Worksheets
Admin handoff worksheet
One recurring task per sheet. Name it, write the trigger, owner, record, and definition of done, then hand it over and let the test tell you if it stuck.
Inside this resource
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01
The task
One task per sheet. Name it as an action so someone else could recognise it.
- What it is
- How often it happens (daily / weekly / monthly)
02
The handoff
Four short answers that let someone else run the task without asking you.
- Trigger — what starts the task (a date, an invoice arriving, an email)
- Owner — who does it now (name or role)
- Record — where it is logged when done (tool, folder, spreadsheet)
- Definition of done — how you will know it is finished, without asking
03
The test
Hand it over for one cycle. Questions back to you become additions to the sheet; two clean cycles means it is handed off.
- One cycle with a new owner
- Questions asked become notes on the sheet
- Two cycles with no questions = handed off
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