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How can social workers balance client needs with agency demands?

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Social work is a rewarding but challenging profession that requires balancing the needs and interests of diverse clients with the demands and expectations of various agencies. Whether you work in a public, private, or nonprofit setting, you may face ethical dilemmas, resource constraints, organizational policies, and legal regulations that affect your ability to serve your clients effectively. How can you manage these competing pressures and maintain your professional integrity, competence, and compassion? Here are some tips to help you navigate the complex and dynamic field of social work.

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Stacey Odell, LCSW

Licensed Clinical Social Worker

1 Understand your role

As a social worker, you have a dual responsibility to your clients and your agency. Your primary obligation is to promote the well-being, self-determination, and human rights of your clients, while respecting their diversity, values, and preferences. However, you also have to comply with the mission, goals, and standards of your agency, as well as the laws and regulations that govern your practice. To avoid role confusion and conflict, you need to understand the scope, limits, and expectations of your role, and communicate them clearly to your clients and colleagues.

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Stacey Odell, LCSW

Licensed Clinical Social Worker
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As social workers, we have such a broad training in multiple areas. That is what makes us such an asset to so many organizations. It is important to understand the job we are hired for and not go into other lanes. One of my training mottos is, "Just because you can, doesn't mean you should." Social work is a helping profession. Most social workers I know have the desire and compassion to make a difference. We must be aware of our role and not give ourselves more work, even if we have the training. When we don't understand our role within the organization, burnout is sure to follow.

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Andrea Perez

TXCG Guardianship Program Manager | Advocate | Protecting health, welfare, and dignity for individuals who are unable to do so themselves.
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As a Guardian to adults with IDD and the elderly, my job is to advocate for a wards needs and human rights, but also promote their independence and preferences as much as possible withing the scope of their remaining rights. This can cause a lot of issues with the wards family if they have any and the wards themselves. It's not my job to "parent" or bring personal feelings into my job, but I do need to protect my client, sometimes from themselves or others that would abuse, exploit or neglect them. That comes with making informed decisions from care providers, monitoring their environment, and respecting their personal wishes as much as possible within reason. Deligating and collaboration with care providers is huge so build those bridges.

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2 Know your values and ethics

Social work is guided by a set of core values and ethical principles that inform your decision-making and actions. These include service, social justice, dignity and worth of the person, importance of human relationships, integrity, and competence. However, you may encounter situations where these values and principles are challenged, contradicted, or compromised by the agency's policies, procedures, or culture. In such cases, you need to be aware of your own values and ethics, and how they align or conflict with those of your agency. You also need to seek guidance and support from your supervisors, mentors, peers, or professional associations, and use ethical frameworks and models to resolve any dilemmas.

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3 Manage your time and workload

Social work can be demanding and stressful, especially when you have to deal with multiple and complex cases, tight deadlines, heavy paperwork, and limited resources. To cope with these challenges, you need to manage your time and workload effectively. This means prioritizing your tasks, setting realistic goals, delegating when possible, and saying no when necessary. You also need to balance your work and personal life, and avoid burnout and compassion fatigue. You can do this by taking breaks, engaging in self-care activities, seeking feedback, and celebrating your achievements.

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Andrea Perez

TXCG Guardianship Program Manager | Advocate | Protecting health, welfare, and dignity for individuals who are unable to do so themselves.
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Managing your time wisely is going to be one of the most important things you do to stay on top of your workload. It took a lot of tweeking and trying different things for me to find what works for me. I utilize my outlook calendar to manage my time and set my schedule. Documentation has specific days and time set. Reoccurring reports have specific days and time blocked out. I communicate with my team on when I need to not be disturbed to focus on important or urgent task. Color coding appointments for in-person, virtual, or phone meetings. I also "roughly" set my schedule for the month to have a better idea of how my work flow will be and see where changes can be made because something will always come up.

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4 Build your skills and knowledge

Social work is a dynamic and evolving profession that requires continuous learning and development . To keep up with the changing needs and trends of your clients and agency, you need to build your skills and knowledge in various areas. These include assessment, intervention, evaluation, advocacy, communication, collaboration, cultural competence, research, and technology. You can enhance your skills and knowledge by attending trainings, workshops, webinars, conferences, or courses, reading journals, books, or blogs, joining online forums or networks, or participating in peer supervision or mentoring.

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Andrea Perez

TXCG Guardianship Program Manager | Advocate | Protecting health, welfare, and dignity for individuals who are unable to do so themselves.
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One thing I have found helpful with continuing education, is sharing any possible useful training opportunities with colleagues. Because the team I work with is great at sharing information and communication, there is always an email floating around of a new training opportunity to sign up for or attend. Definitely sign up for training and workshops to expand your knowledge in your field.

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5 Advocate for change

Social work is not only about helping individuals, but also about addressing the root causes and structural factors that contribute to social problems and inequalities. As a social worker, you have a unique opportunity and responsibility to advocate for change at different levels: micro, mezzo, and macro. You can do this by raising awareness, educating, mobilizing, organizing, lobbying, or campaigning for the rights, needs, and interests of your clients and agency, as well as the broader society. You can also collaborate with other professionals, organizations, or movements that share your vision and values, and use your voice and influence to make a difference.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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How can social workers balance client needs with agency demands?

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3

4

5

6

1 Understand your role

2 Know your values and ethics

3 Manage your time and workload

4 Build your skills and knowledge

5 Advocate for change

6 Here’s what else to consider

Social Work

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How can social workers balance client needs with agency demands?

1

2

3

4

5

6

1 Understand your role

2 Know your values and ethics

3 Manage your time and workload

4 Build your skills and knowledge

5 Advocate for change

6 Here’s what else to consider

Social Work

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