About this resource
Keeping a home is easier with a plan. This template covers rent and money, caring for the property, neighbour relationships, health and wellbeing, early warning signs that things are slipping and who to contact, made with the tenant and reviewed regularly.
Purpose
To help people sustain tenancies by planning ahead and acting early.
Who it is for
Primary profession: Social workers. Also relevant for community services and case workers, youth workers.
Client or participant group: Tenants at risk of losing their housing, and the workers supporting them.
Practice setting: Housing, mental health, hospital and community services.
Suggested uses
- New tenancies after homelessness
- Tenancies at risk
- Mental health and housing support
- Case planning
Instructions for practitioners
- Plan with the tenant, using their goals.
- Include early warning signs and actions.
- Coordinate with housing providers, with consent.
- Review regularly.
Instructions for clients or participants
- Write what helps you keep your home.
- Write your early warning signs.
- Write who you will contact.
Accessibility considerations
Interpreters and verbal completion.
Scope and limitations
A planning tool. Tenancy laws differ between states and territories.
Research basis
Case management practice standards describe assessment, planning, coordination, review and planned exits with the person at the centre.
- Case Management Society of Australia and New Zealand. (2013). National standards of practice for case management (3rd ed.). https://www.cmsa.org.au/
What is included
A 2-page printable A4 PDF, including a practitioner notes page with the research basis (version 1.0).
Originality
Original Practitioner Plus content: wording, activity structure, layout and icons were created for this resource. No third-party worksheets, illustrations or text were reproduced.



