It can be involve observations and note-taking, a discussion with the client, or the use of a standardized evaluation checklist. There are various types of checklists and evaluation forms that can be used. Some are very detailed, and others are more general in nature. Some have a space for recording dimensions and specific notes about how the limitations are affecting the occupants of the home, and others simply use a series of check marks with little or n elaboration as to why the noted responses are issues.
The evaluation forms will help in establishing priorities - both in the severity of the issues present and the areas of the home that present the most conditions that need to be resolved. From there, a plan of attack can be formulated and presented to the client. If a working budget already has been determined, the priorities help align the budget with the pending work activities.
Interviewing the client is a great place to begin the evaluation. We need to learn what their concerns are. What is it about their living space that is not pleasing to them? What is causing the challenges to the daily living activities? Where are the conflicts? Is it structural such as doorways being too narrow or the door swinging the wrong way for convenience? Are windows too difficult to open? Are stairs too step, too many, or too difficult to climb easily?
Does it focus on one particular room in the home such as the bathroom? For instance, is it difficult attending to normal activities? Is the space too limiting for effective movement in that space? Does using a walker or wheelchair make it hard to move about within the space? Is personal hygiene suffering as a result?
In talking with the client and then looking at the space to compare what they have expressed with what is observed, does what is seen match what was expressed? To the extent that it does or does not, do solutions to what is noticed seem readily apparent, or does more thought need to go into suggesting possible remedies?
Does the client have a desired outcome in mind or is that left to us to determine? What should the space look like when we are finished with any solutions that we are recommending? If what we observe as being needed exceeds the expressed budget, and there are sufficient safety concerns that we notice, can we identify secondary sources of funding to supplement the budget?
Evaluations should also consider how long particular solutions are going to be required. In the case of progressive-based conditions where solutions are more a relatively short period of time before more extensive treatments will be required, does the evaluation allow for this? Does the health care professional assist in completing the evaluation, or are the primary person doing it? What is the role of the contractor in completing the evaluation? Is it a joint effort?
The evaluation is the cornerstone or foundation for suggesting and determining the work that will be done, so it must be given the importance it deserves. The success of the eventual modifications are going to be a direct result of the way the evaluation was completed and conducted.