Templates & Forms · For professionals

Support Coordination Report Template

Show how supports were set up and how the participant is tracking.

Support coordinators

A support coordination report sets out how supports were connected and how a participant is progressing against their goals. It is the coordinator record for the participant and for a plan review.

The template covers goals, the supports established, progress, barriers, and recommendations. It keeps budget use to a plain summary, with any detailed spend breakdown attached separately.

Download

Current as of July 2026

Free to download and use. Fill in the blanks, and remove any lines that do not apply to you.

What the report covers

A clear report links activity to goals. These sections give a plan review the picture it needs.

  • Participant details and the reporting period
  • The coordinator name and organisation
  • The goals in the plan
  • The supports established this period, and the providers delivering them
  • Progress against goals, with examples
  • Barriers, and how they were addressed
  • A plain summary of budget use
  • Recommendations for the next plan review

How to use it

Reporting to the participant

Write it so the participant can read it. Concrete examples of progress mean more than status labels, and they help the participant see how their supports are working towards what they wanted.

Preparing for a plan review

Line the report up with the plan review report so the evidence and the recommendations arrive together. Note any change in support needs the review should consider.

Questions people ask

What goes in a support coordination report?

The goals in the plan, the supports connected, how the participant is progressing, any barriers, and recommendations for the next review. Keeping budget use to a plain summary, with a detailed breakdown attached separately, keeps the report readable while still giving a review what it needs.

How does the report help at a plan review?

It gives the review a clear picture of what was set up and how it went, tied to the participant goals. Pairing it with a plan review report means the evidence and the recommendations arrive together, which makes the conversation about the next plan easier to prepare.

Who should see the report?

The participant and their nominee, and the people involved in the plan review. It contains personal information, so store it securely and share it only with those who need it. Writing it in plain language means the participant can genuinely read and use it too.

Official sources

Tools that pair with this

Related templates

Get new templates as they land

The template library is refreshed each July against the current rules. Get a note when a new template is published or an existing one is updated.

No spam. Unsubscribe anytime.