The Futures Planning Roadmap is a simple process you can repeat and update. It helps teams move from “we should plan” to clear action steps and shared understanding
Futures Planning Roadmap (7 steps)
Step 1: Clarify the person’s vision
Outcome: A clear picture of what matters most.
Include preferences, strengths, interests, culture, identity, communication, and what a “good day” looks like.
Step 2: Map current supports
Outcome: A snapshot of who provides support and how.
Include unpaid supports (family/friends/community) and paid supports (providers, DSPs, programs).
Step 3: Identify risks and gaps
Outcome: A prioritized list of what needs attention.
Common areas: health, housing, staffing, transportation, safety, benefits, and social connection.
Step 4: Build the plan
Outcome: Clear roles, action steps, and timelines.
List who will do what, which services to pursue, which documents are needed, and target dates.
Step 5: Prepare for transitions
Outcome: Reduced disruption when change happens.
Plan for caregiver changes, housing moves, staffing turnover, and medical events.
Step 6: Put it in writing and share it
Outcome: A practical plan others can follow.
Create a Futures Plan, a 1-page profile, and an emergency plan. Share with trusted supporters and providers.
Step 7: Review and update regularly
Outcome: A plan that stays accurate and useful.
Review at least annually and after major changes (health events, moves, service changes, losses).
