Unit of competency Outline

Date retreived
22/07/2026 11:14 PM AWST

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Facilitate goal directed planning

Facilitate goal directed planning

Unit of competency
National Code
CHCCSM009
State Code
OEL49
TGA Status
Current
DTWD Status
Approved
Current Release Number
1.00
Current Release Date
08/12/2022
View on TGA
State Implementation and Classification
Approved Date
03/07/2023
Field of Education
090599 - Human Welfare Studies And Services, N.e.c.
Original Release Date
03/07/2023
Nominal Hours
60
Description
This unit describes the performance outcomes, skills and knowledge required to work collaboratively with people to plan and make informed decisions for the provision of services and resources aimed at maximising and enhancing their independence and quality of life.Workers at this level will demonstrate autonomy, well-developed judgement, adaptability, and responsibility and are typically already experienced in working intensively with people with complex and diverse needs.This unit applies to work in a broad range of contexts where a high level of collaborative planning skills and knowledge is required to develop a plan based on needs that have been pre-determined in an assessment process.The skills in this unit must be applied in accordance with Commonwealth and State or Territory legislation, Australian standards and industry codes of practice.No occupational licensing, certification or specific legislative requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1. Undertake planning to address person’s identified needs and goals.
  • 1.1. Collaborate with the person to confirm needs and goals as a basis for planning.
  • 1.2. Investigate range of options available to address the person’s identified needs and achieve their goals, incorporating legal and ethical considerations.
  • 1.3. Support the person to make informed decisions regarding their plan that reflect understanding of their current situation, likely future situation and ensuing needs.
  • 1.4. Recognise and respect the person’s right to self-determination within legal parameters.
  • 1.5. Identify risks and barriers to plan implementation and develop strategies to address them.
  • 1.6. Develop a plan that builds on the person’s strengths and abilities and incorporates their identified goals, needs and preferences.
  • 1.7. Collaborate with the person to structure a range of services in a manner that builds on and strengthens natural supports.
  • 1.8. Devise alternative strategies to meet the person’s identified needs when specific services are not available.
  • 1.9. Provide the person with cost details and work with them to ensure their plan is sustainable in relation to costs, access and availability.
  • 1.10. Document plan in the person’s own words, clearly identifying all tasks and who is responsible for performing them.
2. Collaborate with others to communicate the plan.
  • 2.1. Work in collaboration with other professionals and organisations to provide services to maximise the person’s potential for achieving their goals and meeting their needs.
  • 2.2. Explain roles, rights and responsibilities of person and service providers and ensure they are clearly documented in the plan.
  • 2.3. Maximise involvement of the person and other people identified by the person in planning processes and decision making.
  • 2.4 Consult and coordinate with other service providers to plan for complex situations.
  • 2.5. Establish and maintain communication processes to ensure effective implementation of the plan.
  • 2.6. Share information between organisations and support maintenance of information by all parties involved, according to organisational policies and procedures for privacy and confidentiality.
3. Respond to people with different needs.
  • 3.1. Collaborate with person to ensure planning process is culturally sensitive and appropriate.
  • 3.2. Work in conjunction with other organisations and communities by involving representatives in the planning processes, according to the person’s needs.
  • 3.3. Facilitate access to planning for people in complex situations and with different levels of need.
4. Monitor implementation of plan.
  • 4.1. Regularly monitor the planned services, support and resources against person’s identified goals to ensure effective implementation of plan.
  • 4.2. Identify any gaps in planned services and make adjustments to address them.
  • 4.3. Maintain collaborative relationships with the person, their carer, natural supports and other service providers.
  • 4.4. Work with the person to adjust the plan as necessary following reassessment of risks and needs.
  • 4.5. Document and report any variations to the plan in line with organisational policies and procedures.
No information
No information
Replaces
State Code National Code Title Type
AVC27 CHCCSM001 Facilitate goal directed planning Unit of competency