WORKLOAD PRIORITIES — CAPACITY, DECISION AND MEETING RECORD

Period covered:
Agreed working hours in that period:
Fixed meetings / commitments, hours:
Routine support work, hours:
Other known unavailable working time, hours:
Available task time after subtracting those commitments:
Uncertainty / what the estimate leaves out:

TASK 1
Named deliverable / what done means:
Remaining effort estimate or range:
Requested deadline / owner who can change it:
Dependency / information still needed:
Impact of delay, as known rather than guessed:
Decision requested:

TASK 2
Named deliverable / what done means:
Remaining effort estimate or range:
Requested deadline / owner who can change it:
Dependency / information still needed:
Impact of delay, as known rather than guessed:
Decision requested:

TASK 3
Named deliverable / what done means:
Remaining effort estimate or range:
Requested deadline / owner who can change it:
Dependency / information still needed:
Impact of delay, as known rather than guessed:
Decision requested:

Total remaining task time:
Available task time:
Gap or spare time (keep the units and period the same):
Options to confirm: deadline / scope / resource / dependency / priority.

MEETING RECORD
Date / participants:
Agreed first priority and definition of done:
Work delayed / reduced / reassigned, with actual owner:
Deadline and stakeholder notification, with owner:
New coordination or review work included in capacity:
Unresolved decision / who must confirm it:
Decision due by:
Review date / trigger for another review:
Status: proposed / confirmed / still unresolved.

FOLLOW-UP DRAFT
“My understanding is [confirmed decisions]. I will [named task] first.
[Owner] will confirm [scope/deadline/resource] by [time]. The unresolved
point is [question]. We will review this on [date / change trigger].”

Do not mark a proposal as agreed because nobody replied. Estimates are
planning information, not a promise of exact effort or a burnout score.
Do not omit required safety or compliance steps to make the hours fit.
Use the appropriate decision owner and workplace escalation procedure.
Keep confidential employer, client and personal details in an appropriate
private location; remove identifiers from copies shared more widely.