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The Delegation Audit: What to Offload First

Executive Productivity

The Delegation Audit: What to Offload First

Most executives delegate too little, too late. Here is the framework that actually works.

The RPM Team · February 20, 2025 · 6 min read

We see it in every discovery call. A brilliant founder or executive, completely buried, tells us: "I know I need to delegate, but I don't even know where to start. It feels faster to just do it myself."

This is the Delegation Paradox. You are too busy to train someone to help you be less busy. So you stay trapped in the weeds, handling tasks that are wildly below your pay grade, simply because you don't have a framework for handing them off.

The problem isn't that you don't want to let go. It is that you lack a system for deciding what *can* be let go without things falling apart.

You need an audit. Not a complex, week-long time study. Just a simple, ruthless 30-minute exercise that will clarify exactly where you are bleeding time.

The Core Question

Before we get to the quadrants, there is one question that cuts through the noise. For every single task on your to-do list, ask:

Does this specific task require MY unique judgment, MY personal relationships, or MY specific expertise?

If the answer is no, it should not be on your plate. Period.

It does not matter if you are "good at it." It does not matter if you "don't mind doing it." If someone else (or something else) can do it 80% as well as you, you are wasting company resources by doing it yourself.

The 4-Quadrant Framework

Forget urgency and importance for a moment. We use a different model adapted for high-performers, based on Skill Required vs. Value Generated.

Imagine a grid.

### 1. High Skill + High Value (Protect) These are the tasks only you can do. Strategy. Investor relations. Key hiring decisions. Product vision. Big partnerships. Action: Keep these. This is your zone of genius. This is where you make your money.

### 2. High Skill + Low Value (Automate or AI) These are tasks that require intelligence but are repetitive or data-heavy. analyzing complex spreadsheets, initial research passes, drafting standard legal responses, sorting through resumes. Action: This is where AI shines. Tools can handle the first 80% of this work, presenting you with a synthesized set of options to review.

### 3. Low Skill + High Value (Delegate to Human) These are the tasks that are critical to the business but don't require *your* brain. Scheduling important meetings. Managing your inbox. Booking travel. coordinating team offsites. sending gifts to clients. Action: This is the sweet spot for a high-level Executive Assistant. The value is high (a missed meeting is expensive), but the skill is procedural. A human partner can handle this with nuance and care.

### 4. Low Skill + Low Value (Eliminate) Formatting slides. color-coding calendars. attending status meetings where you don't speak. reading FYIs. Action: Stop doing these immediately. Delete them. Decline them. If they must happen, automate them entirely.

The Usual Suspects

When we run this audit with new clients, we almost always find the same three culprits clogging up their time.

1. Inbox Management. You are likely spending 2 hours a day here. You shouldn't be. An EA can filter 90% of this, leaving you with 10 emails that actually matter.

2. Scheduling. The back-and-forth "does Tuesday at 2pm work?" dance is a productivity killer. It breaks your flow. It is low skill, high value. Delegate it.

3. Travel & Logistics. Researching flights, booking hotels, finding restaurants. It feels like "work" but it is just admin. Hand it off.

How to Run Your Audit

Here is the 30-minute exercise we use during our onboarding process.

1. Look back. Open your calendar and your sent folder for the last two weeks. 2. List every task. Write down everything you did that took more than 15 minutes. Be specific. "Emailed Bob" is too vague. "Spent 45 minutes finding a time for the board meeting" is better. 3. Apply the quadrant. Mark each task with a 1, 2, 3, or 4 based on the model above. 4. Calculate the waste. Add up the hours spent on 2, 3, and 4.

We recently did this with a Series B founder. He was shocked to find he was spending 22 hours a week—more than half a standard work week—on tasks in quadrants 3 and 4. He was effectively a very expensive admin assistant for 50% of his time.

The Result

Once you see the data, you can't unsee it.

That founder? We paired him with an RPM Executive Assistant and set up our AI automation stack. Within two weeks, he had reclaimed those 20 hours.

He didn't use that time to rest (though he could have). He used it to close a partnership that had been stalling for three months because he "didn't have time" to focus on it.

He moved from reacting to everything to driving the business.

Start with Discovery

This audit is the first thing we do with every new Refinery PM client. We call it Discovery & Audit. We don't just guess what you need. We look at your data, your habits, and your goals, and we build a custom roadmap to get you out of the weeds.

You don't have to do this alone. In fact, you probably shouldn't.

We have refined this process over thousands of hours. We know exactly where the hidden time sinks are.

If you are ready to stop drowning in admin and start leading again, let's talk.

[Get your free consultation here](/contact)

Colin

Written by the RPM Team

Refinery PM helps executives, founders, and high-performers reclaim their time through human-powered support and AI automation.

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