-
5-tab Google Sheets workbook (Google Sheets compatible, make your own copy)
Task Audit with auto-calculated delegation readiness summary
Role Clarity Builder with non-negotiables section
Standard of Done framework (PDF) — define what "done" means before anyone else tries
Hand-Off Tracker with status dropdowns and progress summary
Delegation Confidence Check with auto-score
Video walkthrough (6–8 min) — screen-recorded tour of every tab
Printable PDF companion guide — all worksheets in offline format
-
The kit includes a five-tab Google Sheets workbook and a printable PDF companion guide — print at home or through a local print shop, great for working through offline. The Task Audit tab is where you start: you'll list every task in your business, rate who owns it, how often it happens, and whether it's ready to hand off right now, needs documentation first, or stays with you by design. The workbook auto-calculates your delegation score so you're not guessing. From there, the Role Clarity tab helps you identify the actual role you need based on real task data — not a vague "I need help" feeling. The Hand-Off Tracker gives you a live view of what's being transitioned and to whom. And the Delegation Confidence Check scores your readiness across ten key indicators so you know exactly what to build before your hire's start date.
The video walkthrough covers every tab in detail — what to fill in, how to read the results, and what to do with what you find.
-
You've hired before and ended up doing the work yourself again, and you want to break that pattern before it happens a third time
You're approaching the point where you know you need help, but you're not sure which tasks should leave your plate first or what role you actually need
You have tasks in your head that no one else knows how to do — and you want to change that before it becomes a bottleneck
You want to show up as a real manager on day one of a new hire's onboarding, with a clear system and clear expectations instead of a stressful scramble
-
Google Sheets (digital download)
Make a copy to your Google Drive and customize and edit it anytime
-
This is included inside the VTC resource vault
This is a digital download. No physical product will be shipped.
Due to the nature of digital downloads, all sales are final.
Please note: These digital products are for your personal business planning use only. They are not templates meant to be copied, repackaged, or used to create your own products. Your purchase does not include resale, sharing, or redistribution rights.