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CHCCSM009 Facilitate goal directed planning RTO Resources

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Goal-directed planning helps workers support people to identify priorities, set achievable goals, plan actions, and review progress in a structured and person-centred way. For your RTO, CHCCSM009 can support a practical case management and community services offering with broad commercial value:

  • Planning practice relevance: Goal planning skills are useful for case support workers, community services workers, disability support coordinators, youth workers, mental health support staff, and client service teams.
  • Strong pathway fit: This unit can support case management, community services, disability support, mental health, youth work, client services, and service planning pathways.
  • Practical learner outcomes: Learners can build skills in facilitating goal-setting, identifying strengths and barriers, developing action plans, supporting client participation, and reviewing progress.
  • Natural scope extension: If your RTO delivers case management or community services training, this unit can add a practical goal planning outcome.

These CHCCSM009 RTO training materials give trainers practical support for teaching goal-directed planning, client participation, strengths, barriers, action planning, and review. Purchase training resources designed to help your RTO deliver this unit with clear structure, editable content, and assessment support.

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Inclusions

What’s Included in Your CHCCSM009 RTO Resources:

These CHCCSM009 RTO training resources help trainers deliver goal-directed planning content with practical support for client priorities, strengths, barriers, action steps, documentation, and progress review.

CHCCSM009 Learning Materials

Resource What It Does for Your RTO
Learner Guide A student-facing guide that explains goal-directed planning, helping learners understand client priorities, strengths, barriers, action planning, documentation, review, and participation.
Learning Activity Booklet (Student Version) A formative workbook that helps learners practise reviewing client goals, identifying planning supports, and selecting appropriate action steps before assessment.
Learning Activity Booklet (Trainer Version) A trainer version with benchmark responses and checking guidance, supporting review of learner goal planning knowledge, action planning decisions, and review responses.
PowerPoint Presentation A ready-to-use presentation that helps trainers explain goal setting, client participation, strengths-based planning, barriers, action plans, documentation, and review.
Learning Resource Mapping Tool A mapping document showing where learning requirements are covered, helping your team support delivery planning and validation preparation.

CHCCSM009 Assessment Tools

Resource What It Does for Your RTO
Assessment Workbook A learner assessment document with task instructions and evidence prompts for facilitating goal-directed planning in case management scenarios.
Assessor Guide An assessor resource with benchmark guidance to help assessors review goal planning evidence, client participation, action steps, documentation, and review responses consistently.
Observation Forms and Assessor Checklist Observation tools help assessors record how learners discuss goals, support client participation, identify barriers, and review progress respectfully.
Assessment Mapping Document A detailed mapping reference that connects assessment tasks to unit requirements, supporting assessment review and validation preparation.

Also Included in Your CHCCSM009 Training Resources

Inclusion What It Means for Your RTO
Audit Assist Guarantee If an official regulatory audit identifies an issue with your assessment tools, rectified resources and a written update summary are supplied at no extra cost.
Feedback-Based Enhancements These CHCCSM009 training resources may receive non-regulatory improvements from feedback, helping your team access refined resources when available.
Unlimited Student Licence Deliver your CHCCSM009 resources across goal planning cohorts without ongoing per-student resource fees for repeat delivery.
Editable Digital Formats Your CHCCSM009 RTO materials are supplied in editable digital files so goal planning scenarios, action plan examples, and review tasks can be contextualised.

Want to review the package before you purchase training resources? Request a free sample of our CHCCSM009 training resources and see how the resources can support your delivery.

Qualifications That Include CHCCSM009 Facilitate goal directed planning

Always confirm current packaging rules for your release on training.gov.au.

Karis Baco

Developed by

Karis Baco

Karis Baco is an Instructional Designer from Compliant Learning Resources, bringing a background in psychology, behavioural therapy, early childhood education, and VET resource development. She works on creating structured, learner-focused training materials and assessment tools, with a thoughtful approach shaped by her experience supporting diverse learner needs.

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Built for the Environments Where This Training Happens

Under the Standards for RTOs, training and assessment must reflect real industry and workplace conditions. ASQA will look at whether your CHCCSM009 materials support practical delivery, clear evidence, and workplace-relevant assessment for learners facilitating goal-directed planning.

Our CHCCSM009 training resources help trainers connect goal planning to client priorities, strengths, barriers, action steps, documentation, progress review, and person-centred practice.

Case Management and Service Planning

Case work often requires goals that are meaningful, practical, and linked to service actions. These resources help trainers connect goal-directed planning to structured client support.

Disability and Individual Support Coordination

Goal planning can support independence, participation, and choice across support contexts. The content gives trainers practical ways to frame planning around client priorities.

Mental Health, Youth, and Community Services

Clients may need support to break broad concerns into achievable steps. These resources help trainers show how goal planning supports progress and service engagement.

Any Delivery Mode

Your RTO can deliver these editable CHCCSM009 training materials through case planning workshops, blended delivery, or online learning. Trainers can adapt goal planning scenarios, action plans, and review activities to suit learner contexts.

Common RTO Questions

Do these CHCCSM009 RTO training materials support goal planning tasks?

Yes. The resources support delivery around client priorities, strengths, barriers, action planning, participation, documentation, and review.

Can the CHCCSM009 materials be adapted for case management or disability support?

Yes. Your RTO can contextualise the editable resources for case management, disability support, mental health, youth work, community services, or client planning environments.

How do these CHCCSM009 RTO learning materials support planning evidence?

The assessment tools prompt learners to facilitate goal discussions, develop action steps, and review progress. Observation tools can support evidence of client-centred planning communication.

Do these CHCCSM009 RTO resources include practical assessor support?

Yes. The package includes benchmark guidance, observation tools, and mapping documents to support assessment review, validation planning, and evidence coverage checks.

Can I review a sample before I purchase training resources?

Yes. You can request a sample before you purchase training resources to review the goal-directed planning content, assessment design, editable format, and product inclusions. This helps your RTO decide whether the CHCCSM009 resources suit your case management delivery.

These CHCCSM009 training resources are developed to support compliant delivery under the Standards for RTOs. Always confirm current unit requirements and packaging rules on training.gov.au before delivery.

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Hear What RTOs Say About Our Awesome RTO Training Materials

Amit T. profile picture
Amit T.
2 years ago
Just sharing my experience with these resources. The resources that we have purchased from RTO Learning Materials were expectional during audit and mainly when these were implemented with trainers and students. At start it was a bit hard for our trainer's to fully absorb these resources as they are very detailed as compared to the old ones that we have been using but once trainers were able to complete their learning it was a piece of cake to collect and collate evidence from students. Furthermore, during our pre-validation meetings we have also observed that the learning component is very well covered thereby providing enough information for our trainers to keep students engaged at all times. I would also like to highlight a staff member from sales team 'Mr. Amar Shah' who has been exceptional in his service and goes beyond his call of duty. Thank you Amar and RTO Learning Materials for all your support. Regards, Amit Thakur
Amar S. profile picture
Amar S.
2 years ago
Christopher R. profile picture
Christopher R.
2 years ago
Was pretty straight forward. Good service and gave me what I needed
Ann M. profile picture
Ann M.
2 years ago
Great SCORM packages that work perfectly with our LMS. Excellent service. Very easy to deal with.
Salim A profile picture
Salim A
3 years ago
Great company to deal with, have been very happy with the quality of the training resources from RTO Learning Materials.
Angela T. profile picture
Angela T.
4 years ago