1. Think Local Act Personal Self- Directed Support Forum September 3 rd 2013

2. Agenda TimeTopicRoles 10.30amRegistration and refreshments 10.50amIntroductions and plan for the workshopBridget Warr, chair 11.10amContext setting for the summitMartin Routledge 11.30am Summit topic focussed discussions 1: Direct experience of personalisation (Sue) Personal budgets delivery (Martin) Integration and personal budgets/personal health budgets (Jaimee) Commissioning and provider development (Bridget) Forum participants will self-select and join a facilitated discussion. Key questions: What is working and not working? What practical actions could be taken by who to achieve improvement? Key priorities for action 12.15pmLunch 12.45Summit topic discussions 2 Participants join a second group. Facilitator summarises first discussion, people add thoughts and ideas 1.30 Plenary review of key priorities for action and roles by key groups Facilitators share top proposals for group discussion 2.30Close

3. Personalisation Summit Why? 5yrs since start of personalisation policy Significant learning, research and experience End of target period and prior to new legislation Sense of both possibility but significant risk – rhetoric/reality, impact of austerity – best strategies? Need to get focus and synergy across key groups on what can drive improvement

4. Personalisation Summit What? Chaired by Norman Lamb and Jon Rouse (Director General) Approx. 30 participants: People and families, DH, Association of Directors of Adult Social Care, Local Government Association, Think Local Act Personal, Towards Excellence in Adult Social Care, council managers, provider organisations Focus: personal budgets delivery, market and provider development Inputs, identification of key challenges and opportunities, steer development of joint action plan Post summit: action planning session and development of joined up proposals for key groups and organisations

5. Key groups, challenges and opportunities: examples DH Challenges De-facto target of all people getting PBs by 2015 gamed – large numbers of managed PBs, DPs static Not defining PBs using key elements of SDS – some councils simply tell people amount of budget at some stage and call it a PB Responses? Via regulations and guidance? Encourage delivery practice which leads to best outcomes (use NPBS findings TLAP promising practice work and key research findings) Lever process improvements in areas including resource allocation, support planning, flexibility and choice in budget use, sign-off processes Lever increased use of direct payments and authenticity in managed personal budgets

6. Promote widespread local checking of results of PBs and benchmarking. Use data from local and national survey to lever improvement through transparency Incorporate learning from PB delivery and promising practice into relevant initiatives (for example dementia strategy, market development initiative, key initiatives and policy for mental health and learning disabilities (e.g. post Winterbourne), safeguarding, homecare challenge etc. Work with sector (including Health) to promote expanded use of approaches to PBs that improve access for groups currently benefitting less including older people (especially those without capacity/local supportive family), mental health Promote use of joint/aligned personal budgets in priority areas where their use can help solve significant challenges (e.g. post Winterbourne)

7. ADASS/LGA /TEASC Challenges Personal budgets and personalisation marginalised in difficult resource position and where central pressure and support has reduced Still high level of cultural resistance at all levels to transferring power to people Risk aversion, conservative practice leads to high levels of process etc. Though we increasingly know what works, most not doing these things Most councils not checking results and using these with local people to improve Cost management approaches that remove personalisation (unnecessarily)

8. Responses? Identify and support those councils that appear to be outliers in numbers, DP take up, not checking and using results or where these are poor Encourage councils to check results with local people and improve PB delivery, benchmark with other councils regionally nationally. Work with TLAP to share promising practice in key areas of challenge via regional programmes including issuing of advice in key areas for councils Focus peer challenge/SLI process, Local Accounts on improving personalisation

9. TLAP Challenges Keeping attention on personalisation and peoples experience From national to local Ensuring focus on key priorities

10. Responses? Focus work identifying promising practice and supporting sector led improvement in key areas identified as requiring attention Promote and support councils checking the results and developing improvement strategies with local people Ensure voice of people and families strong Publish annual surveys of personal budget impact and identify key improvement factors to inform policy and practice Advise DH on regulations and guidance, and other interventions Advise ADASS and TEASC to focus and inform their support and challenge to councils