This is a past event. Registration is closed. View other Ahi events.
Save the date
Save the dateAugust 17, 20221:30 PM - 4:00 PM (GMT+10)
Contact Person: Ahi Team
Event Details
Event Details

Case notes are an integral and important part of practice. Research shows that record- keeping practices have an impact on client outcomes because poor case notes can result in poor decision-making and adverse client outcomes (Preston-Shoot 2003, Cumming et al. 2007).

Designed for those who have an obligation to keep case notes and records for social housing clients, this workshop will provide participants with information about their legal and professional obligations regarding case notes and records, including how to write them in a professional and efficient way.

Time zone 

Ahi events are scheduled in the time zone in which they are held or hosted and may vary dependent on your location. Use our add to calendar option to check if a time difference applies to your location.

Course outline
Course outline

This online workshop takes a blended learning approach.

  • 1 x 2.5-hour online workshop session via Zoom
  • Access to online self-study learning content and downloadable resources
  • Option to participate in an individual telephone/video coaching session to further personalise the learning and build confidence

What you'll learn: 

  • Why it is necessary to keep case notes and records (this section includes a discussion of professional and legal obligations)
  • Different types of records
  • Common mistakes when keeping case notes and records and how to avoid them
  • How to write notes as efficiently as possible
  • Writing in a way that is easy to defend and hard to attack
  • A suggested structure for keeping case notes and records
  • How to write case notes and records in a way that is respectful of the client and allows the worker to discharge his or her professional responsibilities
  • Detailed guidelines on writing client requested letters (letters of support)
Workshop Facilitator
Workshop Facilitator
  • Jo Leckie

    Jo Leckie

Jo is an accomplished, enthusiastic and motivational facilitator and public speaker who prides herself on delivering memorable training that translates to the workplace. She utilises accelerated learning techniques to deliver lively, interactive and engaging on-line and in person workshops.

Jo holds an ILM Certificate in Coaching a BSc Honours degree from De Montfort University and a Certificate in Learning and Development.

Having worked in leadership roles for some of the largest social housing providers in the UK and Australia, Jo has a wealth of experience of working remotely and successfully leading remote and dispersed teams.


Discover and connect with other attendees.




Affiliate Member


General Member

Member Price A$144

Professional Member

Member Price A$135

Senior Professional

Member Price A$126

Where applicable, GST will be applied