For Occupational therapists
NDIS Functional Capacity Report (Paediatric)
A paediatric functional report comparing the child to same-age peers across the six areas, with family priorities.
Intake and needs identification · Reports and letters
Access
Plus members
Resources included with Individual Plus, Team Plus and Enterprise memberships.
615 resources
For NDIS providers and support coordinators
NDIS Service Agreement Template
A plain-language service agreement covering supports, prices, responsibilities, cancellations, changes, feedback and ending the agreement.
Audit readiness · NDIS participant file
For Speech pathologists
NDIS Speech Pathology Progress Report
A progress report template for NDIS plan reassessments, showing goals, progress, function and recommendations.
Coordinating reports · Reports and letters
For Community services and case workers
New Arrival Settlement Checklist
A checklist for workers supporting people newly arrived in Australia, covering health, income, banking, housing, education, English classes, interpreters, community connection and specialist services.
Cultural responsiveness · Service navigation
For NDIS providers and support coordinators
New Housemate Consultation Record
A record of how current residents were consulted before a new housemate moves into a shared home, and how everyone's needs, preferences and safety…
Shared living · SIL house records
For NDIS providers and support coordinators
New Provider Registration Checklist
A step-by-step checklist for applying to become a registered NDIS provider.
Audit readiness · NDIS governance and registers
For Allied health and multidisciplinary teams
New Staff Orientation Checklist
An orientation checklist for new allied health team members, covering welcome, systems, policies, clinical governance, caseload, supervision and wellbeing over the first weeks.
Clinical and professional supervision · Staff orientation
For Educators and school support staff
Note-Taking Strategies
A student guide to effective note-taking, with a two-column notes template, abbreviation tips, mind map space and a quick review routine for after class.
Executive functioning · Study skills
For NDIS providers and support coordinators
Notify the Commission Checklist
What you must tell the NDIS Commission, and a record of what you told them and when.
Audit readiness · Documentation and record keeping
For Occupational therapists
Occupational Balance Wheel
A visual wheel and table for reviewing the balance of self-care, work or study, rest, leisure, social and home activities, comparing current and preferred…
Occupational balance · Participation goals
For Social workers
Older Person's Wellbeing Check-In
A respectful wellbeing check-in for older people covering health, mood, connection, safety, home, money and what matters to them, to guide support planning.
Aged care transitions · Older adult wellbeing
For Educators and school support staff
On-Task Self-Monitoring Card
A desk card for students to self-monitor whether they are on task at regular signals, with a simple tick grid, a goal and a…
Attention and focus · Classroom regulation
For NDIS providers and support coordinators
Open Disclosure Procedure
How to talk openly with a person and their family after something has gone wrong.
Incident management · NDIS policies and procedures
For NDIS providers and support coordinators
Organisation Chart and Role Map
A simple chart of your structure, key personnel and who acts when someone is away.
Audit readiness · NDIS governance and registers
For NDIS providers and support coordinators
Organisation Induction Checklist
A full induction checklist for new workers, covering the NDIS, policies, safety, systems and participants.
Audit readiness · NDIS worker file
For NDIS providers and support coordinators
Organisational Risk Register
A risk register covering every area the NDIS risk management standard lists, with ratings, current controls, further actions, owners and review dates.
Audit readiness · NDIS governance and registers
For Allied health and multidisciplinary teams
Outcome Measurement Planning Template
A template for planning how a service will measure outcomes, covering what matters to clients, choosing appropriate measures, timing, who collects data and how…
Outcome measurement · Progress review
For Youth workers
Outreach Engagement Checklist
A checklist for youth outreach workers covering preparation, approaching young people, building trust, safety, follow-up and recording, for street, school and community outreach.
Outreach engagement · Worker safety
For Community services and case workers
Outreach Visit Safety Checklist
A worker safety checklist for home and outreach visits, covering planning, check-in systems, arriving, during the visit, leaving if unsafe and debriefing.
Worker safety
For Occupational therapists
Pain and Activity Pacing Plan
An OT-informed pacing plan for people with persistent pain or fatigue, covering boom and bust patterns, baselines, time-based pacing, gradual increases and planning rest.
Energy conservation · Pain and pacing
For Educators and school support staff
Parent and Teacher Communication Log
A shared log for regular two-way communication between families and teachers, recording updates, successes, concerns, actions and agreed next contact.
Home and school partnerships · Team communication
For Occupational therapists
Parent Coaching Session Plan
An OT session plan for coaching parents in everyday routines, covering the family's goal, observing the routine, reflecting together, trying strategies and planning practice.
Family routines · Parent coaching
For Counsellors and therapists
Parenting Stress Reflection
A reflection for parents and caregivers on sources of parenting stress, its effects, what helps, support available and one change to ease the load,…
Parenting stress · Parenting support
For Community services and case workers
Parenting Support Needs Conversation
A strengths-based conversation guide for case workers to explore what parents want help with, covering routines, behaviour, wellbeing, practical needs and preferred supports.
Parenting support · Referral and case planning
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