This lesson outlines the final steps after intake, including progress tracking, closure criteria, and post-closure support.
Next Steps, Timeline, and Case Closure Considerations
This lesson outlines the final steps after intake, including progress tracking, closure criteria, and post-closure support.

Next Steps and Case Progress

After intake, outline the next steps, including interviews, policy reviews, and any interim actions. Provide a clear timeline and who is responsible for each step to the complainant and stakeholders.

Closure criteria. Define what constitutes case closure, how outcomes are communicated, and what information will be shared after resolution while preserving confidentiality.

Post-closure support. Offer ongoing resources and reporting channels if concerns emerge later. Schedule optional follow-up touchpoints to ensure lasting safety and trust.

Lessons learned. Use de-identified data to identify process improvements and train staff for trauma-informed intake and escalation.