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CHCCSM009 Facilitate goal directed planning Training Materials

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Goal-directed planning helps people translate broad needs and aspirations into practical priorities, responsibilities and reviewable actions. This unit gives RTOs a relevant option for case management, community services and coordinated support programs.

Learners establish collaborative planning processes, identify strengths and clarify preferred outcomes. They also develop achievable goals, allocate actions, address barriers, coordinate stakeholder contributions and review whether the plan remains useful as circumstances change.

Why CHCCSM009 Belongs in Your Scope:

  • Creates delivery opportunities in case management, community services and coordinated support programs
  • Suits workers who facilitate planning with clients and relevant members of their support network
  • Builds capability in strengths-based goals, priorities, responsibilities, barriers, stakeholder coordination and review

Why RTOs Choose TotalVET Training Resources:

  • A complete package of learner content, assessment tools and mapping documents built around current training package requirements
  • Editable digital files supplied in Word, PowerPoint and Excel, with PDFs included for convenient distribution
  • An unlimited student licence with no ongoing per-student fees

Use our CHCCSM009 RTO training materials to prepare collaborative goal-planning delivery with the principal documents already assembled. Add your planning templates and review cycles when you purchase RTO materials for contextualised implementation.

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Inclusions

What’s Inside Your CHCCSM009 Training Materials:

Our CHCCSM009 RTO materials bring together the learner, trainer, assessment and mapping documents needed for efficient preparation. Purchase RTO materials that can be aligned with your goal-setting framework, stakeholder roles, action plans and review procedures.

CHCCSM009 Learning Materials

  • Learner Guide
    Explains strengths-based planning, priorities, goals, actions, responsibilities, barriers, stakeholder involvement, documentation and review.
  • Learning Activity Booklet — Student Version
    Gives learners guided practice in converting client priorities into practical and reviewable plans before assessment.
  • Learning Activity Booklet — Trainer Version
    Provides benchmark responses for reviewing client participation, goal quality, responsibility allocation and plan adjustments.
  • PowerPoint Presentation Slides
    Offers trainers a prepared framework for sessions on collaborative planning, action development, barriers and review.
  • Learning Resource Mapping
    Identifies where unit requirements are covered in the Learner Guide, assisting content review and delivery planning.

CHCCSM009 Assessment Tools

  • Assessor Guide
    Includes task instructions, benchmark answers and assessor guidance for evaluating goal-directed planning evidence.
  • Assessment Workbook
    Presents learner activities, planning records and evidence expectations in one organised document.
  • Observation Forms and Assessors’ Checklist
    Translates applicable collaboration, goal-setting, decision-support and review behaviours into observable actions.
  • Assessment Mapping
    Maps assessment activities to the elements, performance criteria, foundation skills, performance evidence, knowledge evidence and assessment conditions.

Additional Support Included

  • Validation Acceptance Certificate
    Records that the package underwent quality assurance and validation during development.
  • Audit Rectification Certificate
    Details the assistance available if an official regulatory audit identifies an eligible assessment concern. Rectified assessment tools are supplied at no additional cost under our audit rectification guarantee.
  • Feedback-Based Enhancements
    Includes free non-regulatory enhancements and improvements to existing training resources based on customer feedback.

Review the current unit requirements on training.gov.au before delivery. Validate these CHCCSM009 training resources against your planning context, learner group and assessment approach. Use the mapping in our CHCCSM009 RTO training resources when checking the package against the Standards for RTOs. Maintain current contextualisation and validation records for all RTO resources.

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About

Goal-directed planning sits at the centre of CHCCSM009 Facilitate goal directed planning. The unit develops collaborative processes that help people define preferred outcomes, identify practical actions and coordinate the contributions required to make progress.

These CHCCSM009 RTO learning materials address the following core areas:

  • Establishing a collaborative planning process that reflects the person’s rights and preferences
  • Identifying strengths, priorities, needs and outcomes that matter to the person
  • Developing achievable goals, actions, responsibilities, resources and timeframes
  • Recognising barriers and coordinating contributions from relevant stakeholders or services
  • Reviewing progress and modifying the plan when goals or circumstances change
Icon - Observation Forms and Assessor Checklists
FAQs

Frequently Asked Questions

Does built-in validation support replace our review of CHCCSM009 resources?

No. Our product design can support internal validation activities, but your organisation remains responsible for its own quality processes. Contextualisation, assessment arrangements and implementation decisions should still be checked before final copies are approved for use.

What editable formats are available for our CHCCSM009 training resources?

Our files are supplied in Word, PowerPoint and Excel formats where relevant, with PDF versions available where applicable. This gives your team practical flexibility for contextualisation, branding, internal review and controlled document management.

Can our CHCCSM009 RTO learning materials be used with unlimited students?

Yes. Our one-off licensing model allows repeated use across future cohorts without recurring per-student licence fees. This can reduce ongoing administration and provide a more predictable cost structure for organisations delivering these products multiple times.

Are these compliant learning resources?

These CHCCSM009 RTO materials are developed around current training package requirements and with compliance in mind. Our products are not automatically compliant or regulator-approved, so contextualisation, validation and appropriate implementation remain your organisation’s responsibility.

What if an expected file is missing from our CHCCSM009 materials?

Compare what you received with our stated product inclusions. If an expected document is missing, contact our team so we can check your purchase and address the issue rather than requiring your organisation to recreate an expected file internally.

Meet the Development Team

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. Her work focuses on creating clear, structured training materials that support practical delivery and help learners engage with content more confidently.

Karis Baco

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Based on 7 reviews
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Colin J.
6 months ago
A pleasure to deal with John and the team, great resources and excellent service
Mark and the team were outstanding from start to finish. Highly recommend their services to those looking to purchase off the shelf training and assessment resources ahead of contextualisation.
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Yalcin O.
2 years ago
Quality and compliant resources, a very helpful support staff and Mark Lara for a account manager, WOW, 5 stars is not enough. Thank you
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Samantha B.
2 years ago
John's customer services was exceptional. Nothing was a bother, and he was prompt as well. Appreciated :)
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Shannon S
3 years ago
Purchased several BSB, ICT and FNS qualifications and am quite happy with the quality of the RTO materials from TotalVET Training Resources. Found the simulated business sites partially helpful, and the customer service quick and efficient.
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Chelsea B.
3 years ago
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ross J.
3 years ago
Purchased excellent resources from TotalVET and look forward to using them into the future for all my delivery and assessing. Thanks TotalVET. Purchased 13 subjects in 2021 and have been using these in class and in the workplace to trainees. they are easy to follow and have all the required documentation required to be assessment competently.