CPD · Social work and social care
Planning a person-centred review
Running a review that puts the person's own goals first.
about this course
What you will be able to do
Running a review that puts the person's own goals first.
- Prepare a review, given a case file, with the person's goals, strengths and questions listed first.
- Facilitate a short meeting, given a role-play, so the person speaks for at least half the time.
- Write an action plan, given meeting notes, with each action having an owner and a date.
- Evaluate a review, given a checklist, scoring each item with one reason.
Task, condition and standard
Task
Prepare, run and record a person-centred review in which the person speaks first and last and every action has an owner and a date
Condition
Given a case file, meeting notes, role-plays and a checklist, in a 3-hour practical session
Standard
Organise a short review where the person speaks at least half the time, write actions with a named owner and date, and score the review against a checklist with reasons
These courses teach process, communication and recording. They give no clinical, legal, tax, financial or engineering sign-off. A named subject expert must review every line, and you must check your own professional body's current CPD rules, before you rely on a certificate.
sessions
8 modules
Module 1 What person-centred means 25 min
- Person-centred means the person's goals lead.
- Strengths come before problems.
- The person is the expert on their own life.
Practise: Practise with a case card or template for "what person-centred means": prepare a review, given a case file, with the person's goals, strengths and questions listed first.
Standard to meet. Explain what person-centred means and show how the person's own goals, strengths and wishes lead a review.
Module 2 Preparing and inviting 25 min
- List goals, strengths and questions before the meeting.
- Send a clear agenda and a welcoming time and room.
- Invite a support person if wanted.
Practise: Practise with a case card or template for "preparing and inviting": facilitate a short meeting, given a role-play, so the person speaks for at least half the time.
Standard to meet. Prepare a review from a case file, listing the person's goals, strengths and questions first, and invite everyone with a clear agenda and a welcoming setting.
Module 3 Running the review: person first and last 40 min
- The person speaks first and last.
- Aim for at least half the talking time.
- Invite them back if someone talks over them.
- If family disagree with the person, record both views; the person's wishes lead unless local capacity rules apply.
Practise: Practise with a case card or template for "running the review: person first and last": write an action plan, given meeting notes, with each action having an owner and a date.
Standard to meet. Facilitate a short review in a role-play so the person speaks first, last and for at least half the time, redirecting anyone who talks over them.
Module 4 Setting goals with actions, owners, dates 30 min
- Every action has a named owner.
- Every action has a date.
- Set the next review date before you close.
Practise: Practise with a case card or template for "setting goals with actions, owners, dates": evaluate a review, given a checklist, scoring each item with one reason.
Standard to meet. Write an action plan from meeting notes in which every action has a named owner and a date, and set the next review date.
Module 5 Recording and sharing 20 min
- Use plain language in the person's words.
- Fill in the review form and care plan.
- Share a copy with the person.
Practise: Practise with a case card or template for "recording and sharing": evaluate a review, given a checklist, scoring each item with one reason. Use a new case this time (round 2).
Standard to meet. Record the outcome in plain language in the person's own words on the review form and care plan, and share it with the person.
Module 6 Practice 20 min
- Use Person H and Person N case cards.
- Plan the agenda and write three actions.
- Check each action for owner and date.
Practise: Run one full practice round for "planning a person-centred review" on a case card or template: work through each outcome in turn (prepare a review; facilitate a short meeting; write an action plan; evaluate a review).
Standard to meet. Plan and run a review for a case card, such as Person H or Person N, and write three actions with owners and dates.
Module 7 Assessment 10 min
- Score a review against the checklist.
- Give one reason per item.
- Name one change for next time.
Practise: Practise with a case card or template for "assessment": evaluate a review, given a checklist, scoring each item with one reason. Use a new case this time (round 2).
Standard to meet. Evaluate a review against a checklist, scoring each item with one reason, and name one change for next time.
Module 8 Second worked case and reflection 10 min
- Compare two cases.
- Note differences in barriers.
- Plan one personal improvement.
Practise: Practise with a case card or template for "second worked case and reflection": evaluate a review, given a checklist, scoring each item with one reason. Use a new case this time (round 2).
Standard to meet. Compare the Person H and Person N reviews, identify the barrier in each, and justify one improvement to your own facilitation.
practice
Worked example and case cards
Worked example agenda
welcome and who is here (5 min); what is going well, in the person's words (10); what is not working (10); goals for next 3 months (10); actions, owner, date (5).
Case card
Person H wants to cook again but fears falls; learners plan the review and write 3 actions.
Case card 2
Person N wants to go to a weekly choir but transport is a barrier. Learners plan agenda and three actions.
checks
10 check questions with model answers
Who speaks first?
Model answer: The person. (Covered in module 3: Running the review: person first and last. To pass that module: Facilitate a short review in a role-play so the person speaks first, last and for at least half the time, redirecting anyone who talks over them.)
Each action needs what?
Model answer: An owner and a date. (Covered in module 4: Setting goals with actions, owners, dates. To pass that module: Write an action plan from meeting notes in which every action has a named owner and a date, and set the next review date.)
How do you handle a family member talking over the person?
Model answer: Invite the person back, check their wishes. (Covered in module 3: Running the review: person first and last. To pass that module: Facilitate a short review in a role-play so the person speaks first, last and for at least half the time, redirecting anyone who talks over them.)
Where do you record the outcome?
Model answer: The review form and care plan. (Covered in module 5: Recording and sharing. To pass that module: Record the outcome in plain language in the person's own words on the review form and care plan, and share it with the person.)
Who owns an action?
Model answer: A named person. (Covered in module 4: Setting goals with actions, owners, dates. To pass that module: Write an action plan from meeting notes in which every action has a named owner and a date, and set the next review date.)
What if the family disagree with the person?
Model answer: Record both views; the person's wishes lead unless capacity rules apply. (Covered in module 3: Running the review: person first and last. To pass that module: Facilitate a short review in a role-play so the person speaks first, last and for at least half the time, redirecting anyone who talks over them.)
How do you make the room welcoming?
Model answer: Seating, time, quiet, support person. (Covered in module 2: Preparing and inviting. To pass that module: Prepare a review from a case file, listing the person's goals, strengths and questions first, and invite everyone with a clear agenda and a welcoming setting.)
When is the next review set?
Model answer: Before the meeting ends. (Covered in module 4: Setting goals with actions, owners, dates. To pass that module: Write an action plan from meeting notes in which every action has a named owner and a date, and set the next review date.)
How to record outcomes?
Model answer: Plain language in the person's words. (Covered in module 5: Recording and sharing. To pass that module: Record the outcome in plain language in the person's own words on the review form and care plan, and share it with the person.)
What do you do if family members disagree with the person's wishes?
Model answer: Record both views, keep the person's wishes leading unless local capacity rules apply, and tell the manager. (Covered in module 3: Running the review: person first and last. To pass that module: Facilitate a short review in a role-play so the person speaks first, last and for at least half the time, redirecting anyone who talks over them.)
glossary
Words used in this course
person-centred, goal, action, advocate, review.
marking
How the practice and assessment are marked
| Level | Meaning | Marks of 4 |
|---|---|---|
| Secure | Meets the standard in the outcome every time, no prompts | 4 |
| Meeting | Meets the standard with one small slip, corrected when prompted | 3 |
| Developing | Meets part of the standard; needs a re-attempt | 2 |
| Not yet | Standard not met | 1 |
Pass = average 3 or more, and no outcome at 1. You may re-attempt after feedback. The subject expert sets any stricter pass mark.
where next
Ladder L1 to L7, slide by slide with notes
This course sits at L4 Practitioner. Credits stack; aligned with, not accredited by, any framework.
jobs this leads to
Where this takes you
- Care coordinator
- Support worker
- Care home team leader
- Community care worker
- Social care assistant
assessment and certificate
How you are checked
Each outcome is checked against its standard with a checklist or a short test. A digital CPD record shows the hours. Keep evidence in My page. Aligned with common CPD practice; not accredited. Learners check their own body's rules.
ten locations and global
Your place
Use your own body's forms, units and currency. Local professional bodies set the rules for CPD hours; check them first.
India (Bengaluru)
Language: English, Hindi, Kannada. Personal data: Digital Personal Data Protection Act 2023. Credit and levels: National Skills Qualifications Framework (NSQF) and the national credit framework.
Netherlands (Eindhoven area)
Language: Dutch, English. Personal data: EU GDPR (Dutch: AVG), supervised by the Autoriteit Persoonsgegevens. Credit and levels: the Dutch qualification framework (NLQF) linked to the European Qualifications Framework.
UAE (Dubai and Abu Dhabi)
Language: Arabic, English. Personal data: Federal Decree-Law No. 45 of 2021 (personal data protection). Credit and levels: the emirate education and training regulators (for example KHDA in Dubai) and the national qualifications framework.
Brazil (Sao Paulo)
Language: Portuguese (Spanish and English support). Personal data: LGPD (Lei Geral de Protecao de Dados). Credit and levels: the national technical-education catalogue and the national S-system training bodies.
Canada (Toronto)
Language: English, French. Personal data: PIPEDA, with provincial rules where they apply. Credit and levels: the provincial colleges framework and the national credential-recognition guidance.
United States
Language: English, Spanish. Personal data: state privacy laws (for example California), and COPPA for children under 13. Credit and levels: state and community-college credit systems.
Singapore
Language: English, Mandarin, Malay, Tamil. Personal data: Personal Data Protection Act (PDPA). Credit and levels: the Singapore national skills frameworks and the national credit system.
Australia
Language: English. Personal data: the Privacy Act 1988 and the Australian Privacy Principles. Credit and levels: the Australian Qualifications Framework (AQF) levels.
Hong Kong (Eastern Asia)
Language: Chinese (Cantonese, Mandarin), English. Personal data: the Personal Data (Privacy) Ordinance. Credit and levels: the Hong Kong Qualifications Framework.
Georgia and Israel (Western Asia)
Language: Georgian, Hebrew, Arabic, English. Personal data: the personal data law of the country where the learner lives. Credit and levels: the national qualifications framework of that country.
Cayman Islands (Caribbean)
Language: English. Personal data: the Data Protection Act. Credit and levels: the local education and training framework.
Mexico
Language: Spanish, English. Personal data: the federal law on personal data held by private parties. Credit and levels: the national competency certification system and the education ministry levels.
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Draft
Draft CPD course. It opens only after final checks. No fee is shown.