions annually, including the agency annual Conference Day meeting.
* Case Planner must attend all required programmatic meetings.
* Case Planner is to provide individual and family counseling.
* Case Planner to maintain case records in an orderly and complete manner.
* Case Planner is to produce paperwork and reports as required for city, state, and agency accountability in a timely and specified manner.
* Case Planner will collect necessary data.
* Case Planner will serve as a liaison with community resources.
* Case Planner is to perform intake and case management functions, including crisis response services, as required.
* Worker is to answer the phone.
* Worker is to go shopping with and for clients.
* Education & Experience
* Bachelor’s Degree required; Master’s Degree preferred, bi-lingual preferred.
* years of direct Child Welfareexperience,preferably in the area of Preventive Services.
* Ability to interact with and complete assignments in a manner sensitive to the service population’s cultural and socioeconomic characteristics

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How To Become A Case Planner

Requirements for social and human service assistants vary, although they typically have at least a high school diploma and must complete a brief period of on-the-job training. Some employers prefer to hire workers who have additional education or experience.


Although a high school diploma is typically required, some employers prefer to hire workers who have relevant work experience or education beyond high school. A certificate or an associate’s degree in a subject such as human services, gerontology (working with older adults), or social or behavioral science is common for workers entering this occupation.

Human service degree programs train students to observe and interview patients, carry out treatment plans, and handle people who are undergoing a crisis. Many programs include fieldwork to give students hands-on experience.

The level of education that social and human service assistants have completed often determines the responsibilities they are given. Those with a high school diploma are likely to do lower level work, such as helping clients fill out paperwork. Assistants with some college education may coordinate program activities or manage a group home.

Although postsecondary education is important, some employers may prefer or allow for applicants who have related work experience. In some cases, candidates may substitute such experience in place of postsecondary education. 


Many social and human service assistants, particularly those without any postsecondary education, undergo a period of on-the-job training. Because such workers often are dealing with multiple clients from a wide variety of backgrounds, on-the-job training in case management helps prepare them to respond appropriately to the different needs and situations of their clients.


For social and human service assistants, additional education is almost always necessary for advancement. In general, advancement to case management or social work jobs requires a bachelor’s or master’s degree in human services, counseling, rehabilitation, social work, or a related field.

Important Qualities

Communication skills. Social and human service assistants talk with clients about the challenges in their lives and assist them in getting help. These workers must be able to listen to their clients and to communicate the clients’ needs to organizations that can help them.

Compassion. Social and human service assistants often work with people who are in stressful and difficult situations. To develop strong relationships, they must have compassion and empathy for their clients.

Interpersonal skills. Social and human service assistants must make their clients feel comfortable discussing sensitive issues. Assistants also need to build relationships with other service providers to become familiar with all of the resources that are available in their communities.

Organizational skills. Social and human service assistants often must complete lots of paperwork and work with many different clients. They must be organized in order to ensure that the paperwork is filed properly and that clients are getting the help they need.

Problem-solving skills. Social and human service assistants help clients find solutions to their problems. They must be able to listen carefully to their clients’ needs and offer practical solutions.

Time-management skills. Social and human service assistants often work with many clients. They must manage their time effectively to ensure that their clients are getting the attention they need.

Some employers require a criminal background check. In some settings, workers need a valid driver’s license.

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Case Planner jobs

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Case Planner Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Portuguese

  • Hindi

  • Russian

  • Urdu

  • Arabic

  • Italian

  • Dutch

  • Greek

  • Hebrew

  • Turkish

  • Polish

  • Tibetan

  • Korean

  • Thai

  • Bengali

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Real Case Planner Salaries

Job Title Company Location Start Date Salary
MSW Case Planner Lower East Side Family Union Hillsdale, NY Feb 04, 2015 $60,753
Case Planner Hanac Inc. NY Jun 04, 2016 $57,121
Preventive Services Case Planner Lower East Side Family Union Hillsdale, NY Oct 01, 2015 $52,500
Supervising Case Planner Lower East Side Family Union Hillsdale, NY Sep 12, 2011 $45,172
Case Planner Lower East Side Family Union Hillsdale, NY Jan 09, 2016 $44,662
Preventive Case Planner The Children's Aid Society, Inc. New York, NY Sep 30, 2011 $43,000
Preventive Case Planner The Children's Aid Society, Inc. New York, NY Sep 20, 2011 $43,000
Case Planner The Mental Health Association of New York City, Inc. New York, NY Sep 14, 2016 $42,000
Case Planner Womens Prison Association & Home New York, NY Jun 24, 2014 $42,000
Preventive Services Case Planner Lower East Side Family Union New York, NY Aug 02, 2015 $40,000
Bilingual Case Planner SCO Family of Services New York, NY Sep 07, 2016 $40,000
Case Planner SCO Family of Services New York, NY Jul 01, 2015 $40,000
Case Planner Women's Prison Association & Home New York, NY Jun 24, 2011 $40,000

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Top Skills for A Case Planner


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Top Case Planner Skills

  1. Service Plan Reviews
  2. Child Abuse
  3. ACS
You can check out examples of real life uses of top skills on resumes here:
  • Worked diligently to invite and include all relevant and supportive adults in all Service Plan Reviews in a timely manner.
  • Provided individual and family counseling to a caseload of 12-15 families affected by child abuse.
  • Collaborate with ACS/Participate in Clinical Team Meeting.
  • Facilitated and supported family attainment of permanency planning goals; maintained daily progress notes and other written materials.
  • Assisted in placement process, as needed.-Monitored the child s school, medical, and mental health services for compliance.

Top Case Planner Employers

Case Planner Videos

A Day In The Life Of An Embalmer

Financial Planning : A Day in the Life of a Financial Planner

Be the Solution: Be a Case Planner in Preventive Services at Graham Windham