Format
Planning templates, records and meeting tools.
258 resources
For Occupational therapists
A weekly energy planner that helps people rate activities by energy cost, spread them across the week and build in rest using Prioritise, Plan,…
Energy conservation · Wellbeing and self-care
For Positive behaviour support practitioners
A landscape time-sampling record for observing whether a person is engaged at set intervals, with the type of support offered, to measure and improve…
Active support and engagement · Observation and data collection
For Positive behaviour support practitioners
A record for trialling one change to a person's environment at a time, describing the change, baseline, observations over the trial and a decision…
Environmental changes · Proactive support strategies
For Occupational therapists
A template for clear, illustrated instructions for using equipment such as hoists, shower chairs or mobility aids, covering purpose, safety checks, steps, cleaning and…
Assistive technology · Equipment instructions
For Speech pathologists
A participation-focused planner for choosing everyday communication situations to work on, planning what to say and which supports to use, and reflecting on how…
Conversation supports · Functional communication
For Youth workers
A practical toolkit for young people facing exams: a study plan, quick calming skills, a night-before checklist, on-the-day tips and where to get help…
Anxiety and stress · Coping strategies
For Educators and school support staff
A visual story template for preparing students for an excursion, covering getting there, what will happen, what they might see and hear, who will…
Excursions and events · Transitions
For Psychologists
A CBT-informed planner for building a graded exposure hierarchy: name the goal, list feared situations, rate expected distress and plan practice from the easier…
Anxiety and stress · CBT-informed tools
For Allied health and multidisciplinary teams
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
For Counsellors and therapists
A family agreement created together in counselling, covering how we talk to each other, how we handle disagreements, time-outs, repair and regular family check-ins.
Conflict resolution · Family agreements
For Positive behaviour support practitioners
A form for families to share their knowledge of the person: strengths, history, what helps, triggers, communication, family priorities and concerns, for behaviour support…
Family and carer involvement · Proactive support strategies
For Social workers
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
For Occupational therapists
An OT-informed planner for smoother family mornings, mapping each step, who does what, preparing the night before, visual supports for children and pressure points…
Daily routines · Executive functioning
For Occupational therapists
An OT-informed planner for managing cognitive fatigue after brain injury, scheduling demanding tasks at best times, planning rests, reducing distractions and tracking energy.
Brain injury · Energy conservation
For Allied health and multidisciplinary teams
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
For Community services and case workers
A practical plan for people struggling to afford enough food, mapping local food relief, community meals, low-cost options, cooking facilities and longer-term supports.
Emergency relief and food support · Food security
For Positive behaviour support practitioners
A landscape tally sheet for counting how often a clearly defined behaviour happens in each session or shift, with totals, notes and space for…
Observation and data collection
For Positive behaviour support practitioners
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
For Positive behaviour support practitioners
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
For Allied health and multidisciplinary teams
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
For Positive behaviour support practitioners
A landscape comparison of what a good day and a hard day look like for the person, across sleep, health, routine, people, environment and…
Environmental and contextual factors · Proactive support strategies
For Occupational therapists
A planning template for a gradual return to work, study or valued activity after illness, injury or a break, with a baseline, graded steps,…
Energy conservation · Return to work and activity
For Allied health and multidisciplinary teams
A template for planning therapeutic or educational groups, covering purpose, participants, facilitators, session outlines, group agreements, accessibility, safety and evaluation.
Group facilitation · Group programs
For Occupational therapists
A practical habit-building planner that links a small new routine to something the person already does every day, sets up the environment and tracks…
Daily routines · Habit development
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