"Ideal Daily Game Plan", Long and Short Term Goals; Tools from MY OT Toolbox for YOU

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Mardy Ross's picture
Mardy Ross
Title: LumiGRATE Poster - Top of the Totem Pole
Joined: Feb 16 2009
Posts: 1200
User offline. Last seen 7 hours 2 min ago.

As an occupational therapist, I focus consultation and 'treatment' around function, and just as I want Lumigrate to be streamlined for people, as time and energy are limited for so many people, I have taken that approach as an OT as well. 

The other side of that coin is that today many people don't have the insurance or the money for copays or fees for what occupational therapists 'do', so I'm frequently essentially distilling a lot of occupational therapy training and other education to people related to their specific case.  What seems to be needed for many people I will then put on Lumigrate, knowing that as time goes on we then develop a bunch of useful information to help many people. 

I find it interesting that in a conversation this weekend with another provider who coaches patients with fibromyalgia verbalized the problem of 'forgetfulness' with her clients related to their carrying out the things they are discussing and agree upon as things to do for turning around the health issues.  I was preparing this to post here for a client/patient/case/team I'm working with currently to use as a resource -- someone with a totally different 'medical malady', as a friend of mine likes to call things. 

There likely are many who can benefit from this "Daily Game Plan".  This is something I developed in the past five to ten years and used with overall success with patients who have had anything going on with their body/mind/spirit which was making them forgetful or in disarray related to taking care of their daily needs and habits for the best interest of their health and well-being.  That can be strokes, fibromyalgia, attention deficit disorder, Parkinsons disease, and various conditions related to dementia or simply being overwhelmed with a family medical crisis or being in menopause!  

This is something each person/team can develop and change, then fine tune and photocopy the original of so that every day the person has a new checksheet to go by.   Every person's mind works a bit differently, and some people are going to be more inclined to use a tool like this, but it's a good place to start with every person having difficulty working all the things into their day they are wanting to do.  It goes hand in hand with goal setting or intention setting.  Please refer to the forum on Life Coaching for more resources/information related to goal setting.  One suggestion is a piece from New Years 2010/11 timeframe by Gwen Pettit, one of Lumigrate's contributing Life Coaches (and also Western Colorado therapist with many years experience as a Physical Therapist).  She provided something wonderful about goal setting which I'm going to copy and add below here so you have them both in one "Stream"/topic). 

Here's how:  

  1. Take out a blank piece of paper or get on your computer if that's how you 'are' -- use whatever software YOU know and think will work for this task. 
  2. Write  or type "Ideal Daily Game Plan for (then write the person's name)"
  3. Then make several columns so it essentially looks like this example:  

Things to do from start to end of day                Completed                      Notes

      4. Then along the left side, list the things that person's ideal day would have, from start to finish. 

           Example (and how it might look later):

Drink glass of water set up at bedside                X

Do brain integration exercise                             X

Go to the bathroom                                          X

Take morning medications                                X                        Need to call related to ordering more

Eat breakfast                                                   X                        Had oatmeal and a glass of juice.

Brush teeth

Do morning stretching

... (another task)

... (another task)

Go for mid-day walk

...

...

Set up glass of water by bed for tomorrow

Do mindfulness meditation related to day's highlights (and record tomorrow reflections on the previous day)*

*This last one you don't have a checkmark for as you don't want the person to get back 'awake' to check it off, but you have them record their thoughts the next day and then file the page wherever they are filed for future reference.  In that case, you'd add a line item potentially for 'complete yesterday's game plan and file it'


I hope you see the application to how this can be helpful to people -- yourself or a loved one you are helping, or if I'm updating this in summer 2011 related to a court appointed medical guardian who is on a budget related to health care for the client and 'deputizing' her as a 'peer occupational therapist', and then my charges are reduced to doing the supervision and training to the staff involved in the person's day to day and weekly/overall management.

I've used this with many different patients and an example of how it can be helpful is in making nutritional changes and changing habits.  An example from my past years working with a patient who was working on brain/body re-integration exercises and modifying lifestyle due to a stroke wanted to start drinking pomegranite juice, as he believed it was a good juice to add to what he was doing for nutrition.  He was accustomed to taking a break in the afternoons and having a soda pop, so we listed it as pomegranite or cola, and then he could chose at that time of which route to take -- the old habit or the new. 

For a couple of weeks he tried to have the pomegranite in the afternoon but he ultimately changed the flowsheet to have the juice in the morning and have a cola every afternoon.  It's up to each patient/person each moment what they chose to do, it's our 'job' as the therapist or supportive team member to offer solutions to fill the gaps in what keeps people from doing their best.  And then we have to let them 'own' the reality which they create. 

Habits are difficult to change and the more cognitive dysfunction a person has the more difficult that can be, but this IS a tool which, if a person can read and write checkmarks and a few words and has the desire to work with this type of strategy, has proven to be very helpful for those who are having difficulty with time management and memory, among other things.

If a person does not 'take to' this, then the next step is to assess 'why' -- is it they don't remember it, see it, or WANT TO.  And if they don't want to, then you can see if there are some motivators to get them to do so. It's a process of ongoing problem solving and trying things and I suggest you not get discouraged if something doesn't work -- as long as some of the things work and you are making progress then that's what matters most.  

I hope you find this a useful tool to trial, and I look forward to working with this in the future if people wish to consult with me privately.  ~~ Mardy

 

 

__________________

Mardy Ross, OTR Founder, Lumigrate "Lighting the Path to Health and Well-Being" Follow us on social networking sites such as: Twitter: http://twitter.com/lumigrate facebook: My personal page: Mardy Ross Fan Pages: Lumigrate, Lumigrate: Fibromyalgia, Lumigrate: Fibromyalgia Health Education and Counseling (Lumigrate Webucation is a 'personal page' replaced by fan pages but used for 'fun' still).

Gwen Pettit's picture
Gwen Pettit
Title: LumiGRATE Poster - Major
Joined: Feb 19 2010
Posts: 26
User offline. Last seen 3 weeks 2 days ago.
Resolutions and Goals

This is from something I posted Jan 3, 2011 in the forum I post in which also applies here:

Resolution List- Do you start out the New Year with a long list of things that you want to accomplish?

Here are some ideas to help you feel good about your resolutions.

1. Think big
Have two or three overall themes that guide your actions all year long. Post them up where you can read them every morning and reflect on them every evening. Give yourself a gold star for every day that you accomplish one of the big items.


Here are my personal favorites-
Speak up about the positives
Make deliberate choices
Do one hard thing every day
Set up intentions for the day before I get out of bed
Practice gratitude at the end of every day
Make quiet time for me
Be kind and honest
Before I make that snap judgment- consider I don't know the whole story
Give myself credit for what I did accomplish
Listen more than I talk
Ask more questions
Connect with friends and family

Spend more time with fun people and less time with people who complain

The second plan I have this year is to focus on one area each month. January is energy month.

I am tracking the situations and jobs that I get excited and energized to do.

I am also paying attention to the things that I ignore or put off again and again.

I am going to let that list guide how I spend my time and what things I agree to do for others. I want to learn what things are of the highest value for me and what things I need to give away or stop doing all together.

You can find this at my blog at this link, for future reference --

gpspiralcoaching.wordpress.com/2011/01/03/new-years-resolution-chart/

__________________

Gwen is a life transitions coach who looks forward to your email at gpspiral@gmail.com. You will gain balance in health, life and play from coaching with Gwen. She is a regular contributor to Lumigrate's forum on life and health coaching (www.lumigrate.com/forums/integrative-medicine-parts-make-whole/therapy-behavioralmental-health/life-and-health-coaches) and has her own website presence for more learning if you follow to www.gpspiralconsulting.com

 
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Mardy Ross's picture
Mardy Ross
Title: LumiGRATE Poster - Top of the Totem Pole
Joined: Feb 16 2009
Posts: 1200
User offline. Last seen 7 hours 2 min ago.
Goal Setting in OT with Insurance-Based Medical Model

Thanks to Gwen for posting in January about her way of going about, and guiding clients, related to making life changes.  I'm having the wonderful experience of being able to utilize and incorporate what she's providing when working with people from the occupational therapy side, with the 'occupation of health care'. 

I thought it might be helpful for me to post an example of how I would do goals for someone if I were working with them.  I actually feel that much of what occupational therapy 'is', is common sense overlayed with logic overlayed with several years of education, most of which didn't apply to anything I've ever encountered as an OT  and then much of what I have used as an OT I found sources on outside of the educational system -- it was essentially trial by fire when I got out and so I have a lot of compassion for the medical workers and patients who are struggling and in harms way all the time.  Lumigrate is as much a commitment to help that situation overall as it is for anything related to a specific diagnosis or age/type of medical consumer.

So I encourage people who are having to do this 'self help' style to know that I've seen my family members and now my friends and their families becoming excellent health care providers and case managers.  Much of it has to do with what their life experience has been so far and a willingness to learn when given information. 

A resource I used repeatedly and I believe have sufficiently let know of my appreciation of their forward thinking related to having a catalogue and website I could direct the public to long before the bigger companies had thought of it, is a store in Denver, Colorado called The Youcan Toocan Store.  Started while I was just heading back to college to become an OT an hour away in Fort Collins, owner Martha Hanson and her daughter had the idea to start a business for the types of products families need to purchase but to not include insurance in the process because that adds a layer of complexity.  You can find what I have related to them on Lumigrate by Searching on Youcan Toocan, and I hope in the future to have a better array of information on Lumigrate to direct people to my favorite products; just as I'd set up links to my top many products their website changed and then all my links dead ended, so now you'll find I list the items I mostly recommended and let people then find that at the YouCan Toocan website.  

Also, a tip related to figuring out what a person with a specialized need requires:  Pretend you are them in terms of the physical ability, the mental/cognitive, etc.   And just like if a person is having to figure out what equipment a person needs for the bathroom, bedroom, home, community, put on your thinking and imagination caps and pretent to be that person and then go through the steps.  You'll have the strategies come to the person you are helping in a more developed way and be closer to being 'right on' or 'as good as it's going to get', which reduces frustration and increases safety and benefit to the person.  Oh, and reduces your time overall.  

Think about long term goals, then break it into what you can do in the short term to get there -- those are your short term goalsI find I think in 'medium term goals' as well, but insurances never had us doing those. 

Example of long term goal: 

_______(name)__________ will have a team of providers i which meets needs for all body/mind/spirit medical needs by __(three months)________ . 

Example of short term goal that related to long term goal:

In one month ______(name) will have identified a primary care or specialist physician / provider and had first appointment and asked for suggestions for the other types of providers ________(name) is seeking to add to their health care team.  

Another long term goal might be: 

6 of 7 days a week _________________name will meet nutritional goals established with them and nutrition consultant.  Medium term goal might be they're doing that 50% of the time in one month and short term goal is they're hitting the benchmark one day a week at the end of two weeks.    

You can see where that goal can get broken down and overlaps into components related to shopping or acquiring groceries, budgeting of monies, etc.   

I like to keep the goals simple when written and I very much support what Gwen writes related to having them written out out where everyone sees them.  One of my friends said that she's moved to storyboarding for her goals -- she clips things out of magazines and then makes a collage essentially.  That can engage the right / creative side of the brain and be more visually stimulating and appealing to people. 

That's probably a good breaking point on this topic, so I'll leave off here.  I look forward to getting feedback on this from people.  As Maya Angelou says, "when you know better, you do better."  As I say, "Live and Learn! ... Learn and Live Better!!".  Good wishes your way on that journey for yourself or those you assist ~~ Mardy

 

 

 

__________________

Mardy Ross, OTR Founder, Lumigrate "Lighting the Path to Health and Well-Being" Follow us on social networking sites such as: Twitter: http://twitter.com/lumigrate facebook: My personal page: Mardy Ross Fan Pages: Lumigrate, Lumigrate: Fibromyalgia, Lumigrate: Fibromyalgia Health Education and Counseling (Lumigrate Webucation is a 'personal page' replaced by fan pages but used for 'fun' still).

This forum is provided to allow members of Lumigrate to share information and ideas. Any recommendations made by forum members regarding medical treatments, medications, or procedures are not endorsed by Lumigrate or practitioners who serve as Lumigrate's medical experts.

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