Hand off the work that belongs to who you were. Run the holiday stress test in November so December doesn't run it for you.

By Dan Kaufman. Free. Duplicate this page into your own workspace (top right, the three dots, then Duplicate) and work through it in order.

How to use this kit

1. Run the Ten Day Inventory (Part 1).
2. Sort every task by era with the money test (Part 2).
3. Kill first (Part 3).
4. Record, then write, using the transcript prompt (Part 4).
5. Climb the Handoff Ladder one rung at a time (Part 5).
6. Automate the glue (Part 6).
7. Run the November Dry Run and fill in the Coverage Sheet (Parts 7 and 8).
8. Send the holiday notices (Part 9).
9. Follow the 30 Day Handoff Calendar and score yourself (Parts 10 and 11).

Time commitment: about 15 minutes a day for ten days, then two to three focused hours a week for the next month.

Part 1. The Ten Day Inventory

For ten working days, log every task you touch. Be specific. "Client stuff" is not a task. "Rebuilt the onboarding doc for the new client" is.

Rules:

• Log as you go, or at minimum at lunch and at the end of the day.
• Include the off-laptop work: calls, texts, the parking lot emails.