Personal Plans for Complex Needs

Trainee Assessment

Personal plans for complex needs

Unit standard / Version / Level / Credits
28987 Contribute to personal plans for people with complex needs in a health or wellbeing setting / 1 / 4 / 8
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’s signature / Date achieved
Task 1: Assessment tools
Task 2: Contribute to personal planning
Task 2 Verification

Unit standard results

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

Unit standard / Version / Level / Credits /
28987 Contribute to personal plans for people with complex needs in a health or wellbeing setting / 1 / 4 / 8
/ Assessor’s name: / Assessor’s 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

· Answer all questions. Refer to real situations when answering questions but do not provide any identifying information for the person/s involved.

· Follow the instructions for each task.

· If you answer by writing, you may write either electronically or by hand.

· If you answer verbally, your assessor will write your answer(s) or may use a voice recorder.

· Your assessor or verifier will use the checklists in this Trainee Assessment when they observe your work.

· If you need help with this assessment, please contact your assessor.

When you finish

· Make sure you have completed any parts where the assessor/verifier has said you need to do 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. You can find this form 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

Definitions

A person-centred approach respects the person and treats them as an individual, focusing on their needs, abilities and achievements. It takes into account the whole person’s needs.

A personal plan is an individual or group plan for service delivery, developed by service providers together with the person or people receiving support. The plan may include their family/whānau as appropriate. It may include a care plan or a rehabilitation plan.

An organisation’s policies and procedures are the policies and procedures of the employer and include ethical codes, standards and other organisational requirements.

Assessment note

For the purposes of this assessment, contribute to means contributing to the process under the guidance of a senior health professional.

Task 1: Assessment tools

This task requires you to show your understanding of assessment tools.

1 Describe two assessment tools used in your workplace to assess complex needs.

Your description must show how the assessment tool contributes to the development of a personal plan for a person with complex needs.

Please answer the questions below. Attach your answers on extra paper if there is not enough space for your answers in the table.

First assessment tool:
What was the purpose of the assessment?
What process was used for the assessment?
How did the assessment relate to the personal plan?
Were there any legislative requirements?
What changes in a person’s condition and/or circumstances would prompt reassessment?
What were the recording and reporting requirements?
What were your role and responsibilities in the assessment process?
Second assessment tool:
What was the purpose of the assessment?
What process was used for the assessment?
How did the assessment relate to the personal plan?
Were there any legislative requirements?
What changes in a person’s condition and/or circumstances would prompt reassessment?
What were the recording and reporting requirements?
What were your role and responsibilities in the assessment process?
Task 1: Assessor’s feedback to trainee

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

Task 2: Contribute to personal planning

For this task, you need to show how you have contributed to personal plans for two different people with complex needs. For each person you must have contributed to the:

· assessment of their complex needs.

· planning and development of their personal plans according to the assessment.

· implementation of their personal plans.

· review of their personal plans.

· updating of their personal plans based on the review.

One of these two people you support must be Māori, Pasifika and/or from another culture.

Complete all the written parts of this task before asking your verifier to complete the verification checklist.

1 Answer the questions below.

Question / First person / Second person
How did you contribute to the assessment of each person's complex needs?
How did you contribute to the planning and development of each person's personal plan?
How did you contribute to implementing each person's personal plan?
What information about implementing the personal plan did you provide to the person?
How did you contribute to the review of each person's personal plan?
How did you contribute to updating each person's personal plans based on the review?

Verification

Ask your verifier to complete the verification checklist. Read the checklist so that you know what is being verified.

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

Verification form

Note to verifier:
You have been asked to complete this verification as the supervisor/manager of the trainee. You must have observed the trainee working over a period of time.
You need to be confident that the information the trainee has provided in Task 2 Question 1 is correct and that the trainee consistently performs to the standards listed in the checklist below.
If you agree that the trainee meets these 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 provided is correct, and that the trainee consistently performs to the the standards listed below.
The trainee: /
· contributed to the assessment of complex needs for two people.
This may have been by collecting data, interviewing, observations or other means.
· used the assessment results to contribute to the planning and development of the two people’s personal plans.
· contributed to implementing the personal plans for two people with complex needs.
This may include safe-care and practice, risk management, routine clinical observations and tasks, responding to changes in condition and/or symptoms and documentation.
· provided information about implementing the plan for two people with complex needs.
· contributed to reviewing the personal plans for two people with complex needs.
This may include changes in the person’s condition or complex needs, reassessment of the person’s complex needs using an assessment tool, data collection, interviewing, observations or feedback.
· used the outcomes of the review to contribute to updating personal plans for two people with complex needs.
· completed all tasks within the boundaries of their role and according to their organisation’s policies and procedures.
· demonstrated appropriate values, processes, and protocols in relation to working with Māori, Pasifika and/or people from other cultures.
Please comment on the trainee’s performance:

If you are a verifier, please give your details as the assessor may wish to contact you.

Verifier’s name: / Designation:
Signature: / Date:
Contact details (phone/email):
Task 2: Assessor’s feedback to trainee

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