Plan Ahead toolkit

Is your organization interested in running initiatives to help members of your community plan ahead?

The Plan Ahead toolkit contains information on health, financial and estate planning in Alberta. It also provides guidance on running community education sessions.

Please note that this toolkit is not an exhaustive resource on planning ahead for all situations. It is intended to introduce the essential planning processes and documents in Alberta.

What's in the toolkit?

The following materials offer an introduction to health, financial and estate planning and the three key planning documents in Alberta (personal directives, enduring powers of attorney and wills):

• Plan Ahead Alberta: A reference guide introducing the essential planning processes and documents in Alberta
• Plan Ahead facilitator guide: Tips and resources for facilitating effective education sessions
• Plan Ahead slide deck: An adaptable Powerpoint presentation introducing the three key planning documents (personal directives, enduring powers of attorney and wills)

• Plan Ahead starter kit: Take-home resources for participants to start their health, financial and estate planning. Available in five languages:

  • English
  • Français (French)
  • العربية (Arabic) 
  • ਪੰਜਾਬੀ (Punjabi) 
  • Español (Spanish) 

  Note: The starter kit includes a printable version of the My Wishes Alberta workbook, but you may prefer to order free professionally printed copies.

• Evaluation survey: A customizable survey to collect feedback on your event

Putting the toolkit into practice: Personal directive workshop

Use the following resources to deliver a workshop focused on health planning and the creation of personal directives. These materials provide an example of how the Plan Ahead Toolkit has been used to support more in-depth learning. 

• Personal directive slide deck: An adaptable PowerPoint presentation on advance care planning and personal directives
• Participant resources:
  • My Wishes Alberta workbook: A workbook to help people identify and share what is most important to them in their life, health and personal care, available in five languages (print it yourself or order free professionally printed copies)
  • Values directive worksheet: Exercises to help articulate and document one’s wishes, values and beliefs regarding health and personal care
  • Choosing an agent checklist: Questions to consider when choosing an agent(s)
  • Be an Agent: A guide from the Centre for Public Legal Education Alberta with information on what to know before and while acting as an agent named in someone’s personal directive (print it yourself or order free professionally printed copies)
  • What Matters Most to You? brochure (English and French): A brochure that explains the five steps of advance care planning (Note: To print as a double-sided brochure select "Print on both sides of page" and “Flip on short edge,” or order free professionally printed packages of brochures)
  • Personal directive instructions and form: Available from the Government of Alberta

• Evaluation survey: A customizable survey to collect feedback on your event

  Note: In addition to the resources above, you may wish to review the Plan Ahead facilitator guide and the section on “health and personal planning” in Plan Ahead Alberta