Write an initial contact summary for a new social work case.

Client name (initials only): [initials]
Date of referral: [date]
Referring source: [agency/person]
Presenting concern: [describe the primary reason for referral]
Initial client presentation: [describe demeanor, willingness to engage, apparent circumstances]
Living situation at intake: [brief description]
Immediate safety concerns identified: [yes/no — describe if yes]
Next scheduled contact: [date/type]

Format: 200 words, professional case note style. Third person. Use social work documentation conventions — factual, observation-based, no speculation. Flag safety concerns explicitly.

Draft a biopsychosocial assessment framework for a client.

Client background (no identifying details): [age, family structure, living situation]
Presenting issues: [list primary concerns]
Biological factors: [physical health, disability, substance use if known]
Psychological factors: [mental health history, trauma history if known, coping mechanisms]
Social factors: [family support, social network, economic situation, housing]
Strengths identified: [list 2-3 specific strengths]
Identified needs: [list 2-3 priority needs]

Format: structured assessment, 300 words. Each domain labeled. Professional language. Strengths-based framing where appropriate. Note where information is pending further assessment.

Write a risk assessment summary for a case involving potential harm.

Client context (no identifying details): [describe relevant situation]
Risk factors present: [list specific risk factors observed or reported]
Protective factors present: [list specific protective factors]
Risk level assessed: [low/medium/high] — [brief rationale]
Immediate safety plan elements: [list 2-3 specific safety measures in place or planned]
Recommended monitoring frequency: [describe]
Escalation trigger: [what would change the risk level — be specific]

Format: structured risk summary, 200 words. Clinical language. This document may be reviewed by a court or child protection team — precision over brevity.

Write a case note documenting a collateral contact.

Contact type: [phone call / in-person / email]
Date and duration: [date, length]
Collateral's name and role: [e.g., "school counselor," "maternal grandmother" — no identifying info]
Information obtained: [key facts provided by collateral]
Collateral's observations or concerns: [describe what they shared]
Consistency with client's account: [consistent / inconsistent / partially consistent — explain briefly]
Action taken or follow-up needed: [describe]

Format: 150-word case note. Objective documentation of what was said by the collateral. Note any discrepancies without editorializing. Professional tone.

Document a client's refusal of services at intake.

Client situation (no identifying details): [describe brief context]
Services offered: [list what was offered]
Reason for refusal as stated by client: [quote or paraphrase directly]
Capacity to refuse assessed: [briefly — did they appear to understand what they were refusing?]
Safety concerns at time of refusal: [yes/no — describe if yes]
Actions taken to preserve safety: [list any steps taken]
Next contact plan: [describe planned follow-up if appropriate]

Format: 150-word documentation note. This note protects both the client and the worker — document the offer, the refusal, and all safety-related actions precisely.

Write measurable service plan goals for a client.

Client situation (no identifying details): [describe presenting needs]
Primary goal area 1: [e.g., housing stability]
  - Client's stated priority: [what the client wants]
  - Measurable objective: [specific, observable outcome]
  - Timeline: [realistic timeframe]
  - Client's role: [what the client will do]
  - Worker's role: [what the worker will do]
  - Resources needed: [list]

Repeat for goal areas 2 and 3.

Format: structured service plan, 250 words. SMART goals. Collaborative language — use "we will" and "client will." This document should be co-signed by the client.

Write a safety plan for a client in an unsafe situation.

Safety concern: [describe the type of risk — e.g., domestic violence, self-harm, child safety]
Warning signs the client can identify: [list 2-3 early indicators]
Coping strategies the client can use alone: [list 2-3]
People the client can contact for support: [roles only, no names — e.g., "trusted sibling," "sponsor"]
Professional resources available: [hotlines, crisis services, worker contact]
Physical safety steps: [e.g., safe location, emergency items prepared]
What to do if the plan isn't working: [specific escalation step]

Format: plain-language safety plan, 200 words. This will be read by the client — avoid jargon. Print-ready format.

Prepare a case conference summary for a multi-agency meeting.

Case context (no identifying details): [describe the situation briefly]
Agencies involved: [list by type — no agency names needed]
Primary presenting concern to address at conference: [one sentence]
Actions completed since last conference: [list 3-4 with completion dates]
Outstanding issues requiring team decision: [list 2-3]
Client's perspective on the case: [brief summary of client's stated priorities/concerns]
Recommended outcomes from this conference: [list 2-3 specific decisions needed]

Format: 200-word conference summary. This goes to all participating agencies — professional, factual, and free of agency-specific jargon. Frame outstanding issues as questions that need answers.

Write a transition plan for a client leaving a service or program.

Client's current service: [type of service — no identifying details]
Reason for transition: [e.g., case closure, program completion, transfer to another worker]
Progress made during service: [list 2-3 specific achievements]
Ongoing needs at time of transition: [list 2-3 unmet or continuing needs]
Referrals completed: [list by type — e.g., "mental health outpatient," "housing support"]
Client's readiness for transition: [describe honestly]
Emergency contacts if issues arise post-closure: [roles/resources]

Format: 200-word transition summary. Forward-looking. Acknowledge gains while being clear about ongoing risk. This document should stand alone if picked up by a new worker.

Write a brief crisis intervention plan after an acute episode.

Crisis type: [describe the nature of the crisis — e.g., psychiatric crisis, domestic incident]
Immediate response taken: [list actions taken in order]
Client's state at time of resolution: [describe]
Immediate safety measures in place: [list]
24-hour follow-up plan: [describe what happens in the next 24 hours]
7-day monitoring plan: [describe check-in schedule and format]
Escalation trigger for the next 7 days: [what would prompt emergency action]

Format: crisis plan, 200 words. Time-stamped where possible. This document may be reviewed by a supervisor immediately after — clarity and specificity over length.

Write a DAP-format progress note for a client session.

Date and session type: [date, in-person/phone/virtual]
Duration: [length]

DATA — what happened: [describe client's presentation, topics discussed, client's statements, observations]
ASSESSMENT — your clinical interpretation: [describe your assessment of the client's progress, risks, or status]
PLAN — next steps: [describe what happens next — next contact, referrals, actions]

Format: structured DAP note, 175 words. Clinical language. Third person. Objective in the Data section; interpretive in Assessment; specific and action-oriented in Plan.

Write a home visit documentation note.

Visit date and duration: [date, length]
Who was present: [list by role — e.g., "client," "client's mother," "two children approximately ages 4 and 7"]
Physical environment observations: [describe home condition relevant to safety or wellbeing — factual, no editorializing]
Client's presentation: [describe demeanor, affect, statements made]
Children's presentation (if applicable): [describe briefly — appearance, behavior, interaction with adults]
Safety concerns observed or disclosed: [yes/no — describe if yes]
Actions taken during or after visit: [list]
Next visit scheduled: [date]

Format: 200-word home visit note. Observation-based. If something is absent (e.g., food, appropriate sleeping arrangements), document its absence specifically, not just "poor conditions."

Write the progress section of a court report for a family court submission.

Reporting period: [start and end dates]
Case objectives for this period: [list 2-3 from the current service plan]
Progress on objective 1: [describe — be specific about what occurred]
Progress on objective 2: [describe]
Progress on objective 3: [describe]
Compliance with court orders (if applicable): [describe]
Concerns arising during this period: [list any safety or compliance issues]
Recommendation for next period: [what do you recommend the court approve or order]

Format: 300-word court report section. Formal language. Evidence-based — cite specific observations or events, not general impressions. This will be read by a magistrate or judge.

Write a case closing summary for a completed case.

Service duration: [start and end dates]
Referral reason: [original presenting concern]
Services provided: [list key interventions and supports]
Goals achieved: [list with specific outcomes where possible]
Goals not achieved: [list with reason — honest and professional]
Client's situation at closure: [describe current status]
Reason for closure: [e.g., goals achieved, voluntary withdrawal, case transfer]
Risk at closure: [low/medium — describe briefly]
Recommended resources for ongoing support: [list]

Format: 250-word closing summary. This is the permanent record. Balance achievements honestly against remaining needs. Do not minimize unmet goals.

Write an incident report for a significant event in a case.

Date and time of incident: [date, time]
Who was involved: [list by role — no identifying information]
What happened (factual sequence): [describe events in chronological order]
Worker's immediate response: [describe actions taken]
Supervisor notification: [date/time notified, who]
Client's response to the incident: [describe]
Immediate outcome: [describe situation at time of report]
Follow-up actions required: [list 2-3]

Format: 200-word incident report. Chronological. First-person for worker actions. Factual — no speculation about cause or motivation. Intended for supervisor and file review.

Write a referral letter to another service provider.

Referring worker's role: [your title]
Receiving service: [type of service — e.g., mental health clinic, housing program, food bank]
Client situation (no identifying details): [brief description of why referral is needed]
Specific needs the receiving service should address: [list 2-3]
Urgency: [routine / urgent — explain if urgent]
Client's consent to referral: [confirmed yes/no]
Information enclosed with referral: [list any documents included]
Contact for questions: [role and contact method]

Format: 175-word professional referral letter. Clear, concise. The receiving agency should understand in one read why this person is being referred and what they need.

Write a warm handoff note for a client transferring to a new worker or service.

Client context (no identifying details): [describe current situation briefly]
Reason for transfer: [e.g., worker leaving, case escalation, service boundary]
What the new worker needs to know immediately: [top 3 priorities]
Active safety concerns: [yes/no — describe if yes]
Rapport considerations: [any context that will help the new worker build trust — e.g., "client has significant mistrust of services due to previous negative experience"]
Active service connections: [list services currently involved]
Next scheduled appointments: [list by type and date]

Format: 200-word handoff memo. Practical and prioritized — the new worker reads this before meeting the client. Lead with safety, then relationship, then logistics.

Write a coordination email to another agency worker on a shared case.

Context: [briefly describe the shared case situation — no identifying information]
Purpose of this email: [what specific coordination is needed]
Information you are sharing: [list what you're providing]
Information you need from them: [list specific questions or requests]
Timeline needed: [when do you need their response]
Any upcoming joint actions: [case conference, home visit, court date]

Format: 175-word professional email. Bullet points for clarity. This goes in the case file — professional tone throughout.

Write a plain-language consent to share information explanation for a client.

Information to be shared: [describe what information, in plain language]
Who it will be shared with: [describe by role/agency type]
Why it needs to be shared: [explain in plain language — what will it be used for]
What happens if they do not consent: [describe the impact honestly]
Client's right to withdraw consent: [explain they can withdraw and how]
Time limit on consent: [e.g., "this consent is valid for 12 months unless withdrawn earlier"]

Format: 200-word plain-language document. Grade 6 reading level. No jargon. This will be read by the client — not by professionals.

Write a professional consultation request to a specialist (e.g., psychologist, physician, legal advocate).

Reason for consultation: [describe the specific clinical or practical question you need answered]
Relevant case background (no identifying information): [brief history relevant to the consultation]
Specific questions for the consultant: [list 2-3 specific questions]
Urgency: [routine / within 2 weeks / urgent]
What you have already done: [list assessments or steps already taken]
Format for response preferred: [written report / verbal / case conference]

Format: 150-word consultation request. Specific questions make this useful — vague requests get vague answers. Professional tone throughout.

Write preparation notes for a family meeting.

Meeting purpose: [describe what needs to be accomplished]
Family members attending: [list by role — no names]
Key dynamics to be aware of: [describe relevant relationships or tensions — no speculation, observation-based]
Topics to cover: [list agenda items in priority order]
Possible reactions to anticipate: [describe likely responses and how to manage them]
Non-negotiables for this meeting: [what must be communicated or decided]
Desired outcome: [what does a successful meeting look like]

Format: 200-word prep notes for the worker. First-person. Practical and specific. This is your private planning document — honest about challenges.

Write a letter to a family member explaining a service decision.

Recipient's role: [e.g., non-custodial parent, grandparent, adult sibling]
Service decision to communicate: [what decision was made]
Reason for the decision: [explain in plain language — focus on what you can share]
What the decision means for them: [practical impact on their contact or involvement]
What they can do if they disagree: [describe formal appeal or complaint process]
Next contact with them: [date and format]

Format: 200-word letter. Plain language. Empathetic but clear. Avoid clinical jargon. This letter may become a legal document — factual and professional throughout.

Write a communication update to a foster carer or kinship carer.

Update type: [placement update / upcoming event / service change / case plan change]
Key information to communicate: [describe what is changing or happening]
Impact on the carer's role: [what does this mean for what they do day to day]
Support available to the carer: [describe what the agency is offering]
Action required from the carer: [list 1-2 specific actions if needed]
Next contact: [date and format]

Format: 175-word professional communication. Warm but professional — carers are partners, not employees. Be specific about what is expected and what support is available.

Write age-appropriate communication for a child about a change in their case.

Child's approximate age: [age range]
What the child needs to understand: [describe the change in plain terms]
Language level: [adjust for age]
What the child can expect: [describe what will happen next]
Who they can talk to: [list safe adults by role]
What to do if they feel scared or worried: [specific, simple actions]

Format: 150 words maximum. Written to be read with a child or given to them. Simple words. Honest. Reassuring without being falsely positive. Children know when adults aren't being straight with them.

Write a family engagement plan for a resistant or difficult-to-engage family.

Barriers to engagement identified: [list 2-3 specific barriers — e.g., mistrust of services, language barrier, work schedule]
Previous engagement attempts: [describe what has been tried]
Strengths in the family that can be leveraged: [list 1-2]
Adapted engagement strategies: [list 3 specific adaptations to normal practice]
Who else can help engage this family: [community connections, trusted intermediaries]
Minimum engagement needed: [what is the non-negotiable level of contact for safety]
Timeline for reviewing engagement: [when will you reassess]

Format: 200-word engagement plan. Solutions-focused. Acknowledge barriers without accepting them as permanent. Every family can engage — the question is how.

Write an advocacy letter on behalf of a client to a housing provider.

Client situation (no identifying details): [describe relevant housing need and circumstances]
Specific housing request: [what are you asking for — e.g., priority placement, reasonable accommodation, maintenance action]
Supporting evidence: [describe relevant factors — e.g., medical need, children in household, safety concern]
Your professional assessment of urgency: [describe why this request is time-sensitive]
What you are asking them to do by when: [specific request with timeline]

Format: 200-word professional advocacy letter. Firm but respectful. Clear ask in the first paragraph. Supporting evidence in the body. Deadline in the final paragraph.

Write an advocacy letter supporting a client's benefits application or appeal.

Benefits being sought or appealed: [name the benefit]
Reason the application was denied (if appeal): [describe denial reason if known]
Professional evidence supporting the application: [describe what you have observed or assessed]
How the client's situation meets the eligibility criteria: [make the case specifically]
Impact on the client if denied: [describe the practical consequences]
Request: [what you are asking the decision-maker to do]

Format: 200-word professional letter. Specific and evidence-based. Avoid emotional appeals — administrative decision-makers respond to evidence and procedure, not stories.

Write the welfare assessment section of a family court report.

Reporting context: [type of proceedings — e.g., custody, child protection, adoption]
Child's current living situation: [describe briefly]
Child's presentation and observed wellbeing: [factual observations from contact]
Child's stated wishes and feelings (age-appropriate): [what the child has said, and your assessment of their understanding]
Parental capacity assessment: [your professional view — evidence-based]
Risk factors remaining: [list specific concerns]
Protective factors present: [list specific strengths]
Recommendation: [your professional recommendation to the court — clear and specific]

Format: 300-word welfare report section. Court-ready language. Evidence-based throughout. Distinguish clearly between facts and professional opinion. This is a legal document.

Write a support letter for a client to use with an external body (landlord, employer, school, etc.).

Purpose of the letter: [what the client needs it for]
Client's circumstances relevant to the request: [describe what is appropriate to disclose]
Your professional role and relationship to the client: [describe briefly]
Your assessment of the client's reliability, engagement, or suitability: [honest professional view]
Duration of your professional relationship: [how long have you known the client]
What you are recommending or confirming: [the specific statement the client needs you to make]

Format: 175-word support letter on professional letterhead format. Accurate and professional. Do not overstate — this letter reflects your professional credibility.

Write a feedback submission about a policy or practice that is harming clients.

Policy or practice being addressed: [describe]
How it is affecting clients: [describe with 1-2 specific examples — anonymized]
Evidence for your position: [cite any data, literature, or practice experience]
What the problem looks like in practice: [describe a concrete scenario without identifying information]
What you are recommending instead: [specific, practical recommendation]
Who you are addressing: [manager / committee / regulator]

Format: 250-word structured feedback. Professional and evidence-based. This is advocacy — not complaint. Make a specific ask in the final paragraph.

Write preparation notes for a clinical supervision session.

Cases I want to discuss: [list 2-3 cases with brief context — no identifying info]
What I need from supervision on each case: [specific question or decision needed]
Personal reactions I am noticing: [describe any countertransference or emotional reactions honestly]
Skills or knowledge gap I've encountered this period: [describe]
Professional development question: [one broader question about practice or approach]

Format: 150-word prep notes. Honest about personal reactions — supervision is the place to surface them. Specific questions get specific answers.

Write a structured reflective practice entry on a challenging case interaction.

Interaction to reflect on: [describe briefly — no identifying details]
What happened: [factual account]
What I felt: [honest emotional response]
What I thought: [professional analysis — what did I make of it?]
What I did: [actions taken]
What I would do differently: [honest reflection]
What this tells me about my practice: [one learning to carry forward]

Format: 200-word reflective entry. First-person. This is a professional development document — honesty matters more than looking good. Use a reflective model (Gibbs, Kolb, or Johns) if helpful.

Write a professional development goal statement for my annual review.

Current skill level in focus area: [describe honestly — not for performance management theater]
Area for development: [specific skill or knowledge area]
How this gap affects my practice: [describe the practical impact]
Development activities I will undertake: [list 2-3 specific, achievable activities]
How I will know I've improved: [specific, observable indicators]
Timeline: [realistic timeframe]
Support needed: [what do I need from my supervisor or organization]

Format: 200-word professional development goal. SMART framework. This should be a document you actually refer back to — not one that lives in a filing cabinet.

Help me write an honest self-assessment of my current professional wellbeing.

Signs I am noticing in my work: [describe any changes in engagement, errors, or quality]
Signs I am noticing outside work: [describe impact on personal life if relevant]
Caseload situation: [describe current volume and complexity]
Support structures available: [supervision, peer support, personal]
What I need right now: [be specific — e.g., reduced caseload, more supervision, respite]
What I can action myself: [list 1-2 things within my control]
What I need to ask for: [list 1-2 things that require organizational support]

Format: 200-word personal wellbeing note. First-person. This is for your eyes first — write it honestly. Secondary trauma and burnout are occupational hazards, not personal failures.

Write a handover brief for a colleague covering my cases during planned leave.

Leave period: [dates]
Cases requiring active monitoring: [list by case type — no identifying info — with brief context]
Immediate actions required during my absence: [list specific tasks with deadlines]
Cases where a decision may be needed: [describe situation and likely options — what should the covering worker do?]
Escalation contacts: [supervisor role, specialist contacts by type]
Where to find key documents: [file locations]
Anything the covering worker must know about client relationships: [rapport notes — what helps, what to avoid]

Format: structured handover brief, 250 words. Practical and complete. Assume your colleague knows social work but knows nothing about your specific cases.