Templates

Practical templates to help you to implement safe and effective practice in your delivering physical activity programmes.

Boundaries

This document provides guidance on boundaries to roles in sport and physical activity.

This includes examples of boundaries and tips for maintaining boundaries.

Click the PDF to access the guide.

Wellbeing check-ins

This document is designed to support:

Deliverers to conduct wellbeing check-ins with their participants, and
Managers/programme coordinators to conduct wellbeing check-ins with their deliverers.

Click the PDF to access the guide.

Referral and screening

This document provides guidance on the referral routes into physical activity programmes to support mental health outcomes.

It also provides information on screening and assessing people’s suitability for a programme.

Click the PDF to access the guide.

Wellness Action Plans

This document provides information on what Wellness Action Plans (WAP) are and how you can use them in your programmes.

It also includes examples of Wellness Action Plans you can use with your participants (adults and young people).

Click the PDF to access the guide.

Risk assessment

This tool provides guidance on risk assessments, a template form and mental health considerations.

It explains why risk assessments are vital for protecting participants, staff, and the public, while promoting good decision-making, legal compliance, and a culture of safety.

Click the PDF to access the guide.

Escalation process

This document helps you to know what to do if you have a concern about someone’s mental health and how to escalate.

It also provides guidance on when and how to break confidentiality when escalating concerns.

Click the PDF to access the guide.

Code of conduct/ group rules

This document helps you to co-design a code of conduct/group rules with your participants. This helps to create a safer and more inclusive environment.

Click the PDF to access the guide.

Supervisions

This tool is designed to help managers to host supervisions with their staff.

It includes types of supervisions, guidance on how to host one and a template supervision form.

Click the PDF to access the guide.

Memorandum of Understanding (MoU)

Coming soon

Lone worker policy

This tool helps to protect deliverers working alone by clearly defining risks, responsibilities, and procedures.

It includes examples of lone worker policies, guidance on creating your own and a template policy.

Click the PDF to access the guide.