Case Study Tools
  • Explore the town
  • Interaction Matrix
  • Mapping The Case
  • Ecomap
  • Perspective
  • My Values
  • Notebook

Phase 2: Assess the Client System

Assess the Sanchez family using social work knowledge, skills, and values.

In the assessment phase, the social worker's goals are:

  • Assess the strengths that a person possesses as well as the problems

    It is the client and environmental strengths that are ultimately called into play to remove barriers to achieving the goal.

  • Assess the environmental context of the client

    Research the environmental context of the client, the formal and informal resources for the family, community, and state. Leave room for modification. Situations change, and things happen. So assessments should be fluid.

  • Strive for transparency

    Both the client and the worker should be “on the same page” when it comes to the purpose of the social work encounter, the goals that the client wants to work towards, and the methods for getting there.

  • Develop a plan for changing that which the social worker and client system agree needs changing

    In the form of personalized short-and long-term goals—or, in the case of work with involuntary clients, achieving the foreordained goal.

My Assess Tasks

Begin your assessment (of one of the individual family members or the family as a whole) by opening the genogram tool and choosing a client to focus on. Compare the information you have gleaned from this tool with the interaction matrix. Note the effectiveness and efficiencies of each, and which was more helpful to you.

Open the biopsychosocial perspectives tool. Note that the questions are both general knowledge, and client-specific. Possession of this type of applicable knowledge is what makes you an effective professional. Answer these questions, using your notebook, or as per your instructor's direction.

Take the Values Inventory. To be an effective social worker, you will need to be able to follow our core principal values and our Code of Ethics. This inventory will help you get at issues that are often difficult for social workers.

Mapping The Case

Begin assessing your client by reviewing and taking notes on the Sanchez genogram.