Plan & Support Coordination Toolkit

The full operations layer for plan managers, support coordinators, and small providers — agreements, claim audits, governance, HR, KPIs.

The whole 'between care and compliance' layer in one purchase. Built for plan managers, support coordinators, and any small NDIS provider who needs the business operations and governance documents that auditors look at hardest.

Covers plan management agreements, claim audit logs, support coordination agreements + implementation trackers, conflict of interest declarations specific to plan managers and coordinators, travel policy, cancellation policy, pricing policy, marketing compliance, service booking, probation reviews, exit interviews, annual operational plan, KPI dashboard, annual report, quality indicators self-assessment, subcontracting register, and variation letters.

List price total $1,007. Toolkit at $397. You save $610.

What's included

• Plan Management Agreement (PSC-01)
• Plan Management Monthly Statement (PSC-02)
• NDIA Claim Audit Log (PSC-03)
• Support Coordination Service Agreement (PSC-04)
• Support Coordination Plan Implementation Tracker (PSC-05)
• Capacity Building Goal Mapping (PSC-06)
• Conflict of Interest — PM/SC (PSC-07)
• Provider Travel Policy (PSC-08)
• Cancellation & No-Show Policy (PSC-09)
• Pricing Policy (PSC-10)
• Marketing Compliance Checklist (PSC-11)
• Service Booking & Quote (PSC-12)
• Worker Probation Review (PSC-13)
• Exit Interview (PSC-14)
• Annual Operational Plan (PSC-15)
• Performance Dashboard / KPIs (PSC-16)
• Annual Report to Stakeholders (PSC-17)
• NDIS Quality Indicators Self-Assessment (PSC-18)
• Subcontracting Use Register (PSC-19)
• Service Schedule Variation Letter (PSC-20)

FAQs

Q. Who is this toolkit for?
A. Plan managers, support coordinators, and any small NDIS provider with their own business operations. Not relevant for SIL-only operations that subcontract everything else.

Q. Format?
A. All 20 as Word (.docx) files. Editable.

Q. Affiliated with NDIS Commission?
A. No. Independent template publisher.

Q. Refund policy?
A. Digital downloads are non-refundable once accessed. File-replacement guarantee within 7 days.

Format: Toolkit — 20 products bundled at 35% off

Template by Northform Health. Not legal, regulatory or clinical advice. Not affiliated with the NDIS Quality and Safeguards Commission. Single-user licence. Digital downloads are non-refundable once accessed.