Home Automation Setup Checklist

This checklist is designed to help seniors, renters, and caregivers plan, set up, and review basic home automations in a calm, structured way.

It is not meant to be completed all at once. Take your time. Pause when needed. Revisit sections as your setup evolves.


How to Use This Checklist

  • Complete sections in order, but skip anything that does not apply.
  • Use the blank spaces to write device names, locations, or reminders.
  • This checklist can be printed or used digitally.
  • Review it every 3–6 months or after any major change.

Section 1: Foundation & Readiness

Before adding any automation, confirm the basics are stable.

  • ☐ Reliable internet connection available in main living areas
  • ☐ Wi-Fi network name and password written down and stored safely
  • ☐ Router location known and accessible
  • ☐ Power outlets available where devices will be placed

Notes:

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Section 2: Voice Assistant Setup

  • ☐ Voice assistant selected (Alexa / Google Assistant)
  • ☐ Device placed in a central, frequently used room
  • ☐ Wake phrase tested and easy to remember
  • ☐ Volume adjusted to a comfortable level

Device name/location:

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Section 3: Lighting Automations

  • ☐ Smart plugs or bulbs installed correctly
  • ☐ Physical switches still work manually
  • ☐ Evening lights turn on automatically
  • ☐ Night lighting available for hallways or bathrooms

Rooms automated:

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Section 4: Safety & Awareness

  • ☐ Motion lights installed where needed
  • ☐ Entryway lighting activates automatically
  • ☐ No automation blocks manual control during emergencies
  • ☐ All devices tested during daytime hours

Safety notes:

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Section 5: Routines & Schedules

  • ☐ Morning routine limited to 2–4 actions
  • ☐ Evening routine focuses on lighting and reminders only
  • ☐ Routine names use plain, familiar language
  • ☐ Routines tested for several days before adding new ones

Routine names:

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Section 6: Caregiver & Household Awareness

  • ☐ Another household member knows how the system works
  • ☐ Written instructions stored in an accessible place
  • ☐ Emergency contacts documented separately

Instruction location:

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Section 7: Review & Maintenance

  • ☐ Automations reviewed after 30 days
  • ☐ Unused routines removed
  • ☐ System re-checked after power or internet outages
  • ☐ Next review date scheduled

Next review date:

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Final Review

What is working well:

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What needs adjustment later:

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A calm, dependable setup matters more than having many devices. Remove anything that causes stress or confusion.

Technology should quietly support daily life — not demand attention.