Client Case Management System

I designed an Excel-based case management system to strengthen caseload organization, client follow-up and service continuity within employment services. The system brings key information into one structured workflow while automatically identifying clients requiring attention, missed appointments, overdue contact and upcoming service milestones.

The system was designed as a practical companion to existing case-management processes, helping make a large active caseload easier to monitor while supporting consistent documentation and follow-through.

PROJECT SNAPSHOT

• Purpose: Caseload management, follow-up and service continuity

• Platform: Microsoft Excel

• Design: Multi-tab automated workflow system

• Documentation: Complete user guide and built-in quick-reference instructions

PROJECT IMPACT

• Prioritizes clients requiring immediate or overdue follow-up

• Tracks missed appointments and contact attempts

• Supports employer leads, resume activity and employment follow-up

• Automatically identifies key client and employment checkpoints

• Creates a consistent workflow that can be understood and used by other staff

ODSP Peer Navigation Program

Peer-Led Employment & System Navigation Model

I co-developed a structured peer navigation program supporting ODSP recipients with employment readiness, benefits literacy and system navigation. The program combines lived-experience-informed peer support with practical learning, helping participants better understand income-support systems, build confidence and strengthen their ability to advocate for themselves.

The model included curriculum development, peer facilitator training, evaluation planning and program budgeting, creating a framework designed for consistent delivery and future growth.

Project Snapshot

• Target Population
  Adults receiving Ontario Disability Support Program (ODSP) benefits

• Program Format
  Structured peer-led cohort program delivered in small group sessions

• Focus Areas
  Employment readiness, benefits literacy, system navigation, financial literacy, confidence building

• Outcome Goal
  Strengthen employment confidence and system literacy for individuals navigating disability income supports

Program Impact

• Serves approximately 40 participants per year

• Increases participant confidence engaging with employment services

• Builds peer workforce development pathways through lived-experience facilitation

Project Underpants

Dignity-Based Essential Clothing Access Initiative

I developed Project Underpants in response to a simple but frequently overlooked need identified through street outreach: reliable access to clean underwear and basic hygiene items for people experiencing homelessness.

The initiative used community donations and existing agency infrastructure to create a practical, low-barrier distribution model. Beyond meeting an immediate material need, the project demonstrated how a small, targeted intervention could support dignity, health and trust while strengthening connections between community organizations, service providers and local supporters.

Project Snapshot

• Target Population: Individuals experiencing homelessness or housing instability

• Program Format: Low-barrier essential clothing distribution integrated into existing agency services

• Focus Areas: Preventative health, hygiene access, dignity-based service delivery

• Outcome Goal: Reliable access to clean undergarments and socks to improve comfort, health, and dignity

Program Impact

• Distributed 4,000+ essential clothing items over approximately one year

• Served an estimated 150–250 individuals experiencing housing instability

• Operated within existing agency infrastructure without additional staffing

• Delivered essential clothing access at approximately $60 per client annually