Brief the team in 20 minutes
A timed facilitator script, pair exercises and a session sheet give your shift leads a practical starting point.
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A practical resource for care teams
Shift Handover Toolkit
Help your team turn a handover into actions people understand and own.
Run a short staff session, practise realistic situations and review the next seven days. Ready-to-use tools for the conversations around your existing care records.
£19
One-off purchase
One service’s whole team
Request the toolkit · £19 →
Download the free preview · 3-page PDF
One service’s whole team
Leave a purchase request. Payment and delivery are confirmed separately; no payment is taken on this website.
20-page playbook
8 editable tools
12 practice scenarios
Put it to work in your next team session
Build a consistent briefing around the records you already use.
Practise the difficult bits
Twelve fictional scenarios cover unclear ownership, missing outcomes, changed choices, privacy, relief staff and system downtime.
Check what changed
Use the seven-day plan and manager spot check to review accepted actions, due times and what the incoming colleague understood.
See exactly what you receive
Inside your download
Manager playbook
Setup guidance, a repeatable briefing routine, the 20-minute workshop, 12 scenarios with suggested responses, digital record mapping, continuity prompts and a seven-day review.
Editable team workbook
Service setup, shift briefing, open actions, manager spot check, team session, downtime planning and capture, seven-day review, and individual coaching. Edit the Word file or print the matching PDF.
Staff quick card
Four questions for a clear briefing, a read-back prompt and the final checks to keep beside your approved handover system.
Start guide and team licence
Opening and printing instructions, the scope of the pack and permission to adapt it for one named service or location, including staff and agency colleagues working there.
A taste of the training
Make the next action clear.
A vague handover
“The clinic may ring. Someone needs to chase it.”
Who is checking? By when? Where will the result go?
A clearer briefing
“The routine appointment query was logged at 14:20 in C-21. No response is confirmed. Jordan will check by 16:00 and update that entry.”
The receiving colleague accepts the action and reads back the next step. Fictional example; urgent concerns follow the service’s escalation process immediately.
A manageable first week
Set up. Practise. Review.
Choose one handover
Confirm cover, privacy, access and the official record location with your manager.
Let both shifts practise
Use the scripted session and fictional examples. Practise receiving and clarifying as well as giving the briefing.
Review a small sample
Check ownership and due times after seven days, then agree one practical change.
Before you order
A few useful answers
We already use care software. What does this add?
The pack gives your manager a ready-to-run practice session, examples, coaching prompts and review tools. Staff keep using the care notes and task functions in your authorised system. There is no software integration, separate care database or subscription.
Who is the pack designed for?
Adult social care managers, shift leaders, care home teams and supported living services. Source references concern adult social care in England. A manager should adapt the prompts to the current service policies and individual plans; other jurisdictions or children’s services require their own policy checks.
Can I edit it and share it with my team?
Yes. One £19 purchase covers one named service or location and its staff, including agency colleagues working there. You can print and adapt the materials for that service and keep using the purchased version without a recurring fee. Additional services need separate licences. Public redistribution, resale and commercial repackaging are excluded. Future updates are not included or promised.
How do payment and delivery work?
Start with a purchase request in the learning shop. No payment is taken by the request form. Payment and delivery are arranged separately. Once payment is confirmed, your service receives a private download link valid for seven days. The ZIP includes the playbook, Word workbook, printable workbook, quick card and start guide. Keep your downloaded copy for ongoing use.
Do I need special software?
Use a standard PDF reader for the printable files. The editable workbook is a .docx file for Microsoft Word or another compatible editor. Layout may vary in other editors; the matching PDF provides the reference print version. Print on A4 paper.
Is it accredited or approved by a regulator?
This is an independent practice resource. It has no CPD accreditation, regulator or software supplier endorsement, and does not guarantee compliance or an inspection outcome. The session records participation rather than certifying competence. Current local procedures and authorised clinical advice take precedence.
The playbook includes source notes linking to CQC’s record keeping guidance and NICE’s guidance on sharing relevant concerns. These sources provide context for the independently written exercises.
Give your next team session a clear starting point.
£19 once for one service team. Editable tools, practical exercises and a seven-day plan.
A purchase request starts the process. Payment and delivery are confirmed separately. Ask a product question