Reviewing and Adapting Person-Centred Plans as Older People’s Needs Change

Person-centred planning for older people is not a one-off activity. As health, cognition, mobility and social circumstances change, plans must adapt while preserving identity, choice and continuity. Poorly managed reviews can lead to confusion, distress and over-restriction, while effective reviews support ageing well.

This article focuses on dynamic, responsive planning in older people’s services, building on planning fundamentals (Person-Centred Planning) and outcome-led delivery (Outcomes-Focused & Goal-Led Support).

When person-centred plans should be reviewed

Reviews should be triggered by:

  • Changes in health, mobility or cognition
  • Falls, hospital admissions or safeguarding concerns
  • Changes in family involvement or living arrangements
  • The person expressing new preferences or goals

Routine reviews should be supplemented by responsive updates, not delayed until annual cycles.

Maintaining identity through change

As needs increase, there is a risk that plans become task-driven. Maintaining identity involves:

  • Retaining personal history, routines and preferences
  • Adjusting how support is delivered, not what matters
  • Recording continuity explicitly within plans

Operational examples

Example 1: Increasing support without removing choice

Context: An older person required more assistance with personal care following illness.

Support approach: The plan was reviewed collaboratively, focusing on preserving privacy and routine.

Day-to-day delivery detail: Staff guidance specifies timing, preferred approaches and consent checks, avoiding rushed or standardised delivery.

Evidence of effectiveness: Reduced distress and consistent staff practice.

Example 2: Cognitive change and planning adaptation

Context: Gradual cognitive decline affected decision-making.

Support approach: Capacity was assessed decision-by-decision, with advance preferences embedded into plans.

Day-to-day delivery detail: Plans distinguish between choices the person can still make and areas requiring best-interests decisions.

Evidence of effectiveness: Clear audit trail supports lawful, respectful practice.

Example 3: Responding to family concern without overreaction

Context: Family raised concerns following a minor incident.

Support approach: A review balanced family input with the person’s wishes and proportional risk management.

Day-to-day delivery detail: Plans document agreed changes and reassure staff about what has not changed.

Evidence of effectiveness: Maintained independence and reduced unnecessary restrictions.

Commissioner and regulator expectations

Commissioner expectation: Commissioners expect plans to be living documents, reviewed promptly and proportionately in response to change.

Regulator / Inspector expectation (CQC): Inspectors will test whether plans reflect current needs and whether staff understand recent changes.

Governance and assurance mechanisms

  • Review timeliness audits
  • Change-trigger checklists
  • Supervision discussions focused on adapting support

Responsive, person-centred reviews protect older people from both neglect and unnecessary restriction, ensuring services remain lawful, compassionate and effective.


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Written by Impact Guru, editorial oversight by Mike Harrison, Founder of Impact Guru Ltd — bringing extensive experience in health and social care tenders, commissioning and strategy.

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