Word Form Design & Formatting

I have a paper-based form that I now need recreated as a fully editable Word (.docx) file. All of the wording, a few small images (logos) and several simple tables will come from me; what I need from you is the layout magic so the finished document mirrors my reference form exactly.

Key points:
• Follow the reference form’s fonts, spacing, headings and overall visual hierarchy so users recognise it instantly.
• Build the document with properly formatted text styles, embedded images and cleanly aligned tables.
• Add editable form fields (text boxes, date pickers, checkboxes, etc.) so staff can fill it out on screen, yet be able to print a clean hard copy when required. No macros or code—native Word features only.

Deliverable:
• A polished, print-ready and screen-fillable .docx template, handed over with all formatting intact and unlocked for future edits.

If you have recent examples of Word forms you’ve built that combine text, images and tables, that will help me choose quickly. Looking forward to working with someone who is meticulous about alignment and consistency.

Below, is the information for the word document I desire.

Truly Whole Support Services
Work Readiness Snapshot Form

Provider Name: Truly Whole Support Services
ABN: ____________________
Support Worker/Coach: ____________________

Participant Details

Participant Name: ______________________________
NDIS Number: ______________________________
Date of Birth: ______________________________
Plan Start Date: ______________________________
Plan End Date: ______________________________

Primary Employment Goal (as per NDIS Plan):

Date of Snapshot: ____ / ____ / ______

Snapshot Type:
☐ Initial Intake
☐ Quarterly Review
☐ Mid-Plan Review
☐ Pre-Employment Review
☐ Other: ___________________

Section 1: Current Work Status

Current Employment Status:
☐ Unemployed
☐ Volunteering
☐ Work Experience
☐ Part-time Employment
☐ Casual Employment
☐ Full-time Employment

Industry or Job Type (if applicable):

Hours per week (if working): ___________

Section 2: Work Readiness Domains

Rate each area based on current functioning.

Domain Not Ready (1) Emerging (2) Developing (3) Work Ready (4) Score
Motivation to work ☐ ☐ ☐ ☐ ___
Daily routine consistency ☐ ☐ ☐ ☐ ___
Punctuality/time awareness ☐ ☐ ☐ ☐ ___
Personal hygiene & presentation ☐ ☐ ☐ ☐ ___
Communication skills ☐ ☐ ☐ ☐ ___
Following instructions ☐ ☐ ☐ ☐ ___
Emotional regulation at work ☐ ☐ ☐ ☐ ___
Social interaction with others ☐ ☐ ☐ ☐ ___
Physical capacity for work tasks ☐ ☐ ☐ ☐ ___
Travel/transport independence ☐ ☐ ☐ ☐ ___
Technology/job search skills ☐ ☐ ☐ ☐ ___
Problem solving at work ☐ ☐ ☐ ☐ ___

Total Score: ______ / 48

Work Readiness Level

☐ 0–16 = Not Work Ready
☐ 17–32 = Developing Work Readiness
☐ 33–48 = Job Ready / Placement Ready

Section 3: Functional Barriers

Tick any current barriers affecting employment:

☐ Anxiety or emotional regulation
☐ Low confidence
☐ Physical pain or injury
☐ Poor sleep or fatigue
☐ Limited work experience
☐ Transport difficulties
☐ Communication challenges
☐ Behavioural concerns
☐ Housing instability
☐ Financial stress
☐ Technology skills gap
☐ Other: ___________________________

Section 4: Strengths and Interests

Participant strengths:

Interests or preferred industries:

Skills already developed:

Section 5: Current Support Needs

Level of support required for employment:
☐ High support (daily coaching required)
☐ Moderate support (weekly coaching)
☐ Low support (check-ins only)
☐ Independent with minimal support

Support types required:
☐ Job search support
☐ Resume/interview coaching
☐ Workplace behaviour coaching
☐ Physical fitness/conditioning
☐ Nutrition and lifestyle support
☐ Emotional regulation coaching
☐ Travel training
☐ On-the-job support
☐ Other: ________________________

Section 6: Short-Term Goals (0–3 months)
Section 7: Progress Since Last Snapshot

(Leave blank if initial intake)

Areas of improvement:

Areas needing more support:

Change in work readiness score:
Previous: ______
Current: ______

Section 8: Recommended Next Steps

☐ Continue capacity-building supports
☐ Begin work experience
☐ Begin volunteering
☐ Job search and applications
☐ Employer engagement
☐ On-the-job support
☐ Refer to DES/IEA provider
☐ Refer to allied health
☐ Other: _______________________

Section 9: NDIS Evidence Notes

(For audit and reporting)

How supports relate to participant’s NDIS goals:

Functional capacity changes observed:

Support category used:
☐ Capacity Building – Finding and Keeping a Job
☐ Core Supports – Assistance with Social & Community Participation
☐ Other: _______________________

Signatures

Participant Name: __________________________
Signature: ______________________ Date: ___ / ___ / ___

Support Worker/Coach: _____________________
Signature: ______________________ Date: ___ / ___ / ___

Supervisor (if required): __________________
Signature: ______________________ Date: ___ / ___ / ___

Participant Consent

I consent to this work readiness snapshot being completed as part of my NDIS supports.

☐ I agree
☐ I do not agree

Participant Signature: _____________________
Date: ___ / ___ / ___