Thematic Analysis of Informal Case Management Skill Building Necessary to Navigate the Homeless Services System

Richard Southee • December 22, 2025

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Case Management Skill Building necessary to Navigate the Homeless Services System

Recently Central Arizona Shelter Services was featured in an research article published in Professional Case Management, a journal that publishes research on case management in health and human services. The article was a joint project between Richard Southee (Director of Compliance & Continuous Improvement, PhD Global Health) Johanna Jorgenson (Senior Haven Manager, MSW) and Cindi SturtzSreetharan (President’s Professor, School of Human Evolution and Social Change). The article titled Thematic Analysis of Informal Case Management Skill Building Necessary to Navigate the Homeless Services System explores soft skills used by case managers to generate success when working in homeless services. The project was done at CASS and leveraged our own case manager’s expertise to identify four areas that they found they were often leaning on when working with their clients. These four areas were (a) understanding special/complex populations, (b) informal skills, (c) system navigation and (d) system orientation.


This study was an important diversion from popular literature on the topic which focuses on hard skills like crisis de-escalation and case management planning as desirable skills in new case managers, and instead highlights soft skills that can be gained in other professional environments but lend towards success in case management nonetheless. Importantly, Dr. Southee and his peers present the argument that when hiring for new case managers, identifying people that indicate having the identified soft skills may be stronger candidates for positions than conventional requirements around prior experience may suggest. Importantly, they suggest that hard skills like those typically sought after are easier to build through training and employee onboarding than the soft skills identified in the study that are built experientially and emphasizing them in the interviewing process may provide more long-term employee success and retention.


As the human and homeless services industry continues to struggle with high turn-over rates that leave organizations wanting qualified applicants, this study sheds a light on a new set of qualifications that can be used for screening. As CASS continues to work towards becoming a stronger organization and building expertise in our community, we look forward to continuing to work on projects like this that can help make ourselves and all providers in our community better.


If you have questions about the article or are interested in learning more please contact Dr. Richard Southee at rsouthee@cassaz.org


About CASS:

Founded in 1984, CASS is the largest and longest serving homeless emergency shelter provider in Arizona. Our adult and family shelters, as well as our temporary senior shelter operate at full capacity, 365 days of the year. CASS’ provides shelter, case management and housing support to a truly vulnerable community, from around the state and beyond.

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Max is a 61-year-old disabled single adult who lives with significant hearing impairment. During his stay at CASS, Max was referred to the CASS Rapid Re-Housing program.  With no case managers on the Rapid Re-Housing (RRH) team proficient in ASL (American Sign Language), Max and his assigned RRH case manager initially struggled to communicate. To overcome this hindrance, Max and his case manager employed makeshift means of communication via writing, ranging from typing messages into Microsoft Word to marking out their discussions on a whiteboard. Max and his case manager could spend an hour in each case meeting session discoursing by way of text. In the course of their textual dialogue, Max shared with his case manager that his preferred means of communication is to utilize an interpreter via video chat, which requires internet access. Max’s phone and tablet were only capable of picking up a weak internet connection at CASS, rendering such video calls technically infeasible to conduct seamlessly. Given his experience with this impediment in shelter, Max expressed concern that he could completely lose the ability to communicate effectively with the outside world once housed alone in an apartment, unless he had a reliable internet connection. With the assistance of his Rapid Re-Housing (RRH) case manager, Max was able to sign a lease for and move into an apartment on the first of July. For nearly a month, Max had to make do without internet service. But on July 25th, Max and his case manager finally managed to have internet services connected to his apartment through Centurylink. Max was offered high-speed internet at a discounted rate due to his disability status. Fast and stable internet connection in place, Max could now be assured that he would be able to communicate with others in the manner that he finds most comfortable and affirming.