Common fail points
Failing to document conflict-of-interest when also delivering other services. Vague monthly reports.
The complete checklist
- Current insurance certificates
- Service agreement specific to support coordination
- Conflict of interest register and management plan
- Initial planning meeting template
- Monthly report template aligned to NDIS expectations
- Risk register
- Incident management policy
- Complaints handling policy
- Provider research process documentation
- Continuous improvement register
- Sample monthly reports for 3 participants
- Coordinator qualifications evidence
- Continuing professional development register