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Organization-wide PBS Planning Processes. Module 9, Field-based Activity Power Point Presentation. Step 1: Build a Planning Team. CONTINUUM OF INSTRUCTIONAL & POSITIVE BEHAVIOR SUPPORT. Tertiary Prevention: Specialized Individualized

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Organization wide pbs planning processes

Organization-wide PBS Planning Processes

Module 9, Field-based Activity

Power Point Presentation





Tertiary Prevention:



Systems for Children/Adults with High-Risk Behavior



Secondary Prevention:

Specialized Group

Systems for Children/Adults with At-Risk Behavior

Primary Prevention:


Wide Systems for

All Children/Adults,

Staff, & Settings

~80% of Children/Adults

Supporting Social Competence

& Quality of Life






Staff Behavior






Working smarter not more
Working Smarter, Not More

  • Do less, better

    • Consolidate/integrate

  • Think small

    • Small # data-based priorities

  • Know where you want to go

    • Measurable/observable

Staff development
Staff Development

  • One shot workshops are ineffective

  • Longitudinal staff development efforts result in the greatest change

  • Develop multiple strategies for training

  • Use online resources to supplement training

  • Promote ongoing learning

  • Take advantage of staff development strengths

Working at your own pace
Working at your Own Pace

  • Where would you like to be in five years?

  • What types of activities can you do this year?

  • Pick something that has the biggest impact for your organization

Change is a team process
Change is a Team Process

  • All staff members are leaders

  • Our direct staff, trainers, etc. are the ones that make change happen

  • Everyone has to be involved in planning

  • Collaboration is the key to successful change

  • Communication strategies must be effective

Creating a planning team
Creating a Planning Team

  • Planning teams should not be too large

  • 3-7 participants

  • Create links to other related meetings within the organization

  • the team should represent the entire organization

  • Make sure all staff have a voice

Participation from management administration
Participation from Management/Administration


  • Play an active role in the PBS change process

  • Attend team meetings

  • Actively communicate commitment to support PBS to staff and other personnel

  • Reinforce staff and build a climate that supports change

Building behavioral expertise
Building Behavioral Expertise

  • Identify individuals within the organizations who will receive training in behavior support

  • Ensure team has a person with behavioral expertise attending meetings

  • Consider the KIPBS Facilitator role and decide whether others should be trained

    • As a KIPBS Facilitator

    • Receive mentoring by a KIPBS Facilitator

    • Create a cadre of trainers

Assessing interest commitment
Assessing Interest & Commitment

  • 80% staff support for organization-wide PBS process

  • 3 year action plan, progress occurs over time

  • PBS policies and procedures are reviewed and edited

  • All staff agree to participate in implementation

    • Identifying key social skills

    • Work with families/staff to build social skills into everyday events

    • Review progress in meetings

    • Reinforce and recognize positive social behavior


  • Present key features of organization-wide PBS to team and ask for vote

    • Ask an agency implementing organization-wide PBS to present

    • End presentation by passing out small piece of paper for voting

Planning team processes related to building awareness
Planning Team Processes Related to Building Awareness Planning Checklist

  • Identify individuals who understand have time to assist in building an action plan

  • Consider representation of major stakeholders within the organization

  • Are there individuals who can make decisions related to resource allocation that would be willing to attend?

  • What types of strategies can you use to learn more about staff experience (surveys, interviews, etc.)?

Step 2 team self assessment

Step 2: Team Self Assessment Planning Checklist

Gather information to share with all staff and stakeholders

Assessing awareness of pbs
Assessing Awareness of PBS Planning Checklist

  • How many people within the organization know about positive behavior support?

  • How many people are familiar with person-centered planning/wraparound?

  • Are there ways in which to gather information about experience in PBS planning

Effective planning teams roles and responsibilities
Effective Planning Teams: Roles and Responsibilities Planning Checklist

  • PBS Facilitator-facilitates meetings, reviews past meeting minutes, keeps focus of group on agenda

  • Record Keeper- writes down the actions and activities

  • Timekeeper- before meeting gets consensus on time to be spent on each topic, monitors time for each topic, and gives warnings when time is running out (i.e., “we have 5 minutes left”)

  • Data Entry Person- trained to enter and access office referral data and brings the data to the meetings

  • Behavioral Expertise-a person who has received training in individual positive behavior support

  • Coordinator-Lead person who coordinates organization-wide planning efforts

Discussion planning team preparation
Discussion: Planning Team Preparation Planning Checklist

  • Who are you including on your planning team?

  • What are the strengths each person brings to the team?

  • What issues do you anticipate related to setting up effective meetings?

  • Who would benefit from the Introduction to PBS presentation you created in your previous class?

First step in self assessment
First Step in Self Assessment Planning Checklist

  • Define the area you will focus on in your organization

    • Family support in the community

    • Vocational settings for adults

    • Residential support systems

  • Think about what areas need the most support

    • Young adults moving into adulthood

    • Family requests for PBS services in the home

Working Smarter Planning Checklist

Working smarter
WORKING SMARTER Planning Checklist

Consider what elements are already in place
Consider What Elements are Already in Place Organization

Primary Prevention

  • Systematically teaching staff to concentrate on key social and communication skills

  • Providing examples of situations and settings that staff members should prompt skills

  • Verbal and other reinforcers whenever positive skills are observed

  • Measures obtained on engagement, use of communication, etc.

Consider what elements are already in place1
Consider What Elements are Already in Place Organization

Secondary Prevention

  • Identifying children/adults early who are engaging in minor problem behavior and intervening early

  • Providing additional social and communication interventions to targeted groups of individuals

  • Strategies for monitoring possible events that set the stage for problem behaviors

Consider what elements are already in place2
Consider What Elements are Already in Place Organization

Tertiary Prevention

  • KIPBS Facilitators provide intensive PBS planning

  • Team monitors all plans and uses evaluation data for ongoing staff development

  • Individual plans are scored for fidelity and level of impact

    • Plans contain information for evaluation

    • Changes in problem behavior

    • Changes in social skills

    • Changes in quality of life

Family support systems
Family Support Systems Organization

Some Thoughts on How to Adapt Organization-wide Change Concepts:

  • Teach staff to assist families in identifying 3-5 positive social skills and expectations for all of their children at home

  • Create strategies for reinforcing positive social skills

  • Teach how to respond consistently to problem behavior

  • Consider how to collect data from families that evaluates major incidents

    • Data similar to incident reports in residential settings

    • Allows for simple check the box behaviors (not for high frequency problem behaviors)

Self assessment tools

Self Assessment Tools Organization

PBS Kansas Organization-wide Planning Checklist

Agency-wide Benchmarks

KIPBS Self Assessment

Technology Readiness

Incident Reports/Child Data

Activity discuss staff meeting processes
Activity Discuss Staff Meeting Processes Organization

Discuss the answers to these questions with your team:

  • Are meetings effective?

  • Can teams problem-solve well?

  • Are individual PBS plans developed with the direct involvement of all staff?

  • Is there a sense of staff ownership in meetings?

  • Are there opportunities for staff to receive feedback on PBS implementation?

  • Are teams using data to make decisions?

  • What types of data are collected?

What staff development systems are available now that address pbs
What Staff Development Systems Are Available Now that Address PBS?

  • Are materials available to introduce PBS to others?

    (Awareness Level )

    • Families

    • team members

    • policy makers…directors

  • What strategies are available for all staff ?

    (Primary Prevention)

    • Inservice

    • Preservice

  • How many professionals have expertise in PBS?

    • Do you need to mentor other staff

    • Does every team have access to PBS plan facilitation?

  • Are there training materials that behavior support professionals can use to teach teams about PBS?

Staff development assessment tool

Staff Development Assessment Tool Address PBS?

Review the Staff Development Tool

Discussion staff development assessment
Discussion: Staff Development Assessment Address PBS?

  • List the types of training your agency has on the staff development assessment form

  • What are your organization’s strengths?

  • What areas could your organization improve?

Would your organization be interested in including online instruction in staff development planning

Would Your Organization Be Interested in Including Online Instruction in Staff Development Planning?

Using online instruction
Using Online Instruction Instruction in Staff Development Planning?

  • Online instruction can be learner guided

  • Staff members can access materials at any time convenient to them

  • Materials can printed if internet access is unavailable

  • Free time for trainers to provide more onsite technical assistance

Kipbs resources
KIPBS Resources Instruction in Staff Development Planning?

  • KIPBS Online Modules

  • Materials introducing PBS and person-centered planning

  • Toolbox & other resources

  • Links to PBS, person-centered planning, and medical resources

  • Newsletter about current issues in PBS, person-centered planning & related issues

Assess technology strengths resources
Assess Technology Instruction in Staff Development Planning?Strengths & Resources

  • How many people can access the internet?

    • Managers can access

    • Staff members can access individually

    • Main office resources

  • Do materials need to be printed out and disseminated?

  • Which individuals in the agency have strong computer skills?

    • Can they show others how to access materials?

    • Can they teach a targeted number of staff to use the internet?

Technology assessment tool

Technology Assessment Tool Instruction in Staff Development Planning?

Identify children or adults with intensive pbs plans
Identify Children or Adults with Instruction in Staff Development Planning?Intensive PBS Plans

  • Identify individual PBS plans that require more intensive training

  • Assess how staff receive training and support

  • Make a list of interventions that are more complicated and need hands-on training

  • Identify what data are being collected to evaluate the success of the PBS plans

Assess current staff trainer skills
Assess Current Staff & Trainer Skills Instruction in Staff Development Planning?

Assess Staff Skills & Training Methods:

  • Evaluate skill level of staff members in PBS

  • Assess group for potential lead trainers

  • Are hands-on training and mentoring strategies in place?

    • Trainer of trainers

    • Coaching and mentoring

    • Group problem solving

Responding to problem behavior
Responding to Problem Behavior Instruction in Staff Development Planning?

  • Does your organization have a clear plan for referring individuals to a behavior support team or specialist?

  • What types of policies and procedures are in place that address teaching PBS concepts proactively?

  • How are incidents recorded? Can you graph

    • Average number of Incidents per day per month?

    • By problem behavior

    • By location

    • By time

    • By child/adult

Teaching consistency
Teaching Consistency Instruction in Staff Development Planning?

  • What incidents require documentation

  • Incident report form that guides data analysis

  • Clear understanding of behavioral definitions

    • Staff are involved in defining behaviors

    • Examples and nonexamples of aggression, self injury, property destruction

Crisis planning and evaluation
Crisis Planning and Evaluation Instruction in Staff Development Planning?

  • Do staff know what to do when there is a crisis?

  • Are there opportunities for staff to practice skills?

  • Are data gathered in way in which the team can evaluate what additional trainings and information are needed?

Activity pbs kansas self assessment interview
Activity: PBS Kansas Self Assessment Interview Instruction in Staff Development Planning?

  • Read pages 1 and 2 (Up to the Crisis Plan Section)

  • Discuss how you think your team would respond to the questions on the interview form

Data based decision making

Data-based Decision Making Planning Checklist

First Example: School-wide Information System

Average incidents per day per month majors only 2005 2006
Average Incidents Per Day Per Month (Majors Only) 2005-2006 Planning Checklist

Total Office Discipline Referrals 629

Major referrals by location
Major Referrals By Location Planning Checklist

Major referrals by time
Major Referrals By Time Planning Checklist

Major referrals by student
Major Referrals By Student Planning Checklist

Kansas middle school triangle
Kansas Middle School Triangle Planning Checklist

Ks middle school example number of referrals per student 2006 2007 year 1
KS Middle School Example: Number of Referrals Per Student Planning Checklist2006-2007 – Year 1

All Students

Data based decision making families
Data-based Decision Making: Families Planning Checklist

  • Review the Individualized Family Service Plan across all cases related to the organization

  • Identify important “indicators” or themes across the plans

  • Summarize strengths related to how children and families are being served

  • Write down three areas where services could be improved

Assess areas to focus action planning
Assess Areas to Focus Action Planning Planning Checklist

  • Do families need access to certain types of training?

  • What types of strategies could be used to teach team members how to better prevent problem behaviors

  • Are there patterns across plans that are similar (types of problem behavior, function of problem behaviors, etc.)

Discussion Planning Checklist

  • How would your organization be able to collect data for related to self assessment

    • Overall patterns related to behavior?

    • How many PBS plans are facilitated with the organization?

    • How effective are the plans?

    • Are there pre-test/post test opportunities during inservice trainings?

  • Make a list of possible data collection opportunities to bring to your team to discuss

Step 3 annual planning action planning

Step 3: Annual Planning & Action Planning Planning Checklist

Annual plan examples

Gather information for team decisions
Gather Information for Team Decisions Planning Checklist

  • Identify important social and communication skills to be taught

    • As a team in organizations supporting groups

    • With individual families during workshops or during individual visits

  • Decide how to create or improve on reinforcement systems for specific types of social skills identified

  • Meet to define problem behaviors and continue to improve consistency of responses to problem behaviors

When can we find time to share information with staff
When Can We Find Time to Share Information with Staff? Planning Checklist

  • Faculty meetings

  • Inservice training days

  • Workshops

  • Surveys

  • Small work groups

Teaching matrix activity
Teaching Matrix Activity Planning Checklist






Respect Others

Use inside voice

Eat your own food

Stay in your seat

Stay to right

Arrive on time to speaker

Respect Environment & Property

Recycle paper

Return trays

Keep feet on floor

Put trash in cans

Take litter with you

Respect Yourself

Do your best

Wash your hands

Be at stop on time

Use your words

Listen to speaker

Respect Learning

Have materials ready

Eat balanced diet

Go directly from bus to class

Go directly to class

Discuss topic in class w/ others

Teaching guidelines
Teaching Guidelines Planning Checklist

  • Show, tell, describe

  • Practice frequently

  • Monitor/supervise use

  • Acknowledge/recognize

Activity pbs kansas organization wide interview
Activity: PBS Kansas Organization-wide Interview Planning Checklist

  • Read pages 2 and 3

  • Discuss how you think your team will respond to these questions

Adult learning and pbs
Adult Learning and PBS Planning Checklist

  • Staff directly involved in creating PBS plans will understand information better and be more motivated to learn

  • Applied Examples within training will assist in understanding content

  • Ongoing opportunities to understand materials

Strategies to include in inservice and preservice training
Strategies to Include in Inservice and Preservice Training Planning Checklist

  • KIPBS Facilitators can mentor new staff

    • pair up in PBS plan facilitation

    • Review online modules before each meeting

    • Purpose: build larger group of people knowledgeable about PBS

    • Assess whether staff are a good fit for KIPBS

  • New staff portfolios

    • Process is guided by staff who checks in with a mentor

    • Portfolios involve seeking out information and discussing it with mentor

    • Visit kipbs online library and describe 3 things learned

Create an action plan
Create an Action Plan Planning Checklist

  • Use self assessment to create long term plan

  • Include the types of training that your organization needs to work on (awareness, universal, etc.)

  • Create a timeline that will work

  • Meet regularly to review data and monitor progress

  • Create a system to keep track of training efforts

  • Create incentives for staff

    • Staff development points that can be used when considering promotion/raise

    • Recognition and leadership roles

Creating a long term plan

Creating a Long-term Plan Planning Checklist

Review the organization-wide 3-Year action planning example

Create mechanisms for monitoring training efforts
Create Mechanisms for Monitoring Planning ChecklistTraining Efforts

  • Use data in meetings on a regular basis

  • Keep a training schedule

  • Streamline data collection (maximize the data already collected)

Possible outcome measures
Possible Outcome Measures Planning Checklist

  • Individual PBS data

  • Incident Reports

  • Staff implementation strategies

  • Staff turnover rates

  • Staff sick days

  • Injury documentation

  • Individual, staff, family interviews

  • Staff stress questionnaires

Discussion what information could you use to evaluate your action plan

Discussion: What Information Could You Use to Evaluate your Action Plan?

Review Agency-wide Benchmarks


Timelines for organization wide planning
Timelines for Organization-wide Planning Planning Checklist

  • Complete the self assessment before the 6-Month Celebration

  • Submit the Annual Plan or Marketing Plan for your organization at the 6-Month Celebration

  • Complete the 3-Year Action Plan by the end of the KIPBS Training Year