Over the past dozen years, a number of community-based programs have sprung up around the country to offer
transition support for people over 50. These organizations take different forms in different places,
but we share a common purpose and approach: we work locally, we are developing new models and practices,
and we serve at the intersection of individual and social sector interests.
Another element that unites us is our collective focus on encore work opportunities.
While many of these groups stayed in touch informally,
it became increasingly clear that we were dealing with similar issues and could benefit from a closer working relationship.
At last year's Positive Aging Conference, LPN (Doug Dickson) and Civic Ventures (Nancy Peterson) agreed
to take the lead in bringing this group together.
Since then, we have held five meetings, one in-person at the ASA Conference, and created mechanisms to share information and collaborate.
To learn more about the Encore Network and about the organizations that make up the network,
Advocacy Leadership Project
A team of LPN members, including Mary Radu, Jan Hively, Connie Corley, Peter Whitehouse, and Judith-Kate Friedman,
has been working on a new project called Advocacy Leadership For Positive Aging: Life Planning In The 21st Century.
This grew out of conversations that had initially focused on finding ways to reach out to the non-affluent.
This version of the project retains that focus within a broader effort to reach a more inclusive audience.
The idea behind this new initiative is a collaboration to design a curriculum for a professional development certificate.
The curriculum would reach across academic disciplines to engage all of those practitioners who work with older adults in a
"train the trainer" process.
It would prepare traditional providers and community elders, as well as practitioners in the emerging life planning specialties,
with the understanding and tools to act as advocacy leaders for positive aging.
Read the curriculum draft here.
Life Planning Competency Inventory (LPCI)
This is a self-assessment tool developed by LPN's Excellence in Practice committee to define the basic process and content
competencies required for second-half-of-life planning, across various disciplines as well
as within each one.
The second version of this tool is currently being tested and adjustments will continue to be made as needed.
The purpose of the LPCI is to help planners,
coaches and advisors determine where their strengths lie and what additional skills and knowledge
they may need to acquire or develop. The next phase of this project will link specific competencies
with best practices, training and certification programs, and other resources that professionals
can use to improve their performance and credentials.
Integrative Advising Model
This is a joint project with the Association for Integrative Financial and Life Planning,
with whom LPN is designing the first formal model for integrative financial and life planning.
Integrative advising occurs when more than one professional joins forces,
on either an ongoing or as-needed basis, to offer their clients a more comprehensive and
holistic life planning experience. (See Pie of Life chart for additional information.).
The IA Model consists of three elements:
a conceptual framework that identifies the range of issues typically included
in integrative life planning, a process model that discusses the progression and
practice of working with clients, and a collaborative model
that surfaces the issues for professionals working together in an integrative way.
The first version of this model will be available in late fall 2010.
Excellence in Practice
This is a committee of LPN with a charter to develop professional standards of practice,
using the results of the projects listed above along with other information and resources,
and potentially, to design a certification program that will distinguish professionals
who meet certain training and practice experience standards.
Early work is focusing on linking best practices, existing
training programs and other resources to professional life planning competencies.
Later phases will identify training needs not currently being met and ways to meet them,
as well as agreement on certification standards and procedures.
The final phase will include implementation of a second-half-of-life planning certificate and
A curriculum committee and curriculum design team worked together to develop a
four-module core curriculum for second-half-of-life planning that has been successfully piloted.
The workshop curriculum is available for presentation by trained LPN members to organizations and companies.
Contact us if you would like more information.
The work of the design team significantly informed
Life Planning for the Third Age: A Design and Resource Guide and Toolkit,
commissioned and published by Civic Ventures in January 2004, and written by
LPN members Meg Newhouse with Judy Goggin.