Free care home essentials pack

11 free document templates for care home managers

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Your free care home essentials pack includes:

  • Care staff induction template
  • Medication audit template
  • Training matrix template
  • Supervisions and competencies template
  • Rota template
  • Incident report form template
  • Care plan template
  • Hand washing poster
  • Donning and doffing PPE poster
  • DoLS audit template
  • Leave template

Care staff induction template

Our free new starter checklist for care home staff helps you make sure clinical and support team members are given a full site induction.

Download the sheet, print and complete the checklist for every new joiner - it works for permanent, bank and agency staff.

The induction checklist includes:
  • A robust clinical handover
  • Orientation to the medications systems
  • Location of the clinical room and sluices
  • What to do in a major event and who to call

Medication audit template

Our free medication audit template for care homes helps you update your current medicines policy.

The checklist comes as part of a medications management toolkit, designed to support you in dealing with medicines safely in your care setting, through Covid-19 and beyond.

Download the PDF toolkit, and update the checklist directly within the document (or print, if you prefer).

The full toolkit includes:
  • Key record keeping and documentation tips
  • Editable medication audit checklist
  • Preparation guidance for autumn/winter months

Training matrix template

Need a good staff training record example? Download our free skills matrix now to track your team's last training dates across required courses.

You'll never miss when training is due to expire, thanks to the sheet's automatically updating colour system.

Input staff's names, roles and their last date of training to get a complete overview of your team's training requirements.

Our free matrix is designed for social care teams, but works for any industry.

The training matrix template includes:
  • Drop-downs to update with staff names and roles
  • Editable list of mandatory courses to track
  • Automatic traffic light colour coding of course expiry dates

Care staff supervision template

Need a supervision template for care staff? Download our free staff supervision Word doc now for a simple template to guide supervision discussions.

This easy doc provides editable tables to use for all supervision discussions, as well as adaptable tables to guide competency assessments and observations.

Copy, paste, and adapt the tables as you need for supervision and competency topics.

Our free template is designed for social care teams, but can be used in the NHS and across healthcare.

The staff supervision template includes:
  • Editable table for supervision discussions
  • Editable table for competency assessments
  • Editable table for competency assessment observations

Social care competency framework template

Need a competency framework for your social care team? Download our free Excel template now to track your team's latest competency assessments across a range of skill areas.

You'll never miss when a competency assessment is due to expire, thanks to the sheet's automatically updating colour system.

Input staff's names, roles and their last date of assessment to get a complete overview of your team's competencies.

Our free matrix is designed for social care teams, but works for any industry.

The competency matrix template includes:
  • Tabs to update with staff names and roles
  • Editable list of competencies to track
  • Automatic traffic light colour coding of assessment expiry dates

Incident report form template

Our free accidents and incidents report form helps you record incidents in your care service, as well as automatically track the number of incidents occurring across the year.

Download the Excel template, and update the monthly tabs to keep track of incidents by type, per month.

The dashboard tab automatically tracks the number of incidents per month and quarter, providing insight in to trends across the year.

The incident report Excel includes:
  • Editable tabs to record incidents by month
  • Dashboard chart of incidents by type, per month
  • Dashboard display of incident count by month and quarter

Care plan template

Our free care plan can be used to support the care of social care service users, including in care homes, nursing homes and domiciliary care.

Download the sheet, update and adapt it as you need in Word, Google Sheets or Pages.

The care and support plan includes:
  • A daily record of care delivered
  • Space for emergency contacts
  • Adaptable assessment tables charting needs and desired outcomes across a range of factors
  • Review timetable to track frequency of updates

Hand washing poster

Our free hand washing poster helps you guide staff in following the correct hand hygiene routines in your care setting.

The poster follows Public Health England advice, and can be used in all NHS and social care settings, including in care homes, nursing homes and domiciliary care.

Download the free PDF poster in either A3 or A4 size, print and place in key hand washing areas where needed.

Donning and doffing PPE poster

Our free donning and doffing PPE poster helps you guide staff in following the correct PPE routines in your care setting.

The poster follows Public Health England advice, and can be used in all NHS and social care settings, including in care homes, nursing homes and domiciliary care.

Download the free PDF poster in either A3 or A4 size, print and place in PPE areas where needed.

DoLS audit template

Our free DoLS audit can be used to support the care of social care service users, including in care homes, nursing homes and domiciliary care.

Download the PDF file, edit and print if you need to.
Staff annual Leave Planner

Leave template

Our free staff holiday planner is a simple Excel template for managing your social care team's annual 2022 leave - without the hassle.

Download the spreadsheet and add staff's names and reasons for absence in the monthly calendar tabs. No Excel knowledge needed.
  • Track leave across multiple teams.
  • Monthly and yearly automatic reporting.
  • Fully customisable Excel spreadsheet.
  • Works for both social care and other industries.

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