• Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel


Task Management

  • Task management focusses on how people (or teams) organise resources and required activities to achieve goals, be they individual case plans or longer term scheduling issues. It has four skill elements: planning and preparing; prioritising; providing and maintaining standards; identifying and utilising resources. (See source link: ANTS)


  • This tool is to help observers of clinical team work identify key behaviors which contribute to effective task management. This is so the team can reflect upon and receive feedback on their performance.

    Ideally, dedicate 5-10 minutes to discuss task management with the team ahead of the observation:
    1. Elicit good and bad behaviors
    2. Describe the different sections of the observation tool
    3. Elicit areas in which individuals or the team would like specific feedback.

Planning and Preparation

  • Develop in advance a plan and communicate to relevant staff

  • Review plan in light of changes

  • Make necessary arrangements to ensure plans can be achieved


  • Discuss priority issues

  • Convey the order of actions in critical situations

  • Identify and draw attention to critical areas (e.g. during escalation SBAR handovers)

  • Manage distractions

Providing and Maintaining Standards

  • Follow published protocols and guidelines

  • Maintains safety standards e.g. correct patient identification; minimum monitoring, cross check of drug labels, at each encounter

  • Adheres to infection control best practice

  • Maintain accurate and contemporaneous notes

Identifying and Using Resources

  • Identify and make use of all necessary resources (people, expertise, equipment, time) and requests additional resources if needed

  • Allocate tasks to appropriate team members without overloading <br>

  • Keep track of allocated tasks and their completion (e.g. use of close loop communication or of task lists.)

Overall Task Management

  • How do you rate the task management in todays team?

  • Add Comments

  • Add Photo

Sign Off

Rate the observation tool

  • How useful was this tool in helping you structure and give feedback on task management today? [ 1= Not useful at all 5= Neutral 10= Very Useful]

  • Observer(s) Signature

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.