Starting point
A handover sheet brings duties, supplies, home instructions and communication together. Write clearly and review it with the person carrying out the role instead of assuming understanding.
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
A task sheet does not replace a contract or add obligations that have not been agreed.