2022 Edition

Family Preservation and Stabilization Services (CA-FPS) 4: Service Planning and Monitoring

Family members participate in the development and ongoing review of a service plan that is the basis for delivery of appropriate services and support.




Family Preservation and Stabilization Services strengthen parental capacity, improve family relationships and functioning, increase child and family well-being, ensure child safety, prevent the separation of children from their families, promote successful reunification following a separation, and prevent future crises. 
All elements or requirements outlined in the standard are evident in practice, as indicated by full implementation of the practices outlined in the Practice Standards.
Practices are basically sound but there is room for improvement, as noted in the ratings for the Practice Standards; e.g.,
  • Minor inconsistencies and not yet fully developed practices are noted; however, these do not significantly impact service quality; or
  • Procedures need strengthening; or
  • With few exceptions, procedures are understood by staff and are being used; or
  • For the most part, established timeframes are met; or
  • Proper documentation is the norm and any issues with individual staff members are being addressed through performance evaluations and training; or
  • In a few instances, client or staff signatures are missing and/or not dated; or
  • With few exceptions, staff work with persons served, when appropriate, to help them receive needed support, access services, mediate barriers, etc.; or
  • Active client participation occurs to a considerable extent.
Practice requires significant improvement, as noted in the ratings for the Practice Standards. Service quality or program functioning may be compromised; e.g.,
  • Procedures and/or case record documentation need significant strengthening; or
  • Procedures are not well-understood or used appropriately; or
  • Timeframes are often missed; or
  • In several instances, client or staff signatures are missing and/or not dated; or
  • Quarterly reviews are not being done consistently; or
  • Level of care for some clients is clearly inappropriate; or
  • Service planning is often done without full client participation; or
  • Appropriate family involvement is not documented; or  
  • Documentation is routinely incomplete and/or missing; or
  • Individual staff members work with persons served, when appropriate, to help them receive needed support, access services, mediate barriers, etc., but this is the exception.
Implementation of the standard is minimal or there is no evidence of implementation at all, as noted in the ratings for the Practice Standards; e.g.,
  • No written procedures, or procedures are clearly inadequate or not being used; or 
  • Documentation is routinely incomplete and/or missing.  
Self-Study EvidenceOn-Site EvidenceOn-Site Activities
  • Service planning and monitoring procedures
No On-Site Evidence
  • Interviews may include:
    1. Program director
    2. Relevant personnel
    3. Families served
  • Review case records


CA-FPS 4.01

An assessment-based and family-centred service plan is developed in a timely manner with the full participation of family members, and includes:
  1. agreed upon goals, desired outcomes, and timeframes for achieving them;
  2. services and supports to be provided, and by whom;
  3. procedures for expedited service planning when crisis or urgent need is identified; and
  4. a parent or legal guardian’s signature.


Generally children age six and over should be included in service planning, unless there are clinical justifications for not doing so. The organization should also use service planning as an opportunity to provide children with a developmentally-appropriate explanation of why the organization is there, and what will happen during service delivery.
Examples: Planning often focuses on identifying the supports and services needed to disrupt dysfunctional patterns and behaviours and replace them with healthier ones, thereby reducing risk factors, enhancing protective factors, resolving the issues that precipitated the need for service, and preventing the need for out-of-home care. Some programs may also establish intermediary goals and plans, on an ongoing basis, to facilitate progress toward the overarching goals specified in the service plan.


CA-FPS 4.02

Families are informed about:
  1. what information will be shared with the agency that made the initial referral for family preservation and stabilization services, if applicable;
  2. potential consequences of noncompliance with the service plan, if applicable;
  3. any time limits associated with service provision;
  4. any limitations on subsequent service or follow-up upon case closure; and
  5. the role the organization will play in helping them identify resources that meet ongoing needs.


CA-FPS 4.03

The organization works in active partnership with family members to promote the effective delivery and coordination of needed services by:
  1. collaborating with the referral source to promote efficient case coordination and the achievement of desired goals, when families are referred and mandated to receive services by an agency with statutory responsibility;
  2. assuming a service coordination role, when no other organization or agency has assumed that responsibility;
  3. ensuring that family members receive appropriate advocacy support;
  4. assisting with access to the full array of services to which family members are eligible; and
  5. mediating barriers to services within the service delivery system.


CA-FPS 4.04

The worker and a supervisor, or a clinical, service, or peer team, review the case at intervals that reflect the duration, frequency, and intensity of services provided, and the needs of persons served, to assess:
  1. service plan implementation;
  2. progress toward achieving service goals and desired outcomes, as well as factors contributing to or impeding that progress; and
  3. the continuing appropriateness of the agreed upon service goals.


When experienced workers are conducting reviews of their own cases, the worker’s supervisor must review a sample of the worker’s evaluations as per the requirements of the standard.
Examples: Timeframes for review may vary based on the duration, frequency, and intensity of services provided. For example, it may be appropriate for reviews to occur weekly if services are intended to endure for eight weeks, and bi-weekly or monthly if services are intended to endure for 12 weeks. In rare cases when preventive services are intended to endure for up to a year, it may be appropriate for reviews to occur quarterly.


CA-FPS 4.05

The worker and family: 
  1. review progress toward achievement of agreed upon service goals;
  2. discuss family members’ concerns and identify any barriers to goal achievement; and 
  3. sign revisions to service goals and plans.