Scheduled Review & Reassessment Framework

Internal Only

Purpose

Ensure client support remains appropriate, sustainable, and aligned as conditions change—without drift, crisis-driven decisions, or silent scope expansion.

What Reviews Are (and Are Not)

Reviews are: Deliberate reassessment points where fit, tier, expectations, and sustainability are explicitly evaluated.

Reviews are not: Status updates, routine check-ins, or reactions to single events.

Core rule: If responsibility, risk, or sustainability may be changing, a review is required.

Standard Review Cadence

Baseline Review (All Active Clients)

Frequency: Quarterly

Applies to: Peace, Care, Legacy

Purpose: Reassess fit, confirm tier alignment, validate expectations, ensure scope remains appropriate

Triggered Reviews (Outside Cadence)

A review is triggered when:

  • Repeated safety concerns occur

  • Stability declines or patterns shift

  • Boundary pressure or role confusion emerges

  • Reliance increases beyond current tier

  • Family expectations change

  • Sustainability becomes uncertain

  • An urgent incident or near-miss occurs

Rule: Events can trigger reviews. Events never resolve them.

What Is Assessed During a Review

Each review reassesses:

  • Fit – does the current arrangement still make sense

  • Tier alignment – is presence and advocacy appropriate

  • Expectations – client and family alignment with scope

  • Sustainability – time, emotional load, and continuity

Review Outcomes (Must Choose One)

Every review ends with one explicit outcome, using the same decision language as the Client Records Architecture:

  • Continue

  • Change tier / scope

  • Transition

There is no “wait and see” outcome.

Documentation Requirements

One Decisions Log entry documenting:

  • Review date

  • Trigger (scheduled or event-driven)

  • Outcome

  • Rationale (brief, factual)

  • Client Spine update if tier, scope, or responsibility changes

No other documentation is required.

Communication Following Review

  • Families are informed of outcomes and next steps

  • Clients are included appropriately, respecting consent

  • Communication is calm, clear, and decision-focused

Final Guardrail

If a situation feels heavier, more urgent, or more dependent than before—and no review has occurred—the system is out of compliance.

Reference

File for external communication found here Scheduled Reviews and Ongoing Fit - Google Doc