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Intergenerational Program Planning Form

Plan a resident-and-student intergenerational event with one form that captures goals, participants, accessibility needs, logistics, consent, and follow-up. Use it to keep senior living programs organized, inclusive, and easy to hand off.

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Built for: Senior Living · Assisted Living · Memory Care · Community Engagement

Overview

The Intergenerational Program Planning Form is built for senior living teams that coordinate events pairing residents with school groups or other community partners. It captures the planning details that usually get scattered across emails: the program goal, date and time, participant counts, partner contact information, activity format, accessibility needs, supervision, transportation, food, and post-event follow-up.

Use this template when you need a repeatable way to approve and run a resident-student event without missing the practical details that affect safety and participation. It is especially useful for reading visits, art projects, music sessions, holiday programs, and other structured activities where staff need to know who is coming, what they will do, and what accommodations are required.

Do not use it as a broad volunteer intake form or a general resident assessment. It is not meant to collect unnecessary PII, medical history, or open-ended personal background. If your event does not involve outside partners, student groups, or resident accessibility planning, a simpler activity request form may be enough. The value of this template is its focus: it helps staff plan one intergenerational event clearly, document the decisions that matter, and leave the next owner with a usable record.

What's inside this template

Program Overview

This section defines the event at a glance so staff can quickly confirm what is being planned, when it happens, and why it exists.

  • Program title (required)
  • Preferred program date (required)
  • Preferred start time (required)
  • Estimated duration (minutes) (required)
  • Program goal (required)

    Briefly describe the purpose of the event and what success looks like.

  • Program type (required)

Participants and Partners

This section identifies who is involved and who to contact, which is essential for coordination, attendance planning, and last-minute changes.

  • Estimated number of resident participants (required)
  • Estimated number of students (required)
  • Student age group (required)
  • School or partner organization name (required)
  • Partner contact email (required)
  • Partner contact phone

Activity Design and Accessibility

This section captures how the event will work in practice and what accommodations are needed so residents and students can participate safely.

  • Activity format (required)
  • Materials or supplies needed

    List any supplies, handouts, craft materials, or equipment needed for the event.

  • Resident accessibility or accommodation needs
  • Student accessibility or accommodation needs
  • Special instructions or considerations

    Include any cultural, dietary, language, or participation considerations relevant to the event.

Safety, Supervision, and Logistics

This section documents the operational details that prevent day-of confusion, including location, supervision, transportation, and refreshments.

  • Event location (required)
  • Supervision plan (required)

    Describe staff coverage, volunteer support, and any student supervision expectations.

  • Transportation needed (required)
  • Transportation details
  • Food or refreshments planned (required)
  • Food safety, allergy, or dietary notes

Consent, Communication, and Follow-Up

This section records permission, disclosure, and ownership so the event can be communicated appropriately and closed out cleanly.

  • PII and consent acknowledgement (required)

    Do not include resident or student personal details unless they are needed for approved planning or accommodations.

  • Will photos or video be taken? (required)
  • Media release or communication notes
  • Follow-up owner (required)

    Name or role of the staff member responsible for next steps.

  • Next steps requested

    Use this field to note approvals, invitations, reminders, or coordination tasks needed after submission.

How to use this template

  1. 1. Enter the program title, date, time, duration, goal, and activity type so the event has a clear purpose and schedule.
  2. 2. Record the resident count, student group count, age group, and partner contact details so staffing and coordination are based on real attendance.
  3. 3. Describe the activity format, materials, and any resident or student accessibility needs using specific fields rather than one catch-all note.
  4. 4. Confirm the event location, supervision plan, transportation needs, and food or refreshment details before the day of the event.
  5. 5. Capture consent, photo or video permission, and media release notes, then assign a follow-up owner with next steps after the event.

Best practices

  • Use date and time fields with structured validation so staff do not have to interpret free-text scheduling notes.
  • Mark required fields only where the event cannot be approved or run without the information, and keep optional fields truly optional.
  • Use conditional logic to show transportation or food fields only when those items apply, so the form stays short and easy to complete.
  • Write accessibility needs as actionable instructions, such as seating, pacing, hearing support, or quiet space, instead of vague labels.
  • Collect only the PII you need to coordinate the event, and add a clear disclosure line for any contact or media information.
  • Name one follow-up owner for every event so post-event notes, thank-yous, and issue tracking do not get lost.
  • Review supervision and room setup before confirming the event, especially when residents have mobility, cognitive, or sensory support needs.

What this template typically catches

Issues teams running this template most often surface in practice:

The program goal is too broad, which makes it hard to choose an appropriate activity or measure whether the event worked.
Resident accessibility needs are left blank until the day of the event, which creates avoidable barriers for participation.
Partner contact information is incomplete, so staff cannot quickly confirm arrival times or last-minute changes.
Transportation and supervision details are assumed instead of documented, which can lead to confusion at check-in.
Food or refreshment plans are added without food safety notes, creating avoidable risk for residents with dietary restrictions or sensitivities.
Photo and video permissions are handled informally instead of being recorded in the form, which makes media use harder to manage later.
No follow-up owner is assigned, so thank-you notes, incident follow-up, and program review never happen.

Common use cases

Assisted Living Activities Coordinator
A coordinator plans a monthly reading visit with a nearby elementary school and uses the form to capture resident counts, student age group, room setup, and accessibility needs. The completed record helps staff confirm supervision and prepare the right materials.
Memory Care Program Lead
A memory care team uses the template for a music-and-remembrance session with high school volunteers. The activity section and accessibility fields help the team keep the format simple, predictable, and appropriate for residents with cognitive support needs.
Life Enrichment Director
A life enrichment director coordinates a seasonal craft event with a community college service group and needs one place to track partner details, transportation, food, and media permissions. The form creates a clear audit trail for the event plan and follow-up.
Volunteer and Community Relations Manager
A manager uses the template to standardize how outside groups request resident-facing events across multiple buildings. The structure makes it easier to compare proposals, route approvals, and keep each event aligned with facility logistics.

Frequently asked questions

What kinds of events does this template fit?

This form fits planned activities that bring residents together with school groups or other community partners in a senior living setting. Common examples include reading visits, art projects, music sessions, holiday programs, and conversation-based activities. It is designed for one event at a time, with enough structure to capture the details that affect safety, accessibility, and coordination.

Who should complete the form?

A program coordinator, life enrichment staff member, activities director, or volunteer lead usually completes it. The person filling it out should know the event goal, the resident and student counts, the partner contact details, and any accessibility or supervision needs. If multiple departments are involved, one owner should still be named so the plan does not split across emails.

How often should this form be used?

Use it for each scheduled intergenerational event, even if the activity is recurring. Repeating the form helps capture changes in participant counts, room setup, transportation, food, or consent requirements. If your program runs on a series schedule, you can clone the template and update only the event-specific fields.

What accessibility details should be included?

Include resident accessibility needs such as mobility support, seating, hearing, vision, cognitive pacing, and quiet-space needs. For student groups, note any supervision or behavior supports that affect the activity flow. The goal is progressive disclosure: collect only the accessibility fields you need to run the event safely and comfortably, not a broad intake that creates unnecessary PII.

Does this template handle consent and media permissions?

Yes, the consent and communication section is meant to record whether photo or video permission is needed and what release notes apply. That helps staff avoid ad hoc decisions on the day of the event. If your organization collects any PII, add clear disclosure language and keep the form aligned with data minimization principles.

What are the most common mistakes when using this form?

The most common issues are vague program goals, missing partner contact information, and skipping accessibility planning until the event day. Another frequent mistake is collecting too many details in one field, which makes the form harder to complete and review. It also helps to separate required from optional fields so staff know what is truly needed to approve and run the event.

Can this form be customized for different partner types?

Yes, it can be adapted for elementary schools, high schools, colleges, scouts, faith groups, or community volunteers. You can change the partner fields, add conditional logic for transportation or food, and tailor the activity section to the format you use most often. The structure stays useful as long as it still captures goals, participants, logistics, and follow-up.

How does this compare with planning by email or spreadsheet?

Email threads and spreadsheets often miss one or two critical details, especially around accessibility, supervision, and consent. This template gives you a single record with a clear audit trail of what was planned and who owns the next steps. It is easier to review before the event and easier to hand off if staff change.

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