Organise care for an ageing parent without carrying it all in your head
The Elder Care Coordinator gives you a method, a master workbook, forms, scripts and plans for the whole job: needs, people, money, paperwork and your own limits, whether you live round the corner or in another country.
- A 14-sheet Care Coordination Hub: needs scores, weekly rota with a gap finder, carer scorer, costs, family shares and a dashboard
- Five fillable forms for the conversations that matter: needs, family meeting, carer checks, home safety, emergencies and respite
- 50 scripts and 6 ready-to-send letters for parents, siblings, carers, doctors, employers and banks
- A care plan for carers, a one-page family agreement, a caring-from-abroad playbook and a 30-day set-up calendar
The Elder Care Coordinator · Bodhih Pro Kits · 111 by Bodhih Training, trainers to 2,000+ companies since 2008.
How do I coordinate care for an elderly parent?
Start with a needs conversation with your parent, scoring daily life for support and risk. Hold a family meeting to agree roles and a fair split of costs. Choose the lowest level of care that meets the needs, vet carers properly, build a weekly rota with backups, and plan your own breaks. The Elder Care Coordinator kit from Bodhih Training gives you every form and template for these steps.
Want the full free guide first? Read How to Coordinate Care for an Elderly Parent: A Step-by-Step Guide.
You already feel the problem. Here is what it is costing you.
Everything lives in your head
Appointments, carers' phone numbers, which pharmacy, who paid what. When it is all in one person's memory, one bad week means things get missed.
Your parent feels managed, not helped
Well-meant inspections lead to defensiveness and refusals. Without a respectful way in, the important conversations never quite happen.
Siblings disagree, mostly by message
Different distances, incomes and histories turn into resentment when nobody has written down who does what. The group chat becomes the battleground.
The gaps show up at the worst moment
A carer is sick, a bath morning has no one around, a hospital asks for a medicines list nobody has. Gaps you cannot see are the ones that hurt.
You are running on empty
Coordinators look after everyone except themselves. Breaks get pushed to after the next crisis, and there is always another crisis.
Picture the next few weeks with the kit open beside you.
Imagine a Sunday evening a few weeks from now. You open the Care Coordination Hub, glance at the Dashboard and see the week ahead at a glance: every rota slot covered or backed up, two appointments coming up with their questions already written, and the family pot balanced for the month.
When you sit down with your parent for the needs conversation, you start with what matters to them, and they notice. As you score the thirteen areas together, the plan becomes theirs as much as yours. And when they say no to something, you write it down and respect it, which is often exactly what makes the next yes possible.
Then the family meeting. Instead of opinions, everyone has the same facts. Your brother abroad takes the money admin, your sister takes the weekly call, and the forty hours you give each month are finally visible on the Family Shares sheet. Whether you start with the emergency plan tonight or the Hub tomorrow morning, each piece makes the next one easier.
And on the Sunday when your own Wellbeing Log turns Amber, you already know what to do: open the respite page, send the script, and let the backup you named weeks ago step in.
19 files that do the work for you
The e-book shows you how. The tools make it happen. Here is exactly what you download.
The Elder Care Coordinator (e-book, PDF)
The guide: methods, worked examples, scripts and exercises
Start here map
The whole coordinator's job as twelve steps with the file to open at each, your first hour and a 30/60/90 day use plan.
Care Coordination Hub workbook
Fourteen-sheet master workbook: settings, needs assessment with priority flags, care team, weekly rota with gap finder, carer scorer, appointments, medicines record, costs, family shares and fairness view, tasks, home safety, your wellbeing log and a dashboard.
Needs assessment (with your parent)
Three-page fillable form for a calm, two-sitting conversation: what matters to them, 13 areas of daily life scored together, and the first three actions.
Family care meeting
Three-page fillable agenda and record for a 75-minute family meeting: facts first, offers of time, money and skills, decisions, and who does what.
Carer interview and checks
Three-page fillable form to interview a carer or agency, record identity, reference and background checks, and plan a supervised trial.
Home safety walk-through
Three-page fillable room-by-room walk-through based on published falls-prevention advice, with a fix list to copy into the Home Safety sheet.
Emergency and respite plan
Three-page fillable plan: who to call and what to grab in an emergency, what happens if the main carer is suddenly unavailable, and planned breaks for you.
Script and letter library for elder care
50 scripts for conversations with your parent, siblings, carers, doctors, employers, neighbours and banks, plus 6 ready-to-send letters.
Care plan document for carers
A ready-to-use care plan to give every carer, relief carer and family helper: who your parent is, their routine, what they do themselves, safety, contacts and a handover log.
Family care agreement
One-page agreement your family can adopt: your parent's wishes, roles, money, decisions, communication, disagreements and review date.
Caring from abroad playbook
Editable playbook for coordinating care from another city or country: local eyes network, documents, technology, the weekly call, visit planning, money, emergency travel and a monthly checklist.
Worked example pack: the Rao family
The main forms and agreement shown completely filled in for one composite family, so you can see what good looks like before you write your own.
AI prompt pack for care coordinators
28 tool-agnostic prompts grouped by step of the coordinator's job, each with what to paste in and what to check before you use the output.
Care options and country notes (dated)
Six care options compared, plus dated notes on assessments, money, leave and legal authority for the UK, USA, India, Canada, Australia, Singapore and UAE.
Decision card: when needs change
If-this-then-that card for 13 common changes, plus the warning signs that mean call now, call the doctor or review the plan.
Coordination mistakes to avoid
Twelve common mistakes, the early sign of each, what to do instead, and a Friday five-minute self-check.
30-day care set-up plan calendar
38 calendar events across 30 days, from setting up the Hub to the day 30 review, each naming the file to open.
Care set-up task board import
38 set-up tasks as a CSV ready to import into Trello, Asana, Notion, Planner or Jira, with area, owner and due date.
Chapter by chapter
Each chapter opens with a real situation, gives you a method and ends with something to do today, using the tools in your kit.
- Format
- PDF e-book + XLSX + fillable PDF + DOCX + PDF cheat sheets + ICS + CSV
- Files
- 19 files plus a one-click ZIP
- E-book
- 60 pages
- Works with
- Excel, Google Sheets, LibreOffice, Word, Google Docs, Acrobat Reader, Apple Preview, Google Calendar, Outlook, Apple Calendar, Trello, Asana, Notion
- Best for
- Family members coordinating care for an older relative, nearby or abroad
See the Whole Picture With Them, Not About Them
Assess daily life across 13 areas with your parent, scoring support and risk so you know what to act on this week.
The Care Conversation With Your Parent
Hold small, respectful conversations that lead with what your parent wants to keep, offer trials and honour a no.
Brothers, Sisters and a Fair Share
Run a 75-minute family meeting and write a fair split of time and money into a one-page agreement.
Choosing the Kind of Care
Match needs to the lowest step on the care options ladder, and ask for official assessments in writing.
Finding, Checking and Keeping Good Carers
Interview with the same questions, complete every check, run a supervised trial and score candidates fairly.
The Rota, the Care Plan and the Handover
Draw the week as a grid, find the gaps, name backups and give every carer the same care plan.
Safer at Home, and the Health Admin Around It
Walk your parent's real routes for falls risks, go to appointments with questions, and keep a medicines record that only records.
Money, Costs and the Authority to Act
Make every cost visible, share the family pot fairly, understand powers of attorney as concepts, and guard against scams.
Caring From Another City or Country
Build local eyes, documents that travel, a weekly call and visits with a purpose when you live far away.
Your Own Limits and the Next Crisis
Track your own strain every Sunday, book respite before you need it and plan the first hour of the next crisis.
Not just reading. Tools you will actually open again.
E-book
- The Elder Care Coordinator: about 9,900 words, 10 chapters, 6 illustrations, two appendices including dated country notes
Master workbook
- Care-Coordination-Hub.xlsx: 14 sheets including Settings, Needs Assessment with priority flags, Care Team, Care Rota with gap finder, Carer Scorer, Appointments, Medicines Record, Care Costs, Family Shares fairness view, Tasks, Home Safety, Wellbeing Log and a Dashboard with chart
Fillable PDF forms
- Needs-Assessment-With-Your-Parent.pdf (3 pages)
- Family-Care-Meeting.pdf (3 pages)
- Carer-Interview-and-Checks.pdf (3 pages)
- Home-Safety-Walk-Through.pdf (3 pages)
- Emergency-and-Respite-Plan.pdf (3 pages)
Word templates
- Script-and-Letter-Library-for-Elder-Care.docx: 50 scripts and 6 ready-to-send letters
- Care-Plan-for-Carers.docx: hand it to every carer
- Family-Care-Agreement.docx: one page your family can adopt
- Caring-From-Abroad-Playbook.docx: eight sections for coordinating at a distance
- Worked-Example-Pack-the-Rao-Family.docx: every main form filled in for one composite family
- AI-Prompt-Pack-for-Care-Coordinators.docx: 28 tool-agnostic prompts
Cheat sheets
- 00-Start-Here-Map.pdf: the whole job on one page, your first hour and a 30/60/90 day plan
- Care-Options-and-Country-Notes.pdf: six care options and dated notes for the UK, USA, India, Canada, Australia, Singapore and UAE
- Decision-Card-When-Needs-Change.pdf: 13 if-then rules and the warning signs to act on
- Coordination-Mistakes-to-Avoid.pdf: 12 mistakes and a Friday self-check
Plans and imports
- 30-Day-Care-Set-Up-Plan.ics: 38 calendar events
- Care-Set-Up-Task-Board.csv: 38 tasks for Trello, Asana, Notion, Planner or Jira
When you have worked through it, you will be able to…
Every outcome is practised with a worked example and a tool, not just described.
- Assess your parent's needs with them, across 13 areas, and see what to act on first
- Open hard conversations with your parent in words that respect their choices
- Run a family meeting that ends in written roles and a fair split of costs
- Compare care options, interview carers with the same questions and complete proper checks
- Build a weekly rota that shows every gap and names a backup for each slot
- Keep appointments, a prescribed-medicines record and costs in one place
- Coordinate from another city or country with local eyes and a weekly rhythm
- Spot your own strain early and book breaks before you need them
Know your starting point. Prove your progress.
People who measure before and after improve faster and can show it. AssessAll, our sister assessment platform, has AI-graded assessments that pair with this kit. Take one now, work through the kit, then re-take it.
Family & Elder Caregiving Judgment
Take the assessment →AssessAll assessmentConflict Navigation & Resolution
Take the assessment →AssessAll assessmentBudget & Resource Allocation Reasoning
Take the assessment →JobularyIf-then plans that make habits stick (Jobulary)
Make it a growth plan →A taste of Chapter 3
Families rarely split care equally, and they do not need to. The sibling nearby gives hours. The sibling abroad may give more money, or take on the admin that can be done from anywhere: bills, insurance, research, the weekly call. What matters is that the split is agreed in the open, written down and reviewed on a date. The Family Shares sheet in the Hub shows money and time side by side: each person's agreed share of the family pot, what they paid, and their care hours valued at a rate you set on Settings. It is a conversation starter, not a bill. It makes visible the forty hours a month the nearby sibling quietly gives. Bring it to every family meeting, and update it before anyone has to ask.
The honest comparison
| Free templates and typical advice | This kit | |
|---|---|---|
| Method | A blank care log or a list of tips | A complete method for the whole job, chapter by chapter, with a file for every step |
| Your parent's voice | Forms about the older person | Forms filled in with them, recording their words and their refusals |
| Rota | An empty weekly grid | A rota that calculates gap hours and flags slots with no cover or backup |
| Siblings and money | Not covered, or a single budget column | Family meeting form, one-page agreement and a fairness view of money and time |
| Choosing carers | Generic interview questions | Interview, checks and trial form plus a weighted scorer that stops anyone without checks |
| Countries | One country's rules, often undated | Any currency; dated notes for seven countries and questions to ask anywhere |
| Words to say | A few sample phrases | 50 scripts and 6 letters for parents, siblings, carers, doctors, employers and banks |
| Your wellbeing | A paragraph on self-care | A weekly strain score with green, amber and red actions and a respite plan |
Made for you if…
- Adult children organising care for a parent who lives alone
- Siblings sharing care who want a fair, written plan
- Sons and daughters caring from another city or country, including NRIs and expats
- Spouses, nieces, nephews and close friends who have become the coordinator
- Anyone sorting out their own future care and paperwork early
- People juggling caring with a full-time job
Probably not for you if…
- Anyone looking for medical, legal or financial advice: the kit organises care and points you to professionals
- Families needing a dementia-specific daily care method: see the Bodhih Dementia Care Day-by-Day Kit
- Professional care agencies looking for compliance or staff management systems
Built by trainers, tested in real rooms.
Bodhih Training has designed and delivered corporate programmes since 2008. Bodhih Pro Kits package what works in those workshops into a guide plus the exact tools we use, so you can apply it the same day without a facilitator in the room.
From here to using it in three steps
- STEP 1
Tap Get the kit
Name, email and country. UPI, card or netbanking in India; international cards everywhere else. No account to create.
- STEP 2
Download instantly
Your download page opens at once, with every file and a one-click ZIP. A permanent link lands in your inbox too.
- STEP 3
Open the first tool
Start with the quick-start chapter, then the main spreadsheet or planner. Most buyers use something from the kit the same day.
Give the care a shape, and give yourself some room
Open the Start Here map tonight and fill in the emergency plan before you sleep. Whether you begin with the needs conversation this weekend or the family meeting next week, the kit has the next file ready when you are.
Personal licence for the buyer's own use (and use with your own family and the carers you work with where the kit says so). Please don't share or resell the files. Team and company licences: solutions@bodhih.com.
The Bodhih family, when you are ready for more
Strong After 50
Strength and mobility in later life.
The Calm Mind Workbook
Support for the carer's own wellbeing.
AssessAll
250+ AI-graded assessments to measure skills and earn verified credentials.
Jobulary
Individual development plans that start from evidence and stay yours.
Bodhih Training
Run this topic as a live workshop for your team, in person or online.
Pewple
Book a vetted coach for career, leadership or communication. Pay per session.
Bodhih.org pathways
Certification pathways in Applied AI, Workplace English and management.
The Elder Care Coordinator: FAQs
Read the free guideAlready bought? Resend my linkHow do I start coordinating care for an elderly parent?
Begin with three things: an emergency plan by the phone, one calm conversation with your parent about how daily life is going, and a single place to keep information. The kit's Start Here map and 30-day calendar walk you through the first month step by step.
Is this kit medical, legal or financial advice?
No. It is educational and organisational. It helps you record what clinicians prescribe and prepare questions, but never to start, stop or change any medicine. For legal authority, benefits and money decisions, check the official source and speak to a qualified professional. In an emergency, call your local emergency number.
Does it work outside the UK or US?
Yes. The method and tools work in any country and any currency. Country-specific notes cover the UK, USA, India, Canada, Australia, Singapore and the UAE, dated October 2026, with questions to ask anywhere else.
How do siblings split the cost of caring for a parent fairly?
Agree the split in the open, write it down and review it on a date. Fair is not always equal: one sibling may give hours, another money or admin. The Family Shares sheet shows money and time side by side so the conversation is based on facts.
Can I use it if I live in another country from my parent?
Yes. Chapter 9 and the Caring From Abroad Playbook cover local eyes, shared documents, the weekly call, visit planning, money across borders and what to do when an emergency happens far away.
What should I ask a home care agency?
Ask how carers are checked and trained, what they may do with medicines, who covers when a carer is off, how visits are recorded, how concerns are handled, and the rates and notice period. The Carer Interview and Checks form and the script library include these questions.
How do I know if I am burning out as a carer?
Watch for poor sleep, irritability, dread, dropping your own plans and feeling resentful. The Wellbeing Log turns a two-minute Sunday rating into a green, amber or red signal with a matching action. If you feel unable to cope, speak to a doctor.
How can I measure my starting point?
To measure your starting point, take the AssessAll Family & Elder Caregiving Judgment assessment now and again in three months. Conflict Navigation & Resolution and Budget & Resource Allocation Reasoning are useful companions for the sibling and money parts of the job.
How do I turn this into routines that stick?
Turn it into a development plan with if-then routines, such as 'If it is Sunday at 7pm, then I update the rota and my Wellbeing Log.' Jobulary's guide to if-then plans shows how to write them.
What software do I need?
Any spreadsheet app (Excel, Google Sheets or LibreOffice), a word processor, a PDF reader that fills forms, and any calendar. The task board CSV imports into Trello, Asana, Notion, Planner or Jira.
How much does The Elder Care Coordinator cost?
₹1,299 including 18% GST for buyers in India, or $34 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
How do I get the files after paying?
Instantly. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. Download each file separately or everything in one ZIP.
Can I get a refund?
Because it is a digital download, kits are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Can my company buy this for a team?
Yes. Team and company licences, and workshops on this topic run by Bodhih Training, are available. Write to solutions@bodhih.com or call +91 99000 11601.
