England & Wales, Ireland, Scotland Democracy, devolution and governance, Personal and organisational development

Online Training: managing casework


This programme has been developed for Councillors who are looking for tips and techniques which will help them to keep on top of their casework.

Suitable for newly elected members as well as those with experience, this practical two-hour session will provide useful insights on how to keep on top of their work, as well as ensuring they are complying with their legal responsibilities, too.

Programme objectives

By the end of the session, delegates will be able to:

  • Explain the importance of the efficient management of casework
  • Put into place a process for taking on a new case
  • Gather information to build an accurate picture of a situation
  • Identify their responsibilities under the Data Protection and Freedom of Information Acts
  • Manage the people side of casework.

The programme is lively and interactive and features plenty of opportunities for interaction.

Delegates will receive a copy of the PowerPoint slides after the event.



Introduction and welcome (10 mins)

  • Programme and personal objectives
  • Housekeeping and ground-rules

An Introduction to Casework (10 mins)

  • Quick definition
  • Where does casework come from?
  • The challenge!

Taking on a New Case (25 mins)

  • How to approach a new piece of casework
  • Information gathering tips
  • Recognising potential safeguarding situations
  • Keeping accurate records
  • Using bring-forward systems to follow up cases

Compliance (35 mins)

  • Data Protection (GDPR) and Freedom of Information Act
  • Quiz
  • Principles of good information security
  • What to do with the information when a case has closed

The People side of Casework (30 mins)

  • Setting and maintaining boundaries and limits
  • Signposting and use of complaints and appeals processes

Session Summary (10 mins)

  • Key points
  • Questions
  • Main learning points and close.
Who should attend?

This course will be relevant for new or experienced councillors who are looking for tips and techniques which will help them to keep on top of their casework.


Miranda Smythe

Miranda has 30 years’ experience in helping organisations (mainly local government) to identify learning gaps, and to develop tailored, creative and relevant strategies for meeting these needs with a view of helping them meet their objectives.  Miranda is also a Local Government Information Unit (LGIU) Associate Trainer and has been involved in developing bespoke programmes for Councillors including speed reading and personal safety.

In addition to her formal role, Miranda is also very involved in local community development activities, providing mental health awareness sessions for many not-for-profit organisations.  She is Chair of a local homelessness charity and has been instrumental in developing and facilitating community leadership initiatives in Bedfordshire and Hertfordshire.