Annual Planning  

Each person receiving CLBC services has an annual planning process, typically coordinated by your agency or a CLBC facilitator. This is a chance to: 

• Review the person’s goals and progress 

• Update the support plan 

• Discuss any changes in health, routines, or relationships 

• Identify any new training or safety concerns 

Your role as the provider is to: 

• Share observations and feedback 

• Help identify meaningful goals 

• Ensure documentation is up-to-date 

• Participate in any follow-up actions 

Planning meetings are also where funding levels and service arrangements are discussed, so your involvement is essential.