PARENTING PLAN WORKSHEET
Educational drafting aid only. Check the current forms, instructions, and orders for your jurisdiction.

1. DRAFT SCOPE AND LOCAL REQUIREMENTS
Jurisdiction and court, if any: [state, province, country, and court]
Existing order or case that controls this draft: [title, date, and case number, or none]
Required local form or attachment checked: [form name, revision date, and official link]
Proposed start date: [date]

2. CHILDREN AND PARTICIPATING ADULTS
Children covered by this draft: [names or initials and ages]
Parent or caregiver A: [name and contact details kept in the private working copy]
Parent or caregiver B: [name and contact details kept in the private working copy]
Other authorized caregivers or emergency contacts: [names and roles]

3. REGULAR PARENTING SCHEDULE
School-week schedule: [days, overnights, exact start and end times]
Non-school-day schedule: [days, overnights, exact start and end times]
First date and parent in the rotation: [date and parent]
School closures, teacher workdays, and unexpected closures: [rule]

4. EXCHANGES AND TRANSPORTATION
Regular exchange location: [location]
Exchange time and who transports: [time and responsibility]
School-day exchange rule: [pickup or drop-off arrangement]
Delay notice and fallback: [channel, minutes, and next step]

5. HOLIDAYS, SCHOOL BREAKS, AND VACATIONS
Holiday assignments and exact times: [list odd-year and even-year terms]
School-break assignments and exact times: [fall, winter, spring, and summer]
Vacation selection, notice, and limits: [deadlines and maximum duration]
Priority when dates overlap and when the regular rotation resumes: [rule]

6. DECISIONS, RECORDS, AND INFORMATION
Education decisions: [joint, allocated, consultation process, and final authority]
Non-emergency healthcare decisions: [joint, allocated, consultation process, and final authority]
Activities and religion: [decision process and cost approval]
Access to school, medical, and activity records: [how access is maintained]

7. PARENT AND CHILD COMMUNICATION
Routine parent-to-parent channel: [app, email, or other written channel]
Routine response expectation: [time window]
Emergency contact method: [method and backup]
Child contact with the other household: [reasonable timing and method]

8. TRAVEL AND RELOCATION
Domestic travel notice and information: [deadline and details]
International travel consent and documents: [process and deadlines]
Passport storage and access: [responsibility]
Relocation notice and governing process: [follow the current order and local law]

9. SHARED EXPENSES
Included expense categories: [medical, childcare, school, activities, and other]
Share for each parent: [percentages or category assignments]
Advance approval threshold and exceptions: [amount and emergency rule]
Receipt, reimbursement, and dispute deadlines: [channel and number of days]

10. CHANGES, EMERGENCIES, AND SAFETY
How a temporary change is requested and recorded: [process]
Illness and emergency protocol: [notice, care, and information sharing]
Safety restrictions or protected exchanges required by an order: [terms or not applicable]
Make-up time, if permitted: [when it applies and how it is scheduled]

11. DISPUTE STEPS
First step for a routine disagreement: [written discussion or other step]
Next permitted step: [mediation, parenting coordination, legal advice, or court process]
Urgent and safety-related exception: [follow the governing order and local procedure]
No informal change overrides a protective restriction or court requirement.

12. REVIEW AND LEGAL EFFECT
Planned review date or trigger: [date, annual review, move, school change, or other trigger]
Professional or legal review still needed: [role and jurisdiction]
Required signatures, filing, or court approval: [confirm from current local instructions]
A completed worksheet is a drafting aid. It is not automatically a court order or legal advice.