Just starting out

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Home | Accessibility | Just starting out | Templates | Staffing policies

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Just starting out? It can seem there is a lot to do all at once. Just remember that you do not need everything on Day One. This website will help, as when you need something you can just come here and take what you need.


One document you will need at the beginning (especially if you live in England and are aiming for a PHB) is a Care and Support Plan. We are thinking of ways we can help with this as everyone is so different that the Plans really are unique. As a starting point, have a look at this page.


The idea for this page is that it contains useful help for when you just starting out to run a care budget, or just need guidance. If we were to add this help directly, we believe that we will be duplicating what is already out there on the internet, and, add the risk of not keeping it up to date. Providing links is a way around this. So if you have links - just add them, or, email them to us at contact@mycarebudget.org.

The links are not validated by us, we've just heard good things about them. You also need to note that some of the organisations charge for their services. You can always feedback to us on how useful they were over in the Discussion forum.


General and really good - start here

NHS logo

The National Health Service (NHS) in England are the source of Personal Health Budgets, click [here].


people hub logo

peoplehub is an independent Community Interest Company, led by people with lived experience of personal health budgets, and aimed at offering useful information, connecting people and influencing how personal health budgets are implemented. Their web site has been written by those with lived experience, click [here]. Check out their guides too [here].


In Control logo

InControl are a national charity working for an inclusive society where everyone has the support they need to live a good life and make a valued contribution, click [here].


Places for care and support planning and gaining that care budget

Cerebra logo

Cerebra offer a toolkit for accessing the care services you need, click [here].


Think local act personal logo

think local act personal offer help on care and support planning, click [here].


Beacon logo

Beacon offer help on care and support planning, a toolkit and much more. Click [here].


ONS logo

The Office for National Statisitics have provided these guides that show the access to adult social care funding in England. Click [here].


Rethink Mental Illness logo

Rethink Mental Illness have a great set of guides for care and support planning for social care. Click [here].


Care To Be Different logo

Care To Be Different offer great advice and resources for the NHS Continuing Healthcare (CHC) process. Click [here].


Professional Records Standards Body logo

The Professional Records Standards Body might not be your first place to look for a Care and Support Plan, but it does have a comprehensive template you can use. Click [here].


Tools for caring and running the budget

Multi Me logo

Multi Me have had good reviews about their software for building a life around the person with disabilities, click [here].


Patients Know Best logo

Patients Know Best is one of those apps that you'll wonder why no one did it before. Linked in with NHS and provides one place to hold all your medical records, letters, appointments and files click, [here].


Jointly logo

Jointly is a mobile and online application created by carers for carers. It combines group messaging with other useful features including to-do and medication lists, calendars and more! Click [here].


Log My Care logo

Log My Care allows care staff to log care and tasks, providing an overview of the care given by your team, though might be more aimed at care homes. Click [here].


Rota cloud logo

Rotacloud have had some very good reviews for how it creates and communicates your staff rota, click [here].


Places you should visit

Social Care TV logo

Health Your Way was established to meet the growing demand for people seeking personalised health and social care. Click [here].


Imagineer logo

Imagineer offer support brokerage and training, but also develop and support small, innovative projects and enterprise ideas. Click [here].


Bringing Us Togetherlogo

Bringing Us Together offer support under the banner of: Helping parent carers feel “I can do this!”. Click [here].


Bringing Us Togetherlogo

Contact is a charity for families with disabled children to support families, bring families together and help families take action for others. Click [here].


Facebook logo

Know any useful Facebook pages? Let us know, we'll add them here. Here are a few to start: here here here


Training for you and your staff is essential

Social Care TV logo

The Social Care TV website offers a wide range of very affordable training course, with a good description. The employer can set up a 'master' account and then check progress of all their staff's training who have their "subsidiary" accounts. Click [here].


Cherry Training logo

Cherry Training source training courses for clients who want to embark on personalised training that will enrich and better their lives. Click [here].


Train With Care logo

Train With Care is a bespoke clinical and mandatory training service for people with complex needs (adults and children). Train With Care is recognised as an Endorsed Provider by Skills for Care which is the bespoke quality mark that is given to the best learning and development providers within the adult social care sector. Click [here].


Howe Training logo

Howe2 Training & Consultancy deliver “real life training based on in depth sector experience". Click [here].


Other places offer guidance for staffing

Skills for care logo

Skillsforcare are more for the paid employer of care staff but there is lots of useful information on the site, click [here].


ILG logo

The Independent Living Group offer a set of templates centred on employing care staff, click [here]. It does cost though, unless you have relevant insurance through Mark Bates Ltd.


V logo

Independent Lives is a user-led charity and social enterprise working to change the lives of disabled people, people with support needs and carers, click [here].


CQM logo

Care Quality Matters offer checklists and templates but there is a charge, although with a free trial, click [here].


Leeds C I L logo

Leeds cil have lots of resource about employing care staff, click [here].


Trafford CCG logo

Trafford CCG have a guide to employing care staff, click [here].


Wiltshire Centre for Independent Living logo

Wiltshire Centre for Independent Living offer staffing templates, click [here].


Disability North logo

Disability North offer a whole range of guides, some free, some services are chargeable. Click [here].


Educational focus

IPSEA logo

Independent Provider of Special Education Advice (IPSEA) offer good advice around educational issues, Independent Provider of Special Education Advice, click [here].


The legal side

Irwin Mitchell logo

Irwin Mitchell offer legal templates, click [here].


Local and national government organisations

UK government logo

Department of Work and Pensions for benefits, click [here].


UK government logo

Office of Disabilities Issues for information on disabilities funding, click [here].


UK government logo

Her Majesty's Customs and Excise for Employment Taxes, National Insurance, VAT, click [here].


UK government logo

Government portal for employees’ and employers’ rights, click [here].


Equality logo

Equality and Human Rights Council for disability rights and complaints, click [here].


UK government logo

Home Office/Equalities for Equalities information, click [here].


Write To Them logo

Write to your elected politicians, for example, to complain to your councillors or MP, click [here].


The Local Government & Social Care Ombudsman logo

Local Government Office who are the ombudsman for complaints about your Local Authority, click [here].


Request a Freedom Of Information (FOI) from your Clinical Commissioning Group (CCG). Note that some share the same email address. Click here to download.