Before the Assessment

How to Prepare for Your Home Safety, Power & Resilience Assessment

A little preparation helps the assessment produce a sharper roadmap. Use this page to gather photos, family questions, power concerns, budget notes, and decision-maker input before the visit.

Book Assessment

Walk the Home Before the Visit

  • Notice bathrooms, entries, stairs, halls, kitchen work areas, basement access, and outdoor walking paths.
  • Write down where the home feels dark, awkward, unsafe, hard to reach, or hard to use.
  • List recent falls, close calls, outages, leaks, lockouts, or family concerns.

Gather Photos and Notes

  • Take photos of the electrical panel, bathrooms, entry steps, handrails, dark walkways, side doors, and basement equipment.
  • Collect notes about power outages, sump pump concerns, heating equipment, Wi-Fi/router location, and medical-device power needs.
  • If a family member cannot attend, ask them to send their concerns before the assessment.

Invite the Right Decision Makers

  • Include the homeowner, spouse, adult children, caregiver, or trusted advisor when appropriate.
  • Decide who should receive the written report and who can approve future project scope.
  • If someone is remote, plan a phone or video discussion after the written roadmap is ready.

Think About Budget and Timing

  • Separate urgent concerns from nice-to-have upgrades.
  • Think in phases: what needs attention now, what should happen next, and what can wait.
  • Bring up funding, financing, grant documentation, or care plan questions early.
Helpful Materials

What to Have Ready

You do not need every document before booking. These items simply help turn the assessment into a more useful family-facing report and project roadmap.

  • Recent inspection reports, if available
  • Any previous electrical, generator, HVAC, plumbing, or remodel paperwork
  • Photos of areas that are hard to access during the visit
  • Insurance, funding, or grant documentation requirements if you are exploring assistance
  • A list of family concerns in priority order
  • Approximate project timeline and budget comfort range