1. What we are learning about support planning in health, including mental health Jo Harvey – Helen Sanderson Associates Bob Marshall – Lincolnshire Partnership NHS Foundation Trust

2. What have we tried? In Health….. Developing 7 criteria for Person Health Plans – keeping it close to the 7 criteria in social care Co –producing planning materials with people who use services and health practitioners. We co-produced criteria for planning, a planning workbook, graphic template, guidance on spending the money. Linking it to personalised care planning for people with a long term condition that may not have a personal health budget. Training in planning 1 and 2 day workshops Working with the Department of Health on developing principles for personalised care planning for those with a long term condition, end of life planning and guidance on spending the money.

3. What have we tried? In Mental Health…… Working with others to explore support planning and brokerage Training IBNL (network of providers) Generic versus MH RAS Fitting SDS in with Integrated Care Pathways Working with CPA, crisis and contingency planning, Supporting People, and other 'plans'. Helping people to use PBs/DPs to fund groups and activities

4. Learning, Using and Recording Communication Learning Log The 4 Questions Working/Not Working What have we learnt? In Health…… Its different to planning in social care Plans need to be co developed between patients and health care practitioners because who holds the knowledge The culture shift required may be greater than in social care, particularly the power shift Have real time to plan is an issue

5. What have we learnt? In Mental Health…… Need to see beyond service areas i.e. people Training/awareness raising for all not just staff and providers There's too much paperwork Not just an add-on to what we've always done Helping people to use PBs/DPs to fund groups and activities can be difficult

6. What are we pleased about? In Health…… We have kept close to the 7 essential criteria therefore meaning people with dual funding should only need 1 plan. We believe that the tools from support planning and person centred thinking work well in health. The opportunity to support people to take more control of their health. The opportunity to pilot planning in different areas i.e. people with a long term condition, end of life planning.

7. What are we pleased about? In Mental Health…… Integrated working Much more flexibility in plans Acceptance of what works for others i.e. PCA Workforce planning - new roles Champions Move towards outcome based support planning for social care Greater understanding of social care and inclusion issues Cultural change Improved working relationships with other agencies

8. What we are concerned about? In Health…… Will people have the opportunity to be creative with their personal health budgets? Will people have a proper amount of time to develop their plan? Will the health care workforce be able to make the required culturally shift?

9. What we are concerned about? In Mental Health…… Processes Attitudes Protection of budgets Aversion to risk Ownership of outcomes Service led planning (Impersonal) The role of 'Safeguarding' View that there is nothing to spend the money on How does it link with CPA What constitutes social care and who provides it. Costing direct provision

10. What do we do next? In Health…… Try things out! Capture the early stories and let everybody know Be as creative as possible as in spending personal health budgets Work with people to take control of their planning

11. What do we do next? In Mental Health…… Myth busting Work with groups and communities to create a better informed populace Need for leadership not management Use plain language Focus on talents/strengths Common Assessment Framework for Adults

12. Thank you for listening You can contact us on…… jo@helensandersonassociates.co.uk Bob.Marshall@LPFT.nhs.uk