Activity 1: Identify Delegable Tasks

Task Analysis & Justification

Task Repetitive/Time-Consuming Outside Core Responsibilities Delegable? Justification
Inbox Management ✅ Yes ✅ Yes ✅ Yes Managing emails is a daily, repetitive task that an EA can handle efficiently, prioritizing critical messages and reducing CEO workload.
Project/Task Management ✅ Yes (Ongoing tracking) ⚠️ Partially (CEO may need oversight) ✅ Yes While the CEO provides strategic direction, an EA can oversee execution, ensuring deadlines are met and tasks are delegated properly.
Bookkeeping/Finance ✅ Yes ✅ Yes ✅ Yes Routine financial tracking, expense reports, and invoice processing can be handled by an EA or finance team, freeing up CEO focus.
Travel Management ✅ Yes ✅ Yes ✅ Yes Booking flights, hotels, and itineraries can be efficiently managed by an EA, ensuring smooth executive travel without CEO involvement.
Calendar Management ✅ Yes ✅ Yes ✅ Yes Scheduling meetings, managing conflicts, and ensuring strategic time allocation should be handled by an EA to optimize the CEO’s time.

Activity 2: Develop Delegation Workflow

📅 Calendar Management Delegation Workflow

Task Details

👤 Person Responsible

⏳ Deadlines & Milestones

Milestone Deadline Details
Daily Review End of each day Review the CEO’s calendar for conflicts, updates, and priority shifts.
Weekly Planning Every Friday Send a proposed schedule for the upcoming week, ensuring strategic time allocation.
Monthly Sync First Monday of each month Review recurring meetings, travel plans, and major commitments.

🛠 Tools & Resources


Notes:

1. Rationale Behind Delegation - Key points