Draft Person-Directed Planning Guide for Ontario

1. Draft Person-Directed Planning Guide for Ontario Consultation Document September/October, 2012

2. Purpose The purpose of this presentation is: • To provide an overview of the draft Person-Directed Planning Guide (“Guide”); and • To obtain feedback and input to the Guide.

3. Background - Person-Directed Planning • The Services and Supports to Promote the Social Inclusion of Persons with Developmental Disabilities Act, 2008 (SIPDDA) formalizes the Ministry’s policy intent to recognize person-directed planning. • SIPDDA defines person-directed planning as “services and supports to assist persons with disabilities in identifying their life vision and goals and finding and using services and supports to meet identified goals with the help of their families or significant others of their choice”. • As part of the developmental services transformation, person-directed planning is a mechanism to facilitate social inclusion and advance the goals of transformation across Ontario. • Since 2006, the Ministry has invested policy, program and fiscal resources to promote the implementation of person-directed planning activities across the province that: • broaden awareness and knowledge of person-directed planning principles and values; • support person-directed planning policy development; • clarify best-practices and standards required for good person-directed planning; and • build person-directed planning capacity in local communities.

4. Goals Overarching goals of the Guide : • Create a best practice document that will be useful to a wide range of Ontario stakeholders who have an interest in person-directed planning and social inclusion. • Establish standard practice expectations for person-directed planning to improve quality and consistency in the implementation of person-directed planning across the province. • Provide guidance which is flexible (can be applied to person-directed planning in different settings - both in agency settings and by independent facilitators). • Provide clarity to distinguish person-directed planning from other types of planning. • Share learnings from best practices in other jurisdictions. • Reflect back to stakeholders what we heard from them during engagement on person-directed planning activities.

5. Table of Contents The Person-Directed Planning Guide covers the following topics: • Introduction • Person-Directed Planning Values and Principles • Quality Assurance Approach to Person-Directed Planning • Appendices/Resources

6. Section Overviews Section 1: Introduction Purpose • The purpose of the Guide is to raise awareness of person-directed planning services, establish key parameters surrounding good practice, and highlight the connection with social inclusion and transformation. Moving Towards Inclusion • This section outlines the Ministry’s actions focused on person-directed planning preceding the development of the Guide (detailed description of actions in Appendix A of the Guide). Audience • The audience for this Guide includes: • Self-advocates and families seeking services from a person-directed facilitator or wanting to know more about what person-directed planning is and what is involved in the process. • Independent facilitators who offer person-directed planning. • MCSS transfer payment agencies that deliver person-directed planning. • Other organizations including developmental services non-profit agencies, associations, family or other networks that have an interest in developing person-directed planning capacity in their communities.

7. Section Overviews (continued) Section 1: continued… Anticipated Outcomes from Person-Directed Planning • This section outlines the intended outcomes of person-directed planning for individuals and promotes person-directed planning as a tool to achieve a number of system-wide outcomes. Person-Directed Planning Services and Supports in Ontario • The section outlines that person-directed planning can occur in a variety of different settings: • Through an agency that provides person-directed planning services; or • Through the services of an independent planner (e.g., people may use up to 10% of their Passport funding for planning); or • Through paying for person-directed planning on a fee-for-service basis using personal resources.

8. Section Overviews (continued) Section 1 continued… Differences in Planning Types and Settings Independent Planning and Facilitation • Explores the values focus of independent facilitation as well as the specific issues of family leadership, network building, communities of practice and other issues. Person-Directed Planning in an Agency Context • Notes growing number of agencies using person-directed planning as a tool to help individuals connect to resources. • Confirms that the process to create an Individual Support Plan is fundamentally different from the person-directed planning process (i.e. they are not the same thing). • Recommends administrative separation of person-directed planning function. Basic Principles of Person-Directed Planning • Affirms the core concept that the individual is the one “directing” the process.

9. Section Overviews (continued) Section 1 continued… Differences in Planning Types and Settings Common Steps in the Person-Directed Planning Process Identifies the core five steps of the planning process including: 1. Checking in 2. Getting ready 3. Holding meetings/using tools 4. Taking action 5. Checking in/reflecting/revising. Basic Principles of Person-Centred Planning • Identifies distinction between this type of planning and person-directed planning. Person-Directed Planning and Transition Planning for Youth • Outlines that individualized transition plans are to be prepared for all students 14 or older, who are identified as exceptional, including individuals with a developmental disability. These plans should inform future planning processes.

10. Section Overviews (continued) Section 2: Person-Directed Planning Values and Principles This section outlines the following values and principles: • Values • Belonging through a variety of relationships and memberships; • Contributing by discovering, developing and sharing gifts and investing energy in meaningful activities; • Sharing ordinary places and activities with other citizens, neighbours, classmates and co-workers; • Being respected as a whole person whose history, capacities and future are worthy of attention and whose gifts lead to valued social roles; and • Choosing what one wants in everyday situations and especially to dedicate oneself to contribute to one’s own community in ways that matter. • Principles • Visioning - the person and those important to him or her describe their vision for the future in a plan. The goals are to anticipate life transitions and create a meaningful life in the community; • Strengths-based - builds on the strengths, gifts, abilities and interests of the person; • Person-driven - the person drives the planning process; • Sustainability - the planning process considers avenues that can be pursued over the long term; and • Accountability - there is ongoing review, evaluation, monitoring and modification of the person’s plan to support personal goal attainment.

11. Section Overviews (continued) Section 3: Quality Assurance Approach to Person-Directed Planning • By looking at other jurisdictions, consulting with experts and listening to stakeholders, the Ministry heard that person-directed planning has four key functions which are outlined in the Guide: 1. Facilitation; 2. Identifying supports; 3. Community building; and 4. Network development. • For every person-directed planning function, the Guide sets out recommended standards (performance expectations) for voluntary adoption. • Best practices for person-directed planning are reviewed, including: training, facilitation, mentoring and communities of practice. • The Guide recommends (but does not mandate) voluntary adoption of standards and best practices. The Guide also sets out suggestions related to expected minimum qualifications and promotes a person-directed planning code of ethics.

12. Next Steps • Complete community engagement (October 2012) • Deadline to receive written comments (October 31, 2012) • Review and analyze feedback received (October/November 2012) • Revise Person-Directed Planning Guide based on feedback (November 2012) • Post Person-Directed Planning Guide on Ministry website (Spring 2013) • Implement communications strategy (Spring 2013)

13. Questions for Discussion • Does the document accurately reflect your understanding of planning in Ontario? • Is there anything missing or are there any critical issues which have not been fully addressed? Please identify any specific additions or deletions that you recommend. • Do you have feedback relating to any of the key sections? Specifically: - Are the distinctions between types of planning clear?; and - Do you have any suggestions relating to the following sections: standards, best- practices, communities of practice, and/or training and qualifications? • Are any changes required with respect to issues of: clarity, level of detail, order of sections, or with respect to format, style or language? • If you could adjust three items in the document, what changes would you make and in what order of priority? • Are any key resources or websites missing? (Note: The Ministry is limiting the resources list to free items available on the internet). • Do you have any suggestions that could help the Ministry make this Guide more accessible? • Do you have any suggestions that could help in the communications and distribution strategy for the Guide?

14. Contact Us Do you have more feedback to provide? Here’s how to contact us: • By mail: Attention: Sarah Campbell Community and Developmental Services Branch Ministry of Community and Social Services 4th Floor, Hepburn Block 80 Grosvenor Street Toronto, Ontario M7A 1E9 • By email: sarah.campbell@ontario.ca • By phone: (416) 327-4977 • By fax (416) 325-5554 • Note: If you would like to provide the Ministry with additional feedback in writing, please note the deadline for submissions is October 31, 2012.