Practical templates
Clear formats that can be adapted to local context.
Resource collection 06
Templates
Templates
& Tools
Practical templates, frameworks and tools that support professional judgement, improve consistency and strengthen safeguarding practice.
Designed to make a difference in practice.
Adaptable materials support structured analysis, reflective discussion, implementation and assurance while retaining space for professional judgement.
Structured tools
Prompts that support professional reasoning and curiosity.
Audit resources
Tools for testing implementation and evidencing impact.
Practice support
Materials developed for accessible, consistent use.
Key terms used in these tools
PLAIN-ENGLISH DEFINITIONS
Understand the decision before completing the record
Care and support needs are needs related to physical or mental impairment or illness that affect daily living, independence, safety or wellbeing. Cumulative harm is the combined impact of repeated or connected concerns over time. Shared formulation is an evidence-based explanation of what is happening, why, what may happen next and what remains uncertain. Impact is the difference an action makes—not simply confirmation that the task was completed.
Each downloadable tool also defines its specialist terms.Identify and decide
DECISION AND ACTION TOOL · 2 PAGES · 2026
Open PDF ↗Domestic Abuse: Decide, Act and Review
Use alongside DASH RIC or the locally approved risk process to record wider safeguarding duties, accountable action and review without repeating the risk checklist.
Printable protected PDFDECISION AID · 1 PAGE · 2026
Open PDF ↗Care Act Assessment or Section 42?
Separates the appearance-of-need assessment duty from the three-part adult safeguarding threshold and shows when both routes may be required.
Printable protected PDFPATTERN TRACKER · 1 PAGE · 2026
Open PDF ↗Cumulative Harm and Escalation Tracker
Brings repeated concerns, missed contact, previous responses and direction of travel into one concise record.
Printable protected PDFINTERACTIVE TOOL · FREE
Open tool ↗LOOK whole-picture reflection tool
Work through living circumstances, obstacles and barriers, ongoing risk and escalation, and how the person remains in view.
Use directly on this websiteAct and escalate
MULTI-AGENCY RECORD · 1 PAGE · 2026
Open PDF ↗MDT CLARITY Meeting Record
Records shared formulation, unresolved uncertainty, coordination, information needs, actions, owners, escalation and review.
Printable protected PDFESCALATION RECORD · 1 PAGE · 2026
Open PDF ↗Professional Disagreement and Escalation
Provides an accountable route where threshold, risk, ownership or required action remains disputed, delayed or unresolved.
Printable protected PDFReview, learn and improve
1 · PLAN THE REVIEW · 1 PAGE · 2026
Open PDF ↗PS Safeguarding Review Methodology
For commissioners, chairs and lead reviewers. Plan the complete review process: scope, evidence, whole-picture analysis, multi-agency reflection, reporting and impact.
Protected printable PDF2 · ANALYSE AND WRITE · 1 PAGE · 2026
Open PDF ↗SAR Author Guidance
For reviewers and report authors. Produce a clear, person-centred and analytically rigorous Safeguarding Adults Review report.
Protected printable PDF3 · CHOOSE THE APPROACH · 1 PAGE · 2026
Open PDF ↗Choosing a Proportionate Review Approach
For commissioning and scoping groups. Decide whether a focused, rapid or other proportionate method is suitable without bypassing statutory SAR decision-making, participation or analytical rigour.
Protected printable PDF4 · IMPLEMENT AND EVIDENCE IMPACT · 1 PAGE · 2026
Open PDF ↗Beyond Recommendations
For action owners and assurance groups. Test whether completed actions changed frontline practice, people’s experience and outcomes, and whether improvement is sustainable.
Protected printable PDFFurther support
REFLECTIVE PRACTICE
Open PDF ↗BIAS INTERRUPT Model
A supervision and learning prompt for testing assumptions, broadening the evidence considered and re-centring the adult.
Also available through Training ResourcesIMPLEMENTATION TOOLKIT
Enquire ↗LOOK implementation and audit resources
Facilitation, implementation, evaluation and organisational assurance resources for teams and partnerships.
Available with implementation supportUse the shortest tool that answers the practice question. These resources support professional judgement and do not replace statutory duties, validated risk instruments, local procedures or supervision.
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