Some helpful steps for practitioners in the Identify phase:

  1. Establish and understand needs, concerns and existing resources
  2. Explore goals and outcomes
  3. Agree on outcomes in consultation with client and colleagues.

Try these techniques to help you ‘Identify’:

  • Use open-ended questions to explore client values, circumstances and what is important to them
  • Initiate an action plan, documenting needs and desired outcomes in the clients’ own words
  • Collect baseline outcomes data, using agreed methods guided by your organisation.

Here are some examples of practice frameworks you might use to help guide conversation, relationship building and shared decision making:

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