Disability Resourcing Checklist

A free, printable planning checklist for families and educators to identify the support a learner needs, who may provide it, and what to follow up.

Country-neutral planning tool. This is not an eligibility assessment or a promise of funding. Education rights, terminology, funding and decision-makers vary by country and region. Use your local guide and official authority's rules.

Download editable CSV checklist

1. Learner and meeting details

Name or initials: Date:

School/setting:

Parent/learner priorities:

2. Identify barriers and strengths

Communication and language needs
Learning, reading, writing or numeracy
Sensory, physical or accessibility barriers
Social, emotional, wellbeing or regulation support
Attendance, transitions and participation
Learner strengths, interests and preferred strategies recorded

Examples of what happens and what helps:

3. Classroom and school adjustments

Accessible teaching materials and instructions
Differentiated tasks, pacing or assessment adjustments
Communication aids or alternative formats
Physical access, seating and sensory arrangements
Safety, personal care and transition planning
Existing support recorded, including frequency and responsible person

4. People, equipment and services

Class teacher / learning-support coordinator
Special education or additional support staff
Speech and language / occupational / physical therapy advice if appropriate
Assistive technology, accessible transport or equipment needs considered
Consent and safe information-sharing arrangements confirmed

Who will do what?

5. Funding and eligibility questions

What support can the school provide now?
Is a formal assessment, plan or referral required?
Who makes funding or allocation decisions?
What evidence is needed, and what is the deadline?
Are there public, local or charity funding options?
How can a decision be reviewed, challenged or appealed?

Funding route / contact / reference:

6. Agreed actions and review

Action 1 / owner / due date:

Action 2 / owner / due date:

Review date and how progress will be measured:

Questions to follow up:

Find country-specific guidance

Use our free resource library and country pages for the applicable local education system. Avoid sending sensitive learner records to unknown websites or unsecured email addresses.