Concurrent Planning Conversations and Documentation (Virtual)

Concurrent Planning: Conversations and Documentation is the second course in the standardized statewide Concurrent Planning Continuing Training Series. This one-day class aims to improve practice by highlighting what activities are involved in concurrent planning, exploring how to prepare for and engage in those activities, and providing practical tools to ensure that work is consistently and accurately recorded in appropriate documentation. This course also provides skill practice activities to solidify these concepts in real world practice change.


After attending this training, participants will be able to:

  • Explain at least three tasks necessary to adequately prepare for and conduct high-quality permanency conversations and four legal permanency plans in California.
  • Describe at least two concurrent planning activities that must be documented in case notes and in court reports and three reasons why discussing multiple permanency plans throughout the life of the case is necessary.
  • Explain the benefits of utilizing a strengths-based, child-centered, trauma-responsive, and culturally-effective approach.
  • Model effective documentation for case notes and court reports.
  • Demonstrate and value the benefits of facilitating emotionally complex, honest, full-disclosure conversations with children, youth, non-minor dependents, parents, Tribes, and other significant partners throughout the life of the case.
  • Endorse the practice of regularly and thoroughly engaging all known and relevant parties about potential plans or outcomes to avoid causing surprise, and that this practice has clear benefits for all parties involved.

Successful participants will be able to demonstrate Integrated Core Practice Model (ICPM) practice behaviors to support strengths-based, child-centered, trauma-responsive, culturally-effective communication and service delivery to children, youth and families.


*ICPM Category: Service Planning & Delivery

*This is a statewide standardized curriculum that meets the ICPM training requirements for the category: Service Planning & Delivery. For more information, please refer to All County Letter 20-72: Mandatory Continuing Training Topic for child Welfare Social Workers and Supervisors.

Academic Units
Section Number
Instruction Method
Online class

Section Notes

The online class runs from 9:00 am-4:00 pm with an hour lunch break. The format of this online class will be a Zoom webinar. You will receive login instructions via email after your enrollment has been received.