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                       PERSON‐CENTERED PLANNING 
                                        
Where Did it Come From? 
 
The term “person‐centered planning”(PCP) actually comes from a family of 
planning techniques first created for use with developmentally challenged 
persons…it includes multiple methods for constructing a recovery and life 
plan that includes key elements of consumer & family choice, a unified plan 
(across agencies and providers) integrated into a single plan, managed by a 
single care manager or coordinator, and informed by the consumer and/or 
advocate at every step of the service process. 
 
Core / Key Values 

       Strength‐based, future oriented– focus is on strengths and recovery  
       Supports consumer empowerment, meaningful options and informed 
        choice  
       Honors consumer goals, aspirations and lifestyle choices that 
        promote dignity, respect, interdependence, mastery and 
        competence  
       PCP sees individuals in the natural context of their culture, ethnicity, 
        religion and gender…all elements are acknowledged, supported and 
        valued in the planning process  
       “Families/Parents as Partners” – PCP creates a collaboration between 
        consumer, family and providers so that they are involved from the 
        beginning, acknowledging the legitimate contributions of all parties  
2


Person‐Centered Planning Reconfigures the Relationship Between 
Providers and Consumers 
 
 
Deficit or Problem‐Centered Model 

                         AGENCY




    PROGRAM             PROGRAM               PROGRAM




                     Consumer / Family

                                                          
 
Person‐Centered Planning Model 
 

                    AGENCY




                    Consumer
                     / Family


     AGENCY                              AGENCY




                                                   
3


Three Notable Changes from Deficit or Problem‐Focused Planning 

       Future focus on lifestyle experiences and needs, not pathology and 
        diagnosis per se  
       Moves service planning outside the typical menu or “orbit” of 
        services—expands to include natural environmental supports  
       Focuses on capacities as the cornerstone for growth – strengths, 
        skills, capacities and aspirations  

Roles of Families and Consumers 

       “Hire” their providers and care managers  
       Plan services in partnership  
       Advise agency staff, other providers, consumers, etc. on care needs, 
        values, expectations and perceptions  
       Serve as effective and ongoing advocates  

Essential Elements 

Unified Life Plan – the umbrella under which all planning for services, 
supports and treatment occur 

       Planning team is inclusive of consumer/family, professionals and 
        paraprofessionals, and honors the need for flexibility, scheduling, 
        location, etc.  
       Goals and strategies are designed to meet life outcomes, not to 
        reduce deficits – not a pathology‐repair model  
       Addresses health and safety (e.g., housing, income, job/education, 
        etc.) needs in addition to treatment and other support needs  
       Plans for how to work with individual/family disagreement  
       Opportunities and realistic ways to modify/change the plan  
       Adequate and accurate documentation of the planning process as 
        well as the plan  
       Acknowledgement of the indicators (individual as well as systemic) 
        that reflect a person‐centered approach 
4


Who’s on the Team? 

       Consumer, family and/or designated person of competence  
       Professionals and paraprofessionals who may be in both the formal 
        and informal support systems  
       Others who enter as the plan evolves—it is a Life Plan, it evolves 
        dynamically over time, adjusting for new goals and objectives as 
        agreed upon by the planning team  
       In the “Children’s World”, this would be the Child and Family Team – 
        and is also often referred to as a child’s “Circle of Support” 
       In treatment foster care the “family” may be both the biological and 
        foster family, and the “client” may be both the foster child and the 
        foster parent(s) 
       In developmental disability services, the “family” may be the 
        biological family depending upon the nature of the client’s 
        relationship with his/her family, and the “client” is the consumer 
       In adoptive services the “family” may be the biological parent(s) and 
        the adoptive family, and the client may be the adoptive family, the 
        adoptive child, and/or the biological parent 
       In mental health services, the family may be the client’s actual family, 
        and the client is the primary consumer; adult or child 

What’s the Focus of the Team? 

3 “layers” or levels of supports must be considered: 

       Personal Resources‐the person’s own resources (skills, abilities & 
        competencies)  
       Natural Supports‐family, neighbors, co‐workers, friends and others 
        who may lend informational, financial, emotional or other tangible 
        support to the consumer  
       Community Resources‐opportunities to connect to structures or 
        organizations where the consumer can maximize the chance for 
        gaining life skills, coping supports, and improving recovery  

 
Other Elements and Characteristics of an Effective Person‐Centered Plan 
5


       PCP has to be realistic – must address health / safety and basic needs 
        first and foremost  
       Should include options (informed choice), not prescriptions  
       Should be specific in terms of measurable objectives, strategies, time 
        frames and responsibilities  
       Should include regular and flexible options for review, ispute/conflict 
        resolution, and updates  

 
 
 
 
Life Plan Vs. Traditional Service Plan 
 
Rehabilitation View 

     Focus on impairments or deficiencies 

           Problems lie within the consumer  
           Solution? Requires professional intervention  
           Who’s the person? The client/consumer  
           Who’s in charge? The professional  

     How are results/success defined? Reduced impairment or pathology 
      as judged by professionals  

Person‐Centered Planning 

       Focus is on optimizing life functioning  
       Problems lie in the environment (environment doesn’t promote 
        coping and competencies)  
       Solution? Remove barriers and/or expand advocacy and 
        opportunities for recovery  
       Who’s the person? Person/citizen/consumer  
       Who’s in charge? Person / citizen / consumer  
       How are results defined? Living independently or optimally according 
        to life plan and effective match of supports to needs  
6


                                   QUIZ 

Name: _______________________________________  Date: ___________ 

Instructions: When you have completed the informational section, please 
print page 6 and complete the following test and return it to Human 
Resources. You may write on the back and/or add additional pages. 

    1. Describe the essential differences between the “Deficit or Problem‐
       Centered Model” and the “Person‐Centered Planning Model”? 

 

 

 

 

 

 

 

 

 

 

 

    2. In your own words, what are the essential elements of a Person‐
       Centered Plan? 

 

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Person centered treatment planning rev 9-2010

  • 1. 1 PERSON‐CENTERED PLANNING    Where Did it Come From?    The term “person‐centered planning”(PCP) actually comes from a family of  planning techniques first created for use with developmentally challenged  persons…it includes multiple methods for constructing a recovery and life  plan that includes key elements of consumer & family choice, a unified plan  (across agencies and providers) integrated into a single plan, managed by a  single care manager or coordinator, and informed by the consumer and/or  advocate at every step of the service process.    Core / Key Values   Strength‐based, future oriented– focus is on strengths and recovery    Supports consumer empowerment, meaningful options and informed  choice    Honors consumer goals, aspirations and lifestyle choices that  promote dignity, respect, interdependence, mastery and  competence    PCP sees individuals in the natural context of their culture, ethnicity,  religion and gender…all elements are acknowledged, supported and  valued in the planning process    “Families/Parents as Partners” – PCP creates a collaboration between  consumer, family and providers so that they are involved from the  beginning, acknowledging the legitimate contributions of all parties  
  • 2. 2 Person‐Centered Planning Reconfigures the Relationship Between  Providers and Consumers      Deficit or Problem‐Centered Model  AGENCY PROGRAM PROGRAM PROGRAM Consumer / Family     Person‐Centered Planning Model    AGENCY Consumer / Family AGENCY AGENCY  
  • 3. 3 Three Notable Changes from Deficit or Problem‐Focused Planning   Future focus on lifestyle experiences and needs, not pathology and  diagnosis per se    Moves service planning outside the typical menu or “orbit” of  services—expands to include natural environmental supports    Focuses on capacities as the cornerstone for growth – strengths,  skills, capacities and aspirations   Roles of Families and Consumers   “Hire” their providers and care managers    Plan services in partnership    Advise agency staff, other providers, consumers, etc. on care needs,  values, expectations and perceptions    Serve as effective and ongoing advocates   Essential Elements  Unified Life Plan – the umbrella under which all planning for services,  supports and treatment occur   Planning team is inclusive of consumer/family, professionals and  paraprofessionals, and honors the need for flexibility, scheduling,  location, etc.    Goals and strategies are designed to meet life outcomes, not to  reduce deficits – not a pathology‐repair model    Addresses health and safety (e.g., housing, income, job/education,  etc.) needs in addition to treatment and other support needs    Plans for how to work with individual/family disagreement    Opportunities and realistic ways to modify/change the plan    Adequate and accurate documentation of the planning process as  well as the plan    Acknowledgement of the indicators (individual as well as systemic)  that reflect a person‐centered approach 
  • 4. 4 Who’s on the Team?   Consumer, family and/or designated person of competence    Professionals and paraprofessionals who may be in both the formal  and informal support systems    Others who enter as the plan evolves—it is a Life Plan, it evolves  dynamically over time, adjusting for new goals and objectives as  agreed upon by the planning team    In the “Children’s World”, this would be the Child and Family Team –  and is also often referred to as a child’s “Circle of Support”   In treatment foster care the “family” may be both the biological and  foster family, and the “client” may be both the foster child and the  foster parent(s)   In developmental disability services, the “family” may be the  biological family depending upon the nature of the client’s  relationship with his/her family, and the “client” is the consumer   In adoptive services the “family” may be the biological parent(s) and  the adoptive family, and the client may be the adoptive family, the  adoptive child, and/or the biological parent   In mental health services, the family may be the client’s actual family,  and the client is the primary consumer; adult or child  What’s the Focus of the Team?  3 “layers” or levels of supports must be considered:   Personal Resources‐the person’s own resources (skills, abilities &  competencies)    Natural Supports‐family, neighbors, co‐workers, friends and others  who may lend informational, financial, emotional or other tangible  support to the consumer    Community Resources‐opportunities to connect to structures or  organizations where the consumer can maximize the chance for  gaining life skills, coping supports, and improving recovery     Other Elements and Characteristics of an Effective Person‐Centered Plan 
  • 5. 5  PCP has to be realistic – must address health / safety and basic needs  first and foremost    Should include options (informed choice), not prescriptions    Should be specific in terms of measurable objectives, strategies, time  frames and responsibilities    Should include regular and flexible options for review, ispute/conflict  resolution, and updates           Life Plan Vs. Traditional Service Plan    Rehabilitation View   Focus on impairments or deficiencies   Problems lie within the consumer    Solution? Requires professional intervention    Who’s the person? The client/consumer    Who’s in charge? The professional    How are results/success defined? Reduced impairment or pathology  as judged by professionals   Person‐Centered Planning   Focus is on optimizing life functioning    Problems lie in the environment (environment doesn’t promote  coping and competencies)    Solution? Remove barriers and/or expand advocacy and  opportunities for recovery    Who’s the person? Person/citizen/consumer    Who’s in charge? Person / citizen / consumer    How are results defined? Living independently or optimally according  to life plan and effective match of supports to needs  
  • 6. 6 QUIZ  Name: _______________________________________  Date: ___________  Instructions: When you have completed the informational section, please  print page 6 and complete the following test and return it to Human  Resources. You may write on the back and/or add additional pages.  1. Describe the essential differences between the “Deficit or Problem‐ Centered Model” and the “Person‐Centered Planning Model”?                        2. In your own words, what are the essential elements of a Person‐ Centered Plan?