Worksheet 1 of 5. Role inventory
Project: {{project}}
Prepared by: {{business}}
Review with: {{contact}}
Target: {{deadline}}

Instructions
List recurring duties, annual deadlines, and current commitments.

Worked example, fictional
Context: A long-serving club secretary hands responsibility to a new volunteer.
Completed response: Membership reminders and venue renewal dates appear in the calendar.

Your decision
Which recurring commitment needs a new owner?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]

Before moving on
[ ] My answer uses my own facts.
[ ] I have marked anything I still need to check.

Next worksheet: Record locations.

Before you start
- Recurring responsibilities: [Source or notes]
- Record locations: [Source or notes]
- Contact permissions: [Source or notes]

What you will make
A practical transfer with rehearsed tasks and confirmed ownership.