CONFIDENTIAL
(Version: May 2015)
Form SA2c
Safeguarding Adults
Strategy Meeting Minutes
Concerning:
Name:
Date of Birth:
ESCR/CIS ref:
Date of Death
(if appropriate):
Details of Strategy Meeting
Date of Meeting:
Location of Meeting:
Time of Meeting:
No
Response
Job Title, Organisation, Relationship
Apology
Persons Invited
Attended
Details of Participants
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 >
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: May 2015)
Page 1 of 4
Name / DoB of the Adult At Risk:
CONFIDENTIAL
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 however also include additional information 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 Safeguarding Plan.
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: Record the adult at risk’s views 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-making and representation of the Adult at Risk
Yes
No
Don’t know
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?
Record those decisions made in the adult’s best interests, in line with the Mental Capacity Act
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: May 2015)
Page 2 of 4
CONFIDENTIAL
Name / DoB of the Adult At Risk:
Yes
No
Don’t know
Does the adult at risk have mental capacity, but have a
‘substantial difficulty’ participating in the process
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. Current Safeguarding Plan
Actions Required
< Guidance Note: The Safeguarding Plan should relate
specifically to the risks identified in Section 3 >
Review Arrangements
Person Responsible
Every action must
have a named
responsible person
for its completion
Date
Specify an
actual
date.
Person Responsible
Date
Person Responsible
Date
< Guidance Note: How will the Safeguarding Plan be
reviewed/monitored during the Formal Enquiry process >
Contingency Plan
< Guidance Note: if despite the Safeguarding Plan, an incident
occurs – record here how people should respond >
9. Type of Formal Enquiry
Service Provider - Formal Enquiry
Independent - Formal Enquiry
Independent - Large Scale Enquiry
Safeguarding Enquiry Officer:
Please note any differences of opinion regarding 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.
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: May 2015)
Page 3 of 4
CONFIDENTIAL
Name / DoB of the Adult At Risk:
Record actions to be undertaken
Action agreed
< 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 the Formal Enquiry.
Person Responsible
Date
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’
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.
Please note any differences of opinion as to the actions 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?
Proposed dates for a case conference meeting to be held:
Yes
No
Date (if known):
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: May 2015)
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