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Service planning

Service planning and the individualized service plan

How support gets organized around a person's goals, in plain words, so you know what to expect and how to take part.

An open planning notebook with a pen and sticky notes on an oak table

Service planning is how support gets organized. When a person needs help, whether that is care at home, job coaching, therapy, or day-to-day assistance, someone has to decide what that help looks like, who provides it, and how it is paid for. Service planning is the process that answers those questions, and it works best when the person receiving support sits at the center of it.

The written result of that process is usually a plan. You will often hear it called an individualized service plan, or ISP, though different states and programs use different names. Whatever it is called, a good plan does the same thing. It starts with the person's own goals, describes the support that will help them reach those goals, and names who is responsible for each piece. Our guide on what an ISP is walks through it in detail.

A plan is not a form you fill in once. It is meant to be a living document. As a person's life changes, and as goals shift, the plan should change too. Most plans are reviewed at least once a year, and sooner if something important changes. If a plan no longer matches a person's real life, that is a signal to revisit it, not to soldier on with a plan that has gone stale.

The people around the table matter as much as the paperwork. Service planning usually involves the person, their family or chosen supporters, a coordinator or case manager, and the people who provide the services. The most important voice belongs to the person the plan is about. A plan written for someone, without their real input, tends to miss what matters most to them.

Service planning does not stand alone. The support in a plan is often paid for through Medicaid and its home and community-based waivers, so the two go hand in hand. And the right to a say in your own plan connects to the wider rights covered in knowing your rights. Start with the ISP guide, and use the plan as a tool that works for the person, not the other way around.

Guides in this section

Questions people ask

What is service planning?

Service planning is the process of deciding what support a person needs, who will provide it, and how it will be paid for. The result is usually a written plan built around the person's own goals, not a fixed menu of services.

What is an ISP?

An ISP is an individualized service plan. It is a written document that describes a person's goals, the support they will get, and who is responsible for each part. See our guide on what an ISP is.

Who is involved in service planning?

Usually the person receiving support, family or chosen supporters, a coordinator or case manager, and the people who provide the services. The person at the center should have a real say in every decision.

How often is a service plan reviewed?

Most plans are reviewed at least once a year, and sooner if a person's needs or goals change. A plan is meant to be a living document, not a form you fill in once and forget.