Effective Date: 



Updated: 12/2007


To organize the person's preferences in scheduling and preparing for his or her Personal Support Plan (PSP) meeting.


When to Prepare

Complete at the time of the third quarterly review.


The qualified intellectual disability professional (QIDP), person served and, if needed, someone who knows the person best.

Who Completes Form

The QIDP/designee completes the form.

Note: When preparing the form, remember the person's perspective.

  • Provide his or her answers as clearly as possible.
  • Ask if the person needs help by someone he or she chooses.
  • If the person can't choose someone, his or her team chooses.
  • Obtain any adaptive communication equipment needed to facilitate communication.

Form Retention

File must be accessible and kept in the QIDP's files/office.

Detailed Instructions

1. Relationship to You — Explain to the person that it is time to plan for their annual meeting. Let him or her know that various people, such as their doctor, will want to speak to them to prepare for this meeting. Also tell the person that their team members will be meeting. Ask the person if he or she would like anyone else to attend the meeting.

  • Does this person have favorite family members, friends or support people?
  • Does the person "light up" for certain people when they come around?
  • Who are the people who make the person's day go better?
  • Who does the person trust?
  • Who does the person care about?
  • Who does the person most like and want to spend time with?
  • Who really "gets" the person and seems to understand them better than most people?

The QIDP documents the people the person wants to attend on the form.

2. What are you proudest of accomplishing this year? — Ask the person the following questions to find out what he or she is proud of accomplishing this year.

  • What do you do at work that makes you happy?
  • What have you learned to do?
  • If the person is unable to communicate this, review programming to see progress over the past year.
  • Ask the person who knows him or her best to share things they know the person has learned or is proud of accomplishing.

3. What do you/we need to talk about at your meeting? (What's important about where you live, work, etc.?) — Ask the person what needs to be discussed at their meeting.

  • Explain that this is one way he or she can tell their team what they want or don't want in their life.
  • Topics of discussion: What's important about where you live, where you work, your relationships, money, community activities, etc.

4. Is there anything else that you would like for your meeting? — Ask if the person needs help completing Form 6605, Personal Focus Worksheet. If so, who can help?

5. Where would you like this meeting held? — Do your best to offer choices while watching for indications of a preference, such as facial expressions, body language, etc.

6. When would you like to have your meeting?

  • When presenting this question, consider if the person attends work, school and preferred activities. Let the person know that he or she doesn't have to miss these activities.
  • Ask what time of day he or she would like to meet (morning, afternoon, evening).
  • Ask if the person has a day during the week he or she prefers, such as Monday, Tuesday, Wednesday, etc.
  • Ask if the person cares when the meeting is held.
  • Document if no preference is communicated.

7. Completed by/Date Completed — Sign name, title and date of those completing the form. Enter date when form is completed.


  • Facilities that need to tentatively schedule PSP dates earlier than three months may need to obtain input from the person by completing this form at that time.
  • If scheduled further than three months out, the tentative PSP date should be reviewed at the time of the quarterly review and confirmed with the person.

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