VOLUNTEER GUARDIAN - MONTHLY ACTIVITY LOG
MONTH / YEAR
(Use tab to navigate from field to field)
MONTHLY
*Key V= Face-to-face visit with client
P= Phone call
O= Other
S= Support/Training
**ENTER IN MINUTES
(EXAMPLE 2 HOURS = 120
Do you want reimbursement for mileage and other expenses? No Yes
Other expenses: (postage, copying, parking, etc.) $
Reimbursement requests must be received on the 4th day of the month in order to be compensated.
STATUS OF CLIENT MONTHLY SUMMARY
Describe activities in which client participates.
Describe any changes / concerns in your client's physical condition.
Describe any changes / concerns in your client's mental condition.
Do you feel current placement meets client's needs?If no, give details.
Would you like to discuss this matter with your case manager?
On a quarterly basis, request printouts of your client's trust fund that includes deposits and expenses. Do you have any concerns about any unusual expenditures? Please describe.