Our methodology

G.U.I.D.E

Gather · Understand · Implement · Develop · Evaluate — Felix SCC’s systematic framework for NDIS Support Coordination and Connection Services in Western Australia, Australia.

What G.U.I.D.E is

A complete operating method for Support Coordination and Connection Services

The G.U.I.D.E Methodology is Felix SCC’s end-to-end approach to NDIS Support Coordination and Connection Services. It was developed from extensive field practice and best-practice research, then shaped into five sequential phases so complex work becomes consistent, auditable, and still human.

In plain terms: G.U.I.D.E is how we take someone from first enquiry through understanding their plan, connecting the right supports, staying with them as life changes, and closing or transitioning cleanly when a plan cycle ends. It is not a slogan or a single checklist. It is a repeatable operating system for coordinators — covering intake, consent, risk, goals, provider work, monitoring, crisis response, outcomes, and handover.

Each letter stands for a phase of work: Gather establishes the foundation; Understand turns plans and preferences into a clear roadmap; Implement connects services and builds capacity; Develop keeps coordination alive through monitoring and problem-solving; and Evaluate closes the loop with outcomes, transitions, and learning. The same phases are operationalised as a structured workflow in our care systems, so documentation and day-to-day tasks follow the methodology — not just the handbook.

What it intends to achieve

G.U.I.D.E exists to raise the standard of coordination for participants and families, and to give referring practitioners confidence that work will be thorough. Its aims are practical and measurable:

  • Participant empowerment — maximise choice, control, and independence through structured capacity building, portal training, and self-advocacy support — not only “finding a provider”.
  • Consistent quality — the same high standard of practice across coordinators, so outcomes do not depend on who happens to pick up the file.
  • Clear progress — goals, budgets, and service quality are monitored on an agreed rhythm, with visible milestones instead of silent drift.
  • Safe delivery — risk identification, emergency planning, practice alerts, and escalation pathways are built into the method from day one.
  • Accountable closure — plan transitions and case closure produce proper summaries, handovers, feedback, and archived records — not unfinished threads.

Quality aims that sit alongside the method include targets for participant satisfaction, goal achievement, timely response, and full compliance with agreed documentation and safeguarding expectations.

The NDIS compliance problems it solves

NDIS support coordination sits under real regulatory pressure: the NDIS Quality and Safeguards Commission expects evidence of informed consent, privacy handling, risk management, participant choice and control, accurate records, and continuous improvement. In everyday practice, those expectations often break down in predictable ways. G.U.I.D.E is designed to close those gaps.

Incomplete or inconsistent intake. Without a mandatory gather phase, consent, service agreements, emergency planning, and risk assessment can be partial or delayed — leaving organisations exposed when something goes wrong. G.U.I.D.E requires those foundations before coordination proceeds at pace.

Weak evidence of choice and control. Audits and complaints frequently turn on whether participants were informed, preference-led, and involved in decisions. The Understand and Implement phases explicitly document goals, preferences, practice alerts, provider shortlisting, and self-advocacy development — creating a trail that shows how choice was exercised.

Fragmented risk and safeguarding. Risk registers, MIARB considerations, home-visit assessments, and crisis protocols often live in separate notes or people’s heads. G.U.I.D.E embeds safety checklists, risk register updates, emergency planning reviews, and escalation steps inside the workflow so safeguarding is continuous, not episodic.

Poor monitoring and “set and forget” coordination. Plans stall when there is no structured communication cadence or progress checking. Develop sets an ongoing rhythm — updates, checklists, troubleshooting, budget awareness, and service-mix adjustment — so issues are found early and evidence of ongoing coordination exists when it is needed.

Weak transition and closure records. When plans change or cases close, missing handovers and outcome summaries create continuity risk and compliance headaches. Evaluate requires transition support, outcome assessment, provider handover, file organisation, and participant feedback — closing the compliance loop for the plan cycle.

Coordinator variability and training gaps. Without a shared method, quality depends on individual habit. G.U.I.D.E gives Felix SCC a common language for training, supervision, and file review — aligned to NDIS regulations, Quality and Safeguards expectations, and internal risk protocols — so compliance is practised daily rather than reconstructed for an audit.

In short: G.U.I.D.E turns NDIS compliance from a retrospective paperwork scramble into the natural shape of good coordination — safer for participants, clearer for families, and more defensible for the organisation.

Five phases

The G.U.I.D.E workflow

Each phase builds on the last — from first contact through ongoing coordination and plan transition.

Gather

Intake, consent, agreements, emergency planning, and risk assessment.

Days 1–14

Understand

Goals, preferences, plan review, practice alerts, and a clear roadmap.

Days 8–21

Implement

Provider matching, bookings, mainstream connections, and capacity building.

Days 15–90

Develop

Ongoing monitoring, troubleshooting, crisis response, and service optimisation.

Ongoing

Evaluate

Plan transitions, outcomes, handover, feedback, and closure documentation.

Plan cycle

In practice

What each phase looks like

Plain-English steps families and referring practitioners can recognise.

G

Gather — client intake

Systematic intake that establishes the foundation for effective coordination.

  • Accept and document the service request and referral source
  • Make initial contact and arrange a meeting that works for the person
  • Prepare a clear service agreement covering roles and parameters
  • Complete consent, privacy, and comprehensive intake documentation
  • Emergency and disaster planning, with scheduled review
  • Home visit risk assessment and risk register updates where needed
U

Understand — planning & first meeting

Deep analysis of needs, goals, and how the plan should work in real life.

  • Explain the support coordination role, boundaries, and rights
  • Review and validate plan goals against the person’s aspirations
  • Document support preferences — cultural, linguistic, and delivery style
  • Identify practice alerts for safety and ongoing considerations
  • Assess the current plan across core, capacity building, and priorities
  • Complete safety checklists and document immediate risk actions
I

Implement — connection & capacity building

Link people to the right supports while building independence and self-advocacy.

  • Identify and shortlist providers that fit needs, preferences, and location
  • Facilitate bookings via the NDIS portal or with plan managers
  • Negotiate suitability, availability, and value with providers
  • Connect to mainstream services that strengthen the support ecosystem
  • Train participants on portal navigation and budget awareness
  • Build self-advocacy and confident decision-making skills
D

Develop — monitoring & coordination

Continuous oversight so plans stay on track as life changes.

  • Keep an agreed rhythm of emails, calls, and face-to-face check-ins
  • Monitor goals, budget use, and service quality
  • Troubleshoot missed appointments, gaps, and provider issues early
  • Follow crisis protocols and escalate to NDIA or others when needed
  • Report progress and recommend adjustments
  • Optimise the service mix as circumstances shift
E

Evaluate — transition & closure

Outcomes, handovers, and clean documentation at plan boundaries.

  • Support smooth transition into a new NDIS plan
  • Prepare a closure summary of achievements and recommendations
  • Document goal achievement and independence improvements
  • Facilitate provider or coordinator handover when required
  • Organise and archive case documentation for compliance
  • Collect participant feedback to improve future delivery
Quality aims

How we hold ourselves to account

G.U.I.D.E includes clear quality targets so excellence is measurable — not just aspirational.

95% Participant satisfaction target
85% Goal achievement rate target
48 hrs Response time standard
100% Compliance achievement aim

Want coordination that follows a clear method?

Talk to Felix SCC about Support Coordination and Connection Services in WA — we’ll walk you through how G.U.I.D.E applies to your situation.

Talk about a plan Our services
An unhandled error has occurred. Reload 🗙