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Person-Centered Recovery Planning and Documentation in Personalized Recovery Oriented Services (PROS)


Focusing on the Gold Thread

A person-centered approach supports individuals to drive their own recovery and encourages a holistic method of collaborative planning.

Individualized recovery 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 individualized recovery 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.

    Marlo (Maria Lourdes) Pasion, LCSW, is a program associate for the Center for Rehabilitation and Recovery (CRR) at the Coalition for Behavioral Health. She collaborates with New York City behavioral health providers on enhancing access and quality of person-centered and recovery-oriented services through her provision of trainings and technical assistance.

    Prior to joining CRR at The Coalition, Marlo served as program director at The Mental Health Association of New York City (MHA-NYC)’s Harlem Bay Network Personalized Recovery-Oriented Services (PROS) program. Her diverse direct practice experience includes human services within the domains of youth residential and youth outreach, families with children diagnosed under the autism spectrum, older adults, adult behavioral health, and survivors of domestic violence. Marlo is a graduate of University of California, Santa Cruz, and New York University’s Silver School of Social Work. She most recently became certified as a Mental Health First Aid USA Instructor.

    Mariciel Eugenio, MSW Candidate, is the Intern for the Center for Rehabilitation and Recovery (CRR) and Policy and Advocacy Team at the Coalition for Behavioral Health. She is currently in her second year of graduate school at New York University Silver School of Social Work and is graduating this May. She attended University of the Pacific in Stockton, California for her undergraduate degree in Psychology.

    Prior to interning at the Coalition, Mariciel interned for Metropolitan Hospital’s Assertive Community Treatment (ACT) Team. Before moving to New York in pursuit of her master’s degree, Mariciel worked with a Managed Care Organization, San Francisco Health Plan as a care coordinator. As a care coordinator, she worked with 3-5% of the highest utilizers of emergency services and her main goal was to reduce rehospitalization rates.

    Mariciel also has direct service experience working with families and children diagnosed under the autism spectrum, at-risk and runaway youth, older adults, individuals who are incarcerated, and adults with a mental health diagnosis.

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

    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 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, Interim Director 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:

    **This is a two-day training is for PROS programs only, participants must be able to commit to attending both sessions.

    Dates: Tuesday, March 20th and Wednesday, March 21st, 2018
    Time: 9:30am - 4:30pm (both days)
    Location: The Coalition Conference Room | 123 William Street, 19th Floor, Suite 1901 | Manhattan

    ***To register for this training, please email a request to Marlo Pasion at

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