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Sample Person-Centered Planning Formats

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There are literally hundreds of formats for writing person-centered plans - below are just a few.
The forms in every example can be used both for the required employment goal and other goals. Whatever format is used, there are two important criteria: Example 1 - No Paper
After team discussion, the focus person records his/her version of each goal or life domain. He/she also tapes (video or audio) what the actions are that will happen to achieve each goal. Other team members add their comments and needed detail on the tape. Quarterly reviews are done in the same way.

Example 2 - Draft format aligned to components in the process 14 kb (WORD)
This format prompts the person and the team to address the core components in the Person-Thinking Process. The same process is used for every goal or life domain.

Example 3 - Saying it All Person-Centered Planning Format
The Saying it All website ( is a web resource for persons with disabilities in North East Lincolnshire, England. The website has several person-centered planning tools including a pre-meeting booklet, a template for a person-centered plan, a personal profile workbook, several sample plans, and other resources.

Example 4 - Pre-Planning and Plan Summary Formats 27 kb (WORD)
This format was designed by two special education teachers (Kerry Walker and Alicia Matthews). Its original purpose was to be used with adolescents in transition, but it can easily be adapted for use by adults. This format uses daily schedule as the basis for planning.

Example 5 - ISP format from Missouri (PDF)
Missouri has done extensive work in person-centered planning. A one-page goal planning work sheet is included at the end of this Guide.

Example 6 - Career Development Plan Implementation 1.5 MB (PDF)
This example was developed by the director of an adult agency (Mike Wilson). Using a color-coded process and format, it demonstrates the detail needed to implement an employment goal.

Example 7 - Employment Related Forms from "Putting Faith to Work"
Putting Faith to Work was a project funded by the Kessler Foundation. It provides a simple form for planning for employment and for planning the supports needed.

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