Closing a Casework Operation
When a Congressional seat becomes vacant, due to a Member leaving office or passing away, one of the most complex but important elements of a transition is handing off casework.
Casework Communications
A productive working relationship with the Member's communications team can help act as a force multiplier for a casework team’s efforts.
Definition & Rules
In its simplest form, casework is when Members of Congress and their staff work on behalf of constituents to resolve difficulties with federal agencies.
Structuring a Casework Operation
Designing a thoughtful team structure and standard operating procedures is crucial for supporting both constituents and caseworkers.
Casework Intake
A solid, welcoming intake process can make the rest of a case easier by building trust with the constituent.
Agency Correspondence
Building professional working relationships with agency liaison staff is critical to a casework team’s success.
Closing Cases
Closing a case is the last opportunity to make a good impression with the constituent.
Safeguarding Constituent Information
Members of Congress and casework teams have an important ethical obligation to handle constituent data responsibly.
Supporting Constituents in Overseas Crisis Situations
By better understanding what the US government typically does in emergency situations, casework teams can rapidly respond to urgent constituent inquiries.
Legislation & Oversight for Caseworkers
An introduction to the legislative toolkit available to Congressional offices, tips for caseworkers on how to build productive relationships with legislative counterparts and make smart casework asks, and how casework expertise can contribute to strengthening a team’s legislative work.
Data-Driven Casework
Incorporating data into casework strategy can offer valuable insights for optimizing efforts, addressing emotional demands, and fostering collaboration among team members.
Journey Mapping to Analyze Your Casework
Analyzing the casework process from a constituent’s perspective can be a helpful tool for casework teams to evaluate their operations. Journey mapping can be part of the design process for starting a new office, or a mid-Congress check-in to find places to improve.