Facilitation Guide

HOUSING Structure of Workbook: Additional Resources

Personal Plan Development In addition to the topic chapters, the last section of the workbook contains a number of additional resources. We ’ ve created an open - ended space where participants can create personalized checklists that can help them put their plan into action. We ’ ve broken these into five categories:  Records or documents to create/compile  Legal documents to update/create  Outside expertise or professional services  Discussions to have with family and others  Other items to tackle

Building a Personalized Checklist Recall that the last page of each chapter offered space for your participants to think about and articulate their Plan A , their ideal scenario, and their Plan B , their preferred alternative in the event their physical, cognitive, financial, and/or support circumstances change significantly.

Encourage your participants to spend some more time exploring these “ what ifs ” and deciding what they might need to keep doing or start doing do to make their Plan A probable and their Plan B possible. The checklists in the resources section of the workbook offer a place to list out, in concrete terms, the things they want to take action on. Listing these out can also serve as an excellent jumping off point for conversations with family and others in the participant ’ s support network.

Aging in Place: Your Home, Your Community, Your Choice

Facilitation Guide 9