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WHY THIS MATTERS

Most of what you do, you do because you always have. Handing a task over well, with written instructions and a clear line for when to contact you, is what lets you actually switch off.

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WHAT TO DO

Work out what truly requires you. Add every delegated task to the database, choose a person and a backup, and write (or adapt) an SOP for each one.

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WHEN TO DO IT

Find people 10–12 weeks before your due date. Do a trial run with a past session 6–8 weeks before. Hand over fully before leave starts.

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What actually requires me?

There's a difference between tasks only you can do and tasks you've simply always done yourself. Sort your work honestly.

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Only I can do this

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I've just always done it

Ask these four questions about any task you're unsure of:

  1. Is this a creative judgment only my eye can make, or does it follow a pattern I could explain?
  2. Did the client book me for this part, or for the result?
  3. Could someone trained do it 80% as well? Would the client notice the other 20%?
  4. Am I holding on because of quality, or because of fear?

Who you might delegate to

How to hand over a task well

  1. Choose the person and a backup person.
  2. Write the SOP (use the templates below; they're mostly done for you).
  3. Share access through a password manager. Never put passwords in Notion.