Goal Planning – Module three


The Goal Planning Cycle

The Goal Planning Cycle


The goal planning cycle is the same in all our services, even though some of the details, actions and templates differ slightly.

Critically any time a person wants to change their plan then we can change it! Changes to Long Term Goals do require a full planning process, while Short Term Goals can be stopped or added at any time.

By the end of this module you will:

  1. Understand the Goal Planning cycle for your service
  2. Understand your responsibilities in the Goal Planning cycle


The following is universal to all our services:

First we CHECK – check in with the person about how they are doing with their goals, check with staff and family/external supports about how they think things are going and check the other information we have at hand that might inform the goal planning (for example My Life Survey, goals from school, any other assessments and plans).

Then PLAN – this is where Goal Planning meetings are held and Goal Plans are drawn up. We separate goals into Long and Short-term goals, and then even further into actions so that they are easier for the person (and us) to follow and track achievements.

Finally, we ACT on the plan and work hard to support the person to achieve their goals. We should be regularly talking with the Person and people around them (staff and natural supports) about how the goals are going, and if Short-term goals need to be changed, put on hold or stopped we can do this without having to go through the full process. Likewise, adding additional Short-term goals can be done without a Goal Planning meeting. We just need to document these changes in the Key Worker Report/ Progress Report.


Click on the link to go to the training relevant to your service: