Page 26 - Part B

Information, Advice or Guidance

Earlier in this course, importance of monitoring and evaluating referrals both for the
clients and for the organisation was discussed. Evaluation and monitoring can be done
by using the process explained below:

• Refer or signpost client to the relevant organisation.

Refer or
signpost

• Explain to the client your reasons for referral or
signposting and ask them if they would mind
completing an evaluation form. Explain
Ask client this is to help improve the service you offer
to complete and identify any areas for improvement.
evaluation
form

• Ask the organisation receiving the referral or
signposting for feedback regarding the process.
For example, have you provided a detailed enough
Ask the explanation of the client’s requirements and is all
organisation you the information the organisation needs clearly visible.
refer to to complete
evaluation
form

• Hold regular meetings where all the evaluation
forms and comments from clients, advisors and
organisations you refer or signpost to are assessed,
Discuss evaluation to identify trends or points for improvement.
forms as a
team and draw
conclusions

• Implement any improvements possible as a
result of feedback; ensure that you feedback this
to all members of your team and organisations
Implement any that you refer or signpost to.
changes as a result
of feedback

24