Learning outcomes
- Write a clear scope with measurable tasks
- Recognise scope creep and how to manage it
- Understand Service Agreement essentials (fees, deliverables, termination, privacy)
Sample task list
- Initial needs mapping and goal prioritisation
- Referral and introduction to providers
- Meeting facilitation and action tracking
- Short-term training for family / informal supports
- Quarterly outcomes review and reporting
Service Agreement essentials
Include: scope summary, pricing, invoicing frequency, roles/responsibilities, confidentiality, complaints process, termination notice and handover obligations.
Activity — Draft a 6-point scope
Write a 3–6 bullet scope for a coordinator for 3 months (what they will do, how often, expected deliverable).
