What it is for

Tools for practitioners

Guides, checklists and templates for your own practice.

541 resources

Plus membersChecklists

For Youth workers

Outreach Engagement Checklist

A checklist for youth outreach workers covering preparation, approaching young people, building trust, safety, follow-up and recording, for street, school and community outreach.

Outreach engagement · Worker safety

Plus membersChecklists

For Community services and case workers

Outreach Visit Safety Checklist

A worker safety checklist for home and outreach visits, covering planning, check-in systems, arriving, during the visit, leaving if unsafe and debriefing.

Worker safety

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 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

Plus membersPractitioner and facilitator guides

For Community services and case workers

Parenting Support Needs Conversation

A strengths-based conversation guide for case workers to explore what parents want help with, covering routines, behaviour, wellbeing, practical needs and preferred supports.

Parenting support · Referral and case planning

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 membersChecklists

For NDIS providers and support coordinators

Participant File Checklist and File Audit

A checklist of everything a complete participant file should hold, which doubles as a file audit tool.

Audit readiness · Documentation and record keeping

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Participant Intake Form

A complete intake form for new participants: contacts, plan details, supports, health, communication, risks and preferences.

Audit readiness · NDIS participant file

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Participant Money and Property Policy

How your organisation protects participants' money and belongings, and keeps a clear record of each transaction.

Audit readiness · Budgeting and money

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 · NDIS participant file

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Participant Profile and Support Summary

A two-page snapshot so that a new worker can support a person well, safely and respectfully from the first shift.

NDIS participant file · Person-centred planning

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Participant Register

A register of participants with plan dates, agreements, reviews and key flags.

Audit readiness · Documentation and record keeping

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 · NDIS participant file

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Participant Welcome Pack Template

A welcome pack for new participants: who you are, what to expect, rights, how to reach you, and what to do in an emergency.

Audit readiness · NDIS participant file

Plus membersReflection activities

For Positive behaviour support practitioners

PBS Practitioner Capability Self-Reflection

A self-reflection for supervision on assessment, planning, implementation, rights and restrictive practice reduction.

Behaviour as communication · Clinical and professional supervision

Plus membersGroup activities

For Youth workers

Peer Support Skills

A training resource for young peer supporters covering listening, encouraging, knowing limits, confidentiality and its limits, self-care and when and how to get adult…

Help-seeking · Listening skills

Plus membersPractitioner and facilitator guides

For Allied health and multidisciplinary teams

Person-Centred Language Guide for Clinicians

A practical guide to respectful, person-centred language in conversations and records, with common phrases to rethink, alternatives, and guidance on asking people how they…

Documentation and record keeping · Respectful language

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Person-Centred Supports Policy

How your organisation makes sure each participant's rights, choices and goals shape the supports they receive.

NDIS policies and procedures · Person-centred planning

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

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

Plus membersInteractive activities

For Occupational therapists

Play Ideas for Development

An OT-informed menu of everyday play ideas that support fine motor, gross motor, sensory, play and self-care skills, with tips for following the child's…

Fine motor skills · Parenting support

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Policy and Document Control Register

A register of every policy and form, with version, owner and review dates.

Audit readiness · Documentation and record keeping

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Position Description: Support Worker

An editable position description with duties, Code of Conduct, screening, skills and competencies.

NDIS worker file · The support worker role

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