QUARTERLY SUMMARY	Date	02-05-11
Client	MILLIE MCKNIFE	Meeting Date with Client	03-22-11
Staff	Penelope Pine	Meeting Date with WSC	03-29-11
Services	SLC	x	PS-Day	x	PS-Qtr	LSD1	Other (specify)
Months Covered	Qtr 3/AR	Qtr 1	Qtr 2	Qtr 4/IP	Feb-Apr 2011
Write the date (dd-mm-yy), names, meeting dates, check the services the individual receives, and write the months covered for the review. Each quarter, complete the Checklist with the client and discuss with the client the progress he has made toward accomplishing his goals. Use casenotes, previous summaries, and client discussions to write a summary of activities and goal progress for each quarter, covering the required months.

*3rd Quarter - complete the Person-Centered Planning for the client's planned/projected goals for his new Support Plan year and the Annual Summary. 4th Quarter - complete the Person-Centered Planning and IP after you receive the Support Plan.
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 work on learning about different cultures by finding videos and cookbooks, choosing and preparing one recipe from a different place, and adding it to her second cookbook once a month with help (SLC).

2 Millie will enjoy her life by

a- painting/staining her wood furniture once a month with help (PS-Day/SLC)

b- working on her memory book once a month with help (PS-Day/SLC)

c- keeping her finances in order once a month with help (SLC)

3 Millie will enjoy her leisure time going places she likes by planning, budgeting and going on a special activity once a month with help (SLC)

QUARTERLY SUMMARY: Each quarter (1st, 2nd, 3rd, 4th) write a summary of activities and progress the client has made on his goals. 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 the 3rd Quarter, also complete the Annual Summary.
1 During part of the past year, Millie's main library in St. Pete was closed for renovations which limited her in going to find videos and cookbooks. When the library re-opened, we discovered that many of the videos she had access to were removed. She still has enjoyed checking out various cookbooks and has tried many new recipes from these cookbooks. Although she does not necessarily get a video to go along with the country of choice, we talk about each recipe and its origins.

2 Millie did not complete her furniture, but chose colors and is intent on accomplishing this goal once she purchases paint. She has worked on her memory book occasionally as she decides when to do this and enjoys looking through her pictures, her books, buying things to go into her memory books, and taking pictures of special things to include in her books. She has done well with keeping her finances in order and pays her bills each month with assistance by copying the amount and date onto her checks and signing her checks. She uses her spending money for personal and home items and also has gift cards that she enjoys using at Walmart.

3 Millie did not do anything spectacular during this time in terms of going places, but she has enjoyed many short activities in the community, including going to the movies, to the mall, out to eat, window-shopping and shopping. Her increasing age limits her in terms of how much time she is comfortable spending out in the community and staff has noticed in just this past year that she becomes tired more easily and quickly when doing home tasks as well as out in the community.

Individual	Signature	Date
Client
Guardian
Staff
WSC