Transition Plan — Joining

When a participant starts with you — first week, first month, first quarter, structured.

The first 12 weeks set the tone for the whole participant relationship. This plan structures those weeks so nothing important is missed — handover from a previous provider, intake, consents, first shifts with a known worker, plan alignment, an honest 6-week and 12-week check-in.

Practice Standards specifically require a planned transition, documented, communicated and effectively managed.

What's included

• 6-page transition plan (editable .docx)
• Pre-onboarding checklist
• Week 1 — Intake and consents checklist
• Weeks 2–4 settling-in checklist
• Weeks 5–8 stabilising checklist
• Weeks 9–12 embedded review
• Sign-off

FAQs

Q. What if the participant has a complex transition (e.g. moving from another SIL)?
A. The plan still works — there's space to capture additional handover requirements at each stage.

Q. Format?
A. Editable Word (.docx).

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

Q. Refund policy?
A. Non-refundable once accessed.

Format: Single .docx (6 pages)

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.