Free Downloads
Plain English guides and tools for growing businesses, NDIS and healthcare providers.
Pick your industry
What Is Your Data Telling You?
The full guide: 25 questions across five industries
Five questions for each of five industries, written in plain English so you can start with the data you already have.
By industry
Health, NDIS and Allied Care
For practice owners, clinic managers, NDIS providers and aged care operators.
5 questions to ask your data
PDF, 3 pages, 1.0 MB
Download PDFProperty Management and Real Estate
For property managers, agency principals and real estate business owners.
5 questions to ask your data
PDF, 3 pages, 1.0 MB
Download PDFMortgage Brokers
For mortgage broking businesses and finance intermediaries.
5 questions to ask your data
PDF, 3 pages, 1.0 MB
Download PDFRetail and Hospitality
For retail store owners, multi-site operators and hospitality businesses.
5 questions to ask your data
PDF, 3 pages, 1.0 MB
Download PDFAccounting and Financial Services
For accountants, bookkeepers, financial planners and advisory firms.
5 questions to ask your data
PDF, 3 pages, 1.0 MB
Download PDFFor NDIS providers
100 NDIS AI Prompts by Role
100 ready-to-use AI prompts organised across 10 NDIS roles, participants, families, support coordinators, plan managers, allied health, and more. Copy, customise, and use with any AI tool.
Six NDIS Funding Checks Worth Running Every Month
Six practical checks for any caseload, drawn from building and refining the NDIS Funding and Burn Rate Tracker on a real caseload. The kind of habits that catch a shortfall before it shows up at plan review.
Participant Funding Summary Template
An interactive one page summary you can fill in and hand to a participant or their family, with totals and status calculated automatically. Print or save as PDF when ready.
More on the way
New checklists and tools will be added over time.
Suggest a resource for your industryWant More Like This?
These templates sit alongside our articles and guides on NDIS productivity, compliance, and data.
This page is growing. Bookmark it and check back, more practical templates are planned over the next quarter.
Explore Resources