Lead the care or support planning process

URN: HSCCLD45
Business Sectors (Suites): Health and Social Care & Childcare Learning and Development
Developed by: Skills for Care & Development
Approved: 2026

Overview

This standard identifies the requirements when you lead the care or support planning process with individuals. This includes working with individuals to develop care or support plans to address their preferences and needs and managing records of the plans in ways that demonstrate the individuals’ ownership of them. It also includes leading the implementation of the plans and revising them with the support of others to meet changing preferences and needs.


Performance criteria

You must be able to:

  1. identify and agree the roles and responsibilities of yourself and others in the care or support planning process for individuals
  2. assess, and support others to assess the needs, aspirations, and preferences of individuals
  3. work in collaboration with individuals and others to confirm the outcomes of care or support plans
  4. co-design with individuals and others personalised plans that reflect their values, priorities, and outcomes
  5. empower and support the independence of individuals to ensure autonomy, choice, and safety
  6. work in partnership with individuals and others to manage conflicts between personal preferences, individual views, and workplace policies
  7. provide information and evidence-based research relevant to the preferences and needs of individuals to inform care or support plans
  8. lead the development of risk assessment processes that identifies potential risks and supports positive risk taking
  9. ensure care or support plans use outcome-focused language
  10. ensure plans are made available for individuals and others in their preferred format and language
  11. lead the implementation of care or support plans, identifying where it has not been possible to meet preferences and why
  12. support the reviews of progress towards outcomes and ensure changes are reflected in care or support plans
  13. address challenges arising from changes in resources and to preferences, needs, and circumstances of individuals 
  14. complete records and reports required for leading the care or support planning process
  15. reflect on how you carried out your roles and responsibilities when leading the care or support planning process

Knowledge and Understanding

You need to know and understand:

  1. the role of others in contributing to develop, monitor, and review care or support plans 
  2. how to identify and agree roles and responsibilities for care or support planning
  3. how to work in partnership with individuals to ensure care or support plans reflect their preferences and needs
  4. how to consider the holistic preferences and needs of individuals when developing, implementing, and reviewing care or support plans
  5. the influence of neurodiversity and additional needs on the care or support planning process
  6. the influence of culture, background and spirituality on the care or support planning process
  7. how to lead on dignity, kindness, and compassion in the care or support planning process
  8. how to balance the preferences and needs of individuals with the views of others   
  9. methods to support individuals and others to express their views, manage conflicts, and understand their own preferences and needs within care or support planning
  10. how to lead on the application of trauma informed principles in the care or support planning process
  11. how to support emotional regulation during care or support planning
  12. how to ensure care or support plans are presented in accessible formats 
  13. how to use digital tools and devices in the care or support planning process
  14. how to access and procure resources required for care or support plans
  15. methods for identifying, assessing, and managing risks and positive risk taking in care or support planning, including safeguarding concerns 
  16. how to work in partnership with others when leading the care or support planning process
  17. the stages, procedures, records and reports involved in developing, implementing, and reviewing care or support plans
  18. the difference between needs-led and service-led planning, and how this influences the review and changes to care or support plans
  19. strategies for addressing potential changes in resources, services, or personal circumstances 
  20. the potential challenges of reviewing and changing care or support plans for the individual
  21. theories relevant to leading the care or support planning process 
  22. the relevant legal requirements, standards of practice, frameworks and guidance for leading the care or support planning process
  23. the workplace requirements on equality, diversity, inclusion and rights when leading the care or support planning process
  24. how your personal experiences and unconscious bias may impact when leading the care or support planning process, and how to address this 
  25. the role of supervision, reflective practice and learning and development in the care or support planning process

Scope/range


Scope Performance


Scope Knowledge


Values


Behaviours


Skills


Glossary

The glossary for this National Occupational Standard is available on the Skills for Care and Development website.


Links To Other NOS


External Links


Version Number

1

Indicative Review Date

2031

Validity

Current

Status

Original

Originating Organisation

Skills for Care and Development

Original URN

HSCCLD45

Relevant Occupations

Social Care and Childrens Care

SOC Code


Keywords

Lead the care or support planning process, Health and Social Care & Children's Care Learning and Development