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"Degrees & Programs"


Client Assessment and Planning




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Total credits


Course length

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University of Phoenix reserves the right to modify courses. While widely available, not all programs are available to residents of all states. Please check with a University Enrollment Representative.

Course level: Undergraduate

This course enables students to understand the process of conducting needs assessments, developing an action plan for services, implementing the action plan, and subsequent evaluation of outcomes. Students will learn the process of developing goals and measurable objectives, designing an individualized program for clients, implementing the program, and using ongoing assessment and evaluation of results to revise or modify individualized programs. Students will demonstrate competency in identifying needs, and mobilizing resources and necessary supports for assisting clients in meeting goals. Students will complete Module 10, 11 and 12 of the MHF training.



What you'll learn

Course skills and outcomes

Week 1

  • Describe the phases of the helping process and their importance.
  • Apply the strengths-based approach to the helping process.
  • Evaluate the importance of maintaining ethical standards during the helping process.

Week 2

  • Determine the most effective techniques to conduct an interview.
  • Apply effective interviewing skills.
  • Explain the importance of client perspective during the assessment.
  • Describe the process of recognizing and coping with stress, distress, and disorder.

Week 3

  • Identify how to understand problems.
  • Examine the importance of problem statements in relation to plan development.
  • Examine how a case manager and client choose services, resources, and supports.
  • Describe how to solve problems and set goals.

Week 4

  • Explain the importance of networking and collaborating with other providers.
  • Examine the role of the case manager in the referral process.
  • Examine the responsibilities of the client in the referral process.

Week 5

  • Explain the role of the case manager in monitoring and evaluating direct services.
  • Examine the importance of client participation, circumstances, and feedback in service provision.
  • Describe the criteria for evaluating outcomes and determining future services.


Why take courses at University of Phoenix

Accreditation that matters

We’ve been accredited by the Higher Learning Commission ( for more than 40 years.

Real-world instructors

Learn from instructors who bring an average of 25 years of working experience to the classroom.

Affordable and potentially reimbursable

Our tuition and fees are competitive and fixed. Also, check to see if your employer will cover you for this course.

Next Steps

Start a conversation about your future with an enrollment representative today.

Start a conversation about your future with an enrollment representative today.

Call (844) 937-8679

Transfer Credits

Credit Transfer

Credit Transfer

Need to transfer credits to another college or university?

Before you enroll in a course, check with your school of choice to make sure they will accept our transfer credits and to understand any requirements or limitations. Then you can complete your course, and request your official transcript be sent to your school. That’s it!

How to request your transcripts