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Person-Centered Recovery Planning and Documentation


Focusing on the Golden Thread

A person-centered approach supports individuals to drive their own recovery and encourages a holistic method of collaborative planning. Individualized recovery and service planning goes beyond the management of diagnosis and symptoms to more fully appreciate the importance of an individual’s valued cultural preferences, natural supports and recovery-based life role goals.

This skills-focused training will provide an overview of the core principles of recovery and service planning with a focus on the “nuts-and-bolts” of implementation from both a process and a documentation perspective.

Participants will have the opportunity to engage in interactive exercises where they will be able to put together the pieces of a quality plan that integrates assessments, life role goals, SMART objectives and skills-focused interventions that are needed to reach an individual’s recovery goals.

At the conclusion of the training, participants will be able to:

  • discuss the flow of person-centered planning
  • articulate the difference between treatment goals and recovery goals
  • explain techniques for conducting assessments utilizing a recovery-oriented approach
  • use strengths-based, recovery oriented language in documentation
  • construct the following elements of a person-center plan including: recovery-based life goals, SMART objectives, and measurable interventions (services)
  • identify tools and techniques to utilize for progress notes
  • Names and qualifications of facilitators:
    Amanda Saake, LMSW, CPRP is a Senior Program Associate for the Center for Rehabilitation and Recovery at the Coalition for Behavioral Health, where she provides training, consultation, and technical assistance to community behavioral health providers in New York City. In addition to these activities, Amanda frequently presents at regional and national conferences. Amanda has presented person-centered recovery planning at national and regional conferences alongside leading experts in the field including Dr. Janis Tondora and Maria Restrepo-Toro from Yale University and Diane Grieder, author of Treatment Planning for Person-Centered Care.

    Her areas of training expertise include: person-centered planning, integrating health and wellness in behavioral health, overcoming institutionalization, psychiatric rehabilitation, fostering recovery-oriented practice, facilitating recovery-focused groups, cognitive behavioral techniques in group work, harm reduction theory and practice, coping, social, & living skills training, and shared decision making.

    Amanda is a certified Mental Health First Aid Instructor and is a graduate of Marywood University (Scranton, PA) and Columbia University School of Social Work (New York, NY). Amanda has worked in a broad range of community behavioral health settings including supportive housing, Assertive Community Treatment (ACT), harm reduction, LGBT youth outreach, and Personalized Recovery Oriented Services (PROS) as both a practitioner and supervisor. Amanda has been a member of the Certification Commission for Psychiatric Rehabilitation’s (CPRP) Board of Subject Matter Experts (Psychiatric Rehabilitation Association) since 2013. In her current position, Amanda strives to build the capacity of community based providers to deliver high quality, recovery-oriented services so as to increase service access and quality so more people can achieve the promise of recovery.

    Amanda’s commitment to the promotion of recovery-oriented interventions is also personal and predates her professional development, stemming from her first encounter with mental health services at the age of 17.

    Melissa Thomas, LCSW is a Senior Program Associate for the Center for Rehabilitation and Recovery at The Coalition for Behavioral Health, Inc., where she provides training, consultation, and technical assistance to community behavioral health providers in New York City. Her areas of training expertise include: Person-Centered Planning, Mental Health First Aid, and Implementation and Integration of Home & Community Based Services (HCBS). Prior to joining The Coalition, Melissa provided contract management/oversight and technical assistance to mental health rehabilitation programs funded by the NYC Department of Health & Mental Hygiene including: Assisted Competitive Employment(ACE), Clubhouse, Mobile Outreach, Peer Bridger, Psychosocial Club, Recovery Center, and Supported Education programs. Melissa also has direct practice and supervisory experience in Assertive Community Treatment (ACT), Supported Housing, and Transitional Employment programs. She received a B.A. Psychology from the State University of New York at Albany and MSW from Fordham University.

    * Information for Continuing Education:
    This course is approved for 12 LMSW/LCSW CE hours.
    This course is approved for 12 CASAC/CPP/CPS CE hours.

    In order to receive the CE hours participants must: attend both sessions; arrive on time; stay for the full session; submit a post-test; and document their attendance via the Social Work CE sign in and sign-out roster. No credit will be provided for partial attendance.

    Important Notice: The Coalition of Behavioral Health Agencies SW CPE is recognized by the New York State Education Department's State Board for Social Work as approved provider of continuing education for licensed social workers #0098.

    For questions about CE credits please contact: Amanda Saake, Senior Program Associate for the Center for Rehabilitation and Recovery at

    Fee: While this workshop is free of charge, there is a $50 cancellation fee if registrants do not cancel more than 24 hours in advance. To cancel, please email Deborah Short at: or call 212-742-1600 x 235.

    ** This is a two-day training, participants must be able to commit to attending both sessions.
    Dates: Tuesday, and Wednesday, January 23 and January 24, 2018
    Time: 9:30am - 4:30pm
    Location: The Coalition of Behavioral Health Agencies, Inc. | 123 William Street, 19th Floor, Suite 1901 | Manhattan

    **We reserve the right to limit the number of attendees per organization based on the
    demand for the workshop/meeting.**