Example 2 Sample Format Aligned to Person-Centered Thinking Components
Name: _____________________________________________________________________ Date: __________________
Facilitator/Advisor:
Team Members
Relationship to Me
Contact Information
Signature
Life Domain or Goal:
Experiences and Skills I already Have:
What I want to do? What I want to achieve? What I want to learn? What I want to experience?
If my team decides I need more experiences or skills in this life domain, list new skills or experiences:
New Skills
Experiences
Where Will
This Happen
When Will
This Happen
How Will I
Get There
Community
Resources
Who will
Support Me
Myself
Family/Friend
Other Person
Paid Staff
Cost
If I am ready to work on my goal, list the action steps:
Action Steps
Where Will
This Happen
When Will
This Happen
How Will I
Get There
Community
Resources
Who will
Support Me
Myself
Family/Friend
Other Person
Paid Staff
Cost
If there are risks involved in this goal, describe them:
What strategies and supports will keep me safe:
What Measurement Strategy will be used?
How will this be done? Who will do this?
How will I review my own progress and the changes in my life?
When will my team meet to review my plan?
Review of My Plan
Yes No
Declined
1. Does this ISP reflect the services I choose and the outcomes/goals I want? [ ] [ ] [ ]
2. Have I been provided information about the planning process and how to request changes and [ ] [ ] [ ]
updates to my ISP?
3. Did I choose the location of my ISP meeting? [ ] [ ] [ ]
4. Did I choose who came to my ISP meeting? [ ] [ ] [ ]
5. Did the case management agency review the services that are available to me? [ ] [ ] [ ]
6. Was I informed of my rights? [ ] [ ]
Yes No
N/A
7. Does this ISP reflect what is needed for my family to effectively provide supports? [ ] [ ] [ ]
If No to any of the above, please explain:
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
ISP Team Does this ISP reflect person centered planning in the areas of:
Yes No
Independence: Having control and choice over one’s own life. [ ] [ ]
Integration: Living near and using the same community resources and participating in the same [ ] [ ]
activities as, and together with, people without disabilities.
Productivity: Engaging in contributions to a household or community; or engaging in income‐producing [ ] [ ]
work that is measured through improvements in income level, employment status or job advancement.
Describe the reason for any question above remaining “no” and the plan to address it:
Agreement to this Plan
These people agree to this plan and associated documents as reflecting my strengths and preferences, support needs as identified by an
assessment and the services and supports that will assist me to achieve identified desired outcomes.
Participant: I agree with this plan and intend to participate in steps outlined to work toward my goals.
Support Coordinator/Case Manager: Ensure the plan meets the person’s current service needs and complies with
requirements for person
centered planning and associated funding.
Providers: Agree to implement and provide the supports that have been designated as their responsibility in this ISP.
Name
Relationship to me
Present at
meeting?
Signature
Date
Comments
[ ] Yes [ ] No
[ ] Yes [ ] No
[ ] Yes [ ] No
[ ] Yes [ ] No
[ ] Yes [ ] No
[ ] Yes [ ] No
[ ] Yes [ ] No
[ ] Yes [ ] No
[ ] Yes [ ] No
[ ] Yes [ ] No
[ ] Yes [ ] No
Behavior Plan: Yes No If yes, please attach
Nursing Care Plan: Yes No If yes, please attach
Income Disregard Form: Yes No If yes, please attach
Name: Updated 9-2019
BHDDH DIVISION OF DEVELOPMENTAL DISABILITIES
ISP ATTACHMENT FORM FOR BENEFITS PLANNING AND EMPLOYMENT
What information on Social Security Work Incentives, have you received? This includes information a family
member or rep payee received on your behalf. Check all that apply.
I received (check all that apply):
SSA Working While Disabled Pamphlet
Myths & Facts: Social Security Benefits & Work
Sherlock Plan information
I attended (check all that apply):
A group work incentive information session
An individual counseling session for a benefits plan
I have secured employment and have a benefits plan written by a Certified Work Incentives Counselor
(CWIC)?
If YES, date of plan: __________________ If NO, I have declined a benefits plan _____________
Working age adults (age 18+) must choose one of the following statements:
I am employed and choose to: Check all that apply.
Retain current integrated job.
Advance in current integrated job (more hours, raise, new skills, promotion, etc.)
Get a new integrated job.
Get an additional integrated job.
Maintain a job in a non-integrated employment setting.
Complete separate Request for Variance for Segregated Employment and submit
separately.
I am Retired I am at least 62 or will be this ISP year.
Employment goals are not required, but plan must address retirement activities.
I am currently not working in integrated employment, but I’m interested and choose to: Check all
that apply.
I want to obtain integrated employment.
Explore interests in integrated employment or in community settings through an
Employment Path, Discovery, or other time‐limited service.
I’m enrolled in Post-Secondary Education or a Vocational Training Program.
Not pursue integrated employment at this time due to need to stabilize health (including
behavioral health).
Other: please explain___________________________________________________
I am not interested in employment
Complete Request for Variance for Day Only Services and submit separately.
Status with Office of Rehabilitation Services (ORS)
I want ORS services
Application Date:_________
I am currently receiving ORS Services
I went to ORS in the past, now closed
Other/Not Applicable, please explain: