ANNUAL SUMMARY/3rd QUARTER	Date	02-05-11
Client	MILLIE MCKNIFE	Meeting Date with Client	02-07-11
Staff	Penelope Pine	Meeting Date with WSC	02-21-11
Services	SLC	x	PS-Day	x	PS-Qtr	LSD1	Other (specify)
Months Covered	Qtr 3/AR	May 2010-Jan 2011; Feb-April 2010
Write the date (dd-mm-yy), names, meeting dates, check the services the individual receives, and write the months covered for the review. Complete the Person-Centered Planning, using that information to complete the client's planned/projected goals and an action plan for accomplishing each goal for his new support plan year. The Annual Summary, Quarterly Summary, and other documents from the Checklist are provided to the WSC in the 3rd Quarter and make up the total Annual Report. * The 3rd Quarter Annual Summary covers the first 9 months of the current support plan and the 4th quarter of the previous support plan.
PROJECTED GOALS: Write the client's planned/projected goals from his Person-Centered Planning for his new support plan year, numbering each goal and showing the service responsible for each goal.
1 use my cookbooks and other recipes to plan and prepared meals (SLC)

2 pay my bills and keep my money in order (SLC)

3 do interesting things at home and in the community (work on memory book, go out for coffee, Busch Gardens, window-shopping, etc) (SLC)

4 be as independent as she can in her home (PS-Day)
CURRENT GOALS: Write the client's current goals (from the SP or as changed), numbering each and showing the service responsible for each goal.
1 Millie will create a Christmas recipe book by finding, preparing, trying out, and collecting recipes she likes with help one time a month (SLC)

2 Millie will live in her home and enjoy every day by:

a. completing her daily living tasks (chores, grooming) with help one time a week (PS-Day)

b. checking and updating her calendar of activities and appointments with help one time a week (SLC)

3 Millie will enjoy time in her community by:

a. using pictures she takes of activities in her memory book one time a month with help (PS-Day)

b. painting wood furniture at home one time a month with help (PS-Day)

c. planning for and participating in a special activity of her choice one time a month with help (SLC)
ANNUAL SUMMARY: Write a summary of activities and progress the client has made on his current goals during the 1st, 2nd, and 3rd Quarters (the first 9 months of the SP). Include the 4th Quarter Summary of activities and progress made on goals during the previous 4th Quarter (the last 3 months of the previous SP). Progress summary should include what the client did to accomplish each goal (Performance), what staff did to assist him to achieve his goals (Strategies), how often staff helped with goals (Frequency), whether the client was successful and satisfied with his progress, and the results of his training (Assessment). Include his future plan for what's next.
For 4th Quarter Summary, see Quarterly Summary for Quarter 4, Feb-April of 2010.

From May 2010-Jan 2011, Millie worked on each of her goals as time permitted and as she wished.

Millie collected recipes, tried them out and decided which ones to put into her 2nd Christmas recipe book. She went through books and magazines and she and her SLC discussed the areas the recipes came from and she made shopping lists, shopped for ingredients, and prepared and tasted her recipes. For this book, she also included recipes for different breads she has tried, her annual Christmas party recipes, and a few others besides ones from different states and countries. Her SLC is still typing them up and once completed, Millie plans to give copies of her recipe book to people she cares about.

Millie lived in her home and enjoyed each day, completing her chores and grooming tasks with assistance from her PS-Day staff. She needs total assistance with showering, but worked on the things she can do independently such as putting on her shoes, vacuuming in the kitchen, and cleaning counters. She needs to continue to work on cleaning the sinks after she uses them. In addition, she updated her calendar almost every week with appointments and activities and takes great pride in checking her calendar and keeping up with things.

Millie planned and participated in a variety of activities during the past 9 months, enjoying going to the movies, out to eat, celebrating special occasions such as birthdays and holidays, and decorating for Christmas and planning and giving her annual Christmas party. Due to her advancing age, we do not often plan big "adventures" as she becomes tired very easily. We do plan smaller activities such as going to the St. Pete Pier, looking at Christmas lights, going to the mall, and out for picnics in nearby parks which she enjoys very much. She did not work much on her memory book and has a lot of pictures to catch up on. She also did not paint her furniture although she picked out colors. She still plans to do this with help, but it is not a big goal for her as much as getting used to her new home is.

Future Plan: From Feb-April of 2011 (4th quarter of current SP) Millie would like to concentrate on becoming more familiar with her new home and routines, encourage her SLC to finish typing up her recipes, and check out some new picnic areas in St. Pete.
Individual	Signature	Date
Client
Guardian
Staff
WSC