Format
Planning templates, records and meeting tools.
258 resources
For Community services and case workers
A plain-language letter template for asking a creditor or utility provider for hardship assistance or a payment plan, with guidance for workers and a…
Budgeting and money · Emergency relief and food support
For NDIS providers and support coordinators
A participant-led planner for health and wellbeing goals, covering physical activity, eating, sleep, health checks, mental wellbeing and the support needed.
Health and wellbeing goals · Participant goals and planning
For Allied health and multidisciplinary teams
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
For Disability support workers
A visual plan for preparing for a holiday or trip away, covering where and when, travel, accommodation, what to pack, routines away from home…
Holidays and travel · Transitions
For Occupational therapists
A room-by-room checklist for identifying environmental barriers to everyday tasks and simple supports such as visual cues, storage, lighting and layout changes.
Home and environmental supports · Independent living
For Positive behaviour support practitioners
A daily communication page for sharing information between home and school about sleep, mood, health, highlights and strategies that worked, keeping both settings consistent.
Home and school partnerships · Proactive support strategies
For Educators and school support staff
A short, friendly note template for teachers to share what students are learning, how families can help at home, a celebration and ways to…
Home and school partnerships · Home learning
For Speech pathologists
A simple home practice diary for speech pathology programs, recording what was practised, how it went, the child's or client's mood and questions for…
Goal tracking · Home programs
For Occupational therapists
A weekly tracker for occupational therapy home programs, recording activities, frequency, completion, difficulty and notes, with a review section for the next session.
Goal tracking · Home programs
For Educators and school support staff
A student planner for breaking assignments into steps, planning backwards from due dates, packing the right materials and building a weekly homework routine.
Executive functioning · Student goals and self-monitoring
For Psychologists
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
For Social workers
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
For NDIS providers and support coordinators
An accessible record for house meetings in shared homes, with picture prompts for shared spaces, meals, visitors, worries and plans, and checks that everyone…
Meeting records · Shared living
For Community services and case workers
A fortnightly household budget planner that puts essentials first, lists income and expenses, tracks debts and shows where to get free financial counselling.
Budgeting and money · Housing and practical stability
For Disability support workers
A visual weekly roster for household chores with picture prompts, space for who does what each day and a simple done box, for shared…
Household tasks · Independent living
For Social workers
A conversation tool for reviewing housing, money, food, utilities, transport, documents, health access and safety, then agreeing practical priorities.
Housing and practical stability · Person in environment
For NDIS providers and support coordinators
An Easy Read support preferences profile that helps a participant tell new workers and providers how they like to be supported, what matters to…
Choice and control · Service coordination
For NDIS providers and support coordinators
An incident register built around the details the NDIS incident management rules require, with reportable incident dates and a review section for learning and…
Audit readiness · Incident management
For Educators and school support staff
A student-led plan for staying calm at school, covering early signs, triggers, what helps, a calm space, who to go to and how adults…
Calm plans · Classroom regulation
For Community services and case workers
A structured intake guide that helps case workers identify needs across ten life areas and sort them into today, soon and later, with the…
Intake and needs identification · Referral and case planning
For Allied health and multidisciplinary teams
A referral template for one discipline to refer to another within a team, focused on the question to be answered, the person's goals and…
Referral and case planning · Team communication
For Allied health and multidisciplinary teams
A shared care plan template that puts the person's goals and preferences first, maps each discipline's contribution, names a key contact and sets review…
Care and support planning · Collaborative goal setting
For Positive behaviour support practitioners
An informal inventory of what a person enjoys across activities, people, places, objects, sensory experiences and routines, and how the team knows, to build…
Quality of life · Skill building
For NDIS providers and support coordinators
A documented internal audit program, a report template for each audit and a corrective action plan, so findings are tracked through to close-out.
Audit readiness · Quality improvement
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