CHCCSM009 — Facilitate goal directed planning
Generate a complete, audit-ready assessment tool for this unit in minutes: candidate assessment, assessor guide with model answers, and a coverage matrix mapped to every component below. Reviewed and approved by your qualified person, exported under your branding.
Every new account includes a free credit — no card, no subscription.
What an assessment for CHCCSM009 must cover
38 assessable components: 4 elements (24 performance criteria), 1 performance evidence and 11 knowledge evidence requirements, plus 2 foundation skills. An audit-defensible tool maps every question and task back to these — that mapping is the coverage matrix Auditori generates alongside the assessment.
Elements & performance criteria
1 Undertake planning to address person’s identified needs and goals.
- 1.1Collaborate with the person to confirm needs and goals as a basis for planning.
- 1.2Investigate range of options available to address the person’s identified needs and achieve their goals, incorporating legal and ethical considerations.
- 1.3Support the person to make informed decisions regarding their plan that reflect understanding of their current situation, likely future situation and ensuing needs.
- 1.4Recognise and respect the person’s right to self-determination within legal parameters.
- 1.5Identify risks and barriers to plan implementation and develop strategies to address them.
- 1.6Develop a plan that builds on the person’s strengths and abilities and incorporates their identified goals, needs and preferences.
- 1.7Collaborate with the person to structure a range of services in a manner that builds on and strengthens natural supports.
- 1.8Devise alternative strategies to meet the person’s identified needs when specific services are not available.
- 1.9Provide the person with cost details and work with them to ensure their plan is sustainable in relation to costs, access and availability.
- 1.10Document plan in the person’s own words, clearly identifying all tasks and who is responsible for performing them.
2 Collaborate with others to communicate the plan.
- 2.1Work in collaboration with other professionals and organisations to provide services to maximise the person’s potential for achieving their goals and meeting their needs.
- 2.2Explain roles, rights and responsibilities of person and service providers and ensure they are clearly documented in the plan.
- 2.3Maximise involvement of the person and other people identified by the person in planning processes and decision making.
- 2.4Consult and coordinate with other service providers to plan for complex situations.
- 2.5Establish and maintain communication processes to ensure effective implementation of the plan.
- 2.6Share information between organisations and support maintenance of information by all parties involved, according to organisational policies and procedures for privacy and confidentiality.
3 Respond to people with different needs.
- 3.1Collaborate with person to ensure planning process is culturally sensitive and appropriate.
- 3.2Work in conjunction with other organisations and communities by involving representatives in the planning processes, according to the person’s needs.
- 3.3Facilitate access to planning for people in complex situations and with different levels of need.
4 Monitor implementation of plan.
- 4.1Regularly monitor the planned services, support and resources against person’s identified goals to ensure effective implementation of plan.
- 4.2Identify any gaps in planned services and make adjustments to address them.
- 4.3Maintain collaborative relationships with the person, their carer, natural supports and other service providers.
- 4.4Work with the person to adjust the plan as necessary following reassessment of risks and needs.
- 4.5Document and report any variations to the plan in line with organisational policies and procedures.
Performance evidence
- Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and: • collaborate with at least three different people to facilitate a goal directed plan for each person for the provision of services and resources that maximises and enhances their strengths, independence and quality of life, including: • developing the plan • documenting the plan • monitoring the plan • adjusting the plan to address risks and needs.
Knowledge evidence
- models and practices for goal directed planning and current research in area of practice
- range of services, networks, resources, and holistic solutions available to people with complex needs
- components of service delivery system
- impact of trauma on the planning process
- gaps in the service system
- characteristics and needs of identified cohort
- culturally and linguistically diverse (CALD) and Aboriginal and/or Torres Strait Islander people and their role in culturally safe planning
- significance of the service setting, including working in the person’s home
- organisational policies and procedures relating to: • planning • documentation • reporting • privacy and confidentiality of information • provision of interpreter services
- legal and ethical considerations relevant to developing plans and how these are applied in organisations and individual practice: • professional standards • codes of ethics • duty of care • dignity of risk • informed consent • principles of: • beneficence • non-malfeasance • social justice • autonomy • advocacy
- natural supports: • family • friends • neighbours.
Foundation skills
- Writing skills: complete familiar forms.
- Reading skills: interpret a variety of text to determine and confirm task requirements.
Unit content sourced from training.gov.au — © Commonwealth of Australia, licensed under CC BY 4.0. Auditori is not affiliated with the Department of Employment and Workplace Relations.
See what you get before you start
Real, unedited Auditori output (RIIHAN201E shown), branded for a sample RTO:
Questions about assessing CHCCSM009
What does an assessment tool for CHCCSM009 need to cover?
To satisfy the Principles of Assessment and Rules of Evidence, an assessment for CHCCSM009 needs to address all 38 unit components: 4 elements with 24 performance criteria, 1 performance evidence requirements, 11 knowledge evidence requirements, and the foundation skills. A coverage matrix mapping each question and task to these components is what an auditor looks for.
How does Auditori generate an assessment tool for CHCCSM009?
Auditori pulls the current release of CHCCSM009 from training.gov.au and generates a complete package: candidate assessment, assessor guide with model answers and observation criteria, and a coverage matrix mapping every component. A suitably qualified person then reviews and approves the draft in a built-in workflow — consistent with ASQA's guidance on AI use in VET — before export as branded PDF and editable Word.
Is the first assessment tool really free?
Yes. Every new account includes one free credit — enough to generate the complete assessment tool for CHCCSM009 — with no card and no subscription required. After that it's pay-as-you-go per unit.
Can I check my existing CHCCSM009 assessment instead of generating a new one?
Yes — upload your existing assessment or learner guide and Auditori maps it against every element, performance criterion, PE and KE of CHCCSM009, showing exactly what's covered and what's missing. Mapping costs a quarter of a credit.
Related units
- CHCCSM010 — Implement case management practice
- CHCCSM011 — Work with carers and families in complex situations
- CHCCSM012 — Coordinate complex case requirements
- CHCCSM014 — Provide case management supervision
- CHCCSM015 — Undertake case management in a child protection framework
- CHCCSM016 — Undertake advanced assessments
- CHCCSM017 — Facilitate and review case management
Your CHCCSM009 assessment tool, in minutes.
First unit free. No card, no RTO registration, no subscription.
Generate CHCCSM009 free