Many aging-in-place professionals design their services around younger family caregivers, overlooking the growing number of adults in their 60s and 70s caring for parents in their 90s.
This workbook helps professionals identify that blind spot and adapt their assessments, intake process, marketing, recommendations, and referral strategies to protect both the care recipient and the older caregiver.
Inside the workbook, readers will find:
- A practice audit to identify who is actually contacting and hiring them
- Worksheets for reviewing recent inquiries and measuring caregiver demographics
- Screening questions to uncover an older caregiver’s health, home safety, and physical demands
- A continuity risk score for determining how heavily a care plan depends on one aging caregiver
- Guidance for evaluating both the care recipient’s and caregiver’s homes
- Tools for creating a caregiver home-safety assessment service
- Strategies for explaining home modifications as continuity-of-care solutions
- Worksheets for handling objections, fixed incomes, phased projects, and funding options
- An accessibility audit for intake calls, forms, proposals, and follow-up procedures
- Scripts for communicating with older caregivers clearly and respectfully
- Website, print-material, and marketing-channel audits
- Strategies for reaching older caregivers through senior centers, faith communities, libraries, healthcare providers, and other local resources
- A framework for developing a senior-focused referral relationship
- A practical 30-day implementation plan
- Baseline and 90-day metrics for measuring results
- A field report worksheet for documenting trends and lessons
- Ready-to-use conversation and outreach scripts
- A printable clipboard screening card for professional assessments
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Important Disclaimer: This workbook is for educational and business-planning purposes only and is not a substitute for medical, legal, financial, or professional business advice. Recommendations should be adapted to your clients, services, professional scope, and applicable laws and regulations. Examples and exercises do not guarantee specific business, financial, or client outcomes. The Aging in Place Hub and Esther C. Kane are not responsible for decisions or outcomes resulting from the use of this workbook.
