Template

New Plan Meeting

by Kirste Wilmot, from the Community

This New Plan Meeting checklist helps community and disability support teams document participant details, confirm plan dates, discuss funding changes, and determine whether to continue services. Record core supports, identify requested provider changes such as day programs, SIL, cleaning, and maintenance, and compare options across known providers. Capture capacity building needs including OT, psychology, physiotherapy, speech therapy, dietetics, behaviour support, and exercise physiology, and note chosen providers and any additional comments. Designed to guide structured, person centred NDIS planning discussions.

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Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

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Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions .

Template

Monthly Health and Safety Meeting Template

Use this monthly health and safety meeting template to plan and run recurring meetings. Capture meeting details and discussion points, raise and describe new safety issues, assign owners and communication actions, and track follow ups from the previous meeting. Log general business, add notes and comments, and record attendance with signatures or photos to confirm participation. Designed to support compliance and clear documentation across teams and worksites.

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NDIS Incident Management Gap Analysis Survey for NDIS Providers

Use this comprehensive gap analysis survey to assess and strengthen your NDIS incident management system. Cover incident identification, reporting, investigation, corrective actions, and participant support. Align with NDIS Incident Management and Reportable Incidents Rules 2018, including time frames for 24 hour and 5 business day reporting. Clarify roles and responsibilities, training, documentation and record keeping, and quality indicators. Improve compliance, reduce risk, and safeguard people with disability while driving continuous improvement across your organisation.

by Donna Dark, from the Community

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New Tenant Support Plan

This New Tenant Support Plan template helps housing teams and scheme managers assess needs and coordinate support for new residents. It covers scheme information, health and safety, risk assessment levels, benefits eligibility, key health and social care contacts, meal and day services, and a structured action plan with targets, actions, and outcomes. The form includes confidentiality notes, data protection guidance, and a review schedule to ensure support remains appropriate as circumstances change.

by Aisling Sims, from the Community

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Daily Toolbox Meeting Checklist

This daily toolbox meeting checklist helps construction teams plan daily activities, assess site conditions, and communicate safety priorities. Capture site details and weather, identify new hazards, confirm worksite access controls, verify required documentation and PPE, log incidents and near misses, and determine high risk tasks with controls. Include team member names and signatures to document attendance and agreement on the days plan.

by Paulina Ryan, from the Community

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NDIS Cleaning Inspection

This NDIS Cleaning Inspection checklist helps support providers and facility managers verify cleanliness and hygiene across entrances, offices, meeting rooms, staff areas, and accessible toilets. Inspect high-touch points such as door handles, switches, glass, and counters, and confirm floors, walls, skirtings, desks, chairs, and bins are serviced. Includes sections for staff room appliances, male, female, and disabled toilets, plus sign-off fields for accountability.

by Olivia Trethowan, from the Community

20+

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Template

NDIS Cleaning Inspection Checklist

This NDIS cleaning inspection checklist helps facility teams and disability service providers review cleanliness across entrances, offices, conference rooms, staff rooms, and restrooms, including disabled toilets. Inspect high touch points such as door handles, light switches, glass, window ledges, desks, chairs, and appliances, along with floors, walls, skirtings, and bins. Record key details like document number, client or site, date and time, preparer, and location, then capture manager and client signatures for sign off. Use this template to standardize hygiene checks and document issues for timely follow up. Always confirm the checklist aligns with your local requirements and professional guidance.

by Olivia Trethowan, from the Community

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New Plan Meeting

About author

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