Methods, Models, & Tools

Who Should Attend:

This course is appropriate for individuals who have a strong interest in developing the facilitation skills used to support increased or improved group collaboration. Social workers, medical professionals, case managers, care professionals, policy makers, and care partners are encouraged to attend.

Course Objectives:

Objective #1: Understand the impact that existing policies and practices for service planning within human service systems have on individual/family choice, control, and self-efficacy.

Objective #2: Develop basic skills related to facilitating person-centered planning, including competency in:

  • The Drexler/Sibbet Team Performance Model as it is used to design consumer-directed planning processes.
  • Graphic facilitation and the use of visual mapping tools to draw out and organize information about an individual’s and family’s personal vision, values, capacities, and needs.
  • Clarifying goals and developing strategic plans, designing individually tailored support networks, and accessing resources within communities and human service systems.

Objective #3: Learn techniques and strategies for managing interpersonal dynamics within planning teams.

Objective #4: Gain a general working knowledge of primary funding sources and ways to creatively combine sources to develop an individualized budget.

Objective #5: Acquire an understanding of the components of service brokering and strategies for negotiating sustainable service agreements.

Course Schedule:

  • DAY 1: ORIENTATION - Introduction to person-centered planning principles and the Team Performance Model.
  • DAY 2: MAPPING SKILLS - Learn graphic facilitation and mapping tools to clarify personal vision, values, strengths, and community capacities.
  • DAY 3: GROUP PROCESS SKILLS - Explore group dynamics and practice models and tools for effective teamwork.
  • DAY 4: RESOURCE PLANNING - Experience facilitation techniques to discover opportunities, engage natural supports, and manage risk.
  • DAY 5: CREATIVE FINANCING & CONFLICT NEGOTIATION - Learn to develop budgets through resource utilization and negotiating agreements.

Patty Cotton, MEd

Patty Cotton, M.Ed., offers educational programs, facilitation, and professional development services related to creative planning, strategic visioning, and individual and family-directed service designs. Patty has coordinated numerous federally-funded projects with a particular emphasis on model demonstration and system change in adult services. She has extensive background in process facilitation, service brokering, and development of natural support strategies. Patty has authored several publications on person-centered planning and natural supports and provides training at both the state and national levels.

Pam McPhee, MSW

Pam McPhee, MSW, is a founder and the Director of the Browne Center and is on the faculty of the Outdoor Education Program at the University of New Hampshire. Pam has had a varied career working for Outward Bound, as a school social worker, and as an organizational consultant. Her focus is on helping individuals and groups develop their own deliberate culture through inter- and intra-personal skill development.

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Date & Time

Thursday, June 15, 2017 -
9:00am to 4:00pm
Friday, June 16, 2017 -
9:00am to 4:00pm
Thursday, June 22, 2017 -
9:00am to 4:00pm
Friday, June 23, 2017 -
9:00am to 4:00pm
Monday, June 26, 2017 -
9:00am to 4:00pm

Registration Fee

Registration Fee: $650*
*$600 per person if registering a group of three or more.
*Registration includes coffee and light continental breakfast. Does not include lunch.

  • Participants in this workshop are eligible for 35.0 staff development credits/hours
  • Approved for 30 Category I Continuing Education Credits by the New Hampshire Chapter of the National Association of Social Workers.

Note: If you plan to take this course for UNH credit, DO NOT continue with online registration through the IOD. Please register through the UNH Registrar's Office by calling 603-862-1500. Course Name: SW 797/897 - Person-Centered Planning (4 credits)


New Hampshire Hall, 124 Main Street, Room G44
The Browne Center, 340 Dame Road
Durham, NH 03824

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