Planning & Organization Tools
Find the gaps between effort and output.
Busy and productive are different things, and most professionals confuse them. High effort with low output usually points to one of three problems: unclear priorities, too many task switches, or doing work that should be delegated. This assessment maps where your time actually goes so you can redirect it where it matters.
The goal is not to find out how hard you work. The goal is to find the gap between where your time goes and where it should go - then close it.
Rate yourself from 1 (rarely) to 10 (consistently) on each skill. Use the Notes column to record what's behind a low score.
| Skill | Rating (1–10) | Notes |
|---|---|---|
| Task prioritization – I work on high-impact tasks first | ||
| Focus and deep work – I protect blocks of uninterrupted time | ||
| Meeting management – I attend only meetings that need me | ||
| Communication efficiency – I respond in batches, not constantly | ||
| Delegation – I hand off work that others can do | ||
| Saying no – I decline requests that don't serve my priorities | ||
| Energy management – I do demanding work when my energy is highest | ||
| Deadline reliability – I complete commitments on time without heroics |
List up to 6 activities that consume significant time in your week. Estimate hours, rate value created, and identify delegation potential.
| Activity | Hours/Week | Value Created High / Medium / Low / None |
Delegatable? Yes / No |
|---|---|---|---|
Any activity rated Low or None value that takes 2+ hours/week is a time leak. Any activity marked Yes for delegation is a leverage opportunity.
Check all that apply to you regularly:
For each of your top 3 blockers, document a specific example, what it cost you, and the concrete change you will make.
These questions are designed to deepen the work you completed in this assessment. Bring your answers to your next coaching session.
Look at Section 2. Which "Low" or "None" value activities take the most time? What would have to be true for you to stop doing them – or hand them to someone else?
In Section 4, you identified specific changes. What is the real obstacle to making them? Not the blocker itself – but what has kept you from addressing it already?
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