Who we train
Training for case managers in homeless services
Case managers carry the relationship. They are the ones who sit with a client on the worst day of the month and still have to finish the notes before the shift ends. Our trainings give case managers practical tools for engaging clients, holding professional boundaries, responding when a situation turns, and documenting the work so it stands up to review.
What case managers are up against
- Engaging clients who are guarded, in crisis, or have been let down by services before
- Holding warm relationships and firm professional boundaries at the same time
- Staying safe during one-on-one meetings and home or unit visits
- Keeping case notes and files complete, timely, and compliant
How Be Shepherd helps
We come to your facility and train your case managers where they work, then mentor them live during their regular hours. We lead by example and set a standard to uphold, to give the best quality of service. The trainings and services below are the ones we most often recommend for case managers.
Recommended for case managers
Each training, tailored to case managers
Guides for case managers
Case Notes Best Practices: Writing Notes That Hold Up
How case managers can write clear, objective, timely case notes that support clients and stand up to an audit.
Read the guide Engagement and Case ManagementMotivational Interviewing Basics for Case Managers
An introduction to motivational interviewing for case managers: the core skills, examples, and common mistakes.
Read the guide Boundaries and EthicsCompassion Fatigue and Burnout in Homeless Services
How to recognize compassion fatigue and burnout in homeless services staff, and what workers and leaders can do about it.
Read the guide Engagement and Case ManagementWarm Handoffs: Making Referrals That Actually Connect
How to make warm handoff referrals that clients follow through on, from preparation to follow-up.
Read the guideGet started
Start with a free evaluation
We come to your facility, look at how your team works, and show you where you can save time and money.