Case Conferencing Tool Bank

November 5, 2020

Action-oriented case conferencing can become the engine of your system to end homelessness. BFZ communities are using these tools to house clients faster, and by-name lists are reducing. What’s more, when you improve your case conferencing practice, you transform your team culture for mutual collaboration and support. Pick a resource and try changes at your next meeting. Use the Case Conferencing Tally Sheet to measure if your change is an improvement. 


Sign up here to receive info on a Case Conferencing Improvement Cohort, starting January 2021.


Download Case Conferencing Summit materials here


Become a Power Facilitator

Facilitate the Learning Loop

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Get housing placements, not updates. Facilitate this basic flow for each client in each meeting, and you’ll generate action and learning.

Facilitator’s Guide to Transforming Team Culture

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Case conferencing is an opportunity to transform how your team thinks and acts.

Agenda Building Kit

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Invest in a consistent, goal-oriented agenda to get the most out of case conferencing.


Engineer Your Meeting for Action and Improvement

Buckets In-Meeting Facilitation Slides

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Make the housing process visible and find your next action step faster.

Target Move-In Dates Guide

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Setting target move-in dates helps your team learn which actions move clients forward.

Pick Clients to Discuss, Hit Goals, and Leave No One Behind

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When you can’t cover your whole list, decide how to make progress.


Track Client Outcomes

Case Conferencing Tally Sheet

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The simplest way to evaluate if your meeting is sparking action.

Target Move-In Dates Calculator

Try the Calculator

Are you on track to house enough people to reduce your actively homeless number? This goal calculator will help you know.

By-Name List Template

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Use our fields curated for action and analytics.


Align Participants in Shared Purpose

Set Objectives for Your Meeting

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Your meeting’s main objective should be to move clients faster through the housing process.

Partner Invitation Checklist

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Each person at the case conferencing table should leave with action steps that will move clients toward housing.

Jobs in Your Meeting

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Each person at the case conferencing table should leave with action steps that will move clients toward housing.

Multi- Meeting Design Grid

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Map the purpose of each of your case conferencing meetings to detect overlap and gaps.


Case Conferencing Summit Workshop Slides and Recordings

Engineer your Meeting

Buckets Bootcamp: Speed Clients Through System Bottlenecks

Download Slides | View Slides on Google Drive | Recording

Measure for Results: How to Know the Meeting is Working

Download Slides | View Slides on Google Drive | Recording

Pick Clients to Discuss, Hit Goals, and Leave No One Behind

Download Slides | View Slides on Google Drive | Recording

Start Clean: Your Meeting Objectives and Invitation List

Download Slides | View Slides on Google Drive | Recording

Setup the BNL for Action

Download Slides | View Slides on Google Drive | Recording


Become a Power Facilitator

Facilitate for Housing Placements: Break the Updates Meeting

Download Slides | View Slides on Google Drive | Recording

Craft Team Dynamics as a Master Facilitator

Download Slides | View Slides on Google Drive | Recording


Transform the Team

Do the Inner Work, Become a Movement Leader

Download Slides | View Slides on Google Drive | Recording

Frontline Staff: How to Make the Meeting Yours

Download Slides | View Slides on Google Drive | Recording