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Checklists.
The checklists are based on the framework in section 2, which requires staff to appraise the extent to which they consider particular aspects of effective school management practices to be developed in their school. These checklists focus on the processes associated with effective school case management, and include a section on "establishing a school-based system", and a section on “strategies”.

 
Appraising our school's case management: An overview
A "first off" appraisal of the overall developmental level your school is achieving in relation to effective school-based case management. This can be done on an individual basis or in small groups where consensus is sought.
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Checklist A: Appraising our school's case management: SYSTEM
This checklist presents a list of key indicators associated with an effective school-based case management system. Using four levels of development (undeveloped/developing/developed/well established) you are invited to appraise the extent to which you believe your school is achieving an effective school-based case management system. This can be done on an individual basis or in small groups where consensus is sought. A table is provided for you to summarise the individual/group ratings of a maximum of 12 individuals/groups of people who have completed this checklist. This distribution can be used as a source for reviewing and planning. On-line version available.
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Checklist B: Appraising our school's case management: STRATEGIES
This document briefly explains how the seven checklists associated with effective school case management strategies (i.e. Case Identification; Referral; Assessment; Planning; Implementation; Transition/Closure/Completion; Evaluation) can be completed. Using four levels of development (undeveloped/developing/developed/well established), you are invited to appraise the extent to which you believe your school is achieving these strategies. This can be done on an individual basis or in small groups where consensus is sought. A table is provided for you to summarise your overall individual/group ratings for each of the seven strategies. It can also be used to record the overall ratings of other participants, thus providing a distribution which offers a collective source for reviewing and planning. On-line version available.
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1. CASE IDENTIFICATION
Checklist on Case Identification (Identifying the eligibility of the student for case management)
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2. REFERRAL
Checklist on Referral (Linking student to team member who establishes a professional relationship with the student)
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3. ASSESSMENT
Checklist on Assessment (Endeavouring to understand the student's perspective, and identifying and assessing the student's needs)
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4. PLANNING
Checklist on Planning (A collaborative and dynamic process of establishing a coordinated action plan with key stakeholders)
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5. IMPLEMENTATION
Checklist on Implementation (Executing, coordinating, and monitoring the action plan)
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6. TRANSITION/CLOSURE/COMPLETION
Checklist on Transition/Closure/Completion (Developing a transition plan to move to minimal or no case management)
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7. EVALUATION
Checklist on Evaluation (Determining the effectiveness of the case management processes and the action plan)
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