<aside> ❤️ Sent here by a friend? This template is part of the larger Free Time Toolkit. Sign-up to get full (free!) access at ItsFreeTime.com/toolkit, and make sure you get a copy of the book that goes with it: Free Time: Lose the Busywork, Love Your Business by Jenny Blake. For a full done-for-you business operations hub like the one Jenny describes in the book, learn more about the Free Time Dashboard »

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Week One: Observation

What tasks are piling up, slowing things down, or falling through the cracks? Where are you the bottleneck?

Observe over the course of a week; for example, when processing email, after team meetings, at the end of the week, or mapping your tasks for the week ahead.

Why is this task piling up or getting missed?

Is it even worth keeping on your to-do list?

<aside> ☑️ Ex: Scheduling in-person meetings with friends or acquaintances

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<aside> 🤔 I'm unsure where to meet, or when is best given my schedule and energy

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Week Two: Brainstorm Solutions

Task

Repeat from above

<aside> ☑️ Scheduling in-person meetings (press shift + return to create line blanks so each row stays together :)

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What system could you create for this?

How could you delegate part or all of it?

<aside> ⚙️ Set-up a Calendly type for scheduling in-person meetings on one (max two) days each month.

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What is the first next step that needs to happen?

<aside> ✅ Decide when/where I want that meeting block to take place / Create the Calendly type and save the link in an email template

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Week Three: Review

How did your experiments and next steps go?

Notes / Feedback / Next Steps:

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