Sharing Caregiving Responsibilities


April 19, 2024

Worksheet: Coordinating Caregiving Responsibilities

Caring for an older person often requires teamwork with family, friends, or formal caregivers. While a person who lives nearby might take on most of the everyday responsibilities, people who live farther away can also play an important role in coordinating care. Explore this post for tips on how best to share caregiving tasks.

How to get started
Splitting caregiving responsibilities is a multistep process. Caregivers will need to figure out what care is needed, choose a primary caregiver, and decide who will be responsible for which tasks.

Identify the care needs
First, work as a team to figure out what the caregiving responsibilities will be. You could start by setting up a meeting or conference call with the older person and everyone who will be involved in their care. This conversation will be most productive when there is not an emergency. A calm discussion about what kind of care is wanted and needed in the present, and what might be needed in the future, can prevent confusion and misunderstanding later.

Choose a primary caregiver
When several people are involved in caregiving, many find that the best first step is to name a primary caregiver. This is the person who takes on most of the everyday caregiving responsibilities. Even if a primary caregiver is not needed immediately, identifying someone now will allow that person to step in right away if there is a crisis.

Determine how each caregiver will contribute
The next step is to decide who will be responsible for which tasks. Ideally, each person providing care will be able to take on the tasks best suited to their skills and interests. When thinking about everyone’s strengths, consider what each person is particularly good at and how those skills might help in the current situation.

Splitting up caregiving tasks
When deciding how to share caregiving responsibilities, consider these questions:

  • Who is best at finding information and keeping people up to date on changing conditions?
  • Who is most comfortable using email, text messages, and other forms of technology?
  • Who do people call when they need emotional support and someone to talk to?
  • Who is most confident about speaking with medical staff and conveying information to others?
  • Who lives close enough to assist with day-to-day tasks, such as grocery shopping, cooking, and cleaning?
  • Who likes coordinating larger tasks, such as helping to organize a move?
  • Who is good with numbers? Could they take charge of tasks such as paying bills, keeping track of bank statements, and reviewing insurance policies and reimbursement reports?
  • Other than the primary caregiver, who can step in to help occasionally? For example, can someone stay with the person needing care so the primary caregiver can take a short break or go on vacation?

Over time, these decisions may need to be revised. There can be changes in the needs of the person receiving care and in family members’ availability. Check in with the older person and the other caregivers regularly to make sure the current arrangement is still working for everyone. Update the plan for sharing tasks as circumstances change.

Use this worksheet: Coordinating Caregiving Responsibilities (PDF, 161K) to help you have a productive conversation about identifying and sharing caregiving tasks. (Provided by the National Institute on Aging)

Stay in the know with a caregiving notebook
To keep everyone involved in caregiving informed, it may be useful to compile a notebook with details about the care recipient’s medical care, social services, contact numbers, financial information, and other pertinent details. This list can be created and updated electronically or in a paper notebook that’s kept in a central location. There are also smartphone apps that enable you to divide up caregiving duties, keep an appointment calendar, and share updates with others. Whichever format you choose, make sure everyone has access to the caregiving notebook and that it is reviewed regularly and updated as needed.

Source: National Institute on Aging/Caregiving

We hope this information is helpful to you in the important work you do as a family caregiver.
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