person-centered planning, self-determination, and recovery · • independent facilitation can be a...
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Person-Centered Planning,Self-Determination, and Recovery
Person-Centered Planning,Self-Determination, and Recovery
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Training Objectives
• What is Person-Centered Planning?• What changes have occurred?• How Person-Centered Planning works.• What is Self-Determination, and how is it
related to Person-Centered Planning.• 5 Principles of Self-Determination• Tools of Self-Determination• Recovery
• What is Person-Centered Planning?• What changes have occurred?• How Person-Centered Planning works.• What is Self-Determination, and how is it
related to Person-Centered Planning.• 5 Principles of Self-Determination• Tools of Self-Determination• Recovery
Michigan Mental Health CodeAct No. 290 Public acts of 1995
Person centered planning is a process forplanning and supporting the individual receivingservices that builds upon the individual’scapacity to engage in activities that promotecommunity life and that honors the individuals’,preferences, choices, and abilities. The person-centered planning process involves families,friends, and professionals as the individualdesires or requires.
Person centered planning is a process forplanning and supporting the individual receivingservices that builds upon the individual’scapacity to engage in activities that promotecommunity life and that honors the individuals’,preferences, choices, and abilities. The person-centered planning process involves families,friends, and professionals as the individualdesires or requires.
Changes that have occurred….Traditional
• Standardized
• Disabilities
• Deficits/Weaknesses
• Medical Model
• Separate fromCommunity
PCP
• Individualized
• Abilities
• Assets/Strengths
• Holistic Model
• A part of theCommunity
Traditional
• Standardized
• Disabilities
• Deficits/Weaknesses
• Medical Model
• Separate fromCommunity
PCP
• Individualized
• Abilities
• Assets/Strengths
• Holistic Model
• A part of theCommunity
Values and Principles UnderlyingPCP• Each individual has strengths and the
ability to express preferences and makechoices.
• The individual’s choices and preferencesshall always be honored and considered, ifnot always granted.
• Each individual has gifts and contributionsto offer the community and has the abilityto choose how supports, services and/ortreatment may help them utilize theirgifts and make contributions to communitylife.
• Each individual has strengths and theability to express preferences and makechoices.
• The individual’s choices and preferencesshall always be honored and considered, ifnot always granted.
• Each individual has gifts and contributionsto offer the community and has the abilityto choose how supports, services and/ortreatment may help them utilize theirgifts and make contributions to communitylife.
Values and Principles UnderlyingPCP• Person-Centered Planning processes
maximize the independence, createcommunity connections, and work towardsachieving the individual’s dreams, goalsand desires.
• A person’s cultural background shall berecognized and valued in the decision-making process.
• Person-Centered Planning processesmaximize the independence, createcommunity connections, and work towardsachieving the individual’s dreams, goalsand desires.
• A person’s cultural background shall berecognized and valued in the decision-making process.
PCP can Focus on….• Education
• Thoughts & Feelings
• Relationships
• Housing & Home Life
• Employment
• Volunteer Activities
• Personal Budget
• Health and Fitness
• Legal Issues
• Personal Safety
• Spiritual Issues
• Etc.
• Education
• Thoughts & Feelings
• Relationships
• Housing & Home Life
• Employment
• Volunteer Activities
• Personal Budget
• Health and Fitness
• Legal Issues
• Personal Safety
• Spiritual Issues
• Etc.
The Person Determines:
• Who, What, When, and Where
• Hopes and Dreams
• Resources and Strengths
• Needs and Challenges
• Parameters
• What we can do to help
• Who, What, When, and Where
• Hopes and Dreams
• Resources and Strengths
• Needs and Challenges
• Parameters
• What we can do to help
Individual identifies:- Dreams & desired future- Preferences & choices- Abilities & needs- Expectations of resources including service providers
Professional(s) identify- clinical needs- medical necessity- Recommend services andresources based on consumer'schoices
Individual identifies:Planning Framework
- Time & Place of Planning Meeting- Who will participate- Topics to be discussed- Who will facilitate the meeting- Who will record decisions made
Planning Meetingis held to decide:
- Goals or desired Outcomes- Steps to achieve Outcomes- Strategies & resouces to be used
Plan is followed as written through
the identified steps and strategies
Individual tracks- Progress toward outcome- Effectiveness of servicesIdentifies preferences, choices & satisfaction
Service Providers track:- Progress toward outcome- Effectiveness of services- Consumer preferences, choices and satisfaction levels
Individual Identifies- changes in needs, preferences, choices
or desires- Decides when to make adjustments to the
plan or formulate a new one
Revised: 8/2010Supercedes: 10/01
Independent Facilitation
• Independent facilitation can be a part of the person-centered planning process. It means that someone otherthan the person’s case manager or supports coordinatorfacilitates the planning meeting.
• Individuals can be their own Independent Facilitator, orthey can choose someone they know and trust, or aperson trained in Independent Facilitation.
• Independent Facilitators help individuals identify theirdreams and goals, assist in arranging the planningmeeting, keep the meeting focused on the individual,make sure that the individual is heard and understood,and provide information on a variety of supports (natural,community, or CMH-funded).
• Independent facilitation can be a part of the person-centered planning process. It means that someone otherthan the person’s case manager or supports coordinatorfacilitates the planning meeting.
• Individuals can be their own Independent Facilitator, orthey can choose someone they know and trust, or aperson trained in Independent Facilitation.
• Independent Facilitators help individuals identify theirdreams and goals, assist in arranging the planningmeeting, keep the meeting focused on the individual,make sure that the individual is heard and understood,and provide information on a variety of supports (natural,community, or CMH-funded).
Goals and Objectives
Goals
• General
• Indicate overall intention
• What we want to achieve
Objectives
• Specific
• Can be thought of assteps toward a goal
• How we get to what wewant to achieve
• General
• Indicate overall intention
• What we want to achieve
• Specific
• Can be thought of assteps toward a goal
• How we get to what wewant to achieve
SMART Goals
• Specific
• Measurable
• Attainable
• Relevant
• Time-Bound
• Specific
• Measurable
• Attainable
• Relevant
• Time-Bound
Two Popular Person CenteredPlanning Tools
• Maps
• Path
• Maps
• Path
MAPS
MAPS is a planning process that begins with a story - the history. Maps has a series of questionsthat ask a person to tell us some of the milestones on their journey, so we can get to know them,dream with them, and begin to build a plan to move in the direction of their dreams.
PATH
PATH is a creative planning tool which starts in the future and works backwards to an outcome of first (beginning) stepsthat are possible and positive. It is excellent for team building. It has been used to mediate conflicts. It is loved by peoplewho actually want to change the ways we currently work. Groups teaching PATH as a tool will hopefully have a copy foreach student. PATH is not for the faint of heart. It is very results oriented.
What is Self-Determination?
• Self-Determination is the inalienableright to make choices about ones life.By using the Person Centered Plan andthe tools of Self-Determination,individuals can direct the resourcesnecessary to enjoy a meaningful life.
• Self-Determination is the inalienableright to make choices about ones life.By using the Person Centered Plan andthe tools of Self-Determination,individuals can direct the resourcesnecessary to enjoy a meaningful life.
What is Self-Determination?
Self-Determination means….
• Individuals have the freedom to decidehow they want to live their lives and toreceive the support they need.
• Having control over their resources andtaking responsibility for their decisionsand actions.
Self-Determination means….
• Individuals have the freedom to decidehow they want to live their lives and toreceive the support they need.
• Having control over their resources andtaking responsibility for their decisionsand actions.
What is Self-Determination?
Self-Determination means….
• Having the ability to make decisions,have control, share, responsibility, andpartner with health professionals.
Self-Determination means….
• Having the ability to make decisions,have control, share, responsibility, andpartner with health professionals.
What is Self-Determination?
• The purpose of Self-Determination is tomake it possible for individuals to createa personally meaningful life in theircommunity based on their desires.
• The purpose of Self-Determination is tomake it possible for individuals to createa personally meaningful life in theircommunity based on their desires.
How are Person Centered Planningand Self-Determination Related?Person Centered Planning is a centralelement of Self-determination because:
• It is the medium for expressing personalneeds, wishes, goals, and aspirations
• It drives the individual budget.• Self-Determination is taking PCP one
step further.
Person Centered Planning is a centralelement of Self-determination because:
• It is the medium for expressing personalneeds, wishes, goals, and aspirations
• It drives the individual budget.• Self-Determination is taking PCP one
step further.
5 Principles of Self-Determination
• Freedom
• Authority
• Responsibility
• Support
• Confirmation
• Freedom
• Authority
• Responsibility
• Support
• Confirmation
Freedom
• To decide where to live and with whom,as well as how one wants to live his/herlife.
• To plan a life based on acquiringsupports versus purchasing a program.
• To plan a meaningful life with help• To plan a meaningful life with help from
people that he/she trusts.
• To decide where to live and with whom,as well as how one wants to live his/herlife.
• To plan a life based on acquiringsupports versus purchasing a program.
• To plan a meaningful life with help• To plan a meaningful life with help from
people that he/she trusts.
Authority
• To control a targeted amount ofpersonal and public dollars.
• To decide who, what, when, where, andthe level of support.
• To purchase the needed supports.
• To control a targeted amount ofpersonal and public dollars.
• To decide who, what, when, where, andthe level of support.
• To purchase the needed supports.
Responsibility
• To use public dollars wisely and tocontribute to one’s community inmeaningful ways (working, volunteering,etc.)
• To make Self-Determined arrangementsthat operate within the requirements offederal and state law, and meetMedicaid requirements.
• To use public dollars wisely and tocontribute to one’s community inmeaningful ways (working, volunteering,etc.)
• To make Self-Determined arrangementsthat operate within the requirements offederal and state law, and meetMedicaid requirements.
Support
• The ability to arrange formal andinformal supports and services that areunique and meaningful to the individual.
• Individuals with disabilities and theirallies have the authority to hire andmanage individuals who provide themwith support.
• Support can be different and creative…You get a life, not a program!
• The ability to arrange formal andinformal supports and services that areunique and meaningful to the individual.
• Individuals with disabilities and theirallies have the authority to hire andmanage individuals who provide themwith support.
• Support can be different and creative…You get a life, not a program!
Confirmation
• The recognition that individuals withdisabilities must be a major part ofredesigning the human services system.
• Health professionals confirm that peoplewith disabilities, along with their chosenallies have the right to be a part of thedecision-making that affects their lives.
• The recognition that individuals withdisabilities must be a major part ofredesigning the human services system.
• Health professionals confirm that peoplewith disabilities, along with their chosenallies have the right to be a part of thedecision-making that affects their lives.
The Tools of Self-Determination
• Individual budget
• Support coordinator/case manager
• Fiscal intermediary
• Self-determination coordinators andteam members
• Service Providers
• Individual budget
• Support coordinator/case manager
• Fiscal intermediary
• Self-determination coordinators andteam members
• Service Providers
Individual Budgets
• Show how individual supports will be paid.• Utilize personal resources, community
resources, and lastly, Mental Healthresources.
• Encourage individuals to be more creativewith the services they receive.
• Show the costs attached to individualservices received for the past year.
• Show how individual supports will be paid.• Utilize personal resources, community
resources, and lastly, Mental Healthresources.
• Encourage individuals to be more creativewith the services they receive.
• Show the costs attached to individualservices received for the past year.
Individual Budgets
• Empower individuals by allowing them tohire and manage their own staff,negotiate with agencies, and purchaseonly the services that they need.
• Reflect an amount of funding allocatedfor services and supports for anindividual and are controlled by theindividual and their freely chosen allies.
• Empower individuals by allowing them tohire and manage their own staff,negotiate with agencies, and purchaseonly the services that they need.
• Reflect an amount of funding allocatedfor services and supports for anindividual and are controlled by theindividual and their freely chosen allies.
• Encourage flexibility within approvedamounts. Dollars can be reasonablymoved from line item to line item aslong as the essential supports aremaintained. New line items may also becreated as well as old ones erased.
Individual Budgets
• Encourage flexibility within approvedamounts. Dollars can be reasonablymoved from line item to line item aslong as the essential supports aremaintained. New line items may also becreated as well as old ones erased.
Support Coordinator/CaseManager• Participate in PCP process.• Participate in the Self-Determination
process by helping a person plan self-determined arrangements, organizeresources, and evaluate how things areworking.
• Participate in PCP process.• Participate in the Self-Determination
process by helping a person plan self-determined arrangements, organizeresources, and evaluate how things areworking.
Support Coordinator/CaseManager• Review employee notes and other
records.• Support the employer/employee
relationship.• Work with service providers to ensure
that choices are honored.
• Review employee notes and otherrecords.
• Support the employer/employeerelationship.
• Work with service providers to ensurethat choices are honored.
Fiscal Intermediary
• Serves individuals who hire their ownstaff or provider.
• Acts as a payroll agent.• Takes care of tax withholding.• Pays worker’s compensation, health
insurance, and other benefits.
• Serves individuals who hire their ownstaff or provider.
• Acts as a payroll agent.• Takes care of tax withholding.• Pays worker’s compensation, health
insurance, and other benefits.
Fiscal Intermediary
• Ensures compliance with Medicaidrequirements
• Ensures compliance with all federal andstate laws.
• Ensures compliance with Medicaidrequirements
• Ensures compliance with all federal andstate laws.
Self-Determination Specialists andPeer Support Specialists• Assist Individuals with hiring their own
staff or provider.• Interface with financial analysts,
provider agencies, individual employees,fiscal intermediaries, family membersand chosen allies, and other communitymembers.
• Assist Individuals with hiring their ownstaff or provider.
• Interface with financial analysts,provider agencies, individual employees,fiscal intermediaries, family membersand chosen allies, and other communitymembers.
Self-Determination Specialists andPeer Support Specialists• Serve as budget specialists.• Work directly with individuals and their
freely chosen allies to coordinate self-determined arrangements.
• Provide support, guidance, and referrals.• Encourage creativity and promote
empowerment.
• Serve as budget specialists.• Work directly with individuals and their
freely chosen allies to coordinate self-determined arrangements.
• Provide support, guidance, and referrals.• Encourage creativity and promote
empowerment.
Hope
Respect
ResponsibilityIndividualized andperson-centered
Self-Direction
TThe National Consensus Statement on Mental Health Recoveryhe National Consensus Statement on Mental Health Recovery
(U.S. Department of Health and Human Services SAMHSA)(U.S. Department of Health and Human Services SAMHSA)
1010 Fundamental Components of RecoveryFundamental Components of Recovery
Responsibility
PeerSupport
Strengths-Based
Non-linear
Holistic
Empowerment
Individualized andperson-centered
Consumer lead, control, exercise choiceover, and determine their own path ofrecovery by optimizing autonomy,independence, and control of resources toachieve a self-determined life. Bydefinition, the recovery process must beself-directed by the individual, who defineshis or her own life goals and designs aunique path towards those goals.
Self-Direction
Consumer lead, control, exercise choiceover, and determine their own path ofrecovery by optimizing autonomy,independence, and control of resources toachieve a self-determined life. Bydefinition, the recovery process must beself-directed by the individual, who defineshis or her own life goals and designs aunique path towards those goals.
Individualized and Person-CenteredThere are multiple pathways to recoverybased on an individual’s unique strengthsand resiliencies as well as his or her needs,preferences, experiences (including pasttrauma), and cultural background in all ofits diverse representations. Individuals alsoidentify recovery as being an ongoingjourney and an end result as well as anoverall paradigm for achieving wellness andoptimal mental health.
There are multiple pathways to recoverybased on an individual’s unique strengthsand resiliencies as well as his or her needs,preferences, experiences (including pasttrauma), and cultural background in all ofits diverse representations. Individuals alsoidentify recovery as being an ongoingjourney and an end result as well as anoverall paradigm for achieving wellness andoptimal mental health.
Empowerment
• Individuals have the authority to choose from arange of options and to participate in alldecisions- including the allocation of resources– that will affect their lives, and are educatedand supported in so doing. They have theability to join with other individuals tocollectively and effectively speak forthemselves about their needs, wants, desires,and aspirations. Through empowerment, andindividual gains control of his or her owndestiny and influences the organizational andsocietal structures in his or her life.
• Individuals have the authority to choose from arange of options and to participate in alldecisions- including the allocation of resources– that will affect their lives, and are educatedand supported in so doing. They have theability to join with other individuals tocollectively and effectively speak forthemselves about their needs, wants, desires,and aspirations. Through empowerment, andindividual gains control of his or her owndestiny and influences the organizational andsocietal structures in his or her life.
Holistic
• Recovery encompasses an individual’s wholelife, including mind, body, spirit, andcommunity. Recovery embraces all aspectsof life, including housing, employment,education, mental health and healthcaretreatment and services, complementary andnaturalistic services, addictions treatment,spirituality, creativity, social networks,community participation, and familysupports as determined by the person.
• Recovery encompasses an individual’s wholelife, including mind, body, spirit, andcommunity. Recovery embraces all aspectsof life, including housing, employment,education, mental health and healthcaretreatment and services, complementary andnaturalistic services, addictions treatment,spirituality, creativity, social networks,community participation, and familysupports as determined by the person.
Non-Linear
• Recovery is not a step-by-step process butone based on continual growth, occasionalsetbacks, and learning from experience.Recovery begins with an initial stage ofawareness in which a person recognizes thatpositive change is possible. This awarenessin which a person recognizes that positivechange is possible. This awareness enablesthe consumer to move on to fully engage inthe work of recovery.
• Recovery is not a step-by-step process butone based on continual growth, occasionalsetbacks, and learning from experience.Recovery begins with an initial stage ofawareness in which a person recognizes thatpositive change is possible. This awarenessin which a person recognizes that positivechange is possible. This awareness enablesthe consumer to move on to fully engage inthe work of recovery.
Strengths-Based
• Recovery Focuses on valuing and building onthe multiple capacities, resiliencies, talents,coping abilities, and inherent worth ofindividuals. By building on these strengths,individuals leave stymied life roles behindand engage in new life roles (e.g., partner,caregiver, friend, student, employee). Theprocess of recovery moves forward throughinteraction with others in supportive, trust-based relationships.
• Recovery Focuses on valuing and building onthe multiple capacities, resiliencies, talents,coping abilities, and inherent worth ofindividuals. By building on these strengths,individuals leave stymied life roles behindand engage in new life roles (e.g., partner,caregiver, friend, student, employee). Theprocess of recovery moves forward throughinteraction with others in supportive, trust-based relationships.
Peer-Support
• Mutual Support- including the sharing ofexperiential knowledge and skills and sociallearning- plays and invaluable role inrecovery. Individuals encourage and engageother individuals in recovery and provideeach other with a sense of belonging,supportive relationships, valued roles, andcommunity.
• Mutual Support- including the sharing ofexperiential knowledge and skills and sociallearning- plays and invaluable role inrecovery. Individuals encourage and engageother individuals in recovery and provideeach other with a sense of belonging,supportive relationships, valued roles, andcommunity.
Respect
• Individuals have a personal responsibility fortheir own self-care and journeys ofrecovery. Taking steps towards their goalsmay require great courage. Individuals muststrive to understand and give meaning totheir experiences and identify copingstrategies and healing processes to promotetheir own wellness.
• Individuals have a personal responsibility fortheir own self-care and journeys ofrecovery. Taking steps towards their goalsmay require great courage. Individuals muststrive to understand and give meaning totheir experiences and identify copingstrategies and healing processes to promotetheir own wellness.
Hope
• Recovery provides the essential andmotivation message of a better future- thatpeople can and do overcome the barriersand obstacles that confront them. Hope isinternalized; but can be fostered by peers,families, friends, providers, and others.Hope is the catalyst of the recovery process.
• Recovery provides the essential andmotivation message of a better future- thatpeople can and do overcome the barriersand obstacles that confront them. Hope isinternalized; but can be fostered by peers,families, friends, providers, and others.Hope is the catalyst of the recovery process.
Resources:
• P3.4.1.1 Person Centered Planning BestPractice Guideline
• http://www.ilr.cornell.edu/edi/pcp/courses.html
Copy and paste the link into your web browser to access
• P3.4.1.1 Person Centered Planning BestPractice Guideline
• http://www.ilr.cornell.edu/edi/pcp/courses.html
Copy and paste the link into your web browser to access