| 1. Identify who will use the elevator | Consider all regular users, including people with limited mobility, children, older adults, and caregivers. | Will users ride independently? Will someone need to accompany them? | Write down each user's mobility needs and expected level of assistance. |
| 2. Define the accessibility goal | Clarify whether the main goal is easier floor-to-floor access, wheelchair access, carrying items, or planning for future mobility changes. | What tasks should the elevator make possible that are difficult today? | Prioritize essential needs before comparing equipment or layouts. |
| 3. Measure the items and mobility devices | Measure wheelchairs, walkers, mobility scooters, and any equipment that must enter the car, including turning and transfer space. | Can the largest device pass through the doorway and fit inside with its user or caregiver? | Share measured dimensions with a qualified elevator professional; verify clear openings and usable interior space. |
| 4. Map the route between floors | Review which floors need access, where the elevator could stop, and how users will reach each landing. | Are the landings convenient, step-free, and close to the rooms users need? | Sketch the route and note door swings, corridors, stairs, and likely construction obstacles. |
| 5. Check the home’s structure and available space | Potential locations may affect floors, walls, utilities, or the building structure. Existing homes can have concealed conditions. | Will the proposed location require structural changes or relocation of plumbing, wiring, or heating equipment? | Arrange an on-site assessment before choosing a design or finalizing a budget. |
| 6. Compare capacity with real usage | Account for passengers, mobility devices, a caregiver, and occasional loads such as groceries or laundry. | What is the maximum expected load, and how does it compare with the equipment’s rated capacity? | Use the manufacturer’s rated capacity and have a professional confirm that the proposed layout suits the intended use. |
| 7. Evaluate controls and ease of use | Consider control height, button size, visibility, reach, hand strength, and whether controls are usable while seated. | Can each intended user operate the controls comfortably and understand the indicators? | Ask to review control placement and available accessibility features during the design consultation. |
| 8. Ask about power interruptions and emergency procedures | Understand how the elevator behaves during a power failure, how occupants can communicate, and how authorized help can respond. | Is there an emergency lowering or backup feature? What are its limits and operating instructions? | Request written emergency instructions and discuss the plan with everyone who may use the elevator. |
| 9. Confirm local permits and safety requirements | Applicable building, electrical, accessibility, and inspection requirements depend on the location and project. | Which permits, inspections, and code requirements apply to this home and installation? | Check with the local building authority and confirm who is responsible for permits and inspections. |
| 10. Plan for maintenance and long-term needs | Consider scheduled servicing, repair access, expected operating costs, household changes, and the availability of trained service support. | What routine maintenance is recommended, and what happens if the elevator needs repair? | Review the maintenance plan, warranty terms, service response arrangements, and total ownership costs before purchasing. |