Transition Plan — Leaving

When a participant leaves your service — records, continuity, dignity.

How a participant leaves your service matters as much as how they joined. Done badly, you breach the Practice Standards and leave the next provider in the dark. Done well, you give the participant continuity and your reputation grows.

Structures the leaving process across 4–6 weeks. Covers reason for leaving, continuity during transition, records handover, the final shift, and after-they've-left.

What's included

• 6-page transition plan (editable .docx)
• Reason and first-conversation section
• Continuity-during-transition checklist
• Records and handover checklist
• Final-shift checklist
• After-they've-left followup
• Sign-off

FAQs

Q. What if the participant is leaving because of a complaint?
A. The plan still applies. Link to the complaints procedure for the complaint itself; use this for the operational transition.

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.