January 29, 2026

The Individualized Service Plan (ISP) Worksheets were revised recently to simplify the ISP review process, enhance ISP accuracy, and enable annual ISP planning meetings to be less focused on updating the ISP and more focused on person-centered discussions and planning.   

ISP Revision and Notification Form

The ISP Revision and Notification Form.docx is an important tool for keeping the ISP up to date between annual planning team meetings. Provider staff use this form throughout the plan year to:

• Inform Support Coordinators (SC) about changes as they occur
• Ensure the ISP is kept up to date
• Reduce the number of ISP updates needing to be made during the annual planning meeting

ISP Worksheets for Day Habilitation and Residential Providers

The ISP Worksheet for Day Habilitation Providers.docx and ISP Worksheet for Residential Providers.docx help provider staff identify areas, during their ISP review, that need updating or correcting. The following revisions will help make this review process more straightforward.

• Structure and Content Alignment – the worksheets now follow the structure and content of the ISP.
• Bulleted Lists – the worksheets now have bulleted lists that mirror iRecord dropdowns, so that those without iRecord access (individuals, families, and providers) can be aware of points to consider when updating an ISP.
• Focus on New and Updated Information – the worksheets now focus on information that is new or needs updating; information that is accurate and complete does not need to be repeated.
• Completion Timelines – we continue to recommend that worksheets be shared with planning team members at least 30 days before the annual ISP meeting. However, if worksheets are not completed ahead of time, the provider may complete them at the annual meeting and provide copies to planning team members.

For an overview on using the revised worksheets, view the short video (~8 minutes), The Revised ISP Worksheets.