Practitioner toolkit
Build a safer, clearer independent practice
Practical, research-led guidance for independent and small UK behaviour analysis practices. Start with the job in front of you; each route gives you a simple next step and links to the detail behind it.
The goal: leave with a clearer decision, a practical check, and a trustworthy source to return to.
Start here
What are you trying to do?
Choose the closest task. You do not need to know the right legal or professional term before you begin.
I’m setting up a practice
Check your scope, standing, safeguards, records, privacy, contracts and continuity before taking your first case.
You’ll leave with: a launch-readiness checklist →
02Day-to-day deliveryI need better notes and case records
Make session work understandable, connected and usable for review, handover and the next practitioner.
You’ll leave with: a record-quality check →
03Privacy and governanceI need to get data protection right
Map what information you use, why you use it, who can access it and what happens when a request or incident arises.
You’ll leave with: a privacy-operations check →
04Working with clientsI’m preparing a client agreement
Clarify the people, service, money, consent, privacy, concerns and closure without treating one document as everything.
You’ll leave with: an agreement issue check →
05Retention and accessI need a defensible record-retention approach
Define the case record, set purposeful review points and manage access, holds, deletion and retrieval.
You’ll leave with: a retention-schedule checklist →
06Credentials and rolesI need to explain who can lead the service
Understand UKBA(cert), BCBA, BCBA-D and BCaBA roles, then make clinical responsibility and supervision clear to clients.
You’ll leave with: clear credential wording →