The Individual Service Agreement (ISA) is developed and then written from the Service Planning meeting that occurs at least annually. It is a personalized and ongoing process where the consumer and their family, representatives of different programs or anyone else the individual or family may want to invite (i.e. friends, employer, etc.) get together with the Case Manager or Designee to discuss the individual's capabilities, any challenges they may face, what they would like to be working on in the upcoming year as well as to assist in planning for their future. If the consumer has a guardian that person is also an integral part of the team in establishing the direction of services for the upcoming year.
 

Case Management Plan

The Case Management Plan (CMP) is used for individuals who receive Case Management services only. The CMP should include a brief description of what is currently happening in the individual’s life and their future dreams and aspirations. Included in the plan should also be any referrals that need to be made, services that are needed that the individual does not have now or services that may be needed in the future.