Product Brief - Psychosocial Recovery Plan

Product Brief — Psychosocial Recovery Plan

Type: P3 Product Artefact — Stage 3 (Ingested)
Source: NbLM extraction pass (IFC notebook: 07344d6e-933e-43f0-81e2-8576ff93e178) + P3 Minimum Viable Products filter
Programme binding key: SD-IFC-2026-001
IFC Component: #5
Sentinel authority: Andrew (Product pillar)
Date: 2026-05-10
Score: 14/14 — Ingest (via P3 Product Brief Scoring Rubric)
Status: Active
Reference: P3 Minimum Viable Products, Strategy Dossier - IFC

Classification

  • Product type: Instrument — transfers operational capability and compliance safety to dual-role SC/PRC practitioners and their participants.
  • Blue Ocean / Red Ocean: Blue Ocean. No existing NDIS recovery plan template combines CHIME-D framework mapping, a Barrier-to-Implementation Matrix, SC/PRC pivot logic, and the structural compliance elements required to defend dual-role billing in audit.

Six-Part Brief

1. Beneficiary Statement

Primary beneficiaries: Dual-role NDIS practitioners (SC/PRC) and participants whose mental health struggles — whether primary or secondary — create functional barriers to achieving NDIS plan goals.

Before the plan: participants experienced plan waste because rigid support models failed to respond to episodic mental health fluctuations. Practitioners faced severe audit risk from accusations of duplicating services — billing both SC (Outcome 8) and PRC (Outcome 6) without a documented, participant-endorsed rationale for each.

After the plan: participants can exercise choice and control to dynamically pivot between direct coaching and indirect coordination as their capacity fluctuates. Practitioners are fully shielded by a compliant, transparent audit trail that demonstrates genuine non-duplication — each activity traceable to a specific NDIS outcome and a specific participant-identified barrier.

2. Value Exchange Statement

Classification: Instrument.

What transfers to the practitioner — three distinct capabilities:

  1. Structured goal-to-barrier mapping: The Barrier-to-Implementation Matrix links each of the participant's NDIS goals to the specific mental health barriers preventing their achievement, and connects those barriers to the legislative criteria under Section 34 (Reasonable and Necessary). This translates lived experience into fundable justification.

  2. CHIME-D to NDIS Outcomes crosswalk: Organises the recovery plan around the CHIME-D domains (Connectedness, Hope, Identity, Meaning, Empowerment, Distress) with explicit mapping to NDIS Outcome 6 (PRC — direct coaching) and Outcome 8 (SC — indirect coordination). Makes the clinical framework visible to NDIA planners in terms they can fund.

  3. Compliance architecture: The plan embeds the four NDIA-mandated lifecycle stages (Design, Plan, Implement, Review), a Dual-Role Narrative Statement (participant-endorsed), and a Structural Pivot Checkpoint at the end of each goal — proving the capacity-building trajectory and preventing practice drift.

3. Core Hypothesis

If we structure the Psychosocial Recovery Plan around a Barrier-to-Implementation Matrix that maps the participant's mental health barriers to NDIS plan waste and Section 34 Reasonable and Necessary criteria, then NDIA planners will approve dual-role funding, and auditors will recognise a clear differentiation between Outcome 6 (PRC) and Outcome 8 (SC) activities without flagging duplication.

What will confirm this: At least one dual-role practitioner completes the plan with a participant, the plan is accepted by the NDIA (or withstands audit scrutiny), and no duplication claim is upheld against dual Outcome 6/Outcome 8 billing.

4. Probe Design

Minimum viable version: A structured recovery plan template embedding five structural elements:

  1. Barrier-to-Implementation Matrix: Links participant's psychosocial barriers to specific legislative risk (e.g., s34(1)(c) Value for Money / Plan Waste) and offers the participant the choice between SC or PRC support at each identified barrier.

  2. Four mandated stages: The plan visibly moves through the NDIA-mandated lifecycle: Design, Plan, Implement, and Review — each stage explicitly labelled and documented.

  3. CHIME-D to NDIS Outcomes crosswalk: Recovery domains (Connectedness, Hope, Identity, Meaning, Empowerment, Distress) mapped to NDIS Outcome 6 and Outcome 8 activities — the clinical-to-legislative bridge.

  4. Dual-Role Narrative Statement: A participant-facing preamble explaining the hybrid SC/PRC approach in plain English — ensuring transparency and upholding the participant's right to choice and control before the plan is signed.

  5. Structural Pivot Checkpoint: Embedded at the end of each goal — "Has sufficient capacity been built to transition this support to a core worker?" — proving the capacity-building trajectory and preventing practice drift toward indefinite support dependency.

5. Done Criteria

The probe is complete when ALL of the following are observable:

  • A dual-role practitioner completes the plan with a participant, clearly separating direct coaching interventions (Outcome 6) from indirect logistical support (Outcome 8)
  • Both the practitioner and the participant sign off that the document reflects a clear, non-duplicated path to the participant's NDIS goals
  • The plan is submitted to the NDIA or used in at least one support delivery interaction without triggering a duplication query
  • The Structural Pivot Checkpoints are actively used — at least one goal has been reviewed against the "transition to core worker" criterion

6. Validity Marker

Design Element Governing Commitment
Barrier-to-Implementation Matrix linking barriers to Section 34 criteria Section 34, NDIS Act 2013 — Reasonable and Necessary requirements
CHIME-D framework mapping to NDIA outcomes NDIA Psychosocial Recovery Coach Role Description — 8 mandated outcomes
Structural Pivot Checkpoint at each goal Least-Cost-Appropriate-Provider Decision Rule — commitment to step down to lower-cost supports when capacity is built
Dual-Role Narrative Statement and participant sign-off PR-I001 — Managed Conflict of Interest; participant data sovereignty

Gaps and Unknowns

ID Description Severity Disposition
G-01 Template format (paper-based, digital, or HTML like PST) not yet specified Medium Does not block probe. Format decision to be made with Andrew in the next intake cycle.
G-02 Domain knowledge (CHIME-D framework application, NDIA PRC Role Description) has not been independently validated against the exact text of the NDIS Act or published NDIA operational guidelines High Managed risk — mirrors GC-004 in Critical Commitments Register for PST. Log as GC-005 or equivalent.

Brief produced: 2026-05-10 via NbLM extraction pass on IFC notebook (07344d6e-933e-43f0-81e2-8576ff93e178).
NbLM source confidence: All six fields well-supported — "robust and complete information", no fields flagged as insufficient.
Score: 14/14. Ingested directly.