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. In addition to opportunities to register for live training, resources include recorded training sessions, recorded topic webinars, and training and learning support materials. These materials are intended for reference purposes only.

(These resources can benefit those who receive, deliver, or oversee person-centered services.)

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://custom.cvent.com/EA3EF44A35104D618B18195CE99BE485/files/b4ecaad2ef894039854a4795d34dd75f.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

Person-Centered Support for People Making Decisions
Document Type: Recorded Training
Source: New York State Department of Health Person-Centered Planning Statewide Training Initiative
Description: Person-Centered Support for People Making Decisions is a 2-hour recording that describes best practices for effective person-centered practice to support people making informed decisions. After the training, participants will be able to: identify how the HCBS Rule supports informed choice, develop person-centered skills to provide support for decision-making, help people develop decision-making skills when needed, and understand competency and capacity. This training topic is ideal for those who provide, oversee, receive, or support people who receive person-centered supports and services, have a base of knowledge in person-centered planning, and want to understand person-centered skills to provide support with decision-making. Please note, the training recording does not include the breakout room discussions or the question-and-answer sessions that are part of the live training experience.
URL: https://youtu.be/83XLAdmMrGo

Person-Centered Thinking Skills
Document Type: Recorded Training
Source: New York State Department of Health Person-Centered Planning Statewide Training Initiative
Description: Person-Centered Thinking Skills is a two-hour recorded training that provides an overview of core person-centered skills for people who provide, oversee, receive, or support people who receive person-centered supports and services. The goal of the training is to enable participants to: describe how Person-Centered Thinking skills are used in planning and supporting people, learn to use Person-Centered Thinking skills, describe the benefits of one-page descriptions and how to use them, and explain the balance between what is important to a person and what is important for a person. Please note, the training recording does not include the breakout room discussions or the question-and-answer sessions that are part of the live training experience.
URL: https://youtu.be/GOwF-IJyvhk

Person-Centered Thinking and the HCBS Final Rule
Document Type: Recorded Training
Source: New York State Department of Health Person-Centered Planning Statewide Training Initiative
Description: Person-Centered Thinking and the HCBS Final Rule is a two-hour recorded training that provides an overview of the Home and Community-Based Services (HCBS) Final Rule and its application to New York State services and supports, and helps participants understand how person-centered thinking skills support compliance with the HCBS Final Rule. The goal of the training is to enable participants to: identify the expectations of the HCBS Rule for Person-Centered Planning, describe the process for making modifications to the additional standards of the HCBS Final Rule, explain the balance between what is important to a person and what is important for a person, and identify available resources for further learning. Please note, the training recording does not include the breakout room discussions or the question-and-answer sessions that are part of the live training experience.
URL: https://youtu.be/F8S0wMKIQS8

Person-Centered Planning in Times of Crisis
Document Type: Recorded Training
Source: New York State Department of Health Person-Centered Planning Statewide Training Initiative
Description: Person-Centered Planning in Times of Crisis is a two-hour recorded training that shares insights on how providers and organizations provide person-centered supports and services in times of crisis and challenge. The goal of the training is to enable participants to: describe strategies for helping people maintain connections during times of crisis, explain the challenges service providers and caregivers experience in helping people stay healthy and safe, describe trauma responses and supports that may be helpful in responding to underlying trauma, and use learning from our own experiences of isolation and restriction to be more person centered. Please note, the training recording does not include the breakout room discussions or the question-and-answer sessions that are part of the live training experience.
URL: https://youtu.be/r_CalXy1ZdU

Person-Centered Plan Development
Document Type: Recorded Training
Source: New York State Department of Health Person-Centered Planning Statewide Training Initiative
Description: Person-Centered Plan Development is a 2-hour recording that describes an effective person-centered plan development process using person-centered skills and in line with regulations and best practices. After the training, participants will be able to: describe the benefits of a good person-centered plan, identify the elements of a person-centered plan as required by the HCBS Final Rule, develop person-centered outcomes using person-centered discovery information, describe how assistive technology supports people to have a better quality of life, and identify available resources for further learning. Please note, the training recording does not include the breakout room discussions or the question-and-answer sessions that are part of the live training experience.
URL: https://www.youtube.com/watch?v=j1omQGrZbKM

Person-Centered Practice for Managers
Document Type: Recorded Training
Source: New York State Department of Health Person-Centered Planning Statewide Training Initiative
Description: Person-Centered Practice for Managers is a 2-hour recorded training that describes effective person-centered management skills and helps participants identify what success looks like in implementing person-centered practices in their work, teams, and organizations.? After the training, participants will be able to: list person-centered planning standards of the HCBS Final Rule, identify skills that can be used to facilitate person-centered organizational practices, explain the challenge of informed choice in the context of the balance between choice and risk, describe organizational policies and procedures that either encourage or discourage good person-centered practice, and identify available resources for further learning. Please note, the training recording does not include the breakout room discussions or the question-and-answer sessions that are part of the live training experience.
URL: https://www.youtube.com/watch?v=2LC12T1SKiU

Person-Centered Practice and Cultural Humility
Document Type: Recorded Training
Source: New York State Department of Health Person-Centered Planning Statewide Training Initiative
Description: Person-Centered Practice and Cultural Humility is a two-hour recorded training that defines culture and cultural humility and their connection to home and community-based services. The trainers share person-centered skills that are helpful in exploring culture with a person who is receiving services and supports. The goal of the training is to enable participants to: describe cultural humility and how it applies to home and community-based services and supports, identify key aspects of person-centered cultural humility in order to provide services and supports in line with the HCBS Final Rule, engage in action learning and raising awareness around people's values and lived experiences, and describe the difference between 'cultural humility' and 'cultural competence'. Please note, the training recording does not include the breakout room discussions or the question-and-answer sessions that are part of the live training experience.
URL: https://www.youtube.com/watch?v=AqXw1z_6310

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

Home and Community-Based Services (HCBS) Participant Case Study Examples
Document Type: PDF Document
Source: Person-Centered Planning Statewide Training Initiative
Description: Case studies of participants receiving Home and Community-Based Services (HCBS). Each example provides guidance regarding person-centered skills that can be utilized in each scenario as well as unique components of each scenario that are notable with regard to person-centered practices.
URL: https://cls.unc.edu/wp-content/uploads/sites/3019/2019/03/Conversations-with-Individuals.pdf

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/wp-content/uploads/sites/3019/2019/03/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

NYS Department of Health - Policy Makers Learning Institute Summary
Document Type: Learning Institute Summary
Source: Person-Centered Planning Statewide Training Initiative
Description: A summary of the June 2023 Learning Institute on Person-Centered Practice for Policy Makers. Participants were policy makers and management staff from New York State agencies that oversee Home and Community-Based Services programs. The summary includes visual examples of work completed during the Learning Institute and participants' feedback.
URL: https://www.health.ny.gov/health_care/medicaid/redesign/person-centered_planning/training/docs/policy_makers_li_summary.pdf

Cultivating Capacity Field Book
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

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

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

Wellsprings of Good Person-Centered Planning
Document Type: Video
Source: Inclusion Press
Description: Learning Institute faculty member John O'Brien presents a compressed history of the meaning of Person-Centered Planning. It acknowledges the layers of social exclusion and describes how to find "wellsprings" of possibility by listening deeply to bring this work alive.
URL: https://www.youtube.com/watch?v=73GL24qEQgI

Graphic Listening
Document Type: Visual Guide (PDF)
Source: Learning Institute Faculty
Description: A guide for Learning Institute participants on how to create graphic imagery for the purposes of reflective practice.
URL: https://custom.cvent.com/EA3EF44A35104D618B18195CE99BE485/files/5fc9af95090d41f2b4e5e8b5970c8c77.pdf