Delivered by the New Zealand Federation of Family Budgeting Services

Case Management

Taking your client from Chaos to Competency

Today’s Objectives Understand correct budgeting procedures Determine the difference between one off and

ongoing clients Determine different case management processes for

one off and ongoing cases Understand good use of the Cash Flow forecast

What Information Do We Need?

When bills are due If WOF or Registration is coming due Any special events happening in the period Any other stuff that will need to be paid

What’s Next? Get Budgeting agreement signed –

explain it to the client Ring the company and negotiate as

hard as you can Ensure client is happy with the

outcome Ask if the client wants any more help Explain the ongoing process of

budgeting and how beneficial it can be as a long term solution – remember to remain non-judgemental

If the client is clear on not wanting more help bring the appointment to an end

Send through confirmation paperwork if required

Write up detailed case notes including time taken

Complete discharge form and any other administration required by your service

Close the file, put it away & pat yourself on the back

What’s Next? Verification of income Contact creditors to get balances Send out Budget Agreements and letter # 1 Draft budget and debt schedule Come up with some possible suggestions Write up detailed Case notes including time spent

What’s Next? More contacting of creditors (new ones?) Debt Payment Plan Long Term Cash flow Need to start coming up with concrete solutions that

address the client’s needs/goals Write up detailed Case notes including time spent

What Information Do We Need?

When bills are due If WOF or Registration is coming due Any special events happening in the period Any other stuff that will need to be paid

Third Interview Continuous monitoring of day to day spending to ensure client is

sticking to the budget. Final draft of budget (or working towards that) Client agreeing to debt payment plan Setting up/agreeing to a system for the client’s finances that

meets their needs and allows them to work towards self managing their money

Check the work done so far against the client’s goals – are we on the right track

When Do we Close a Case?

When Do we Close a Case?

When the client has reached their goals