The POET Surveys
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The POET Surveys The POET (Personalisation Outcome Evaluation Tool) surveys for personal budget holders and for carers of personal budget holders in social care have been developed over several years as a way for personal budget holders and carers to report their experiences of personal budgets.

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The POET Surveys

The POET (Personalisation Outcome Evaluation Tool) surveys for personal budget holders and for carers of personal budget holders in social care have been developed over several years as a way for personal budget holders and carers to report their experiences of personal budgets.

The latest versions of the POET surveys for social care were adapted for this project to try and suit the circumstances of people using personal health budgets and their carers.


Away from time task cost measure defined and reported to the centre.

Towards capturing understanding and sharing experiences of people locally.


The POET contains questions, about: centre.

  • Equalities monitoring questions (gender, age, disability, ethnicity, religion, sexual orientation).

  • Support planning (Who helped people plan, were views taken into account).

  • How supportive the council is throughout the personal budget process.

  • The personal budget (which council provides it, how long the person has held the budget, previous social services support, how the budget is managed, the amount of the budget).

  • Whether the personal budget has made a difference (either positive or negative) across 14 aspects of the person’s life.

  • People’s goals and whether they are reaching them.

  • Space for people to write in their opinions on personal budgets and the survey questionnaire.


  • Second national POET survey:

    • 2,022 personal budget holders (including 20 councils with more than 50 respondents) 191 (9%)

    • 1,386 carers (including 15 councils with more than 50 respondents)


Who took part in the Health POET Surveys centre.

In total, 195 personal health budget holders and 117 carers across 12 sites completed the POET survey and gave their agreement for the information to be used.

  • Personal health budget holders reported a wide range of primary long-term conditions for which they held their budget, most commonly:

  • COPD/emphysema (14.5%),

  • MS/MND (12.8%),

  • Mental health condition (12.3%),

  • Learning disabilities (7.8%),

  • Stroke (5.6%)

  • Tetraplegic conditions (5.6%).


  • Know amount of PB centre.

  • The amount of money

  • Got help to plan PB

  • Views included in plan

  • How the money was held (Budget type)

  • Get information and advice

  • Assess your needs

  • Know how you could and could not spend PB

  • Be in control of how PB is spent

  • Plan & manage support

  • Get support I want

  • Change my support

  • Choose services

  • Complain make your views known


  • Mental wellbeing centre.

  • Physical health

  • Independence

  • Getting and keeping a paid job

  • Volunteering taking part in community

  • Choosing where to live and who to live with

  • Control over life

  • Feeling safe

  • Relationships with friends

  • Relationships with family

  • Control over support

  • Getting support you need

  • Being supported with dignity

  • Relationships with paid supporters


For the free text responses, we used themes that had emerged from the first National personal budget survey. The list of themes was updated to reflect free text comments included in this years survey.

Each quote was then examined and assigned to one or more themes depending on what the person had written – for most comments a judgement was also made on whether the comment was mainly positive, or neutral in relation to the theme.


  • How people held the money from the first National personal budget survey. The list of themes was updated to reflect free text comments included in this years survey.

  • People most commonly managed their personal health budget through direct payments paid to them (30.8%),

  • Followed by direct payments looked after by a broker (29.7%).

  • Council or NHS-managed personal health budgets (13.3%).

  • Service provider-managed personal health budgets (12.3%).

  • Direct payments looked by a family member or friend (11.3%).

  • Some people did not know how their personal health budget was managed (5.6%).

There were no gender or age differences in usage of any type of personal health budget, or any differences according to people’s self-reported health


Do people know how much is in their personal health Budget? from the first National personal budget survey. The list of themes was updated to reflect free text comments included in this years survey.

A substantial majority of personal health budget holders (80.0%) reported having been told their weekly support costs.


Social care Budgets for people with mental health needs from the first National personal budget survey. The list of themes was updated to reflect free text comments included in this years survey.


Views included in plannin from the first National personal budget survey. The list of themes was updated to reflect free text comments included in this years survey. g


How easy was the process from the first National personal budget survey. The list of themes was updated to reflect free text comments included in this years survey.


Outcomes for people from the first National personal budget survey. The list of themes was updated to reflect free text comments included in this years survey.


  • Relationship between process and outcomes from the first National personal budget survey. The list of themes was updated to reflect free text comments included in this years survey.

  • Factors robustly associated with positive outcomes for personal health budget holders included:

  • Holding the personal health budget in the form of a direct payment paid to family/friends

  • knowing the amount of the personal health budget

  • Having help to plan from family/friends

  • Feeling that their views were fully included in their support plan

  • Making most aspects of the personal health budget process easier.


Factors associated with positive outcomes for people holding personal budgets

Were your views included in the support planning ?





Have you achieved your goal yet ? Impact on Life (national)


Things staff Commented on about Impact on Life (national)


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