Personal Planning to Enhance Lifestyles

Trainee Assessment

Personal planning to enhance lifestyles

Unit standard / Version / Level / Credits
23371 Support personal planning to enhance individual lifestyles with a person with a disability / 2 / 3 / 5
Your name:
Your workplace:
Your date of birth:
NSN number (if you know it):
Declaration
· I was told about and understand the assessment requirements and appeals process.
· I have prepared my answers myself.
· Any evidence I have provided as my own, I produced myself.
· I understand that this assessment may be used for moderation and quality control purposes.
· I understand that when I achieve this unit standard my result will be registered with the New Zealand Qualifications Authority.
I confirm the above declaration: / Yes / No / Date:

Assessment summary (completed by assessor)

Trainee's performance summary

Assessment tasks / Assessor signature / Date achieved
Task 1: Personal planning to enhance an individual’s lifestyle
Task 2: Implementation and evaluation of the lifestyle plan – verification

Unit standard results

I have assessed the trainee and confirm the requirements have been met to demonstrate competency in:

Unit Standard(s) / Version / Level / Credits /
23371 Support personal planning to enhance individual lifestyles with a person with a disability / 2 / 3 / 5
/ Assessor name: / Assessor number:
Signature: / Date:

Trainee information

Before you start:

· The assessor/verifier will meet with you and talk about what you need to do.

· Read through the Careerforce workplace learning and assessment guide if you need more information about the assessment process.

As you go:

· Follow instructions for each task.

· Answer all questions.

When you finish:

· Make sure you have completed any parts where the assessor/verifier has said you need more work.

Appeals

If you wish to appeal against the assessment result or process, talk to your assessor. If you are still not satisfied, you can appeal to Careerforce by completing the assessment result appeal form that can be found online at www.careerforce.org.nz/contact/forms

Feedback

Careerforce regularly reviews our assessment and learning resources. As a user, we would appreciate feedback on how you found it. Feedback can be provided to Careerforce via:

· our online feedback form at www.careerforce.org.nz/contact/resource-assessment-feedback

· email to

Task 1: Personal planning to enhance an individual’s lifestyle

For this task, you need to support a person with a disability to develop, implement and evaluate a plan to enhance their lifestyle.

1 Acknowledgement

Identify a person you support with a disability that would like to enhance their individual lifestyle and ask them for an acknowledgment to support them with the planning, development and implementation of a plan. Advise them you will be using this as evidence for this assessment.

Ask the person to complete the acknowledgement form below.

If the person being supported is unable to sign this acknowledgement, then you must obtain permission from a family/whānau member or a guardian who assumes the responsibility to give permission.

Acknowledgement
I acknowledge that (trainee’s name) is providing support to assist me in the development, implementation and evaluation of a plan to enhance my individual lifestyle.
The process has been explained to me to my satisfaction and understanding.
I understand that:
· my personal goals, wishes, aspirations and abilities will be considered and documented during this process.
· I will be in control of the plan and that the trainee is supporting me with the process.
· the focus of the plan will be three lifestyle areas that I choose to enhance my own lifestyle and may include any of the following: social, physical, educational, vocational, cultural or spiritual, or any other area I identify.
Name of person being supported:
Name of family member/guardian
Signature: / Date:
This must be in accordance with your organisation’s policies and procedures.

2 Support a person to develop a lifestyle plan

Work with a person you support with a disability to develop a lifestyle plan to enhance their individual lifestyle.

Note: You may choose to use evidence for a person that you support where you have already participated in this process.

The plan must include the following:

· A focus on three lifestyle areas the person wishes to enhance. These might include:

– social.

– physical.

– educational.

– vocational.

– cultural.

– spiritual.

– or another area the person has identified.

· Documented personal wishes, goals and aspirations of the person.

· The person’s strengths and abilities as identified by the person.

· Identified support the person needs to achieve their personal goals, wishes and aspirations.

· Support networks that are available to help the person meet their personal goals, wishes and aspirations.

The lifestyle plan must be approved by the person with the disability either directly, or by a family/whānau member or a guardian who acts as an advocate for the person.

You must attach a copy of the person’s lifestyle plan to show your assessor that the plan meets all the requirements for this task.

Documentation Notes

3 Complete the table below with details of how you contributed to the planning process

The Planning Process
What three lifestyle areas did the person’s lifestyle plan focus on? / 1
2
3
What preparation for personal planning occurs in your organisation?
How did you support the person in the planning and development of the plan?
Think about how you communicated with the person and how you helped them to identify their goals, wishes, aspirations and abilities. /
How did you identify the support networks available to help the person to meet their identified goals, wishes and aspirations?
How did you ensure the person with the disability was in control of the plan?
Task 1: Assessor feedback to trainee

When the assessor agrees you have completed this task successfully, they will sign it off on the assessment summary page at the front of this assessment.

Task 2: Implementation and evaluation of the lifestyle plan – verification

For this task, you need to provide details of how you participated in the implementation and evaluation of a person’s plan to enhance their lifestyle and have this verified.

Details for this task should be for the same person and plan that you used in Task One.

Complete all written tasks in this assessment before asking your verifier to complete the verification form to confirm that you have participated in the planning, implementation and evaluation of a person’s plan to enhance their lifestyle.

The verifier is likely to be your manager, supervisor or team leader. This must be a person who has observed your work over a period of time and can confirm that you complete the tasks to the standard required. Your assessor may contact your verifier to discuss their comments.

Read the checklist so you know what is being verified.

1 Complete the table below to provide details of your involvement in the implementation and evaluation of the person’s lifestyle plan

The implementation and evaluation process
What was your role and function in the implementation of the person’s plan?
How did your role in the implementation of the plan support the person’s goals, wishes and aspirations of the person with the disability? /
What was your role and function in the evaluation of the person’s plan?
How did your role in the evaluation of the plan support the person’s goals, wishes and aspirations of the person with the disability?

Verification

Ask your verifier to complete the verification form below.

Verification

Note to Verifier:
You have been asked to complete this verification as the supervisor/manager of the trainee who has observed them working over a period of time.
The trainee has provided details of their participation in the planning, implementation and evaluation of a personal plan for a person with a disability.
You need to be confident that the information they have provided is correct and that the trainee has worked with a person who has a disability in the planning, implementation and evaluation of a plan to enhance their individual lifestyle.
If you agree that the information that the trainee has provided is correct and that they meet the standards, please tick the boxes below. If you do not agree please discuss the requirements with the trainee. Please comment on the trainee’s performance. The assessor may wish to contact you to discuss this verification.
I confirm that the information the trainee has provided is correct and that the trainee has participated in the planning, implementation and evaluation of a lifestyle plan for a person with a disability according to the standards below. /
· The trainee followed their organisation’s policies and procedures at all times.
Planning Process
· The trainee supported the person with a disability to describe and prioritise their personal goals, wishes, aspirations and abilities.
· Personal goals, wishes, aspirations and abilities of the person were established and documented.
· Support networks were explored in terms of their availability and ability to help the person to meet their identified personal goals, wishes and aspirations.
· Support networks were explored in terms of their availability and ability to support the person increase their abilities.
· The established plan was approved and controlled by the person with a disability, either directly or via their advocate.
Implementation and evaluation of the personal plan
· The role and function of the trainee in the implementation and evaluation of the plan supported the personal goals, wishes, aspirations and abilities of the person with the disability.
· The trainee’s involvement in the implementation and evaluation of the plan followed their role and function in the plan.
· The trainee’s involvement in the evaluation of the plan followed the principles of personal planning.
· The plan was evaluated, reviewed and amended (if appropriate) with the person with a disability against the actual outcomes and identified goals of the plan.
· The reviewed plan was approved and controlled by the person with a disability, either directly or via their advocate.
Please comment:
Verifier Name: / Designation:
Signature: / Date:
Contact details (phone/email):
Task 2: Assessor feedback to trainee

When the assessor agrees you have completed this task successfully, they will sign it off on the assessment summary page at the front of this assessment.