Starting point
A short review helps identify completed work and tomorrow’s priorities. Discuss duties, timing and supplies, and agree a clear adjustment instead of an open-ended list of comments.
during a month-end review
Compare actual duties with the agreed list and record necessary adjustments before discussing an extension.
setting responsibility boundaries
Distinguish agreed duties from work needing permission, qualifications or a different provider before starting.
Checklist
Selections are not sent or saved.
Before agreeing
Do not assume a deferred task means poor performance; review time, scope and instructions first.