Topic

Professional practice and casework

Case planning, referrals, service navigation, team communication and practitioner reflection.

395 resources

FreeReflection activities

For Youth workers

Culture and Belonging Reflection

A reflection for young people on culture, identity and belonging, exploring where they feel they belong, cultural strengths, people who connect them and what…

Cultural connection · Identity and belonging

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Daily Communication Book

A shared daily page for handover, appointments, messages and things to follow up.

Documentation and record keeping · Shared living

FreeTemplates and planning tools

For NDIS providers and support coordinators

Daily Support Notes Template

A simple daily notes template for providers and workers linking supports delivered to the participant's goals, with the participant's comments, highlights and follow-ups.

Documentation and record keeping · Participant voice

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Data Breach Log

A log of suspected data breaches, assessments, notifications and improvements.

Confidentiality · Documentation and record keeping

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Data Breach Response Plan

What to do in the first hours and days after personal information is lost, stolen or sent to the wrong person.

Confidentiality · Documentation and record keeping

Plus membersPractitioner and facilitator guides

For Positive behaviour support practitioners

Data Collection Training Guide

A guide for behaviour support practitioners training teams to collect reliable, respectful data, covering why data matters, definitions, recording methods, practice and checking agreement.

Data collection training · Observation and data collection

Plus membersTemplates and planning tools

For Positive behaviour support practitioners

Data Summary for Reviews

A template for summarising behaviour support data for plan reviews, covering trends, quality of life indicators, strategy implementation, the person's views and recommendations.

Data review · Observation and data collection

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Death of a Participant Procedure

What to do when a participant dies, including emergency response, reporting, and supporting people who are grieving.

Grief and loss · Incident management

FreePrintable worksheets

For Community services and case workers

Debt Priority Worksheet

A worksheet for listing debts and sorting them into priority and non-priority, so people can protect housing and essentials first and get free financial…

Budgeting and money · Debt

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Delegations of Authority Register

Who can approve what: spending, hiring, reports to the Commission, agreements and policies.

Audit readiness · Documentation and record keeping

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Dignity of Risk and Safeguarding Plan (SIL)

A plan made with a person in supported independent living that respects their choice to take a risk, lists the safeguards they agree to,…

Dignity of risk · NDIS participant file

FreeChecklists

For Allied health and multidisciplinary teams

Documentation Peer Review Checklist

A checklist for peer review of de-identified clinical or case notes, covering identification, clarity, objectivity, consent, risk, plans and timeliness, with structured feedback.

Documentation and record keeping · Interdisciplinary practice

Plus membersPractitioner and facilitator guides

For Youth workers

Duty of Care Decision Guide

A decision guide for youth workers balancing young people's rights and autonomy with duty of care, covering risk, the young person's views, options, consultation…

Duty of care · Safeguarding

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Early Childhood Supports Policy

How your organisation delivers family-centred, inclusive early childhood supports in everyday settings.

Audit readiness · Children and young people

Plus membersPractitioner and facilitator guides

For Social workers

Elder Abuse Awareness Guide

A practitioner guide to recognising and responding to elder abuse, covering forms of abuse, signs, talking with the older person, rights and choice, safety…

Elder abuse · Safeguarding

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Emergency and Disaster Management Policy

How your organisation prepares for, responds to and recovers from emergencies and disasters, with participants at the centre.

Audit readiness · Emergency preparedness

FreeTemplates and planning tools

For NDIS providers and support coordinators

Emergency and Disaster Preparedness Plan

A person-centred plan for emergencies and disasters, covering support needs, communication, medication and equipment, evacuation, who to contact and an emergency kit.

Emergency preparedness · NDIS participant file

FreeChecklists

For Community services and case workers

Emergency Relief Request Preparation

A client-friendly checklist for preparing to ask for emergency relief: what you need, what services may ask, what to bring and what to do…

Emergency relief and food support · Housing and practical stability

Plus membersTemplates and planning tools

For Community services and case workers

Employment Barriers and Strengths Plan

A plan for case workers and clients working towards employment, mapping strengths, barriers such as transport, childcare, health and documents, supports and next steps.

Employment · Employment planning

Plus membersReflection activities

For Counsellors and therapists

End-of-Session Reflection

A brief end-of-session reflection for clients covering what was useful, what they will take away, how the session felt and anything to raise next…

Session feedback · Session planning and structure

Plus membersReflection activities

For Counsellors and therapists

Ending Counselling: Looking Back and Looking Forward

A reflection for the final stage of counselling, looking back at progress, skills and insights, and forward to maintaining change, early warning signs and…

Endings · Progress review

Plus membersReflection activities

For Community services and case workers

Engagement Barriers Reflection

A reflection for workers and teams on why people may not engage with a service, looking at practical, emotional, cultural and service barriers, and…

Client engagement · Critical reflection

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Enquiry, Referral and Waiting List Log

A log of enquiries, referrals, decisions and people waiting for a service.

Audit readiness · NDIS governance and registers

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Equipment and Assistive Technology Register

A register of equipment and assistive technology with owner, service dates and instructions.

Assistive technology · SIL house records

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