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A successful case management process consists of four core components: intake, needs assessment, service planning, and monitoring and evaluation. Case managers begin developing care and service plans for their clients in the planning stage.The steps to make a Case Management Plan are: 1) Assessment; 2) Risk Evaluation; 3) Planning; 4) Implementation and Evaluation. Psychiatric Services, 64(5), 491–493. The following provisions apply to civil cases filed in the United States District Court for. Case management plan means a comprehensive plan that directs the monitoring, supervision and activities of a participant. The objective of this phase is to develop the case management plan of care. Possible consequences for NOT completing this outcome could or will be ______ . Customer signature___________________________. Management Plan to the Court for approval.