The Elder Companion Training Program
The Elder Companion training program is designed to train persons interested in becoming employed by local service providers as sitter/companions for the elderly. The objective of the program is to help participants develop the necessary skills to provide high-quality care including: assistance with daily living activities, home management services, and companionship for the elderly adult.
This training course is preparatory to studying to become a certified nursing assistant (CNA).
In the Elder Companion training program, the following topics are addressed:
- Lesson 1 Roles and Responsibilities
- Lesson 2 Aging
- Lesson 3 Communication
- Lesson 4 Nutrition
- Lesson 5 Home Maintenance and Safety
- Lesson 6 Stress Management
- Lesson 7 Time Management
- Lesson 8 Leisure Activities
- Lesson 9 Getting a Job
In addition to the nine topics that are taught as Lessons 1 through 9 in a classroom setting, training program participants will be required to make a field observation at an elder care facility. An Agent's guide and observation form are provided in Attachment 1.
Assumptions about the Elder Companion Training
The Elder Companion Curriculum is designed to serve as a training guide for use by Extension faculty or other professionals with expertise in the subject or content and type of learning activities to be used.
The design of the training should be individualized to meet the needs of the local job market for elder sitters/companions.
Training can be delivered in an approximate time frame of 35-40 hours with a minimum of 5 hours being a field observation at an elder care facility. Teaching/learning activities include short lectures, group discussions, demonstrations, skills practices, role playing, written exercises and hands-on experiences for work with the elderly.
The Elder Companion Training will be used to train people for employment by service providers/agencies. The initial cost of liability insurance and bonding make self-employment prohibitive for most participants.
If the service provider/agency that employs the Elder Companion is required to provide a privacy practices notification in compliance with the Health Insurance Portability Act (HIPAA), it is their responsibility to send the notice to the client.
All participants will be required to sign the form releasing the University of Florida of any liability.
Participants who complete a minimum of 30 hours of class time and the field observation will receive a completion certificate from the agency providing the training.
Program Planning and Implementation Guide
- Contact your area/local agency on aging. They can provide information on the employers in your area.
- Assemble a group of people who will be hiring people as elder companions. Involve them in identification of
-
- requirements for employment;
- training needs; and
- job availability.
- The following curriculum of this series is available on the ASK IFAS website:
-
- Role/Responsibility of a Companion
- Sensitivity to Aging
- Communication Skills
- Time and Stress Management
- Managing Nutritional Needs
- Home Maintenance
- Using Leisure Time
- Getting a Job as an Elder Companion
- Compare local needs and requirements with what Cooperative Extension or other agencies are prepared to offer. Using this information, develop a plan of action.
- Determine how potential trainees will be identified. Will they be screened for interest in working with the elderly? Will they do background checks?
- Determine the dates, location and persons who will be involved with the training (i.e., instructors, resource persons). Confirm any outside instructors who will take part in the training. Identify the locations for clients to complete their field observations and confirm dates and times.
- Duplicate any materials needed for the training. Handouts should be provided for each participant. These are a part of each lesson and are designed to be used as overheads.
- Conduct the training.
- Give Pre-tests before each lesson and Post-tests after each lesson to determine how much knowledge each participant absorbed. (See Attachment 2.)
- After the training, issue certificates to individuals who complete the training. It will be necessary to keep an attendance record for each participant to insure that they complied with the completion requirements. (See Attachment 3.)
- At the final session, have clients evaluate the training program. Evaluation forms are provided in Attachment 4.
Selection Process Considerations
Background Screening
Many of the companion/sitter jobs being advertised require background screening, drug testing and clearance by the Florida Abuse Registry under the Department of Children and Families. When taking a position with a service provider and/or agency, the background check and abuse registry requirements must be met within five days of the person going to work. There is a nominal fee for the background check.
It would seem reasonable that part of the screening process should be to eliminate people who are known to be drug users, or who have criminal or physically/mentally abusive backgrounds. This elimination process will avoid raising false hopes for obtaining employment. Some of the local providers for the job training are going to require the background checks as a prerequisite to participation in the training. Other sites will allow anyone to be trained and require the background checks as a condition of employment.
Issuing a letter along with the completion certificate will serve as a reference for future employment. The letter will state that the background checks, drug use and abuse register clearance are the responsibility of the employer. A sample of this letter follows for your use and/or adaptation.
Sample Letter to Prospective Employers
Desirable Skills
Many of the jobs being advertised require the following skills/resources as a condition for employment:
- Ability to Read: The newspaper, the mail, directions on prescription bottles, preparation instructions for food, use of cleaning supplies.
- Valid Driver's License: To drive the elderly client to doctor appointments and/or the store.
- Reliable Transportation: To get to work and arrive on time.
With the exception of ability to read, these are not requirements to participate in the training, but they would make the person more employable.
Desire to be Elder Companion
Working as an elder companion/sitter is not suitable employment for every individual. Even though there is an increasing need, placing the wrong person in a position with elderly clients could create a potentially harmful situation. It is highly desirable that only participants who are interested or have some experience in this type of employment be trained as Elder Companions.
Suggested Program Outline
This is a suggested outline for the Elder Companion program. It can be adjusted as needed. Time frames allocated will depend on the size of the class. You and your community resource person or other collaborator will determine the amount of time during any given day that the clients can attend training. It may only be possible for a half day and not for an entire 8 hour day.
DAY ONE
Roles and Responsibilities
Aging
DAY TWO
Communication
Nutrition
DAY THREE
Home Maintenance and Safety
Stress Management
Time Management
DAY FOUR
Leisure Activities
Getting a Job
DAY FIVE
Field Observation
Table 1. Day one suggested daily schedule.
|
Time |
Content |
Resource Person(s) |
|---|---|---|
|
8:30–9:45 |
Welcome Registration Get-acquainted Overview & Objectives Agreement |
County Faculty |
|
9:45–10:30 |
Introduction to the Job |
|
|
10:30–10:45 |
Break |
|
|
10:45–12:00 noon |
Introduction to the Job (continues) • Clients' Rights • Roles and Responsibilities • Personal Appearance • Personal Qualities • Ethics • Do's and Don'ts • Emergency Situations • Daily Activity Log |
County Faculty and person from hiring agency |
|
12:00 noon–1:00 |
Lunch |
|
|
1:00–3:00 |
Aging • Who Are the Elderly? • Facts about Older Americans |
County Faculty; person from Area Local Agency on Aging |
|
3:00–3:15 |
Break |
|
|
3:15–4:30 |
Aging (continues) • Physical Changes of the Elderly • Elder Abuse |
County Faculty; person from Area Local Agency on Aging |
Table 2. Day two suggested daily schedule.
|
Time |
Content |
Resource Person(s) |
|---|---|---|
|
8:30–10:30 |
Communication with the Elderly Communication Process Basic Human Needs Self-Awareness Sending A Message |
County Faculty |
|
10:30–10:45 |
Break |
|
|
10:45–12:00 noon |
Communication (continues) Active Listening Physical and Emotional Blocks to Communication |
County Faculty |
|
12:00 noon–1:00 |
Lunch |
|
|
1:00–3:15 |
Managing Nutrition Nutritional Health Food Guide Pyramid Are My Hands Clean? How to Measure Food Safety Guidelines |
County Faculty; local dietitian |
Table 3. Day three suggested daily schedule.
|
Time |
Content |
Resource Person(s) |
|---|---|---|
|
8:30–10:30 |
Home Maintenance and Safety What Is Clean? Keeping the Client's Home Clean Organizing for Cleanliness |
County Faculty |
|
10:30–10:45 |
Break |
|
|
10:45–12:00 noon |
Home Maintenance (continues) Managing the Laundry Sanitation Procedures Safety Agreement with Client |
County Faculty and person who works doing home maintenance |
|
12:00 noon–1:00 |
Lunch |
|
|
1:00–3:00 |
Stress Management Stress ... What Is Yours? Warning Signs of Stress Job Stress for the Elder Companion Strategies to Deal with Stressors |
County Faculty, Psychologist, Mental Health Professional |
|
3:00–3:15 |
Break |
|
|
3:15–4:30 |
Time Management How Do I Spend My Time? Prime Time Making Better Use of My Time |
County Faculty |
Table 4. Day four suggested daily schedule.
|
Time |
Content |
Resource Person(s) |
|---|---|---|
|
8:30–10:30 |
Leisure Activities Purposes of Leisure Activity for the Elderly Possible Activities for My Client |
County Faculty and/or Recreation Staff Member |
|
10:30–10:45 |
Break | |
|
10:45–12:00 noon |
Leisure Time Exercises Simple Exercises to Use with Clients |
Exercise Physiologist |
|
12:00 noon–1:00 |
Lunch |
|
|
1:00–3:00 |
Obtaining Employment Things I Like About Me What Do Employers Look For? Resume Writing and Application Completion Getting Letters of Reference |
County Faculty and employer of Elder Companions |
|
3:00–3:15 |
Break |
|
|
3:15–4:30 |
The Interview Process Preparing for the Interview The Job Interview Contract for the Elder Companion |
County Faculty or Human Resources Director |
Elder Companion Training Outcomes and Student Performance Standards
Table 5. Required Section (25 hours)—Assist in the Care of the Elderly.
|
Behavioral Outcome |
Activities |
Handouts |
|---|---|---|
|
Describe the role of the companion in providing care and assistance to an elderly person. |
View clips from Driving Miss Daisy video. (Available at most video rental stores.) Make a list of the roles performed by a companion |
Roles and Responsibilities of the Elder Companion Guidelines for Personal Appearance Personal Qualities Ethics Client Rights |
|
Describe the physical, social, emotional and mental changes that may take place in aging. |
Sensory Exercises |
Physical Changes of the Elderly and Ways to Help |
|
Describe the special needs of the elderly. |
Sensory Exercises |
Physical Changes of the Elderly and Ways to Help |
|
Identify own feelings toward the elderly. |
Case Study |
|
|
Describe problems of clients with decreased mobility, decreased vision or hearing, decreased tactile acuity, low energy, and confusion. |
Sensory Exercises |
|
|
Describe symptoms of abuse and neglect. |
Exercise: Abuse and Neglect of the Elderly |
Emergency Reporting |
|
Review the laws in reporting abuse or neglect of an elderly person. |
|
|
Table 6. Apply Effective Human Relationships and Interactions.
|
Behavioral Outcome |
Activities |
Handouts |
|---|---|---|
|
State four physical needs that all humans share. |
Human Need Scenarios |
Basic Human Needs |
|
State three psychological needs that all humans share. |
|
|
|
Describe how individuals and families differ. |
Case Study |
|
|
Describe the need for dignity and circumstances that contribute to loss of self-esteem in elderly. |
Case Study |
|
|
Demonstrate how emotional control affects human interactions and changing relationships and/or communication. |
Case Study |
|
|
Explain what is meant by communication, and what is verbal and non-verbal communication. |
Exercise: Self-Awareness and Communication |
Suggestions for Communicating Behaviors That Interfere with Listening |
|
Demonstrate active listening skills. Communication skills. |
Exercise: Receiving Messages Exercise: Stating and Listening to Differences Exercise: Active Listening |
Suggestions for Active Listening |
|
Demonstrate patience and techniques for working with other family members. |
|
|
Table 7. Assist Clients with Personal, Social, and Recreational Matters When Needed.
|
Behavioral Outcome |
Activities |
Handouts |
|---|---|---|
|
Explain the importance of family and friends as part of the support system. |
|
|
|
Explain the role of the companion in assisting a client with social and leisure activities such as reading, board games, music, or other social and recreational activities. |
|
Possible Activities |
|
Identify accountability tools to show interaction with the clients ...daily log/schedules. |
|
Daily Log |
|
Demonstrate Exercises for Older Adults. |
Role Playing of Exercises for Older Adults |
Exercises for Older Adults |
|
Describe client's need for privacy and confidentiality. |
Case Study |
|
Table 8. Assist in Maintaining a Safe and Sanitary Environment for Clients and Provide Personal Care Services for Clients.
|
Behavioral Outcome |
Activities |
Handouts |
|---|---|---|
|
Demonstrate proper hand washing techniques. |
Hand washing exercise using black light. |
When to Wash? |
|
Demonstrate proper storage and preparation of hot and cold foods. |
Practice Demonstration Safety in the Kitchen Check Sheets on Kitchen Hazards |
Prevent Food Poisoning, Food Safety and Storage |
|
Describe how the spread of disease is controlled in the home in relation to kitchens, bathrooms, laundry, dusting and food handling. Demonstrate sanitation as it relates to laundry; if the person has an accident and soils themselves or bed, action has to be taken. |
What Is Clean? Tools to Do the Job Cleaning Agents to Do the Job How to Clean Organizing to Get the Work Done |
Household Tasks—Rules of Organization House Cleaning Plan Weekly Plan for Household Cleaning |
|
Describe emergency response: phone numbers, directions to the house, fire extinguishers. |
Role play emergency situation |
Emergency Reporting |
|
Identify safety measures necessary for maintaining a safe environment such as clear traffic areas or walkways, loose rugs, electricity and safety bars. |
View pictures and/or video that illustrate home hazards and identify them. |
Household Safety Checklist Safety for Older Adults |
|
Provide Personal Care Services for Clients |
|
|
|
Explain the difference between administering medication and assisting with medication. |
Role playing assistance with medication |
Do’s and Don’ts |
Table 9. Demonstrate Stress Management.
|
Behavioral Outcome |
Activities |
Handouts |
|---|---|---|
|
Identify factors that create negative stress and explain how they affect behavior. (Needs to include alcohol.) |
Know Your Stressors Warning Signals of Stress |
Stress Diary Check for Behavior Warning Signals |
|
Describe methods of managing stress such as diets, leisure activities and exercise. |
Role play what can be done for stress management |
Steps to Manage Stress Handout on Exercise Handout on Leisure Activities |
|
Explain how problem-solving techniques help in stress management. |
Stressful Situations Scenarios |
Stress for an Elder Companion |
Table 10. Demonstrate Employability Skills.
|
Behavioral Outcome |
Activities |
Handouts |
|---|---|---|
|
Look for a job. |
Things I Like About Me |
|
|
Secure information about a job; skills and training required by the job. |
Job Search |
|
|
Describe documents that may be required when applying for a job. Information needed to apply for a job. |
Resume Writing The Application |
|
|
Complete a job application form correctly. |
The Application |
|
|
Demonstrate competence in job interview techniques. (Do's and Don'ts in the interview.) |
Preparing for a Job Interview |
Questions You Can Ask Questions Not to Ask |
|
Identify acceptable work habits. (No smoking.) |
What Do I Have to Offer |
|
|
Demonstrate acceptable employee health habits. |
|
|
|
Write a resume for this specific job. |
Resume Writing |
My Practice Resume |
|
Identify personal characteristics desired for working with people. |
What Are Employers Seeking? |
Top 20 Positive Characteristics Employers Are Seeking |
|
Participate in a Field Observation program with someone who is an Elder Companion (5 Hours) | ||
OPTIONAL SECTIONS (7 hours is required in one of the following areas)
Table 11. Provide Basic Homemaker Services to Client and Family.
|
Behavioral Outcome |
Activities |
Handouts |
|---|---|---|
|
Identify a logical order for performing tasks to save time and energy. |
Organizing to Get the Job Done |
Housekeeping Task—Rules of Organization Household Cleaning Schedule Weekly Plan for Household Cleaning |
|
Demonstrate correct procedures for basic household cleaning tasks performed daily, weekly, monthly, and occasionally. |
What Is Clean? How to Clean |
How to Clean |
|
Demonstrate correct procedures for selection, use, care and storage of supplies and equipment. |
Tools to Do the Job Cleaning Agents to Do the Job |
|
|
Demonstrate correct procedures for laundry including stain removal. |
Managing the Laundry |
Eight Basic Steps to Clean Laundry |
Table 12. Develop Plans for Meeting Nutritional Needs of Clients and Families.
|
Behavioral Outcome |
Activities |
Handouts |
|---|---|---|
|
Evaluate own diet for one week in relation to the Food Guide Pyramid |
Nutritional Health The Food Guide Pyramid |
What Did you Eat? |
|
Assistance with preparation and serving of foods or meals according to the Food Guide Pyramid considering client’s cultural preferences and personal needs. |
When Do I Wash? |
|
|
Apply the principles of special diets that may be used in the plan for care of the client; i.e., measure food accurately by using correct procedures and equipment. |
How Do I Measure? |
|
|
Explain ways to assist a client with feeding without feeding the client. |
|
Do’s and Don’ts |
|
Apply the principles of food safety and storage. |
Keeping Food Safe |
Smart Not Sorry—Keep Food Safety in Mind Prevent Food Poisoning |
|
Adapted by Extension Professionals attending Elder Companion Training, March, 1999. Original source: Florida Department of Education, Curriculum Framework, Elderly and Disabled Care Services, July 1998. | ||
Table 13. Elder Companion Teaching Activities.
|
Roles and Responsibilities |
Home Maintenance and Safety |
Leisure Activities |
|
Overview of Training Roles and Responsibilities Do's and Don'ts for the Elder Companion Handling Emergencies Clients' Rights Aging Who Are the Elderly? Physical Changes Elder Abuse Communication Basic Human Needs Self Awareness/Sending Messages Active Listening Nutrition Nutritional Health The Food Guide Pyramid How Do I Wash My Hands? How Do I Measure? Food Safety |
What Is Clean? Tools to Do the Job Cleaning Agents to Do the Job How to Clean Organizing to Get the Job Done Managing the Laundry General Home Safety Safety in the Kitchen Stress Management What Is Your Stress? Warning Signals of Stress Handling Stress Stress for the Elder Companion Time Management Time Analysis Prime Time Organizing Time |
Why Engage in Leisure Activities? Leisure Activities for the Elderly Exercises for Older Adults Getting the Job Things I Like About Me What Are Employers Seeking? Job Search Resume Writing The Application Preparing for a Job Interview Interview Questions You Might Be Asked The Job Interview Sample Contract for the Elder Companion Field Observation Field Observation (5 hours) Debriefing the Observation |
Credits and Acknowledgments
The Elder Companion Training curriculum was originally developed as a component of the UF/IFAS Welfare-to-Work Initiative (Grant #A6218) funded by the Florida Agency for Workforce Innovation (formerly Florida Department of Labor and Employment Security); Principal Investigator, Elizabeth B. Bolton, professor of Community Development, Department of Family, Youth and Community Sciences.
The curriculum was developed by Linda D. Cook, former professor, UF/IFAS Department of Family, Youth and Community Sciences, and revised for electronic publication by Elizabeth B. Bolton, professor of community development, UF/IFAS Department of Family, Youth and Community Sciences.
Parts of the Elder Companion program were adapted from the Home Care Companion program first developed by the Alabama Cooperative Extension Service, Auburn University, and the Senior Series developed by the Center for Rural Elderly and the University of Missouri.
ATTACHMENTS
Attachment 1
Agent Guide Field Observation
Time: 5 hours ...all at one time/or at various intervals in the training.
Introduction: The best way to see what the job of Elder Companion will be like is to shadow someone for a period of time during their work day. We have arranged for each of you to make a field observation in the community. After your field observation, we will reconvene to discuss what you observed.
DO:
- Review with the Elder Companion trainees the Field Observation Sheet.
- Discuss conduct that is appropriate for a field observation.
- Send trainees to their field observation.
REFLECT:
- What was the Elder Companion/Sitter doing with the client while you were present?
- What was the relationship between the elderly person and the companion?
- Would you have done anything differently?
- What did the companion do well?
- What did you learn?
APPLY:
- How will you use this in your work as an elder companion?
Field Observation Sheet
Date of Field Observation: __________________________________________________.
Location of Field Observation: _______________________________________________.
List of the Job Responsibilities Observed:
Describe the elderly person being cared for:
Describe the relationship between the elderly person and the companion:
List things that you learned during the Field Observation:
Identify any areas where you would have dealt with the situation differently:
Name of Person Observed:________________________________________________.
Name of Person Doing the Observation:______________________________________.
Attachment 2
Knowledge Tests: Roles and Responsibilities
Name:______________________
Date:_______________________
Agent Fill In:
Pre Test - Post Test (Circle one)
T F A companion always knows what is best for the client.
T F A companion may wear the same clothes two days in a row if the clothes don't look dirty.
T F A companion's shoes should not have open toes or high heels.
T F It's always okay for a companion to wear perfume.
T F When caring for elderly clients, you should encourage self-care and independence.
In dealing with the client's medicines, a companion should NEVER:
_____(a) put pills in a client's mouth.
_____(b) hand the client a medicine bottle when asked.
_____(c) remind a client when to take a medicine.
_____(d) tell the person in charge if a client is not taking medicine.
Name two responsibilities that a companion may have.
_____________________________________________________________________
_____________________________________________________________________
Knowledge Tests: Aging
Name:___________________________
Date:____________________________
Agent Fill In:
Pre Test—Post Test (Circle one)
T F Elderly people are all alike.
T F Changes in hearing can affect a person's behavior.
T F As we age, our bones are more brittle and more likely to break.
T F Older people have some of the same basic human needs as do young people.
Name three senses that aging affects.
(a)___________________________________________________
(b)___________________________________________________
(c)___________________________________________________
Name two steps to take in an emergency situation.
(a)___________________________________________________
(b)___________________________________________________
Knowledge Tests: Communication
Name: ___________________________
Date: ____________________________
Agent Fill In:
Pre Test—Post Test (Circle one)
T F For good communication, it is important to listen well.
To improve communication with persons who have a hearing problem, you can do which of the following? (Check as many as apply.)
_____(a) speak at a shout.
_____(b) speak clearly in a moderate voice.
_____(c) vary the loudness and tone of your voice.
_____(d) face the person directly.
_____(e) talk faster.
Knowledge Tests: Nutrition
Name: ___________________________
Date: ____________________________
Agent Fill In:
Pre Test—Post Test (Circle one)
T F Hand washing is very important in preventing the spread of disease.
Older people may not eat well because:
_____(a) they can't afford the right food.
_____(b) they are physically unable to shop and prepare food.
_____(c) they don't like eating alone.
_____(d) all of the above.
Name three occasions when the companion should wash her/his hands.
(a)_____________________________________________________
(b)_____________________________________________________
(c)_____________________________________________________
Name three of the five major food groups.
(a)_________________________________
(b)_________________________________
(c)_________________________________
Knowledge Tests: Home Maintenance
Name:___________________________
Date:____________________________
Agent Fill In:
Pre Test—Post Test (Circle one)
T F Keeping a house clean means different things to different people.
T F Baking soda is good for deodorizing the refrigerator.
T F Sorting is an important step in doing laundry.
Knowledge Tests: Stress/Time Management
Name:___________________________
Date:____________________________
Agent Fill In:
Pre Test—Post Test (Circle one)
T F Stress can be both good and bad.
T F Time management helps you have more time.
T F Prime time is when the soap operas are on.
T F Sleeplessness is a warning sign of stress.
Knowledge Tests: Leisure Activities
Name:___________________________
Date:____________________________
Agent Fill In:
Pre Test—Post Test (Circle one)
T F Confused individuals are not able to enjoy recreational activities.
T F Elderly people can engage in physical activities.
T F Physical and leisure activities address the social needs of clients.
Table 14. Record of Attendance.
Evaluation of Training
Please complete the following to help us evaluate the Elder Companion Training.
- Of the information presented and experiences offered, how helpful do you think each lesson will be to you? (Circle one for each lesson.)
Roles and Responsibilities
Very Helpful
Helpful
Not Helpful
Aging
Very Helpful
Helpful
Not Helpful
Communication
Very Helpful
Helpful
Not Helpful
Nutrition
Very Helpful
Helpful
Not Helpful
Home Maintenance and Safety
Very Helpful
Helpful
Not Helpful
Stress Management
Very Helpful
Helpful
Not Helpful
Time Management
Very Helpful
Helpful
Not Helpful
Leisure Activities
Very Helpful
Helpful
Not Helpful
Getting a Job
Very Helpful
Helpful
Not Helpful
Field Observation
Very Helpful
Helpful
Not Helpful
2. How do you plan to use the information you learned? (Check all that apply.)
_____ as an elder companion employed for wages
_____ as a volunteer companion
_____ to care for family member or friend
_____ I probably won't use it
_____ other (please explain) _________________________________________
3. How would you rate this program?
Excellent ____ Very Good ____ Good ____ Fair ____ Poor ___
4. What suggestions would you make for improving this program? (If you need more room, write on the back of this sheet.)
5. Have you ever attended an Extension activity before? _____ Yes ____ No
6. Would you like to receive information about other Extension educational opportunities?
___ Yes ___ No
If yes, give address below.
Additional Comments: ______________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Name (optional): ________________________________________________________________
Address: _________________________________________________________________
Acknowledgment
Original article written by Elizabeth B. Bolton, professor emeritus, UF/IFAS Department of Family, Youth and Community Sciences, Gainesville, FL 32611.