Name / DoB of the Adult At Risk: / CONFIDENTIAL
Safeguarding Adults
Strategy Meeting Minutes /
Concerning:
Name: / ESCR/CIS ref:
Date of Birth: / Date of Death
(if appropriate):
Details of Strategy Meeting
Date of Meeting: / Time of Meeting:
Location of Meeting:
Details of Participants
Persons Invited / Job Title, Organisation, Relationship / Attended / Apology / No Response
Chair: Safeguarding Coordinator
Meeting Administrator
Safeguarding Enquiry Officer
Adult At Risk
Comments on invitations/attendance:
< Guidance Note: This section should be used to record situations where people were only able to attend part of the meeting or where relevant persons could not be identified or contacted e.g. a relevant family member could not be contacted in order to be invited >
1. Information about the adult at risk
Delete all guidance notes from the finalised document.
< Provide a pen picture of the adult at risk, their current circumstances, relevant information about support needs, services received, support networks, family relationships.
Include additional information that provides a context to the decisions required at the meeting, such as previous allegations and concerns as well as how these were managed. This may include relevant information contained in the Supporting Information form (SA1) and/or other relevant further information known through case history >
2. Nature of concerns/allegations
Details of safeguarding concerns/allegations
< Guidance Note: In this section record the allegations/concerns that have led to the strategy meeting.It may howeveralso include additionalinformation or related concerns as raised within the strategy meeting >
3. Risk Assessment: Risks To The Person And/Or Others
Detail any separate risk assessment undertaken
< Guidance Note: Record in this section identified risks of harm. Each identified risk will need to be specifically addressed through the SafeguardingPlan.
A separate risk assessment form is not always required, however, where one is used,this should be clearly referenced and attached as an appendix >
4. Desired outcomes of the adult at risk
Desired outcomes are those changes that the adult at risk wants to achieve from the support they receive, such as feeling safe at home, access to community facilities, restricted or no contact with certain individuals or pursing the matter through the criminal justice system.Record these here.
If the person lacks capacity, then the desired outcomes will need to be decided in the adult’s best interests. If the adult is deceased, the desired outcomes will be those that others, such as friends or family wish to achieve on their behalf.
5. Views of the Adult At Risk
< Guidance Note: Recordthe adult at risk’sviews about has happened, what they want to happen now, how they want to be involved in the safeguarding process and the support they feel they need in order to be safe. Where the person lacks mental capacity in relation to such decisions, or is being represented, record the view of the representative in this section. This may be, for example, a family member or Independent Advocate
6. Decision-makingand representation of the Adult at Risk
Are there any decisions about the Formal Enquiry that the adult at risk lacks the mental capacity to make? / Yes / No / Don’t know
Are there any decisions about the Safeguarding Plan that the adult at risk lacks the mental capacity to make? / Yes / No / Don’t know
Was there a mental capacity assessment undertaken in relation to those decisions? / Yes / No / Don’t know
Record those decisionsmade in theadult’s best interests, in line with the Mental Capacity Act
Does the adult at risk have mental capacity, but have a ‘substantial difficulty’ participating in the process / Yes / No / Don’t know
Does the adult need support/representation by a friend/relative or Independent Advocate?
Yes No If Yes, record who:
7. Views of Relevant Professionals/Family Members/Carers
< Guidance Note: This section should focus on views in relation to the issues or concerns that have arisen, views in relation to the need for safeguarding arrangements or formal enquiry
8. CurrentSafeguarding Plan
Actions Required / Person Responsible / Date
< Guidance Note: The Safeguarding Plan should relate specifically to the risks identified in Section 3 / Every action must have a named responsible person for its completion / Specify an actual date.
Review Arrangements / Person Responsible / Date
< Guidance Note: How will the Safeguarding Plan be reviewed/monitored during the Formal Enquiry process >
Contingency Plan / Person Responsible / Date
< Guidance Note: if despite the SafeguardingPlan, an incident occurs – record here how people should respond
9. Type of Formal Enquiry
Service Provider - Formal Enquiry / Independent - Large Scale Enquiry
Independent - Formal Enquiry / Safeguarding Enquiry Officer:
Please note any differences of opinionregarding the type of Formal Enquiry
10. Formal Enquiry Plan
List specific allegations/concerns requiring investigation
< Guidance Note:
For those types of abuse that are to be investigated under the safeguarding adults procedures, detail each type of alleged abuse and the incident(s). Record this using the following format:
  • Each alleged type of abuse to be stated (e.g. physical, domestic abuse, sexual abuse (inc. sexual exploitation), psychological, financial / material, neglect and acts of omission, discriminatory, organisational) as a heading and numbered.
  • Under each alleged type of abuse, list key incident(s) that make up the allegation summarised as bulleted points.

Record actions to be undertaken
Action agreed / Person Responsible / Date
< Guidance Note:
Include plans for communicating with both the adult at risk and person/organisation alleged to have caused harm prior to, during and after theFormal Enquiry.
If the Formal Enquiry needs to be coordinated with another enquiry/investigation, record how this is being managed e.g. Do any actions need to be put on hold whilst the police investigate? Can actions be carried out jointly? Will a strategy review meeting be held once the other enquiry/investigation is complete?
Record initial agreement on who should be interviewed (and by whom), what records are to be accessed (and by whom) and an estimated time frame for a draft and final report completion.
  • All actions to be summarised by the Chair following agreement by attendees
  • Every action must be worded in a way that it is clear what is to be done and how it is completed.
/ Every action must have a named responsible person for its completion / Specify an actual date. Do not use terms such as ‘asap’ or a ‘week’
Please note any differences of opinionas to theactions listed
11. Additional Actions Required
Actions: Including persons to be informed if not present / Person Responsible / Date
12. Further Meetings
Is a strategy review meeting anticipated? / Yes No / Date (if known):
Proposed dates for a case conference meeting to be held:
Appendices: List Any Reports Attached To These Minutes
Name of Safeguarding Coordinator:
Signature:
Date of Signature:

All information shared at this meeting is strictly confidential. It should not be used for any purpose other than the safeguarding or care of the adult(s) concerned. If any individual or organisation wishes to use information given at this meeting for any other purposes they must seek the explicit consent of the organisation or person that shared it.

Form SA2c(Version: May2015) Page 1 of 4