This tool was developed to help participants in Cash & Counseling programs set personal goals. There are three major objectives sighted for the process: To develop a structured process to ensure that the participants’ goals are clearly articulated and that the spending plan represents the needs and wishes of the consumer, to assure and improve quality at the individual level, and to use data collected for quality improvement at the program level. 

 

Individualized Budget; Independent Living; Fiscal Intermediary; Expenditures; Cash and Counseling; Participant Goal Setting (PGS) process; participants’ goals; improve quality at the individual level; quality improvement at the program level; Process for Participant Goal Setting; examples of personal goals; examples of how participants could use the program’s services and supports; spending plan worksheet; List of Goals; evaluation of workers; evaluation of consumer reports; overall program evaluation; sample cover letter 

Consumer/Participant Direction 

Marketing materials, Template / Form, Toolkit 

NRCPDS 

All States/Territories 

01/20/2010 

Elizabeth Maguire
National Resource Center for Participant-Directed Services

elizabeth.maguire.1@bc.edu
617-552-0562