Use the sections that fit your family, court order, or parenting agreement. This checklist is a planning aid, not a replacement for legal requirements.

Initial family setup

  • Confirm each parent or caregiver’s current phone number and email
  • Record school, childcare, medical, dental, and pharmacy contacts
  • List allergies, medications, care instructions, and emergency information
  • Write down the regular parenting schedule and exact exchange details
  • Choose the normal communication channel and response expectations
  • Choose the emergency communication process
  • Record who may pick up the child from school or childcare
  • Identify where important records and permission forms are kept

Weekly check

  • Review the next seven days of school, childcare, and activities
  • Confirm any exchange that differs from the regular routine
  • Check transportation, uniforms, equipment, medication, and homework needs
  • Share new school notices or appointment details directly with the other adult
  • Resolve schedule questions before the child needs an answer
  • Keep adult disagreements away from exchanges and child conversations

Monthly check

  • Review the next month’s school closures, activities, and appointments
  • Close completed expense reimbursements and identify missing receipts
  • Update contact, medication, and provider information if anything changed
  • Check deadlines for camps, school forms, insurance, and activities
  • Discuss one recurring problem using a specific proposed solution

Before school breaks and holidays

  • Confirm exact start and end times for holiday parenting periods
  • Confirm the exchange location and transportation plan
  • Share travel details and permission documents as required
  • Plan medication, clothing, schoolwork, and comfort items
  • Tell the child the plan in a calm, age-appropriate way
  • Avoid asking the child to choose between households or deliver messages

When plans change

  • Send the request directly to the responsible adult
  • Include the exact dates, times, and transportation impact
  • State whether replacement parenting time is requested
  • Wait for confirmation before treating the change as final
  • Update the shared schedule or written record after agreement

KidFirst family workspace

KidFirst currently lets families create a web-based workspace, invite another trusted adult, and keep family member and child information organized. Use the app for the capabilities it currently provides and keep legally required records in the format required by your agreement or court.

This checklist is general educational information and is not legal, medical, or mental-health advice.