Personalisation Toolkit

The Personalisation toolkit is an on-line resource to support councils to begin to plan and deliver the transformation of their social care systems, as set out in Putting People First. Its main focus is on learning from the Individual Budget Pilot programme. As councils plan their transformation programmes, it is important, of course, to use these materials alongside others which focus on the other key priorities, including early intervention, prevention and efficiency.

The toolkit contains a range of types of material:

• Planning for Transformation framework material provides the structure for the toolkit and has been produced to support councils to conceptualise, plan and communicate their transformation programme. It builds upon established programme planning best practice, tailored to the specific challenge of introducing a system of self-directed support. Councils can easily adapt this to a wider transformation programme laid out in Putting People First. In addition to recommendations of the necessary steps to be taken, the framework also provides a wealth of templates, risk registers and examples from councils. A financial modelling tool is available to help councils project future demands and understand levers for sustainability.
• Tools and guides that summarise learning so far about critical issues and areas of development necessary to introduce a system of self-directed support, such as resource allocation, brokerage and support planning, equal access issues etc - these are mainly found within the Blueprint section.
• Examples from individual budget pilot sites of plans, policies and protocols developed to introduce a new system.

You can navigate the toolkit through programme planning stages, (see left) finding information and guides relevant to your particular stage of development. Given that detailed work to design your new systems happens at 'Blueprint stage' you can find specific guides and tools to develop different parts of your personal budget system in this section.

Apart from social care, the individual budget pilot programme tested the inclusion of a number of different funding streams in a person's budget: Integrated Community Equipment Services; Access To Work; the Independent Living Funds; Disabled Facilities Grant and Supporting People. Learning about these funding streams will be available following the publication of the national evaluation of the pilot programme.

• Planning for transformation framework: Stage summaries
  This is the Planning for Transformation Framework. It takes councils through the different stages of setting up and delievering a programme to transform their social care systems, and highlights some...
• An Introduction to the Personalisation Toolkit
  This is an introduction to the Personalisation Toolkit as a whole, intended to be read first. It describes the current policy context and the content of the Toolkit.