EXIT AND TRANSITION PLANNING POLICY

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When a client exits your service, whether planned or unplanned, the way your organisation manages that transition matters. A documented client exit and transition planning policy e nsures clients leave safely and with dignity, continuity of support is maintained, referral obligations are met, and your organisation is protected from risk and liability during the handover process. What Is Included Client Exit and Transition Planning Policy Template covering planned exits, unplanned departures, client initiated exits and service-initiated exits Client Exit and Transition Planning Implementation Guide with practical tools for managing client handovers, referral pathways, case closure procedures and documentation requirements 12 months of updates included from the date of purchase Key Features Covers all exit types including planned transitions, unplanned exits, client refusal of services and service cessation Includes guidance on warm referrals, safety planning at exit, and minimum notice and communication obligations Addresses case closure documentation, client consent, records retention and data obligations at the point of exit Aligns with Human Services Quality Framework and ACNC governance expectations around duty of care and continuity of support Supports safe and consistent practice by reducing reliance on individual worker discretion and embedding exit procedures into standard operations *This is a template for guidance only and requires customisation to your specific organisational context, structure and compliance obligations. The template does not constitute legal or professional advice. Show more