Ageing-in-Place Home Adaptation Planner

Who this is for

Plan the changes that keep a home safe and easy to live in. Each area of the house gets a line for the difficulty noticed and the adaptation that would help, with its priority, estimated cost and any funding, and the sheet totals the cost and your share; page two logs assessments and funding applications and lists ideas to discuss.

Older people planning to stay in their own home, family members helping a parent, and anyone adapting a home after an illness, an injury or a change in mobility.

What this helps you track

• Difficulties noticed in each area of the home, in plain words
• The adaptation that would help, and how soon it is needed
• Estimated costs, funding agreed and what is left for you to pay
• Assessments and funding applications, with references and outcomes
• Which adaptations are done, and ideas to talk through with an adviser

How to use it

1. Write who the plan is for, the home, the date you walked round, who gave advice and your own budget.
2. Walk through each area with the person who lives there and write down what is difficult, in their words.
3. Note an adaptation for each difficulty, how soon it is needed and an estimated cost from a quote or price check.
4. Enter any funding agreed; the cost to you and the totals are worked out in the browser and the workbook.
5. Log assessments and funding applications on page two, date each adaptation when it is done, and use the ideas list as prompts; the browser version saves in your own browser.

Formats

• Printable PDF (A4 and US Letter)
• Fillable PDF with form fields
• Fill in online, saved in your browser
• Excel / Google Sheets workbook

The printable is laid out inside a box that fits both A4 and US Letter, so the two files are identical and neither one is scaled. The fillable PDF has real form fields. The workbook uses plain formulas only — SUM, IF, COUNTIF and the like — so it opens in Excel, LibreOffice and Google Sheets without anything breaking, and every calculated cell is grey so you can see which figures it worked out.

How to print

Download the A4 or US Letter file to match the paper in your printer, open it in a PDF reader and print at 100% — not "fit to page", which shrinks the writing space. Both files leave a 14 mm margin, which clears the unprintable edge on home printers. To print the online version with your entries in it, use the Print this sheet button, which prints only the sheet and none of the page around it. More on printing.

Questions

Who can advise on adaptations?

An occupational therapist can assess what would help, and in many places that assessment is arranged through the local council or health service. Write who advised at the top so later decisions can refer back to it.

Is there funding for home adaptations?

In some places grants or other help exist, often after an assessment, and who qualifies differs. Check with your local council, health service or a housing advice body where you live, and enter only amounts actually agreed.

How do I decide on priority?

Now, soon and later are your own judgement, made with the person who lives there and anyone advising them. Write the reason in the difficulty column so the order still makes sense when you look back.

Why does the table start with areas, not adaptations?

Every home and every person is different, so the table starts with the places to look rather than answers. The ideas on page two are prompts; copy into the table only the ones that fit.