What it is for

Tools for practitioners

Guides, checklists and templates for your own practice.

541 resources

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 membersReflection activities

For Social workers

Power and Privilege Practice Reflection

A structured reflection for social workers on their own identities, privilege and power in practice relationships, how these shape decisions and what anti-oppressive practice…

Critical reflection · Cultural safety

Plus membersChecklists

For Social workers

Practical Tasks After a Death

A gentle checklist for families and workers covering the practical tasks after someone dies, from the first days to the following months, with space…

Bereavement practicalities · Grief and loss

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 · NDIS worker file

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

Plus membersTemplates and planning tools

For Positive behaviour support practitioners

Predictability Supports Plan

A plan for making a person's days more predictable, covering schedules, warnings before changes, consistent routines, preparing for new events and handling unexpected changes.

Predictability · Proactive support strategies

Plus membersTemplates and planning tools

For Positive behaviour support practitioners

Preference Exploration Record

An informal landscape record for offering choices and noting how the person responds, to discover what they genuinely enjoy and build more of it…

Choice and control · Preference exploration

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Privacy Collection Statement for Practices

A plain-language privacy statement for clients, for your intake pack or website.

Client records and consent · Confidentiality

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Privacy Notice for Participants

A plain-English privacy notice to give participants: what you collect, why, who sees it, and how to get in touch.

Confidentiality · NDIS participant file

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Privacy, Dignity and Confidentiality Policy

How your organisation collects, uses, shares and protects personal information, and protects each person's dignity during support.

Confidentiality · NDIS policies and procedures

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

PRN Medication Protocol and Record

A written protocol for as-needed medicines, with signs, limits, what to try first, and a record of each dose.

Medication support · NDIS participant file

Plus membersTemplates and planning tools

For Positive behaviour support practitioners

Proactive Strategies Planner

A team planner for strategies that make good days more likely: changes to environments, routines, communication, choice and meaningful activity.

Environmental and contextual factors · Proactive support strategies

Plus membersTemplates and planning tools

For Psychologists

Problem List and Priorities

A collaborative problem list for early treatment, recording current problems, their impact and the client's priorities, linked to goals and the treatment plan.

Formulation support · Problem lists

Plus membersReflection activities

For Allied health and multidisciplinary teams

Professional Boundaries Reflection

A reflection for practitioners on professional boundaries, covering gifts, self-disclosure, social media, dual relationships, contact outside work and warning signs, for supervision.

Clinical and professional supervision · Professional boundaries

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

Plus membersTemplates and planning tools

For Psychologists

Psychological Report Template

A structured psychological report with referral question, background, assessment results, formulation and recommendations.

Assessment summaries · Reports and letters

FreeConversation cards

For Social workers

Psychosocial Needs Conversation Prompts

A set of open, respectful conversation prompts across eight psychosocial areas to help social workers explore needs and strengths without a checklist feel.

Intake and needs identification · Person in environment

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Quality Improvement Project Planner

A planner for small-scale quality improvement projects using plan, do, study, act cycles, from defining the problem and aim to measures, changes to test…

Outcome measurement · Quality improvement

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Quality Management and Continuous Improvement Policy

How your organisation measures quality, runs internal audits and turns feedback into real change.

Audit readiness · NDIS policies and procedures

Plus membersChecklists

For Positive behaviour support practitioners

Quality of Life Observation Checklist

A checklist for teams to reflect on a person's quality of life across eight areas, from emotional and physical wellbeing to relationships, inclusion, choice…

Proactive support strategies · Quality of life

Plus membersTemplates and planning tools

For Social workers

Re-engaging After a Missed Appointment

Message templates and a conversation guide for social workers reconnecting with clients after missed appointments, focusing on welfare, barriers and making it easy to…

Client engagement · Engagement and follow-up

Plus membersTemplates and planning tools

For Counsellors and therapists

Record of Concern: Adult at Risk

A record of a concern about an adult who may be experiencing abuse, neglect or exploitation, including older people and people with disability: facts,…

Records of concern · Rights

Plus membersTemplates and planning tools

For Counsellors and therapists

Record of Concern: Child or Young Person

A clear record of a concern about a child's safety or wellbeing: what you saw or heard in their exact words, what you did,…

Child protection · Records of concern

Plus membersReflection activities

For Positive behaviour support practitioners

Reducing Demands Reflection

A team reflection on the demands placed on a person, such as tasks, rules, expectations and requests, which are necessary, which can be reduced…

Demands and expectations · Environmental and contextual factors

Can't find what you need?

Tell us the theme or resource that would help you. We read every suggestion, and use them to decide what to make next.

[contact-field label="What resource or topic would help you?" required="1" pmsContentRestriction=",all,,,,," type="textarea"/] [contact-field label="Your profession" options="Counsellor or therapist,Psychologist,Social worker,Disability support worker,NDIS provider or support coordinator,Behaviour support practitioner,Youth worker,Occupational therapist,Speech pathologist,Educator or school staff,Community services or case worker,Allied health,Other" pmsContentRestriction=",all,,,,," type="select"/] [contact-field label="Email, if you would like us to tell you when it is ready" pmsContentRestriction=",all,,,,," type="email"/]

Please do not include client details.

Practitioner Plus membership

Spend less time searching and more time with people.

Start with a free account, then upgrade to Plus for the full premium library, favourites and new releases.