There are the responsibilities you agree each person is responsible for, but then you have the activities that you actually do every day. Sometimes they're the same thing, often they're not.
The goal of this task is to *really* understand where you and
your team are investing your time. This will help streamline some
of those activities later in the process - once you have developed
a roadmap on how to grow your business.
Use the same spreadsheet you used in the previous step (also linked
below) to capture the following information.
Get everyone on your team to make a list of all the bigger tasks they do (see list below) and add them to the responsibilities from the previous task. Once you have a complete list from everyone, go through and make sure that all the major things your company does as a whole is listed beside at least one person. Here are some examples that you'll probably need to include:
There are probably at least another 6-10 things that you do - some of which are particular to your business (shipping, invoicing, etc…). If they take more than half a day per week (on average, in total), it should be on the list.
Once you have all the things your team does to run your
business, put a percentage of how much time you spend on the
activities, on average, per week or month.