Google Links

Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Elements define the essential outcomes
2. Establish and maintain relationships
   • Conduct interpersonal exchanges in a manner that develops and maintains trust and goodwill
   • Maintain confidentiality and privacy of the person within organisation policy and protocols
   • Recognise and respect diverse and multi-faceted needs of the individual and collaborate with other service providers as needed
   • Provide clear and current information about service delivery and support the interests, rights and decision-making of the person in all dealings
3. Prepare for planning
   • Determine the physical and psychological factors relevant to the person’s life stage that will influence service delivery
   • Explain the purpose of the planning process and discuss different service options with the person
   • Work with the person to determine readiness for the development of an individualised plan and select most appropriate service option
   • Determine who needs to be included in the planning process and organise practicalities
   • Collate and prepare information and distribute to relevant stakeholders as required
   • Liaise with the assessor of the person’s requirements prior to the planning session as required
4. Plan service delivery
   • Respect the person’s perspective, foster their strengths and capacities and promote their participation
   • Follow process requirements of service planning tools
   • Identify and confirm key aspects of individualised service delivery by working collaboratively with the person and other stakeholders to establish goals
   • Consider interrelated needs of the person and plan an integrated approach to service delivery
   • Conduct risk assessment specific to the person’s circumstances, discuss with person and work collaboratively to minimise risk
   • Manage any conflict or differences with regard for the person’s perspective
5. Review service delivery implementation
   • Consult with relevant people to assess the quality of, and satisfaction with, service
   • Address and report any problems with the quality of, or satisfaction with, service delivery within organisation procedures
   • Work with the person and relevant others to identify and respond to the need for adjustments to individualised plans
   • Support the person’s self-determination in making adjustments to plans
   • Identify areas for improvement to overall service delivery implementation of organisation
6. Complete reporting requirements
   • Clearly record planning activities and decisions made
   • Prepare reports and other documentation according to organisation requirements
   • Maintain currency of documentation by making appropriate updates
   • Incorporate review findings into continuous improvement processes

Performance Evidence

The candidate must show evidence of the ability to complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the job role. There must be evidence that the candidate has:

worked within established guidelines to contribute to the planning and reviewing of services which meet the needs of at least 3 people

contributed to the planning processes by communicating effectively with the person and other stakeholders using active listening and questioning

---

Knowledge Evidence

The candidate must be able to demonstrate essential knowledge required to effectively complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the work role. This includes knowledge of:

role and responsibilities of different people in the planning process:

person’s assessor

carers and other support workers

health professionals

other service providers

service delivery workers

human development across the lifespan and influences on service delivery

strengths-based planning processes:

assessment process

collaborative approach

documentation and reporting requirements

features and modes of service delivery:

range of service options

variations for individualised service

resource requirements

motivational goal setting

collaborating with other service providers to address diverse and multi-faceted needs

transitioning to other services

exiting service

legal and ethical considerations related to planning and service delivery and how these are applied in an organisation and individual practice, including:

duty of care

privacy, confidentiality and disclosure

safety and security

risk management considerations and ways of minimising risk:

environmental

physical

physiological

continuous improvement processes

---