Start your support work business with the right structure from day one
40+ editable templates covering setup, policies, participant documents, pricing, finance tools and day-to-day operations.
- Built for independent support workers
- Instant download, one-time purchase
- Ongoing updates included
- Customisation available
Built for the parts that usually slow people down
Set up properly
Get the core business documents in place instead of guessing what you need first.
Work with participants confidently
Use service agreements, intake forms, consents and support documents that are ready to tailor.
Stay organised day to day
Case notes, finance trackers, pricing tools and record keeping templates are already built in.
Avoid expensive setup mistakes
Start with structure instead of paying for scattered documents or fixing gaps later.
Want everything set up for you?
Add customisation and have your templates updated with your business details, branding and role titles.
Delivered in: 1 to 3 business days
Customisation add-on available: $70
All you need to succeed
- Service Agreement and participant intake documents
- Participant Progress and Case Notes template
- Participant Risk Assessment and home visit safety tools
- Rate Card, pricing guidance, finance and invoice tracking tools
- Privacy, incident, record keeping and risk policies
Straight talk, not inflated promises
These templates are designed to give you a structured, professional foundation. You still need to align them with your actual services, operations and legal requirements, but this gives you a clear starting point without spending thousands on setup help.
For tailoring help, customisation is available separately.
The Independent Support Worker Pack is built as an all-in-one starting point with setup guidance, essential policies, participant management templates, risk procedures, operational documents and customisation instructions. It is designed for sole traders who want a clear, affordable foundation they can edit themselves.
- Business setup and admin
- Participant documents and service agreements
- Case notes and ongoing documentation
- Risk, incidents and compliance
- Pricing, finance and invoicing tools
Business Set Up Guide & Checklist, Administration of Medication Policy and Procedure, Code of Conduct Policy, Consent to Share Information Form, Conflict of Interest Policy, Duty of Care Policy and Procedure, Emergency Medical Consent Form, Financial Management Template, Home Visit Risk Assessment Tool, Incident Report Form, Incident Reporting Procedure, Invoice & Payment Tracking Template, Leads Template, Lone Worker Policy, Managing Participant Boundaries & Ethical Practice, Marketing Guide, Medication Support - Guidance for Support Workers Procedure, National Working With Children & NDIS Worker Screening Policy, NDIS Pricing Arrangements & Claims Guide, NDIS Support Coordination Record of Service, Notifiable Incidents and Mandatory Reporting Policy, Onboarding Checklist for New Participants, Optional Photo & Media Consent Form, Participant Advocacy Policy, Participant Feedback and Complaints Procedure, Participant Intake Form, Participant Progress & Case Notes Template, Participant Risk Assessment Template, Participant Transport Guidelines, Participant Welcome Pack Template, Privacy Consent Form, Privacy Policy, Rate Card & Price List Template, Record Keeping & Documentation Policy, Rights & Responsibilities, Risk Management Policy, Service Access and Exit Policy, Service Agreement Form, Service Fees Policy & Procedure, Support Plan Template, Transport Consent Form, Travel Costs Policy, Workplace Health and Safety Policy.
Yes. They are designed to be customised to suit your business details, branding, role titles and service model. You can also insert your own logo, and a step-by-step guide is included to help you update all templates correctly.
Yes. Access is provided immediately after purchase. You’ll be able to download the documents straight away, and a download link is also sent to your email, so you will always have access to your templates.
The ISW pack includes 40+ templates across setup, participant documents, case notes, pricing, finance and core policies.
Yes. Matching customisation services are available separately if you want help updating branding, business details and wording.
Yes. Ongoing free updates are included for new templates added to the pack and improvements made to existing templates.
No. You may not use every document immediately, but the point is to give you a stronger base so you are not chasing or rebuilding documents later.
No. These templates are sold as a structured starting point. They still need to match your real operations and requirements. Audit-ready services are something we are working toward offering separately down the track.
Up and running in minutes
Complete your purchase
Secure checkout through our online store. One-time payment, no subscriptions.
Access your files immediately
Download straight from the order confirmation page. A link is also sent to your email so you always have access.
Open, customise and use
Edit in Word or Excel. Update your business name, logo and details. A how-to guide is included to help.
Who this is for
Independent support workers and smaller providers who need practical, editable templates without overcomplicated corporate language.
What problem it solves
Buying individual templates can be costly or trying to write documents from scratch is time consuming in both research and the development of the templates.
Why this is better than winging it
This gives you a stronger starting point, faster, and for far less than paying someone to build everything from the ground up.
Set yourself up with the essentials, then add customisation if you want it done faster.
Good fit for independent support workers who want structure, case note tools, core policies and participant documents without overcomplicating it.