EdZola
Disability inclusion sector playbook

Inclusion is a life journey, not a single service. Your system should follow goals, support and participation.

Early intervention, rehabilitation, inclusive education, assistive technology, community-based inclusion and employment programmes work around different teams and outcomes. The common thread is a person-led plan connected to the environments that enable or block participation.

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S
Sneha JadhavPD-0417 · Age 22 · Hadapsar, Pune
FULL JOURNEY
WG_screening_ward12_FINAL.xlsxSheet2
Sneha J.22mother answered
Sneha Jadhav21dup?
01 · Screened, in her own words
Screened 3 Mar, Ward 12Walking: a lot of difficulty · Self-report
Referred
UDID applied Apr?
cert pending, ask Dr sir
02 · Assessment & plan
UDID issued, her plan signedHer goal: get to the tailoring unit alone
Plan set
Physio register · Jul · pg 9
Sneha J.✓✓✓✓✗✗
03 · Therapy & device
Two sessions missed after fitting✓✓✓✓✗✗
Flagged
Action today
Refit visit booked with technicianBefore her training course starts Monday
Due today
DOC
Placement_tracker_old_v2.docxLast updated March · 3-month checks blank
04 · Placement
90-day check-in, with her aloneRamp and extra break time agreed
Jan 2027

Five places, one person. Nobody can see her chair doesn't fit the door.

Six common operating models

Find the model closest to how your work actually runs.

Many organisations combine two or three. Start with the closest match, then borrow only the parts that solve a real programme problem.

Model 01

Early intervention

Young children and caregivers receive developmental assessment, therapy and home support.

Usually organised around
Children, caregivers, milestones, assessments, appointments and home plans.
Watch for
Development is uneven; progress should be understood in context, not ranked.
Start with
Child and caregiver goals, visit, home activity and review.
Model 02

Multidisciplinary rehabilitation

Therapists and specialists coordinate goals across disciplines and settings.

Usually organised around
People, functional assessment, goals, disciplines, sessions and reviews.
Watch for
One shared plan should not erase professional notes or the person’s priorities.
Start with
Person-led goal, therapy plan, session and team review.
Model 03

Inclusive or special education

Learners receive classroom accommodations, individual education plans and family support.

Usually organised around
Learners, schools, IEP goals, services, accommodations and participation.
Watch for
The record should support inclusion, not become a deficit catalogue.
Start with
Learner goal, accommodation, classroom action and review.
Model 04

Assistive technology

Teams assess, fit, deliver and maintain devices with training and follow-up.

Usually organised around
Users, functional need, devices, fitting, repairs, training and use.
Watch for
A device distributed is not a device fitted, used or maintained.
Start with
Assessment, device, fitting, maintenance and user feedback.
Model 05

Community-based rehabilitation

Community workers connect health, education, livelihoods, social life and entitlements.

Usually organised around
People, households, local resources, referrals, barriers and participation goals.
Watch for
Map community assets and barriers; avoid creating a parallel service island.
Start with
Person goal, community resource, referral and participation review.
Model 06

Inclusive employment

Candidates and employers prepare, match and sustain accessible work.

Usually organised around
Candidates, skills, accommodations, employers, roles, joining and retention.
Watch for
Job quality, accessibility and choice matter alongside placement.
Start with
Candidate goal, accommodation, employer action and retention check.

Not sure which one you are? Bring one tracker and describe a normal week. The model usually becomes clear quickly.

Sound familiar?

Your programme runs on good people and scattered data.

These come up in almost every first conversation we have with disability & inclusion teams.

"We count wheelchairs handed over. Nobody goes back."

A chair that doesn't fit the doorway ends up in a corner, and the report still counts it as delivered.

Rehab coordinator
"The UDID applications live in my phone gallery."

Photos of forms and portal screenshots, no dates. Nobody can say who's been waiting six months.

Field coordinator
"The plan says 'improve gait'. She said 'get to the market alone'."

Goals get written in therapy language, and the person stops seeing why they should come.

Therapist
"Every programme sends a different Excel to the funder."

Early intervention counts children, livelihoods counts candidates, the workshop counts devices. At year end someone spends weeks making plan versus actual add up.

Programme director
Real work, not only illustrations

What we've actually built.

We run skilling and placement systems for persons with disability with TRRAIN. Early intervention, therapy and device workshops would be new builds on the same foundations, and we'll say so in the walkthrough.

Also worked with:Mitti Cafe

Recognise your programme? Tell us where the work gets stuck and we'll suggest a useful first version.

One worked example · Identification to education and participation
Follow one programme journey

For an inclusion programme, four questions keep the person’s goals at the centre of coordinated support.

This is one operating model, not a template for every disability inclusion organisation. Use it to see how everyday work, follow-up and management decisions can connect.

Stage 01 · Find who's missed

Who hasn't been counted yet?

Official figures put disability at about 2% in India. The Washington Group questions usually find several times that, mostly people with psychosocial, intellectual and less visible disabilities, and children kept at home.

Your team does

  • CBR workers ask the Washington Group questions at home, offline, with audio prompts in the local language.
  • Early interventionists screen babies and young children with ASHA, Anganwadi and RBSK teams. Special educators screen in school with teachers and parents.
  • The person answers for themselves first. A family member answers only if they can't.

The system does on its own

  • 'A lot of difficulty' or 'cannot do at all' creates an assessment referral.
  • Children identified who are out of school go straight to the special educator.
  • Villages far below expected identification get a revisit.

Where AI helps at this stage

  • A screening form with voice, sign-language video and large text
  • A monthly view of who's missing, by domain, gender and age
  • Easy-read and local-language awareness material
CBID coordinator · Screening driveDisability & Inclusion · Stage 01
EXAMPLE DATA
Households screened2,310↑ 14% this month
Persons identified18781 per 1,000
Women and girls39%Target 48%
Referred within 30 days72%Target 90%
IDPersonDomainStatus
PD-0409Rahul GaikwadAnxiety / depressionReferral overdue
PD-0422Farida SayyedHearingProxy answered
PD-0417Sneha JadhavWalkingAssessment booked
PD-0431Ganesh MoreSeeingReferred
Do nextWard 14 is identifying half the expected rate, and three in four answers there came from family members. Revisit with a DPO member and ask people directly.
Build your sector playbook

Choose the parts your programme needs, not a giant system all at once.

Choose modules across the life stage and setting you support. A device programme, a school-inclusion team and an employer network should not share one generic outcome screen.

Functional and participation assessment

Use ICF-informed domains and the person’s priorities, without turning them into a label.

Multidisciplinary plans and therapy

Coordinate goals, sessions, home plans, reviews, with each discipline seeing what it needs.

IEPs and education inclusion

Connect classroom goals, accommodations, support and participation.

Assistive devices

Manage assessment, prescription, fitting, issue, training, repair and replacement.

Caregiver and community support

Track caregiver priorities, referrals, peer groups, local resources and barriers.

Accessibility, employment and entitlements

Follow accommodations, employer actions, benefit access, placement and retention.

Questions the system should answer

Useful on an ordinary workday

  • What goal matters to the person and family now?
  • Which environmental barrier or support affects participation?
  • Who is responsible for the next service or accommodation?
  • Is the support useful, accessible and still appropriate?
Measures worth seeing together

Delivery beside outcomes

  • Function and participation toward chosen goals
  • Goal attainment and service continuity
  • Device fit, use and maintenance
  • Caregiver priorities and burden
  • Accommodation delivery
  • Education or employment retention
Keep people in charge

Boundaries to agree before build

  • People and families set goals with professionals
  • A diagnostic label never defines eligibility alone
  • Accommodation information is shared only as needed
  • Technology recommends; people decide care and opportunity
How we build it · the MAP approach

We fix the data first. AI comes last, and it's better for it.

Most AI projects stall because the records underneath are messy. So we work in a fixed order.

M
Model

Start with the decisions you need to make.

Every field has to earn its place by helping someone decide something. If nobody uses it, we don't collect it.

  • Connected records for person, screening, assessment, plan (IFSP, IEP or IRP), session, device, school or job placement, and partner organisation
  • Washington Group and Child Functioning Module screening, RPwD Act disability types, and UDID stored only when the person chooses to share it
  • Indicators on device use, goal progress and 12-month retention, split by disability type and gender
A
Align

Fit it to how your field team already works.

A system people avoid is worse than a spreadsheet. We design around shared phones, patchy signal and WhatsApp.

  • Accessible forms with voice, sign-language video and large text, offline, in Marathi, Hindi or your language
  • A different screen for the CBR worker, the therapist, the workshop, the placement officer, partner NGOs and the manager
  • Referrals, UDID follow-ups and check-ins that go out on their own
  • The person sees their own goals and progress, in the format they chose
P
Power with AI

Then add AI where it saves real hours.

On clean, connected records, AI can read paperwork, draft reports and flag who needs attention. A person always checks.

  • Six tested use cases, picked for the hours they save
  • A human check written into every one
  • Clear lines on where AI doesn't belong

Where you start depends on where you are. If your records are already in good shape, we can move to AI quickly. If they're in notebooks, we start there, and we don't start from zero.

Offline forms, local languages, links to government IDs and AI features are set up to suit each programme's needs and consent rules, so not every build includes all of them.

Where AI helps

Six places AI earns its keep.

We picked the jobs that save disability & inclusion teams the most hours. Each starts with a problem we hear often, and each keeps a person in charge of the decision. How we think about AI →

Work smarterAssess & plan

“People qualify for pensions, scholarships and ADIP devices, and we find out a year later that nobody applied.”

Matches each person to the schemes and entitlements their certificate and profile qualify them for.

Your team still decides: The coordinator confirms eligibility before telling the person.

Know soonerAssess & plan

“We know UDID is slow, but we can't show the district which board is holding it up.”

Tracks where UDID applications get stuck, by district and disability type.

Your team still decides: The coordinator adds context before anything is shared outside.

Build fasterAssess & plan

“Therapists spend evenings writing plans families don't read.”

Drafts the IFSP, IEP or IRP from the assessment and the person's own goals, in plain language and easy-read.

Your team still decides: The person and family review and edit it before it's final.

Build fasterTherapy & devices

“Home exercise sheets are photocopies nobody follows.”

Makes illustrated, easy-read home exercise programmes from an approved exercise library.

Your team still decides: The therapist approves every programme before it goes home.

Collect fasterTherapy & devices

“Caregivers tell us a device is broken on WhatsApp, and the message gets lost.”

Turns caregivers' WhatsApp voice notes on progress and device problems into record updates.

Your team still decides: The coordinator reviews every device-related message weekly.

Know soonerStay included

“Every CSR funder wants plan versus actual in their own format, for their own slice of our programmes.”

Drafts each funder's progress report from live records, plan versus actual by programme and district.

Your team still decides: The programme lead checks the numbers and adds the stories before it's sent.

Where we won't use AI.

Nothing about us without us. These lines don't move, whoever's asking.

  • Spotting disability from photos or videoDisability is functioning in context. Appearance misses what can't be seen.
  • Estimating disability percentageCertification is a legal, clinical process under the RPwD Act.
  • Setting someone's rehab goalsGoals belong to the person. A model defaults to what's typical.
  • AI sign avatars in place of interpretersThey aren't accurate for Indian sign languages, and the Deaf community hasn't endorsed them.
  • Screening candidates for employersHiring algorithms penalise disability-linked gaps. That's discrimination.
  • Predicting dropout to decide who's placedIt shuts out the people facing the most barriers.
What changes, and for whom

Everyone enters less and gets something back.

Person & family

See their own goals, not a chart.

Their plan, progress and next session in their format, and a direct line when something's wrong.

CBR worker

Sees who got help because of her.

Everyone she screened, whether they've been assessed, and which entitlements came through.

Therapist

Knows whose plan needs changing.

Caseload, goal progress, missed sessions and plans due for review, on one screen.

Placement officer

Hears about problems by month three.

Check-ins due, accommodations still pending and placements at risk.

Leadership, funders & DPOs

Get retention they can stand behind.

Placement and 12-month retention with accommodation data, split by disability type and gender.

A camp that hands out 200 wheelchairs reports 200. We report how many are still in use at three months, and why the rest aren't.

Funders notice when you track what happens after handover.
How we work with you

From your first email to a system your team actually runs.

Most systems launch in three to four months. The timeline moves with the number of programmes and roles, how messy the old data is, and how many tools need connecting.

Email us what hurts

Tell us where the work gets stuck today. Spreadsheets, notebooks, WhatsApp groups, all of it.

A 30-minute walkthrough

Free

You show us how the programme runs. We'll tell you straight if you need a new system, a better workflow or nothing at all.

Diagnosis

1 to 2 weeks

We map how your programme works, talk to the people who'll use it, review the tools you use today and hand you a System Blueprint, a clear plan of what we'll build.

Build in stages

6 to 16 weeks

Working screens every 2 to 4 weeks, tested by your field team in your own terms. We clean up your old spreadsheets and move them across.

Launch, then stay

30 to 60 days

Field training and launch, then 30 to 60 days of close support. After that, the system keeps changing as your programmes do.

What we'll need from you

  • A programme owner who can make decisions and join a short weekly review
  • Your current forms, trackers and one recent donor report
  • A few field staff to test screens before launch
  • Access to the tools you want connected

Works with what you already use

We connect to UDID and Swavlamban exports, WhatsApp and IVRS, partner NGOs' own sheets and your device workshop records, rather than replacing what already works. Zoho licences sit in your organisation's name, and everything exports whenever you want it.

100+organisations worked with
150+systems built
5+countries
ZohoAdvanced Partner
75%of our work is with nonprofits
Your data, your rules

What 'your data stays yours' actually means.

The questions your finance head and IT lead will ask, answered before the call.

Your account, your licence

Zoho licences are bought in your organisation's name and hosted in the Zoho data centre region you choose, including India. We work inside your account.

Export any time

Every record exports to Excel or CSV whenever you want, including the day you stop working with us. You're not locked in to us for support either.

Access by role

Each person sees only the records their role needs. UDID details, disability type and therapy notes are treated as sensitive personal data, with consent recorded per purpose.

A trail on every change

Edits are logged with who made them and when, so an audit or a funder query doesn't start from memory.

Consent and DPDP

Consent is recorded for each purpose, and we agree up front how long data is kept and when it's deleted. ZolaShield, our DPDP platform, shows where you stand.

AI stays inside your system

AI features run on your records under your account's controls. Beneficiary records never go into public AI tools.

Go deeper

Practical guides for this programme context.

Use these focused implementation guides alongside the sector playbook.

Tell us which disability inclusion model you run. Bring us one tracker.

We’ll map what your team does now, identify the smallest useful first version and show where follow-up, learning and reporting can share the same information, without forcing your programme into a generic template.

If budget is tight, ask about the Built for Impact Programme, which gives eligible nonprofits free Zoho credits.

Tell us what is getting in the wayWrite to us

Other sectors we build for

The same approach, shaped to each kind of work.

See all 16 sectors on one page →

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