WEBVTT 00:00:00.000 --> 00:00:02.600 Hello, I'm Anna. I'm a social worker and also a YouTuber, 00:00:02.600 --> 00:00:06.100 and I'm so, so excited for today's video series 00:00:06.100 --> 00:00:08.720 where we will be going over the social work helping process. 00:00:08.720 --> 00:00:11.800 This is also following the social work Generalist Intervention Model, 00:00:11.800 --> 00:00:13.482 which you might also hear it talked about, 00:00:13.482 --> 00:00:15.800 but really it's the steps, the basic framework 00:00:15.800 --> 00:00:18.960 that every social worker uses in their form of intervention. 00:00:18.960 --> 00:00:23.120 This is applicable on a micro level, on a meso level, and on a macro level, 00:00:23.120 --> 00:00:25.680 and we'll talk about not only what each step is, 00:00:25.680 --> 00:00:27.160 but also how to do it well, 00:00:27.160 --> 00:00:29.400 what it includes, and how to do it ethically. 00:00:29.400 --> 00:00:32.109 If you haven't seen me before, hi, like I said, I'm Anna 00:00:32.109 --> 00:00:35.300 and I have a lot of videos covering lots of different topics of social work 00:00:35.300 --> 00:00:38.660 and then also give a look into my authentic life as a social worker. 00:00:38.660 --> 00:00:41.100 I graduated with my MSW about a year ago 00:00:41.100 --> 00:00:43.500 and have had a postgrad journey since then 00:00:43.500 --> 00:00:45.820 that I would love for you to subscribe and join along for. 00:00:45.820 --> 00:00:48.260 In today's video, we will be talking specifically about 00:00:48.260 --> 00:00:51.260 the engagement and assessment steps of the helping process. 00:00:51.260 --> 00:00:54.300 The second video in this series will cover planning and intervention 00:00:54.300 --> 00:00:57.540 and the final video in this series will cover evaluation and termination, 00:00:57.540 --> 00:01:00.060 which gave a spoiler into the steps of the helping process. 00:01:00.060 --> 00:01:01.900 But that's okay, you're gonna learn them anyways. 00:01:01.900 --> 00:01:05.032 Without too much further introduction, let's get into the helping process. 00:01:05.032 --> 00:01:06.820 Like I said, these steps are going to be 00:01:06.820 --> 00:01:09.140 a basic framework that social workers follow. 00:01:09.140 --> 00:01:12.967 Obviously, each social worker's way that they do each step of this process 00:01:12.967 --> 00:01:15.641 and the little caveats and tools they use in between 00:01:15.641 --> 00:01:18.992 will look different depending on what area of the field you work within 00:01:18.992 --> 00:01:21.100 and also what your scope of practice is, 00:01:21.100 --> 00:01:24.177 whether it's one on one, whether it's with groups, with communities, 00:01:24.177 --> 00:01:26.709 with states, with countries, whatever you're doing. 00:01:26.709 --> 00:01:28.720 But no matter where you work in social work, 00:01:28.720 --> 00:01:30.660 the code of ethics is always applicable. 00:01:30.660 --> 00:01:34.402 And so, I think it's really important to begin with the principles of social work 00:01:34.402 --> 00:01:35.777 so we can see how those apply 00:01:35.777 --> 00:01:37.850 as we go into the steps of the helping process. 00:01:37.850 --> 00:01:39.506 The principles of the social work profession 00:01:39.506 --> 00:01:41.461 are that social workers' primary goal 00:01:41.461 --> 00:01:44.133 is to help people in need and address social problems. 00:01:44.133 --> 00:01:47.160 Both of those two, help people in need and address social problems. 00:01:47.160 --> 00:01:49.280 Social workers challenge social injustice, 00:01:49.280 --> 00:01:52.530 social workers respect the inherent worth and dignity of the person. 00:01:52.530 --> 00:01:55.760 Social workers recognize the central importance of human relationships. 00:01:55.760 --> 00:01:58.126 Social workers behave in a trustworthy manner. 00:01:58.126 --> 00:02:00.949 And social workers practice within their area of competence 00:02:00.949 --> 00:02:03.660 and develop and enhance their professional expertise. 00:02:03.660 --> 00:02:05.580 That applies to every social worker. 00:02:05.580 --> 00:02:07.653 The helping process contains six steps– 00:02:07.653 --> 00:02:10.058 sometimes seven, we'll kind of talk a little bit about that one– 00:02:10.058 --> 00:02:14.493 engagement, assessment, planning, intervention, evaluation, termination, 00:02:14.493 --> 00:02:16.180 and then the seventh one is follow up. 00:02:16.180 --> 00:02:17.720 No matter what social worker you are, 00:02:17.720 --> 00:02:19.550 no matter which area of the field you work in, 00:02:19.550 --> 00:02:22.260 you are always, always going to begin with engagement. 00:02:22.260 --> 00:02:23.620 When does engagement happen? 00:02:23.620 --> 00:02:25.340 As soon as you meet the client. 00:02:25.340 --> 00:02:27.469 It is the very first impression 00:02:27.469 --> 00:02:30.138 and it can also last way beyond the first session 00:02:30.138 --> 00:02:32.625 as you continue to establish a therapeutic rapport 00:02:32.625 --> 00:02:34.175 and build trust with the client. 00:02:34.175 --> 00:02:36.420 Whenever I say the client, all throughout these videos, 00:02:36.420 --> 00:02:38.650 I can mean an individual, I can mean a family, 00:02:38.650 --> 00:02:41.020 I can mean a group, I can mean a community. 00:02:41.020 --> 00:02:42.389 So with establishing rapport, 00:02:42.389 --> 00:02:44.570 it can be one to one with an individual in front of you, 00:02:44.570 --> 00:02:46.410 or it can be with a community as a whole, 00:02:46.410 --> 00:02:50.075 establishing rapport with a neighborhood or with a school, with a city. 00:02:50.075 --> 00:02:51.050 What is engagement? 00:02:51.050 --> 00:02:53.890 'Building rapport' is a super common phrase in social work, 00:02:53.890 --> 00:02:57.000 but it really just means establishing a trusting working relationship 00:02:57.000 --> 00:02:58.210 between yourself and the client. 00:02:58.210 --> 00:03:01.523 Do they know you? Do they trust you? Do they understand who you are? 00:03:01.523 --> 00:03:04.650 Ultimately, rapport is built over time, but starting off 00:03:04.650 --> 00:03:07.930 focusing in on establishing that rapport is so super crucial 00:03:07.930 --> 00:03:10.442 because it sets the foundation of how your working relationship 00:03:10.442 --> 00:03:12.530 will develop over time as you work with your client. 00:03:12.530 --> 00:03:15.170 Engagement is the first impression that the client will have of you. 00:03:15.170 --> 00:03:17.610 Are you focused on them and ready to assist them? 00:03:17.610 --> 00:03:20.260 Or are you frazzled and distracted and acting as if 00:03:20.260 --> 00:03:22.330 they're just another thing in your day that you have to do. 00:03:22.330 --> 00:03:23.220 As I've already mentioned, 00:03:23.220 --> 00:03:25.650 and as I'm sure I'll continue to mention throughout these videos, 00:03:25.650 --> 00:03:29.090 the steps and what they include will vary based on what you're doing. 00:03:29.090 --> 00:03:33.330 However, some aspects of engagement that are pretty much always included, 00:03:33.330 --> 00:03:34.850 number one is an introduction, 00:03:34.850 --> 00:03:38.279 letting the client know who you are, what you do, what your role is, 00:03:38.279 --> 00:03:40.970 and also letting the client introduce themselves, listening to them. 00:03:40.970 --> 00:03:42.399 What's their name? Why are they there? 00:03:42.399 --> 00:03:46.837 Engagement will include explaining confidentiality and confidentiality limits. 00:03:46.837 --> 00:03:49.910 This is super important because before you do anything with a client, 00:03:49.910 --> 00:03:53.190 they need to know where the information that they disclose will go, 00:03:53.190 --> 00:03:56.072 who it will go to, when it is protected, and when it is not 00:03:56.072 --> 00:03:58.750 because then they can be informed as they talk with you. 00:03:58.750 --> 00:04:01.870 Reading from the social work Code of Ethics, this is 1.01, 00:04:01.870 --> 00:04:05.830 "But social workers primary responsibility is to promote the well being of clients. 00:04:05.830 --> 00:04:08.085 In general, clients interests are primary. 00:04:08.085 --> 00:04:11.010 However, social workers' responsibility to the larger society 00:04:11.010 --> 00:04:12.623 or specific legal obligations 00:04:12.623 --> 00:04:16.013 may, on limited occasions, supersede the loyalty owed clients 00:04:16.013 --> 00:04:17.820 and clients should be so advised. 00:04:17.820 --> 00:04:19.602 Examples include when a social worker 00:04:19.602 --> 00:04:22.359 is required by law to report that a client has abused a child 00:04:22.359 --> 00:04:24.459 or has threatened to harm themselves or others." 00:04:24.459 --> 00:04:26.220 So sometimes in a therapeutic room, 00:04:26.220 --> 00:04:29.180 that could look like, "Everything you say here is confidential, 00:04:29.180 --> 00:04:31.580 meaning that I'm not going to go and tell other people about it, 00:04:31.580 --> 00:04:33.140 but the limits to that will be 00:04:33.140 --> 00:04:35.507 if you let me know that you are planning to hurt yourself 00:04:35.507 --> 00:04:37.100 or if there are allegations of abuse. 00:04:37.100 --> 00:04:40.205 Which in those cases, I'm legally obligated to make sure that everyone is safe." 00:04:40.205 --> 00:04:43.013 It doesn't have to be that exact line, maybe that exact line isn't perfect, 00:04:43.013 --> 00:04:44.595 but something like that so they know, 00:04:44.595 --> 00:04:47.310 "Okay, if I tell the social worker that I am a harm to myself, 00:04:47.310 --> 00:04:49.830 that social worker then has an obligation to do something about it." 00:04:49.830 --> 00:04:51.252 Lets them know what's gonna happen 00:04:51.252 --> 00:04:53.423 based on what they disclose or what they don't disclose. 00:04:53.423 --> 00:04:56.070 So introduction, confidentiality and limits to it. 00:04:56.070 --> 00:04:59.590 You'll also discuss the agency's services and what your role is within that. 00:04:59.590 --> 00:05:03.070 Maybe this agency offers assistance in connecting clients 00:05:03.070 --> 00:05:06.525 to resources to obtain housing, food, employment, 00:05:06.525 --> 00:05:10.101 and what I'm here to do is assess if what we offer fits what your needs are. 00:05:10.101 --> 00:05:11.940 I totally made that up, but something like that 00:05:11.940 --> 00:05:14.840 where it explains what we offer and who you are so they know, 00:05:14.840 --> 00:05:17.160 "Okay, this is the situation, this is what we're doing." 00:05:17.160 --> 00:05:19.540 Engagement will also include setting boundaries. 00:05:19.540 --> 00:05:22.235 Again, this will look different depending on where you're at. 00:05:22.235 --> 00:05:24.440 Sometimes boundaries will be explicitly stated. 00:05:24.440 --> 00:05:27.231 Maybe if you are in a therapy setting in a private practice 00:05:27.231 --> 00:05:28.360 and you explicitly state, 00:05:28.360 --> 00:05:30.720 "I am not able to be reached outside of business hours, 00:05:30.720 --> 00:05:33.800 but if you do have a crisis in which you need help outside of business hours, 00:05:33.800 --> 00:05:36.160 here is a resource or line you can call." Something like that. 00:05:36.160 --> 00:05:37.560 If there are boundaries that need to be set, 00:05:37.560 --> 00:05:39.110 sometimes they can be explicitly stated. 00:05:39.110 --> 00:05:40.860 Or if a client misunderstands what 00:05:40.860 --> 00:05:42.390 the services are that you're offering them like, 00:05:42.390 --> 00:05:44.530 "Oh, perfect, I can't wait for you to pick me up each week 00:05:44.530 --> 00:05:46.820 and we can go get groceries together and you'll pay for them," 00:05:46.820 --> 00:05:48.268 you need to explicitly state, 00:05:48.268 --> 00:05:50.670 "Actually, the services that we provide are [blank] 00:05:50.670 --> 00:05:52.640 and I'm so excited to be able to connect you with resources." 00:05:52.640 --> 00:05:55.500 Kind of clearing up what the role is, that's setting boundaries. 00:05:55.500 --> 00:05:58.620 Another part of engagement is talking through expectations for treatment. 00:05:58.620 --> 00:06:00.155 Say that you are in a therapy setting 00:06:00.155 --> 00:06:02.580 and you have a client coming in for the first time and they say, 00:06:02.580 --> 00:06:04.180 "I just can't wait for you to fix me. 00:06:04.180 --> 00:06:06.171 I can't wait to be happy every single day. 00:06:06.171 --> 00:06:09.100 Probably by next week, right? I'll never feel sad again." 00:06:09.100 --> 00:06:12.957 But talking through a realistic trajectory of what may happen in therapy, 00:06:12.957 --> 00:06:15.485 what to expect, not promising any outcomes 00:06:15.485 --> 00:06:17.860 because we can never guarantee any outcomes, saying, 00:06:17.860 --> 00:06:21.708 "I would love to work with you to identify what the stressors are in your life 00:06:21.708 --> 00:06:23.992 and what steps you can take to lessen them." 00:06:23.992 --> 00:06:25.260 Something like that. 00:06:25.260 --> 00:06:28.780 Engagement will also include obtaining informed consent. 00:06:28.780 --> 00:06:32.060 This is very important because after you discuss expectations for treatment, 00:06:32.060 --> 00:06:33.660 what your role is, what the boundaries are. 00:06:33.660 --> 00:06:34.980 Clients get to decide if 00:06:34.980 --> 00:06:36.900 your services are something they want to go through with. 00:06:36.900 --> 00:06:38.820 You don't get to force your services onto a client. 00:06:38.820 --> 00:06:40.260 Self determination is key. 00:06:40.260 --> 00:06:42.092 Obviously, there are some settings where 00:06:42.092 --> 00:06:43.820 informed consent will look a little bit different. 00:06:43.820 --> 00:06:46.300 For example, if things are court mandated, court ordered, 00:06:46.300 --> 00:06:49.690 but in those cases where you can promote self determination in a client, 00:06:49.690 --> 00:06:50.745 you should still do so. 00:06:50.745 --> 00:06:52.770 But as far as obtaining informed consent goes, 00:06:52.770 --> 00:06:55.528 we can go back to our code of ethics because it talks about it explicitly, 00:06:55.528 --> 00:06:59.687 1.03, "Social workers should use clear and understandable language 00:06:59.687 --> 00:07:01.930 to inform clients of the purpose of services, 00:07:01.930 --> 00:07:03.490 risks related to the services, 00:07:03.490 --> 00:07:04.690 limits to the services, 00:07:04.690 --> 00:07:06.730 relevant costs, reasonable alternatives, 00:07:06.730 --> 00:07:08.948 clients right to refuse or withdraw consent, 00:07:08.948 --> 00:07:10.770 and the time frame covered by the consent. 00:07:10.770 --> 00:07:14.045 Social workers should provide clients with an opportunity to ask questions." 00:07:14.045 --> 00:07:16.682 This doesn't mean just do a real quick spiel that you have memorized 00:07:16.682 --> 00:07:18.860 so super fast the client doesn't actually understand it 00:07:18.860 --> 00:07:20.960 and you're like, "Okay, cool? Cool." And then you're done. 00:07:20.960 --> 00:07:22.200 That's not really what consent is. 00:07:22.200 --> 00:07:25.100 The client needs to have the fullest understanding that they can possible 00:07:25.100 --> 00:07:26.517 of what the process will look like 00:07:26.517 --> 00:07:28.560 because there shouldn't be surprises that come up along the way. 00:07:28.560 --> 00:07:30.880 For example, you get five sessions in and then you're like, 00:07:30.880 --> 00:07:34.000 "Actually, you owe $1,500 and I didn't tell you about that till now." 00:07:34.000 --> 00:07:35.720 Hopefully, no social worker is doing that. 00:07:35.720 --> 00:07:37.364 But that's a drastic example of 00:07:37.364 --> 00:07:41.110 a lack of information given upfront that the client can consent to 00:07:41.110 --> 00:07:43.940 and say, "Okay, I understand the risks of what I'm getting into." 00:07:43.940 --> 00:07:46.780 For example, the fact that therapy might not always be comfortable. 00:07:46.780 --> 00:07:49.380 Okay, I understand that and I'm still willing to go through with it. 00:07:49.380 --> 00:07:51.900 I understand the pay scale, I understand when payment is due, 00:07:51.900 --> 00:07:54.149 I understand the expectations of me, I understand your role, 00:07:54.149 --> 00:07:55.886 and this is something that I'm willing to do. 00:07:55.886 --> 00:07:58.540 And notice that it says clear and understandable language. 00:07:58.540 --> 00:08:00.700 If there is a language barrier between you and your client, 00:08:00.700 --> 00:08:02.420 they can't give informed consent if you 00:08:02.420 --> 00:08:04.990 haven't presented information to them in a way that they can understand. 00:08:04.990 --> 00:08:06.440 Then it also goes on to say, 00:08:06.440 --> 00:08:09.760 "In instances when clients are receiving services involuntarily–" 00:08:09.760 --> 00:08:11.600 like what we mentioned, maybe it's court ordered, 00:08:11.600 --> 00:08:13.760 maybe it's an involuntary hospitalization. 00:08:13.760 --> 00:08:15.548 "–social workers should provide information 00:08:15.548 --> 00:08:17.626 about the nature and the extent of services 00:08:17.626 --> 00:08:20.080 and about the extent of client's right to refuse service." 00:08:20.080 --> 00:08:21.680 Quick overview of what we discussed. 00:08:21.680 --> 00:08:23.520 Engagement includes introductions, 00:08:23.520 --> 00:08:25.640 explaining confidentiality and the limits to it, 00:08:25.640 --> 00:08:28.240 discussing agency services and the social worker's role, 00:08:28.240 --> 00:08:31.080 setting boundaries, talking through expectations of services, 00:08:31.080 --> 00:08:32.640 and obtaining informed consent. 00:08:32.640 --> 00:08:34.280 Some tips to do engagement well. 00:08:34.280 --> 00:08:37.280 I think number one is just remember that it's a human to human interaction. 00:08:37.280 --> 00:08:40.419 Treat your client how you would want your loved one to be treated 00:08:40.419 --> 00:08:41.804 if they walked into your agency. 00:08:41.804 --> 00:08:44.090 If you have an imaginary uncle who's out there 00:08:44.090 --> 00:08:46.330 and was gonna walk through the front doors of your agency, 00:08:46.330 --> 00:08:48.690 be kind, be welcoming, don't be judgmental. 00:08:48.690 --> 00:08:50.130 It's a human to human interaction. 00:08:50.130 --> 00:08:52.790 I think lots of times social workers can put pressure on themselves, are like, 00:08:52.790 --> 00:08:55.810 "Okay, it's time to be the superhero social worker." 00:08:55.810 --> 00:08:57.610 It's okay to laugh, to chat a little bit, 00:08:57.610 --> 00:09:00.170 to do a little bit of small talk, really establish that rapport. 00:09:00.170 --> 00:09:01.530 Whether you need to talk about the weather 00:09:01.530 --> 00:09:03.330 or if there's a sports game that just happened, 00:09:03.330 --> 00:09:05.170 being able to build a working relationship 00:09:05.170 --> 00:09:08.250 will ultimately lead to a beneficial social worker-client relationship. 00:09:08.250 --> 00:09:12.238 A buzz phrase in social work is to meet the client where they are at. 00:09:12.238 --> 00:09:15.270 And that just means however the client is arriving to you, 00:09:15.270 --> 00:09:19.190 maybe they're not super ready or not super comfortable to enter services, 00:09:19.190 --> 00:09:20.830 meeting them there instead of assuming 00:09:20.830 --> 00:09:23.270 that they're so gung ho about something they're not. 00:09:23.270 --> 00:09:25.464 If they have reservations, meeting them there, 00:09:25.464 --> 00:09:28.070 it's okay if a client doesn't immediately warm up to you. 00:09:28.070 --> 00:09:30.830 Just because you do social work every day doesn't mean that a client 00:09:30.830 --> 00:09:33.950 is used to participating in social work services every day. 00:09:33.950 --> 00:09:36.540 If there is resistance there, you can acknowledge that. 00:09:36.540 --> 00:09:38.830 Like, "I know it's hard to get up and show up here, 00:09:38.830 --> 00:09:40.112 but I'm so glad you did 00:09:40.112 --> 00:09:42.401 and I'm looking forward to seeing what we can do together." 00:09:42.401 --> 00:09:44.030 Part of this too is to be aware of 00:09:44.030 --> 00:09:45.929 any cultural differences that might be present 00:09:45.929 --> 00:09:48.070 or any power imbalances that might be present. 00:09:48.070 --> 00:09:50.030 Maybe a client has only ever had 00:09:50.030 --> 00:09:52.340 negative experiences with previous social workers. 00:09:52.340 --> 00:09:53.718 You can't get personally offended 00:09:53.718 --> 00:09:55.910 if they come in reserved and not really wanting to talk to you. 00:09:55.910 --> 00:09:57.830 Meeting them where they're at is understanding, like, 00:09:57.830 --> 00:09:59.910 "Okay, they haven't had great experiences in the past. 00:09:59.910 --> 00:10:02.990 I'm gonna do what I can to make sure that this experience doesn't match those." 00:10:02.990 --> 00:10:04.990 But understand that they're coming in reserved, 00:10:04.990 --> 00:10:06.750 they're coming in hesitant and that's okay. 00:10:06.750 --> 00:10:08.910 One size does not fit all for engagement. 00:10:08.910 --> 00:10:11.830 Every person is different, so you're going to engage every person differently. 00:10:11.830 --> 00:10:14.550 I think that can seem pretty obvious when you're just sitting here saying it, 00:10:14.550 --> 00:10:16.340 but it's important to remember 00:10:16.340 --> 00:10:19.020 as you are a social worker engaging with clients. 00:10:19.020 --> 00:10:20.920 Using your soft skills that you've learned 00:10:20.920 --> 00:10:23.512 through the engagement process is so important. 00:10:23.512 --> 00:10:26.860 Find empathy for your client, maintain eye contact when appropriate. 00:10:26.860 --> 00:10:29.300 Show your client that you're focused on them, you're listening to them. 00:10:29.300 --> 00:10:30.700 It means actively listening. 00:10:30.700 --> 00:10:32.540 Pay attention to your posture. 00:10:32.540 --> 00:10:34.100 Are you just sitting and typing 00:10:34.100 --> 00:10:35.540 and looking away from them while they're talking to you? 00:10:35.540 --> 00:10:37.510 They're not going to feel as engaged. 00:10:37.510 --> 00:10:39.440 As if you turn to face them, 00:10:39.440 --> 00:10:41.000 have an open posture, 00:10:41.000 --> 00:10:43.000 maybe nod along as they're talking. 00:10:43.000 --> 00:10:44.160 You don't have to overdo it, 00:10:44.160 --> 00:10:46.440 but just show signs that you are actively listening to them. 00:10:46.440 --> 00:10:49.280 Focus on and be receptive to the client's thoughts and feelings. 00:10:49.280 --> 00:10:51.784 Social work is client centered and so that includes 00:10:51.784 --> 00:10:54.680 you being client centered whenever a client comes in. 00:10:54.680 --> 00:10:56.920 A lot of those soft skills you'll use anytime, 00:10:56.920 --> 00:10:58.800 especially when you're doing micro social work, 00:10:58.800 --> 00:11:00.480 when you're working one on one with a person. 00:11:00.480 --> 00:11:02.120 It can begin to look a little bit different 00:11:02.120 --> 00:11:04.251 once you move into meso and macro social work, 00:11:04.251 --> 00:11:06.320 which if you don't know the differences between those levels, 00:11:06.320 --> 00:11:09.680 I do have a video that talks all about micro versus meso versus macro, 00:11:09.680 --> 00:11:11.325 but say you're doing meso social work, 00:11:11.325 --> 00:11:12.818 all the soft skills that I just mentioned 00:11:12.818 --> 00:11:14.650 are still so important when you're meeting with people, 00:11:14.650 --> 00:11:17.050 but if you're trying to establish rapport with the community, 00:11:17.050 --> 00:11:19.250 maybe attending community events, being present, 00:11:19.250 --> 00:11:22.890 getting to know who the stakeholders are in the community, who holds power, 00:11:22.890 --> 00:11:25.290 who has influence in the community, getting to know them, 00:11:25.290 --> 00:11:28.211 meeting different people with various different roles in the community, 00:11:28.211 --> 00:11:30.210 or if you're working more macro focused, 00:11:30.210 --> 00:11:32.290 meeting people who are personally affected by 00:11:32.290 --> 00:11:35.410 the macro social issue or macro problem that you're working with, 00:11:35.410 --> 00:11:37.785 meeting with people who hold the power to change, 00:11:37.785 --> 00:11:41.310 and meeting with the people who care and who identified the social problem 00:11:41.310 --> 00:11:43.600 and brought you in to do something about it. 00:11:43.600 --> 00:11:45.840 All in all, engagement is the foundation. 00:11:45.840 --> 00:11:47.920 It's what the rest of your helping process, 00:11:47.920 --> 00:11:50.646 the rest of your work with a client will be based off of 00:11:50.646 --> 00:11:53.332 and giving it the proper time and energy that it deserves 00:11:53.332 --> 00:11:54.840 is super, super important. 00:11:54.840 --> 00:11:57.760 But once you do all of the steps that we mentioned in engagement, 00:11:57.760 --> 00:12:00.715 the second step of the helping process is moving into assessment. 00:12:00.715 --> 00:12:04.670 Assessment only happens after you have obtained informed consent. 00:12:04.670 --> 00:12:07.110 You've let them know the limits of confidentiality. 00:12:07.110 --> 00:12:09.070 They know your role, they know what you're doing, 00:12:09.070 --> 00:12:10.590 they know what services you can offer, 00:12:10.590 --> 00:12:11.710 then it's time to assess. 00:12:11.710 --> 00:12:14.670 In short, assessment is determining what the presenting problem is. 00:12:14.670 --> 00:12:16.910 Again, this can be micro, meso, or macro. 00:12:16.910 --> 00:12:19.150 A problem must be known in order to be solved. 00:12:19.150 --> 00:12:22.744 If you go in blind, close your eyes and shooting darts at the bull's eye, 00:12:22.744 --> 00:12:24.382 don't do that. No. 00:12:24.382 --> 00:12:28.258 Additionally, assessment determines what the client is seeking treatment for. 00:12:28.258 --> 00:12:29.880 Your assessment isn't to see, okay, 00:12:29.880 --> 00:12:33.014 I'm going to look at this client's life and determine what I think are problems 00:12:33.014 --> 00:12:35.250 and determine what I think they need to work on. 00:12:35.250 --> 00:12:37.321 No, you're figuring out why did the client show up? 00:12:37.321 --> 00:12:39.560 What's going on? What do they want help with? 00:12:39.560 --> 00:12:41.120 Also, why are they here now? 00:12:41.120 --> 00:12:43.360 What changed in the presenting problem where, 00:12:43.360 --> 00:12:45.040 today's the day where they showed up to you? 00:12:45.040 --> 00:12:48.200 What has gone on leading up to them taking the steps to take action now? 00:12:48.200 --> 00:12:49.560 Depending on your agency, 00:12:49.560 --> 00:12:52.196 there may be specific tools, specific questionnaires, 00:12:52.196 --> 00:12:55.045 specific templates that you use for your assessment. 00:12:55.045 --> 00:12:57.370 Depending on what kind of information you need, 00:12:57.370 --> 00:13:00.587 if you're in a school with children, you're going to need different information 00:13:00.587 --> 00:13:03.770 than if you're working with veterans assisting them to get home loans. 00:13:03.770 --> 00:13:06.130 Part of the way that social work as a discipline 00:13:06.130 --> 00:13:09.510 is different from some other educational backgrounds in assessments 00:13:09.510 --> 00:13:12.551 is that it takes account for multiple different parts of the client's life 00:13:12.551 --> 00:13:15.570 and how they all play together to affect a presenting problem. 00:13:15.570 --> 00:13:17.610 For example, in social work background, 00:13:17.610 --> 00:13:20.530 a mental health struggle is not just biologically based. 00:13:20.530 --> 00:13:23.050 It may also be exasperated by social pressures, 00:13:23.050 --> 00:13:25.597 systemic oppression, maladaptive cognitions. 00:13:25.597 --> 00:13:26.995 There's more that goes into it. 00:13:26.995 --> 00:13:30.890 You need to collect information before you begin any kind of intervention, 00:13:30.890 --> 00:13:33.843 or else, how do you know that your intervention is a fit for the client 00:13:33.843 --> 00:13:36.010 and a fit for the presenting problem that they came in with? 00:13:36.010 --> 00:13:38.640 Like I said, the exact information that you're looking for 00:13:38.640 --> 00:13:40.210 will vary based on where you are, 00:13:40.210 --> 00:13:42.450 what you're doing, who you are, what your role is. 00:13:42.450 --> 00:13:44.676 But some elements that will be included in the assessment 00:13:44.676 --> 00:13:47.610 that you'll be asking people about may include biological elements, 00:13:47.610 --> 00:13:50.290 psychological elements, sociological elements. 00:13:50.290 --> 00:13:53.518 I don't know if you noticed, but biopsychosocial. 00:13:53.518 --> 00:13:55.390 Probably heard of those types of assessments before. 00:13:55.390 --> 00:13:59.270 In assessment, this is a great time for you to use a strengths based perspective, 00:13:59.270 --> 00:14:01.870 which I also have a video on if you'd like to learn more about it. 00:14:01.870 --> 00:14:05.030 But you're not looking at what problems are in this client's life. 00:14:05.030 --> 00:14:07.670 You're also looking at what strengths does a client come in with, 00:14:07.670 --> 00:14:09.790 what resources are available for them to use. 00:14:09.790 --> 00:14:12.470 Along with that, you'll identify any gaps in services 00:14:12.470 --> 00:14:15.168 or any barriers to services that a client might be facing. 00:14:15.168 --> 00:14:17.110 You'll be looking at how does your client system 00:14:17.110 --> 00:14:18.910 interact with other systems around them, 00:14:18.910 --> 00:14:23.208 whether your client system is an individual, family, a group, a community. 00:14:23.208 --> 00:14:26.710 Also, sometimes in assessment, you will obtain collateral information. 00:14:26.710 --> 00:14:29.750 This means information from people outside of your client system 00:14:29.750 --> 00:14:32.830 that may be necessary to get a holistic picture of an assessment. 00:14:32.830 --> 00:14:34.070 Now, with collateral information, 00:14:34.070 --> 00:14:36.499 ensure that you have proper consent from your client 00:14:36.499 --> 00:14:38.630 in order to talk about them to anyone else, 00:14:38.630 --> 00:14:39.925 whether it's another professional, 00:14:39.925 --> 00:14:41.910 whether it's a family member, a school teacher, 00:14:41.910 --> 00:14:44.238 make sure that the proper releases are given 00:14:44.238 --> 00:14:45.710 for you to talk about your client. 00:14:45.710 --> 00:14:48.350 That will be a question that whenever you start working somewhere new, 00:14:48.350 --> 00:14:50.975 you'll need to make sure you have clear, "Okay, who can we talk to 00:14:50.975 --> 00:14:53.530 and what is the process to go about releasing information 00:14:53.530 --> 00:14:56.850 or obtaining information from someone outside of the client with their consent. 00:14:56.850 --> 00:14:58.070 When working with children, 00:14:58.070 --> 00:15:01.245 you do not need a release to speak to their legal guardians 00:15:01.245 --> 00:15:03.030 and their legal guardians are generally the ones 00:15:03.030 --> 00:15:04.761 that provide consent for you to talk to anyone else. 00:15:04.761 --> 00:15:07.230 However, once you begin actually working with a child, 00:15:07.230 --> 00:15:10.190 it is important that you also respect their confidentiality. 00:15:10.190 --> 00:15:13.110 This means not being a revolving door straight back to the parents that, 00:15:13.110 --> 00:15:14.670 "Well, they're having a problem with this, this and this, 00:15:14.670 --> 00:15:15.790 these are their exact thoughts. 00:15:15.790 --> 00:15:17.184 They feel this way about you." 00:15:17.184 --> 00:15:20.720 Obviously, you keep legal guardians involved and updated on progress 00:15:20.720 --> 00:15:22.760 to the extent that it's beneficial to the child 00:15:22.760 --> 00:15:24.800 and to the client and that it is required of you, 00:15:24.800 --> 00:15:28.040 but children can have confidentiality even while they're children. 00:15:28.040 --> 00:15:31.116 Collateral information can also be obtained from past documents 00:15:31.116 --> 00:15:33.200 if a client has been with your agency before. 00:15:33.200 --> 00:15:35.000 Maybe someone else three years ago 00:15:35.000 --> 00:15:37.080 did an assessment similar to the one you're doing. 00:15:37.080 --> 00:15:40.040 You can look at that and obviously information has changed since then, 00:15:40.040 --> 00:15:42.640 but some may be the same, so you can review that information with the client, 00:15:42.640 --> 00:15:44.850 but maybe you don't have to start from exactly square one. 00:15:44.850 --> 00:15:48.020 Examples of presenting problems if you are in micro social work, 00:15:48.020 --> 00:15:50.100 maybe someone is coming in struggling with substance abuse 00:15:50.100 --> 00:15:51.420 and that's what they would like help with. 00:15:51.420 --> 00:15:53.060 Maybe someone has a missing resource, 00:15:53.060 --> 00:15:55.540 whether that's food, housing, employment, healthcare, 00:15:55.540 --> 00:15:57.780 maybe someone is coming in with a mental health struggle, 00:15:57.780 --> 00:16:00.820 maybe that's depression, maybe that's anxiety, maybe that's psychosis. 00:16:00.820 --> 00:16:02.700 Those are examples of, on a micro level, 00:16:02.700 --> 00:16:04.860 what an individual may be coming in with to you. 00:16:04.860 --> 00:16:07.257 On a meso level, a presenting problem could be 00:16:07.257 --> 00:16:09.154 an elementary school with low attendance rates 00:16:09.154 --> 00:16:11.380 and they're wanting you to intervene to help that out. 00:16:11.380 --> 00:16:13.460 A high school with low graduation rates, 00:16:13.460 --> 00:16:16.820 a geriatric care facility with a high rate of depression among its residents. 00:16:16.820 --> 00:16:18.820 Those are more meso, community based. 00:16:18.820 --> 00:16:21.518 It's not a group, but it's not country. 00:16:21.518 --> 00:16:23.300 Or, zooming out to macro social work, 00:16:23.300 --> 00:16:25.660 a city with a really high rate of unhoused people, 00:16:25.660 --> 00:16:27.658 a state with a high proportion of residents 00:16:27.658 --> 00:16:31.100 who are just living paycheck to paycheck or experiencing financial insecurity, 00:16:31.100 --> 00:16:34.340 a social work board with disproportionate pass rates by race. 00:16:34.340 --> 00:16:36.580 These are examples of more macro problems 00:16:36.580 --> 00:16:38.940 that social workers may attempt to intervene with. 00:16:38.940 --> 00:16:40.540 Some tips to assess well. 00:16:40.540 --> 00:16:44.208 Spending sufficient time and effort in the engagement stage 00:16:44.208 --> 00:16:47.140 will likely lead to a more honest and complete assessment. 00:16:47.140 --> 00:16:49.020 If someone just came in, they don't know you, 00:16:49.020 --> 00:16:51.100 they don't trust you, they don't know what you're doing, 00:16:51.100 --> 00:16:52.380 they don't know what your goal is. 00:16:52.380 --> 00:16:56.280 They're probably not going to be as honest and open as if they do trust you, 00:16:56.280 --> 00:16:58.720 do understand who you are, do understand what your goal is. 00:16:58.720 --> 00:17:01.280 Being receptive to clients' answers to your questions, 00:17:01.280 --> 00:17:03.160 no matter what they are, is important. 00:17:03.160 --> 00:17:05.880 Part of this is understanding how your body language comes across. 00:17:05.880 --> 00:17:08.600 Part of it is ensuring your responses aren't judgmental. 00:17:08.600 --> 00:17:10.062 You are not there to judge a client. 00:17:10.062 --> 00:17:13.480 You're there assessing needs so that you can help them break down those needs. 00:17:13.480 --> 00:17:15.680 Part of assessing is being comfortable with silence. 00:17:15.680 --> 00:17:19.666 Some topics discussed in assessment may be tough for a client to open up about 00:17:19.666 --> 00:17:20.960 and tough for a client to speak about. 00:17:20.960 --> 00:17:22.680 Holding space for that is important. 00:17:22.680 --> 00:17:24.840 Just because this is an everyday part of your life, 00:17:24.840 --> 00:17:26.740 discussing whichever topics you're discussing, 00:17:26.740 --> 00:17:28.960 does not mean that it's an everyday part of your client's life 00:17:28.960 --> 00:17:30.705 and does not mean that they are comfortable with it. 00:17:30.705 --> 00:17:32.450 They may be very willing to talk about it, 00:17:32.450 --> 00:17:35.010 but sometimes there's discomfort that comes up 00:17:35.010 --> 00:17:37.380 and being comfortable with just letting them take a second 00:17:37.380 --> 00:17:39.690 holding space for them, letting them speak on their own terms. 00:17:39.690 --> 00:17:43.431 Going back to our handy dandy code of ethics, this is 1.07 00:17:43.431 --> 00:17:45.970 "Social workers should respect clients' right to privacy. 00:17:45.970 --> 00:17:49.347 Social workers should not solicit private information from or about clients 00:17:49.347 --> 00:17:51.530 except for compelling professional reasons. 00:17:51.530 --> 00:17:54.810 Once private information is shared, standards of confidentiality apply. 00:17:54.810 --> 00:17:58.104 Social workers may disclose confidential information when appropriate 00:17:58.104 --> 00:18:00.049 with valid consent from a client 00:18:00.049 --> 00:18:02.890 or a person legally authorized to consent on behalf of a client. 00:18:02.890 --> 00:18:04.849 Social workers should protect the confidentiality 00:18:04.849 --> 00:18:07.607 of all information obtained in the course of professional service 00:18:07.607 --> 00:18:09.620 except for compelling professional reasons. 00:18:09.620 --> 00:18:13.037 General expectation that social workers will keep information confidential 00:18:13.037 --> 00:18:15.193 does not apply when disclosure is necessary 00:18:15.193 --> 00:18:18.980 to prevent serious, foreseeable and imminent harm to a client or others. 00:18:18.980 --> 00:18:21.470 In all instances, social workers should disclose 00:18:21.470 --> 00:18:23.794 the least amount of confidential information necessary 00:18:23.794 --> 00:18:25.310 to achieve the desired purpose. 00:18:25.310 --> 00:18:27.255 Only information that is directly relevant 00:18:27.255 --> 00:18:29.190 to the purpose for which the disclosure is made 00:18:29.190 --> 00:18:30.270 should be revealed." 00:18:30.270 --> 00:18:32.676 We've discussed the first two steps of the helping process: 00:18:32.676 --> 00:18:34.070 engagement and assessment, 00:18:34.070 --> 00:18:35.350 and I think it's important to circle back 00:18:35.350 --> 00:18:37.737 to those principles of the social work profession 00:18:37.737 --> 00:18:40.191 to see how they can connect in the first two steps. 00:18:40.191 --> 00:18:42.200 These are kind of reflection questions for you. 00:18:42.200 --> 00:18:44.360 What does it look like to help people in need 00:18:44.360 --> 00:18:47.220 and address social problems through engagement and assessment? 00:18:47.220 --> 00:18:48.120 How can you do that? 00:18:48.120 --> 00:18:51.760 How can social injustice be challenged through engagement and assessment? 00:18:51.760 --> 00:18:54.760 How can you respect the inherent dignity and worth of the person 00:18:54.760 --> 00:18:56.400 through engagement and assessment? 00:18:56.400 --> 00:18:59.256 How can you centralize the importance of human relationships 00:18:59.256 --> 00:19:00.790 through engagement and assessment? 00:19:00.790 --> 00:19:04.360 How can you be trustworthy through engagement and assessment? 00:19:04.360 --> 00:19:07.881 How can you ensure that you are practicing within your area of competence 00:19:07.881 --> 00:19:10.043 through both engagement and assessment? 00:19:10.043 --> 00:19:12.810 If you are curious what happens when you're a social worker, 00:19:12.810 --> 00:19:15.210 after you engage a client and after you assess, 00:19:15.210 --> 00:19:16.388 then make sure to subscribe 00:19:16.388 --> 00:19:18.890 so that you'll be around and see whenever part two is posted, 00:19:18.890 --> 00:19:21.290 where we will get into both planning and intervention, 00:19:21.290 --> 00:19:24.890 and then part three, where we will get into evaluation and termination. 00:19:24.890 --> 00:19:26.198 I hope this is helpful to you 00:19:26.198 --> 00:19:28.450 no matter where you're at in your social work journey, 00:19:28.450 --> 00:19:31.490 and I hope that there are many little reasons to smile in your day today. 00:19:31.490 --> 00:19:32.900 I'll see you next time. 00:19:32.900 --> 00:19:37.780 [music...]