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Step 2: assessment, care planning and review







Step 2 Workshop

Time: Half Day

Aim: The Domiciliary Care Worker will understand holistic assessment and its relevance to advance care planning.  They will explore systems to discuss, record, review and share assessments appropriately.

Objectives: By then end of the session the end of life domiciliary care worker will be able to:

  • Recognise the importance of holistic care assessment and planning
  • Show awareness of the key features of advance care planning
  • Recognise collaborative working methods
  • Be aware of the physical effecs of illness on the service user


Attendance Register - register.

Presentation - overview of Step 2 workshop.

The Route to Success - the programme is based on The Route to Success and guides each workshop.

Flip Chart Sheet - learning aid.

Support Sheet 16 - provides an overview of Holistic Assessment. 

Holistic Common Assessment Guide - provides comprehensive guidance on carrying out Holistic Assessment.

Case Study - learning aid case study around a stroke patient.

Care Plan - template to use to assist development of care plans.

Best Interests at End of Life - practical guidance for best interests decision making and care planning at end of life.

Support Sheet 12 - provides information around the Mental Capacity Act.

Support Sheet 13 - provides information on decisions made in persons best interests.

Two Stage Test of Capacity - Care Quality Commission Mental Capacity Act guidance for providers.

Support Sheet 4 - provides information on advance decision to refuse treatment.

Preferred Priorities for Care - a document to use in advance care planning for the patient to record their preferred priorities for care (PPC).

Guide to Preferred Priorities for Care - guidance on how to use the preferred priorites for care (PPC) document.

Planning for Your Future Care - booklet providing a simple explanation about advance care planning.

Capacity, Care and Advance Care Planning; a guide for health & social care staff - guidance for health and social care staff around assessing capacity and developing a care plan.

Support Sheet 3 - provides information on advance care planning.

Support Sheet 18 - provides information on PPC.

Supportive Care Record - to record and monitor individuals who require end of life care.

Your Role as a Care Worker - provides information on the care worker's role in holistic assessment.

To Do List - check list of actions to be completed before the next workshop.

Evaluation - allows the delegate to provide feedback to the facilitator, which will help to improve future workshops.