Age group

Practitioners and teams

Resources for professional use rather than for clients.

179 resources

FreeConversation cards

For Counsellors and therapists

Externalising the Problem Conversation Guide

A practitioner guide with question prompts for externalising conversations: naming the problem, mapping its effects, noticing times it has less influence and exploring preferred…

Narrative approaches · Strengths-based practice

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Family and Carer Involvement Plan

A plan, made with the person's consent, for how family and carers will be involved: who, what information is shared, their role, how they…

Family and carer involvement · Informed consent

Plus membersPractitioner and facilitator guides

For Social workers

Family Meeting Planning Guide

A guide for planning and facilitating family meetings in health and community settings, covering purpose, attendees, interpreters, agenda, roles, the meeting itself and follow-up.

Discharge and transition planning · Family meetings

Plus membersPractitioner and facilitator guides

For Social workers

Family Violence Referral Pathways Guide

A practitioner guide to responding to family violence disclosures and referral pathways, covering immediate safety, listening, risk assessment through organisational frameworks, specialist services and…

Family violence · Referral and case planning

Plus membersPractitioner and facilitator guides

For Social workers

Financial Hardship Conversation Guide

A practitioner guide for opening respectful conversations about money, exploring income, debts and essentials, recognising financial abuse and making well-matched referrals.

Financial hardship · Referral and case planning

Plus membersChecklists

For NDIS providers and support coordinators

First 30 Days of a New Plan

A support coordination checklist for the first 30 days of a new NDIS plan, from understanding the plan with the participant to connecting providers,…

Participant goals and planning · Plan implementation

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

First Appointment Information Letter

A plain-language template letter for first appointments, explaining what to expect, what to bring, costs, accessibility, cancellations, privacy and how to contact the service.

Appointment information · Client engagement

FreeChecklists

For Community services and case workers

First Meeting and Engagement Guide for Case Workers

A guide and checklist for first meetings with new clients: preparing, explaining the service and confidentiality honestly, gaining consent and agreeing what happens next.

Client engagement · Referral and case planning

Plus membersChecklists

For NDIS providers and support coordinators

First Meeting with a New Provider

A provider guide for first meetings with participants, with checklists for before, during and after the meeting focused on getting to know the person…

Choosing providers · Client engagement

FreeChecklists

For Positive behaviour support practitioners

Functional Assessment Preparation Checklist

A checklist to help behaviour support practitioners and teams prepare the information, consent, observations and interviews needed before a functional behaviour assessment.

Behaviour as communication · Observation and data collection

Plus membersTemplates and planning tools

For Positive behaviour support practitioners

Getting to Know the Person: New Staff Plan

A plan for introducing new staff to a person with behaviour support needs, covering reading key documents, shadow shifts, shared activities, relationship building and…

Getting to know the person · Team training

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Goal Setting Training Session Plan

A session plan for training allied health teams in collaborative goal setting, covering principles, writing meaningful goals with clients, practice with cases and feedback.

Collaborative goal setting · Goal setting training

Plus membersPractitioner and facilitator guides

For Positive behaviour support practitioners

Goal-Linked Data Review Guide

A guide for reviewing behaviour support data against the person's goals and quality of life outcomes, not only behaviour reduction, with prompts and a…

Data review · Goal tracking

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Group Program Planning Template

A template for planning therapeutic or educational groups, covering purpose, participants, facilitators, session outlines, group agreements, accessibility, safety and evaluation.

Group facilitation · Group programs

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Health Literacy-Friendly Appointment Plan

A plan for designing appointments that support understanding, covering preparation, plain language, visual aids, teach-back, written take-home information and follow-up.

Appointment information · Health literacy

FreeChecklists

For Allied health and multidisciplinary teams

Home Program Design Checklist

A checklist for designing home programs that fit into daily life, covering goals, number of activities, routines, instructions, demonstration, tracking and review.

Health literacy · Home programs

Plus membersChecklists

For NDIS providers and support coordinators

Home Safety, Infection Control and Environment Check

A regular walk-through check of a supported independent living home: fire and emergency, hazards, infection prevention and control, food safety, homeliness and privacy, and…

Home and environmental supports · Infection prevention and control

Plus membersChecklists

For Occupational therapists

Home Visit Preparation Checklist

An OT checklist for preparing home assessment visits, covering consent and referral information, equipment to bring, measurements to take, safety and report follow-up.

Home and environmental supports · Home modifications

Plus membersChecklists

For Community services and case workers

Home Visit Preparation for Case Workers

A preparation sheet for respectful, purposeful home visits, covering purpose, the client's preferences and consent, cultural considerations, what to bring, safety checks and follow-up.

Client engagement · Home visits

Plus membersTemplates and planning tools

For Psychologists

Homework Review Sheet

A psychologist's in-session sheet for reviewing between-session tasks, covering what was attempted, what was learned, barriers, links to the formulation and the next task.

Between-session practice · CBT-informed tools

FreeChecklists

For Social workers

Hospital Discharge and Transition Planning Checklist

A psychosocial discharge planning checklist for hospital social workers covering the person's goals, home, supports, carers, practical needs, follow-up and what to do if…

Discharge and transition planning · Support networks

Plus membersPractitioner and facilitator guides

For Social workers

Hospital Social Work First Contact Prompts

A prompt sheet for first contacts in hospital social work, covering introductions, the reason for referral, the patient's priorities, home and supports, practical concerns,…

Discharge and transition planning · Hospital social work

Plus membersChecklists

For NDIS providers and support coordinators

House Medication Audit Checklist

A monthly medication audit for supported independent living homes covering records, storage, administration, worker knowledge, errors and follow-up actions.

Audit readiness · Medication routines

Plus membersChecklists

For Positive behaviour support practitioners

Implementation Consistency Checklist

An observation checklist for checking whether behaviour support plan strategies are being used consistently, with supportive feedback and actions for training.

Implementation consistency · Proactive support strategies

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