Family Care Alignment Worksheet
Get your family on the same page — roles, responsibilities, and a communication plan for coordinated care
Planning note: this worksheet is for alignment and delegation planning. Use it to structure routine family check-ins and your next non-urgent provider conversation.
1 Your family's care situation
Start with the basics so everyone is working from the same understanding of who needs support and why.
2 Family care team directory
List everyone involved in your loved one's care — family members, friends, or hired help. Knowing who's available and where they are makes delegation realistic.
| Name | Role | Location | Availability | Contact |
|---|---|---|---|---|
The Primary Contact makes final decisions and is Averyn's main point of communication.
3 Responsibility matrix
Assign each care area to a specific person. Unassigned tasks are the ones most likely to fall through the cracks.
| Task Area | Who Owns It | Backup Person | Current Status |
|---|---|---|---|
4 Family communication plan
Miscommunication is the top source of family conflict during care. Decide upfront how updates flow and how often you connect.
5 Decision framework
Families that agree on decision-making rules in advance have fewer conflicts when things move fast. Write it down now — even in rough terms.
6 Open issues & next steps
Capture anything unresolved — the loose ends that will fall through the cracks if nobody writes them down.
| Issue / Task | Owner | Target Date | Notes |
|---|---|---|---|