For Disability support workers
Community Outing Plan
A visual plan for a community outing, covering where, when, who, what to bring, accessibility, costs, the plan for breaks and what to do…
Community participation · Leisure and recreation
Format
Templates and planning tools
Planning templates, records and meeting tools.
258 resources
For NDIS providers and support coordinators
Community Participation Planner
A participant-led planner for exploring interests and places in the community, identifying barriers and the supports needed, and planning first steps.
Community participation · Participant goals and planning
For Allied health and multidisciplinary teams
Community Resource Directory Template
A client-friendly directory template for listing local services by need, with plain-language descriptions, contact details, opening hours, costs and accessibility notes.
Community resources · Resource directories
For Social workers
Community Resource Mapping Template
A template for social workers and teams to map local services and supports by need, recording contacts, eligibility, costs, wait times, cultural safety and…
Community resources · Referral and case planning
For Social workers
Complaint Letter Template
A plain-language complaint letter template clients can adapt, with guidance on describing what happened, the impact, what they want, deadlines and where to go…
Advocacy and self-advocacy · Complaints
For NDIS providers and support coordinators
Complaints Register and Response Record
A complaints register and good-practice checklist that follow the NDIS complaints management rules, from acknowledgement and support to outcome, learning and 7-year records.
Audit readiness · Feedback and complaints
For NDIS providers and support coordinators
Conflict of Interest Declaration and Register
A declaration form for directors, managers and workers, and a register showing how each actual or perceived conflict of interest is managed and explained…
Audit readiness · Conflicts of interest
For NDIS providers and support coordinators
Continuous Improvement Register
A register for every improvement that comes from feedback, complaints, incidents, audits and worker ideas, from the issue through to evidence that the change…
Audit readiness · Feedback and complaints
For Youth workers
Cooking on a Budget
A practical guide for young people cooking on a budget, with pantry staples, money-saving tips, three simple meal ideas and a weekly meal plan.
Budgeting and money · Independent living
For NDIS providers and support coordinators
Coordinating Allied Health Reports
A coordination tool for support coordinators requesting and tracking reports from multiple allied health providers, covering purpose, questions to address, deadlines and participant review.
Coordinating reports · Evidence and reports
For Psychologists
Coping Cards Builder
A builder for personal coping cards that pair a difficult situation or thought with a helpful response and an action, printed small to carry…
CBT-informed tools · Coping cards
For Positive behaviour support practitioners
Coping Skills Teaching Plan
A plan for teaching a coping skill as a replacement for behaviours of concern, covering the skill, why it fits, teaching steps, practice when…
Proactive support strategies · Skill building
For Counsellors and therapists
Counselling Goals Agreement
A collaborative agreement for the start of counselling that records the client's hopes, two or three goals, how sessions will work, confidentiality and when…
Goal setting · Session planning and structure
For Community services and case workers
Cultural Connection Plan
A client-led plan for staying connected to culture, community, language, family and country or homeland, with people and places that matter and support needed.
Cultural connection · Cultural safety
For Youth workers
Cyberbullying Response Plan
A step-by-step plan for young people and workers responding to cyberbullying: staying safe, keeping evidence, blocking and reporting, telling trusted people and escalating serious…
Bullying · Online safety
For Occupational therapists
Daily Planner for Memory Support
A clear one-page daily planner designed for people with memory difficulties, with the date, time-based plan, appointments, tasks, medication prompts and an end-of-day check.
Daily routines · Memory supports
For Psychologists
Daily Self-Monitoring Record
A landscape self-monitoring record for noting situations, thoughts, feelings, body sensations, intensity and actions, with a weekly pattern review for treatment sessions.
CBT-informed tools · Self-monitoring
For NDIS providers and support coordinators
Daily Support Notes Template
A simple daily notes template for providers and workers linking supports delivered to the participant's goals, with the participant's comments, highlights and follow-ups.
Documentation and record keeping · Participant voice
For Positive behaviour support practitioners
Data Summary for Reviews
A template for summarising behaviour support data for plan reviews, covering trends, quality of life indicators, strategy implementation, the person's views and recommendations.
Data review · Observation and data collection
For NDIS providers and support coordinators
Dignity of Risk and Safeguarding Plan (SIL)
A plan made with a person in supported independent living that respects their choice to take a risk, lists the safeguards they agree to,…
Dignity of risk · Safeguarding
For Positive behaviour support practitioners
Duration Recording Sheet
A landscape sheet for recording how long a clearly defined behaviour or activity lasts, with start and end times, context and notes for review.
Observation and data collection
For NDIS providers and support coordinators
Emergency and Disaster Preparedness Plan
A person-centred plan for emergencies and disasters, covering support needs, communication, medication and equipment, evacuation, who to contact and an emergency kit.
Emergency preparedness · Person-centred planning
For Psychologists
Emotion Diary Card
A one-week landscape diary card for tracking daily emotions and intensity, triggers, skills used and how helpful they were, for review in psychology sessions.
Emotional literacy · Emotional regulation
For Community services and case workers
Employment Barriers and Strengths Plan
A plan for case workers and clients working towards employment, mapping strengths, barriers such as transport, childcare, health and documents, supports and next steps.
Employment · Employment planning
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