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.
The POET contains questions, about:


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.


•
•
•
•
•
•
•
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
Median weekly amount of personal budget by council
Health
Social
Health
Social
£0
£50
£100
£150
£200
£250
Do people know how much is in their personal health Budget?
100
90
80
70
60
Health
50
Highest (Social)
40
Lowest (Social)
30
20
10
0
Know amount of PB
A substantial majority of personal health budget holders (80.0%) reported having been told
their weekly support costs.
PB Holders - Support for planning the personal budget
Help from council
Help from NHS
P.Health Budget
Younger adults - physical disability
Younger adults - mental health condition
Younger adults - learning disabilities
Help from family/friends
Older adults
Help to plan PB
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
PB Holders - Were your views fully included in support plan
P Health Budgets
Younger adults - physical disability
Younger adults - mental health
condition
Younger adults - learning disabilities
Older adults
75%
80%
85%
90%
95%
100%
Social care Budgets for people with mental health needs
Views included in planning
How easy was the process
100
90
80
70
60
50
40
30
20
10
0
Know amount Got help to
of PB
plan PB
Views
included in
plan
Easy to get Easy to have Easy to know Easy to be in Easy to plan
information
need
how spend PB control of
& manage
and advice
assessed
how PB is
support
spent
P Health Budgets
Best LA
Easy to get
support I
want
Poorest
Easy to
change my
support
Easy to
choose
services
East to make
views known
and Complain
Outcomes for people
100
90
80
70
60
50
40
30
P Health Budgets
Best LA
20
10
0
Poorest
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 ?
Volunteering & helping
community
Relations with family
Relations with friends
Relations with paid supporters
3.89
3.48
8.13
8.26
2.12
1.74
0.91
1.25
1.14
1.49
2.53
3.41
2.71
3.55
4.08
4.39
4.33
2.95
3.68
1.83
LD
2.07
3.5
6.54
3.72
4.83
3.47
3.64
2.04
1.98
MH
1.8
5.29
8.2
3.39
4.59
6.21
6.33
2.49
PD
1.56
2.42
3.22
2.34
3.47
2.95
2.11
2.63
Get/ keep a paid job
2.09
Choose where/ who live with
2.57
Feeling safe
2.58
Being supported with dignity
2.13
Getting support you need
2.39
Being in control of support
4.17
Being independent
2.65
Being in control of life
1.93
Your mental wellbeing
2.18
Your physical health
1.59
OP
Percentage of respondents reporting a positive outcome in area of their life
PHB
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Council
69
63
67
72
67
68
67
58
34
12
17
50
41
53
Physical health
Mental wellbeing
Control over life
Independence
Control over support
Getting the support you want
Being supported with dignity
Feeling safe
Choosing where/who to live with
Getting and keeping a paid job
Volunteering
Family relationships
Relationships with friends
Relationships with paid supporters
Average across all outcome indicators
Percentage of respondents reporting positive aspect of process
Council
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
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
Average across all process indicators
Percentage of respondents reporting a positive outcome in area of their life
Council
PHB
69
63
67
72
67
68
67
58
34
12
17
50
41
53
Physical health
Mental wellbeing
Control over life
Independence
Control over support
Getting the support you want
Being supported with dignity
Feeling safe
Choosing where/who to live with
Getting and keeping a paid job
Volunteering
Family relationships
Relationships with friends
Relationships with paid supporters
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Average across all outcome indicators
52.7
64.5
40.1
54.4
45.9
52.1
54.5
Council
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
Percentage of respondents reporting positive aspect of process
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
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
Average across all process indicators
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
Physical health
Mental
wellbeing
Long-term
condition
Control over life
Independence
Control over
support
Getting support
you want
Supported with
dignity
Feeling safe
Choosing where
to live
Getting/keeping
paid job
Volunteering
Relationships
with family
Relationships
with friends
Relationships
with paid
supporters
Factors potentially associated with outcome: How easy has the PCT/NHS Trust/council
funding your PHB made it to...
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Control Plan &
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Complain
& advice your
to
on
manage support your
services
needs spend how
support you
support
PHB
PHB is
want
spent
2.52
3.14
2.00
3.30
3.04
1.59
1.77
1.83
1.72
3.69
3.54
2.00
2.58
2.17
1.38
1.74
2.09
1.44
2.74
1.86
2.56
2.93
2.41
1.90
1.75
3.44
2.21
2.52
1.86
2.57
1.55
1.67
2.32
2.64
1.90
2.77
3.58
3.00
6.96
2.66
2.63
3.72
2.69
2.46
2.79
1.74
1.69
1.52
2.77
2.25
3.33
1.85
1.53
1.50
2.79
2.85
2.43
3.58
2.93
3.74
2.60
4.21
2.53
1.79
1.91
2.65
1.86
1.82
2.19
3.03
2.38
1.39
1.53
2.18
2.27
1.78
2.60
2.71
3.21
2.29
2.48
1.40
2.11
1.04
2.70
1.91
2.49
1.64
2.01
1.40
4.59
3.31
4.92
1.26
1.60
1.65
1.29
2.62
0.96
1.24
2.25
0.86
2.12
2.27
3.29
1.55
3.83
1.22
2.54
0.73
2.01
1.44
2.75
1.01
2.86
0.73
2.26
3.15
2.70
6.00
4.55
2.79
3.25
4.50
3.85
3.75
1.56
1.32
1.86
2.76
2.17
1.72
3.13
2.34
1.69