From support idea to action plan
Workplace Adjustment Plan Template
A workplace adjustment plan should turn a support conversation into clear action. It records what barrier is being addressed, what support has been agreed, who owns each step and when review should happen.
A useful plan shows
Support works better when the next step is visible.
A useful plan shows
Support works better when the next step is visible.
Copy or download: workplace adjustment plan
Replace the bracketed prompts in your own document. No account is needed. Keep the record focused on relevant work barriers and the support to discuss.
WORKPLACE ADJUSTMENT PLAN Employee / role: [Name and role] Conversation date: [Date] Employee contact preference: [Method] Manager / coordinator: [Name] 1. Work-related barrier [Describe the task, environment or process and its practical impact.] 2. Adjustment to try [Describe the agreed support. If still proposed, mark it as proposed.] 3. Implementation Owner: [Person responsible] Target start date: [Date] Resources or approval needed: [Details] Interim support while waiting: [Details] 4. Review Review date: [Date agreed together] What would improvement look like? [Practical indicators] Employee feedback: [To complete at review] Manager feedback: [To complete at review] Next step: [Continue / change / discuss alternatives] 5. Sharing and continuity Who needs this information and why? [Names or roles] What information should be shared? [Minimum necessary] Where will the agreed record be kept? [Location] Who updates it if role, manager or needs change? [Name / role] Employee and manager confirmation of the record: [Names / date] Outstanding issues or different views: [Details]
See a completed fictional example
Fictional example — a proposed trial, not a universal recommendation. Role: Service desk analyst Barrier: Unplanned chat interruptions make it difficult to finish incident notes accurately. Proposed support: A daily protected documentation period, with an agreed route for urgent incidents. Owner: Team manager to arrange cover and explain the urgent-contact route. Start: Date agreed at the next rota meeting. Review: Two weeks after the trial starts (an illustrative choice, not a required deadline). Indicators: Employee feedback on concentration; completeness of notes; whether urgent incidents remain covered. Sharing: The rota arrangement goes to the team. Personal background information is not included. Next step: Keep, change or replace the arrangement based on the review.
What an adjustment plan is for
A workplace adjustment plan helps convert agreed support into practical steps.
It can be used after a reasonable adjustment request, occupational health recommendation, return-to-work conversation or accessibility discussion.
The plan should make support easier to implement and review. It should not become a burden or a way to over-document someone’s personal information.
What to include
Barrier
What is making work, access or participation harder?
Adjustment
What support or change has been agreed?
Owner
Who is responsible for making it happen?
Timing
When should the adjustment be implemented?
Communication
Who needs to know and how should updates happen?
Review
When should the adjustment be checked?
Example adjustment plan structure
Use this structure to help draft your plan.
Employee / team:
[Name / team]
Barrier being addressed:
[Describe the work-related barrier]
Agreed adjustment:
[Describe the support, change, tool or arrangement]
Owner:
[Person or team responsible]
Implementation date:
[Date or timeframe]
Sharing permissions:
[Who can see this information and why]
Review date:
[Date]
Review question:
Is the adjustment working, and does anything need to change?
What makes a plan useful
It is specific
The plan says what will happen, not just that support is needed.
It has an owner
Someone is responsible for the next step.
It is proportionate
It records useful information without unnecessary detail.
It is reviewable
Support can be checked and updated.
Plan vs passport vs software
Adjustment plan
Defines agreed actions, owners and review.
Adjustment passport
Preserves access needs and support context.
AXS Passport
Connects profiles, requests, records, ownership and review in a digital process.
From plan to managed support
AXS Passport helps organisations move beyond static adjustment plans.
Structured requests
People can describe barriers and support needs clearly.
Action ownership
Next steps can be assigned and tracked.
Records
Agreed support can be maintained.
Review
Adjustments can be revisited over time.
Make adjustment plans easier to follow through
AXS Passport helps organisations manage support plans, adjustment requests, records and review.