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Agree the monitoring process for a support plan: a. time, b. people, c. budget, d. compliance with regulators’ standards

This page is designed to answer the following questions:

NOTE: This page has been quality assured for 2023 as per our Quality Assurance policy.

For this assessment criterion, you will be required to agree on a monitoring process for an individual’s support plan that takes into account time, people, budget and compliance with the regulator’s standards.

It is important to have robust systems and processes for monitoring an individual’s support plan because their needs are likely to change over time. For example, if an individual develops a new condition, they may require additional support. Conversely, as an individual heals from a physical injury, they may need less support. The individual’s preferences may also change over time and this, too, must be taken into account. In addition, regular monitoring helps to ensure continuous improvement for individual practitioners and the service as a whole, which can contribute towards organisational quality assurance processes.


A schedule should be set for regular care plan reviews for all service users, ensuring adequate time is set aside for this process and that all stakeholders are able to attend.


All stakeholders should be given the opportunity to participate in the care review, particularly the service user and their representatives (e.g. family/carers/advocate). The service user should be consulted about who they would like to be involved in their review.


Budgetary constraints will be a consideration in the care plan review process. You will be required to ensure that you organise your time efficiently and services do not go over budget.


Section 13 of the Care Act Statutory Guidance provides information about legal requirements for care plan reviews, including the following statement:

13.10 Keeping plans under review is an essential element of the planning process. Without a system of regular reviews, plans could become quickly out of date meaning that people are not obtaining the care and support required to meet their needs.

It is recommended that learners read this guidance in full.

In addition, guidance for Regulation 9 of the Health and Social Care Act 2008 (Regulated Activities) Regulations 2014 advises that individuals or their advocates ‘must be involved in the planning, management and review of their care and treatment‘.

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