THRIVE BETTER LIVING: INDIVIDUAL MOVING & HANDLING PLAN TEMPLATE
This framework must be completed and clinically verified by a competent assessor before use.

Person:
DOB / identifier:
Setting:
Assessor / date / review date:
Relevant diagnoses and precautions:
Consent, communication and preferences:
Current functional ability:
Pain, fatigue, cognition or fluctuation:

ACTIVE TRANSFER AIDS: BOARD / TURNTABLE / TRANSFER BELT
Exact aid and intended use:
Transfer(s) covered:
Surface heights and gap:
Brakes, stability and environment:
Lower-limb strength and weight bearing:
Upper-limb function:
Sitting / standing balance:
Ability to follow instructions:
Grip, belt or board placement:
Step-by-step technique:
Number of carers assessed as required:
Do-not-use criteria:
Alternative / contingency method:
Staff competency required:
Review triggers:
Assessor signature: