Use this planning tool

Home-care cost planner

Estimate monthly home-care costs by shift length, hours and add-ons, so budget conversations start from realistic figures.

What to plan

Using this planning tool

Complete this resource with the person receiving care whenever possible. Use plain, observable descriptions—for example, the assistance needed to stand from a chair—rather than labels such as “difficult” or “high needs”.

Complete this tool using details from one real day. Keep observable facts separate from assumptions, name the person responsible for follow-up and review the record before sharing it.

Keep the completed record where authorised family members and caregivers can find the current version. Date every update, remove obsolete instructions and avoid storing identity documents or unrelated medical information with a routine planning sheet.

Use the completed resource during a WhatsApp enquiry conversation. It will not replace an assessment, but it can reduce omissions and help the family explain location, hours, daily-living support and any task that needs a qualified healthcare professional.

Before you fill it in

  • How often the record needs updating
  • Who will read or receive the completed record
  • Any current professional instruction to reflect
  • The exact situation the tool is meant to capture
  • Facts you can observe rather than assume
Resources

Home-care cost planner

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Record context
Tool details
Before you agree

Questions this tool helps answer

  • Does anything here belong in a secure record instead?
  • Who needs to see it, and what should stay private?
  • How will it be kept current as needs change?
  • What decision or handover is this record for?
  • Which details are essential versus nice-to-have?

Discuss your care request

Share the location and broad daily-support need. Add detailed or sensitive information only after the first questions and recipient are clear.

Discuss your care request
Updated: 6 August 2026.
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