Long-Term Care Plan Tool Kit

Project Overview

In this Course Project, you will develop a Long-Term Care Plan “Tool Kit” to use in the field of Health and Wellness. Your tool kit will contain templates and questionnaires that you create; it will also contain resources that you gather to support your patients/clients throughout the aging process. As such, it should help the person prepare for the later stages of their life.

Having the opportunity to assist a patient prepare a Long-Term Care Plan may help put things into perspective for the patient and family. This type of plan can be an invaluable resource for family members when dealing with long-term diseases, home care/long-term care facilities, end of life situations and to identify the wishes of the afflicted person. Information can change the course of events that can be viewed as an inevitable event in the lifespan.

Due Date

Your final project is due in Module 05. There will be individual assignments along the way. The module they are due is noted in the time line below.

Time Line








Rough Draft


Peer Review


Final Long-Term Care Plan Tool Kit


Your Long-Term Care Plan Tool Kit should contain materials that allow you to work with a patient/client from any of the age ranges listed below. In this way, you will be prepared to help individuals at any stage of their life.

  • Early Adult: 20-40 years old
  • Middle Age: 40-65 years
  • Older Age: 65+

The following are required components of the Long-Term Care Plan Tool Kit:

  1. Create assessments for collecting information about the topics below. They should determine past, present and potential health status of your patient/client. Be sure that each assessment has questions to accommodate patients/clients from any of the age ranges listed above.
    1. Current Health Status Assessment (Current medication lists, up to date information of the patient/client’s medical team, etc.)
    2. Individual Nutritional Needs Assessment (Appropriate to the patient/client’s age and stage in the lifecycle to promote/maintain good health)
    3. Lifestyle Assessment (Activity levels/types, eating habits, sleep habits, current living situation, etc.)
    4. Access to Healthcare Assessment (Identify current insurance, social security, retirement, information, etc.)
  2. Create blank questionnaires to gather patient/client information about the following:
    1. Current Cognitive Status (Alertness, Able to comprehend the events occurring in their life, etc.)
    2. Current Behavioral Status (Is mental illness a concern, will behavioral compliance be an issue?)
    3. Assisted living/in-home healthcare needs/wishes
    4. The Process of Dying (Identify the patient/client’s wishes regarding artificial mechanisms to keep them alive)
    5. The Process of Death (Identify if the patient wishes to be cremated or buried, have a memorial service, wake and/or burial, what kind of services would they wish to have present — i.e. veteran’s services, etc.)
  3. Create Action Plans to help organize and implement the long-term care plan.
    1. Identify Goals (Establish short and long-term goals appropriate in each stage of the life cycle, take in to consideration family/social support, monetary requirements, potential health/behavioral changes that could arise, attach legal documentation information in the case that a power of attorney is required).
      1. Short-term
      2. Long-term
    2. Needs Assessment of your patient/client to implement these goals (what might they need specifically to put these goals into action)
    3. Monetary plan (Identify future needs, a budget and a plan)
    4. Legal Documentation Information (i.e. Power of Attorney, Written Will, Executor identified and distribution of assets identified, Trust funds, etc.)
    5. Family Support Network available (Identify resources within the family system)
    6. Patient Advocacy Information (List of resources to share with your patient/client on topics that are specific to the patient/client’s needs)
  4. Patient Advocacy Information (Identify tools and resources to share with patients/clients regarding the topics below. Be sure to include those available locally and nationally.
    1. Illness-based support groups (i.e. Cancer) and social support networks available
    2. Assisted living options based on patient/client wishes
    3. Counseling support/resources options
    4. Legal resources identified
    5. Senior activities and services available within their financial capabilities