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Worksheet Level 9

Strategic vs. Operational Task Audit

Find out how much of your week is spent growing the business versus just keeping it running.


Section 1
List All Tasks From Last Week

Write down everything you did last week. Do not filter or judge. Include meetings, emails, admin, creative work, sales calls, hiring tasks, putting out fires. Everything. Be thorough because the patterns only show up when you capture it all.

Section 2
Strategic Tasks (Grows the Business)

From your list above, pull out everything that directly contributes to growth: new revenue, new clients, new capabilities, better positioning, bigger opportunities. These are the things that change your trajectory.

Section 3
Operational Tasks (Keeps It Running)

Everything else. These tasks are necessary but they do not grow the business. Client delivery, invoicing, admin, scheduling, fixing tech issues, managing day-to-day team questions.

Section 4
Your Strategic to Operational Ratio

Count the hours (or estimate them) for each category. Divide strategic hours by total hours. Most founders land around 20/80. A healthy target for a CEO is at least 50/50. Write your ratio here.

Section 5
What to Delegate or Eliminate

Look at your operational list. For each item, ask: Can someone else do this? Can I create a process so it runs without me? Can I stop doing it entirely? Write your delegation plan.

Section 6
Your Target Ratio and Deadline

Set a specific target for your strategic-to-operational split and a date by which you want to hit it. Be realistic. Moving from 20/80 to 50/50 usually takes 3 to 6 months of intentional delegation.

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