Professional Development

Writing Effective Case Notes [Event full]

Case notes reflect the work you do with the people who access your services, and importantly, documents their experience, their story, and the process of working with you and the organisation in a context of support and change. How you write about your work with children, young people, and adults is an important task for all case workers. Effective case notes and documentation has many purposes and assists in the process of facilitating support and enabling a clear and coherent record of service delivery and its outcomes. This workshop will explore case note writing and other documentation in a context of casework and will cover key areas including:

  • Principles of good case note writing
  • Legal and ethical responsibilities in keeping a documented record of casework. This includes confidentiality, privacy, and other obligations in creating and retaining records
  • Language – the power of the words we use
  • What to write? – Identifying a structure of records that are relevant and essential in documenting casework


Learning Outcomes:

  • Identify key features of case records for ethical, legal and professional accountability requirements;
  • Explore practice points on what to include in case records for various types of work (individual, group) and recording in a variety of family work settings;
  • Demonstrate strengths-based case recording skills – noticing and interpreting (Facts vs professional judgement vs personal opinion), and
  • Use critical reflection of what makes good record keeping when working with children, young people, and their families.

Who should attend this workshop?

TEI funded and all other community services


Tricia Williams is a consultant trainer specialising in child protection and family violence. She has worked for over 30 years in the sector including roles within both DCJ and NGOs. Tricia has held both caseworker and manager positions in services that specialise in child sexual abuse, family violence and child protection. Passionate about creating change and better outcomes for children, young people and families, Tricia has a particular interest in bringing the voice of children to our work with families.

Tricia provides a range of services for both government and non-government agencies including supervision and training and development work for both statutory child protection caseworkers and other staff within NGOs addressing child protection issues, case management, trauma-informed practice and working with families for change.


To participate in this event you must have access to a PC with video capabilities and a reliable internet connection.


More Information

LEAD, ph (02) 9620 6172 or email

Code: WS2403


The event is finished.

Online Workshop


Thursday 08 September 2022


9:30 AM - 1:30 PM

More Info



Online Workshop


Online via Zoom


  • Member: $36.00 + GST
  • Non-Member: $60.00 + GST

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