Create a Plan: Patient Self-management

Steps to Creating a Plan for Patient Self-management

Schedule meetings for the pilot project team

At the team's first meeting, talk about the work to be done and establish team member roles and responsibilities.

This agenda(1 page PDF) may help you run the first meeting, or create your own agenda.

Develop a work plan

After the first meeting, draft the project team's plan, including deadlines. Use this form(1 page PDF) or one you develop.

Get input from the team before finalizing.

What you will need

  • Decision-making authority
  • Time to prepare for and conduct first meeting
  • Time to create the work plan

Difficulty: Easy; dedicated time required for meetings

Outcome: A pilot project team with marching orders

Time to Complete: Two weeks (to hold first meeting and develop work plan); ongoing after that