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Updated: Aug 9, 2026

A Computerized Functional Skills Assessment and Training Program Targeting Technology Based Everyday Functional Skills
Published on: February 13, 2020
Person-centered planning training for consumer-directed care for the elderly and disabled
Courtney B Davis1, Carol B Cornman, Marcia J Lane
1Office for the Study of Aging, Arnold School of Public Health, University of South Carolina, Columbia 29208, USA. daviscb@gwm.sc.edu
This study developed a training program for person-centered planning (PCP) to transition case managers to care advisors for the Elderly/Disabled Waiver program. The training utilizes adult learning principles for consumer-directed care.
Area of Science:
- Healthcare Management
- Social Work
- Gerontology
Background:
- The need for effective training in person-centered planning (PCP) was identified.
- SC Choice, a Real Choice/Independent Living Grant, funded the development of training materials and a program.
- The program addresses the transition from agency case manager to care advisor roles.
Purpose of the Study:
- To develop and describe a comprehensive training program for person-centered planning.
- To facilitate the transformation of case managers into care advisors within a consumer-directed program.
- To cater specifically to the Elderly/Disabled Waiver population.
Main Methods:
- Reviewed existing person-centered planning training used by developmentally disabled agencies.
- Conducted interviews and focus groups with staff and participants.
- Applied adult learning techniques in the training program design.
Main Results:
- Developed detailed training materials and a structured program.
- The training encompasses the philosophy, activities, and steps for PCP.
- The program is designed for the Elderly/Disabled Waiver population.
Conclusions:
- The developed training program effectively supports the transition to care advisor roles.
- It equips professionals with the necessary skills for person-centered planning in consumer-directed care.
- The program is adaptable for the Elderly/Disabled Waiver population, promoting independent living.
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