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Person-Centered Planning Assistant

How Alaska's Statewide Independent Living Council tripled facilitator capacity and transformed goal-setting outcomes for youth with disabilities using an AI planning assistant.

3x

Facilitator Capacity

2→1

Days to Complete

100%

Real SMART Goals

5

Life Areas Covered

Disability Services AI-Guided Facilitation Youth Programs

About SILC

The Statewide Independent Living Council of Alaska (SILC) is a consumer-controlled nonprofit established in 1993, with members appointed by the Governor. SILC promotes independent living philosophy statewide, providing support and technical assistance to Alaska's network of Centers for Independent Living. Through programs like the Youth Leadership Forum (YLF), SILC helps youth and young adults ages 14–24 with disabilities develop self-determination, leadership skills, and actionable life goals.

The Challenge

Scaling Person-Centered Planning

At the heart of SILC's youth programs is person-centered planning—a structured process where facilitators guide participants through a biographical interview exploring their likes, strengths, hopes, concerns, and opportunities, then help them translate those insights into SMART goals across five life areas. It's deeply personal work that changes lives.

The traditional process used giant sticky notes on a wall with big markers. Facilitators worked one-on-one with participants, doing double duty as both guide and scribe. Workshops required a minimum of two days, and a single facilitator could realistically handle about three participants at once. When one participant needed intensive help, the others fell by the wayside.

The result: many participants left workshops without actual SMART goals. The documentation burden meant facilitators spent more time writing than connecting, and the process couldn't scale to meet demand from schools and partner organizations across the state.

Unique Considerations
Participants with diverse disabilities requiring accessible, adaptive interactions
Sensitive personal data from a vulnerable population requiring careful AI model selection
Workshop time constraints limiting depth of engagement
Variable connectivity in school computer labs across Alaska
Multiple concurrent participants needing simultaneous facilitation

The Approach

SILC needed more than a chatbot—they needed a tool that could replicate the warmth and structure of a skilled human facilitator while freeing real facilitators to focus on what they do best: connecting with participants on a personal level.

Delve Group designed a two-phase AI workflow that mirrors the existing facilitation process. In the first phase, an AI assistant conducts a biographical interview across five discovery areas, gathering the participant's story through supportive, conversational dialogue. In the second phase, a separate goals assistant receives that biography as context and collaboratively develops SMART goals across five life categories—drawing connections between what the participant shared about their interests, strengths, and aspirations.

A critical design decision was the choice of Anthropic's Claude model over alternatives. Working with a vulnerable population—youth with disabilities, some with mental health conditions—required an AI model built with safety as a core priority. Claude's API ensures participant data is not retained for model training, and the model's design philosophy emphasizes careful, supportive interactions.

The AI handles the interview and documentation. Facilitators focus on the human connection.

This division of labor is the key insight. The AI is exceptionally good at asking one question at a time, listening, organizing responses, and structuring goals into the proper SMART format. The facilitator is free to supervise multiple participants simultaneously—stepping in when someone needs a nudge in the right direction or a moment of personal encouragement.

The Solution

Delve Group built a web-based planning assistant that guides participants through the complete person-centered planning process, from biographical discovery through SMART goal development, with real-time facilitator oversight and automatic document generation.

AI-Guided Planning

Two-phase conversational AI guides participants through biographical discovery and SMART goal development. Responses stream in real-time with a supportive, encouraging tone. Participants choose between detailed or concise response styles.

Facilitator Dashboard

Real-time progress monitoring across all participants with live updates as biography sections and goals are completed. Facilitators see who needs help and who's progressing independently.

Automatic Documentation

Completed plans are automatically generated as formatted Word documents. Goals are saved progressively throughout the conversation, ensuring no work is lost.

Technical Approach

The system uses a structured two-phase AI workflow with tool-based data persistence, ensuring the AI doesn't just generate text but actively saves structured data at every step:

1

Biographical Interview

AI facilitator guides participants through five discovery areas using open-ended questions, saving each section via tool calls as it's completed

2

Context-Aware Goal Development

A second AI assistant receives the completed biography and helps develop SMART goals, drawing connections between the participant's story and each life area

3

Real-Time Facilitator Oversight

Live dashboard tracks progress as participants work, enabling facilitators to supervise many participants while stepping in where human judgment matters

The Results

Immediate Impact
Triple the Capacity

Facilitators went from managing 3 participants at once to comfortably handling 7–8, effectively tripling reach without adding staff.

Half the Time

Workshops that previously required a minimum of two days can now be completed in a single day.

Dramatically Better Goals

Every participant left with actual SMART goals—complete with action steps, resources, and timelines—a stark improvement over the pen-and-paper process.

Less Stress, More Connection

Lead facilitator called it "the least stressful goal setting I have ever participated in," freeing facilitators to focus on meaningful engagement.

Operational Benefits
Participants more eager to engage with AI than pen-and-paper—they "just jump right in"
Increased privacy leads to more open, honest responses from participants
Automatic Word document generation eliminates post-workshop transcription
Foundation for expanding workshops to schools and partner organizations statewide
"With the AI assistant, I can comfortably facilitate around 7–8 participants at once, roughly triple what was feasible with our old pen-and-paper process."

Mica A. Stewart

Youth Program Coordinator, SILC

Why Delve Group

Mission-Aligned Technology

Building AI tools that directly help people—not just making processes faster, but expanding who can be served.

Safety-First AI

Deliberate model selection prioritizing participant safety, with no data retention for training and privacy by design.

Iterative Refinement

Pilot deployments, facilitator feedback loops, and continuous improvement driven by real workshop outcomes.

Alaska Expertise

Understanding the unique constraints of serving a statewide population across remote communities and varied school environments.

Project Details

Timeline

Feb - May 2025

Industry

Disability Services / Nonprofit

Location

Statewide, Alaska

Tech Stack

Claude, Azure

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