GETTING STARTED · WORLDWIDE PLANNING

Prepare for a home accessibility assessment

Bring a record of difficult tasks, not a shopping list.

Occupational therapist and older resident seated together in a living room discussing everyday movement and furniture placement.
Illustrative setting; individual needs and installation requirements vary.

Accessible Home Hub editorial · Published 6 October 2026

An assessment is a chance to connect the person's daily needs with their home. The professional should understand what happens on a typical day, including tasks that take extra effort or need another person's help. Service names and eligibility vary by country.

Make a short task diary

For a few days, note the task, location, difficulty and help currently used. Include the person’s preferences and what matters most to them. Do not stage a risky activity for a photograph or demonstration; describe it instead.

Prepare the practical details

Questions to take with you

What options address the main difficulty? Can equipment be demonstrated or trialled? Who confirms fit and installation? Is anything available through a local support service before we buy it ourselves? Who do we contact if needs change?

Leave with a written next step

Record the recommendation, the responsible person, what happens next and any information still needed. Clarify whether a proposed item has been assessed for this person and room. Ask how to report a concern after delivery.

Find the correct local starting point

In England, the NHS describes requesting a home assessment through local social services. Elsewhere, contact the appropriate local health, ageing or disability service. Our country notes link to official starting points; they do not determine eligibility.

Get the free worksheets

Sources & further reading

Sources checked 6 October 2026. Our planning worksheets are original organisational aids, not clinical assessments.

Prepare for your next conversation

Record the resident’s priorities, measurements and questions, then take a planning sheet to your assessment or contractor discussion.

A script for the first conversation

“We would like help with this everyday task: ______. This is what happens at the moment: ______. The resident would prefer: ______. Who should assess this, and what can we try before deciding what to buy?”

Ask who will follow up, which permissions or funding decisions are needed, and when to review the arrangement. Bring the resident’s priorities and your questions; avoid assuming a diagnosis determines a particular modification.

Download blank conversation sheet (PDF, 1 page)

The downloadable sheet is blank for handwriting. To type your notes, record the conversation in the free planning pack and use its print button. No sign-up is needed.

Turn this guide into a plan

Choose the next step that fits your project. These tools help prepare a discussion; they do not replace an individual assessment.

Follow new guides: RSS feed · JSON feed