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Move-In Checklist
8 min read

The 30-day move-in countdown: 25 tasks every department owns before a new resident arrives

A department-by-department checklist for the 30 days between deposit and move-in day, so nothing depends on one person remembering everything.

Quick answer

A smooth senior living move-in needs about 25 tasks spread across sales, the business office, nursing, maintenance, housekeeping, dining, life enrichment, the front desk and the Executive Director, starting about 30 days out. The key is that every task has one named owner and a due date, and that the whole team reviews readiness together the week before move-in.

Most move-in problems are not caused by anyone doing their job badly. They happen because one department did not know another was waiting on them: the apartment was ready but the medications were not, or the family arrived and nobody at the front desk knew their name.

This countdown lists 25 tasks across five windows, each with the department that owns it. Adjust the timing to your community, but keep the rule: every task has one owner and a date.

Days 30 to 21

Turn the sale into a plan
1
Sales

Hold a 15-minute handoff with operations: who the resident is, what was promised, the family contacts, and the target move-in date.

2
Sales

Write down the resident's preferences: daily routine, food likes and dislikes, hobbies, faith, the name they like to be called.

3
Business office

Send the residency agreement and financial documents, with a clear list of what is still needed and by when.

4
Nursing

Schedule the pre-admission assessment and request the medication list and physician orders.

5
Executive Director

Confirm the move-in date and assign one owner for the whole move-in.

Days 20 to 14

Get the apartment and the care plan ready
6
Maintenance

Walk the apartment and create a punch list: paint, flooring, fixtures, grab bars, call system.

7
Housekeeping

Schedule the deep clean for after maintenance finishes, not before.

8
Nursing

Complete the assessment and set up pharmacy delivery so medications are on site before move-in day.

9
Dining

Record dietary needs and allergies, and pick two or three welcoming table mates for the first week.

10
Life enrichment

Match the resident with a resident ambassador who shares an interest.

Days 13 to 7

Lock the logistics with the family
11
Move-in owner

Send the family a one-page move-in day plan: arrival time, parking, who greets them, what happens first.

12
Move-in owner

Confirm movers, arrival window and elevator or loading access.

13
Maintenance

Plan furniture placement with the family, and arrange TV, phone and Wi-Fi setup.

14
Nursing

Draft the initial care or service plan and share what the family needs to know about it.

15
Business office

Confirm every required document is signed and on file.

Days 6 to 1

Make sure everyone knows who is coming
16
Executive Director

Run a five-minute readiness huddle: every department confirms its tasks are done, or says what is not.

17
Front desk

Add the resident's name to the directory and mailbox, and prepare keys or fobs.

18
All departments

Share the resident's name, photo (with consent) and two or three preferences with the staff who will meet them first.

19
Life enrichment

Prepare a welcome touch in the apartment, and put the first week's activities on their calendar.

20
Dining

Reserve the first dinner with the ambassador and the chosen table mates.

The day before

Plan the first 24 hours
21
Move-in owner

Assign a named greeter who meets the resident and family at the door.

22
Nursing

Confirm medications are on site and who completes the first-day check.

23
Move-in owner

Schedule an evening check-in visit, and a family update call within 48 hours.

24
Maintenance

Do a final walkthrough: lights, call system, thermostat, nothing left from the work order.

25
Executive Director

Put the first check-ins at day 5 and day 30 on the calendar now, so they are not forgotten.

A checklist only works if every department can see it. When the list lives in one person's inbox, the move-in depends on that person never having a busy week.

Making the countdown stick

  • One shared list per resident, not one list per department.
  • Overdue tasks are visible to the Executive Director, not discovered on move-in day.
  • The family sees progress without having to call, which builds trust before they arrive.
  • The countdown does not end on move-in day. Check in at day 5, 30 and 90; the first month decides whether the resident settles in.

ResiOnboarding turns this countdown into a shared move-in plan: tasks assigned by department with owners and due dates, a readiness view with overdue alerts, a resident and family portal, and check-ins after move-in. See the product overview, or read what to watch for in the first 30 days after move-in.

Every new resident gets one first impression. Make it the one your team intended.

ResiOnboarding puts every task, owner and due date for a move-in on one shared plan, from deposit through day 90. Start with a pilot at one community: your team runs your next move-ins on it, and you decide based on what you see.

Common questions

How far ahead should a senior living move-in be planned?

Start about 30 days before move-in day: hand off from sales, request documents and the medication list, and assign one owner for the whole move-in. Apartment work, the care plan and dining preferences follow in the next two weeks, and the final week is for confirming logistics with the family and briefing staff.

Who should own the move-in checklist?

Every task needs one named owner, and the whole move-in needs one overall owner, often a move-in coordinator, resident services lead or the Executive Director. The checklist itself should be shared, so each department can see what the others still need to finish.

What is senior living move-in software?

Senior living move-in software is a system that coordinates every task, document, and hand-off between the moment a prospective resident places a deposit and the end of their first 90 days in the community. It sits between the CRM that manages the sales pipeline and the electronic health record that manages clinical care — covering the operational gap where a signed lease becomes a settled resident. Typical capabilities include cross-department task assignment, document collection and e-signature, family and resident portals, and structured check-ins at fixed intervals after move-in.

Can multiple departments use the platform?

Yes. Sales, operations, dining, life enrichment, and maintenance can all collaborate within the system.

More answers in the full FAQ.