Self-Assessment: Steps in the Planned Change Process

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Getting Started

In the course Generalist Practice with Families and Groups, you learned to apply social work skills and values to the planned change process. This process follows the generalist practice model of engagement, assessment, planning, intervention, termination, evaluation, and follow-up for families and groups.

In this activity, you will identify and describe the primary purpose of the major steps of the planned change process for macro-level systems.

Upon successful completion of this assignment, you will be able to:

  • Develop knowledge of social work and other multidisciplinary theoretical frameworks to engage, assess, intervene, and evaluate communities and organizations. (PO 6, 7, 8, & 9)

Resources

  • Textbook: Generalist Practice with Organizations and Communities
  • Media: The Planned Change Process
  • File: The Planned Change Process.pdf
  • File: Practice Exercise Worksheet: Steps in the Planned Change Process.pdf

Background Information

Macro social work practice shares common characteristics with other generalist social work interventions. The macro client system refers to organizations, large groups of clients or families receiving similar services, or other community-level change initiatives designed to benefit many people in the community. Macro-level interventions can include community organization, program development, community advocacy, coalition building, political engagement, and a host of other efforts designed to address societal injustices such as racism, sexism, homophobia, ageism, poverty, religious intolerance, and other issues affecting the entire community. The model for proposing community change that we present in this module includes the generalist practice model of engagement, assessment, planning, intervention, termination, evaluation, and follow-up combined with the organizational theory of planned change. The planned change process considers environmental forces as well as organizational and community structure (such as material and human resources), identifies change goals, partners with the organization and community to create a change strategy, and implements that strategy.

To begin this activity, you will need to match the phase definition with the correct phase name. Next, you will need to place the phases in the correct order as they happen in the planned change process. When you have completed both activities, please return to the workshop and complete the activities listed below in Instructions.

The Planned Change Process Activity

Download the Planned Change Process.pdf file after you complete this assignment.


Instructions

  1. Review the rubric to make sure you understand the criteria for earning your grade.
  2. In your textbook, Generalist Practice with Organizations and Communities, read Chapter 1, “Introduction to Generalist Practice with Organizations and Communities.”
  3. Download the Practice Exercise Worksheet: Steps in the Planned Change Process.pdf file. On the worksheet, do the following:
    1. Define each of the phases in your own words. For example, how do you understand the definition of engagement?
    2. In your own words, describe the intended purpose or goal of each phase. For example, what does the social worker intend to achieve in the assessment phase?

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