• by Kenechukwu Muoghalu
  • August 14, 2023
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  • 8 minute read

domiciliary care business plan

Table of Contents Hide

What is a domiciliary care business , what services do domiciliary care offer, what is a domiciliary care business plan, #1. executive summary, #2. company overview, #3. market analysis, #4. management team , #5. services description , #6. marketing plan, #7. operational plan, #8. financial projections, #9. appendix, how do i get clients for domiciliary care uk, what are the advantages and disadvantages of domiciliary care, what are the mandatory training for domiciliary care workers, how long does it take to train to be a carer, is the care certificate mandatory, how long is care training, need help writing your domiciliary care business plan, final thoughts, what is an example of domiciliary care, what qualifications do i need to open a care agency, how does a care agency make money.

The domiciliary care industry is valued at £7.7bn in the UK, which signifies that it is a stable and secure business to invest in, but not in the absence of a plan. A business plan sets the groundwork for the growth of your business, so for your UK domiciliary care business to run successfully, you will need a plan. To this effect, we have created a guide that would carefully explain the basics of your home care business while directing you on how you can create a plan for yourself. We also made provisions for a ready-made UK Domiciliary Care business plan that comes in the form of a PDF and a Doc format. In any case, you don’t want to go through the stress of creating a new one. 

Without further ado, let’s look at what we have in stock for you. 

The term “domiciliary” originated from the Latin word “Domus,” which means “home”. Domiciliary care, sometimes known as home care, involves an individual or agencies that provide daily assistance for those who need help in their home. These paid professionals specialise in assisting the elderly and disabled to help keep them living independently in their houses. 

They are mainly hired by relatives of the house owner or the local authorities. Domiciliary care business does not just provide help to some vulnerable people, this business also potentially generates lucrative returns.

As a home caregiver, you should be able to handle some day-to-day living services and certain health care issues. Your services might also differ depending on what your client needs and the kind of agreement of services you have signed during your contract. Some of the common services you can offer include:

  • Household chores
  • Dietary needs
  • Personal and continence care
  • Companionship 
  • Errands that include doctor visits
  • Support with advice and information 
  • Medication management 

A domiciliary care business plan has multiple functions which range from helping you run your business in the right way to helping you secure some form of finance to make your dreams a reality. A domiciliary care business plan is a plan, a blueprint or roadmap on paper that serves as a guide to attain growth in your business. 

Creating a business plan all depends on how best your resources can handle your business. If you want to run your business based on your personal savings, then you need a simple UK domiciliary care business plan that will just help you stay on track. However, if you are seeking investors or lenders, you need to create a more comprehensive plan. 

How do I Write a Business Plan for Domiciliary Care?

Having read all of this, it’s now time to create your UK domiciliary care business plan but before we proceed, you should know that

creating a business plan requires some form of pattern to follow, either constructing it in a PDF or doc format. With this template below, you will get a hang of it. Let’s look at what should be included in your plan. 

The executive summary is basically the overview of your whole business plan. It should contain other sub-sections of your domiciliary care business plan including financial projections, marketing plans, organisational structure and market research among others. This section is usually the first to appear but the last to construct. 

Most readers will glance through this section to get the information they need to know about the business, instead of reading the whole business plan. So while creating your executive summary, it should be brief, clear and concise. 

Your company overview should contain an in-depth analysis of the vision you have for your domiciliary care business. You can also talk about your mission statement and where you wish your business to be in the nearest future. How about your company’s history? You can add that too if you are already an existing business. Include your strengths, weaknesses, threats and opportunities and tell your reader how you plan to tackle each of them. 

Before you construct this section of your market analysis , you need to have a thorough study of your domiciliary care industry. During your market research, you should focus on important points like your ideal target audience, their demographic data, what services they might like more, your market value, and a host of other viable information. When you have a solid understanding of the market and industry you are working in, then you can effectively write this section. 

Just as the name implies, your management or organizational team and the structure of your organisation shouldn’t be left out in your business plan. Starting domiciliary care will involve you employing staff that will help the growth of the company. This is where you identify who your carers are and their different skills. You should also introduce yourself as the head of the organisation. 

What kind of services do you offer in your domiciliary care business? You will need to answer that question under your service description. You can either offer a broad range of services or settle in a particular niche. If possible, you can list all of them and be specific about the ones you offer. 

Your sales and marketing plan should cover the strategies you plan on employing on your business. It should include the plans you have to create awareness for your brand and attract new clients while keeping the existing clients satisfied. Tell your readers the marketing campaigns you will use to carry out the function. Will you create an online presence or use a manual form of marketing which includes creating fliers, magazines and the likes? You can also include the personnel that will be handling the section.

All the plans and activities you have been making from the very first beginning of this article, how will you implement them? This is what you are going to explain in this section of your operational plan. What are the channels, policies, procedures and systems you will use to implement those plans and also ensure that nothing goes wrong? All this information should not be left out. 

Your financial projection is one of the most essential pieces of information that requires a clear and definite analysis. If you do not know how to go about it, you should see an advisor or reach out to us here for professional work. In this section, you should include an overview of your finances over the short, medium, and long-term basis. You should also include a balance sheet, cash flow statement, and income statement. If you are also requesting financial aid, then this is your time to make the move. 

In this section, make sure to attach all valid documents that would validate your plan and the data you have given above. 

If you are always stuck with creating marketing campaigns and not getting a positive response from your potential clients, then you need to try other effective ways. There are some steps you can take to get clients for your domiciliary care business and they include:

  • Opening a website
  • Using a referral strategy
  • Increase your online presence by using social media
  • Create leaflets or fliers

Running a domiciliary care business comes with both positive and negative effects that might not always be avoided. On the positive part, a domiciliary care business can help you maintain independence, flexibility, financial benefits and companionship among others. 

While the disadvantage is that, it is always harder to manage and build up trust with different people that come and go each time. Another disadvantage is that most times, you will be left with offering more of your services outside the agreed time and contract you had with your partner. As a caregiver, your number one priority is to offer help irrespective of the situation. 

The mandatory training for domiciliary care workers is not limited to the following:

  • Health and Safety
  • Fire safety 
  • Safeguarding adults
  • Infection, prevention and control
  • Manual handling
  • Food hygiene
  • Human rights

As a caregiver, you can train for either a long or short period depending on the level of knowledge and skill you wish to acquire. Having this training always leaves a good impact on your side. 

Yes, a care certificate is mandatory for any care worker. A care certificate is a group of standards that caregivers need to adhere to when offering their services. This certificate is mainly to ensure that all UK’s non-regulated workforce of caregivers has the same skills and knowledge to provide high-quality care to their clients. 

Care training can last up to 12 weeks and approximately a year. This time duration can either be reduced or increased depending on the number of hours you work and your previous education and experience. 

Writing a business plan might not be as easy as it seems but because of the importance of having a business plan, you need to make provisions for it, irrespective of its daunting nature.

If you find yourself in this tight situation, it’s better to opt-in for a professional pre-made domiciliary care business plan , which can also be accessed in a PDF or doc format. 

Over the years, businessyield consult has solely invested its time and efforts into creating professional business plans for entrepreneurs. We have so far helped millions of businesses stand on their feet, and we are happy to help you too. Get hold of your business plan here and watch your home care grow.

I know that handling a domiciliary care business might not pose as a big deal, but there is always a difference when you employ a plan in it. Creating a domiciliary care business plan, on the other hand, requires a special form of time and attention for it to work effectively when applied, but in any case, if you find it too hard to manoeuvre, you can use our pre-made plan , either in PDF or doc format. 

As a domiciliary caregiver, you will need to perform some basic duties to your clients including cooking, general housekeeping, personal care, medical support, pet care and other forms of support your client might be in need of. 

Before starting as a caregiver you will need some sort of legal qualifications that would make your business legit and validate its existence. Whether you are the owner or another person handling the business, you will need qualifications. To obtain this, simply reach out to your local authorities. 

If you own a domiciliary care business, then you can make money from receiving contracts from clients that need your services. You can reach out to these clients by employing some marketing strategies and creating awareness for your brand. 

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MICRO BUSINESS: Definition, Challenges & Solutions

4 main parts of a business plan: 4 necessary business plan components.

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Your Domiciliary Care Agency Business Plan: A Simple Guide

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If you’re considering setting up a care agency that supports people in their own homes, then the first task is to write a detailed business plan.

This step-by-step guide to creating a domiciliary care agency business plan will help you to design your dream business. It will include the following:

Step 1: Remind Yourself Why You’re Writing A Business Plan

Step 2: all about you, step 3: overview summary of your business, step 4: your services in more detail, step 5: deep dive on the market.

Step 6: Analyse Your Competition

Step 7: Your Plan for Marketing

Domiciliary Care Agency Business Plan

Before you put pen to paper or open up your laptop to start typing, first remind yourself why a thorough, considered business plan is so important.

Starting a new business in any sector involves a lot of initial planning and consideration. Scrimp on this and your start-up could fail spectacularly. But put time, effort and attention into the early preparation and your business is more likely to succeed and grow exponentially.

A comprehensive business plan will not only help to ensure success in the long term, it will also aid you in securing funding, as it clearly demonstrates you have done your homework. It will direct your attention and assist you with organising your time. And, in the future, you can refer back to it to help you expand, or guide you back on track if you’ve lost focus.

With this in mind, make sure you put aside dedicated time to research, write and prepare your home care agency business plan . It will make all the difference in the long run.

Home Care Agency Business Plan

Now that your mindset is in the right place, start writing your domiciliary care agency business plan . The first step is to introduce yourself.

A detailed section upfront about who you are and why you are qualified to run a business of this kind will reassure potential investors, as well as help you to sell yourself and your business to new clients.

This summary should include the following points:

1. Your career background and experience in the industry

If you, personally, don’t have extensive experience in the industry, then detail how you plan to expand your knowledge. Perhaps you have a mentor, or plan to employ someone who is an expert in the home healthcare field.

2. Your qualifications for adult care

There are many rules and industry regulations when it comes to providing care . And those providing support in people’s own homes must have the required qualifications.

England’s independent regulator of health and social care is called the Care Quality Commission (CQC) . All domiciliary care agencies must be registered, and it carries out regular inspections and enforces high standards. The details of the relevant qualifications required are noted on the website.

If you already have these qualifications, then ensure they’re listed in your business plan. And if you don’t, then include a plan for how you will train to acquire them. Or, if your strategy is to hire qualified staff, then ensure this is explained clearly.

You, and anyone you plan to employ, must have a Disclosure Barring Service (DBS) check to ensure you’re eligible to work in healthcare.

3. Any existing connections you can utilise

Detail here any relationships you have, for example with suppliers or potential clients, that you can leverage for your business.

This section needs to showcase the most important and relevant points about you and your career history. Don’t be tempted to simply copy and paste your three-page CV here. That can be attached to the end of the business plan as an appendix, or supplied if requested.

Your Business Overview

This executive summary should clearly state what your business is, who you intend to target and how you plan to operate. You can go into more detail in supporting sections later on in the document.

This succinct statement of intent should include the following:

  • The name of your business
  • What services you plan to offer
  • Who you plan to offer those services to (your target market)
  • How you plan to operate and staff the business

This section should also contain:

Your business vision

A business vision is future-based and states, at the highest level, what a company wants to achieve in the long term. Its purpose is to inspire the leadership and employees, rather than customers, and give a purpose and meaning to the organisation. It should encapsulate where your business is going and be aspirational.

Business vision statements can feel lofty, but they should be meaningful. A famous example is Disney’s vision ‘to make people happy’.

Your mission statement

This differs from the vision in that it’s all about what you’re doing right now. A mission statement is present-based and should demonstrate how you plan to fulfil your vision. It should be actionable.

For example, if your vision is to ‘make people happy in their old-age’ then your mission might be: ‘by providing around-the-clock high-quality and affordable care to the elderly in their own homes in the city of xxx’.

SWOT analysis

A SWOT analysis details your business’ strengths, weaknesses, opportunities and threats.

In the strengths section you can detail your unique selling points and what sets you apart from your competition.

Break down your business weaknesses, such as low public awareness, recruitment difficulties or client retention.

The opportunities can highlight the number of potential customers in your target location, or other areas that you can expand to. You can illustrate your plans for future growth by using SMART goals which are specific, measurable, attainable, relevant and timely.

And the threats could include competition, change in government policies meaning expensive re-training or economic downtown impacting the elderly’s spending habits.

How you plan to finance your business

Detail here how you will fund the start-up investment required to launch your new business. Create a detailed budget which includes all the expected expenditures to get up and running. This could include premises rent, utilities bills, website development, travel, insurance, printing business cards, training etc.

Note down if you have already secured funding, for example from personal savings or private loans from family and friends, and what investment you still require. Explain what additional investment or loans you might also require and where / how you plan to acquire these, such as loans from banks or specialist providers.

This section should also include sales forecasts for the first three years, as well as any time period breakdown you would like to include (e.g. monthly, quarterly etc.). You’ll need to project what sales you need to make to cover your regular outgoings (e.g. monthly expenses), and make a profit.

Following your overview summary, this section of your domiciliary care agency business plan should go into depth about your business’ services.

This can include:

The home care services you plan to offer

For example, nursing, companionship, domestic or housekeeping, personal care or emergency care. It might also include mental health counselling or assisting with home medication management.

How you’ll carry out the services

Such as 30-minute appointments, eight-hour shifts, 24-hour live-in care or emergency call outs.

How much the services will cost you to deliver

Detail here the equipment, training, travel, business software etc. that you require to operate effectively.

Pricing strategy

This strategy includes the rate card prices you plan to charge for all your services. Include whether you will offer payment plans, contracts or pay-as-you-go hourly billing. What the payment options will be (e.g. cash, Direct Debit, mobile card machine) and any discounts for repeat business or longer-term contracts.

Sales strategy

The sales strategy determines how you’ll sell these services to customers. For example, customers can book a package of home care visits online through your website, in-person at a physical office, or over the phone etc.

Legal and insurance requirements

As noted above, the home care industry is strictly regulated. You can’t start operating until you’re registered with the CQC and staff have the appropriate qualifications.

Also detail the insurance your business will require to be able to care for clients in their own homes, administer medication and be responsible for their wellbeing.

Essential procedures and policies you’ll put in place

The CQC looks for specific procedures and policies to ensure a high standard of governance.

These could include a grievance policy, a confidentiality policy, a procedure on bullying or harassment, as well as specific policies on showering and bathing clients. You should also consider application forms for new customers, employment contracts and cancellation procedures.

Growth potential for your services

This can include your plans to expand into new locations, upsell or cross-sell different services to existing clients as well as signing up clients to annual contracts.

market deep dive

Following the top-line overview on your target market in your summary, this section takes a deep dive on your ideal customers.

This market evaluation can be pulled together from desk research including online searches and by consuming media such as newspapers. You can also undertake field research in the form of interviewing your potential customers, conducting questionnaires and gathering first-hand feedback on your proposed offering.

This section will help strengthen your home care agency business plan with quotes and soundbites, statistics from credible sources and industry forecasts.

Incorporate the following:

  • General standing of the UK domiciliary care market, predictions for growth, industry forecasts
  • Who your target customers are e.g. age, gender, location, needs and desires, lifestyle and hobbies etc.
  • How many of these customers will your business potentially be able to reach
  • Any existing relationships with these target customers that you can leverage
  • Why will these customers buy your services over the competition

Step 6: Analyse Your Competition  

You might have touched upon your competition in the ‘threats’ part of your SWOT analysis, however this part of your home care agency business plan will further explore your competitors.

As with your market research, scrutinising your competitors will involve desk and field research. By getting out and about in the community you plan to target, you’ll be able to identify other similar companies that operate in the same location. They might advertise in local media or on prominent billboards, or they could have signage outside their offices or branded vehicles.

Evaluate your competition by:

  • identifying direct competition to your business and map out their strengths, weakness and differences (e.g. operating in the same target geography, offering the same services, offering similar prices etc.)
  • identifying indirect competition (e.g. residential care homes or nursing homes) and identify their strengths and weaknesses
  • mapping out how you plan to differentiate from this competition

Having a thorough understanding of your competition will enable you to see clearly any ‘gaps’ e.g. how your business can stand out from the crowd; what services aren’t currently being offered; what price points aren’t available; and what target customers’ needs aren’t being met.

A marketing strategy is an important part of your domiciliary care agency business plan . Effective marketing will target the right audience at the appropriate time and via the most relevant channels. This will ensure that you have customers flocking to your new business.

Your strategy should detail:

  • any tasks that need to be completed before marketing begins e.g. creating a logo, setting up a website and business phone number etc.
  • when you plan to promote your business, for example during the launch period, and then ongoing activity
  • what tactics you plan to use, e.g. advertising, leaflet drops, website, branded vehicles etc.
  • proposed budget for marketing activity

You can also detail incentive schemes for clients to prompt word of mouth, and any other ways you plan to promote your business, such as networking.

Write Your Home Care Agency Business Plan Today

Launching a new business takes careful consideration. Dedicating time and focus to creating a comprehensive business plan will ensure your domiciliary care agency booms rather than goes bust.

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Home Health Care Business Plan Template

Written by Dave Lavinsky

home health care business plan template

Over the past 20+ years, we have helped over 10,000 entrepreneurs and business owners create business plans to start and grow their home health care businesses. On this page, we will first give you some background information with regards to the importance of business planning. We will then go through a home health care business plan template step-by-step so you can create your plan today.

Download our Ultimate Business Plan Template here >

What Is a Business Plan?

A business plan provides a snapshot of your home health care business as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategy for reaching them. It also includes market research to support your plans.

Why You Need a Business Plan

If you’re looking to start a home health care business, or grow your existing home health care business, you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your home health care business in order to improve your chances of success. Your home health care business plan is a living document that should be updated annually as your company grows and changes.

Sources of Funding for Home Health Care Businesses

With regards to funding, the main sources of funding for a home health care business are personal savings, credit cards, bank loans and angel investors. With regards to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to confirm that your financials are reasonable, but they will also want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business.

The second most common form of funding for a home health care business is angel investors. Angel investors are wealthy individuals who will write you a check. They will either take equity in return for their funding, or, like a bank, they will give you a loan. Venture capitalists will not fund a home health care business. They might consider funding a home health care business with a national presence, but never an individual location. This is because most venture capitalists are looking for millions of dollars in return when they make an investment, and an individual location could never achieve such results.

Home Health care Business Plan Template

If you want to start a home health care business or expand your current one, you need a business plan. Below are links to each section of your home health care business plan template:

Executive Summary

Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of home health care business you are operating and the status. For example, are you a startup, do you have a home health care business that you would like to grow, or are you operating a chain of home health care businesses.

Next, provide an overview of each of the subsequent sections of your plan. For example, give a brief overview of the home health care industry. Discuss the type of home health care business you are operating. Detail your direct competitors. Give an overview of your target customers. Provide a snapshot of your marketing plan. Identify the key members of your team. And offer an overview of your financial plan.

Company Analysis

In your company analysis, you will detail the type of home health care business you are operating.

For example, you might operate one of the following types of home health care businesses:

  • Nursing care business : this type of home health care business is the most common, where the patient is given a doctor-approved plan of care specific to the patient’s clinical needs and delivered within the comfort of their home.  
  • Physical home health care business : this type of home health care business provides physical therapy to patients who need help regaining their muscle and joint strength. 
  • Home health care aides : this type of home health care business provides patients with home health care aides who assist them with basic daily tasks, such as bathing, cooking, and dressing.  

In addition to explaining the type of home health care business you will operate, the Company Analysis section of your business plan needs to provide background on the business.

Include answers to question such as:

  • When and why did you start the business?
  • What milestones have you achieved to date? Milestones could include the number of home health care patients, growth year over year, etc.
  • Your legal structure. Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

Industry Analysis

In your industry analysis, you need to provide an overview of the home health care business.

While this may seem unnecessary, it serves multiple purposes.

First, researching the home health care industry educates you. It helps you understand the market in which you are operating. 

Secondly, market research can improve your strategy, particularly if your research identifies market trends.

The third reason for market research is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section of your home health care business plan:

  • How big is the home health care industry (in dollars)?
  • Is the market declining or increasing?
  • Who are the key competitors in the market?
  • Who are the key suppliers in the market?
  • What trends are affecting the industry?
  • What is the industry’s growth forecast over the next 5 – 10 years?
  • What is the relevant market size? That is, how big is the potential market for your home health care business? You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.

Customer Analysis

The customer analysis section of your home care agency business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: parents of elderly individuals, retired seniors, senior community program managers, etc.  

As you can imagine, the customer segment(s) you choose will have a great impact on the type of home health care business you operate. Clearly, parents of elderly individuals would want different service options and would respond to different marketing promotions than senior community program managers, for example.

Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, include a discussion of the ages, genders, locations and income levels of the customers you seek to serve. Because most home health care businesses primarily serve customers living in their same city or town, such demographic information is easy to find on government websites.

Psychographic profiles explain the wants and needs of your target customers. The more you can understand and define these needs, the better you will do in attracting and retaining your customers.

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Competitive Analysis

Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.

Direct competitors are other home health care businesses. 

Indirect competitors are other care options that people have that aren’t direct competitors. This includes hospitals, nursing homes, and people who help relatives with home health care needs. You need to mention such competition to show you understand that not everyone who needs healthcare assistance will utilize a home health care company.

With regards to direct competition, you want to describe the other home health care businesses with which you compete. Most likely, your direct competitors will be home health care businesses located very close to your location.

For each such competitor, provide an overview of their businesses and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as:

  • What types of patients do they help?
  • What types of services do they offer?
  • What is their pricing (premium, low, etc.)?
  • What are they good at?
  • What are their weaknesses?

With regards to the last two questions, think about your answers from the customers’ perspective. And don’t be afraid to ask your competitors’ customers what they like most and least about them.

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

  • Will you provide superior services?
  • Will you provide services that your competitors don’t offer?
  • Will you make it easier or faster for customers to use your services?
  • Will you provide better customer service?
  • Will you offer better pricing?

Think about ways you will outperform your competition and document them in this section of your plan.

Marketing Plan

Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For a home health care business plan, your marketing plan should include the following:

Product : In the product section, you should reiterate the type of home health care business that you documented in your Company Analysis. Then, detail the specific products you will be offering. For example, in addition to home health care, will you provide superior customer service, 24/7 call centers, or emergency services?

Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of your marketing plan, you are presenting the services you offer and their prices.

Place : Place refers to the location of your home health care business office. Document your location and mention how the location will impact your success. For example, is your home health care business office operated remotely, located near a main highway, near public transportation, etc. Discuss how your location might provide a steady stream of customers. 

Promotions : The final part of your home health care marketing plan is the promotions section. Here you will document how you will drive customers to your location(s). The following are some promotional methods you might consider:

  • Advertising in local papers and magazines
  • Reaching out to local websites 
  • Social media marketing
  • Local radio advertising

Operations Plan

While the earlier sections of your home health agency business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.

Everyday short-term processes include all of the tasks involved in running your home health care business, including hiring quality home care professionals, training employees, and administrative tasks.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to serve your 100th patient, or when you hope to reach $X in revenue. It could also be when you expect to expand your facility or launch in a new location.

Management Team

To demonstrate your home health care business’ ability to succeed, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company. 

Ideally you and/or your team members have direct experience in managing home health care businesses. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act like mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in managing home health care companies or successfully running small businesses.

Financial Plan

Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance sheet and cash flow statements.

Income Statement : an income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenues and then subtracts your costs to show whether you turned a profit or not.

In developing your income statement, you need to devise assumptions. For example, will you assist 50 patients per month or 100? And will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.

Balance Sheets : Balance sheets show your assets and liabilities. While balance sheets can include much information, try to simplify them to the key items you need to know about. For instance, if you spend $100,000 on building out your home health care business, this will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a bank writes you a check for $100,000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.

Cash Flow Statement : Your cash flow statement will help determine how much money you need to start or grow your business, and make sure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt. For example, let’s say a local senior living community approached you with a $50,000 partnership contract to provide home health care services for their occupants. Let’s further assume the contract would cost you $50,000 to fulfill in terms of increased staffing costs. Well, in most cases, you would have to pay that $50,000 now for employee salaries, utilities, etc. But let’s say the company didn’t pay you for 180 days. During that 180-day period, you could run out of money.

In developing your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing a home health care business:

  • Cost of equipment like standard nursing supplies, sanitary products, and emergency medications
  • Payroll or salaries paid to staff
  • Business insurance
  • Taxes and permits
  • Legal expenses

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include your Medicaid and Medicare certifications.

Putting together a business plan for your home health care business is a worthwhile endeavor. If you follow the example template above, by the time you are done, you will have an expert home health care business plan; download it to PDF to show banks and investors. You will really understand the home health care industry, your competition, and your customers. You will have developed a marketing plan and will really understand what it takes to launch and grow a successful home health care business.

Don’t you wish there was a faster, easier way to finish your Home Health Care business plan?

OR, Let Us Develop Your Plan For You

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Home Health Business Plan FAQs

What is the easiest way to complete my home health care business plan.

Growthink's Ultimate Business Plan Template allows you to quickly and easily complete your Home Health Care Business Plan.

What is the Goal of a Business Plan's Executive Summary?

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of home health care business you are operating and the status; for example, are you a startup, do you have a home health care business that you would like to grow, or are you operating a chain of home health care businesses?

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business plan for domiciliary care agency pdf

Domiciliary Care Business Plan

March 27, 2023.

Domiciliary care , also known as home care, is a rapidly growing sector within the United Kingdom. With an ageing population and an increasing desire for individuals to remain in their homes for as long as possible, the demand for quality home care services continues to rise. Consequently, starting a domiciliary care business can be both a rewarding and lucrative venture.

However, establishing a successful domiciliary care business requires careful planning and a comprehensive understanding of the various aspects involved.

This blog will delve into the process of writing a robust domiciliary care business plan, touching on the key components and offering tips on how to craft a compelling document that will help secure funding and attract clients.

Executive Summary

Begin your business plan with an executive summary. This section should provide an overview of your business, highlighting the key points that will be covered in more detail throughout the document. Include information on the market opportunity, your unique selling points, and the goals you hope to achieve. Be concise and clear, as this section should pique the interest of potential investors and partners.

Company Overview

In this section, outline the basic details of your business, including:

  • Business name and legal structure (e.g., sole proprietorship, partnership, limited company).
  • Ownership and management team, including their relevant experience and qualifications.
  • The location of your business and the areas you plan to serve.
  • Your company mission statement and values.

Market Analysis

A thorough market analysis is crucial to understanding the competitive landscape and identifying opportunities for your domiciliary care business. Research and include the following:

  • An overview of the UK domiciliary care market, including current trends and growth projections.
  • An analysis of your local market, including demographics, demand for care services, and existing providers.
  • A SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis, identifies areas where your business can excel and potential challenges you may face.
  • A clear definition of your target audience, including their needs and preferences.

Services Offered

Clearly define the range of services your domiciliary care business will offer. It’s important to strike a balance between providing a comprehensive range of services and specialising in specific areas. Consider the following:

  • Personal care (e.g., assistance with bathing, dressing, grooming).
  • Domestic support (e.g., housekeeping, laundry, meal preparation).
  • Companionship and social care (e.g., conversation, social outings, emotional support).
  • Specialist care (e.g., dementia care, end-of-life care, disability support).
  • Respite care for family carers.

Marketing and Sales Strategy

A well-thought-out marketing and sales strategy is essential for attracting clients and building your business’s reputation. Outline your approach to promoting your services and engaging with potential clients, considering the following:

  • Branding and positioning, including logo, colours, and key messages.
  • Marketing channels, such as local newspapers, radio, social media, and online directories.
  • Networking opportunities, including partnerships with local healthcare providers, community groups, and care associations.
  • Client acquisition strategies, such as referrals, word of mouth, and targeted advertising campaigns.
  • Customer retention tactics, including exceptional care quality, regular communication, and ongoing support for clients and their families.

Operations and Staffing

The success of your domiciliary care business hinges on the quality and efficiency of your operations. Detail your plans for managing day-to-day activities, including:

  • Staff recruitment and training, ensuring that all carers meet the necessary qualifications and experience levels.
  • Policies and procedures for safeguarding clients, maintaining confidentiality, and adhering to industry regulations and standards.
  • Quality assurance measures, such as regular staff evaluations, client feedback, and continuous improvement initiatives.
  • A system for managing client schedules, care plans, and staff rosters.
  • Transportation arrangements for staff members, if required
  • Plans for investing in technology and software to streamline operations and improve client care.

Regulatory Compliance and Accreditation

Domiciliary care providers must comply with a variety of regulations and guidelines in the UK. In this section, outline your plans for ensuring compliance and obtaining relevant accreditations, including:

  • Registering with the Care Quality Commission ( CQC ) in England, the Care Inspectorate Wales (CIW) in Wales, or the Care Inspectorate in Scotland, depending on your location.
  • Developing and implementing robust policies and procedures that adhere to the relevant regulatory frameworks (e.g., Health and Social Care Act 2008, Essential Standards of Quality and Safety).
  • Ensuring staff are trained in and adhere to key legislation, such as the General Data Protection Regulation (GDPR), the Equality Act 2010, and the Health and Safety at Work Act 1974.
  • Pursuing relevant industry accreditations, such as ISO 9001 or Investors in People, to demonstrate your commitment to quality and continuous improvement.

Financial Projections and Funding Requirements

A strong financial plan is essential for demonstrating the viability of your domiciliary care business and securing funding from investors or lenders. This includes:

  • A detailed start-up budget, outlining the costs of setting up your business, such as registration fees, insurance, equipment, marketing, and initial staff recruitment and training.
  • Revenue projections for the first three to five years of operation, based on your market analysis and projected client base.
  • A cash flow forecast, illustrating your expected income and expenses on a monthly basis, including staff wages, rent, utilities, marketing, and other operational costs.
  • A break-even analysis indicates when your business will become profitable.
  • Funding requirements, detailing the amount of investment needed to launch and grow your business, and how the funds will be used.
  • A contingency plan, outlining how your business will manage potential risks and setbacks, such as changes in regulations, market downturns, or staff shortages.

Risk Management and Mitigation

Every business faces risks, and it’s crucial to identify and plan for potential challenges in your domiciliary care business. In this section, discuss the key risks associated with your business and the strategies you’ll employ to mitigate them. Some common risks and mitigation strategies include:

  • Staff shortages: Implement an effective recruitment and retention strategy, offering competitive wages, comprehensive training, and opportunities for career development.
  • Client safety and well-being: Develop and enforce robust policies and procedures for safeguarding clients, providing ongoing staff training, and maintaining high care standards.
  • Regulatory compliance: Stay up to date with industry regulations and guidelines, conducting regular internal audits and seeking external guidance as needed.
  • Market competition: Continuously improve your services and marketing efforts, differentiating your business from competitors and building a strong reputation in the community.

Exit Strategy

While it may seem counterintuitive to plan for the end of your business at the outset, having an exit strategy in place can be beneficial for both you and potential investors. Your exit strategy should outline the circumstances under which you might consider selling or closing your business, as well as the steps you would take to ensure a smooth transition. Common exit strategies include:

  • Selling the business to a larger domiciliary care provider or another interested party.
  • Merging with another care provider to create a larger, more competitive entity.
  • Passing the business on to a family member or trusted employee.
  • Liquidating the business and distributing assets to stakeholders.

Let’s sum it up!

Writing a comprehensive domiciliary care business plan is a crucial step in establishing a successful and sustainable business in this growing sector. By thoroughly researching and addressing each aspect of your business, from market analysis and services offered to financial projections and risk management, you can create a robust roadmap for your domiciliary care venture. Not only will a well-crafted business plan help you secure funding and attract clients, but it will also serve as a valuable tool for guiding your business’s growth and development over time.

Remember, the business plan is a living document, and it’s essential to revisit and update it regularly to reflect changes in the market, regulations, and your business’s evolving needs. By staying proactive and adaptive, you can ensure that your domiciliary care business remains competitive and continues to provide exceptional care to your clients.

In summary, crafting a compelling and comprehensive domiciliary care business plan involves:

  • Writing a clear and concise executive summary.
  • Providing an overview of your company’s structure and values.
  • Conducting thorough market analysis and defining your target audience.
  • Detailing the services, you’ll offer and any specialisations.
  • Outlining your marketing and sales strategy for client acquisition and retention.
  • Developing plans for efficient operations and staffing.
  • Ensuring regulatory compliance and pursuing relevant accreditations.
  • Creating detailed financial projections and identifying funding requirements.
  • Addressing risk management and mitigation strategies.
  • Considering exit strategies for potential future scenarios.

By addressing these key components in your business plan, you will be well-prepared to navigate the challenges and opportunities that come with running a domiciliary care business. As you embark on this rewarding journey, always keep your client’s needs and well-being at the heart of your decision-making and strive for continuous improvement in both your services and operations. With dedication, passion, and a solid plan in place, you can make a meaningful impact on the lives of those in need of quality home care, while building a thriving and sustainable business in the process.

Need help with developing a business plan?

Now you know about Business Plans, you may wonder how we can help you.

At Hudson, we specialise in writing bespoke business plans for Care Agencies for your marketing endeavour or as a part of the tender response. If you want an outsourced approach to writing a business plan for your care agency, our Succeed division is here to help. Our  Bid Management Consultants have over 60 years of experience in bid writing and an 87% success rate, allowing us to create a business plan funders like to see.

Need Tender Writing Help?

Tender writing.

Once you’ve found the perfect bid for your business,  send it  our way. Our  Bid Writers  can take care of the whole thing for you they’ll even submit it on your behalf. They’ll let you know what they need from you, providing you with a full  Tender Writing  breakdown.

Tender Ready

Our  Tender Ready  4-week programme is perfect for businesses that have never tendered before. A Bid Writer will work with you to ensure you have everything in place to tender successfully. Tender Ready offers your business:

  • A 12-month subscription to one  Hudson Discover
  • Access to Global Bid Directors and Senior Bidding Professionals.
  • An Organisation-wide Bid library, including 3  case studies , 5 CVs and policies.
  • Additional flexible benefits.

Tender Improvement

If you’ve been tendering but aren’t seeing success from your current efforts, our  Tender Improvement  package can help. Our Bid Team will assess your previous responses and  tender documents . They will work with you to improve for future submissions. This package includes a 12-month subscription to a Hudson Discover portal and additional tendering development services.

Tender Mentor

If you’ve written your tender response and need it double-checked for errors, Tender Mentor can help. A Bid Writer will proofread your work for any inconsistencies, grammar, or spelling mistakes. They will also ensure it’s in line with the specification before you submit it. This is a great way of improving your skills and understanding of how to polish your tender.

Additional support:

Do you only require assistance with PQQs or SQs? We can help!

Submit the relevant information regarding the work you need, and we will provide a quote for the work agreed upon.

We provide support at all levels of the bid writing process, so if you simply need it proofread before you submit it, we can also help with that!

Discover Elite

Need help finding healthcare tenders ? At Hudson, we can help you find the right tenders for your business through our sector-specific portals!

Upgrading to Discover Elite can optimise your tendering efforts!

Our two new time-saving tools can improve competitor awareness and success rate when bidding for a contract:

The Ultimate Time Save Package (for those on the go!)

  • Five tender breakdowns per month.
  • Annual subscription to two sector-specific portals.
  • Dedicated account manager.

The Become a Pre-Bid Master package

  • All of the above.
  • Seven tender breakdowns per month.
  • Bid Strategy delivered by a Senior Bid Manager (minimum five years experience). Our Global Bid Director will manage the bid strategy.

Our other divisions:

Wanting to impress a buyer? Our creative content agency Vocal is always on hand to help!

Our Vocal team are never afraid to be heard – we’re a loud bunch!

From micro-businesses to large organisations, we provide ways to make your business stand out from the crowd. We can transform your bid into a professionally designed tender document!

Vocal specialises in:

  • Copywriting
  • Illustration

Our online virtual learning environment for Education, Enterprise and Home Learners is currently being used to power our platforms – Tender VLE and Procure VLE (Coming soon).

We believe in learning at your own pace, wherever you are!

Find more helpful tips and advice in our blogs. We cover topics including:

How to prepare your graphic design business plan.

  • How to Write a Good Business Plan: 7 Tips from the Experts
  • Cleaning Services Business Plan: Explained 

How to Make a Business Plan Step by Step

How to write up a business plan: 6 tips you need to know.

  • How to Prepare a Business Plan in 8 Steps

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Contact a consultant, care agency business plan, cleaning services business plan: explained.

  • Get Help Writing a Business Plan from the Experts!

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Home Health Care Business Plan Sample

OCT.12, 2016

home health care agency business plan

Home health care business plan for starting your own agency

Home healthcare is an $84 billion industry in the US alone and it is not going to slow down anytime soon. It covers both non-medical healthcare and skilled home health care, teams. Currently, the US has over 386,000 home health care businesses and employed more than 1.7 million people approx. But this home care agency business plan is not for everyone. It involves high stress and peer pressure in its environment.

If you have a strong desire and passion for helping others, this industry is very rewarding and you can earn a lot with compassion. If you are eager in starting a home health care business and you are raising funds, it is highly recommended to come up with a well-detailed home health care agency business plan .

Executive Summary

In this section, you need to explain all the basics of your homecare business model. Explain how much amount you want to raise for the growth of your home care agency business plan while presenting the expected operations and financials over the upcoming 3 years. For Example,

Wheatland Home Healthcare Agency (Your Company Name) is a Kansas-based home healthcare agency aimed to provide home health care agency business plan services to the targeted market.

The business

If you are wondering how to start a home care agency business plan , you first need to start with arranging for sophisticated medical equipment. Make a detailed list of all the business equipment you will have to arrange.

In addition, your company should also be licensed by your respective state and who will be your partners.

When making a homecare business model, you should also include who will be the owner and main operator of the home care agency business plan . For example, Wheatland Home Health Care Agency will be based in Wilson County (the area) and owned by its operators and investors. The office will be managed in a lavish office space in Kansas.

Your customers are basically the families and individuals looking for social services and/or home health care. If you are asking how to get clients for non-medical home care business, you can generally ask attorneys, physicians, healthcare facilities and insurance companies who can refer those patients to you.

Business Target

Consider this example when writing a business plan for home health care.

Home Helth Care Business Plan - 3 Years Profit Forecast

Company Summary

When setting up a care company, you need to explain how you are going to make a presence in the market. For example, “Our agency will be based on a central location of Kansas and provide different services to clients and patients coming from Wilson, Neodesha, and Labette Counties, within the radius of 90 miles of our corporate offices.”

Here, you need to define your company and goals when you start a home health agency. You may want to promote and market your business and make an online presence by starting a website.

Company Owner

As a limited liability company, Wheatland Home Healthcare Agency is going to be operated and owned by Ethan J. Peter (name of company owner).

Along with years of experience in healthcare industry, explain the specialization and qualification of the owner.

Why the home health care business is being started?

When making a non-medical home care business plan, explain what the inspiration behind starting a home health care business is. Do you have a strong desire to help people in need which drives you to make it your profession? Do you have years of experience working with a healthcare organization and want to start your own home care agency business ?

How the home health care business will be started?

Since your company is being started, you will definitely need to address your funding matters and startup costs. In this sample business plan for home health care agency, we have listed the assets required for start-up, a breakdown of start-up expenses, total cash required, total funding, investment, capital, and other liabilities along with the startup cost diagram to illustrate the expected expenses, investment, assets, bank loans for the business plan , etc.

Home Helth Care Business Plan - Startup Cost

Services for Customers

The home health care agency’s business plan  should be aimed to help people with special needs as well as elderly in their daily activities and providing all the living help at the home. The company should also retain a skilled team of healthcare professionals, in case any specific treatment is required or in an emergency.

Along with at-home facilities, your company should also provide facilities to take them out if they are not able to drive their car. In this section of a home care business plan , you need to describe the services you have planned to offer.

As a home care agency business plan , you should ensure that all your clients/patients have been treated well. The following services should be provided by specialized health care nurses, physicians, mental health counselors, physical therapists, chiropractors, rehab counselors, and other professionals who are well versed in providing valuable services. Your non-medical home care agency business plan should include the following services –

  • Nursing Aide
  • Skilled Nursing
  • Social Work
  • Personal Injury Case Management
  • Physical, Occupational, and Speech Therapy
  • Personal Assistance Services
  • Home Medication Management

When creating a business plan for home health care agency , you may also want to provide resource linkage, assessment, planning, and reporting services for injury case management.

Marketing Analysis of Home Health Care Business

When raising funds, the best thing you can have is a foolproof business plan for home care agency to stand out in the competition and market your home care agency business . It goes without saying that home health care is a growing industry on both the national and international levels. If your community has become an over-saturated market with a lot of home health care services out there, you must have a lot of competition to face.

However, a strong marketing analysis on home care services business plan can save you and drive you to penetrate the market in the short term. You need to figure out the weak point of your competitors and make proper marketing strategies.

For better insight, consider the following home health care business plan example in this segment.

The Wheatland Home Health Care Agency’s customer base would generally consist of patients who are referred by health care facilities, physicians, and other professionals in the industry. Only a small percentage of patients will be covered by any private insurance company because most of them will be insured by Medicare.

For the Personal Injury Case Management part of our business plan for domiciliary care agency , the customer base generally includes the patients who have been injured in any kind of accident or in the job. These patients will usually get referred from lawyers looking for case management services for them or insurance providers seeking help to mitigate the loss of their clients and injuries.

Market Trends

The target customers of personal injury case management, as well as home health care agency business plans , usually don’t do comparison shopping directly. They usually prefer the health care providers who are referred by their physicians.

When it comes to assessing competition in the field of home health care, the most vital aspect here is consulting with other professionals and asking them to refer their clients to your agency. For doing this, your agency should provide the best patient care and showcase professional business management and organization, and pertinent and current qualifications. It will help you to capture most of the personal injury case management and home healthcare market in your respective area.

Marketing Segmentation

The target market for home health care business should be an aging population who prefer to stay in their homes most of the time and go out mostly for seeing doctors instead of being admitted to a nursing home. Your target market should cover especially the patients who are aging and need proper health care services from a well-trained nursing team. They may also call for other home care services like social work, to gather important resources from the community.

Home Helth Care Business Plan - Market Analysis

Next up, you may want to target the people who need personal injury case management solutions. You can help them in dealing with financial, medical, and work-related issues.

Since you are specialized in community-oriented services and home health care services, your target should be the segments where your services are needed the most. By working for those market segments, which need home care services only, you can save overhead expenses significantly, as you will not have to set up another office space.

Product Pricing

When acquiring home health care services, trust is the major aspect for both referring professionals and customers. They should have faith in your home care service for reliability, professionalism, and quality.

The customer’s choices do not get affected with the pricing of your services. A lot of those services are covered under Medicaid, Medicare, and private insurance providers and the rates are set by them.

Pricing is a very determining factor for personal injury case management. It varies from case to case and is paid on an hourly basis, which is subject to negotiation. When it comes to providing personal injury case management, the pricing would be estimated on the total time required for the client.

Absolutely great experience I am really …

Absolutely great experience I am really impressed thanks Alex

Home Health Care Marketing Strategy

So you have developed a full-fledged domiciliary care agency business plan and go through all the complex processes of Medicare and state certificate. You have also recruited experienced professionals.

The next thing to consider in a free business plan for home health care agency is the way to attract clients. This is where you need proper marketing strategies to ensure success.

Competitive Analysis

In this free home health care agency business plan , we will start with your competitive edge. If you have learned a lot of daily administrative duties and have experience in home care agency business plan , you can make it successful. Your reputation can help you build a solid client base even before starting your home care agency business plan .

Sales Strategy

Here, you need to provide the best patient service and ensure complete satisfaction from referring to healthcare facilities and physicians.

Sales Monthly

This part should contain your projected monthly sales in home  care agency business .

Home Helth Care Business Plan - Sales Monthly

Sales Yearly

Define annual projected sales from your home care agency business  for three years in this section.

Home Helth Care Business Plan - Sales Yearly

Sales Forecast

It reflects the conservative average of your patients during the first year along with modest year-by-year rise. It should be based on the total patients you are seeing currently in your home health care business.

Home Helth Care Business Plan - Unit Sales

Personnel plan

In this sample business plan for home care agency, the following points should explain your staff requirements, benefits, and costs needed to hire them. You should also consider the cost of living of employees without affecting your administration. Project the growth of the client base without any impact on payroll because of increased working hours.

Company Staff

In this part of home health care agency business plan free, explain the number of employees as well as who will be hired for what services and for how many hours.

Average Salary of Employees

This part should contain the breakdown of an average salary of each employee in your organization for the next three years.

Financial Plan

As discussed, you may want to use your cash flow to finance your growth. It will ensure slow but steady growth. The collection of dues plays a very vital role in non-medical home care business profits. The services will be mainly reimbursed by insurance providers.

Important Assumptions

The assumptions table showcases major annual assumptions based on tax rates, interest rates as well as staff requirements. For example, we assume no major recession and strong economy, as well as no major and unexpected change in federal policy.

Brake-even Analysis

In a home health care agency business plan , the brake-even analysis is based on Average Variable cost (per unit) and fixed monthly costs.

Home Helth Care Business Plan - Break-even Analysis

Projected Profit and Loss

You need to project the overall profit and loss, with sales, rise over the next three years and profits should be notable in the beginning. Also, project your expenses and primary costs in providing services on a monthly and annual basis.

Profit Monthly

In this section, you need to show the detailed overview of your monthly profits for the 12 months in the next 3 years.

Home Helth Care Business Plan - Profit Monthly

Profit Yearly

Your investors may also want to know the annual profits your business can make. It will also help you determine the estimate annual profits for the next 3 years

Home Helth Care Business Plan - Profit Yearly

Gross Margin Monthly

Home Helth Care Business Plan - Gross Margin Monthly

Gross Margin Yearly

Home Helth Care Business Plan - Gross Margin Yearly

Projected Cash Flow

Home Helth Care Business Plan - Project Cash Flow

Projected Balance Sheet

The projected balance sheet of your home care business should show sufficient net worth growth and healthy financial state.

Business Ratios

The projected business ratios should be based in comparison with home health care standards. Expect to have healthy ratios for risk, profitability, and returns.

Download Home Health Care Business Plan Sample in pdf

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Home Health Care Services Business Plan

Start your own home health care services business plan

Wheatland Health Services

Executive summary executive summary is a brief introduction to your business plan. it describes your business, the problem that it solves, your target market, and financial highlights.">, opportunity.

There is a significant need for quality home health care and social services within this region and we believe that by employing competent and well-educated staff and providing them with organized and responsive management, we can become the home health care/social service agency of choice in Southeastern Kansas.

Wheatland Health Services offers a unique combination of premier home health care and community-based social services to Southeastern Kansas.

The consumer base for Wheatland Health Services (Home Health Care Services) will be patients referred by physicians, health care facilities and other health care professionals. The majority of these patients will be covered by Medicare with a smaller portion being insured by Kansas Medicaid or other private insurance carriers.


The key factor considered by both consumers and referring professionals when purchasing home health care is trust in the professional reputation, reliability and quality of services provided by the home health Agency.

Wheatland Health Services strives to offer excellent and affordable home health care and community-based social services to individuals and families of Southeastern Kansas.


We are projecting growth and total annual sales very conservatively, with high projected expenses. Our cost of sales is relatively low, as this is a service agency and the primary costs involved in providing the services are those related to payroll. The costs of sales reflects the cost of mileage reimbursement to employees, because the services we provide are home- and community-based and require travel to and from service locations.

Financial Highlights by Year

Financing needed.

We will use $70,000: $50,000 five year loan and $20,000 cash from Elizabeth Patzer

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business plan for domiciliary care agency pdf

agency care staff new logo

Domiciliary Care Company


All in one place

We offer a wide range of services to help you kick-start your domiciliary care business, the right way.

Beautiful design

We are capable to build modern looking brands, this includes website, logo, and documentation. Your business will stand out for sure.

One to One coaching

Each project is unique and we sit down with our clients and give them ideas, advice and coach them for a better outcome.

Customer Satisfaction

We have 100% customer satisfaction rate because we are not rushing. We only complete a project when the client is happy.

Are you looking to start a Domiciliary Care Agency? Let us do the first (and the most important) steps in your business.

Below is a list of services that we offer to help you kick-start your business.

You can select the services that you need. 


  • 5 to 10 pages
  • Google Analytics
  • Chat capabilities
  • Contact form
  • Online job application form
  • GDPR Compliant

Website Hosting

  • 99.9% up time
  • Free SSL Certificate (the lock)
  • Unlimited storage
  • for 100.000 visits a year
  • Fast loading time

Professional email addresses

  • Up to 100 email accounts
  • 1GB storage per account
  • 99.99% up time
  • Installation support on your devices

Google Business Profile

  • Account setup
  • Account verification
  • Map (directions)
  • Call button
  • Website button
  • Branded with your logo
  • Professional design
  • Can be dowloaded from the website
  • Word and PDF format

Job Application Form

  • Full staff information
  • Your contact details in the footer

Business Plan

  • 3 years forecast
  • Business profile
  • Turnover calculation
  • Profit/Loss calculation

Staff contract

  • Terms and conditions
  • Legal requirement
  • Editable template

Staff Handbook

  • With your logo
  • Legal information
  • Outlines company policies
  • Staff acknowledgement page

Terms & Conditions

  • Cancellation policy
  • Payment policy
  • Word format (editable)

Interview Forms x3

  • Care Assistant
  • Senior Care Assistant

Reference Forms

  • Reference request letter
  • Reference request form
  • Research for your area
  • Weekdays/Weekends rates
  • Day/Night rates

Invoice Template

  • Payment details
  • Invoice number
  • Add unlimited entries
  • Simple and clean design

Policies and Procedures

  • Copyright in the footer
  • Monthly updates
  • In line with the latest legislation
  • Keep your business covered
  • Over 300 policies
  • Service user guide
  • COVID-19 policy

Staff Profile

  • Name of the Staff Member
  • Contact details
  • Training details
  • COVID-19 Vaccines

Mileage Form

  • Track Your staff Mileage
  • Word Format(editable)

Staff Feedback Form

  • Track Your Staff Performance
  • Gain Trust from Clients

Accident/Incident Investigation Report

  • Keep your business safe

Care Templates

  • Care needs covered
  • Risk Assessments
  • Daily Charts
  • Editable templates

New Client Assessment

  • Service User's Profile
  • Medical History
  • Clinical Needs
  • Mental Health Needs
  • Covid-19 Status

Short Video Presentation

  • Your business presentation
  • Area covered

Logo design and Branding

  • Professional logo
  • Unlimited reviews
  • Brand colour selection
  • 2 logo variations
  • Dark and Light background
  • jpg, pdf, png and vector format

Staff badge design

  • Your logo applied
  • Brand colours
  • Support with printing

Social Media Accounts

  • "Follow us" on your website
  • Business description
  • Business contact details
  • 4 branded posts
  • Double sided
  • Stunning design
  • Full colour
  • Premium gloss finish
  • Delivered to your door

Business Cards

  • QR code to your website
  • Quality Paper

Headed Letter

Compliment slip, email signatures.

  • Professional Design
  • Your contact details
  • Links to social media
  • A must for any business
  • Remote setup

Business Registration

  • Fast and Secure
  • Confidentiality
  • Private Ltd.
  • Correct setup

Virtual Landline

  • 5 min to install and ready to use
  • £40 (+VAT) Setup fee
  • No actual landline phone
  • Transfer all calls to a mobile
  • Calls will ring an app on your mobile phone
  • You can ring back using the landline number
  • 0333 number
  • Record branded voicemails
  • Never miss a call
  • Out of hours message

CQC Mock Inspection

  • Responsive?

Statement of Purpose

  • We write it for you
  • 3-5 reviews
  • Your services

Coaching Webinar

  • Minimum 2 hours
  • We cascade our knowledge
  • Learn how to run your business
  • Zoom webinar
  • Ask us any question
  • How to increase your chances
  • Decide if this business is for you

CQC Registered Manager application and interview guide

  • Questions CQC may ask
  • The process of application
  • Step by step
  • Tips to pass interview
  • What you need to prepare

Job adverts

  • Job description
  • "Apply online" button

Members area

  • Profile picture
  • Create a a profile
  • Cover picture
  • Browse members
  • Manage your listing (edit, update, delete)
  • Manage your job adverts (add, edit, delete, mark as filled)

Listed on our website

  • Found on Google
  • More chances to be found as a business

Total: £5,545 (+VAT)

£6,654 (vat incl.), each item in the starter pack can be sold separately., the timescale of completion for the full starter pack: 4 to 6 weeks., additional services, website maintenance.

  • Includes Website and Email
  • Fixing errors
  • Update Plugins
  • Monitoring for downtime
  • Optimisation
  • Increase brand awareness
  • 3 posts per week
  • 3 social media platforms
  • Accounts monitoring
  • Monthly Payments
  • Business is covered
  • Add your logo
  • Uniform included
  • Select your uniform
  • Full colour embroidery
  • Free delivery

CQC Registration

  • Full Support
  • We have all the CQC required forms
  • Documents checked before submitting
  • Application via the CQC Portal
  • Minimising the risk of being declined
  • CQC Interview guide
  • Ongoing support during registration

Advertising Banner

  • Custom size
  • Outdoor or indoor
  • High Quality
  • Wind resistant

Accountancy Services

  • Trusted Tax and Business Advise
  • Annual Financial Accounts preparation and tax returns
  • Book-keeping, VAT Making Tax Digital (MTD)
  • Payroll Services Real Time Information (RTI)
  • Custom Company Formation
  • *Free Initial consultation (1st half hour) followed by £300 on-board deposit and monthly standing order.

Promotional Products

  • Water bottles
  • Stand-up Banners

Tender writing

  • From the best tender writers in the UK
  • Tailored to your business
  • High success rate
  • Fast turnaround
  • Increase your chances to get contracts

Have you got any questions?

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agency care staff new logo

Contact Page

Copyright © 2018-2022 Agency Care Staff LTD.

Registered in England & Wales.

Company no. 13609279

Terms and Conditions  |  Privacy Policy

Supporting documents (domiciliary care agencies)

You must include all these documents with your application.

We will return your application if you do not do so.

Save each document as a separate file. Name each file so we know what it is. For example 'business plan'.

Your application must include a business plan that describes your core business activities and objectives, and how your business plans to achieve its goals.

Your plan should include at least:

  • an executive summary
  • a description of the company
  • details of the services
  • information on market research you’ve done
  • the company’s management structure
  • 2 years' financial forecast

You must include a governance policy.

Governance is the system of rules, practices and processes you use to manage your business effectively.

This document shows us that you have effective governance to run a well-led service and provide a high standard of care. It should be specific to your service and should at least include how you will:

  • manage and govern your organisation
  • continually assess and improve your governance practice
  • seek and act on feedback from people using the service
  • assess, monitor and improve the quality and safety of the services you provide
  • securely maintain accurate, complete and detailed records of each person using the service and records relating the employment of staff
  • meet statutory requirements such as the General Data Protection Regulation (GDPR). See the Information Commissioners Office (ICO) guide to data protection (opens in new tab) .

You must provide information on how you will assess the risk of infection and how you will prevent, detect and control its spread. The document should include at least:

  • your systems to manage and monitor the prevention and control of infection
  • how you will assess the risk of infection – you should consider how susceptible the users of your service are and any risks their environment and other people may pose to them
  • reference to the Code of Practice on the prevention and control of infections , issued under The Health and Social Care Act 2008
  • the protocols in relation to COVID-19 and staff vaccination status
  • access to Personal Protective Equipment (PPE) and what will be available

You must tell us if you intend to support people with their medicine and demonstrate to us that you have the appropriate procedures for the safe and effective management of medicines and associated equipment.

This document should at least:

  • reflect relevant guidance from the National Institute for Health and Care Excellence (NICE)
  • include the process for administering someone's medicine in their home
  • reflect the '6 rights of administration'
  • set out governance arrangements for medicines administration records to make sure they are accurate and up to date
  • set out the training that staff who will administer medicines receive and how you will monitor their competence
  • explain how you will monitor records for medication errors and omissions
  • reflect guidance specific to the service user groups you apply for. For example, 'Stopping over medication of people with a learning disability, autism or both' (STOMP)

You must provide information about your policy and procedures on safeguarding, and provide guidance about how people can raise concerns about abuse. Your policy must set out the specific procedures for the different types of services and age groups.

This information must be accessible to people who use your service, their advocates, those lawfully acting on their behalf and those close to them, as well as to your staff.

This document should at least include:

  • what constitutes abuse
  • the different types of abuse
  • preventative measures
  • overview of the safeguarding procedures, with reference to current legislation
  • the systems for staff and people using the service to raise concerns
  • the safeguarding lead for the organisation
  • responsibilities for handling an allegation of abuse
  • the local authority safeguarding contact details

The statement of purpose is a legally required document that must include a range of information about you and the care services you will provide.

We may return, reject or refuse your application if your statement of purpose does not include all the required information and match your application.

Your statement of purpose must include at least all the information listed under Schedule 3 of the Care Quality Commission (Registration) Regulations 2009 (as amended 2012).

Find out what your statement of purpose must include.

Register as a new provider | 5. Statement of purpose

Related content

Key lines of enquiry for adult social care services: what we look at when we inspect and monitor

Applications from domiciliary care agencies (DCAs) to provide personal care

If you're applying as a domiciliary care agency (DCA) to provide the regulated activity of personal care, check you meet the requirements .


Sample Home Healthcare Agency Business Plan Template

Home healthcare business plan sample.

Do you feel that you have great experience in dealing with patients? If yes, then you should consider starting a home care business for the elderly. Providing home health care service has a lot of profit in it but it is not a job for everyone.

For you to successfully set up a home health care business, there will be a need for you to gain licenses from your city, state and country agencies that you wish to operate in. You will also need to invest in equipment and employees, especially when you do not have a deep background in healthcare.

Understanding the sense of responsibility and liability that accompanies starting a healthcare business is also important. In this article, you will learn how to successfully start a home health care business.

1.  Write your Home Care Business Plan

A business plan is very important for any business, and a home health care business is no exception. When you are about to write out the business plan, completely detail the structure of the business, financial needs and forecast, marketing strategy and growth plan for about 5-6 years.

Your business plan has to be very detailed and feasible. This is because running a home health care business requires a lot of expensive high-tech equipment, so you might need to get a loan. Getting a loan will definitely be difficult without a good business plan.

2.  Market Research

Before you decide where to set up your home health care business, you need to make a market research and understand where the need for your service is needed the most. It would be unwise to start up our business without carrying out this research because the location is important when starting up this business.

3.  Licensing and Certification

Running a home health care business can be likened to running a mini hospital. So, you will need licenses and certification as per the area or city that you are living in. A lot of paperwork is involved, sometimes you might even write an exam.

You also might be required to have a state board of health permit. Your business also has to be incorporated. You will also need to have hospital and medical insurance documents.

Note that the processes vary depending on the area that you are about to start the home health care business in.

4.  Staffing and Hiring

In other businesses, your staff help to promote the product that you are selling, in-home health care business, however, your staff is the product. How? Your staff is the ones providing the service that is needed. How your staff relates to your patients can either make your business grow or not.

Since you want your business to grow you need to hire the best your budget can afford. If you are not a health professional, then it is very important that you hire one, especially one that has experience of over 2 years. You also need to hire nurses, drivers, and cleaners among others.

You could use health agencies when looking for staff to employ. Be careful however of the people you employ. Run background checks on them so as to confirm that they really are who they say they are. It would be bad for your business to hire someone who has been suspended or sanctioned for malpractice on a previous job.

5.  Marketing Strategy

Almost everything is now in place. All you need now are your first clients. There are a number of strategies that you could use to make people start patronizing your services.

  • You Could Build a Website

This is one good strategy used these days to market any business. Although your prospective clients themselves may not know their way around the computer, their children certainly do. Setting up a website will make you visible to them.

On the website, be sure to include your contact information and other information that will make them attracted to you.

  • Partner with Hospitals

This is another effective marketing strategy you can use to get patients for your home healthcare business.

Partnering with hospitals can greatly increase your exposure. When doctors have patients that need a particular service that you provide, they can easily refer these patients to you.

  • Attend Conferences and Trade Events

Attending conferences and trade events can also help get your home healthcare business services out. Before or after any conferences or trade events, you should be able to network with participants and exchange business card. You should never underestimate the power of conference meetings.

  • Television/Radio Advertising

If you have a fat budget, you could decide to pay for your advertisement to play on the television or on the radio. This is also a sure way of getting your you clients.

6.  Have Excellent Customer Service

The key word here is ‘Excellent’. It is one thing for your clients to come around once, it is another for them to come again and again. Excellent customer service will help you to make this happen. Your clients want to be well taken care of, you need to provide that, and even extra.

Your excellent customer service might even make them tell others about your business. If done well, this can give your business positive results and get your business name out there.

Running a successful home healthcare business is not easy, it requires money, patience, and hard work. Be conscious of the need of your clients and also the regulations of the area that you are living in.

If you are looking for a sample medical home care business plan template , here is a business plan for starting a medical home care agency.


Medical home care business is a health business that deals with offering healthcare service especially to senior citizens, and on special cases or during an emergency they open the service for anyone.

In this article, I present to you a sample medical healthcare business plan that can be consulted when planning to start the business, and at the end of our discussion, you should be set to start your own medical healthcare service.


Executive Summary

Our Product and Services

Vision Statement

Business Structure

Mission Statement

  • Market Analysis

Sales and Marketing Strategy

  • Financial Plan

Competitive Advantage

  • Conclusions

Skywalk medical home is a business that is fully registered and has fulfilled all the legal requirements for starting a business in Los Angeles, United States of America. Our business will do all in its power to deliver the best medical service for people.

Tyler Brown and John Stone will both be the owner and manager of Skywalk medical home, located in Los Angeles, United State of America. At the moment, they have been able to amass a total of $2,000,000 from their personal savings and sales of some of their properties, they will be looking forward to getting a loan of $2,000,000 to complete the startup fund amounting to $4,000,000.

Skywalk medical home is in the medical business to provide the best service for all individuals. Our services are not time-based and we will only be attending to patients who are duly registered. Our headquarter will be located in Los Angeles in the United States of America.

Our vision in the medical industry is to become a standard medical home care who will give perfect health care services to everyone; we are looking forward to making our business a household name in the next three years.

Skywalk medical home mission in the healthcare industry is to become a very reputable and important tool in dispensing the best healthcare service for our clients. We are hoping to build a business that will benefit everyone who needs basic health care.

Our business owners know the importance of their structure and staffing as a function of success to their business.

We are looking forward to taking our recruitment seriously and make sure we acquire the best heads in the healthcare industry to deliver the best services, the positions to be filled include:

  • Manager (CEO and Owners)
  • Doctors (2)
  • Health record personnel
  • Attendant (6)
  • Security personnel

Market Analysis Market trend

One notable trend in the medical industry involves only those who have the best workers who attend to patients in a tender, loving and caring way as the best in the industry. Pricing for their treatments also defines how successful a business will be if affordable people will come, if not they won’t see them as an option.

Target Market

Below are some of our identified target markets:

  • Individual and households.

Sales and marketing strategy is one factor that also defines the success of any business in the healthcare industry, Skywalk is so much aware of this fact and we have made plans to market our self the best way by recruiting the best marketing agent available, other plans include:

  • Sending a letter of introduction to industry and offices and distribution of fliers and business cards.
  • Advertising our services on popular news media like television stations, radio stations, newspaper, and magazine.
  • Using the internet to inform people about our business especially the social media platform.
  • We will make use of banners and posters to broadcast our business.
  • Listing our business on the yellow pages.

Financial Plans Source of Startup capital

Skywalk medical home is in the business to offer the best service for their clients. But to start any business, money is definitely needed.

Tyler Brown and John Stone has made plans to raise needed funds to start their business, as of present they have amassed a total of $2,000,000 from their personal savings and sales of some of their properties, they will also be looking forward to get a loan of $2,000,000 to complete the startup fund amounting to  US $4,000,000.

Although we are new in the home healthcare industry, we are not going to turn our self into kids for others to play with, we will be taking a leaf from our predecessors on ways to run our business and we will compete with them reasonably to help us deliver the best service.

In this article, we have discussed in details all that is needed to start a medical healthcare service. The business is named Skywalk medical home and it is owned by Tyler Brown and John Stone who have both been involved in some business prior to this.

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