Working With Participants Toolkit

The complete intake-to-12-week workflow — agreements, consents, plans, transitions.

Everything that lives between you and a participant, in one purchase. The intake form, the service agreement, the consent pack, the goal-setting conversation, the support plan, the one-page profile, the quarterly review template — plus easy-read and transition support.

Designed as a workflow: each document hands off to the next. Together they make intake clean, support consistent, and reviews regular.

List price total $614. Toolkit at $399. You save $215.

What's included

• Participant Intake Form (WP-01)
• Service Agreement (WP-02)
• Service Agreement — Easy-Read companion (WP-03)
• Schedule of Supports Variation (WP-04)
• Goal-Setting Conversation (WP-05)
• Support Plan (WP-06)
• One-Page Profile (WP-07)
• Quarterly Progress Review (WP-08)
• Consent Pack — 4 consent forms (WP-13)
• Transition Plan — Joining (WP-14)
• Transition Plan — Leaving (WP-15)
• Hospital Handover Summary (WP-16)

FAQs

Q. Does this cover the full participant journey?
A. From first contact through to leaving the service, yes. The Joining transition handles weeks 1–12; the Leaving transition handles the exit. Quarterly Progress Review keeps it tracked across the years between.

Q. Format?
A. All 12 as Word (.docx) files. The Consent Pack contains 4 separate consent forms.

Q. Service Agreement should be lawyer-reviewed?
A. Yes — recommended ($300–$600). The toolkit gives you the working template; a lawyer can tailor it to your specific service in one review.

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

Q. Refund policy?
A. Non-refundable once accessed. File replacement free within 7 days.

Format: Toolkit — 12 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.