Person Centered Planning Training

Presented by CRA

Derrick Dufresne

Principles and Values� As a part of the support planning, we presume no

set manner for service and support delivery -except that we will facilitate and provide what is recognized as best-practice to the fullest extent of our collective ability.

� This includes preferring supported employment over traditional day programs and not presuming the need for 24/7/365 shift-staffing, although this level of staffing will be available for those individuals for whom it is necessary.

� In many cases, people with significant and complex behaviors need and want the stability of relationship that comes with live-in staff, or a family setting. This option will be offered utilizing creative approaches and supportive adjuncts that are fiscally sustainable.

Process Overview� The process begins with an independent comprehensive

needs evaluation, which includes a Person-Centered Planning (PCP) session:

� Person-Centered Planning (PCP)� Assessments – looking at 15 domains of a person’s life:

Medical, Dental, Nursing, Physical Therapy, Mobility, Psychiatric/Psychological, Community Risk/Monitoring, Behavioral Support (w/Basic Plan), Communication, Occupational Therapy, Sensory, Adaptive/Assistive Technology, Home and Vehicle Modifications, Vocational-Meaningful Life-Community Integration, Person Centered Plan Specific

Process� Individual Budget Support Plan and Individual Planning

Budget - Information from the PCP, individual assessments, housing, employment and community preferences are combined into a document called an "Individual Budget Support Plan Narrative" which serves as a roadmap to the services the individual will receive in the community. In addition, an individual planning budget is prepared to identify the costs which will result from implementation of the Individual Budget Support Plan Narrative.

Person Centered Planning:Getting Started

Getting Ready� Facilitator should arrive 30-45 minutes in advance for the

PCP and prepare the room.� The room should be arranged in a semi-circle facing the

PCP paper on the wall, if at all possible. Make sure the paper is visible to all participants.

� Paper for the PCP should be part of a tool kit of supplies at the face-to-face training which facilitators should bring to each PCP that they facilitate as well as to replenish.

� Hang at least 2 sheets of PCP paper on the wall and use painter’s tape to tape to wall, crisscrossing the tape in at X at each corner for security.

Supplies you will need…� Roll of white Poster quality

Paper -Blue Painters or Art Tape� Chisel Tip Markers (Mr. Sketch

or Charter Brand)� Cray Pas Pastel Colors� Hairspray (to preserve the

graphic plan)� Template used by for

Assessment questions � Sign in Sheet � Explanation of the PCP process.

� Speaker phone if a team member or guardian is to be called

� Social Worker or Q needs to bring the Individual’s chart with her/him to the meeting to clarify any questions on information and contribute fully with historical data, medical information and special needs.

� Drinks and snacks help sometimes as well. (water bottles and packaged snacks for longer meetings)

Persons who should attend…� Focus Person� Guardians (preferably in person but otherwise on

phone)� Family members (invited by individual) � Residential Staff� Q� Psychologist, Social Worker, Psychiatrist (mental

health professionals)� Staff representing Day Program who knows Focus

Person� Speech Pathologist� OT � Past Staff who have information to contribute

WELCOME� Try to start on designated time as much as possible.

Sometimes we have to be flexible with this step because there is difficulty with persons getting to the meeting.

� Welcome all persons to the PCP but especially direct your attention to the PCP focus person. Introduce yourself and your role as facilitators in the PCP process.

� Pass around a sign in sheet – clearly print name; state title or relation to the focus person; how long you have known or worked with the focus person.

� Introductions – ask participants to introduce themselves asking for the same information that is written on the sheet. In addition ask the participants to state one gift or capacity that the focus person has or how the person has positively impacted their lives.

� Add to the sign-in sheet any other persons that are important to the focus person but are unable to attend.

My Story - History� To plan for your future, it is important for us to know

your story – your past, your interests, your likes/dislikes, etc. So let’s start with your history:

� Where were you born?� Where did you live throughout your past?� When did you come to _______(current

residence)?� What brought you to _______ (current residence)?� Have you had a time(s) that you faced

medical/mental health challenges?� Who are some people that are important in your

life (in the past and present)?� Tell us a story of a good time in your life. � All of us have bad times in our lives – share a time

when life was not so good for you.

The PCP is a CELEBRATION of the FOCUS PERSON

� After welcoming the persons participating we turn to the focus person and make sure that they know that this is a CELEBRATION and PLANNING SESSION ALL ABOUT THEM and that we want them to participate with their dreams, hopes, and choices for their life in the future.

� We will cover the following topics in the focus person’s life:� Who is _______ and what are _______his/her gifts,

capacities and interests? � What is ________ ‘s story?� What is important in _________’s life?� What would a good future look like for _______?� What are the fears and concerns (including nightmares)

for __________’s future?� What will need to be in place to maximize opportunities

for success and maintain safety in ________ ‘s future?

My Story – My Life Now� Share with us about a day in your life at your

current home – what time do you get up?; do your do your own grooming/daily living activities?; important routines; food likes/dislikes; beloved belongings; where do you work?; what do you like to do in your spare time?; what activities/community events do you attend?; do you go on visits to home?; etc.

� Who are persons that are important in your life currently – peers, staff, etc.?

Home and Community Life� Community of preference – where would you

like to live? Why?� Type of home – apartment, house, one story,

accessibility needs, etc.� People to live with – how many?; particular

person(s); characteristics of housemates � Other important people in your life nearby� Important routines� Support needs� Preferred community activities and places

that you would like to be able to access in your community of choice

� Any new activities that you would like to try?� Supports needed – medical specialties,

psychiatric, behavioral, PT, OT, etc.

Work/Day/Meaningful Life� Preferred Type of Work� Location – where does the focus person

work now?� Best Work Schedule� Support needs at work� Education� Any new or unexplored interests for

vocation/volunteering� Skills that the person has that would

translate to work interest� Other work life needs

Interests – Gifts – CapacitiesThis question can be asked during this section but in addition the information can also be gleaned from what was shared in the introductions.

� AT HOME

� IN THE COMMUNITY

Support NeedsSpecial Considerations Including

Fears and Nightmares

� What are the fears and nightmares of individual, family, and staff?

� What support is needed to minimize these challenges What support is needed in general for this person?

� When is support needed?� Direct Support Staff Characteristics� Direct Support Staff Skills needed� Anything else that is needed to know information

about the individual? (Sometimes the littlest things are the most important in ease of transition).

After the PCP is Completed� Ask the PCP focus individual if you may

have permission to take their picture in front of the PCP

� Take pictures of each individual section of the PCP as well as the PCP as a whole. These will be inserted into the written PCP as help you remember important points.

� Spray the PCP with hairspray to preserve colors and prevent smearing

Tips for a Successful PCP� The PCP should be done when possible with a team of 2

persons. The facilitator and graphic facilitator must be trained. However, if the PCP Team would like to add an additional person (if available) to take notes during the PCP, it is very helpful in writing the PCP.

� Another option is to have the facilitator act as the PCP facilitator and the graphic person and the other trained person help facilitate and take notes.

� There are many situations in which the PCP facilitators have to be very astute and “act on their feet” when it comes to anxiety of the individuals and/or staff and guardians.

� One must be very careful to direct their attention to the focus person of the PCP and not let staff and/or guardians dominate the conversation. Remember it is the celebration of the focus person.

� The facilitators cannot impose their judgment or opinions into the PCP proceedings – they are there to listen intently to the individual.

� Remember to turn off all cell phones in the PCP including the facilitators’.

Writing the PCP� To utilize the PCP information the PCP must be

translated into a narrative form. � The PCP is written in a power point format.� The pictures of the PCP are inserted into the

written PCP with accompanying narrative. � The turnaround time for the PCP from the time

it is facilitated to written and returned in final form is 7 days.

� Please make sure that all spelling is checked. � The PCP should be saved as follows: Last

Name. First Initial. Date of PCP. Initials of the Facilitator writing the PCP.