MODULE 5 • SUPPORT COORDINATION BASICS

Transitions & Handover

Plan safe handovers, assemble a handover pack, and ensure continuity when coordinators or providers change.

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Learning outcomes

  • Understand key handover steps and timelines
  • Create a compact handover pack for the incoming coordinator
  • Negotiate overlap and ensure continuity of supports

Handover pack contents (one-page)

Include: participant details, priority goals, current supports & providers, most relevant reports (top 3), recent outcomes, immediate safety notes, agreed tasks and contact list.

Overlap & practical steps

  1. Agree an overlap period (one or two short handover meetings if possible).
  2. Ensure all passwords, logins and permissions for portals are transferred securely.
  3. Get a written handover note that records outstanding tasks and deadlines.

Activity — Draft a one-page handover

Use the handover pack template above and prepare a one-page handover for a hypothetical coordinator change — focus on what matters in the first 7 days.

Course Complete

You’ve completed Support Coordination Basics. Use the templates to prepare agreements, check value and plan safe transitions.

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