Accommodation plan template 2026

1. Click ‘Get Form’ to open the accommodation plan template in the editor.
2. Begin by entering the Employee’s Name and Date at the top of the form. This personalizes the document and ensures clarity.
3. Fill in the Employee’s Title/Department and Manager's name to identify key personnel involved in the accommodation process.
4. In the Limitations section, detail any job-related tasks or activities affected by limitations. Specify if these are essential job requirements.
5. List sources of expert input that will inform the accommodation plan, such as human resources or medical professionals.
6. Indicate the start and end dates for implementing accommodation measures, along with a review date for future assessments.
7. Outline which job requirements need accommodation and define clear objectives for what success looks like.
8. Select appropriate accommodation strategies/tools that will facilitate task completion effectively.
9. Document roles and responsibilities, including outstanding actions needed to implement accommodations.
10. Finally, ensure both the employee and manager sign off on the document to confirm agreement on accommodations.

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