Implementation This operational policy will be implemented in Local Coordination areas. Other than the initial plan, a new plan can be created only following the review of the existing plan. A plan review is triggered by one of the following: In accordance with the review date as indicated in the individual’s plan being: no longer than 12 months from the plan’s endorsement date. a period less than 12 months from the plan’s endorsement date nominated at that time, as coinciding with anticipated life event points or a set of identified circumstances. As requested by the person or their representative or initiated by the Local Coordinator in response to: change of goals which necessitate a change of plan strategies change of life situation change in funding request change of disability service provider which results in a change of goals, change of strategies or change of funding as a result of plan monitoring activities the funding being used for a completely different purpose or goal than for which it was originally allocated change in status related to eligibility requirements. Areas for plan review The plan review seeks to determine how well plan strategies have assisted the person to achieve their goals and their satisfaction with these supports. The individual, with the Local Coordinator and relevant others will consider the plan in relation to achievement of goals by identifying: what he or she has achieved what has worked well and what can be built on for the future what has not worked, why and what has been learned as a result what should be changed for the future. This will inform the development of the new plan. Plan changes In some circumstances the plan may need changing to address: an unexpected short-term change of need a change in service provider (without change in funding or goals).
Implementation This operational policy will be implemented in Local Coordination areas. Other than the initial plan, a new plan can be created only following the review of the existing plan. A plan review is triggered by one of the following: In accordance with the review date as indicated in the individual’s plan being: no longer than 12 months from the plan’s endorsement date. a period less than 12 months from the plan’s endorsement date nominated at that time, as coinciding with anticipated life event points or a set of identified circumstances. As requested by the person or their representative or initiated by the Local Coordinator in response to: change of goals which necessitate a change of plan strategies change of life situation change in funding request change of disability service provider which results in a change of goals, change of strategies or change of funding as a result of plan monitoring activities the funding being used for a completely different purpose or goal than for which it was originally allocated change in status related to eligibility requirements. Areas for plan review The plan review seeks to determine how well plan strategies have assisted the person to achieve their goals and their satisfaction with these supports. The individual, with the Local Coordinator and relevant others will consider the plan in relation to achievement of goals by identifying: what he or she has achieved what has worked well and what can be built on for the future what has not worked, why and what has been learned as a result what should be changed for the future. This will inform the development of the new plan. Plan changes In some circumstances the plan may need changing to address: an unexpected short-term change of need a change in service provider (without change in funding or goals).