Promoting Person-Centred Services

Care Act (2014) Assessing Need and Applying the Eligibility Criteria

This one day course will provide participants with important information about The Care Act. Through case studies and the exploration and consideration of available tools for assessment, participants will be encouraged to develop the skills, knowledge, understanding and expertise required to confidently manage the assessment process and regular review of care and support plans. The training will look to draw on the expertise and experience of participants and adopt an approach of collaborative enquiry in determining the most appropriate and effective means of ensuring implementation of the Act’s requirements.  

The Care Act (2014) has been described by the Social Care Institute of Excellence (SCIE) as:

‘The most significant piece of legislation in our sector since the establishment of the welfare state. It builds on a patchwork of legislation built up since the 1948 National Assistance Act…There is a shift from the duty to provide services to meeting needs.

Of course everyone has individual needs so local authorities won’t be able to comply with the act by providing a ‘one size fits all service’ but by putting the person at the centre of their offer…Needs assessments must be carried out where it appears to an authority that they are necessary. The assessment should be appropriate, proportionate, person-centred and ensure a focus on the duty to promote well-being….Once an assessment has been made there is a duty on Local Authorities to produce care and support plans and to offer a personal budget…The Act also sets out  a duty to review Care and Support Plans to ensure they continue to meet the needs of the person…The Act requires Local Authorities to promote integration with the NHS and other key partners - this will include working through local Health and Well-Being Boards….Local Authorities expect a rise in demand for assessment because of the change in funding and entitlement.

Local Authorities will be preparing to implement most of the provisions of the Act by April 2015.


  • To equip participants to effectively and appropriately manage the assessment of adults needing services and carers in-line with the requirements of The Care Act (2014)

Learning Outcomes

To understand and be able to explain:

  • ‘Personal Well-being’ as defined by the Act
  • The purpose of assessment
  • The process of assessment
  • The requirements of the Act re: self-assessment, on-line and phone assessment, joint assessment, combined assessment
  • How assessment will determine whether needs are eligible for care and support from the local authority
  • The role of advocates/interpreters in supporting individuals to express their needs and manage their personal well-being
  • The need to establish clear inter-agency understanding and effective communication between services
  • How the assessment process relates to the requirements of the Mental Capacity Act (2005)
  • The connection between The Care Act and ‘Making Safeguarding Personal’
  • To explore and apply tools for assessment
  • To consider together case studies as featured in The Care Act (2014) Statutory Guidance


  • Domestics, aims, objectives, ground rules, introductions
  • Connections
  • A person-centred approach to assessment and service provision
  • A strengths based approach
  • Focus on outcomes
  • Creative conversations
  • Appropriate and proportionate assessment
  • Supporting involvement
  • Eligibility criteria
  • Carers assessment Record keeping
  • Fluctuating needs
  • Safeguarding
  • Resource allocation
  • Case study
  • What makes a good assessment
  • Summary
  • Close  

Who is it for?

  • All staff involved in the planning and implementation of assessment procedures
  • Advocates, interpreters, voluntary sector services

For further information please contact: 

Tina Thordal – 07815 064710 or e-mail 

Bill Horrocks – 07929 035297 or e-mail