A useful care-plan review asks whether someone unfamiliar with the person could understand the agreed support. Use a small, purposeful sample to explore the quality of the information and how it is used.
Choose a purposeful sample
Include different support needs, recent changes and any concerns already raised. Record why you chose the sample and its limitations. A small sample can reveal questions to investigate; it does not prove that every record meets the same standard.
Read for the individual
Can you identify what matters to the person, how they communicate and the support they have agreed? Check whether instructions reflect current needs and preferences. Discuss unclear points with the appropriate lead and involve the person through your agreed review process.
Compare the plan with practice
Follow one aspect of support through the assessment, plan, daily records and review. Look for unexplained differences. Record the question and the evidence, rather than treating a tick in a checklist as proof that the support happened.
Follow through
Agree the change, the responsible person and how you will check it. Address immediate concerns through your service’s escalation arrangements. Keep personal care information within approved secure systems and share only what is necessary.
Your takeaway checklist
- The sample and its limits are recorded.
- The person’s preferences and current needs are clear.
- Differences between plans and records have been explored.
- Actions include a follow-up check.
Official guidance to read alongside this guide
Regulation 17: Good governanceThis is practical preparation guidance. Check the current requirements relevant to your service and obtain advice on your own arrangements where needed.