Individual Service Agreements
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.
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