Mutual Expectations Agreement

It is important for both you and your personal assistant (PA) to have clear expectations of each other. This agreement covers areas where you would want to be sure to have a clear understanding of expectations. Mark the boxes next to the items you would like to include in your agreement. Then click the Create Mutual Expectations Agreement button. You will receive an agreement that you can print out, and then review with your worker. After you both sign it, you can refer to it if something comes up that is not in line with your expectations.

This is not a legal document, but a sample list of suggested areas where you need to have agreement.

Employer's Expectations of a PA Worker

	The worker always should report to work on time.
	The worker should request permission in advance to be absent from work.
	The worker should contact the employer if it is impossible for him/her to show up for work or to report to work on time.
	The worker should perform the duties assigned to the best of his/her ability. The worker should use methods the employer prefers.
	The worker should tell the employer immediately of any problems he/she has with the job.
	The worker should maintain a clean and tidy appearance.
	The worker should give the employer at least two weeks notice if he/she is quitting the job.
	The worker should keep confidential the employer's personal concerns, medical needs, beliefs, and information about the employers finances and personal relationships.

Worker's Expectations of You as an Employer

	The employer should always meet the worker on time.
	The employer should contact the worker in advance if he will be late or unable to meet the worker.
	The employer should give the worker a list of clear and complete duties.
	The employer should ask the worker in advance if schedules need to be revised, or something extra needs to be done.
	The employer should provide suitable supervision and training.
	The employer should always pay the worker on schedule or help to ensure that third party payment comes on schedule.
	The employer should welcome suggestions that improve scheduling or ways to do tasks.
	The employer should give positive feedback and encouragement to the worker for doing a good job.
	The employer should give the worker a clear and complete list of tasks to do and instruct the worker on how he wants the tasks done.
	The employer should have a regular schedule for doing routine and periodic tasks.
	The employer should keep cleaning supplies on hand, or provide for making them available.

Hiring > Mutual Expectations Agreement

This tool is part of InfoUse's Working Together, a website for consumers of personal assistance services. http://www.infouse.com/pas/.