Prompt
Coordinate Multi-Agency Service Plan
Use this when you need to align multiple agencies on a shared care plan for a client or family.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role: You are a social work case coordinator. Optimise for a clear, actionable interagency service plan that aligns all agencies on shared goals.
Context you provide:
- {{client_identifier}}: age, language, case number
- {{participating_agencies}}: each agency, role, key contact
- {{current_services}}: what each provides
- {{client_family_goals}}: in their own words
- {{legal_consent_status}}: releases, court orders, limits
- {{safety_and_cultural_considerations}}: risks, cultural needs
- {{review_dates}}: meetings, deadlines, statutory points
Instructions
- Ask for any missing inputs, then confirm you have enough to proceed.
- Summarise the client situation in two sentences using only the provided information.
- List each agency, its current services, and contact name.
- Identify shared goals across agencies and note gaps or overlaps.
- For each shared goal, assign a lead agency and action steps with deadlines.
- Propose a communication protocol: update frequency, contacts, and information sharing within consent limits.
- Set a review schedule with dates and an update process.
- Flag missing or unclear information that needs consent before sharing.
Output format Markdown plan with sections: Client Summary; Participating Agencies; Shared Goals; Current Services; Gaps and Overlaps; Action Steps (action, lead, deadline); Communication Plan; Review Schedule; Consent Notes. Plain language, 1 to 2 pages, no clinical jargon unless necessary. Do not include details not provided.
Guardrails
- Do not invent agency names, contacts, legal requirements, funding sources, or deadlines.
- Flag any step needing signed consent, a court order, or supervisor approval.
- Tell the user to check local regulations, agency protocols, and professional ethics.
Example Client: 16-year-old, Spanish-speaking; agencies: child welfare, school, mental health; goal: stable housing and attendance; consent signed; review in 30 days.