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LIFE’S CHECKLISTS · FREE WORKSHEET

Caregiver roles and preferences

Organize administrative questions and next actions. Keep identity numbers, clinical records and children’s identifying information in the responsible organization’s secure process. This is a planning worksheet, not an official application or authorization.

First read the completed example. Then write your own answers in the blank sections. If you do not know an answer, write what you need to ask. Official applications may require their own forms.

Completed example

This is a fictional practice entry. Write your own details in the blank sections below.

Task requested
Ride to library
Person choosing the help
Grandparent requested this help
Responsible helper role
Alex drives if confirmed
Permission to confirm
Grandparent agrees to share pickup time only
Approved contact route
Call grandparent directly
Review date
October 30

Date: ____________________

Item 1

Person choosing the help

Responsible helper role

Permission to confirm

Approved contact route

Review date

Item 2

Person choosing the help

Responsible helper role

Permission to confirm

Approved contact route

Review date

Item 3

Person choosing the help

Responsible helper role

Permission to confirm

Approved contact route

Review date

Item 4

Person choosing the help

Responsible helper role

Permission to confirm

Approved contact route

Review date

Notes:

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