Template

New Tenant Support Plan

by Aisling Sims, from the Community

10+

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.

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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
Support Plan Template for Social Care
This support plan template helps social care and supported housing teams assess client needs and manage ongoing support. It includes a detailed risk assessment covering mental health, neglect, abuse, and safety; a health, safety and security assessment for visits; a benefits checklist; and fields for key support services such as GP, district nurse, care manager, home care, meal services, and day centres. Track targets with SMART actions and identified outcomes, log changes to health and wellbeing, and schedule reviews. The agreement section captures client, advocate, and manager signatures to confirm the plan.
by Aisling Sims, from the Community
Downloads: 10+
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Template
Tenant Support Plan Review
Use this Tenant Support Plan Review template to evaluate a tenant’s needs and risks and to update outcomes and actions. Sections include risk assessment (low, medium, high) with required actions, health and safety considerations, daily living skills, finance, mobility, and sensory needs. Capture review dates, responsible officers, and tenant/advocate signatures. Record location of support visits, whether joint visits are required, and if a tenancy audit has been conducted. Document outcomes updates, targets, and follow-up schedules to ensure ongoing support. Includes confidentiality notice and guidance that a new plan is required if major changes occur.
by Aisling Sims, from the Community
Downloads: 10+
Get
Template
Care Plan Audit Checklist
This Care Plan Audit checklist helps teams review and update resident care plans across key domains of daily living. Assess communication and mobility needs, risk of falls, support required for shopping, meal preparation and cooking, assistance with finances, and mental health or behavioral support. Verify medication management, including capacity to self-administer and processes for ordering, collection, and dispensing. Confirm personal care needs, standards for maintaining room and communal area cleanliness, and clearly document 1-to-1 support hours. Ideal for residential aged care, disability support, and community care services to ensure person-centered, up-to-date plans.
by Claire Wright, from the Community
Downloads: 10+
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Template
Financial Inclusion Form
Use this Financial Inclusion Form to assess tenants’ circumstances during housing visits. Capture property details, officer verification, tenant and household demographics, communication preferences, health and disability needs, household condition checks, and risk factors. Record benefits and pensions status, council tax support, utility debts, and fuel poverty referrals, plus notes on social tariffs and tenant engagement. Includes signatures, date, and action taken to document financial advice and next steps. Ideal for local government housing teams and social landlords.
by Tenancy Management, from the Community
Downloads: 0
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Support Plan Template for Social Care

This support plan template helps social care and supported housing teams assess client needs and manage ongoing support. It includes a detailed risk assessment covering mental health, neglect, abuse, and safety; a health, safety and security assessment for visits; a benefits checklist; and fields for key support services such as GP, district nurse, care manager, home care, meal services, and day centres. Track targets with SMART actions and identified outcomes, log changes to health and wellbeing, and schedule reviews. The agreement section captures client, advocate, and manager signatures to confirm the plan.

by Aisling Sims, from the Community

10+

Get

Template

Tenant Support Plan Review

Use this Tenant Support Plan Review template to evaluate a tenant’s needs and risks and to update outcomes and actions. Sections include risk assessment (low, medium, high) with required actions, health and safety considerations, daily living skills, finance, mobility, and sensory needs. Capture review dates, responsible officers, and tenant/advocate signatures. Record location of support visits, whether joint visits are required, and if a tenancy audit has been conducted. Document outcomes updates, targets, and follow-up schedules to ensure ongoing support. Includes confidentiality notice and guidance that a new plan is required if major changes occur.

by Aisling Sims, from the Community

10+

Get

Template

Care Plan Audit Checklist

This Care Plan Audit checklist helps teams review and update resident care plans across key domains of daily living. Assess communication and mobility needs, risk of falls, support required for shopping, meal preparation and cooking, assistance with finances, and mental health or behavioral support. Verify medication management, including capacity to self-administer and processes for ordering, collection, and dispensing. Confirm personal care needs, standards for maintaining room and communal area cleanliness, and clearly document 1-to-1 support hours. Ideal for residential aged care, disability support, and community care services to ensure person-centered, up-to-date plans.

by Claire Wright, from the Community

10+

Get

Template

Financial Inclusion Form

Use this Financial Inclusion Form to assess tenants’ circumstances during housing visits. Capture property details, officer verification, tenant and household demographics, communication preferences, health and disability needs, household condition checks, and risk factors. Record benefits and pensions status, council tax support, utility debts, and fuel poverty referrals, plus notes on social tariffs and tenant engagement. Includes signatures, date, and action taken to document financial advice and next steps. Ideal for local government housing teams and social landlords.

by Tenancy Management, from the Community

Get

New Tenant Support Plan

About author

You might also like

Support Plan Template for Social Care

Tenant Support Plan Review

Care Plan Audit Checklist

Financial Inclusion Form

You might also like

Support Plan Template for Social Care

Tenant Support Plan Review

Care Plan Audit Checklist

Financial Inclusion Form