
Let’s Start a Future Plan!
Talking about what a person with intellectual or developmental disabilities (IDD) wants and needs for the future is an important part of person-centered planning. A future plan—sometimes called a letter of intent—is often the first step in this process.
A future plan is a written guide that explains a person’s daily routines, preferences, support needs, and goals for the future. It’s not a legal document, but it can complement legal and financial plans by providing personal details about the person with IDD that are not typically included in formal paperwork.
Our future planning template makes it easy to get started! Remember to review and update this plan at least once a year. As life changes, this document should change too.
What to Include in a Future Plan
A future plan is written by a person with IDD to help others understand what matters most to them. Others who might help with this document include family members, close friends, support coordinators, health care providers, and anyone else who knows the person well. Here are some examples of what to include.
Info About the Person
Share important details that make the person who they are—their relationships, values, interests, and what brings them joy. Include key contacts who play a role in their life.
What Daily Life Looks Like
Describe routines, work or school activities, hobbies, and the type of living situation they want. Include any supports that help them thrive day-to-day.
Health & Medical Care
List current health conditions, medications, health care providers, and any medical equipment used. Explain how they communicate about pain or illness.
Support & Decision-Making
Explain how they make decisions and who helps with them. Include communication methods and strategies for offering comfort during stress or change.
Community & Relationships
Highlight friendships, social activities, and groups they are part of. Mention community spaces or faith traditions that are meaningful to them.
Legal & Financial Information
Outline existing benefits, services, and legal documents. Share information about financial needs, resources, and plans for managing money.
Planning for the future is essential.
Watch people with disabilities, family members, and professional planners talk about how they have handled different areas of future planning.
