Family Engagement in Case Planning and Case Management (Version 2.3)

This curriculum trains social workers on a participatory case planning process that emphasizes family engagement; specific achievable, relevant, and timely objectives; and extensive exploration of family strengths and resources.  The case planning process is linked to addressing safety and risk factors as well as permanence and well-being.  

The training materials are divided into two main sections: the Trainer’s Guide and the Trainee’s Guide. The Trainer’s Guide includes tips and guidance for the trainer to structure and prepare for the training. The guides are available by individual components. 

If you have difficulty accessing or printing any documents, please contact Phyllis Jeroslow, Training and Curriclum Specialist, at CalSWEC.

Trainer's Guide

Download components of the document (Microsoft Word)

Trainee's Guide

Download components of the document (Microsoft Word)


The vignette used in this curriculum follows a family through six months of interaction with the child welfare system. The entire vignette (in the order listed below) should be placed in a folder with pages indicating stopping points inserted before the Delivered Service Log of 3/30/09, before the Investigation Narrative 5/22/09 and before the Delivered Service Log 10/1/09. There are two versions of the vignette folder contents, one for counties using the Structured Decision Making Assessment System (SDM) and one for counties using the Comprehensive Assessment Tools System (CAT). PDF versions of the complete vignette folders for SDM and CAT are included below.

TOL Resources

Transfer of Learning (TOL) Resources