1. South East Personalisation IT Workshop 11 th June 2010 Working in partnership with Improvement and Efficiency South East

2. © 2008 Plan My Care Limited 2 Agenda Setting the scene Project approach Case study and demonstration Project benefits Future development Open standards Summary

3. © 2008 Plan My Care Limited 3 Setting the scene Specific challenges of an aging population –Provide tools to help the transition of older people to personal budgets Brokerage/Advocacy/Advice, Information & Guidance Pilots –Provide support planning process for the third party broker organisations CAF demonstrator site –Define information flow and standards for support planning Shared assessment questionnaire implementation –Provide a golden thread from assessed need to outcomes and actions within the support plan Market shaping –Engaging providers to transition to personalised services A new kind of IT solution and approach was required to help deliver the vision

4. © 2008 Plan My Care Limited 4 Project approach Understanding context What problems are we trying to solve? Scope and objectives Requirements workshops Prioritising requirements Project governance Project planning Phase 1 Development JanJulyDecFebSept Phase 2 Roll out to brokers Start Up Phase 3 Roll out to individuals Support planning tools to manage the golden thread Community site to provide information, advice and guidance

5. © 2008 Plan My Care Limited 5 Project approach Co-production with users, social workers and voluntary sector Challenge the business process Whiteboard mock ups Bringing the solution to life Phase 1 Development JanJulyDecFebSept Start Up Phase 3 Roll out to individuals Incremental development Define & prioritise requirements Review and refine delivered functionality 2-3 week development cycles Phase 2 Roll out to brokers

6. © 2008 Plan My Care Limited 6 Project approach Phase 2 Roll out to a care managers and brokers Engage brokers Improve right first time support plan approvals Develop community owned social capital Test the safeguarding and quality assurance protocols Phase 1 Development JanJulyDecFebSept Phase 2 Roll out to brokers Start Up Phase 3 Roll out to individuals Phase 3 Extend roll out to individuals Develop model for self- direction and support

7. © 2008 Plan My Care Limited 7 Case Study: Mr Smith Assessed and is eligible for a personal budget –Indicative allocation agreed and assessment outcomes defined Has agreed that Advocacy Trust will assist with his support plan Mr Smiths son visits at the weekend and can research services As a new client, Mr Smith will be: –Helped by family in researching services/providers to meet his outcomes –Allocated a broker worker by Advocacy Trust –Assisted in putting together a valid support plan by Advocacy Trust –Reviewed once his plan has been approved and is active

8. © 2008 Plan My Care Limited 8 Case Study: Research Community web site: Research Allocate Broker Planning Review

9. © 2008 Plan My Care Limited 9 Case Study: Allocate a broker New Client Allocate Broker Accept Client Allocate Worker Research Allocate Broker Planning Review

10. © 2008 Plan My Care Limited 10 Case Study: Allocate a broker New Client Allocate Broker Accept Client Allocate Worker Research Allocate Broker Planning Review

11. © 2008 Plan My Care Limited 11 Case Study: Allocate a broker New Client Allocate Broker Accept Client Allocate Worker Research Allocate Broker Planning Review

12. © 2008 Plan My Care Limited 12 Case Study: Allocate a broker New Client Allocate Broker Accept Client Allocate Worker Research Allocate Broker Planning Review

13. © 2008 Plan My Care Limited 13 Case Study: Allocate a broker New Client Allocate Broker Accept Client Allocate Worker Research Allocate Broker Planning Review

14. © 2008 Plan My Care Limited 14 Case Study: Planning Broker worker meets with Mr Smith and they prepare his plan: –Define Mr Smiths circle of support –Personalise Mr Smiths assessment outcomes –Define how Mr Smith will achieve his desired outcomes –Record the initial review of Mr Smiths progress Demo Research Allocate Broker Planning Review

15. © 2008 Plan My Care Limited 15 Case Study: Planning Validate the plan –Personal outcomes exist for assessment outcomes –Actions exist for personal outcomes –An initial review has been recorded Research Allocate Broker Planning Review

16. © 2008 Plan My Care Limited 16 Case Study: Planning Activating a plan –Panel review Make a decision –Plan rejection Re-planning –Plan approval Inform brokerage –Plan Activation Client contribution Research Allocate Broker Planning Review

17. © 2008 Plan My Care Limited 17 Case Study: Reviewing progress Once the plan is active, regular review of the clients progress: Research Allocate Broker Planning Review

18. © 2008 Plan My Care Limited 18 Benefits – project approach Made us think about the process in detail Interesting and exciting to see the product develop based upon our input Identified gaps in the SDS process Had the opportunity to really shape the product from the start Can tweak and change along the way so it really did fit the requirements Engaged lots of different people throughout the project Brought to life the process – could see it in the application Helped identify and resolve a number of issues not necessarily related to the solution

19. © 2008 Plan My Care Limited 19 Benefits – the solution Provides a standard approach for support planning for everyone Brokers and care managers all have the same view of the individual Ensures that plans are validated – there are outcomes and actions for every assessed need Allows more support plans to be agreed first time – all the information is there Allows collaborative support planning e.g. children contributing to parents support plan Engages the community allowing people to share ideas and help each other Makes the process more efficient by removing the paper and email trail

20. © 2008 Plan My Care Limited 20 Future development PayPal budget management and payment –Integrated payments within the support plan –Market shaping information for the local authority –Safeguarding and audit by exception Creating requests for services from support plans –Providers subscribe to requests based upon category –Collaborative purchasing Online self-assessment –Assessed need and outcomes feed directly into support plan –Intelligent triaging based upon assessment Ownership models –Content management and moderation by user led organisation

21. © 2008 Plan My Care Limited 21 POSITIVE standards POSITIVE (Personalisation Open Standards Initiative) –Not for profit forum to promote inter-operability to support personalisation across health and social care IT systems –Working with DoH Strategic Improving Information Programme (SIIP) The objectives of POSITIVE are: –Develop and agree open interface protocols –Develop and agree specific standards for key message types: Assessments, Support plans, RAS etc Open standards are essential –Only way to put the individual in control –Delivers significant cost savings

22. © 2008 Plan My Care Limited 22 Summary October 2010 – PPF milestones –All new service users and reviews are offered a personal budget –Arrangements are in place for universal access to information and advice –Providers and third sector organisations are clear on how they can respond to the needs of people using personal budgets. An increase in the range of service choice is evident We have a solution and expertise that can help you achieve these milestones and deliver efficiencies –Implementation of the community site and support planning solution –Business process change and implementation –Project and programme management Contact Us –chris.gee@planmycare.comPlan My Care: –john.wright@planmycare.com 020 7692 7328