Recovery Coaching Toolkit

🧠 Complete this initial assessment collaboratively with the participant at the start of the coaching relationship.

👤 Participant & Coach Details

Participant Name

Date

Recovery Coach

NDIS Number

Mental Health Diagnosis (if known / shared)

🌱 Recovery Domain Ratings

Rate each domain with the participant: 1 = significant challenge, 5 = going well

💬 In the Participant's Own Words

What does recovery mean to you?

What are your strengths? What's worked before?

What do you most want to change or achieve?

🎯 Develop SMART recovery goals collaboratively. Link to NDIS plan goals where possible.

Goal 1

Recovery Goal

Life Domain

Why This Matters (participant's words)

Steps Toward This Goal

Support I'll Provide as Coach

Target Date

Review Date

📝 Complete after each coaching session. Copy the generated note into your CRM or client file.

📋 Session Details

Participant Name

Session Date & Time

Session Type

Duration

Recovery Coach

Goals Worked On

📝 Session Content

Topics Discussed

Progress & Outcomes

Actions / Next Steps Agreed

Participant's Presentation

Risk Identified

Next Session / Follow-Up

📅 Use this weekly check-in collaboratively — the participant can fill it in and share it with you before each session.

📅 Check-In Details

Participant Name

Week of

Overall mood this week (1 = very low, 10 = excellent)

5

What went well this week?

What was challenging?

Coping strategies I used

Recovery goals I worked on

Things I want to discuss at our next session

⚠️ Complete this crisis plan collaboratively with the participant when they are well. Review it regularly and update if circumstances change.

Participant Name

Recovery Coach

Date Created

Next Review Date

⚠️ My Early Warning Signs

Signs in my thoughts, feelings, or behaviour that tell me I'm not doing well:

💚 What Helps During a Crisis

🚫 Please Avoid (Things That Make It Worse)

👥 Who to Contact — In Order

⚕️ Important Medical Information

🚨 Crisis Helplines — Always Available

Lifeline

13 11 14

24/7 crisis support

Beyond Blue

1300 22 4636

Mental health support

SANE Australia

1800 187 263

Complex mental health

Emergency

000

Immediate risk to life

Psychosocial Recovery Coaching Toolkit

👤 Participant & Coach Details

🌱 Recovery Domain Ratings

💬 In the Participant's Own Words

Goal 1

📋 Session Details

📝 Session Content

Session Note — Ready to Copy

📅 Check-In Details

⚠️ My Early Warning Signs

💚 What Helps During a Crisis

🚫 Please Avoid (Things That Make It Worse)

👥 Who to Contact — In Order

⚕️ Important Medical Information

🚨 Crisis Helplines — Always Available