Active Planning: a core process with clients

10th November 2016

CONTENTS of this page:

1. Principles
2. Practice
3. Tools

1. PRINCIPLES

(a) Balancing

BALANCING

1. Setting objectives and plans

2. Sustaining Sensitive attunement

3. Worker Broadcasting Intentions

Balancing is necessarily a dynamic state
Sometimes one or other element will be more dominant, but over time there is a balance.
What is important is that the team does not allow the relationship between these to become RIGID or FIXED.



ACTIVITYPURPOSERISK IF UNBALANCED
1.Set objectives/plans (or Aims and Goals)To support effective change (Governance)Teleological thinking
2.Sustain Sensitive attunement (a.k.a. The Therapist's Mentalizing Stance)To hold Engagement and improve Relationship to helpPretend mode
3.Broadcasting IntentionsTo elicit support (Scaffolding existing relationships)Psychic equivalence

Coda for the curious: This Holding the Balance between different functions is analogous to the interaction of the three main functional modules of mind-brain described in Johnson, Baron-Cohen et al (2005) emergence of the social brain network.

(b) A Team Culture of Planning

"Having a plan is better than 'winging it'!"
See the separate section on Developing a team culture of planning

(c) Planning is NOT getting out of Responding!

"Sometimes mentalizing means DOING the right thing!"
Given the risky nature of the environment and the predicaments that many young people in treatment with AMBIT-influenced teams are facing, Active Planning refers to the maintenance of a culture that, while sensitively attuned to the young person or family's needs, holds to good Governance (doing things 'properly' - safely, in a timely way, and using the most effective methods) alongside the need to engage with these imperfect realities (see Scaffolding existing relationships).

(d) It's about Planning (a verb), not PLANS

Map-reading, not Maps...
Active Planning seeks to emphasise the activity of planning, rather than the holding of plans-as-things. This is not to say that it isn't important to have the appropriate documentation, just that the documentation is only worth anything if it is a record of the work of thinking... There are a range of Timescales for Active Planning(immediate, short term, and longer term).

An analogy:
In the days before Satellite Navigation, the map itself was important, but not as important as the skill of map-reading: the constant taking of bearings from the landscape, and triangulating these to check the true position on the map... allowing the adjustment of one's course; in wild country it is rare to travel from point A to point B "as the crow flies". Likewise, Active Planning facilitates the kind of strategic route-planning (taking the longer route, that avoids the swamp) that makes safe arrival at treatment goals more likely.

2. PRACTICE - the Active Planning Process


What follows are some simple steps that can help shape the actual process of coming to a Care Plan (see How to draw up a Care Plan for a stepwise guide to that specific task - this is the process that underlies it) in a way that holds to the principles of balance described in Active Planning in the team culture.

We do not presume that the actual steps in the process are very much different in practice from what goes on in effective Care Planning in many teams and treatment models. What we intend is that these steps are coherent with the rest of the AMBIT model, and are explicit rather than being carried out implicitly.




The steps in this process are explained below, but it is important to emphasise that:
1.The journey is not necessarily a sequential one
2. The details will differ according to which of the Phases of AMBIT work you are currently in




Steps in the Core process of Active Planning


Clicking this button will give you a drop-down list of the steps in Active Planning Process - Steps

The steps in this Planning Process are unlikely to contradict existing best practice, and are as follows:
OUR NAMES:CONVENTIONAL DESCRIPTIONS:
Taking Aim=Collaboratively noting the way things are (Assessment) and learning What's the problem?
Broadcasting Intentions=Using Mentalizing skills to build engagement and collaboration
Comparing Destinations=Collaboratively defining therapeutic direction (Aims and Goals); developing a Formulation and Treatment Aims
Agreeing Waymarks=Collaboratively developing a Care Plan that sets out the route ahead
Setting out together=Getting started on this specific planned work is part of the KeyWorker relationship
Taking Aim again=Reviewing, and sensitively/strategically adapting these plans

Finally, see also In my beginning is my end as one of the Engagement techniques that begins this process.

3. Tools to help

  • Teams may use tools as a part of regular practice to create structure for this process in face to face working.

  • 1. Active Planning Map
    • The Active Planning Map is a simple back-of-the-envelope tool (a simple adaptation of Maslow's HierarchyOfNeed) to help structure the interactions between worker and client.
    • Some teams may primarily use this tool just as a training exercise to emphasise the principle of collaborative care planning, attunement, and adjustments to create Contingencies in what is offered.
  • 2. Formulations and Communications