Getting Started

If you haven’t already done so, you will need to sign up to register as a user on the SRI 2 web site.  This will allow you to set up a new SRI account.  Once you have set up an SRI account for your service you will be able to view the SRI 2 dashboard.  This will give you easy access to guidance and data collection forms you will need to gather and review the evidence needed to complete an SRI 2 for your service.

Self- Evaluation and Service Development

SRI 2 is not another audit tool or an external inspection.  It is not something that is done to you but a process that people in your service can control and own.   SRI 2 promotes strengths based practice that focuses on existing strengths, that can be built upon, as well as areas of practice that could be improved or be more effective in supporting recovery focused outcomes.  To get the best out of SRI 2 it is important that people feel confident in the process and are prepared to approach it in a spirit of curiosity and self-reflection. 

The SRI 2 framework is designed to facilitate a process of self-evaluation and reflection which will in turn support ongoing service development and improvement.  It allows services to look at what works best in supporting recovery as well as areas where practice could be improved to make it more recovery focused.  This provides an evidence base that can be used to develop a plan for implementing actions that will build on existing strengths and make in improvements that will deliver better recovery outcomes for people using the service.


SRI 2 is designed to be a flexible process that can be adapted to suit the needs and circumstances of individual services.   There is no prescriptive plan that needs to be followed rigidly.  However, this means that is important that services spend some time planning and preparing the approach they are going to take to completing the SRI 2.  Experience suggests that investing time in planning at the start of the process will make it easier and less time consuming.  Key things that need to be agreed at the planning stage include:

  • The appointment of a co-ordinator who will have overall responsibility for completing the SRI 2 for your service.
  • Arrangements for selecting a sample of documentary evidence e.g. assessments and care plans that will be reviewed as part of the SRI 2 process.
  • How staff, people using the service and informal carers will be engaged in the SRI 2 process.
  • Setting a timetable for completion of the SRI 2 and scheduling time for reviewing the documentary evidence and meeting with staff, people using the service and informal carers.

In developing your plan for completing an SRI 2 for your service you may find the SRI 2 Planning Checklist useful that has been developed drawing on the experience of services that have already completed the SRI 2 process.


Effective communications are also essential to ensure that everyone who will be involved in the process has a good understanding of the SRI 2 framework and process.  It is also important that people know how they will be expected to be involved and to address any concerns they may have. 

SRN have produced some publications that you might find useful to distribute to people to give them more information about SRI 2.  This includes leaflets and posters designed for staff working in your service and for people using the service and their carers.

You can download electronic copies of the various SRI 2 materials.  

SRI 2 leaflet

SRI 2 poster

SRI 2 leaflet for service users and carers

SRI 2 poster for service users and carers

You can also order copies of these materials (which are free if you are based in Scotland) by contacting the SRN office.

Next Steps

Once you have developed your plan and communicated this to everyone who will be involved in the process you are ready to started the process of gathering and reviewing the evidence required to complete your SRI 2. 

This will involve reviewing three sources of documentary evidence:-

  • Assessments
  • Care Plans
  • Service Information

You will also need to talk to three groups of people who know about your service:

  • Staff (service providers)
  • People using the service (service users)
  • Informal carers

You can download guidance about gathering evidence from each of these sources and data collection forms for recording the evidence from your SRI 2 dashboard or in resources.

Getting Help

You can also contact SRN if you have any questions about SRI 2 or would like to talk to someone about  how your service could benefit from using SRI 2.