HCBS Training

Brainstorm Long-Term Planning

The team will have a lot of ideas for moving forward after completing the Vision Boards and Outcome Statements activity. Some of these ideas are very complex and may take years to achieve.  Other ideas are simple and can be achieved within a year. There may be different opinions about what can be achieved in one year and how the goals can be completed.  Prioritizing ideas together can be one of the hardest steps the team will take moving forward.

sort ideas for year 1 planning, sort ideas for year 2 planning, sort ideas for year 3 planning

Tips for Prioritizing

  • Start by  prioritizing the ideas the team identified from Module 4 that can be easily completed now or in the first year,
  • Record the ideas that the team can complete over the course of Year 1 in Appendix C (under Year 1),
  • Identify the ideas that may take more time to complete; add those ideas to Year 2, Year 3, or your long-term plan in Appendix C (review the section in the HCBS Planning Tool the team completed in Module 4 under the “need more information” section), and
  • Add any new ideas that come up and place them in Year 1, Year 2,  Year 3  long-term plan based on the amount of time the team believes will be necessary to complete the work involved.

Discuss as a team what will happen once each idea listed in Year 1 is completed. Write down ideas for the next steps that would naturally occur in Years 2 and 3 in order to continue forward momentum toward the team’s Outcome Statements. 


Minnesota Team Checklist.  Item number 16 in Action Planning section.  The team uses assessments to agree on a reasonable list of goals and activities for the year. Score the checklist: 0 – planning not yet started, 1 – in progress, or 2 – fully in place.

Checklist item 16: The team uses assessments to agree on a reasonable list of goals and activities for the year.

Which of the ideas can begin in year 1, year 2, year 3, or long-term plan? Record the team’s decisions in Appendix C under the year 1, year 2, year 3, or long-term plan priorities.  

Minnesota Team Checklist

HCBS Planning Tool

Appendix C Excel File

Appendix C Word Document  

For your convenience Appendix C is available in both Excel and Word documents. Please access the format you prefer. 

If you haven't already done so please use these links to access the tools.