WORLDWIDE PLANNING · PLANNING RESOURCE

Resources for occupational therapists and case managers

Accessible Home Hub editorial · Updated 30 October 2026

Use our public planning worksheets to support conversations with residents, families and project teams.

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.

These are organisational aids, not validated clinical instruments, assessment protocols or prescribed building plans. This public resource page does not imply a clinical partnership or accreditation.

Planning records and tools

Room-by-room discussion record

Record priorities, observations and questions, then type and print from the worksheet page.

Open the planning checklist →

Entrance and ramp planning

Compare run lengths and landing allowances. Review local requirements and the individual route before specifying work.

Open ramp calculator →

Doorway and route measurements

Record actual openings and use the comparison tool as arithmetic support.

Open measurement comparison →

Phased whole-home budget

Record local allowances, shared costs and unpriced work, then print or export the budget.

Open whole-home cost estimator →

Funding starting points

Choose a country, support route and project stage to prepare questions for the relevant service.

Open guided funding finder →

Smart-home trial record

Record the task, exact setup, observations, backup and follow-up, then print the trial notes.

Open printable trial record →

Layout and changing-needs guides

Use these guides to prepare discussion questions. Reference dimensions are scoped to their source; suitability and the requirements for the project need separate confirmation.

Kitchen approach and worktops

Discuss worktop height, knee and toe space, sink approach and the intended task.

Read kitchen clearance guide →

Bathroom turning and transfers

Distinguish turning space, fixture clearance, transfer arrangements and door movements.

Read bathroom layout guide →

Changing mobility

Agree current priorities, next-stage options, interim arrangements and reasons to review.

Read home adaptation timeline →

Everyday smart-home controls

Explore low-vision and hand-movement access, setup, support and failure arrangements.

Read smart-home accessibility guide →

Use records responsibly

Keep completed sheets securely. Confirm professional consent and documentation requirements before storing or sharing personal details. The site does not receive worksheet entries or provide a clinical record system.

Prepare a shared brief

Professional resources and printable project brief · All worksheets and offline tools

Preparing to return home from hospital

Record practical questions and follow-up arrangements with the discharge team.

Open printable home-return planning checklist

Share these planning resources

Adapt these drafts to introduce the free resources. Verify the current links before sending.

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