Helping process – seven steps
Engagement
Assessment
Planning or refer elsewhere
Intervention
Evaluation
Termination
Follow up
Helping process step one – engagement (6)
build rapport
Establish trust
Intake
Review confidentiality
Secure informed consent
Setting of boundaries
Helping process step two – assessment (3)
Gather information
Determine presenting problem
Identify strengths and weaknesses
Helping process step three – planning (5)
Setting goals
Selecting treatment modalities
Develop action plan
Create treatment plan
Or… refer elsewhere for needed assistance
Helping process step four – intervention
Actively working with client – actions are taken by both client and SW
Utilize techniques to carry out work towards goals
Assigned client tasks and activities – these are the actionable steps taken to achieve goals
Helping process step five – evaluation (3)
review client’s progress
Determine what is/isn’t working
This is a cyclical, ongoing process
Helping process step six – termination (3)
 Closing therapeutic relationship
Goals have hopefully been met!
Services are hopefully no longer needed!
Termination must be discussed before carried out
Helping process step seven – follow up
Reach out to former client to see how they’re doing