← Store / Organization / Who Owns What
Organization · Build for the long term
Who Owns What
A simple chart of who is responsible for what.
- Spreadsheet
- 4 pages
- About 45 minutes to fill in
- Google Sheets · Excel · PDF
Making this yourself would take about 6 hours: working out the steps, writing the examples and setting it up in Google, Microsoft and PDF. It's done for you.
The voice in this video is George's, made with AI.
What it's for
Someone else now helps in your business, even a few hours a week, or you plan to bring someone in. It keeps things from falling through the cracks.
Pairs well with
- Define the Role Before the Person (describe the role first)
- Where the Business Still Depends on You (find what still sits with you)
What you'll leave with
- Each regular result in your business, with one owner and one backup.
- What each owner can decide alone, and what they must ask about first.
- How you'll know it's done, and when you review it together.
- Flags for results with no backup and reviews that are due, plus a view of how much still sits with you.
Look inside
How to use it
Work through the steps in order. Each one has a worked example and space to write your own answer.
- Open the Start Here tabRead the steps, the color key and the note at the bottom.
- Look at the Example tabSee how Tanya set up her yard care business with a helper and a bookkeeper.
- Your Turn, the resultsType your name at the top, then list the results that must happen again and again. Write a result, like "Invoices sent within 2 days," not a task.
- Your Turn, owners and backupsGive each result one owner and a different person as backup.
- Your Turn, limitsWrite what the owner can decide alone and what they must ask about first, using a clear limit.
- Your Turn, reviewsWrite how you'll know it's done, pick a review rhythm, and add the date you last reviewed it.
- Read the resultsEach week, fix "Needs a backup" and "Review due" first. Then check Who Carries What: if one person owns most results, hand one off.
Tips
- Share the sheet with your helpers so everyone sees the same version.
- Talk each owner and backup through their row and agree on it together.
- This chart shows who is in charge of what. It is not a job contract. If you're paying someone, check the right setup with a qualified professional.
Three formats, one purchase
- Google SheetsMake a copy in your Google Drive and type straight into it.
- Microsoft ExcelDownload and fill it in on your computer.
- PDFPrint it and fill it in with a pen.
Organization pack
Also in the Organization pack
3 documents in all
Do You Need Help Yet?
Check whether your workload really needs another person.
About 8 hours to make yourself
Define the Role Before the Person
Describe the work, what "done well" means, and what they can decide.
About 9 hours to make yourself
Ready to start?
Pay once, keep it, and download it as often as you like.