Daily Task: 15 minutes
Check in with five clients. Instructions here.
Project Focus: EHR
Yesterday, we did a time audit. Start there.
We used a sheet like this, and filled in the work we were completing as we went:
| Time | Task | Role |
|---|---|---|
| 6:00 | mopping | |
| 6:15 | mopping | |
| 6:30 | opening up | |
| 6:45 | posting to social media | |
| … | coaching | |
| 9:00 | emptying garbage cans |
Now our job is to group the “Tasks” you completed into “Roles”. The Roles will become job titles. You can also think about Roles as the hats you wear in the business over the course of a day.
For example:
Cleaner
Bookkeeper
Baker
Scheduler
etc.
| Time | Task | Role |
|---|---|---|
| 6:00 | mopping | cleaner |
| 6:15 | mopping | cleaner |
| 6:30 | opening up | admin |
| 6:45 | posting to social media | marketer |
| … | baking | baker |
| 9:00 | emptying garbage cans | cleaner |
Break down your day into 10-12 roles, and give each role a title. Imagine hiring someone to replace you in each role – they would all require different sets of skills, right? You’re probably doing most of them yourself right now. Tomorrow, we’ll change that.
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