Transition roadmap

One step at a time.
One connected plan.

You can start at any point. Use this roadmap to see how the person, the care setting, the home, and the move fit together.

Step 01

Begin with the person, not the task list.

Make space for what the older adult wants, what the family is noticing, and what feels most pressing. This first conversation helps define the practical work ahead.

  • Identify who should be involved in the conversation.
  • Discuss preferences, routines, and concerns.
  • Clarify the timing and decisions that cannot wait.
  • Bring existing guidance from the care team.
What this creates: A shared starting point and the first questions to answer.
A useful starting point

Keep the first conversation simple.

You do not need a completed plan. Bring the location, the timing, and the few questions that feel hardest to answer.

Your planning checklist

Use a short checklist to organize the pieces before you call. Check items on screen or print a copy for your family conversation.

Open the checklist
A way forward, together

You don’t need all the answers to take the first step.

Tell Kevin where your family is today. Together, we can identify what needs attention first.