Looking for Community Support Worker Templates to download? See the main templates that a Community Support Worker would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Community Support Worker role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Community Support Worker. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Monthly Progress Report
2. Client Assessment Form
3. Individual Support Plan
4. Incident Report
5. Case Notes Template
6. Community Resource Directory
7. Volunteer Sign-up Sheet
8. Group Activity Schedule
9. Training Attendance Sheet
10. Budget Spreadsheet
Reports are often prepared by a Community Support Worker to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Monthly Client Progress Report
2. Case Load Summary Report
3. Service Utilization Report
4. Incident and Accident Report
5. Community Outreach Report
6. Program Evaluation Report
7. Financial Expenditure Report
8. Staff Training and Development Report
9. Volunteer Activity Report
10. Monthly Program Activity Report
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Community Support Worker does and how they do it.
1. Initial Assessment SOP
2. Individual Support Plan SOP
3. Crisis Intervention SOP
4. Case Management SOP
5. Referral Process SOP
6. Documentation and Reporting SOP
7. Advocacy and Support SOP
8. Group Facilitation SOP
9. Community Resource Coordination SOP
10. Self-Care and Professional Development SOP
Community Support Worker presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Progress Report Template
2. Client Assessment Template
3. Training Workshop Presentation Template
4. Community Outreach Presentation Template
5. Program Evaluation Template
There are several key times when a Community Support Worker needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Consent Form Template
2. Incident Report Template
3. Individual Support Plan Template
4. Progress Note Template
5. Risk Assessment Template
Health & Safety templates for a Community Support Worker ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Personal Protective Equipment (PPE) Checklist Template
5. Emergency Evacuation Plan Template
Setting up Community Support Worker calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Staff Schedule Calendar
2. Client Appointment Calendar
3. Community Events Calendar
4. Training and Professional Development Calendar
5. Program Planning Calendar
Several types of Community Support Worker invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Service Invoice
2. Mileage Reimbursement Invoice
3. Equipment Rental Invoice
4. Training and Development Invoice
5. Consultation Services Invoice
For a Community Support Worker to get insights related to the work they do, they need to send out Community Support Worker surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Needs Assessment Survey
3. Program Evaluation Survey
4. Community Outreach Survey
5. Volunteer Feedback Survey
Having premade Community Support Worker meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Team Meeting
2. Case Review Meeting
3. Individual Support Plan Meeting
4. Community Outreach Meeting
5. Training and Development Meeting
To manage finances well, a Community Support Worker would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Expense Tracker
2. Income and Expense Statement
3. Budget Planner
4. Savings Tracker
5. Debt Reduction Plan
Dashboards are a useful way for a Community Support Worker to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Client Progress Dashboard
2. Case Management Dashboard
3. Service Utilization Dashboard
4. Outcome Measurement Dashboard
5. Resource Allocation Dashboard
For bidding or requesting work, a Community Support Worker needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Funding Proposal for Community Outreach Program
2. Grant Proposal for Mental Health Support Services
3. Project Proposal for Youth Empowerment Program
4. Partnership Proposal for Collaborative Community Initiatives
5. Program Expansion Proposal for Elderly Care Services
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Community Support Worker templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.