Checklists and templates

User involvement spectrum

Reflect on the different ways people are involved in shaping care and support in your service.

Lived experience leadership plan

Create meaningful leadership opportunities for people with lived experience.

Coproduction self-audit checklist

Start meaningful conversations and pinpoint how coproduction is embedded across your service

Template for Positive Behaviour Support (PBS)

Positive Behaviour Support plan

Download your free Positive Behaviour Support (PBS) template to help you understand and support individuals to manage behaviours that challenge.

ABC chart (with examples)

Download our ABC Chart (with examples of good and bad use) so you can start to understand behaviour patterns for individuals at your organisation.

Track goal progression checklist template

Goal tracking template

Download our goals tracking checklist to ensure your service is fully equipped to track and support the progression of service user goals and achieve greater outcomes in care.

Proactive care action plan

Our Proactive Care Action Plan template helps care teams spot early warning signs, track risks, and take action before health concerns become crises.

Proactive care checklist

This checklist is designed to help you shift from a reactive approach to a proactive one by identifying care gaps to reduce preventable incidents and improve outcomes.

Complex care resource pack

Download your free resource pack loaded with tools and strategies to help you deliver outstanding complex care.

Get ahead with CQC resources pack

Get set for 2025 with our CQC inspections resource pack, containing four templates and checklists to help you to get prepared for your next inspection.

Subjective Quality of Life Tool

Download our free Subjective Quality of Life Tool template to enhance the quality of care by prioritising happiness and emotional well-being for service users.

Behaviour risk assessment template

Download our free behaviour risk assessment template to help you evaluate the safety of your service users and staff, and prepare actions for risk mitigation.

10-step CQC inspections checklist

Download our free 10-step CQC inspection checklist to help you self-audit and prepare for inspection. Evidence care in line with the new assessment framework.

Risk assessment templates

Download our free risk assessment templates for BMI, Waterlow, and Moving and Handling to standardise your process and improve care delivery.

CQC provider information return template

CQC provider information return (PIR)

Download our PIR template to practise answering questions ahead of your inspection and read our advice and guidance to find out how to complete your PIR.