A. At the end of the quarterly meeting, the support coordinator facilitates discussion to answer the questions posed on the Quarterly Quality Review (Attachment 9.7.1). B. For quarters 1, 2, and 3, the review is focused on the quarter as it compares to the previous quarter in determining progress. C. For the last quarter, the review focuses on the entire year to determine progress since implementation of that annual plan. The third quarter meeting includes all Discovery activities necessary for annual planning meeting. D. The support coordinator keeps documentation of the Quarterly Quality Review and submits the final Quarterly Quality Review with the newly proposed plan for the participant as part of the annual process. 9.5 USING THE QUARTERLY REVIEW FOR ANNUAL PLANNING The appropriate quarterly review is to be used as the annual planning meeting. The support coordinator must provide a 30 day written notice (time, date, and location) to members of the support team prior to the annual planning meeting date. Two week prior follow-up phone notice must be sent according to Section 9.1.C. The support coordinator must send the participant the 90-L with accompanying instructions at least 90 days prior to the support plan expiration date. The SIS/LA PLUS assessment must not be completed more than 90 days prior to the expiration of the support plan if it is scheduled to be updated. If participant’s reassessment is not scheduled, then the most recent assessment is reviewed consistent with Sections 2.7 and 3.1 Other Discovery activities must also be completed with the participant. This includes updating the Personal Outcomes Assessment. Each participant’s quarterly may be used to update the Personal Outcomes information with formal updating of the worksheets and verification of accuracy of information occurring at the third quarterly. The support coordinator shares information with support team members one week prior to the planning meeting by email or fax by circulating to the support team a rough draft of the support plan document that includes key information from Discovery, the Personal Outcomes Assessment, and results of the SIS/ LA PLUS.
A. At the end of the quarterly meeting, the support coordinator facilitates discussion to answer the questions posed on the Quarterly Quality Review (Attachment 9.7.1). B. For quarters 1, 2, and 3, the review is focused on the quarter as it compares to the previous quarter in determining progress. C. For the last quarter, the review focuses on the entire year to determine progress since implementation of that annual plan. The third quarter meeting includes all Discovery activities necessary for annual planning meeting. D. The support coordinator keeps documentation of the Quarterly Quality Review and submits the final Quarterly Quality Review with the newly proposed plan for the participant as part of the annual process. 9.5 USING THE QUARTERLY REVIEW FOR ANNUAL PLANNING The appropriate quarterly review is to be used as the annual planning meeting. The support coordinator must provide a 30 day written notice (time, date, and location) to members of the support team prior to the annual planning meeting date. Two week prior follow-up phone notice must be sent according to Section 9.1.C. The support coordinator must send the participant the 90-L with accompanying instructions at least 90 days prior to the support plan expiration date. The SIS/LA PLUS assessment must not be completed more than 90 days prior to the expiration of the participant’s support plan if it is scheduled to be updated. If reassessment is not scheduled, then the most recent assessment is reviewed consistent with Sections 2.7 and 3.1 Other Discovery activities must also be completed with the participant. This includes updating the participant’s Personal Outcomes Assessment. Each quarterly may be used to update the Personal Outcomes information with formal updating of the worksheets and verification of accuracy of information occurring at the third quarterly. The support coordinator shares information with support team members one week prior to the planning meeting by email or fax by circulating to the support team a rough draft of the support plan document that includes key information from Discovery, the Personal Outcomes Assessment, and results of the SIS/ LA PLUS.