Format
Planning templates, records and meeting tools.
258 resources
For Allied health and multidisciplinary teams
A plan for interprofessional learning sessions where disciplines learn with, from and about each other, using a case, discipline perspectives, discussion questions and reflection.
Interdisciplinary practice · Interprofessional learning
For NDIS providers and support coordinators
A participant-led set of interview questions for choosing support workers, covering experience, values, communication, reliability and fit, with a simple scoring sheet.
Choice and control · Employing your own workers
For Speech pathologists
A team plan for introducing AAC, covering the system, core words to model, routines for modelling, who does what, access and availability, and review…
AAC and aided language · Introducing AAC
For NDIS providers and support coordinators
An organiser for self-managing participants and nominees to track invoices, payments, receipts and service agreements, with a monthly checklist and budget tracking.
Plan management · Records and invoices
For Youth workers
A practical checklist for young people getting ready for work or study, covering documents, getting there, applications, interviews and knowing their rights.
Goal setting · School and work readiness
For Occupational therapists
An OT-informed overview of a job's physical, cognitive, sensory, social and environmental demands, compared with the person's current abilities to plan return to work…
Employment · Return to work and activity
For Allied health and multidisciplinary teams
A template for planning sessions delivered by two disciplines together, covering shared goals, each discipline's focus, roles, session flow, the client's preferences and review.
Co-treatment and joint sessions · Interdisciplinary practice
For Youth workers
A planner for young people working towards a driver licence, covering the steps in their state or territory, documents, supervising drivers, a practice log…
Independent living · Learning to drive
For NDIS providers and support coordinators
A capacity-building plan for participants working towards coordinating their own supports, mapping skills, practice tasks, supports needed and how responsibility will be handed over.
Capacity building · Choice and control
For Community services and case workers
A practical organiser for working through bills, forms, appointments and documents with a client, sorting what is urgent and planning who will do what.
Housing and practical stability · Problem-solving
For Social workers
A trauma-informed life story template for children, young people or adults, with sections for about me, family and important people, places, milestones, achievements and…
Identity and belonging · Life story work
For Counsellors and therapists
A plan for clients experiencing loneliness, mapping current connections, the kinds of connection they want, barriers and small, realistic steps towards more meaningful contact.
Community participation · Loneliness and connection
For Psychologists
A CBT-informed plan for the end of treatment, summarising skills learned, high-risk situations, early signs, a step-by-step action plan and a schedule for self-review.
CBT-informed tools · Progress review
For Positive behaviour support practitioners
A planner for building days around the person's interests and goals, mapping a typical day, adding meaningful activities, roles and connections, and reviewing engagement.
Active support and engagement · Meaningful days
For NDIS providers and support coordinators
A plain-language meeting notes template for meetings with participants, covering who came, what we talked about, what was decided, who will do what and…
Accessible information · Meeting records
For Occupational therapists
An OT-informed planner for choosing and setting up memory aids for everyday tasks, from calendars and checklists to phone reminders and routines, with a…
Executive functioning · Independent living
For Youth workers
A planner for youth mentoring sessions, covering check-in, the young person's goals, the activity, reflection, next steps and boundaries, for mentors and youth workers.
Mentoring · Youth engagement
For Speech pathologists
A wallet-sized communication card the person can show to others, explaining how they communicate and how others can help, with space for an emergency…
Communication cards and passports · Communication partner strategies
For NDIS providers and support coordinators
A participant-led goal exploration guide that works through life areas, what is working and what the person would like to change, then shapes their…
Choice and control · Goal setting
For Disability support workers
A person-centred health profile to take to appointments and hospital, covering communication, health conditions, medicines, allergies, how to support the person and who to…
Health appointments · Health communication
For Disability support workers
A planner for putting together a personal sensory kit with items that help the person feel calm or alert, where to keep it and…
Proactive support strategies · Sensory preferences
For NDIS providers and support coordinators
A participant input template for provider progress reports, so the person's own views on goals, supports, what is working and what they want next…
Advocacy and self-advocacy · Participant voice
For NDIS providers and support coordinators
A one-place index of the evidence a registered provider holds for each Core Module Practice Standard: what it is, where it is kept, who…
Audit readiness · Documentation and record keeping
For NDIS providers and support coordinators
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 · Specialist disability accommodation (SDA)
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