WORLDWIDE PLANNING · PLANNING RESOURCE
Resources for occupational therapists and case managers
Use our public planning worksheets to support conversations with residents, families and project teams.

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.
Preparing to return home from hospital
Record practical questions and follow-up arrangements with the discharge team.
Open printable home-return planning checklistShare these planning resources
Adapt these drafts to introduce the free resources. Verify the current links before sending.