Self-evaluation tools and guidance: care homes for adults and older people

Last updated: 8 May 2026

Self-evaluation is where a service ‘systematically examines itself, achievements, and processes to assess whether it is meeting its stated objectives and outcomes efficiently and effectively’. Audit Scotland

The purpose of our self-evaluation tools is to support services to assess how well they are doing against the key questions from our quality framework and highlight areas where they need to support improved outcomes for people.

This toolkit and guidance follows on from the work we have already undertaken in relation to self-evaluation and should be used in conjunction with the quality framework for your service type and our guide to self -evaluation. This gives a suggested step by step guide and information on:

  • what self-evaluation is

  • how to use self-evaluation

  • carrying out your self-evaluation

  • involving people who experience care and their carers.

PDF Self-evaluation tool guidance Published: 15 February 2022
PDF Self-evaluation tool: worked example Published: 15 February 2022
Word Self-evaluation tool: blank Published: 15 February 2022
Word Core assurances template Published: 15 February 2022
Word Example questions: people experiencing care Published: 15 February 2022
Word Example questions: relatives Published: 15 February 2022
Word Example questions: staff Published: 15 February 2022
Word Example questions: visiting professionals Published: 15 February 2022
Word Example: focus group plan Published: 15 February 2022
Word Improvement template Published: 15 February 2022
Word Meaningful connection self-evaluation tool Published: 26 March 2026