01 / Owner· / 07
Does every client task have one named person responsible?
If two people share it, nobody owns it.
Why it matters
Shared ownership looks collaborative and behaves like absence. When something stalls, nobody feels the pull to move it.
How to test it
Pick the five most recent client requests. For each, write one name next to it. Any request with two names, a team name, or a blank fails.
Fix this week
Add a required "Owner" field to wherever work is tracked. Rule: one person, never a group. Backups are named separately as "Cover".
02 / Checklist· / 07
Could a new teammate run your main process from a written checklist?
If it lives in your head, it is not a process.
Why it matters
A process nobody else can run is a personal habit. It caps your capacity and makes every absence risky.
How to test it
Hand your main process (onboarding, delivery, or billing) to someone who has never done it, with only what is written. Count how many times they need to ask you something.
Fix this week
Record yourself doing the process once, then turn the recording into a numbered checklist of 10 steps or fewer, each starting with a verb and naming the tool used.
03 / Independence· / 07
Would client work keep moving if you were offline for a week?
Vacations are the real stress test.
Why it matters
Everything that waits for you during a week away is a decision or knowledge you have not handed over yet.
How to test it
List what you did last week that only you could do. Mark each: decision, knowledge, or access. Those are your three leaks.
Fix this week
Pick the single most frequent item on that list and write the rule behind it ("if X, do Y, up to Z"). Hand it over this week.
04 / Status· / 07
Can anyone see the status of every client request in one place?
Not in chat. Not in your memory.
Why it matters
When status lives in conversations, the only way to know where things stand is to ask you. That is a status meeting with one attendee and no end.
How to test it
Ask a teammate: "What is the status of client X?" If the answer needs more than one place or one person, it fails.
Fix this week
Create one list with four states: New, In progress, Waiting on client, Done. Every request lives there. Chat is for discussion, never for status.
05 / Handoffs· / 07
Are handoffs between people written down, not just said in chat?
Work gets dropped in the gap between two people.
Why it matters
A handoff in chat has no definition of done. The sender thinks it is passed and the receiver has not seen it.
How to test it
Find the last handoff between two people. Can you see what was passed, who received it, and by when? If you have to scroll a thread, it fails.
Fix this week
Use one handoff note with four lines: what is being passed, what is done, what is pending, and the date it is due. The receiver confirms in writing.
06 / Approvals· / 07
Can your team decide without waiting for your approval?
If everything needs you, you are the bottleneck.
Why it matters
Approvals feel like quality control. Past a point they are a queue that you alone service.
How to test it
Count how many items waited for your approval last week and how many you changed. If you changed fewer than 1 in 5, most of that queue was unnecessary.
Fix this week
Write a limit: "Anyone on the team can approve up to X in cost or Y in scope without asking. Above that, come to me." Start with the approvals you rarely change.
07 / Review· / 07
Did you improve one process in the last 30 days?
Systems that are never reviewed slowly decay.
Why it matters
Processes drift as clients, tools and people change. Without a review habit, the checklist from six months ago describes a business that no longer exists.
How to test it
Open the oldest process document. Is it still true? If nobody has touched it in 90 days, assume it is not.
Fix this week
Put a 30-minute monthly review in the calendar. Bring the one process that caused the most rework last month and change one step.