Personal Planning and Personalisation Audit - Care Homes

Q1 | Unanswered

Does every person have a current, accessible personal plan that explains how their assessed needs will be met while reflecting their wishes, choices, strengths and desired outcomes?

Q2 | Unanswered

Is the pre-admission or initial assessment sufficiently thorough to establish whether the home can safely meet the person's needs, preferences, risks and outcomes from the outset?

Q3 | Unanswered

Are people fully involved in developing and reviewing their personal plan, with information and communication support provided in a format and at a pace that works for them?

Q4 | Unanswered

Where appropriate, are family, friends, unpaid carers, advocates, attorneys, guardians and relevant professionals involved lawfully and in line with the person's wishes?

Q5 | Unanswered

Do plans reflect the person's identity, preferred name, life history, relationships, culture, faith, sexuality, gender identity, routines, interests and what matters most to them?

Q6 | Unanswered

Are communication needs, sensory needs, language, accessible-information requirements and the best ways to support the person to express choices clearly recorded and followed?

Q7 | Unanswered

Do personal plans set meaningful, person-led outcomes and practical goals rather than only listing tasks, diagnoses or service routines?

Q8 | Unanswered

Are plans reviewed with the person at agreed intervals and promptly after a change in health, wellbeing, mobility, cognition, risk, treatment, preference or circumstances?

Q9 | Unanswered

Do review records show what has changed, who was involved, the person's views, agreed actions, responsible people and how progress towards outcomes will be checked?

Q10 | Unanswered

Are physical health needs, mental health, pain, sleep, continence, oral health, nutrition, hydration, mobility, skin integrity and other relevant needs assessed and reflected in daily support?

Q11 | Unanswered

Are medicines, allergies, treatment preferences, monitoring needs and professional advice accurately reflected in the personal plan and communicated to staff?

Q12 | Unanswered

Are risks assessed with the person and managed through positive, proportionate and least-restrictive approaches that support independence and informed choice?

Q13 | Unanswered

Where capacity, consent, guardianship, power of attorney, welfare proxy or other lawful authority is relevant, are decisions recorded accurately and reviewed without assuming incapacity?

Q14 | Unanswered

Are any restrictions, monitoring, bed rails, sensor equipment, locked doors, contact limitations or other controls recorded with their purpose, authority, alternatives, review date and impact on the person's rights?

Q15 | Unanswered

Do plans give staff clear, respectful guidance for personal care, privacy, dignity, preferred routines, appearance, clothing, food, drink and support with everyday choices?

Q16 | Unanswered

Are relationships, family contact, friendships, community participation, meaningful activity, hobbies, spirituality and opportunities for purpose included and supported in daily life?

Q17 | Unanswered

Do plans identify how to support the person during distress, anxiety, low mood, trauma responses or changes in behaviour, including triggers, communication and preferred calming approaches?

Q18 | Unanswered

Where a person has dementia, learning disability, autism, sensory impairment or another condition affecting communication or decision-making, are plans individualised and translated into consistent everyday practice?

Q19 | Unanswered

Are moving and handling, falls, equipment, pressure care, swallowing, nutrition and other specific risk plans current, person-specific and consistent with observed practice?

Q20 | Unanswered

Are hospital admissions, transfers, appointments, changes of provider and returns to the home planned and communicated in a way that protects continuity, safety, dignity and the person's preferences?

Q21 | Unanswered

Where relevant, are anticipatory care planning, future care wishes, palliative and end-of-life preferences discussed sensitively, recorded accurately and reviewed with the person and those important to them?

Q22 | Unanswered

Are plans available to the person and to authorised staff when needed, stored securely and presented in a way that is easy to understand and use?

Q23 | Unanswered

Do staff know the current personal plans for the people they support and use them during handovers, daily care, activities, risk decisions and changes in condition?

Q24 | Unanswered

Do daily records, observations, handovers and staff explanations match the personal plan, or are discrepancies identified, challenged and corrected promptly?

Q25 | Unanswered

Are people encouraged and supported to make informed choices, take positive risks and maintain as much independence and control over their lives as they want and can?

Q26 | Unanswered

Are people asked whether their plan feels personal, understandable, useful and followed, and is feedback from people and representatives used to improve planning quality?

Q27 | Unanswered

Do audits of personal plans test lived experience, quality, personalisation, involvement, implementation and outcomes rather than only whether sections are completed?

Q28 | Unanswered

Can the service demonstrate that personal planning enables each person to experience care and support that is right for them, respects their rights and improves their wellbeing and quality of life?