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Department of Health Services
Division of Mental Health and Substance Abuse Services 

Index Title: Person Centered Planning

DMHSAS Info Memo Series 2009 -02
Date: March 26, 2009

To: Listserv

Area Administrators/Assistant Area Administrators Bureau Directors
County Departments of Community Programs Directors
County Departments of Developmental Disabilities Services Directors
County Departments of Human Services Directors
County Departments of Social Services Directors
Program Office Directors/Section Chiefs
Tribal Chairpersons/Human Services Facilitators

John Easterday, Ph.D

Person Centered Planning Training for Trainers

Document Summary

This memo describes an opportunity for individuals and staff of counties and tribes who have clinical experience and availability to train others statewide in Person Centered Planning. A focus on recovery oriented approaches to assessment and treatment planning will be part of the on site training that will be supplemented with follow up conference calls to enhance skill development. This training will prepare providers to meet requirements proposed by CMS that update the rehabilitation rule. In 2008, forty four counties in Wisconsin sent staff and consumers to training in person centered planning and services. Wisconsin made this training available under a grant from the Center for Medicare and Medicaid services (CMS) and engaged Diane Grieder, Neal Adams and their colleagues as trainers. Neal and Diane are the authors of a book “Treatment Planning for Person-Centered Care: The Road to Mental Health and Addiction Recovery”. Adams and Grieder as well as others used and built on the principles of person centered planning (first introduced to Wisconsin by John and Connie O’Brien in the field of developmental disability) for professionals who provide mental health and substance use services. Diane and Neal have also worked with many other states to facilitate similar efforts and related system transformation.

Training in Person Centered Planning

The Division of Mental Health and Substance Abuse Services has a grant from CMS to develop a cadre of trainers in person centered planning. Those applicants interested in training will be screened based on current skill to train others in this model. The train the trainer program consists of a two day intensive workshop to be held on April 29 and 30, 2009, in Madison with the national trainers. That training will be followed by phone calls between the trainers and trainees. A second on-site visit to meet trainees after they complete at least one workshop is planned to occur in September 2009.

Training Objectives

  • Identify how emerging new frameworks of person-centered recovery, resiliency, and wellness differ from past and current practice, guide the plan of care, and meet medical necessity.
  • Understand the importance of a clinical formulation, developed out of comprehensive multidisciplinary strengths-focused assessment data, as an essential step in building a healing partnership, and creating an effective outcomes-driven person-centered plan.
  • Define the key elements of a treatment/recovery plan as a logic model that creates a roadmap to recovery and wellness.
  • Understand and apply stage of change framework to planning.
  • Assist individuals/families articulate person-centered goals and discharge/transition needs.
  • Elaborate objectives to resolve barriers to attainment of the individual’s recovery goals in partnership with the person and family served.
  • Build on strengths, choices, preferences to recommend interventions, services, and natural supports to promote positive change.
  • Understand the concept of medical necessity and key elements of documentation.
  • Train others in person-centered planning by teaching the core curriculum, “modeling” how it can best be done, and providing coaching and feedback in a variety of challenging situations.
  • Identify and begin to address organizational system barriers to implementing person-centered services.

Requirements to Participate

Requirements to participate in this no-cost, “Introduction to Person-Centered Planning, Train the Trainer” event include:

  • Prior completion of the three (3) prerequisite trainings:
    • Recovery 101
    • Systems Transformation Using the Recovery Oriented Systems Assessment
    • Introduction to Person Centered Planning

Note: individuals that have not already participated in these trainings will need to complete them through the Bureau of Prevention Treatment and Recovery prior to the 'Train the Trainer' event.

  • A minimum of 5 years of clinical experience in mental health or substance abuse services.
  • Submission of a written assessment summary/formulation and plan based on de-identified assessment data of an individual known by and selected by the applicant. This material will be reviewed by the consultants.
  • Willingness to attend the requisite trainings:
    • April 29th and 30th , 2009
    • September 16th and 17th, 2009
  • Willingness to provide videotaped trainings for evaluation by the national consultants.
  • Commitment to provide two trainings in Wisconsin in 2009.
  • Submission of a resume and application by Monday, April 6, 2009. (See the Application section below.)


Submission of a resume, the attached application and a cover letter indicating why you are interested in becoming a PCP Trainer are required.

Submit your resume and application and cover letter by Monday, April 6, 2009, via email to:



For questions regarding this memo please contact:

Cheryl Lofton
Division of Mental Health and Substance Abuse Services
Bureau of Prevention Treatment and Recovery
1 West Wilson Street, room 850
P.O. Box 7851
Madison, Wisconsin 53707-7851

Telephone: (608) 267-1427
Fax: (608) 267-7793
TTY: 1-888-701-1252



Attachment 1: Application of Interest and Intent to Participate. (Word Fillable, 40KB)

Attachment 1a: Assessment Summary and Formulation Guidelines (PDF, 28KB)

Last Revised: July 12, 2010