Brief Action Planning

Help people make concrete action plans that address the aspects of their health or situation that are most important to them.

Brief Action Planning is a self-management support approach to help people make action plans to address the aspects of their health or situation that are most important to them. It is practical and highly structured, and involves using an algorithm to guide someone step-by-step through deciding whether they want to make a plan, developing a SMART plan, assessing their confidence, problem-solving if necessary, and planning their follow-up. Each step of the process is carefully considered and is based on the literature and evolving understanding of what works and doesn’t work to help people change.

Brief Action Planning is designed to:

  • Incorporate the Spirit of Motivational Interviewing (compassion, acceptance, partnership, and evocation).
  • Use a person-centred stepped care approach.
  • Build self-efficacy.
  • Develop skills for independent self-management.
  • Create concrete and realistic plans in under 10 minutes.

This approach works well for supporting people who are already thinking about change and need some help to get started, and it can be used by anyone who is interested in helping people make behavioural changes to impact their health or well-being.

Services

Brief Action Planning Online Course

 Self-paced. Approximately 4-6 hours.

Appropriate for wide range of professionals and peer helpers.

This self-paced online course provides training in the core Brief Action Planning (BAP) principles and techniques. Core concepts included stepped care for self-management support and the spirit of motivational interviewing. The practical skills taught in this course are how to use Ask-Tell-Ask to give information and advice and how to use BAP to help people make action plans that address the aspects of their health or situation that are most important to them.

Brief Action Planning Webinar Series

  4 x 90 minute webinars, followed by 2-3 hours of practice and feedback.

  Appropriate for a wide range of professionals and peer helpers.

This webinar series provides training in the core Brief Action Planning (BAP) principles and techniques. The core concepts and practical skills for this course are the same as in the Brief Action Planning Online Course (above).

Brief Action Planning Workshop

  1 day of face-to-face training, followed by 2-3 hours of practice and feedback.

  Appropriate for a wide range of professionals and peer helpers.

This face-to-face workshop provides training in the core Brief Action Planning (BAP) principles and techniques. The core concepts and practical skills for this course are the same as in the Brief Action Planning Online Course (above).

Brief Action Planning Train the Trainer Workshop

  2.5 days

  Appropriate for educators who are certified in Brief Action Planning.

This workshop will prepare educators to deliver the Brief Action Planning Workshop.

All types may be combined with BAP Certification to demonstrate competence in Brief Action Planning skills.

Practice & Feedback

Practice and feedback sessions increase trainees’ confidence and proficiency in BAP skills. These one hour video sessions provide opportunities for participants to practice BAP skills in groups of up to 5 with a BAP trainer. The trainer role plays the part of a patient or client appropriate to the group participating in the video session. Past experience has shown that most BAP trainees become skilled with 2-3 practice sessions. These sessions are the ideal preparation for BAP Certification.

Certification

BAP Certification demonstrates a trainee’s competence in BAP skills through an exam in the format of a structured and recorded interaction with a CCMI Standardized Patient. The exam is scored by a coder using a standardized rating scale. The rating scale emphasizes conversational tone, flow of the interaction and adherence to the Spirit of Motivational Interviewing in addition to demonstration of BAP skills.

Fees

These calls are for anyone learning Brief Action Planning. Dial in and practice with a BAP trainer! They are a great way to develop BAP skills. If you have any issues connecting, or if a facilitator is not on the call during the designated times please call us.

Please ensure you read all the directions carefully.

IMPORTANT SCHEDULING INSTRUCTIONS for the DOODLE SCHEDULER

  1. PLEASE ADJUST TIME ZONE as needed. (This is an option when you see the calendar.)
  2. This is not a POLL, it is an appointment book. Choose 1 time slot (Poll has limited number of spots)
  3. Copy the appointment and call information into your own calendar so that you have a reminder
  4. During Novemeber, please call 1 866-512-0904 + 5205632#
  5. As of December, new number is 1 866-512-0904 + 8334556#

See also the Additional Resources section (bottom of this page), particularly the BAP Guide, Flow Chart, Videos and Skills Checklist.

NOTE: ALL TIMES ARE IN PACIFIC TIME

Here you will find all the information you need to schedule your certification attempt.

Please ensure you read all the directions carefully.

IMPORTANT SCHEDULING INSTRUCTIONS for the DOODLE SCHEDULER

  1. PLEASE ADJUST TIME ZONE as needed. (This is an option when you see the calendar.)
  2. This is not a POLL, it is an appointment book. Choose 1 and only 1 day & time that no one else has chosen.
  3. You will receive an email confirming your choice.
  4. Call 1 866-512-0904 + Passcode (You will receive your passcode in the confirmation email)

During certification, you will demonstrate your skills with a standardized patient (trained to play a patient role). Be ready to demonstrate the three questions and five skills of Brief Action Planning: Behavioral Menu, SMART Planning, Eliciting a Commitment Statement, Problem-Solving for Low Confidence, and Follow Up.

See also the Additional Resources section (bottom of this page), particularly the BAP Guide, Flow Chart, Videos and Skills Checklist.

To change or cancel your certification appointment please locate the confirmation email you received in your inbox and respond to the sender with instructions to cancel or alter your scheduling. We require 48 hours notice for all alterations.

Resources

The Brief Action Planning Guide describes the process in detail and the Brief Action Planning Flow Chart provides an overview.

Language Document Links
English GuideFlow Chart
French Guide / Flow Chart
Punjabi Guide / Flow Chart
Chinese – Simplified Guide / Flow Chart
Chinese – Traditional Guide / Flow Chart
Spanish Guide / Flow Chart
Russian Guide / Flow Chart
German Guide / Flow Chart

Thanks to collaborators and practitioners who have assisted with the following worksheets for people to use to record their Brief Action Plans.

Using BAP in groups:

The following documents are helpful when using BAP in groups but can be used in any BAP interaction.

Are you working with a group that could benefit from goal setting? It might be an education group that could move information to action. It could be a group medical visit, a peer support group or any other kind. This worksheet will help you to determine if BAP is an appropriate tool and offer guidance on how to use it.

We would appreciate any feedback that you might have on the tool (its form, possible usage).

Please download it and use it: Using_BAP_in_Groups_2018-05-01

“Checking in on my Plan” Worksheet

Based on feedback from our BAP Community of Practice, CCMI has developed a worksheet to assist in guiding a follow-up or check-in, particularly if they will not be coming back to check in with the person who helped them make the plan. Once a person has made a plan, they can take this worksheet home and use it to do a check-in on their own or with someone else.

The tool is now in a testing mode, and we would appreciate any feedback that you might have on the tool (its form, possible usage).

Here is the most recent version of the tool. Please download it and use it in your daily practice: Checking_on_My_Plan_Worksheet_2018-05-01

*Note: we are in the process of reviewing this document with the help of collaborators and will produce an new version in March 2016. If you have feedback, please send it to info@centrecmi.ca

“Things I want to Try” Worksheet

Things I want to try Worksheet 2014-03-31

Action Planning Tool

CCMI has collaborated with Patient Voices Network Volunteers (https://www.patientsaspartners.ca/network) to create a tool to help patients and clinicians work at making an action plan fro behaviour change using the concepts form Brief Action Planning (BAP):

The tool is now in a testing mode.  We would appreciate any feedback that you might have  on the tool (its form, possible usage).

Here is the most recent version of the tool.  Please download it and use it in your daily practice:

Taking Care of my Health or Well-being Goal Setting Worksheet. Available in: English | Chinese (Traditional)

Goal Setting With Clouds Worksheet. Available in: English | Chinese | Punjabi

If you have questions about the tools or want to give us feedback please write to info@centrecmi.ca

Community Setting Examples

The following videos are demonstrations of BAP in various settings.

4:40
Brief Action Planning: Seeking Information on Depression
24 September 2015
5:05
Brief Action Planning: Seeking Information on Depression - Follow-Up
24 September 2015
6:20
Brief Action Planning: Medication Reduction
24 September 2015
4:12
Brief Action Planning: Exercise (controlling blood sugars)
03 September 2015
4:16
Brief Action Planning: Weight Loss (Diet Change)
04 September 2015
6:00
Brief Action Planning: Exercise (Swimming)
04 September 2015
4:43
Brief Action Planning: Exercise (Stationary Bike)
04 September 2015

Chinese (Cantonese) Language Videos

With English subtitles.

4:49
Brief Action Planning: Behavioral Menu and problem solving (Exercise: walking) Eng Subs
03 September 2015
1:25
Brief Action Planning: Check in with completion of action plan (Exercise-Swimming). Eng subs
03 September 2015

Punjabi Language Videos

With English subtitles.

7:56
Brief Action Planning: Diet Change (Replacing Roti with Brown Rice/Couscous) Eng Subs
03 September 2015
4:07
Brief Action Planning: Diet Change (Healthier Options) Eng Subs
03 September 2015
6:51
Brief Action Planning: Diet Change (Cutting Back on Sweet Food) Eng Subs
03 September 2015
3:18
Brief Action Planning: Check In - Eng Subs
03 September 2015

Musculoskeletal (MSK) Example

The following video shows Dr. Lucy Nee demonstrating Brief Action Planning with patients with musculoskeletal issues. These interactions occur towards the end of the visit. Download the Brief Action Planning MSK Videos Questions for Discussion for some questions to discuss about these four videos.

3:52
Brief Action Planning Osteoarthritis
28 August 2013
3:16
Brief Action Planning-Low Back Pain Example
27 August 2013
5:40
Brief Action Planning Example--Rheumatoid Arthritis
28 August 2013
2:34
Brief Action Planning Low Back Pain Follow Up Example
27 August 2013

Brief Action Planning and Electronic Medical Records

Dr. Bruce Hobson has incorporated BAP into his EMR. This video demonstrates what that looks like in his practice.

3:18
Self Management Documentation Aug 2013
07 November 2013

Brief Action Planning with Families

This video, created in a collaboration with the University of Illinois, College of Medicine at Peoria, the American Cancer Society and CCMI depicts BAP being used with a mother and son.

4:15
Brief Action Planning Pediatric Example
09 February 2016

Northern Health Videos

Northern Health made the following videos of Vanessa and Cheryl role-playing BAP with a woman who has diabetes and has a hard time taking her medications. Simple BAP, BAP with all of the skills and face-to-face follow are shown.

3:28
Brief Action Planning for a diabetic patient (1)
07 May 2012
3:24
• Brief Action Planning for a diabetic patient (2)
07 May 2012
6:05
Brief Action Planning for a diabetic patient (3)
07 May 2012

Publications about BAP

Research that uses BAP in its methodology:

Aubrey-Bassler K, Fernandes C, Penney C, et al. The effectiveness of a proven chronic disease prevention and screening intervention in diverse and remote primary care settings: an implementation study on the BETTER 2 Program. BJGP Open. 2019; 3(3).

Christison AL, Walker Lowry K, Robin R, et al. Pediatric Obesity Prevention in Primary Care: Using Brief Action Planning & Family Nutrition Physical Activity Questionnaire. Poster presented at: 2016 Pediatric Academic Societies Annual Meeting. Apr 30 – May 03, 2016; Baltimore, MD.

  • Abstract available here

Sopcak N, Aguilar C, Nykiforuk CIJ, et al. Patients’ perspectives on BETTER 2 prevention and screening: qualitative findings from Newfoundland & Labrador. BJGP Open. 2017. Published August 9, 2018. Accessed February 7, 2017. 

Ayyoub L, Hvizd A, Grace S, Bassett-Gunter R. Glucofit: A pilot study evaluating a brief action planning intervention in individuals with type 2 diabetes following a community-based physical activity program. Exercise Psychology. 2017; 49(1). 

  • Abstract at available here