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Your home adaptation planning pack
Keep priorities, measurements, assessment questions and quote decisions in one place. Type your notes and print the pack or save it as a PDF.
This pack is free. Your entries stay on this page and are not saved automatically or submitted. Keep completed copies securely. It organises a discussion; it is not a safety assessment or an approved design.
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Download the free six-page pack to complete by hand. It also includes a product-price versus installation-scope checklist.
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1. Agree what matters most
Discuss this with the resident. Describe a task rather than assuming which equipment to buy.
2. Record useful measurements
Collect only what you can measure safely. State the units; a measurement alone does not establish suitability.
Ramp calculator · Doorway comparison · Optional measuring-tool links (affiliate)
For room layouts, use the kitchen worktop and knee-space guide and bathroom turning and transfer guide to prepare questions for the project team.
3. Prepare the first professional conversation
“We would like help with this everyday task: ______. This is what currently happens: ______. What assessment or trial would help us choose the next step?”
- Who assesses personal suitability, and who checks design and installation?
- What can be demonstrated or trialled before we buy?
- Which permissions or written funding decisions are needed first?
- What is the backup arrangement while work or equipment is unavailable?
Useful starting points: accessiblehomehub.com/countries and accessiblehomehub.com/home-assessment.
4. Compare the whole quote
Ask each contractor for the same access goal and an itemised written scope. Include design, approvals, preparation, materials, installation, taxes, disposal, exclusions, maintenance and aftercare. Keep a separate contingency.
- Plan a phased whole-home budget, or use the bathroom budget estimator for that room.
- Find country-specific funding starting points and confirm the process before committing to work.
- Use the detailed quote comparison to record scope and exclusions.
Plan a home adaptation schedule
Use these original prompts to agree a sequence with the resident and project team. In the notes below, record a responsible person, target date and dependency for each stage. These are planning stages, not a promise that every project follows one timetable.
| Stage | Agree before moving on |
|---|---|
| Priorities and assessment | The task, preferences, assessor and any urgent interim arrangements. |
| Design, trials and cost evidence | The proposed solution, measurements, equipment compatibility, alternatives and any quotes needed for a funding request. |
| Permissions and funding | Owner consent, required permits, the funding decision and any private costs. |
| Quotes and contract | A comparable scope, exclusions, programme, payments and process for variations. |
| Installation | Access and essential facilities during the work, inspections and who handles delays. |
| Handover and review | Required documents, instructions, the intended task check and follow-up contact. |
Design, quotes and funding may need more than one round of discussion; cost evidence can be needed before a funding decision. Assessment queues, permissions and contractor availability can also have different timescales. Ask for each stage separately rather than treating a grant-decision period as a completion date. If access needs change or a hospital return is approaching, tell the assessment team promptly and discuss interim arrangements.
Use the assessment guide, country funding notes and hospital-to-home record alongside this schedule.
5. Agree the next step and review
For changing mobility, use the six review headings in the home adaptation timeline with the fields below. Related guide added 30 October 2026.
Share your copy directly with a professional you choose. Directory listings do not establish a partnership or confirmed availability.
Browse professional resources by country
Accessible Home Hub · accessiblehomehub.com/planning-pack · Planning record, updated 23 October 2026.
Frequently asked questions
How do I create a home adaptation schedule?
Agree the priority task, assessment, design and cost evidence, permissions and funding, contract, installation and handover. Give each stage a responsible contact, target date and dependency, and record what happens if the plan changes. Use the schedule to organise decisions with the project team.
How long do home adaptations take?
There is no single worldwide completion time. Ask separately about assessment, design, permissions, funding decisions, procurement and installation. Request a project-specific programme and interim arrangements; an application-decision timeframe is not a promise that the building work will be completed by then.