Resources

Practical guides for the care-team work that keeps getting scattered.

Free checklists, trackers, templates and guides for families, participants and professionals. Use them immediately, print them or share the link—no Kinovo account or email address required.

Get the free starter pack Start with the setup checklist

Resource library

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Every resource is free to read, print and use. No email address is required.

Illustrated NDIS care team checklist connecting a participant with five invited team members.

Start here

6 minute read

NDIS Care Team Setup Checklist: What to Add First

Build a useful shared care picture without rebuilding every record. Start with the few details, people and next steps your team actually needs now.

For: Participants, families, nominees and Team leaders
Includes: 20-minute setup guide + printable checklist

Updated 6 September 2026

Illustration of scattered follow-ups becoming a clear support coordination workflow with owners and waiting work.

Professional workflow

6 minute read

How Support Coordinators Can Reduce Chasing Without Adding More Admin

Turn reports, decisions and provider follow-ups into visible work with an owner, waiting reason and next step—without recreating your case notes in another system.

For: Support coordinators and psychosocial recovery coaches
Includes: Practical guide + copyable request templates

Updated 6 September 2026

Diverse care-team hands arranging a shared participant picture, goal, task and private document.

Family coordination

6 minute read

How to Keep an NDIS Care Team on the Same Page

A practical way to stop one family carrying the whole story across texts, calls, emails and provider systems—and give the right people one current shared picture.

For: Participants, families, nominees and invited care professionals
Includes: Plain-English guide + weekly update template

Updated 8 September 2026

Organised NDIS plan review desk with evidence cards, a report folder, checklist, timeline and magnifying glass.

Plan reassessment

12 minute read

NDIS Plan Review Checklist and Reassessment Evidence Tracker

Organise changes, goals, potentially relevant information, report requests, owners, dates, waiting reasons and current files in one participant-first preparation picture.

For: Participants, families, support coordinators and allied health professionals
Includes: HTML checklist + 6-page PDF + editable XLSX tracker

Updated 5 September 2026

Illustration of a clear allied-health report request moving from a family to a clinician beside a calendar and completed report.

Plan reassessment

8 minute read

How to ask an allied-health clinician for a plan-review report

Ask an allied-health clinician one clear plan-review question, name the process and date, and use a copyable request email and short waiting nudge.

For: Participants, families, nominees, Team leaders and support coordinators
Includes: What to ask for + copyable request email + a short waiting nudge

Updated 6 September 2026

Five-piece first-send pack for a new occupational therapist with a participant picture, goal, visit instruction, owner and document.

OT handover

about eight minutes to read; about ten minutes to send

What to send the new OT so you are not the briefing

A first occupational-therapy visit should not start with a parent reconstructing the last six months in the car park. This page is a short send-list and a copyable message. Use it on its own. Kinovo is optional at the end.

For: Participants, families, nominees, Team leaders, support coordinators
Includes: what not to attach, five fields that belong in the first send, a copyable message

Updated 8 September 2026

Support coordinator leave

about eight minutes to read; about fifteen minutes to send before leave starts

Support coordinator on leave: who to contact and what to hand over

Leave should not turn one person’s out-of-office into a week of reconstruction. This page is a leave pack: who is acting, what is waiting, and where the current picture sits. Use it on its own. Kinovo is optional at the end.

For: Participants, families, nominees, Team leaders, support coordinators, covering coordinators
Includes: what not to hand over, six fields that belong in the leave pack, copyable family note, covering-coordinator brief, and out-of-office

Updated 5 September 2026

Structured support coordinator handover pack passing from the outgoing coordinator to the incoming coordinator across a clear transition.

Cover and change

8 minute read

Changing support coordinator: what should be in the handover

You can change support coordinator. Ask for a dated handover pack with the current picture, waiting list, relevant reports and end date — not three years of case notes.

For: Participants, families, nominees, Team leaders and support coordinators
Includes: What to ask the outgoing coordinator for + copyable request + incoming brief

Updated 5 September 2026

Protected NDIS plan folder with different sections shared only with selected care-team members.

Share and privacy

8 minute read

Who should see my NDIS plan (and who should not)

The useful question is not “do I upload the PDF.” It is which piece each person needs — and who should not see the rest. This page is a judgement guide and a copyable reply. Use it on its own. Kinovo is optional at the end.

For: Participants, families, nominees and Team leaders
Includes: Judgement guide + copyable reply when someone asks for the whole plan

Updated 6 September 2026

Scattered group-chat messages becoming a structured current picture with a participant, goal, task and document.

Share and privacy

about eight minutes to read

The group chat is not the current plan

A family WhatsApp can move a Saturday. It cannot be the current NDIS plan, the current instruction, or the place a new worker has to scroll. This page is a split: what belongs in a thread, and what must still be findable when someone new joins. Use it on its own. Kinovo is optional at the end.

For: Participants, families, nominees, Team leaders, support coordinators, support workers
Includes: what belongs in a thread, what must be findable, a copyable current-picture note, a short group-chat rule

Updated 8 September 2026

Welcoming home entry with a support worker bag, keys and a fridge-level week-one information page and schedule.

Join and handover

8 minute read

What to give a new support worker in week one

Give a new disability support worker the current instruction for this week: a fridge-level one-pager, a copyable note, and a clear list of what not to hand over.

For: Participants, families, nominees, Team leaders and support coordinators
Includes: Fridge-level one-pager + copyable week-one note + what not to hand over

Updated 8 September 2026

Hands replacing a March instruction sheet on a fridge with a current instruction card dated June 2026.

Join and handover

8 minute read

The fridge list is last month’s protocol

The hoist sheet on the wardrobe is dated March. The OT changed the transfer in June. Saturday’s worker still does March.

For: Participants, families, nominees, Team leaders and support coordinators
Includes: What not to leave in the room + a copyable current-instruction card + when paper is no longer enough

Updated 8 September 2026

Illustration of a participant choosing an activity card while two care-team supporters listen and take notes.

Agree and complete next steps

7 minute read

NDIS care team meeting agenda: a template for decisions and next steps

A participant-led agenda, completed example and follow-up message for turning one care-team conversation into clear, accepted next steps.

For: Participants, families, Team leaders and support coordinators organising a care-team discussion
Includes: Copyable agenda + action register + fictional example

Illustration of a participant and chosen supporter planning a visit to a community photography group.

Agree and complete next steps

7 minute read

NDIS goal action plan template: turn a goal into practical next steps

A goal-to-action worksheet with worked examples that keep the person’s priorities, agreed ownership and honest progress together.

For: Participants, chosen supporters, families and coordinators working towards an existing goal
Includes: Copyable worksheet + two fictional examples

Illustration of separate enquiry folders, a notebook and a phone used to organise provider responses.

Start and coordinate supports

6 minute read

Waiting for an NDIS therapist: questions to ask and a referral tracker

Separate an enquiry from a confirmed waitlist place, record the provider’s answer and agree who will follow up next.

For: Participants, families and coordinators managing allied-health enquiries and waiting lists
Includes: Copyable provider tracker + confirmation message + examples

Illustration of a participant and family supporter organising a folder and cards into practical next steps.

Start and coordinate supports

6 minute read

Your NDIS plan is approved: a practical next-steps checklist

A support-start checklist and answer log for keeping confirmed details, unresolved questions and accepted actions separate.

For: Participants and families with an approved first or changed NDIS plan, and supporters helping them start
Includes: Copyable checklist + answer log + clarification message

Illustration of an adult considering two community activity picture cards while a chosen supporter listens.

Participant voice and choice

6 minute read

Supported decision-making in an NDIS care team: prepare one choice together

A decision-preparation note for the person’s expressed preferences, missing answers, chosen support and agreed follow-through.

For: Participants and chosen supporters preparing one practical care-team choice
Includes: Copyable preparation note + fictional example + specialist links

Bring the most useful resources together.

The printable Care Team Clarity Starter Pack combines the setup checklist, current-picture worksheet, ownership and waiting tracker, plan-reassessment tracker and weekly check-in. Download it directly without giving Kinovo your email.

Open the free Starter Pack