Once the assessment and integrated summary are completed and all are agreed that these present a comprehensive vision of the person’s strengths, challenges, and overall goals, a plan for building on those strengths, making strides to overcome the challenges, and work toward goals can be developed.
As with the assessment and summary, the plan should be developed together with the individual and any others that he or she wishes to involve, and all should receive copies of it.
The flowchart below shows the steps and decision points in helping clients formulate goals and develop a plan. The full explanation and detailed information for each of the steps and components in the flowchart can be found in the source document, cited in the list of references.