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Developing a Set of Key Principles for Care Planning Within Older Adult Care Homes: A Modified Delphi Survey

Taylor, Jonathan, Caprioli, Thais, Damant, Jacqueline, Hamashima, Yuri, Smith, Nick, Toma, Madalina, Peters, Michele (2025) Developing a Set of Key Principles for Care Planning Within Older Adult Care Homes: A Modified Delphi Survey. Health Expectations, 28 (5). Article Number e70433. ISSN 1369-7625. (doi:10.1111/hex.70433) (KAR id:111432)

Abstract

Background: Older adult care homes in England must develop care plans on behalf of their residents and make them available to care providers. There is currently a lack of formal agreement around the key principles that should inform the care planning process. Objective: The study aimed to develop a set of key principles for care planning in older adult care homes in England. Methods: We developed 78 evidence‐based items and presented them to a panel of health and social care professionals with experience of care planning. We used two online rounds of Delphi to generate consensus (≥ 75%) on items to include in a set of key principles for care planning. Results: A set of key principles, comprising 81 items, were developed. One‐hundred participants completed Round 1, and 80 participated in Round 2. Three percent (n = 4/78) of the Round 1 statements did not reach agreement. Revisions primarily related to the terminology used, clarification of language and an increased emphasis on care home residents' consent and autonomy. Agreement was achieved on all statements (n = 78/78) in Round 2. Conclusion: Substantial agreement was achieved regarding the document's content. Future research should (a) look to develop a resource for the family and friends of care home residents to enhance their participation in care planning and (b) explore how these principles can be put into practice. Reporting Method: Study reporting was guided by the Conducting and REporting of DElphi Studies (CREDES) framework. Patient or Public Contribution: Two public involvement advisers with lived experience of caring for a relative living in a care home worked with researchers to develop the key principles and Delphi survey, recruit panel members, interpret the results from the two rounds and assist with revising the items.

Item Type: Article
DOI/Identification number: 10.1111/hex.70433
Uncontrolled keywords: care planning, advance care planning, nursing home, older adults, care home, Delphi survey
Subjects: H Social Sciences
Institutional Unit: Schools > School of Social Sciences > Personal Social Services Research Unit
Former Institutional Unit:
There are no former institutional units.
Funders: National Institute for Health Research (https://ror.org/0187kwz08)
SWORD Depositor: JISC Publications Router
Depositing User: JISC Publications Router
Date Deposited: 30 Sep 2025 08:22 UTC
Last Modified: 22 Oct 2025 02:43 UTC
Resource URI: https://kar.kent.ac.uk/id/eprint/111432 (The current URI for this page, for reference purposes)

University of Kent Author Information

Smith, Nick.

Creator's ORCID: https://orcid.org/0000-0001-9793-6988
CReDIT Contributor Roles: Methodology, Funding acquisition, Investigation, Data curation, Formal analysis, Writing - review and editing
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