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Navigating the Stages of Client Interviews: Strategies for Effective Engagement

This guide outlines essential stages of client interviews: Pre-Interview, Introductory, Developmental, Termination, and Post-Interview activities. Each stage emphasizes strategies for establishing rapport, exploring client concerns, and developing tailored treatment plans. The importance of empathy, ethical considerations, and effective communication is highlighted. The goal is to provide social workers with tools to foster a collaborative environment, assess bio-psycho-social factors, clarify issues, and empower clients. Successfully summarizing and planning future steps concludes the interview process.

bradley-sheppard
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Navigating the Stages of Client Interviews: Strategies for Effective Engagement

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Presentation Transcript

  1. The Interview

  2. Pre-interview • Preparatory Exploration: who you are • Preparatory Arranging: where/when it will take place, etc • PreparatoryReviewing/Exploring, and Consulting: examining and considering the information • Preparatory Empathy: anticipation of what others might sense, feel, think, and do as they meet with you

  3. INTRODUCTORY STAGE • Greet Client • Introduce Self – full name, profession, and by agency or departmental affiliation, and role. • E.g. “Hello Mr. and Mrs. Adabu. My name is Dan Majors. I am a social worker here at the family services agency. I specialize in helping families who are dealing with family issues of one kind or another. Please call me Dan” • Small Talk • Policy and Ethical Factors: time clarification, confidentiality issue and its parameters, etc. • Describing or inquiring about general purpose: “What brings you in today?” (when appropriate); or overview of what you know or requested

  4. DEVELOPMENTAL STAGE • EXPLORING - a collaborative process with clients and/or others of examining the current state of the presenting problems and issues of concern, as well as history and/or origin. • Identification of the problem • Bio-psycho-social assessment • Micro – Intrapersonal Mezzo – Interpersonal Macro – Larger environmental context • Intensity/severity • Frequency • Duration • Risk and resilience factor assessment • Hypothesis (client and social worker’s) • Explanatory-why something happened • Change-oriented-how a problem might be resolved

  5. DEVELOPMENTAL STAGE • Clarify issues for work • Establish the purpose (wants, aspirations) • Bio-psycho-social assessment congruence with action-plan • Micro – Intrapersonal • Mezzo – Interpersonal • Macro – Larger environmental context • Review previous attempts to address the problem • Success • Partial success • Unsuccessful • Work on problem-solving and further developing the purpose • Explore alternatives • Explore consequences

  6. Establish/review treatment plan • Goals, objectives , and tasks (action steps) • Emphasize client strengths • Give information • Offer resources

  7. TERMINATION STAGE • Wind things down • Summarization • Direction for future involvement • “What would you like to see happen next?” • Wrap things up • Small talk

  8. POST INTERVIEW ACTIVITIES • Reflect • Record • Resources • Regroup

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