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Workbooks and Planning Guides

Workbook & Planning Guide Details

The most comprehensive resource for seniors, families and retirement community professionals and staff involved in the move-in process.

The Workbook & Planning Guide provides step-by-step guidelines that can be used throughout the moving process, reducing the stress often associated with moving. Here's a sample of what you'll find inside.

Introduction - Moving Your Plan & Planning Your Move

  • Using Your Moving Mentor's Moving Workbook & Planning Guide
  • General Tips for Moving On
  • Creating A Mission Statement

Managing Your Move

  • "What to do When" - The Stages of the Moving Process
  • Calendars & Planning
  • Supplies Needed to Organize Your Move
  • Telephone Numbers & Addresses

Home Inventory

  • How to Use This Section
  • Furnishings List & Notes
  • Essential Pieces Going to New Home
  • May Take to Your New Home

Possession Dispersement

  • How to Use This Section
  • Donations
  • Valuation Guide
  • Items to Give Away
  • Items to Sell
  • Where to Sell?
  • Undecided
  • Storage Facility
  • Other Storage

Floor Planning

  • How to Use This Section
  • The Importance of Floor Planning & How to Make Floor Plans
  • Room Measurement Guidelines
  • Individual Room Measurements
  • Measurements of Furnishings
  • Creating Your Floor Plans
  • Furniture Placement


  • How to Use This Section
  • Some Tips on Packing
  • Packing Guide
  • Box Inventory

Moving Time

  • How to Use This Section.
  • Your Rights and Responsibilities When you Move
  • Glossary of Moving Terminology
  • Questions for Movers & Info on Movers
  • Moving Tips
  • Moving Time Checklist

Resources to Help You Along the Way

copyright 2002, Barbara Z. Perman, PhD, all rights reserved