Instructions  
For each section below, check all statements that concern you the most about your loved one. This will help identify the most urgent support needs and guide appropriate housing recommendations.

When you've completed the worksheet, you can print the page to store in your records or save the form to your personal Jotform account. S&PAA does not keep documentation from completed worksheets.

 

This worksheet helps you recognize signs of stability in your loved one’s daily life, family relationships, and treatment engagement and connect them to the housing options with the appropriate level of support. 
 
Housing Needs Assessment Tool for Caregivers 
 
Refer to “Part 1: Understanding Your Loved One” of the toolkit to learn more about evaluating the personal situation and factors impacting stability and the environment. 

When evaluating housing options for individuals living with schizophrenia and psychosis-related disorders, it's essential to consider not only safety and stability but also factors in the environment to help navigate recovery and wellness.

Consider appropriate supports depending on the needs in the respective age group

If “high”, then more structured housing might be needed.  
If “low” then options might have greater independence features. 

Consistency & Stability

If “yes”, then plan for housing with established routines for day-to-day activities.

If “yes, then look for supportive features like medication management, case management, recreation therapy, etc.

Social Interactions

Determine if this need will be met: 
Are there spaces the person can call their own and feel safe in? 

Determine if this need will be met: 
Would connecting to peers in recovery with similar lived experience be helpful? 

Consider whether they regularly participate in events at community centers. 

Additional Considerations

When evaluating options, these additional factors are worth keeping in mind to ensure the housing type helps fit your loved one’s needs, wants, and goals during recovery. 

Summary of Most Concerning Items Selected:

Stability Needs:

{1Safety}

{2Activity}

{3Impact}

{4Willingness}

{5Ability}

 

Environment Needs:

Age: {age}

Safety Needs: {safetyNeeds}

Daily Schedules: {hasNeed}

Dependable Support Services: {hasNeed161}

Private Space Need: {privateSpace}

Peer Support Need: {needFor}

Access to Community Centers: {accessTo}

Hobbies: {hobbiesRequire}

Personal/Life Goals: (see most recent question)

 

Next Steps 
For any item that you starred, please transfer those main concerns in the "Build Your Housing Plan” worksheet.

Share this completed form with a care provider, housing coordinator, or mental health professional. This will help inform recommendations for housing options, ranging from supported independent living to 24/7 supervised care. 
 
If they consistently demonstrate manageable symptoms, integrate well into family life without major disruptions, actively seek and accept treatment, and can self-advocate while participating in planning for their future, a home environment might be sufficient to provide vital stability and support.  
 
When an individual consistently ranks high in categories such as severe or unstable living situations, challenging behaviors, additional chronic illnesses or dual diagnoses, significant family disruption, limited support, or a lack of engagement with services, then this may be time to consider intensive supportive housing options.  
 
This decision is not about giving up—it’s about recognizing that the level of care needed exceeds what can be provided at home. Supportive housing, residential treatment, or specialized housing programs may be able to offer the needed stability/structure, ease caregiver strain, and create an environment essential for long-term recovery.