Getting Started: Planning the Change


Get started by planning the change. In this section, we will carefully consider the process and the methodologies largely applied to transformation planning for the PCSP standard with regards to care planning to support mental health. We start by understanding the importance of a structured approach, what successful transformation looks like and also which tools to use when measuring progress and agreeing outcomes. 

Planning the change and transformation process

You can work towards improved personalised care and support planning (PCSP) which better meets people’s needs and enables information sharing by working through the structured approach suggested in the PCSP toolkit (see side bar for link to Toolkits).

For any transformation planning, remember to consider the ‘fundamental questions’  as stated in PRSB’s transformation guidance.

If this change is going to be successful everyone who needs to must understand the purpose of the change and what a successful conclusion might lead to. This works best when the change is framed in the form of a compelling narrative, that connects with people emotionally as well as intellectually. Understanding your stakeholders and how the project will benefit them will help you develop your own local narrative. Carrying out a stakeholder analysis will also help you identify the people you need to actively engage with and contribute to your project and how to get the best from your leaders and sponsors.

Useful resources (click to view): 


  • Fundamental questions for transformation
  • Understanding your stakeholders
  • Stakeholder analysis

What does successful transformation look like?

Before embarking on a digital transformation and discussing the approach and methods of measuring outcomes, first it is important to understand what successful transformation looks like.

Start with the end in mind

Changes to the approach to personalised care and support planning, and to the ways that plans might be made available digitally, will need to be piloted in different parts of the system. These might be geographies, specific services, Primary Care Networks or others.

  • Screenshot_2022-02-18_at_16.01.14-removebg-preview
    Learn more about what a successful transformation looks like
  • Screenshot_2022-02-18_at_16.01.46-removebg-preview
    Learn more about planning a successful pilot

Applying the 'convoy' approach to PCSP implementation planning

All major projects need to be able to be divided into elements or streams of work for a successful conclusion. For the adoption of personalised care and support planning in Community Mental Health Services we might envision these elements as part of a “convoy”. The journey will not be complete until all parts of the convoy have arrived, but realities and constraints might mean they move at slightly different speeds and may need to take slightly different routes.

Click the link to read more about the convoy approach and how it can be applied to implementing the PCSP standard.

When determining the approach, ask yourself...

  • Is this version of the convoy one that works in your area?
  • If not, what alternative will you adopt to ensure the programme establishes and maintains momentum?

You may find the below resources helpful when considering these questions (click on each item to view);

  • Designing and conducting your stocktake
  • Develop a business case
  • Engaging stakeholders
  • Capturing benefits of the PCSP standard

Agreeing how to assess progress and outcomes

In the context of systems which are continuously improving it can be said that “better is never finished”. Nonetheless, it is important to track progress towards the goal of a fully effective system of personalised care and support planning (PCSP) which is digitally enabled. 

Click the link to read more about agreeing how to assess progress and outcomes.

Working with system suppliers for digital transformation

Digital transformation usually involves procurement or evaluation of technology suppliers. You may also want to ask your (potential) suppliers the following: 

  • The system supplier diagnostic table is useful to ask potential suppliers how their product supports both the PCSP and CIS (Centre for Internet Security – international benchmark for defending IT systems and data against cyberattack standards and future plans for improvements
  • To demonstrate their conformance with the PCSP standard as defined by the PRSB Conformance pack

The system supplier diagnostic table (available on the resources page) can be used as a conversation aid with a single supplier (for example an incumbent supplier as part of continuous improvement) or across multiple conversations (within procurement rules) to contrast different offerings. You might also want to add to the diagnostic table and build your requirements specification through the work you do in the stakeholder analysis, stocktake and simulation.


Examples of digitally supported care planning

What is your work programme and outline timetable to develop a strategy for a system of personalised care and support planning (PCSP) which is digitally supported? 

Click each button below to view two differing examples of digitally supported care planning