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The Case Plan Partner Workbook
What the Client Wants — In Their Own Words, Not the File's
The case plan is about you. This workbook makes sure it sounds like you.
For the client in a social service case plan whose goals were written about them without them — and who wants their own voice in the process.
The Name It First Experience
The Case Plan Partner Workbook gives clients in case plans a structured way to put their own voice into the process — before, during, or alongside the professional assessment. Your Case Plan Voice documents what you want, what you understand about where you are, and what success looks like in your own words. The output is not compliance. It is authorship.
You can opt into 30-, 60-, and 90-day check-ins from your account. We recommend you do — the point is to see what changed.
Sample questions
- Describe what a good outcome looks like for you — in your life, in your terms, as specifically as you can.
- What has helped you most in making progress — and how do you build on that?
- What would success look like for you in your own words — not the outcome someone else is measuring, but what you want?
- What is one thing you could do this week that would move you closer to what you want for your future?
Research basis
O'Brien and Smull (person-centered planning) / Deci and Ryan (self-determination theory and autonomy in goal-setting) / White (narrative therapy and client authorship) / child welfare practice research on client-input case plans.
Choose your format.
Every format asks the same questions and produces the same document.
Print Paperbackpersonalize
A real book and a pen. Write in the margins. The most permanent version of you on a page.
$19.99
eBook + journal
The full guide on any screen, with a companion journal to write your answers by hand.
Not available
Audiobook
We read every question and every scenario aloud. For the commute, the walk, the dishes.
Not available
Hardcoverpersonalize
The keepsake edition — sewn, ribboned, made to sit on a shelf and be returned to.
Not available
Digital Fill + membership+membership
Answer on screen. Your responses save as you go and assemble into your finished document.
$9.99
Hands-Free Interactive + membership+membership
Listen to each question and speak your answer. We capture it. You never touch a keyboard.
Not available
Everything packages
The Paperback Everything Package
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The Hardcover Everything Package
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The Premium Hardcover Everything Package
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Choose your pace.
The Essential path takes you to your finished document by the questions that matter most. The Full-depth path walks every question, every scenario, every angle. Both produce the same signed document — one just goes deeper on the way there.
Essential path
Shorter sessions. The questions that go directly to the document.
Full depth
Every question. Every scenario, every angle.
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