Review is a critical opportunity to reflect and make further changes and decisions. Personalised care and support planning is not a one-off event but a continuous process of discussion and review reflecting the ongoing changes and priorities in a person's life.

It is also important to decide on the type of review that is needed at the discussion stage. Continuity with the practitioner that the person trusts and has chosen is good, although the small interim steps towards new activities do not necessarily have to be with that person.

Review might include self-review, with family and friends, or telephone review and should be proportionate, reflecting the person's needs and circumstances. They can also be built into support programmes such as peer to peer or community activities, rehab, 'staying steady', weight management groups or other elements of a local 'More than medicine' programme.

Consideration must also be given as to whether to involve an independent advocate. The Care Act states that reviews can be planned (i.e. as agreed in the conversation), unplanned (i.e. triggered by a crises or sudden change in circumstance) or requested (i.e. called for by the individual or their carer or family member where deemed necessary).

A more formal review with the care and support planning practitioner will focus on outcomes:

  • What is working and not working from different perspectives (person, practitioner)
  • What have you tried and learned? Pleased and concerned about? Do next?
  • If applicable, is the personal budget working well to enable the person to meet the outcomes in their plan?
  • Whether the person's needs or other important circumstances in their life have changed
  • Where do you now want to be in a year - the future
  • What are your priorities for change
  • Ideas / options Outcomes and actions