Hand over the admin.
Keep the decisions.
Write a clear task brief, set approval limits and hand over live work. Use the automation map, software decision sheet, weekly dashboard, filing plan and time audit to put repeat jobs in order.
13 working sections · Online + printable Free
What you get
- A 14-page companion workbook with ten chapters, a worked journey and a review record.
- A worksheet to choose the first repeat task to hand over.
- A seven-line task brief with triggers, steps and stop points.
- Approval limits and a live-job handover list.
- An access checklist, worked example and first-week review.
- An automation map and software decision worksheet.
- Three adaptable briefs for quote, invoice and certificate admin.
- A manual weekly dashboard, digital filing plan and time audit.
This pack prepares an admin handover. It does not replace technical responsibility or a data-processing agreement.
Get your free copy.
Enter your email to unlock the resource library. No payment or booking needed.
Get my free admin handover packThe email form opens here. Business tips are optional.
How to use it
Pick one repeat task
Choose a job that happens often and is easy to check. Record the facts someone needs to do it.
Write the brief and set the limits
Name the owner, next action and finished state. Say which price, technical and customer decisions need approval.
Test it and keep a copy
Review real completed tasks together. Print or save a PDF before closing the pack; entries are not saved automatically.
Looking for something else?
See all free resources