Linking Case Planning and Professional Alliance for a More Positive Outcome


Wednesday, February 28, 2024
9:45 AM - 10:45 AM
Session Type: Workshop

Research has shown that correctional professionals play a key role as agents of change as they create a professional alliance with those under community supervision. Positive Working relationships generate buy-in and motivate people to explore necessary changes to lead a law-abiding life. Yet, the case planning process in many agencies focuses more on supervision conditions and less on the factors that help people succeed, such as working on activities associated with their assessed needs. Complicated and cumbersome case planning processes and case plans create unnecessary burdens and can contribute to disappointing risk reduction and behavior change results. This workshop will focus on the research on case planning and professional alliance, present a simplified case planning process and include several examples of case plans working in other agencies throughout the country. In addition, the components of a good case plan and the professional alliance process will be discussed and demonstrated. This workshop will leave attendees with an action plan to develop a more relevant process resulting in a more positive outcome for those under supervision.


Susan Burke
Executive Director, The Carey Group

Susan Burke is the Executive Director for Carey Group, Consulting and Publishing, a practitioner-led justice consulting firm dedicated to advancing research-informed practices and tools to improve system outcomes and community well-being. Susan is also a subject matter expert on justice system reform and practices and an executive coach for justice system leaders. Susan has over 30 years of experience working in the justice field, implementing and leading change efforts as a probation executive, head of a state juvenile corrections agency, and public policy specialist. In these positions, Susan was instrumental in influencing community mobilization and leading public policy changes. While working for the Utah Commission on Criminal and Juvenile Justice, she authored a gang prevention community mobilization guide, produced two gang prevention videos in partnership with the Utah Attorney General’s Office, and managed juvenile justice policies and programs. While Director of the Utah Substance Abuse and Anti-Violence Coordinating Council, she received the Governor’s Award for her leadership in the passage of the Drug Offender Reform Act, which provided treatment rather than incarceration for people convicted of drug-related offenses. As a probation executive, she instituted annual certification standards for probation officers to reflect evidence-based practices and managed system innovation projects. As director of a statewide youth correctional system, she was responsible for operating and managing a full continuum of services, including early intervention and shelter care services, detention centers, long-term secure facilities, case management, and parole. During her tenure, she successfully increased home and community-based services for youth in the justice system, effectively shrinking bed capacity and improving outcomes. In 2015 the Council of Juvenile Justice Administrators awarded her Outstanding Administrator. In 2018 she was named the Youth Advocate of Year by the Utah Board of Juvenile Justice for her juvenile justice reform efforts. Upon Susan’s retirement from public service, she joined the Steering Committee of the Youth Correctional Leaders for Justice, an organization that supports closing archaic youth prisons and replacing them with in-home services and community-based programs and facilities that are youth-centered and developmenta

Scott M Taylor
Founding Partner, Justus Consultants

Scott Taylor has had 45 years of experience working in the field of community corrections. He has served in leadership positions as the Director of the Oregon Community Justice department and the Director of the Multnomah County Justice Department. He has also served as the mayor of the town in lives in for several terms. Since his retirement, he has been delivering evidence based practice consulting services with JustUs Consulting Consortium. He is a past president of the American Probation and Parole Association.

Ray Wahl
Founder, Justus Consultants

Ray has worked in the field of community corrections for 45 years. He has served as the Director of Utah Adult Probation and Parole and the Utah Juvenile Court Administrator, who oversees the operation of juvenile probation. He has delivered consulting services in several states and internationally. He retired from the Utah Courts in July 2019 after serving twenty years and most recently as Deputy State Court Administrator for the last eight years. He has been a lifelong member of the American Probation and Parole Association and served as President from 1999 to 2001. He received the APPA Walter Dunbar Memorial Award in 2008 and the National Association of Probation Executives Executive of the Year in 2011. He has served on various committees and been a consultant for the National Institute of Corrections, the National Council of Juvenile and Family Court Judges and the National Center for State Courts. He is one of the principles of JustUs Consulting.