Increasing the Efficiency of Case Managers

Posted on January 3, 2023 by Brian Johnson

As nonprofit organizations grow, it's inevitable that efficiency will plateau along your journey to help others. There are several ways you can increase the efficiency of your case managers. As an added benefit, these five suggestions can also help reduce turnover, a constant concern for human services leaders. 

Here are some of the fundamental suggestions that can help organizations that help others overcome decreased efficiency.


  1. Provide regular training and support: Regular training and support can help case managers stay up-to-date on best practices and new developments in the field, and can also provide them with the tools and resources they need to be more effective in their roles.

  2. Streamline processes: Identify and streamline any redundant or unnecessary processes, so that case managers can focus their time and energy on the most important tasks. Start by mapping out your processes internally or by hiring a short-term consultant from a services like Upwork

  3. Encourage collaboration and teamwork: Case managers can be more efficient when they work together and share information and resources. Encourage your case managers to collaborate and support each other whenever possible.

  4. Regularly review and assess performance: Regular performance reviews can help you identify areas where case managers can improve their efficiency and effectiveness, and can also help you provide them with the support and resources they need to succeed.

  5. Invest in technology: Human services software with case management functionality can help Case Managers manage their workload more efficiently, by automating routine tasks and providing easy access to client information. 

These 5 suggestions can help set your human services organization up for long-term success and growth so you can continue to make an impact. While these aren't groundbreaking suggestions, they are essential to improved efficiency without sacrificing the experience of your clients.  If you'd like to learn more about how to improve your team's efficiency, talk with one of our advisors