Family & Nanny Partnership Workbook | Nanny Expectations Worksheet, Check-In & Feedback Forms | New Nanny Onboarding Printable PDF

$10.00

Most nanny placements don’t end over one big problem. They end over small, unspoken differences that slowly build up. This workbook gets those expectations out of everyone’s head and onto paper, before they turn into frustration.

The Family & Nanny Partnership Workbook gives parents and their nanny or family assistant a shared, written record of expectations from day one. It also gives you a simple, scheduled way to keep talking as the relationship grows. Feedback becomes routine, not a crisis.

★ HOW IT WORKS ★

  1. Before the start date, the family and the nanny each fill in the Expectations Worksheet in their own column.

  2. At a 60–90 minute planning meeting, you compare answers, talk through the differences, and write down what you agree on.

  3. You schedule five check-ins for the first 90 days, and the workbook has a form ready for each one.

  4. After day 90, weekly and quarterly reviews keep things on track.

WHAT’S INSIDE (22 pages, 7 parts)

  • How to use the workbook, plus a placement information page

  • Part 1 · Foundations: five principles for a strong partnership

  • Part 2 · Expectations Worksheet: daily rhythm, the children, the household, communication, decisions & downtime, boundaries & logistics, each with Family, Nanny and Agreed columns

  • Part 3 · Initiative and Autonomy: four autonomy levels (from “ask first” to “full ownership”) assigned area by area, plus downtime expectations

  • Part 4 · The First 90 Days: a check-in timeline plus forms for the week 1 daily debrief, the week 2 check-in, and the day 30, 60 and 90 reviews

  • Part 5 · Communication Frameworks: a simple method for each side to raise an issue, practice exercises, ready-to-use phrases and shared standards

  • Part 6 · Ongoing Communication: a weekly check-in, a quarterly review and a daily log

  • Part 7 · Before Ending a Placement: reflection questions for both sides plus a reset plan

  • Partnership Agreement with signature lines and a revision log

PERFECT FOR

  • Families hiring their first nanny or family assistant

  • Families starting fresh with a new nanny after a placement that didn’t work out

  • Nannies who want clear expectations and a fair, structured way to give feedback

  • Nanny agencies and placement coordinators

PLEASE NOTE
This workbook is a communication tool, not a legal contract. If you have a written employment agreement, that agreement takes priority. The workbook covers the day-to-day details those agreements usually leave out.

DETAILS

  • Digital PDF download, nothing physical will be shipped

  • US Letter size (8.5 × 11 in)

  • Print at home or at any print shop

  • Print a fresh copy for each new placement

Because this is a digital product, I can’t accept returns or exchanges. If you have any trouble with your file, just send me a message and I’ll be happy to help.

For personal use only. Please don’t resell or share the file.

Most nanny placements don’t end over one big problem. They end over small, unspoken differences that slowly build up. This workbook gets those expectations out of everyone’s head and onto paper, before they turn into frustration.

The Family & Nanny Partnership Workbook gives parents and their nanny or family assistant a shared, written record of expectations from day one. It also gives you a simple, scheduled way to keep talking as the relationship grows. Feedback becomes routine, not a crisis.

★ HOW IT WORKS ★

  1. Before the start date, the family and the nanny each fill in the Expectations Worksheet in their own column.

  2. At a 60–90 minute planning meeting, you compare answers, talk through the differences, and write down what you agree on.

  3. You schedule five check-ins for the first 90 days, and the workbook has a form ready for each one.

  4. After day 90, weekly and quarterly reviews keep things on track.

WHAT’S INSIDE (22 pages, 7 parts)

  • How to use the workbook, plus a placement information page

  • Part 1 · Foundations: five principles for a strong partnership

  • Part 2 · Expectations Worksheet: daily rhythm, the children, the household, communication, decisions & downtime, boundaries & logistics, each with Family, Nanny and Agreed columns

  • Part 3 · Initiative and Autonomy: four autonomy levels (from “ask first” to “full ownership”) assigned area by area, plus downtime expectations

  • Part 4 · The First 90 Days: a check-in timeline plus forms for the week 1 daily debrief, the week 2 check-in, and the day 30, 60 and 90 reviews

  • Part 5 · Communication Frameworks: a simple method for each side to raise an issue, practice exercises, ready-to-use phrases and shared standards

  • Part 6 · Ongoing Communication: a weekly check-in, a quarterly review and a daily log

  • Part 7 · Before Ending a Placement: reflection questions for both sides plus a reset plan

  • Partnership Agreement with signature lines and a revision log

PERFECT FOR

  • Families hiring their first nanny or family assistant

  • Families starting fresh with a new nanny after a placement that didn’t work out

  • Nannies who want clear expectations and a fair, structured way to give feedback

  • Nanny agencies and placement coordinators

PLEASE NOTE
This workbook is a communication tool, not a legal contract. If you have a written employment agreement, that agreement takes priority. The workbook covers the day-to-day details those agreements usually leave out.

DETAILS

  • Digital PDF download, nothing physical will be shipped

  • US Letter size (8.5 × 11 in)

  • Print at home or at any print shop

  • Print a fresh copy for each new placement

Because this is a digital product, I can’t accept returns or exchanges. If you have any trouble with your file, just send me a message and I’ll be happy to help.

For personal use only. Please don’t resell or share the file.