Free download
The delegation checklist
Thirty tasks owners hand off first, grouped by area of the business. Tick what you do every week and you will see the job description for your first hire take shape.
A peek inside
Here are the first two sections. The full printable version covers six.
Inbox and calendar
- Sort the inbox each morning and flag what needs you
- Draft routine replies for your review
- Book and move meetings
- Send reminders before calls
- Plan travel and keep the itinerary current
Customers
- Answer common questions by email and chat
- Log tickets and chase open ones
- Send order and shipping updates
- Ask happy customers for a review
- Keep the help articles up to date
How to use it
- Tick the boxes
Mark every task you or your team did in the last two weeks.
- Count the hours
Write a rough weekly time next to each ticked task. Under twenty points to part time.
- Pick a role
The section with the most ticks is usually where your first hire belongs. The role finder can help.
- Talk to us
Bring the list to a call and we will shape the role with you.