QUARTERLY SUMMARY	Date
Client	Meeting Date with Client
Staff	Meeting Date with WSC
Services	SLC	PS-Day	PS-Qtr	LSD1	Other (specify)
Months Covered	Qtr 3/AR	Qtr 1	Qtr 2	Qtr 4/IP
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.

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.

Individual	Signature	Date
Client
Guardian
Staff
WSC