A one-page priorities sheet keeps the search focused on the person. It should describe what matters in daily life, practical requirements, and questions that still need answers. It is not a medical record.
What to clarify
Use three headings: must have, would like, and need to clarify. Invite the person moving to choose their own preferences. Keep family convenience visible without presenting it as the only concern.
A practical next step
Bring the same sheet to each conversation and update it when you learn something. Date the version so relatives are not comparing different lists.
Questions to take with you
- Which three priorities matter most?
- Which preference is flexible?
- What still needs professional input?
Turn answers into a next step
After your conversation, record what was confirmed, what still needs an answer, and who will follow up. Keep sensitive records in the appropriate private channel. These planning questions help organize a conversation; they do not replace a provider assessment or professional advice.
Further reading
These resources provide additional context. Our planning prompts are original editorial guidance, not quotations. Program details, prices, and availability can change. Read our editorial policy.