- 3-way discussion(s) between Son/daughter, Parents and Care Specialist
- Capture key demographic data, contact list
- Understand specific needs
- Establish ground rules
- Care Specialist visits house at agreed upon frequency
- Coordinates different activities
- Leverages local vendor relationships
- Scopes extra work, if needed
- Communicates with son/daughter directly or via web portal
- 3-way discussion at least once a month to obtain feedback
- Refine activities based on the discussion
