Task Triage Worksheet: Delegate or Delete?
Scaling is impossible if you are buried in low-value tasks. Use this interactive worksheet to categorize your workload by value and skill so you can stop reacting and start leading.
Step 1: Inventory Your Week.
List every recurring task you perform. Don’t filter—if it takes your time, it goes on the sheet.
Step 2: Score Your Genius.
For each task, ask: "Could someone else do this?" If yes, it’s a Level 1. If only you can do it, it’s a Level 5.
Step 3: Audit the Revenue.
Does this task lead directly to a sale or keep a customer? If it doesn’t drive growth, mark it "No."
How to Triage Like a CEO
The grid above is the starting point. Below is the expert advice for categorizing your workload and finding your "CEO Focus."
The "Energy Drain" Audit
Mark the tasks that leave you exhausted. These are prime candidates for delegation, even if they require a higher "Genius Level." Protecting your energy is a business requirement.
The Quadrant Test
Tasks marked as "Low Genius" but "High Revenue Impact" (like lead tracking or basic follow-ups) are your first targets for Business Automation or fractional support.
Technical SEO & Speed Check
Open their site on your phone. If it’s slow or hard to use, that is a "Friction Point." If their digital front door is broken, yours just needs to be easy for you to use to win. We call this Technical SEO—and it’s often the easiest way to jump ahead.
The Rule of 3
If a task hasn't moved the needle for the business in 3 consecutive weeks and has no revenue impact, it belongs in the Delete pile. Stop doing work that doesn't work for you.
Audit Your Workload
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