To guide learners through the process of managing supported living property projects from acquisition to handover.
Acquire Knowledge, Empower Self.
Our comprehensive learning will equip learners to understand supported living deeply and navigate the associated property investment landscape effectively while avoiding common pitfalls.
Module 8: Project Management and Planning Requirements
Comprehensive Project Execution Framework
Objective
Topics Covered
End-to-end timeline for a supported living investment project
Key project milestones: planning, legal, finance, adaptations, leasing
Building your professional team: contractors, OTs, planning consultants
Managing refurb timelines and compliance
Monitoring cost control and dealing with delays
Final inspections, handover to providers, and ongoing communication
01
End-to-End Timeline for a Supported Living Investment Project
12-24 month comprehensive project framework
An investment project in supported living typically spans 12 to 24 months or more, depending on project scale, refurb complexity, and legal or funding processes. The timeline can be divided into several key phases:
1
Initial Planning and Feasibility (Month 0-2)
Identify property/site, assess suitability, feasibility studies, OT input, budget and financing outline.
2
Securing Finance and Legal Preparation (Month 2-4)
Finalize finance, legal due diligence, apply for grants, negotiate lease terms, plan compliance.
3
Design, Planning Permission, and Adaptations Specification (Month 3-6)
Work with architects, OTs, and planning consultants; finalize designs and contractor selection.
4
Refurbishment and Compliance Management (Month 6-12+)
Initiate works, monitor progress, ensure compliance, address issues, coordinate with providers.
5
Final Inspections, Sign-Off, and Certification (Month 11-13)
Conduct inspections, complete snagging, obtain certificates, finalize documentation.
6
Lease Execution and Handover to Care Providers (Month 12-14)
Execute leases, handover keys, establish communication protocols, begin tenant placement.
7
Ongoing Management and Monitoring (Post-Completion)
Maintain communication, schedule maintenance, monitor compliance and tenant welfare.
02
Key Project Milestones
Critical checkpoints across all project phases
| Phase | Key Milestones |
|---|---|
| Planning & Feasibility | Property identification, feasibility study, preliminary OT input |
| Finance & Legal | Funding secured, lease Heads of Terms drafted, legal due diligence completed |
| Design & Permissions | Planning application submitted/approved, schedules of works finalized |
| Refurbishment | Contractor mobilisation, construction start, interim inspections |
| Final Sign-Off | Compliance certificates issued, snagging completed |
| Lease & Handover | Contract signing, possession transfer to provider |
| Ongoing Management | Regular maintenance and communication, tenant welfare monitoring |
03
Building Your Professional Team
Essential specialists for successful project execution
Contractors
Experienced in accessible design and care home adaptations.
Occupational Therapists (OTs)
Assess tenant needs and recommend adaptations.
Planning Consultants
Ensure compliance with planning laws and permissions.
Legal Advisors
Handle lease documentation and due diligence.
Care Providers/Housing Associations
Engage early to secure lease terms and align with care delivery.
04
Managing Refurbishment Timelines and Compliance
Best practices for efficient project execution
Use project management tools to track tasks and deadlines.
Include buffer time to handle potential delays.
Maintain compliance checklists for building regs, fire safety, accessibility.
Coordinate with OTs and providers for tenant-focused outcomes.
Document all changes and certifications for audits.
05
Monitoring Cost Control and Dealing with Delays
Financial management and risk mitigation strategies
Establish a budget with 5–10% contingency for unexpected costs.
Hold regular financial reviews of expenditure vs. projections.
Define milestones and penalties for contractor delays in contracts.
Adapt resource allocation to address delays quickly.
Maintain transparent communication with stakeholders.
06
Final Inspections, Handover, and Ongoing Communication
Project completion and transition to operations
Arrange inspections with providers, OTs, and authorities.
Confirm certifications and legal documents are complete.
Formalize handover with signed completion certificates and leases.
Provide manuals and contacts to providers for ongoing management.
Schedule periodic review meetings for continuous improvement.
Key Outcomes
Confidently manage supported living projects to completion
Avoid common pitfalls by following a proven framework