Browse All Workbooks & Checklists
When an older adult says no and their adult child says yes, you need more than a sales pitch.
This 21-page printable workbook helps aging in place professionals listen to both people, respect the older adult’s right to choose, and build a plan that actually gets used.
Inside the workbook, readers will find:
- A starting-point self-assessment to show where your current practice is strong and where to grow
- Key terms in plain language, including dignity of risk, decision-making capacity, and power of attorney
- An Authority Check worksheet to confirm who signs, who consents, and who pays before you begin
- A “Hear What Is Behind the No” table to uncover the real objection, whether it is cost, stigma, or fear of a move
- An interview guide for your one-on-one time with the older adult, with a permission-to-share section
- A Goal Language Translator for turning safety terms into words that match what the client cares about
- A 30-day trial planner for rentals, temporary installs, and removable options
- A Two Wish Lists worksheet to find where the older adult and the family agree
- A referral circle for occupational therapists, geriatric care managers, and elder law attorneys
- Six realistic “What would you do if…?” scenarios with writing space and discussion notes
- A sample 90-minute family meeting agenda with a Summary of Agreements form
- Permission checklists for walk-through videos and peer stories
- A Declined Recommendation Record and a “Not Now” file tracker
- Warning signs, an escalation guide, and an observation log
- A personal action plan with next steps, responsible people, and target dates
- A resources page with verified links
Secure checkout powered by Stripe.
You’ll see our parent company, Couch Cats, LLC on your statement!
Sample Preview
Important Disclaimer: This workbook is for general educational purposes only. It is not legal, medical, financial, or professional advice. Laws, licensing rules, and reporting duties vary by state and by profession, so follow the rules that apply to you and consult a qualified professional when needed. Names and scenarios in the workbook are fictional examples. Using this workbook does not guarantee safety, client agreement, or any particular outcome.
You must log in to submit a review.
