The Delegation Playbook is a free interactive workbook from BlueMoso for founders, executives, and agency owners who want to delegate to a virtual assistant. It walks through four phases — mindset, audit, blueprint, and equip — and produces a printable delegation plan in under an hour.
Founders and executives whose calendars, inboxes, and operational work are leaking time. Agency owners who need to free up senior capacity. Anyone who has thought "I should hire a VA" but stalled because they don't know what to hand off or how.
Before you decide what to delegate, decide what your time is worth. Calculate your effective hourly rate. Every task that costs less than that rate is a candidate to offload.
Log your recurring weekly tasks. The workbook automatically sorts them on an Impact × Expertise matrix into three buckets: Keep (high impact, only you can do it), Delegate (recurring, repeatable, someone else can do it well), and Find (specialist work — hire a one-off expert).
Choose three delegation candidates from the audit. For each, write a one-line definition of "done" and identify exactly where the handoff happens. This is the difference between "I should delegate this" and "this is delegated."
Hand the plan to your VA along with access, voice samples, and SOP templates. Run a four-week calibration period with weekly review checkpoints.
Most founders complete the Delegation Playbook in 30–45 minutes. The output is a printable plan you can hand to a VA on day one.
Yes. The Delegation Playbook is free, requires no signup to use, and exports to PDF. It is published by BlueMoso, a managed virtual assistant service.
Once you have your plan, you can run it yourself, hire on a marketplace, or have BlueMoso match you with a vetted VA in about four days. See bluemoso.com for pricing and matching.