WHY PLAN?
Every journey needs a roadmap
Life is complicated
Number of players
Limited resources
Uncertain quality
Assign responsibility
Collect ideas on problems & solutions

WHO PLANS
* People with disabilities, families, advocates
* With appropriate supports
* Consumer & advocacy groups
* Local government agencies
* State agencies
* Legislative leaders
* Providers & their organizations

WHAT IS THE PLANNING PROCESS?
* Clear description:  Charge
* Designated leader
* Planning group with authority to act
* Timeframe
* Process for adoption
* Resources
* Communication process

WHERE ARE WE NOW?: baseline
* Inventory of community capacity
* Current waiting list
* Current quality of community services
* Current costs for community services
* Total funds supporting community services
* ***CHILDREN***

WHERE DO WE WANT TO BE?
* Assessment process for all disability groups
* Need in "setting-neutral language"
* Person-centered assessment process
* Assessors aware of range of community possibilities
* Information available about community options
* Vision & principles
* Buy-in across constituencies

HOW DO WE GET THERE? ACTION
* Clear & practical steps
* Connected to the vision
* Important to reaching the vision
* Reasonable timeframes
* Designated responsibilities
* Connection to budget 

WHAT WILL IT COST?
* Medicaid Home & Community Services Primer
* Details of current funding levels
* Commitments in place for expansion
* Contracting processes & infrastructure
* Exploration of funding enhancements & efficiency
* Transition of school-age children costs

HOW TO STOP PLANNING & START DOING?
* Clear start date for implementation
* Wide distribution & discussion
* Implementers on board
* Reformatting to smaller steps
* Review of progress
* High-level commitment to action
* Champion for the plan

HOW DO WE ENSURE QUALITY
* Basic elements of a quality system in place
* Emphasis on quality
* Data reviewed & reported regularly
* Contract procedures: clear & enforced
* Check on health & safety
* Adequate staff compensation
* Reasonable contract rates

ELEMENTS OF QUALITY SYSTEM
* Well-trained case managers with reasonable case loads
* Person-centered planning
* Standards for health & safety/regular inspection
* Personal outcome measures
* Incident reporting & investigation
* Data review & analysis
* Consumer satisfaction measures
* Staff training & professional development programs
* Quality improvement plans (providers)

HOW DO WE MEASURE PROGRESS?
* Clearly described measures
* Process & outcome measures
* Data management system
* Process for analyzing & reporting data
* Action on findings
* Evaluation of overall plan results