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Swap planning

Swap planning worksheet

Set out what each person is offering, what matters to you and which exchange details to agree together.

General organisational aid only. This template is not legal, financial or professional advice.

Strawbarter · Free UK-wide template

What each person is offering

My item, service or skill, including condition and key details.

The other person’s item, service or skill, including condition and key details.

What matters to us

What would make this exchange useful for me?

What questions or details do we each still need to discuss?

Details to agree before exchanging

Tick each point once both people have discussed it.

  • Exactly what is included in each offer.
  • When and how the exchange will happen.
  • Collection, delivery or handover arrangements.
  • What to do if either person needs to change the plan.

Notes and next steps

What have we agreed, and what still needs an answer?