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.
allocating time
Estimate time after defining workload and priorities, leaving room for clarification instead of overlapping duties.
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.