Unit of competency Outline
Date retreived
23/07/2026 9:10 PM AWST
23/07/2026 9:10 PM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Facilitate individualised plans
Facilitate individualised plans
Unit of competency
National Code
CHCICS402B
CHCICS402B
State Code
WC925
WC925
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
07/08/2012
Field of Education
090501 - Social Work
Original Release Date
07/08/2012
Nominal Hours
40
Description
DescriptorThis unit describes the knowledge and skills required to develop, implement and monitor support requirements for people to sustain quality of life according to individualised plans
Notes
Elements and Performance Criteria
1. Establish and maintain appropriate relationship with the client
- 1.1 Introduce oneself appropriately
- 1.2 Demonstrate courtesy towards the client
- 1.3 Conduct interpersonal exchanges in a manner that develops, and maintains trust
- 1.4 Maintain confidentiality and privacy of the person within organisation policy and protocols
- 1.5 Conduct interpersonal exchanges in a manner that respects cultural sensitivities and needs
- 1.6 Support the interests, rights and decision-making of the person in all dealings
2. Provide information about the planning process
- 2.1 Explain the purpose of the planning process
- 2.2 Discuss different planning options with the client
- 2.3 Work with the client to select most appropriate planning option
3. Facilitate development of the individualised plan
- 3.1 Work with the client to determine readiness for the development of an individualised plan
- 3.2 Work with the client to determine stakeholders to be included in the planning process
- 3.3 Determine the place and time for planning that best meets client needs
- 3.4 Organise venue and provide invitations and necessary background material to relevant stakeholders
- 3.5 Follow process requirements of the planning tool or template
- 3.6 Prepare relevant documents prior to the planning session
- 3.7 Conduct any required assessments or liaise with the assessor prior to the planning session
- 3.8 Conduct planning session in a manner that respects the client's perspective, fosters their strengths and capacities and promotes their participation
- 3.9 Manage any conflict or differences with regard for the client's perspective
- 3.10 Clearly record the planning activities and summarise and provide details for feedback
4. Determine risks associated with supporting the individualised plan
- 4.1 Conduct environmental risk assessment for functions associated with supporting the plan
- 4.2 Conduct risk assessment specific to client's circumstances
- 4.3 Discuss elements of risk with the client
- 4.4 Work with the client to identify strategies to remove or reduce risk
- 4.5 Develop strategies to remove or reduce risk according to organisation policy and procedures and legislative requirements
- 4.6 Identify other risks to the person and report accordingly
5. Implement and review individualised plan
- 5.1 Provide information and support to assist client to monitor their plan
- 5.2 Provide information and support to relevant others to implement the plan
- 5.3 Respond to reports of variation in client's circumstances that could affect the support requirements
- 5.4 Work with client and relevant others to make any required adjustments to the individualised plan
- 5.5 Facilitate discussion with client and supervisor to identify areas of the individualised plan that require review
- 5.6 Facilitate discussion with the client and supervisor in a manner that acknowledges the client as their own expert
- 5.7 Facilitate discussion with the client and supervisor in a manner that supports client self determination
6. Complete documentation, including writing or amending an individualised plan
- 6.1 Comply with the organisation's reporting requirements
- 6.2 Complete documentation according to organisation policy and protocols
- 6.3 Maintain documentation in a manner consistent with reporting requirements
- 6.4 File documentation organisation policy and protocols
The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts.
Appropriate relationship building and communication processes may include:
Courtesy
Empathy
Non-judgemental support
Observing and listening
Respect of individual differences
Different planning options may include:
Informal plans
Person-centred planning processes, including
MAPS
PATH
Personal Futures Planning
Organisation planning processes, including:
individual program plan
care plan
treatment plan
education plan
rehabilitation plan
employment plan
recreation and access plan
Readiness for development of an individualised plan may include:
Capacity to make decisions
Capacity to understand the process
Capacity to participate
Involvement of an advocate
Power imbalances
Stakeholders may include:
Family members
Friends
Neighbours
Religious leader
Other staff
Staff from other services
Background material may include:
Information on the process
Requests for information to bring to the meeting
Environmental risk may include:
Location and nature of activities identified in the individualised plan
Safety of access issues
Infection
Environmental hazards
slippery or uneven floor surfaces
physical obstructions (e.g. furniture and equipment)
poor home maintenance
poor or inappropriate lighting
inadequate heating and cooling devices
inadequate security
Client's circumstances that may require risk assessment include:
Weight
Skin integrity
Infection
Evidence of self-neglect
Behaviours of concern
Impaired judgement and problem solving abilities
Impaired cognitive functioning
Other risk or potential risk, may include:
Evidence of self-neglect
Evidence of abuse
Social rights infringements
Monitor may include:
Feedback from person, family, carers and other interested people
Observations
Requests
Reporting may be, and include:
Verbal:
telephone
face-to-face
Non-verbal (written):
progress reports
case notes
hazard and incident reports
care plans
Situations of risk or potential risk, may include:
Behaviours of concern
Environmental hazards
slippery or uneven floor surfaces
physical obstructions (e.g. furniture and equipment)
poor home maintenance
poor or inappropriate lighting
inadequate heating and cooling devices
inadequate security
Evidence of abuse
Evidence of self-harm
Evidence of self-neglect
Impaired cognitive functioning
Impaired judgement and problem solving abilities
Social rights infringements
Sudden or unexpected change in health status include sensory loss
Uncharacteristic behaviours
Uncharacteristic or behaviours of concern that may require reporting and support may include:
Agitation
Aggression (physical and/or verbal)
Withdrawal
Confusion
Emotional distress
Disinhibition
Perseveration
Self mutilation
Substance abuse
Sleeplessness
Depression
Disorientation
Impulsivity
Eating problems
Specific knowledge may be required of particular groups or issues, such as:
Alcohol and other drugs abuse
Cultural and linguistic diversity
Specific types of disability
The impact of ageing
Risk of self-harm
Women
Men
Community education
Aboriginal and Torres Strait Islander people
Mental health
Acquired brain injury
Appropriate relationship building and communication processes may include:
Courtesy
Empathy
Non-judgemental support
Observing and listening
Respect of individual differences
Different planning options may include:
Informal plans
Person-centred planning processes, including
MAPS
PATH
Personal Futures Planning
Organisation planning processes, including:
individual program plan
care plan
treatment plan
education plan
rehabilitation plan
employment plan
recreation and access plan
Readiness for development of an individualised plan may include:
Capacity to make decisions
Capacity to understand the process
Capacity to participate
Involvement of an advocate
Power imbalances
Stakeholders may include:
Family members
Friends
Neighbours
Religious leader
Other staff
Staff from other services
Background material may include:
Information on the process
Requests for information to bring to the meeting
Environmental risk may include:
Location and nature of activities identified in the individualised plan
Safety of access issues
Infection
Environmental hazards
slippery or uneven floor surfaces
physical obstructions (e.g. furniture and equipment)
poor home maintenance
poor or inappropriate lighting
inadequate heating and cooling devices
inadequate security
Client's circumstances that may require risk assessment include:
Weight
Skin integrity
Infection
Evidence of self-neglect
Behaviours of concern
Impaired judgement and problem solving abilities
Impaired cognitive functioning
Other risk or potential risk, may include:
Evidence of self-neglect
Evidence of abuse
Social rights infringements
Monitor may include:
Feedback from person, family, carers and other interested people
Observations
Requests
Reporting may be, and include:
Verbal:
telephone
face-to-face
Non-verbal (written):
progress reports
case notes
hazard and incident reports
care plans
Situations of risk or potential risk, may include:
Behaviours of concern
Environmental hazards
slippery or uneven floor surfaces
physical obstructions (e.g. furniture and equipment)
poor home maintenance
poor or inappropriate lighting
inadequate heating and cooling devices
inadequate security
Evidence of abuse
Evidence of self-harm
Evidence of self-neglect
Impaired cognitive functioning
Impaired judgement and problem solving abilities
Social rights infringements
Sudden or unexpected change in health status include sensory loss
Uncharacteristic behaviours
Uncharacteristic or behaviours of concern that may require reporting and support may include:
Agitation
Aggression (physical and/or verbal)
Withdrawal
Confusion
Emotional distress
Disinhibition
Perseveration
Self mutilation
Substance abuse
Sleeplessness
Depression
Disorientation
Impulsivity
Eating problems
Specific knowledge may be required of particular groups or issues, such as:
Alcohol and other drugs abuse
Cultural and linguistic diversity
Specific types of disability
The impact of ageing
Risk of self-harm
Women
Men
Community education
Aboriginal and Torres Strait Islander people
Mental health
Acquired brain injury
The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this Training Package.
Critical aspects for assessment and evidence required to demonstrate this unit of competency:
The individual being assessed must provide evidence of specified essential knowledge as well as skills
It is recommended that assessment or information for assessment will be conducted or gathered over a period of time and cover the normal range of workplace situations and settings
This unit will be most appropriately assessed in the workplace and under the normal range of workplace conditions
Where, for reasons of safety, space, or access to equipment and resources, assessment takes place away from the workplace, the assessment environment should represent workplace conditions as closely as possible
Access and equity considerations:
All workers in community services should be aware of access, equity and human rights issues in relation to their own area of work
All workers should develop their ability to work in a culturally diverse environment
In recognition of particular issues facing Aboriginal and Torres Strait Islander communities, workers should be aware of cultural, historical and current issues impacting on Aboriginal and Torres Strait Islander people
Assessors and trainers must take into account relevant access and equity issues, in particular relating to factors impacting on Aboriginal and/or Torres Strait Islander clients and communities
Context of and specific resources for assessment:
This unit can be assessed independently, however holistic assessment practice with other community services units of competency is encouraged
Resources required for assessment include access to:
appropriate workplace where assessment can take place
relevant organisation policy, protocols and procedures
equipment and resources normally used in the workplace
Method of assessment may include:
Observation in the workplace
Written assignments/projects
Case study and scenario analysis
Questioning
Role play simulation
Related units:
This unit must be assessed in relation to the specific context in which it will (or may) be applied
In the case of working with older people, this unit is recommended (but not required) to be assessed in conjunction with:
CHCAC318A Work effectively with older people
OR
In the case of working with people with disabilities, it is recommended (but not required) to be assessed in conjunction with:
CHCDIS301A Work effectively with people with a disability
Critical aspects for assessment and evidence required to demonstrate this unit of competency:
The individual being assessed must provide evidence of specified essential knowledge as well as skills
It is recommended that assessment or information for assessment will be conducted or gathered over a period of time and cover the normal range of workplace situations and settings
This unit will be most appropriately assessed in the workplace and under the normal range of workplace conditions
Where, for reasons of safety, space, or access to equipment and resources, assessment takes place away from the workplace, the assessment environment should represent workplace conditions as closely as possible
Access and equity considerations:
All workers in community services should be aware of access, equity and human rights issues in relation to their own area of work
All workers should develop their ability to work in a culturally diverse environment
In recognition of particular issues facing Aboriginal and Torres Strait Islander communities, workers should be aware of cultural, historical and current issues impacting on Aboriginal and Torres Strait Islander people
Assessors and trainers must take into account relevant access and equity issues, in particular relating to factors impacting on Aboriginal and/or Torres Strait Islander clients and communities
Context of and specific resources for assessment:
This unit can be assessed independently, however holistic assessment practice with other community services units of competency is encouraged
Resources required for assessment include access to:
appropriate workplace where assessment can take place
relevant organisation policy, protocols and procedures
equipment and resources normally used in the workplace
Method of assessment may include:
Observation in the workplace
Written assignments/projects
Case study and scenario analysis
Questioning
Role play simulation
Related units:
This unit must be assessed in relation to the specific context in which it will (or may) be applied
In the case of working with older people, this unit is recommended (but not required) to be assessed in conjunction with:
CHCAC318A Work effectively with older people
OR
In the case of working with people with disabilities, it is recommended (but not required) to be assessed in conjunction with:
CHCDIS301A Work effectively with people with a disability
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| D2569 | CHCICS402A | Facilitate individualised plans | Unit of competency |
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AVC70 | CHCCCS006 | Facilitate individual service planning and delivery | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| D278 | CHC40108 | Certificate IV in Aged Care | Qualification |
| J014 | CHC40412 | Certificate IV in Alcohol and Other Drugs | Qualification |
| D271 | CHC30408 | Certificate III in Disability | Qualification |
| D305 | CHC50108 | Diploma of Disability | Qualification |
| J013 | CHC40312 | Certificate IV in Disability | Qualification |
| J025 | CHC42012 | Certificate IV in Employment Services | Qualification |
| J012 | CHC40212 | Certificate IV in Home and Community Care | Qualification |