Student Case Management and Prioritization Template

Student Case Management and Prioritization in Priority Matrix

Efficiently manage and prioritize student cases to ensure timely support and effective problem-solving.

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Proposed Tasks

Urgent and Important

• Task 1: Create a tracking system for student cases
  ☐ Subtask1Research and select a suitable tracking system☐ Subtask2Set up the tracking system☐ Subtask3Test the tracking system
• Task 10: Monitor case progress and adjust counseling plans as necessary
  ☐ Subtask1Monitor case progress☐ Subtask2Adjust counseling plans as necessary
• Task 2: Categorize existing student cases
  ☐ Subtask1Review all existing student cases☐ Subtask2Categorize each case as urgent and important, important but not urgent, urgent but not important, or neither urgent nor important
• Task 3: Schedule meetings with urgent and important cases
  ☐ Subtask1Identify the most urgent and important cases☐ Subtask2Schedule meetings with these students
• Task 9: Provide counseling services to urgent and important cases
  ☐ Subtask1Prepare counseling plan☐ Subtask2Provide counseling services

Important but not Urgent

• Task 11: Conduct follow-up meetings with important but not urgent cases
  ☐ Subtask1Schedule follow-up meetings☐ Subtask2Conduct follow-up meetings
• Task 12: Document case outcomes
  ☐ Subtask1Document case outcomes☐ Subtask2Update tracking system with case outcomes
• Task 13: Conduct regular reviews of tracking system
  ☐ Subtask1Schedule regular reviews☐ Subtask2Conduct reviews of tracking system
• Task 14: Update case categories as necessary
  ☐ Subtask1Review case categories☐ Subtask2Update case categories as necessary
• Task 18: Update case priorities in tracking system
  ☐ Subtask1Update case priorities in tracking system☐ Subtask2Ensure tracking system accurately reflects case priorities
• Task 19: Conduct regular case reviews
  ☐ Subtask1Schedule regular case reviews☐ Subtask2Conduct case reviews
• Task 20: Continually improve case management and prioritization process
  ☐ Subtask1Identify areas for improvement☐ Subtask2Implement improvements to case management and prioritization process
• Task 5: Follow up with delegated cases
  ☐ Subtask1Set a follow-up schedule☐ Subtask2Follow up with support staff on delegated cases
• Task 6: Update tracking system with case progress
  ☐ Subtask1Review progress of all cases☐ Subtask2Update tracking system with case progress
• Task 7: Review and adjust case priorities
  ☐ Subtask1Review case priorities☐ Subtask2Adjust priorities as necessary
• Task 8: Communicate case updates to relevant parties
  ☐ Subtask1Prepare case update reports☐ Subtask2Communicate case updates to teachers, parents, and other relevant parties

Urgent but not Important

• Task 15: Provide training to support staff
  ☐ Subtask1Identify training needs☐ Subtask2Provide training to support staff
• Task 16: Communicate case priorities to support staff
  ☐ Subtask1Communicate case priorities to support staff☐ Subtask2Ensure support staff understand case priorities
• Task 17: Review support staff performance
  ☐ Subtask1Review support staff performance☐ Subtask2Provide feedback to support staff
• Task 4: Delegate less critical cases to support staff
  ☐ Subtask1Identify less critical cases☐ Subtask2Delegate these cases to support staff