I want to know more about the Person-Centered Planning Training Initiative

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On this page you will find information and resources from the New York Department of Health Person-Centered Planning Statewide Training Initiative. Resources include recorded training sessions, recorded specific topic webinars, and training and learning support materials (please click on the document title and/or the URL to access the resource).

Please note that this resource library is intended to support the development of person-centered thinking, planning and practice skills and concepts. The resources provided are not intended as legal guidance or direction, and may not be directly applicable to New York State, but rather are included for informational purposes and examples of best practices. Please also note that these materials are intended for reference purposes only.

Fact Sheet on Person-Centered Planning
Document Type: Fact Sheet (PDF)
Source: New York State Department of Health
Description: A brief fact sheet including background information on the person-centered planning provisions included in the HCBS Final Rule.
URL: https://www.health.ny.gov/health_care/medicaid/redesign/person-centered_planning/providers/fact_sheet.htm


Person-Centered Planning, Practice and Thinking Poster (#14063)
Document Type: Poster (PDF)
Source: New York State Department of Health
Description: A one-page resource that provides easy to understand definitions of person-centered planning, thinking and practice.
URL: https://www.health.ny.gov/health_care/medicaid/redesign/person-centered_planning/providers/docs/poster.pdf


HCBS Rule Fact Sheet
Document Type: Fact Sheet (PDF)
Source: New York State Department of Health
Description: A fact sheet that gives an overview of the HCBS Final Rule and its relevance in New York State.
URL: https://www.health.ny.gov/health_care/medicaid/redesign/person-centered_planning/providers/hcbs_rule.htm


New York Person-Centered Learning Institutes Guide
Document Type: Guide Document (PDF)
Source: New York State Department of Health
Description: A two-page guide document with detailed information about the virtual Learning Institutes.
URL: https://www.health.ny.gov/health_care/medicaid/redesign/person-centered_planning/training/docs/guide.pdf


New York Person-Centered Planning Training Initiative Website
Document Type: Website
Source: New York State Department of Health
Description: The training registration website for the New York Person-Centered Planning Training Initiative.
URL: https://nydohpcptraining.com/events


New York Person-Centered Planning Training Initiative Virtual Learning Institute Website
Document Type: Website
Source: New York State Department of Health
Description: The training registration website for the New York Person-Centered Planning Training Initiative Virtual Learning Institutes.
URL: https://nydohpcptraining.com/learninginstitutes


Coming soon!


Creating Blue Space Webinar #1: Creating Blue Space: Fostering Innovative Support Practices
Document Type: Recorded Webinar
Source: Hanns Meissner
Description: A recorded webinar on fostering innovative support practices. Please register to view at no cost.
URL: https://register.gotowebinar.com/register/4285947303448299277


Creating Blue Space Webinar #2: Is Your Organization Person-Centered Friendly?
Document Type: Recorded Webinar
Source: Hanns Meissner
Description: A recorded webinar on determining if your organization is person-centered friendly. Please register to view at no cost.
URL:https://register.gotowebinar.com/register/6822264442518298893


Creating Blue Space Webinar #3: Preparing for the Journey: Self as an Instrument of Change
Document Type: Recorded Webinar
Source: Hanns Meissner
Description: A recorded webinar on using self as an instrument of change. Please register to view at no cost.
URL: https://register.gotowebinar.com/register/8019657893933808397


Creating Blue Space Webinar #4: Shifting Role and Relationships: Moving Out of Delegation into Partnership
Document Type: Recorded Webinar
Source: Hanns Meissner
Description: A recorded webinar on shifting roles and relationships to move into partnership.Please register to view at no cost.
URL: https://register.gotowebinar.com/register/8571821638286647053


Creating Blue Space Webinar #5: Individualizing Supports: Many Degrees of Application
Document Type: Recorded Webinar
Source: Hanns Meissner
Description: A recorded webinar on individualizing supports. Please register to view at no cost.
URL: https://register.gotowebinar.com/register/9009786806443784205


Supportive / Shared Decision Making
Document Type: Recorded Webinar
Source: Desiree Loucks Baer
Description: A recorded webinar on supportive decision making. Please register to view at no cost.
URL: https://register.gotowebinar.com/register/6940806089643683341


Making the Transition from Care Giver to Partner
Document Type: Recorded Webinar
Source: Jill Dorsi
Description: A recorded webinar on making the transition from care giver to partner. Please register to view at no cost.
URL: https://register.gotowebinar.com/register/4547580493324127757


Assistive Technology
Document Type: Recorded Webinar
Source: Meghan O´Sullivan
Description: A recorded webinar on assistive technology. Please register to view at no cost.
URL: https://register.gotowebinar.com/register/510206781479495949


Checklist for Person Centered Information Gathering and ISP Development
Document Type: Checklist (PDF)
Source: Smull, Bourne, & Allen, 2008, The Learning Community for ELP
Description: This resource is a checklist to assist with the development of an Initial Service Plan (ISP).
URL: https://cls.unc.edu/wp-content/uploads/sites/3019/2019/03/ChecklistforISPlandevelopment_2008.pdf


Listen, Learn, Plan: A Guide for Developing Preliminary Essential Lifestyle Plans - Conversations with Family and Support Services
Document Type: Guide
Source: Support Development Associates and Allen, Shea & Associates
Description: A Guide for Developing Preliminary Essential Lifestyle Plans.
URL: https://cls.unc.edu/wp-content/uploads/sites/3019/2019/03/Conversation-book-with-family-support.pdf


Listen, Learn, Plan: A Guide for Developing Preliminary Essential Lifestyle Plans - Conversations with the Person with Whom You are Planning
Document Type: Guide
Source: Support Development Associates and Allen, Shea & Associates
Description: A Guide for Developing Preliminary Essential Lifestyle Plans.
URL: https://cls.unc.edu/files/2019/03/Conversations-with-Individuals.pdf


Using Paul´s Plan to Show How Information You Have Gathered is Organized into a Plan
Document Type: Case Study
Source: Developed by Smull, Bourne and Allen, 2004, The Learning Community for Person-Centered Practices
Description: A case study example of how information can be organized into a plan.
URL: https://www.health.ny.gov/health_care/medicaid/redesign/person-centered_planning/training/docs/using_pauls_plan_organized.pdf


What have we Learned? Good Plans are Advocacy Tools that Work for All Ages and Many Circumstances
Document Type: One-page Profiles
Source: Developed by Support Development Associates
Description: A compilation of one-pager examples and a step by step process for creating one.
URL: https://www.health.ny.gov/health_care/medicaid/redesign/person-centered_planning/training/docs/what_have_we_learned.pdf


One-Page Profile
Document Type: Template
Source: Developed by Support Development Associates
Description: A blank one-pager for creating a new description.
URL: https://www.health.ny.gov/health_care/medicaid/redesign/person-centered_planning/training/docs/one-pg_profile.pdf


Gathering Information About You
Document Type: Template
Source: Developed by Support Development Associates
Description: An information gathering template for person-centered planning.
URL: https://www.health.ny.gov/health_care/medicaid/redesign/person-centered_planning/training/docs/gathering_info_about_you.pdf


My Person-Centered Description
Document Type: Template
Source: Developed by The Learning Community for Person-Centered Practices (TLCPCP)
Description: An information gathering template for creating a person-centered description.
URL: https://www.health.ny.gov/health_care/medicaid/redesign/person-centered_planning/training/docs/my_pc_desc.pdf


Thinking About How to Use Person-Centered Skills Every Day
Document Type: Reference Chart
Source: Developed by The Learning Community for Person-Centered Practices (TLCPCP)
Description: A list of person-centered skills, what they do, and how and when they can be used.
URL: https://www.health.ny.gov/health_care/medicaid/redesign/person-centered_planning/training/docs/use_pc_skills_every_day.pdf


Cultivating Capacity Field Book - Volume I
Document Type: Field Book
Source: Person-Centered Planning Statewide Training Initiative Learning Institute Faculty
Description: A field book designed for use during the Person-Centered Planning Statewide Training Initiative Learning Institutes, including concepts, tools, and exercises for the initial sessions of a Learning Institute.
URL: https://www.health.ny.gov/health_care/medicaid/redesign/person-centered_planning/training/docs/volume1.pdf


Cultivating Capacity Field Book - Volume II
Document Type: Field Book
Source: NY DOH PCP Learning Institute Faculty
Description: A field book designed for use during the Person-Centered Planning Statewide Training Initiative Learning Institutes, including concepts, tools, and exercises for the closing sessions of a Learning Institute.
URL: https://www.health.ny.gov/health_care/medicaid/redesign/person-centered_planning/training/docs/volume2.pdf


Shapes of Things to Come: An Executive Summary of "Creating Blue Space: Fostering Innovative Practices for People with Developmental Disabilities"
Document Type: Executive Summary
Source: Hanns Meissner, Inclusion Press
Description: An executive summary of the publication "Creating Blue Space", written by Learning Institute faculty member Hanns Meissner. The summary focuses on how to foster innovative practices for supporting people with disabilities through three core themes. (To access the resource at no charge, please follow these links: the URL link below, Add to cart, View cart, Proceed to checkout, and Place order.)
URL: https://inclusion.com/product/shapes-of-things-to-come/


Center for Social Innovation
Document Type: Website
Source: Developed by the Center for Social Innovation and the Stanford Graduate School of Business
Description: A website link to the Center for Social Innovation. As described on their website, the mission of this organization is to, "… bring social and environmental change to the world. Through research, education, and experiential learning, we strengthen the capacity of individuals and organizations to develop innovative solutions to complex problems. We envision a networked community of leaders actively working across sectors, frontiers, and disciplines to build a more just, sustainable, and prosperous world."
URL: https://www.gsb.stanford.edu/faculty-research/centers-initiatives/csi


Presencing Institute
Document Type: Website
Source: Presencing Institute
Description: A website link to the Presencing Institute. As described on their website they are, "Building upon two decades of action research at MIT, the process shows how individuals, teams, organizations and large systems can build the essential leadership capacities needed to address the root causes of today´s social, environmental, and spiritual challenges. In essence, we show how to update the operating code in our societal systems through a shift in consciousness from ego-system to eco-system awareness."
URL: https://www.presencing.org/aboutus/theory-u


Four Levels of Responding to Change
Document Type: Graphic
Source: Presencing Institute
Description: A graphic that shows the four levels of responding to change.
URL: https://www.health.ny.gov/health_care/medicaid/redesign/person-centered_planning/training/docs/four_levels_respond_chg.pdf


Listening Levels Chart
Document Type: Chart (PDF)
Source: Presencing Institute
Description: A graphic that shows a chart of the four levels of listening that are taught during the Learning Institutes.
URL: https://www.health.ny.gov/health_care/medicaid/redesign/person-centered_planning/training/docs/listening_levels_chart.pdf


Otto Scharmer on the Four Levels of Listening
Document Type: Video
Source: Presencing Institute
Description: A video of presenter Otto Scharmer explaining the four levels of listening taught during the Learning Institutes.
URL: https://www.presencing.org/resource/tools/listen-desc

Options for Self-Directed Learning
Document Type: Guide and Worksheet (PDF)
Source: Learning Institute Faculty
Description: A guide and worksheet on options for self-directed learning, including practices and skills to find opportunities for growth in your day and your work.
URL: https://www.health.ny.gov/health_care/medicaid/redesign/person-centered_planning/training/docs/self-directed_learning.pdf