Personalisation – Moving forward

1. Personalisation – Moving forward

2. From Back Seat into the Driving Seat

3. What is personalisation? Government View The ability to tailor a range of services to meet an individual’s specific needs Self directed support adds the principle that involving the individual in the planning process is a key way to increase personalisation Personal budgets are the key vehicle for self directed support in social care – they extend control as well as choice

4. Social care view “Personalisation means starting with the individual as a person with strengths and preferences who may have a network of support and resources, which can include family and friends” It means “starting with the person rather than the service” SCIE (Oct 08) Personalisation: A rough guide http://www.scie.org.uk/publications/reports/report20.asp What is personalisation?

5. It’s not rocket science Personalisation: personalisation means taking something general and changing it so it suits you better.

6. Personalisation is a philosophy, not a set of rules and procedures • Starts with what is important to the person and is outcome focused. • Individually tailored support, building on the person’s strengths. • The person is in control and takes decisions. • It means being part of a community. • It requires a shift in the balance of power. People are experts in their own experiences

7. Personalisation umbrella Service user engagement Person centred planning Co-production Self directed support Individual budgets (IB) Individual Service Fund Personal budgets (PB)

8. Service user engagement Able to respond and be flexible to the group of individuals you are engaging with A fluid, dynamic and negotiated process “A way of doing things, and an end result” (Novas Ouvertures 2001) Requirements of Quality Assessment Framework Homes and Community Agency Care Quality Commission Good practice

9. Person Centred Planning "Person Centred Planning discovers and acts on what is important to a person. It is a process for continual listening and learning, focussing on what is important to someone now and in the future, and acting on this in alliance with their family and their friends" Thompson J. Kilbane J. Sanderson H. (2008) Person Centred Practice for Professionals. Open University Press

10. Defining Co-Production “Co-production means designing and delivering services in an equal and reciprocal relationship between professionals, people using services, their families and their neighbours.” New Economics foundation

11. D. Mello’s Co-production equation E + P = C Expertise Partnership Creation Working together as equals, celebrating each other’s expertise With the objective of producing something Bring what we know and the best we have to offer By Augusto D. Mello in partnership with Look Ahead Housing and Care

12. Centre for Welfare Reform – www.centreforwelfarereform.org

13. Self directed support Individuals having control over the support they need to live the life they choose Tailor support to meet needs, preferences and aspirations with appropriate assistance Use a framework of identified needs and outcomes agreed with those providing funding Direct / Indirect payments Individual budget Personal budget

14. Individual Budgets The individual receives an integrated budget which is intended to purchase services to achieve the goals identified. May require housing related support and/or Social Care There is no distinction between the various funding streams Enables people to purchase services from a single provider, if they wish to do so. Very effective in delivering joined-up services.

15. Individual Service Fund • Money is held by a provider on individual’s behalf • Provider is accountable to individual • Can be used in accom. based scheme • Person decides how to spend the money and can change this • Person has reports of their account • Money only to be spent on that individual service • Providers can respond to individual contracts or transform block contracts

16. Personal Budget (PB) • Personal Budget is when there is only ASC funding involved • Not the same as direct payments • Some may decide to have it as direct payment • PB = how much £, what outcomes, how and when spent • Can be part direct/part indirect

17. Direct Payments A payment directly into a bank account controlled by the individual to the value of reasonably meeting assessed needs. Can be held by a third party on behalf of the individual DP’s can be used to secure any service or equipment in order to meet an assessed need. Employing personal assistants - Employers responsibilities. Socially inclusive activities. Purchase of equipment e.g. computer to enable online shopping The individual has control

18. Indirect Payments • A payment made on behalf of the individual - individual service fund or • Money is retained by the Council: Council Managed Budget • Provider is also the broker of services / goods on the individuals behalf • Individual service agreement in place that forms the basis of the support plan. • Control remains with the individual in that they may change provider if things don’t work out.

19. How it fits together The process by which public services can be adapted to suit you Personalisation Support that is determined and controlled by you, based on an assessment of need by the state. (Includes receiving cash, spending on services that meet your needs, to choosing which service you would like to purchase ) Self directed support Individual budgets Personal budgets Like an IB but solely made up of social care funding Direct payments An indicative amount of money that can combine several funding sources that you can use to purchase services, from the public, private or voluntary sector A cash payment paid directly to you so you can acquire your own services, rather than having them delivered by the council

20. Resource Allocation System • Tool used by LAs to assess how much money to allocate to a personal or individual budget. • The grounds for allocating resources must be transparent, and people must know the amount of available funding before they begin to plan how to use it. • Need to define a clear and fair process for allocating cash to particular levels of need; this is called the resource allocation system (In Control, 2005).

21. Personalisation : Why Bother Right thing to do Person planning their own support - greater engagement/control/choice Government direction of travel - past 15 years Contractual changes - forcing change

23. Vision for Adult Social Care: DH Nov 2011 “Individuals not institutions take control of their care. Personal budgets, preferably as direct payments, are provided to all eligible people. “Information about care and support is available for all local people, regardless of whether or not they fund their own care”. “Personal Budgets for all by April 2013” 23

24. Putting People First ‘Putting People First: A shared vision and commitment to the transformation of adult social care’ - through personalisation, prevention and early intervention Systems wide transformation with significant progress expected by 2011 Signed by 6 government departments, the Local Government Association (LGA) and the Association of Directors of Adult Social Services (ADASS)

25. Putting People First Supporting people to live in their own homes for longer Universal information, advice and advocacy services Common assessment processes – more self-assessment Telecare as integral not marginal Self directed support as the mainstream – personal budgets for all, direct payments for more people Greater role for voluntary sector and user led organisations Renewed concentration on safeguarding adults

26. Think Local Act Personal • Concordat how sector will move forward with Government's vision for adult social care • Builds on learning from Putting People First • Personalised community based approach for all connected to preventative approaches • Framework for action • Provider blueprint • People - learning and change • Money - back office • Support • Community

27. Reasons for continuing to commission/purchase services Continuity and security Size of budget – smaller/limited amount available for individuals to spend Anxiety over new ways of spending/new providers Managed funded users more likely to opt for mainstream services

28. Right to Control Trailblazers RtC included a number of funding streams Access to Work Work Choice (Jobcentre Plus specialist disability employment programme late 2010) Housing related-support (Supporting People) Disabled Facilities Grants Independent Living Fund. Community Care Funding (e.g. Integrated Community Equipment Service) Pilot authorities Barnsley, Sheffield, Essex, Greater Manchester, Leicester, Barnet, Newham and Surrey

29. DCLG work on personalisation Personalisation working group Sub groups working on resources for the sector Provider transformation Market management Co-production Microsite Festival of Ideas Learning events

30. Ongoing Issues Commissioners approach Quality assessment How is support going to be planned Risk management Protection from Abuse and Safeguarding Money – How to achieve an equitable allocation of resources? Is there enough for people to achieve their outcomes? Who pays for brokerage?

31. Challenges in Supported Housing How to personalise accommodation based services? How much flexibility is there in schemes where high levels of support are required 24 hours a day How much flexibility is there is schemes where levels of support required are low Possibilities Still have a choice of support worker, activities, room, food, etc. Person centred support plan Independent living and purchase support services from different provider e.g. floating support Low support: scope for collaborative purchasing of services

32. One Housing Accommodation based 24 hour service for people experiencing enduring ill mental health Core functions and flexible support that can be banked included recruitment of a pool of skilled staff on flexible contracts creation of a working agreement between the customer and their Flexi Hours worker database for recording Flexi Hour support, a contingency fund to pay for staff to undertake activities with customers need for a ‘matching database’ to support customers in making choices about who they want to deliver their Flexi Hours

33. Midland Heart Piloted Individual budgets for older people, people experiencing ill mental health and people with learning disabilities On back of customer engagement – finding out what the customer wants Customer focus groups Customer Newsletter group Mystery customer programme Customer panel Appointing contractors Service steering group

34. Look Ahead Coventry Road Move from block contracts to flexible support Baseline service – safety and security provided by Look Ahead Choice based intensive support service provided by Look Ahead Personal budget services or goods from open market Other initiatives Separating out types of support Zero based contracts Offer personal support assistants to those on personal budgets Customer involvement including customer services committee

35. Dimensions Two journeys Making it personal - what changed for Customer offer (menu approach) Finance (costings) Marketing IT Personnel Learning and measuring progress Making it personal for everyone Block contracts towards individual service funds

36. Customer Journey At each stage of their journey with you how much choice and control do customers have – be honest How do you find out Their strengths What is important to them What they want to achieve What do you tell potential customers about your service vs what do they want to know How do customers access your service How do customers get services that best achieve their outcomes

37. Preparations What are commissioners planning in the locality you are providing services? Local commissioning strategies Are you preparing for providing services that people want? How do you explain Personalisation to your clients Don’t wait to hear - Act now

38. Challenges Workforce transformation – frontline workers are key Risk and safeguarding Changes to staff roles and professional boundaries Could you / do you deliver a personalised service Changes to all elements of infrastructure Human resources Finance IT Training and development Governance Customers as commissioners

40. Websites Personalisation microsite for housing care and support www.sitra.org Personalisation Toolkit www.toolkit.personalisation.org.uk Department of Health (Putting People First document) www.dh.gov.uk In Control - www.in-control.org.uk

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