Agency Review / Approval Checklist for family-led plans

Agency Review / Approval Checklist is a practitioner-only family group conferencing decision aid for child welfare practitioners and agency reviewers. It helps them test a family-proposed plan against identified safety concerns and child needs, then record approval, issues, or required amendments.

Family group conferencingChecklistRisk reviewChild safetyChildrenFamilies

Open a fictional submitted plan, check it against sample review criteria, record issues or amendments, and preview the outcome summary.

Interested in using Agency Review / Approval Checklist with clients? Request access now.

Tool guide

Learn more about this tool

Use this background section to understand when the tool fits, how practitioners use it, and what to consider before sharing it with clients.

When It Is Used

Use it after a family-led plan has been submitted and a practitioner or agency reviewer must record whether it adequately addresses identified concerns and needs.

What It Captures

The checklist captures concern-by-concern review, addressed or unaddressed status, issue descriptions, required amendments, review status, and final decision.

Important Limits

The tool reviews the family proposal. It does not author a replacement plan, automate approval, or generate safeguarding judgments beyond the reviewer’s recorded input.

Is this tool completed by the family?

No. It is a practitioner-only review tool. The family plan being reviewed may have been created by the family in the surrounding process.

Does the checklist approve plans automatically?

No. Decisions are recorded by the practitioner or agency reviewer.

What happens when changes are required?

The reviewer records specific issues and amendments tied to the identified concerns or needs so they can be returned through the surrounding process.