Comprehensive Customer Service Portfolio

Comprehensive Customer Service Portfolio

Introduction

Brief presentation of the selected case, and work in general

Detailed customer background and needs assessment

Introduce the client, their social history, their attitudes, background, and their current problem.

It is important that they identify the challenges and needs here.

This customer has multiple needs, spanning at least three of the service categories

(e.g., housing, mental health, substance abuse).

A Collaborative Care Plan

Plan that contains the problem and needs.

Identify the problem, goals, and the objectives of those goals

e.g. Goal: Client will stop drinking

Objectives:

1. Client will undergo detox treatment for a period of 90 days

2. Client will attend meetings of Alcoholics Anonymous (AA) for a period of one year~o.

Involve at least three different services, programs, or agencies.

Mobilization Plan: Describe the community resources and services you would mobilize to

meet the customer’s needs.

Engagement strategy: detail the approach to engage the customer with these services,

addressing potential challenges and resistances.

Effectiveness Evaluation

Propose a plan to monitor and evaluate the effectiveness of services and adjust accordingly

necessary.

A reflection on the experience

Discussing what you learned and how you might approach such scenarios in the future.

Conclusion

Summary of the counseling plan carried out explaining the main points of the work.

References (1 page only)