💰 Finances & Budgeting
4 tasks
| ✓ | Task | Owner | Effort | Priority | Timeframe |
|---|---|---|---|---|---|
| Set up a household budget framework | Both | High | This week | ||
| Track weekend spending for 2 weeks (baseline) | Both | High | 2 weeks | ||
| Amy: review investment account, get % return report, clarify setup with advisor | Amy | Medium | 1 month | ||
| Build a weekly meal plan to reduce food costs | Both | High | This week |
🏕️ Vacation, Camping & Activities
6 tasks
| ✓ | Task | Owner | Effort | Priority | Timeframe |
|---|---|---|---|---|---|
| Amy: check calendar, propose 1-week trip window (avoid July construction + custody weeks) | Amy | High | This week | ||
| Plan a family trip with Haley (July birthday week option) | Both | Medium | May | ||
| Each find 2–3 local events/festivals (May 8–9 flagged; Charlottetown music fest) | Both | Medium | 2 weeks | ||
| Rob: trailer pre-season clean, full inventory, restock, battery + solar panels | Rob | High | ASAP | ||
| Amy: investigate Harvest Host winery stop (one-off, no membership) | Amy | Low | Summer | ||
| Research Tremblant-area Airbnb/chalet as winter rental investment (talk to Jen) | Both | Low | Fall/Winter |
🔨 Home Renovations & Repairs
8 tasks
| ✓ | Task | Owner | Effort | Priority | Timeframe |
|---|---|---|---|---|---|
| Build shed-side deck — buy materials, complete before guests arrive | Rob | High | This weekend | ||
| Rob: find old window quote + measurements. Amy: get updated pricing from supplier. | Both | Medium | 2 weeks | ||
| Rob: talk to Mike about tankless water heater (get real-world opinion first) | Rob | Medium | 1 month | ||
| Hallway + bathroom approach: tile/flooring replacement | Both | Medium | Fall/Winter | ||
| Find Adirondack chairs + lounge set on Facebook Marketplace | Both | Medium | 2 weeks | ||
| Rob: level pool-area pavers with stone dust + check geotextile stock | Rob | Medium | 1 month | ||
| Finish exterior house painting. Amy: touch up garage door. | Both | Medium | May–June | ||
| Rob: investigate pool leak. Treat lawn rodent holes (mothballs → fill → topsoil + seed). | Rob | Medium | 2 weeks |
🧘 Health, Wellness & Lifestyle
4 tasks
| ✓ | Task | Owner | Effort | Priority | Timeframe |
|---|---|---|---|---|---|
| Rob: build personal workout plan (stairs + run + calisthenics, ~45 min) | Rob | High | This week | ||
| Start outdoor yoga together 1–2x/week at the trail spot (sunset, Tala off-leash) | Both | Medium | Ongoing | ||
| Rob: set a personal drinking reduction plan | Rob | High | ASAP | ||
| Rob: find a firearms safety course for both (Michelle just completed one — get details) | Rob | Low | Summer |
🥩 Food & Sourcing
2 tasks
| ✓ | Task | Owner | Effort | Priority | Timeframe |
|---|---|---|---|---|---|
| Rob: contact Rick Nesbitt re: natural/farm-direct meat sourcing | Rob | Medium | 1 month | ||
| Agree on Costco bulk chicken/proteins — confirm what works for both before buying | Both | Medium | 2 weeks |
🐾 Dog (Tala) & Household Chores
3 tasks
| ✓ | Task | Owner | Effort | Priority | Timeframe |
|---|---|---|---|---|---|
| Amy: create Tala dog care rotation — Amy leads, Haley contributes on her weeks (every other week) | Amy | Medium | This week | ||
| Each draft a full household chore list independently — then merge & assign | Both | Medium | 2 weeks | ||
| Schedule full spring deep clean — appliances pulled out, vents, behind furniture | Both | Medium | May |
📌 Big Conversations (Separate Sessions)
2 topics
| ✓ | Task | Owner | Effort | Priority | Timeframe |
|---|---|---|---|---|---|
| Wedding planning session — who does what, costs, venue, guest logistics | Both | High | Next 30 days | ||
| Annual investment/retirement review — Amy to correct account setup, both assess | Both | Medium | Summer |
R
Rob
Known Strengths (from conversation)
🔨 Physical/DIY
📦 Logistics
📊 Trading/Research
🏕️ Camping/Outdoors
🍖 Barbecue
🚗 Transport/Errands
Add any extra context for Rob
A
Amy
Known Strengths (from conversation)
📅 Scheduling/Planning
🧹 Cleaning/Organizing
👩👧 Haley coordination
🛒 Grocery shopping
📞 Research/Calls
💆 Wellness focus
Add any extra context for Amy
Analysis Results
AI
List what each of you is genuinely good at — or better/faster at doing — then let the AI match tasks to the right person. You can edit, add, or remove skills before running the match.
🔵 Rob's Skills & Strengths
🔴 Amy's Skills & Strengths
Skills-Based Task Assignments
AI
💙 Note on Haley
Haley is Amy's daughter and is with the household every other week. Rob plays a supportive role — not a co-parenting one. On Haley's weeks, Amy carries the parenting load. Haley can contribute age-appropriate tasks (dog care, one chore, helping with a meal) but these are Amy's to coordinate and assign — not Rob's responsibility to manage.
Step 01
Quick Wins (5 min)
✅ Review the dashboard together
✅ Check off what got done
✅ Briefly celebrate progress
Step 02
Blockers (5 min)
🚧 What's stuck or waiting on someone?
🚧 Any decisions needed to unblock?
🚧 Reassign if needed, no judgment
Step 03
This Week's Focus (10 min)
🎯 Rob commits to 1–2 tasks
🎯 Amy commits to 1–2 tasks
🎯 Write it down — say it out loud
Step 04 (Haley weeks only)
Haley Check-in (5 min)
💙 Amy leads — invite Haley in briefly
💙 Her one contribution this week?
💙 Any ideas for summer activities?
Rule 01
Keep It Short
⏱ 20–30 min maximum
⏱ Same day, same time every week
⏱ Sunday evening works well
Rule 02
Off-Limits in Meetings
🚫 Wedding planning (separate session)
🚫 Investment decisions (separate session)
🚫 Relationship conflicts — book time
📌 Family Context Reminder
Haley is Amy's daughter — present every other week. Rob is a supportive partner, not a co-parent. Tasks tagged Amy below reflect this. Timeframes are estimates based on your conversation — adjust as needed.
🔴 Do Now — This Week
Build shed-side deck
Rob: set drinking reduction plan
Set up household budget framework
Build weekly meal plan
Rob: start workout routine
🟠 Do Soon — Within 2–4 Weeks
Amy: confirm vacation window on calendar
Track weekend spending (2-week baseline)
Trailer: pre-season clean, inventory, restock
Each find 2–3 local summer events/festivals
Find window quote (Rob) + get pricing (Amy)
Treat lawn rodent holes + pool leak check
Find Adirondack chairs on Marketplace
Amy: Tala dog care rotation (incl. Haley on her weeks)
Each draft household chore list (then merge)
Agree on Costco bulk protein plan
🟡 This Season — May through July
Wedding planning session
Plan family trip with Haley (July bday week)
Spring deep clean
Finish exterior painting + garage door
Level pool pavers with stone dust
Talk to Mike re: tankless water heater
Amy: review investment account
Rob: contact Rick Nesbitt re: farm meat
Outdoor yoga sessions (ongoing)
Rob: firearms safety course (find + book)
🟢 Later — Fall / Winter / Ongoing
Hallway + bathroom flooring
Tremblant Airbnb/chalet research
Amy: Harvest Host winery stop
Annual investment/retirement review