Delegation reviewOther

Owner's workload review: what to delegate and in what order

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  • If you do not respond within 3 days of delivery, the work is accepted automatically.
Order · $35

The money is reserved when you pay and released only once you accept the work.

Owner's workload review: what to delegate and in what order

Example result

Example for the Standard package

Process review: order-to-delivery at a custom furniture workshop

Current process map (order intake → production)

  1. Customer sends an inquiry via website form, phone or Instagram DM
  2. Owner (Dan) replies personally, often 1–3 days later
  3. Dan measures on site, sketches by hand, photographs the sketch
  4. Quote typed in a Word template, emailed as PDF
  5. Customer pays 50% deposit by bank transfer; Dan checks the bank app manually
  6. Sketch and notes handed to the shop lead on paper
  7. Shop lead orders wood by phone; adds job to the whiteboard

Bottlenecks and losses

ProblemWhereImpact
All inquiries go through one personSteps 1–2~20% of inquiries never get a reply; slow first response
Paper handoff to the shopStep 63 rework cases last quarter due to lost or misread dimensions
Deposit checked by handStep 5Jobs start late; once a job started without a deposit
Whiteboard is the only scheduleStep 7Delivery dates promised without seeing the load

Improved process

  1. All channels lead to one shared inbox; office manager replies within 4 working hours with a booking link for measurement
  2. Measurements entered into a job card (shared spreadsheet or simple CRM): dimensions, wood, finish, photos
  3. Quote generated from a price sheet with standard options; Dan approves only non-standard items
  4. Office manager confirms the deposit and marks the job card "Ready for production"
  5. Shop lead takes jobs only from the "Ready" column; materials ordered from the card
  6. Delivery date given only after the job is placed on the shared schedule

Simple metrics to track

  • First response time — target: under 4 working hours
  • Inquiry → paid deposit conversion — current estimate 25%, target 35%
  • Rework cases per month — target: 0–1
  • On-time delivery — target: 90%

Step-by-step plan

  1. Week 1: set up a shared inbox and a job card template
  2. Week 2: build a price sheet with the 12 most common options
  3. Week 3: move the whiteboard to a shared schedule; train the shop lead
  4. Week 4: review the first 10 orders against the new metrics

Client: Oak & Pine Studio, a 9-person workshop making custom tables and shelving. Processes reviewed: order intake, production scheduling, delivery and installation.

The client and all details are made up.

About this service

Many small business owners are the bottleneck of their own company: every approval, supplier call and client complaint goes through them, so growth stops when their calendar is full. We sort what you do in a typical week by time, value and how hard it is to hand over, then show what to delegate first, to whom and with which simple instructions or limits. You get a delegation order, a handover plan for each task and a short list of decisions that should stay yours.

What is included

  • What you getA written review: your tasks sorted into keep, delegate and drop, a delegation order with who takes each task, handover notes and limits of authority, and metrics and a plan for your package.
  • Week breakdownYour tasks by time, value and difficulty
  • Keep, delegate, dropA clear sort for every task
  • Delegation orderWhat to hand over first and to whom
  • Limits of authorityWhat others can decide alone, by amount or case
  • Handover notesWhat each task needs to be taught

How it works

  1. 1
    BriefYou list your week and your team
  2. 2
    SortWe sort tasks and pick the first handovers
  3. 3
    PlanYou get the delegation order and notes

What we need from you

What your business does and the size of the team, a rough list of what you do in a typical week and how long it takes, who could take over tasks, what you are afraid to hand over and why, and optionally screenshots of your calendar or task list.

We will ask you:

  • What does your business do, and how big is the team?
  • What takes most of your time in a normal week?
  • Who could take over some of your work?
  • What are you most worried about handing over?

Compare packages

PackagesBasicTop tasks to hand over$15StandardFull week review$35PremiumWeek review and 90-day plan$69
Deadline1 day2 days4 days
Revisions123
Tasks reviewedup to 15up to 30up to 50
Handover notesup to 3up to 8up to 15
Delegation planStep by stepStep by step90 days, week by week
Order BasicOrder StandardOrder Premium

Payment protection

You pay when you order, but the money is released only for accepted work.

  • Fixed priceThe package price does not change after you pay.
  • The money is reservedWhen you pay, the amount is only reserved. It is released to the service once you accept the work.
  • Checked before deliveryEvery result goes through a quality check before it reaches you, and you see it on the order page before accepting it.
  • Free revisionsAsk for changes within your brief as many times as the package allows.
  • Acceptance after 3 daysIf within 3 days of delivery you neither accept the work nor ask for changes, it is accepted automatically. If you write in the order chat after delivery, the order waits; once we answer, we may start the 3 days again and will say so in the chat.
  • Redo or a full refundIf the result does not match your brief and the revisions did not fix it, or the work takes more than twice its deadline, write in the order chat: we will redo the work or refund the payment in full.
How it works →

Questions and answers

Do you help hire the person I delegate to?

No. We describe what the role should cover; hiring stays with you.

Is this coaching?

No, it is a written analysis and plan. There are no calls or sessions.

What if I have nobody to delegate to yet?

The review shows which tasks to drop or simplify first and what a first assistant or hire should take on.

Packages
Order · $35· 2 days