Plan A/B/C Readiness Checklist
A self-assessment tool that shows how ready your home and your plan are for the years ahead.
Plan before a decision becomes urgent
A flexible housing plan gives you and your family a shared starting point. Rather than predicting exactly what will happen, consider three situations: your preferred everyday arrangement, an alternative if your needs change and a practical response to an unexpected disruption.
Plans A, B and C are a conversation framework, not fixed stages that everyone must follow. Your preferences, household, available support and budget shape each one. Put the important points in writing and review them when circumstances change. This checklist is educational and does not replace individual medical, legal or financial advice.
Plan A: Your preferred daily life
If your preference is to stay home, think through what makes that realistic. Review access, lighting, maintenance, transportation and social connections. Identify which tasks you can handle comfortably and which may need outside help. Ask qualified professionals to assess any specific safety or accessibility concerns.
List the people and services you would contact for support, and confirm availability and costs rather than relying on assumptions. In Florida, include storm preparation in your household planning. Check current local emergency guidance and think about transportation, communication and where you would go if you needed to leave home.
Plan B: A considered alternative
Your backup plan might involve a different home, living nearer family or exploring a senior living community. Define the changes that would prompt you to reconsider Plan A, such as ongoing maintenance difficulties, transportation limitations or a need for more support.
Research alternatives while you have time to compare. Visit more than one option, ask about accessibility and services, and request written cost information. Share your preferences with trusted people so they understand what matters to you. An alternative is most useful when it reflects your wishes rather than a decision made under pressure.
Plan C: Prepare for the unexpected
An unexpected event may temporarily interrupt even a good plan. Keep a current list of contacts, including a trusted nearby person and relevant service providers. Agree on who will check in and how family members will communicate if you are away from home or unable to answer the phone.
Know where important documents are kept and who is authorized to access them. Use secure storage and share sensitive information only with appropriate people. Discuss formal decision-making documents with a qualified legal professional. Review the plan periodically with your support circle so contact details and arrangements remain current.
Your next-step checklist
- Describe your preferred living arrangement and the support it needs.
- Identify changes that would prompt a review of your plan.
- Research at least one realistic alternative and record its costs.
- Update emergency contacts and confirm secure access to essential documents.
General educational information. Individual housing, accessibility and support needs should be reviewed with qualified professionals.
