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.
a weekly review
Review completed and deferred duties and their reasons, then agree changes to priorities or time instead of repeating an unsuitable list.
Checklist
Selections are not sent or saved.
Before agreeing
Do not assume a deferred task means poor performance; review time, scope and instructions first.