Start with their own warning signs
Mind recommends talking with the person about patterns that may happen before an episode and telling them calmly when you notice one. Bipolar UK provides mood-tracking tools that the person may choose to use.
What to put in the plan
- Changes they recognise. Sleep, energy, speech, activity, spending, withdrawal or anything else that tends to appear first for them.
- What they want you to say. Agree a phrase or code word that signals concern without starting a long argument.
- Who to contact. Their care coordinator, team, GP, urgent route and one or two trusted people.
- Practical help they consent to. Appointments, meals, transport, medication reminders or help with money.
- Your limits. What you can offer, what you cannot take responsibility for and what will move the situation to urgent help.[1]
Agree money safeguards before they are needed
Bipolar UK suggests changes a person can choose while well, including a lower card or overdraft limit, moving savings to an account that requires notice, deleting shopping apps and using free debt advice. Mind says supporters may help with money while the person is unwell if the person wants that help.
Write down exactly what has been agreed and when it should stop. More formal control of another person's finances needs independent legal advice.
Plan for changes to ordinary routines
Discuss how travel, late nights or changes at work could affect the routine they want to keep. Include who to contact if their familiar warning signs return. If mood is rising, choose a quieter setting and reduce stimulation rather than arranging more activities.
You could say: “You asked me to mention changes in your sleep. Shall we look at the plan?”[3]
Write the plan down
The site's crisis-plan page gives you a printable structure for contacts, warning signs, helpful responses and practical information. Bipolar UK also links to an Advance Choice Document for recording treatment and care preferences.
How advance choices relate to Mental Health Act care. Ask their team how to record and share the document.
Review the plan after an episode
Mind advises asking rather than assuming that every emotional change is a relapse. After an episode, discuss specific events when the person feels able, then update the plan with what helped and what did not.
Bipolar UK says it is reasonable to set boundaries, say no, take a break and get support for yourself.[5]
Sources and how this guide was written
What to put in the plan
Mind: warning signs and planning for difficult times and Bipolar UK: practical support and boundaries.Agree money safeguards before they are needed
Bipolar UK's money guidance and Mind's planning guidance.Agree money safeguards before they are needed
Sources: NICE: bipolar disorder.Write the plan down
Bipolar UK lists completing an Advance Choice Document together among its practical supporter suggestions.Review the plan after an episode
Mind and Bipolar UK.
Last full source check: 26 August 2026
Later checks: Addition using NICE bipolar guidance checked: 23 September 2026.
Independent information, not a medical or crisis service. This guidance has not been clinically reviewed. How we use sources.
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