What is the first step a case manager should take before the investigation begins?

The first step a case manager should take before the investigation begins is to map out the goals and objectives of the investigation. This step is crucial as it provides a clear understanding of what the investigation aims to achieve. By defining specific goals and objectives, the case manager ensures that the investigation remains focused and guided. This process involves assessing the client's needs, the scope of the investigation, and the desired outcomes, which helps in structuring the investigative approach.

Establishing these goals serves as a foundation for all subsequent actions, including developing an investigative plan and meeting with the client. Without well-defined goals, the investigation may lack direction, making it difficult to measure success or determine if the outcomes align with the client's expectations. This foundational work ultimately contributes to a more effective and efficient investigative process.