The POET Surveys

The POET (Personalisation Outcome Evaluation Tool) surveys for personal budget holders and for carers of personal budget holders in social care have been developed over several years as a way for personal budget holders and carers to report their experiences of personal budgets.

The latest versions of the POET surveys for social care were adapted for this project to try and suit the circumstances of people using personal health budgets and their carers.

Away from time task cost measure defined and reported to the centre.

Towards capturing understanding and sharing experiences of people locally.

Equalities monitoring questions (gender, age, disability, ethnicity, religion, sexual orientation).

Support planning (Who helped people plan, were views taken into account).

How supportive the council is throughout the personal budget process. The personal budget (which council provides it, how long the person has held

the budget, previous social services support, how the budget is managed, the amount of the budget).

Whether the personal budget has made a difference (either positive or negative) across 14 aspects of the person’s life.

People’s goals and whether they are reaching them. Space for people to write in their opinions on personal budgets and the

survey questionnaire.

The POET contains questions, about:

• Type of Disability (carers)• Ethnicity• Gender• Age• Sexual orientation• Religion• Social care need

Second national POET survey:2,022 personal budget holders (including 20 councils with more than 50 respondents) 191 (9%)1,386 carers (including 15 councils with more than 50 respondents)

Who took part in the Health POET Surveys

In total, 195 personal health budget holders and 117 carers across 12 sites completed the POET survey and gave their agreement for the information to be used.

Personal health budget holders reported a wide range of primary long-term conditions for which they held their budget, most commonly:

•COPD/emphysema (14.5%), •MS/MND (12.8%),•Mental health condition (12.3%),•Learning disabilities (7.8%), •Stroke (5.6%) •Tetraplegic conditions (5.6%).

• Know amount of PB• The amount of money • Got help to plan PB• Views included in plan• How the money was held (Budget type)

• Get information and advice• Assess your needs• Know how you could and could not spend PB• Be in control of how PB is spent• Plan & manage support• Get support I want• Change my support• Choose services• Complain make your views known

• Mental wellbeing• Physical health• Independence• Getting and keeping a paid job• Volunteering taking part in community• Choosing where to live and who to live with• Control over life• Feeling safe• Relationships with friends• Relationships with family

• Control over support• Getting support you need• Being supported with dignity• Relationships with paid supporters

For the free text responses, we used themes that had emerged from the first National personal budget survey. The list of themes was updated to reflect free text comments included in this years survey.

Each quote was then examined and assigned to one or more themes depending on what the person had written – for most comments a judgement was also made on whether the comment was mainly positive, or neutral in relation to the theme.

How people held the money

People most commonly managed their personal health budget through direct payments paid to them (30.8%),

•Followed by direct payments looked after by a broker (29.7%).

•Council or NHS-managed personal health budgets (13.3%).

•Service provider-managed personal health budgets (12.3%).

•Direct payments looked by a family member or friend (11.3%).

•Some people did not know how their personal health budget was managed (5.6%).

There were no gender or age differences in usage of any type of personal health budget, or any differences according to people’s self-reported health

A substantial majority of personal health budget holders (80.0%) reported having been told their weekly support costs.

Do people know how much is in their personal health Budget?

Social care Budgets for people with mental health needs

Views included in planning

How easy was the process

Outcomes for people

Relationship between process and outcomes

Factors robustly associated with positive outcomes for personal health budget holders included:

•Holding the personal health budget in the form of a direct payment paid to family/friends

•knowing the amount of the personal health budget

•Having help to plan from family/friends

•Feeling that their views were fully included in their support plan

•Making most aspects of the personal health budget process easier.

Factors associated with positive outcomes for people holding personal budgets

Were your views included in the support planning ?

PHB 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20

Physical health 69 69.2 36.3 65.5 46.7 71.4 56.6 67.7 66.7 55.3 54 52.8 67.9 61.4 52.7 73.1 66.4 57.8 63.5 67.3 81.7

Mental wellbeing 63 73.1 53.8 66.7 52.5 50.9 63.6 67.7 63.3 64.2 63.3 65.7 61.1 62.1 49.5 67.2 72.7 65.6 70.2 73.5 70

Control over life 67 76.9 52.6 63.5 53.3 66.7 63.9 66 64.2 64.9 49 60.6 54.7 61.2 60.9 73.1 70 68.2 60.2 68 68.4

Independence 72 84.6 61.5 72.7 63.6 69.1 68.4 71.3 73.3 70.2 64 76.4 67.3 63.2 62.4 75.8 79.2 75 70.2 74 81

Control over support 67 78.4 56.4 70.1 65 67.3 77.8 66.3 63.9 69.5 64 74.8 66 59.1 62.5 78.8 78.3 67 63.1 74 78

Getting the support you want 68 76 53.8 74.8 64.3 75.9 83.7 72.6 72.6 68.8 69.4 71 69.2 60.2 64.8 78.5 76.1 68.5 67.9 66 79.7

Being supported with dignity 67 86.5 65 72.7 66.7 87.5 84.5 78.5 76.5 77.9 74 79.4 69.8 75 65.2 82.5 84.8 75.9 71.1 73.9 79.7

Feeling safe 58 64.7 41 60.3 46.7 53.6 55.2 51.6 43.6 61.1 51 56.6 52 50 56 60.6 65.6 62.4 54.9 61.7 72.9

Choosing where/who to live with 34 51.9 19.2 39.4 31.1 33.9 35.5 38.7 32.8 33 29.2 33.3 37.3 34.9 36 39.1 37.1 45.3 34.2 37.5 47.3

Getting and keeping a paid job 12 22.2 4.3 16.1 10.2 9.5 6 1.5 16.9 9.7 10.3 10.5 11.4 12.7 5.6 10.7 16.8 12.3 3.7 17.9 21.3

Volunteering 17 31.3 11 15.2 16.5 20 16.1 11.8 17.8 13 11.6 40.4 21.6 13.2 14.3 23.2 24.5 24.2 8.9 29.3 22.7

Family relationships 50 53.8 38 51.4 43.4 41.1 52 47.8 57.6 45.4 51 35 46 47.7 51.1 54 55.1 51.1 57.3 51.1 54.5

Relationships with friends 41 59.6 29.9 36.8 27.9 30.9 36.1 42.7 51.7 40.8 40.8 53 31.4 35.4 40.4 51.7 45.6 46.5 42.7 54.2 47.2

Relationships with paid supporters 53 75 39 56 54.9 50.9 64.2 69.2 59.8 59.2 57.4 65.7 57.4 54.2 58.9 67.7 62.7 55.2 59.5 70.8 70.9

Average across all outcome indicators 63 64.5 40.1 54.4 45.9 52.1 54.5 53.8 54.3 52.4 49.2 55.4 50.9 49.3 48.6 59.7 59.6 55.4 52 58.5 62.5

PHB 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20

Know amount of PB 80 82.7 72 75.9 74.6 75.4 83.7 75.3 68.8 83 50 75 55.8 75.6 68.9 80.9 61.2 73.9 56.5 82.4 72.4

Got help to plan PB 89 92.3 85.2 84.8 88.7 93 88.5 74 97.5 87.9 76.6 89.1 67.2 79.3 83.3 81.4 83.7 61.9 62.7 96.1 80

Views included in plan 93 91.5 94.2 88.9 81.1 84.3 91.9 89.7 84.2 82.6 77.6 81.6 83.8 81.9 87.1 83.8 84.7 81.8 80.7 87.8 82.8

Easy to get information and advice 53 63.5 44.4 60.4 33.9 55.4 66 59.6 72.9 47.5 59.2 51.9 53.8 58.4 50.5 47.8 64.6 54.5 52.4 60 61.7

Easy to have need assessed 57 56.9 40.5 57 41 51.9 61.9 59.8 73.7 43.2 60.4 55 57.7 52.3 53.3 47 58.1 50.5 48.4 54.9 61.8

Easy to know how spend PB 60 61.5 43.4 55.5 47.6 55.4 55.6 53.1 66.7 49.5 51 58.3 61.4 57.5 50 57.6 66.2 50.5 51.8 56 71.4

Easy to be in control of how PB is spent 61 68.6 48.1 61.3 46.3 54.4 68.7 52.6 71.8 55.6 57.1 62.1 59.1 63.1 52.7 56.9 74.2 59.1 53 51 73.2

Easy to plan & manage support 55 68.6 43 56.5 48.4 52.6 71.1 57.1 79.8 47.5 67.3 64.1 58.3 69 54.8 61.5 66.2 60 54.8 51 70.9

Easy to get support I want 53 64.7 42.5 57.9 48.4 53.4 63.3 53.5 81.5 51.5 69.4 56.3 51 57 55.4 55.4 60.5 47.2 52.9 46 67.9

Easy to change my support 44 52.9 32.9 46.9 42.6 44 45.4 32.3 67.5 37.2 46.8 44.9 42.6 48.8 45.2 39.1 43.6 31.3 36.4 35.4 58.5

Easy to choose services 45 52.9 36.3 48.4 41.7 34 38.5 39.2 63.8 33 43.8 46.5 41.3 50.6 44.8 43.1 44 31.8 36.7 48.9 54.4

East to make views known and Complain 55 56 43.6 55.4 40 43.9 52 46.5 59.7 38.3 49 50.5 52 51.8 52.7 36.9 48.4 35.4 41.5 48.9 63.8

Average across all process indicators 62.1 67.7 52.2 62.4 52.9 58.1 65.6 57.7 74 54.7 59 61.3 57 62.1 58.2 57.6 63 53.2 52.3 59.9 68.2

Council

Percentage of respondents reporting a positive outcome in area of their life

Council

Percentage of respondents reporting positive aspect of process

PHB 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20

Physical health 69 69.2 36.3 65.5 46.7 71.4 56.6 67.7 66.7 55.3 54 52.8 67.9 61.4 52.7 73.1 66.4 57.8 63.5 67.3 81.7

Mental wellbeing 63 73.1 53.8 66.7 52.5 50.9 63.6 67.7 63.3 64.2 63.3 65.7 61.1 62.1 49.5 67.2 72.7 65.6 70.2 73.5 70

Control over life 67 76.9 52.6 63.5 53.3 66.7 63.9 66 64.2 64.9 49 60.6 54.7 61.2 60.9 73.1 70 68.2 60.2 68 68.4

Independence 72 84.6 61.5 72.7 63.6 69.1 68.4 71.3 73.3 70.2 64 76.4 67.3 63.2 62.4 75.8 79.2 75 70.2 74 81

Control over support 67 78.4 56.4 70.1 65 67.3 77.8 66.3 63.9 69.5 64 74.8 66 59.1 62.5 78.8 78.3 67 63.1 74 78

Getting the support you want 68 76 53.8 74.8 64.3 75.9 83.7 72.6 72.6 68.8 69.4 71 69.2 60.2 64.8 78.5 76.1 68.5 67.9 66 79.7

Being supported with dignity 67 86.5 65 72.7 66.7 87.5 84.5 78.5 76.5 77.9 74 79.4 69.8 75 65.2 82.5 84.8 75.9 71.1 73.9 79.7

Feeling safe 58 64.7 41 60.3 46.7 53.6 55.2 51.6 43.6 61.1 51 56.6 52 50 56 60.6 65.6 62.4 54.9 61.7 72.9

Choosing where/who to live with 34 51.9 19.2 39.4 31.1 33.9 35.5 38.7 32.8 33 29.2 33.3 37.3 34.9 36 39.1 37.1 45.3 34.2 37.5 47.3

Getting and keeping a paid job 12 22.2 4.3 16.1 10.2 9.5 6 1.5 16.9 9.7 10.3 10.5 11.4 12.7 5.6 10.7 16.8 12.3 3.7 17.9 21.3

Volunteering 17 31.3 11 15.2 16.5 20 16.1 11.8 17.8 13 11.6 40.4 21.6 13.2 14.3 23.2 24.5 24.2 8.9 29.3 22.7

Family relationships 50 53.8 38 51.4 43.4 41.1 52 47.8 57.6 45.4 51 35 46 47.7 51.1 54 55.1 51.1 57.3 51.1 54.5

Relationships with friends 41 59.6 29.9 36.8 27.9 30.9 36.1 42.7 51.7 40.8 40.8 53 31.4 35.4 40.4 51.7 45.6 46.5 42.7 54.2 47.2

Relationships with paid supporters 53 75 39 56 54.9 50.9 64.2 69.2 59.8 59.2 57.4 65.7 57.4 54.2 58.9 67.7 62.7 55.2 59.5 70.8 70.9

Average across all outcome indicators 52.7 64.5 40.1 54.4 45.9 52.1 54.5 53.8 54.3 52.4 49.2 55.4 50.9 49.3 48.6 59.7 59.6 55.4 52.0 58.5 62.5

PHB 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20

Know amount of PB 80 82.7 72 75.9 74.6 75.4 83.7 75.3 68.8 83 50 75 55.8 75.6 68.9 80.9 61.2 73.9 56.5 82.4 72.4

Got help to plan PB 89 92.3 85.2 84.8 88.7 93 88.5 74 97.5 87.9 76.6 89.1 67.2 79.3 83.3 81.4 83.7 61.9 62.7 96.1 80

Views included in plan 93 91.5 94.2 88.9 81.1 84.3 91.9 89.7 84.2 82.6 77.6 81.6 83.8 81.9 87.1 83.8 84.7 81.8 80.7 87.8 82.8

Easy to get information and advice 53 63.5 44.4 60.4 33.9 55.4 66 59.6 72.9 47.5 59.2 51.9 53.8 58.4 50.5 47.8 64.6 54.5 52.4 60 61.7

Easy to have need assessed 57 56.9 40.5 57 41 51.9 61.9 59.8 73.7 43.2 60.4 55 57.7 52.3 53.3 47 58.1 50.5 48.4 54.9 61.8

Easy to know how spend PB 60 61.5 43.4 55.5 47.6 55.4 55.6 53.1 66.7 49.5 51 58.3 61.4 57.5 50 57.6 66.2 50.5 51.8 56 71.4

Easy to be in control of how PB is spent 61 68.6 48.1 61.3 46.3 54.4 68.7 52.6 71.8 55.6 57.1 62.1 59.1 63.1 52.7 56.9 74.2 59.1 53 51 73.2

Easy to plan & manage support 55 68.6 43 56.5 48.4 52.6 71.1 57.1 79.8 47.5 67.3 64.1 58.3 69 54.8 61.5 66.2 60 54.8 51 70.9

Easy to get support I want 53 64.7 42.5 57.9 48.4 53.4 63.3 53.5 81.5 51.5 69.4 56.3 51 57 55.4 55.4 60.5 47.2 52.9 46 67.9

Easy to change my support 44 52.9 32.9 46.9 42.6 44 45.4 32.3 67.5 37.2 46.8 44.9 42.6 48.8 45.2 39.1 43.6 31.3 36.4 35.4 58.5

Easy to choose services 45 52.9 36.3 48.4 41.7 34 38.5 39.2 63.8 33 43.8 46.5 41.3 50.6 44.8 43.1 44 31.8 36.7 48.9 54.4

East to make views known and Complain 55 56 43.6 55.4 40 43.9 52 46.5 59.7 38.3 49 50.5 52 51.8 52.7 36.9 48.4 35.4 41.5 48.9 63.8

Average across all process indicators 62.1 67.7 52.2 62.4 52.9 58.1 65.6 57.7 74 54.7 59 61.3 57 62.1 58.2 57.6 63 53.2 52.3 59.9 68.2

Council

Percentage of respondents reporting a positive outcome in area of their life

Council

Percentage of respondents reporting positive aspect of process

488 personal budget holders wrote in comments

Free text comments experience of personal budget process vs Impact on Life (national)

Goals people with personal budget set in their plan

Have you achieved your goal yet ?

Things staff Commented on about

Outcome Factors potentially associated with outcome: How easy has the PCT/NHS Trust/council funding your PHB made it to... Get info & advice

Assess your needs

How to spend PHB

Control on how PHB is spent

Plan & manage support

Get support you want

Change your support

Choose services

Complain

Physical health 2.52 3.14 2.00 3.30 3.04 1.59 1.77 1.83 1.72 Mental wellbeing

3.69 3.54 2.00 2.58 2.17 1.38 1.74 2.09 1.44

Long-term condition

2.74 1.86 2.56 2.93 2.41 1.90 1.75 3.44 2.21

Control over life 2.52 1.55 2.64 3.58 2.66 2.69 1.74 2.77 1.85 Independence 1.86 1.67 1.90 3.00 2.63 2.46 1.69 2.25 1.53 Control over support

2.57 2.32 2.77 6.96 3.72 2.79 1.52 3.33 1.50

Getting support you want

2.79 2.85 2.43 3.58 2.93 3.74 2.60 4.21 2.53

Supported with dignity

1.79 1.91 2.65 1.86 1.82 2.19 3.03 2.38 1.39

Feeling safe 1.53 2.27 2.60 3.21 2.48 2.11 2.70 2.49 2.01 Choosing where to live

2.18 1.78 2.71 2.29 1.40 1.04 1.91 1.64 1.40

Getting/keeping paid job

4.59 3.31 4.92 1.26 1.60 1.65 1.29 2.62 0.96

Volunteering 1.24 0.86 2.27 1.55 1.22 0.73 1.44 1.01 0.73 Relationships with family

2.25 2.12 3.29 3.83 2.54 2.01 2.75 2.86 2.26

Relationships with friends

3.15 2.70 6.00 4.55 2.79 3.25 4.50 3.85 3.75

Relationships with paid supporters

1.56 1.32 1.86 2.76 2.17 1.72 3.13 2.34 1.69