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Practical worksheets, handouts, visual supports and guides for helping professionals. Search by keyword, filter by profession or topic, and preview each resource before you download.

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Plus membersTemplates and planning tools

For Community services and case workers

Case Plan Template

A client-led case plan template covering the client's goals in their words, strengths, barriers, actions, who is responsible, timeframes and review.

Collaborative goal setting · Referral and case planning

FreePractitioner and facilitator guides

For Allied health and multidisciplinary teams

Collaborative Goal-Setting Meeting Guide

A meeting guide and template for multidisciplinary teams to set shared, person-led goals, agree who does what and plan reviews.

Collaborative goal setting · Goal setting

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Goal Setting Training Session Plan

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

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Interdisciplinary Care Plan Template

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

FreeTemplates and planning tools

For Allied health and multidisciplinary teams

Progress Review Discussion Template

A person-led progress review template that compares the person's and the team's views of each shared goal, captures what helped and agrees adjustments and…

Collaborative goal setting · Progress review

FreePractitioner and facilitator guides

For Allied health and multidisciplinary teams

Shared Decision-Making Conversation Guide

A conversation guide and option grid that help practitioners and people make decisions together, based on the options available and what matters most to…

Collaborative goal setting · Shared decision-making

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Therapy Block Planning Template

A template for planning a block of therapy sessions with goals, session focus, home practice, measures and a review point, shared with the client.

Collaborative goal setting · Outcome measurement

Plus membersTemplates and planning tools

For Psychologists

Treatment Goals and Expectations

A shared document for the start of psychological treatment, covering the client's goals, what treatment will involve, roles, between-session practice, measuring progress and review…

Collaborative goal setting · Informed consent

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