Recording the self-management plan
Ensure there is a record of the self-management plan which is formed by your shared decision making and goal setting discussions. The patient/client should keep a copy as well and this can be used as the basis to measure progress and outcomes at your next meeting or appointment.
Goal setting plan
Hover over the arrows on the plan below for more information:
include the agreed goals
1. What is my goal?
To be fit enough to play golf again
the way to measure outcomes or progress towards each goal
2. Where am I at just now?
Date: 21st May
| 0 | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
3. My action list
the actions required
By when
time scales/dates
| Got off the bus 1 stop earlier | daily |
| Walk to the nearest shop and back | weekly |
| Meet friend for coffee at golf course | monthly |
| Play nine holes | in 2 months |
the way to measure outcomes or progress towards each goal
4. Where am I at just now?
Date: 21st June
| 0 | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
5. What's next on my list?
follow up
| Get off the bus 1 stop earlier everyday ✔ |
| Walk to the nearest shop and back ✔ |
| Meet a friend for coffee at golf course ✔ |
| Play nine holes |
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The self-management plan should:
- include the agreed goals
- the actions required
- the way to measure outcomes or progress towards each goal
- time scales/dates
- follow up
