Task 2: Project

Section 1: Meet with Customer

Send an email to client (Assessor). Include time and place for the assessment. Provide the client with information about the assessment process, including what will be assessed and why.
Client 1 Meet with the customers (assessor). After the meeting provide draft assessment forms or tools used to gather information about each client's needs and preferences as evidence.
Client 2 Meet with the customers (assessor). After the meeting provide draft assessment forms or tools used to gather information about each client's needs and preferences as evidence.
Client 3 Meet with the customers (assessor). After the meeting provide draft assessment forms or tools used to gather information about each client's needs and preferences as evidence.

Section 2: Work with the services

Write the summary of the meeting.
Email to manager about Client 1. summarizing the agreed-upon services for each client. And risk assessments and protocols relevant to the clients specific needs. Include a brief description of the client, the coordination requirements, and boundaries discussed, as well as any additional information deemed important. Provide a clear and concise summary of the outcomes of the meeting, focusing on the agreed services for each client.
Email to manager about Client 2. summarizing the agreed-upon services for each client. And risk assessments and protocols relevant to the clients specific needs. Include a brief description of the client, the coordination requirements, and boundaries discussed, as well as any additional information deemed important. Provide a clear and concise summary of the outcomes of the meeting, focusing on the agreed services for each client.
Email to manager about Client 3. . summarizing the agreed-upon services for each client. And risk assessments and protocols relevant to the clients specific needs. Include a brief description of the client, the coordination requirements, and boundaries discussed, as well as any additional information deemed important. Provide a clear and concise summary of the outcomes of the meeting, focusing on the agreed services for each client.
Arrange Interpreter Services
Send an email to interpreter services Your email should be written professionally with clear English. It should include the details about clients and their requirements. Ask the provider to confirm this.

Section 3: Complete Reporting

Client 1 Provide full and complete report of the client.
Client 2 Provide full and complete report of the client.
Client 3 Provide full and complete report of the client. .
Write an email to Manager Explain the persons needs and your collaborative approach. How you determine appropriate services. Ask for feedback. Attach full and complete report of all clients and Screenshot of the files and folder

Section 4: Evaluation

Evaluation Reflect on what you could have done better and develop strategies for handling similar cases in the future.

Sarah is an 18-year-old youth with disabilities who is transitioning from high school to adulthood. She has physical disabilities and requires assistive devices for mobility. Your objective is to plan and coordinate multiple resources, services, and supports to empower Sarah during her transition. Complete the following activities: 1. Send an email to client (Assessor). Before conducting the assessment of your client, you should consult with the client to organize the practical aspects of the assessment. This includes arranging a suitable time and place for the assessment, as well as any other accommodations required. It is essential to provide the client with information about the assessment process, including what will be assessed and why. You must obtain their consent before proceeding with the assessment. Write an email to client and explain everything and provide a date and time of the meeting. The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style. Complete Section 1 of your CHCCSM004 Project Portfolio Task 2. 2. Meet with the customers (assessor). This is a role-play scenario. Your assessor will play the role of each client. You should gather any existing information about the client, including medical records and employment history, to get a comprehensive understanding of their situation. While meeting with the client: You should work within the scope of your role and seek assistance from colleagues and experts as required. This may involve consulting with medical professionals, social workers, or other specialists to ensure that the client's needs are adequately assessed. You should empower the client to identify and prioritize their needs. This involves actively listening to their concerns and preferences and working collaboratively with them to develop a plan that meets their individual needs. You should evaluate the client's needs based on the full range of relevant information gathered during the assessment process. You should identify and analyze any complex, multiple, and interrelated issues that the client may be facing. This may include financial difficulties, medical concerns, and social issues. You should evaluate any issues of urgency and eligibility when determining the appropriate services for the client. You should assess any potential risk factors for service delivery and ensure that the appropriate measures are put in place to mitigate any risks. After the meeting provide draft assessment forms or tools used to gather information about each client's needs and preferences as evidence. Complete Section 1 of your CHCCSM004 Project Portfolio Task 2. Student Assessment Tasks_CHCCSM004 Coordinate complex case requirements AFC-Ass-CHCCSM004 Learnvault Pty Ltd T/A Australian Federation College Page 18 V 1.3 RTO Code: 45616 CRICOS Provider No.: 03854G Level 1, 126 Charles Street, Launceston TAS 7250 www.afcollege.edu.au 3. Work with the services to agree coordination requirements and boundaries. In this activity, you will participate in three role-play scenario where you will assume the role of a community service coordinator. The objective of the role-play is to work with the assessor who will represent a representative from a different organization providing services to individuals. Your task is to conduct a meeting with the assessor to agree on coordination requirements and boundaries for three different clients. Additionally, you are required to demonstrate negotiation skills, clear and effective communication, and utilize openended communication techniques. Throughout the meeting, it is important to take detailed notes of the agreed services for each client. Here are the steps to follow for this activity: Preparation: Familiarize yourself with the three clients and their specific needs by reviewing their assessment tools and relevant information. Read and understand the coordination role to discuss with the client. Ensure you have a clear understanding of the services your organization provides and the services offered by the assessor's organization. Role-play Meeting: Arrange a meeting with the assessor to discuss coordination requirements and boundaries for each client. Provide information to the client about the coordination role. Work with the client to establish communication requirements (if requried). Begin the meeting by introducing yourself as the community service coordinator and explain the purpose of the meeting. Engage in effective communication, actively listening to the assessor's perspectives, and presenting your organization's services and capabilities. Use negotiation skills to reach agreements on coordination requirements and boundaries, ensuring clarity and alignment between both organizations. Demonstrate open-ended communication techniques by asking questions that encourage discussion and collaborative decision-making. Complete risk assessments and safety protocols relevant to the client's specific needs. Take comprehensive notes during the meeting, capturing key agreements and decisions made for each client. At the end of the meeting, provide a feedback forms or surveys and collect the completed signed form by clients, indicating their satisfaction with the information provided. Email to Manager: After the role-play meeting, compose an email to your manager summarizing the agreedupon services for each client. And risk assessments and protocols relevant to the clients specific needs. Include a brief description of the client, the coordination requirements, and boundaries discussed, as well as any additional information deemed important. Provide a clear and concise summary of the outcomes of the meeting, focusing on the agreed services for each client. Remember, this activity is designed to assess your ability to effectively work with other service providers, negotiate coordination requirements, and document the agreed services Student Assessment Tasks_CHCCSM004 Coordinate complex case requirements AFC-Ass-CHCCSM004 Learnvault Pty Ltd T/A Australian Federation College Page 19 V 1.3 RTO Code: 45616 CRICOS Provider No.: 03854G Level 1, 126 Charles Street, Launceston TAS 7250 www.afcollege.edu.au accurately. Pay close attention to your communication skills, active listening, and note-taking abilities throughout the process. Complete Section 2 of your CHCCSM004 Project Portfolio Task 2. 4. Arrange interpreter services for client meeting. As identified in the previous meeting, arrange an interpreter service for the Carlos. To confirm the arrangement, send an email to the interpreter service. Your email should be written professionally with clear English. It should include the details about clients and their requirements. Ask the provider to confirm this. Complete Section 2, Arrange interpreter services of your CHCCSM004 Project Portfolio Task 2. 5. Complete reporting. Assume that you have finalised all the required details about each client. Now finalise all of them and develop a complete report. To this you can copy and paste the assessment tools that you have prepared and add additional information. Once done save that assessment tools under client folder with proper file naming and take a screenshot. Finally, send an email to your manager along with the completed assessment tools and screenshot. Your email should be professionally written. Your email should explain how you analyse the person's needs using a collaborative approach and how you determined the appropriate service for each client. Your email should also ask feedback from your manager about the assessment process. Complete Section 3 of your CHCCSM004 Project Portfolio Task 2. 6. Evaluation Based on the activities you have completed thus far, evaluate your performance throughout the process and identify areas for improvement. Reflect on what you could have done better and develop strategies for handling similar cases in the future. Be sure to incorporate these insights into your selfevaluation, outlining your future actions and approaches to effectively address the needs of individuals with co-existing conditions. Complete Section 4 of your CHCCSM004 Project Portfolio