Delegation Readiness

Delegation looks different depending on where you’re starting. Choose the option that fits your situation right now.

🏢

My Whole Business

I want to understand my overall readiness to delegate — not one specific thing, just where I stand right now.

🎭

A Specific Role

I’m thinking about bringing someone on — a VA, OBM, contractor — and I want to know if I’m actually ready for that.

📋

Specific Tasks

I have a list of things I want to hand off. I’ll name them and get a readiness read on each one.

Your progress 0 / 18 checked

1

How You Currently Operate

I know which parts of my business take the most of my time each week.

I can identify at least 3 things I do regularly that don’t require my personal decision-making.

I’m not the only person who knows how most things in my business get done.

My business doesn’t come to a halt if I step away for a few days.

2

Your Documentation & Systems

I have written processes for at least some of my recurring tasks.

My files, tools, and logins are organized enough that someone else could navigate them.

I know where the gaps are in my documentation.

My client-facing processes feel consistent — not reinvented each time.

3

Your Mindset Around Delegation

I’m genuinely okay with tasks being done differently than I’d do them — as long as they’re done well.

I have (or can make) time to onboard and support someone at first.

I trust that delegating isn’t losing control — it’s gaining capacity.

I’m not holding onto tasks out of habit or guilt — just because I’ve always done them.

4

Your Practical Readiness

I have a clear sense of what I want to protect and keep doing myself.

My revenue is stable enough to bring in support without immediate pressure on ROI.

I know what a win looks like — so I’d recognize when delegation is actually working.

Delegation would free up time for higher-value work, not just create a new management job.

Please check at least one item before submitting.

Reading the room backstage…

What role are you thinking about bringing on?

Your progress 0 / 15 checked

1

The Role Itself

I can describe what this person would actually do — not just what I need help with in general.

The responsibilities are consistent enough to justify a recurring role.

I know what skills and experience this role actually requires.

I have a realistic sense of how many hours per week this role would need.

2

Your Operational Foundation

I have (or am ready to build) documented processes for this role’s key tasks.

The tools and systems this person would use are already set up — or I know what’s needed.

I could onboard someone without everything living only in my head.

I know what “good” looks like for the work this person would do.

3

Your Readiness to Lead

I have capacity to manage this person — check in, give feedback, course-correct when needed.

I’m not looking for someone to “figure it out” — I’m ready to lead the relationship.

I understand the difference between an employee, a contractor, and a subcontractor — and I know which I need.

4

The Practical Side

My budget for this role is realistic — not just hopeful.

I know what problem this role solves — and it’s a real, recurring problem.

Bringing this person on would create meaningful breathing room for me.

Please check at least one item before submitting.

Reviewing your production notes…

What tasks are you thinking about delegating?

Your progress 0 / 12 checked

1

Clarity on the Work

For each task, I can describe what “done” actually looks like.

These tasks happen regularly — not just occasionally or one-off.

None of these tasks require my specific voice, judgment, or creative input every time.

I’ve done these tasks myself and understand them well enough to explain them.

2

Your Documentation

I have (or could write) a clear process for how each task gets done.

The tools, logins, and resources needed are accessible and organized.

Someone could complete these tasks without coming back to me with basic questions.

I know where the common mistakes happen and can explain what to watch for.

3

Your Readiness to Let Go

I’m prepared to invest time upfront to save more time long-term.

I’m okay with “good enough” — not just “exactly how I’d do it.”

I know how I’ll review this work without micromanaging the process.

Delegating these tasks would genuinely free up time or mental space for higher-value work.

Please enter at least one task and check at least one item.

Reviewing your task list backstage…

Your Readiness Score

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