Template for an informal Workshop for UNISON members and active members
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Title and Description:
Case Management a system for the Branch – exploring how a simple spreadsheet can benefit the branch
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Learning Outcomes:
Understanding of elements which make up a case
Practice on Excel
Awareness of the benefits of case reporting
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Timing Suggestions: Circle the most appropriate from the list below
- 3 hours √
- 1 hour
- 3 x 20 min sessions
- 4 x 15 min sessions
- Other, please specify
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| Suggested event at which to run the workshop: Circle the most appropriate from the list below
- branch development day,√
- branch committee meeting,
- branch AGM,
- branch officer group √
- Stewards Meeting,
- Staff side meeting,
- Other, please specify
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Activities and Facilitator Notes:
Introduction and ground rules
- Activity 1 – Small Group Discussion about types of cases experienced – large postits and pre-prepared flip charts headed – Grievance – Discipline – Others
- Activity 2 – What is the subject matter of the case – sort activity using 10 mini cases studies
- Activity 3 – why do we need to record cases and how would we keep the list up to date
- Activity 4 – Classifying 5-10 cases on the spread sheet
- Activity 5 – sorting out practical matters when do we start when to we expect our first report – when should we review the workings of the system
- Activity 6 – the effects/benefits of having a system for members, for activists, for the employer
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Resources Required:10 mini case studies. Flip charts postits pens – Space for group work – access to lap tops or paper equivalents
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