Clear Your Plate Worksheet

Do it, Delegate it, or Automate it?

Congratulations on completing the worksheet. If you asked for someone to contract you, we will be in touch!

Step 1: Brain Dump
What’s currently on your plate? Don’t edit. Don’t organize. Just list.

Step 2: Sort It
Identify the tasks that truly move the needle and fit your expertise. These are your “Do It” items.

Identify the tasks that someone else can do as well or better than you AND need a human to do them because they are too complex or happen to infrequently to automate them. These are your “Delegate It” items.

Identify the tasks that are repetitive, predictable, measurable. Have you done it more than twice and never want to do it again? These are your “Automate It” items.

Step 3: Take Action Today!
Something I will personally own better immediately:

Something I will delegate this week:

Something I will test with AI in the next 48 hours:

Optional: AI Prompt Starter
Paste into ChatGPT or any AI tool:
“Here is everything on my plate. Help me categorize each item into Do It, Delegate It, or Automate It. For anything that could be automated, suggest a simple first step.”

Have someone contact me for help with automation.

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