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South East Personalisation IT Workshop 11 th June 2010

South East Personalisation IT Workshop 11 th June 2010. Working in partnership with Improvement and Efficiency South East. Agenda. Setting the scene Project approach Case study and demonstration Project benefits Future development Open standards Summary. Setting the scene.

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South East Personalisation IT Workshop 11 th June 2010

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

  2. Agenda • Setting the scene • Project approach • Case study and demonstration • Project benefits • Future development • Open standards • Summary

  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. Understanding context What problems are we trying to solve? Scope and objectives Requirements workshops Prioritising requirements Project governance Project planning Project approach Jan Feb July Sept Dec Phase 2 Roll out to brokers Phase 3 Roll out to individuals Phase 1 Development Start Up Support planning tools to manage the “golden thread” Community site to provide information, advice and guidance

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

  6. 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 Project approach Jan Feb July Sept Dec Phase 3 Roll out to individuals Phase 2 Roll out to brokers Phase 1 Development Start Up Phase 3 • Extend roll out to individuals • Develop model for self-direction and support

  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 Smith’s 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. Case Study: Research • Community web site: Research Allocate Broker  Planning  Review

  9. Case Study: Allocate a broker • New Client Allocate Broker  Accept Client  Allocate Worker Research  Allocate Broker  Planning  Review

  10. Case Study: Allocate a broker • New Client Allocate Broker  Accept Client  Allocate Worker Research  Allocate Broker  Planning  Review

  11. Case Study: Allocate a broker • New Client  Allocate Broker  Accept Client  Allocate Worker Research  Allocate Broker  Planning  Review

  12. Case Study: Allocate a broker • New Client  Allocate Broker  Accept Client  Allocate Worker Research  Allocate Broker  Planning  Review

  13. Case Study: Allocate a broker • New Client  Allocate Broker  Accept Client  Allocate Worker Research  Allocate Broker  Planning  Review

  14. Case Study: Planning • Broker worker meets with Mr Smith and they prepare his plan: • Define Mr Smith’s circle of support • Personalise Mr Smith’s assessment outcomes • Define how Mr Smith will achieve his desired outcomes • Record the initial review of Mr Smith’s progress • Demo Research  Allocate Broker  Planning  Review

  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. 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. Case Study: Reviewing progress • Once the plan is active, regular review of the client’s progress: Research  Allocate Broker  Planning  Review

  18. Benefits – project approach Interesting and exciting to see the product develop based upon our input Made us think about the process in detail 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 Brought to life the process – could see it in the application Identified gaps in the SDS process Engaged lots of different people throughout the project Helped identify and resolve a number of issues not necessarily related to the solution

  19. Benefits – the solution Brokers and care managers all have the same view of the individual Provides a standard approach for support planning for everyone 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 Makes the process more efficient by removing the paper and email trail Engages the community allowing people to share ideas and help each other

  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. 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. 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.com Plan My Care: • john.wright@planmycare.com 020 7692 7328

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