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Templates and planning tools

Planning templates, records and meeting tools.

258 resources

Plus membersTemplates and planning tools

For Educators and school support staff

On-Task Self-Monitoring Card

A desk card for students to self-monitor whether they are on task at regular signals, with a simple tick grid, a goal and a…

Attention and focus · Classroom regulation

FreeTemplates and planning tools

For Positive behaviour support practitioners

One-Page Person Profile

A one-page profile capturing who the person is, what matters to them, what a good day looks like, how they communicate and the support…

Choice and control · Person-centred planning

FreeTemplates and planning tools

For Educators and school support staff

Online Learning Routine

A student routine for learning online or from home, covering set-up, a daily timetable, breaks, staying on track, getting help and finishing the day.

Daily routines · Online learning

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Organisational Risk Register

A risk register covering every area the NDIS risk management standard lists, with ratings, current controls, further actions, owners and review dates.

Audit readiness · Risk management

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Outcome Measurement Planning Template

A template for planning how a service will measure outcomes, covering what matters to clients, choosing appropriate measures, timing, who collects data and how…

Outcome measurement · Progress review

Plus membersTemplates and planning tools

For Occupational therapists

Pain and Activity Pacing Plan

An OT-informed pacing plan for people with persistent pain or fatigue, covering boom and bust patterns, baselines, time-based pacing, gradual increases and planning rest.

Energy conservation · Pain and pacing

Plus membersTemplates and planning tools

For Educators and school support staff

Parent and Teacher Communication Log

A shared log for regular two-way communication between families and teachers, recording updates, successes, concerns, actions and agreed next contact.

Home and school partnerships · Team communication

Plus membersTemplates and planning tools

For Occupational therapists

Parent Coaching Session Plan

An OT session plan for coaching parents in everyday routines, covering the family's goal, observing the routine, reflecting together, trying strategies and planning practice.

Family routines · Parent coaching

FreeTemplates and planning tools

For Social workers

Parenting Support Plan

A strengths-based plan with parents and caregivers covering their strengths, their child's needs, goals, supports and who can help, focused on what the family…

Family systems · Parenting support

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Participant Money and Property Record

A record for handling a participant's money and property in a shared home: what the person has agreed to, every transaction with receipts, monthly…

Budgeting and money · Rights

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Participant Satisfaction Check-In

A short, accessible check-in for providers and support coordinators to ask participants how their supports are going, what is working, what is not and…

Feedback and complaints · Participant satisfaction

Plus membersPrintable worksheets

For Occupational therapists

Participation Goals Planner

A collaborative planner for identifying meaningful activities across self-care, productivity and leisure, what gets in the way and participation-focused goals.

Goal setting · Participation goals

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Participation Log

A log for recording community and social participation, linked to the participant's goals, with their own comments on what they enjoyed and what they…

Community participation · Participant voice

FreeTemplates and planning tools

For Youth workers

Party Safety Plan

A practical plan for young people heading to parties or events, covering getting there and home, looking after friends, drinks, phones, consent and what…

Alcohol and other drugs · Healthy relationships

Plus membersPrintable worksheets

For Disability support workers

Personal Care Preferences Profile

A respectful profile that records how a person likes to be supported with showering, dressing, grooming and other personal care, with privacy and dignity…

Choice and control · Personal care and dignity

Plus membersPrintable worksheets

For Speech pathologists

Phone and Video Call Planner

A planner that helps people with communication difficulties prepare for phone and video calls, with scripts, supports, practice steps and options such as captions…

Conversation supports · Functional communication

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Plain Language Report Summary Template

A one-page plain-language summary template for clinical reports, covering why we met, what we found, what it means, what we recommend and what happens…

Health literacy · Plain language reports

FreeTemplates and planning tools

For NDIS providers and support coordinators

Plan Budget Tracker

A participant-friendly budget tracker for keeping an eye on plan spending by support type, month by month, with space for notes and questions.

Budgeting and money · Service coordination

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Plan Review Timeline Planner

A timeline planner for the months leading up to a plan reassessment, mapping tasks such as gathering reports, reviewing goals and preparing the participant's…

Evidence and reports · Plan reviews

FreeChecklists

For NDIS providers and support coordinators

Planning Meeting Preparation Pack

A practical pack that helps participants and supporters prepare for a planning or review meeting: what has changed, what to bring, questions to ask…

Advocacy and self-advocacy · Choice and control

Plus membersTemplates and planning tools

For Psychologists

Positive Data Log

A CBT-informed log for collecting everyday evidence that supports a new, more balanced belief, with daily entries and regular belief ratings.

CBT-informed tools · Core beliefs

Plus membersTemplates and planning tools

For Positive behaviour support practitioners

Positive Interactions Tracker

A simple tracker for teams to notice and increase positive interactions with the person they support, with tallies for positive and corrective interactions and…

Positive interactions · Proactive support strategies

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Practice Leader Observation Record (SIL)

An observation and coaching record for house leaders: what good support looks like in a person's home, what was seen on shift, feedback given…

Active support and engagement · Practice leadership

Plus membersTemplates and planning tools

For Social workers

Practitioner Wellbeing Plan

A personal wellbeing plan for social workers covering what sustains me, early warning signs, daily and weekly practices, supervision, boundaries and support contacts.

Burnout · Clinical and professional supervision

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