Communication – A Pass Down List to Keep Everyone Informed

By Kimberley Borgens


Ladies, let’s face it. Running a successful business requires wearing many hats. However, trying to do everything yourself can quickly lead to burnout and decreased productivity. That’s why it’s crucial to have a proactive plan in place for redistributing work responsibilities when needed. Having a plan can help make sure that your business always runs smoothly and that you can focus on what you do best.

Today, I’ll share with you why being proactive is essential, when and why you might need to redistribute work, and my secret weapon for doing so effectively. With this plan, you’ll have a solid understanding of how to create a system that works for your business and your team.

Reasons for Redistributing Work Responsibilities

If you anticipate potential changes in staffing, you can proactively plan for contingencies, ensuring that your business can continue to operate effectively. Understanding these reasons can also help you identify critical roles and responsibilities, implement effective strategies for redistributing work, and create a plan to reduce risk and increase flexibility.

Here are some common scenarios that may require a proactive plan for redistributing work:

  • Unexpected personal emergencies: Family emergencies, health crises, and other unexpected events can take someone away from work for an extended period of time. Having a plan in place can help ensure that your business continues to operate smoothly while you or your employees attend to personal matters.
  • Increased workload: Business growth or sudden spikes in demand can cause an increase in workload that you may be unable to handle on your own. By redistributing work responsibilities, you can ensure that all tasks and projects are completed on time and to the best of your team’s abilities.
  • Training and development: When employees need to learn new skills or undergo training, redistributing work can help ensure they have the time and resources needed to succeed.
  • Employee absences or resignations: When employees call out sick or resign, redistributing their tasks can make sure they are still completed while you search for any necessary replacement.
  • Changes in government regulations or policies: Changes in regulations or policies can require you to adjust your business practices or change the way you operate. Redistributing tasks can help make sure that everyone is aware of the changes and is working to comply with new rules.
  • Technological advancements and innovations: Technological advancements and innovations can require you to adopt new tools or processes. Shifting work responsibilities can help ensure everyone is trained on and uses new systems effectively.

By being proactive and having a plan for redistributing work responsibilities, you can ensure that your business continues to operate smoothly, even during unexpected situations.

Identifying Critical Roles and Responsibilities

Before creating a plan for shifting work responsibilities, it’s essential to identify your business’s critical roles. These tasks and positions are crucial to your day-to-day operations and cannot be left unattended for long periods of time.

Here are some steps to help you identify critical roles and responsibilities:

  • Make a list of all roles and responsibilities in your business: This includes all tasks and positions, even those that may seem minor or inconsequential.
  • Prioritize each role and responsibility based on its importance to your business operations: For example, returning calls to clients would be higher on the priority list than ordering a printer cartridge.
  • Determine the impact of not having a particular role or responsibility fulfilled: Consider the consequences of not having someone fill a particular role or complete a specific task, such as lost revenue or decreased customer satisfaction.
  • Identify backup options for critical roles and responsibilities.: Consider who could take on these tasks if the primary person performing the role is unavailable. This could include other team members, contractors, or outsourcing.
  • Regularly review and update your list: Your business needs may change over time, so it’s important to regularly reassess your critical roles and responsibilities list.

By identifying critical roles and responsibilities, you can ensure that you have a clear understanding of what needs to be done and who is responsible for each task. This will make creating a plan for redistributing work responsibilities easier when needed.

Creating a Proactive Plan

Creating a proactive plan is essential for managing your business effectively. By anticipating potential changes in staffing, you can avoid overworking yourself or your staff and ensure that your business continues to operate smoothly.

Here are some steps to follow when creating a proactive plan:

  • Define Roles and Responsibilities: Clearly define roles and responsibilities for each member of your team. Make sure that everyone understands their own assignments and those of their colleagues.
  • Identify Critical Roles and Responsibilities: Don’t forget to identify critical roles and responsibilities. You’ll also need backup options in place for each position you selected.
  • Communicate the Plan: Make sure that everyone on your team is aware of the plan. Each person should understand their part and how it will be implemented.
  • Regularly Review and Update the Plan: Regularly review and update the plan to make sure it remains effective and relevant to your business needs. This can include updating positions and responsibilities, identifying new critical roles, or adjusting the plan based on feedback from team members.
  • Practice the Plan: Regularly practice the plan with your team. This can include simulated scenarios or role-playing exercises. This helps make sure that everyone is prepared for unexpected changes and knows how to implement the plan effectively.

By creating a proactive plan, you’ll know that your business is prepared for unexpected changes and that you’re not taking on more than you should. Remember to regularly review and update the plan, so it remains effective and relevant to your business needs.

The Pass-Down List: Your Secret Weapon To Success

In addition to creating a proactive plan for redistributing work responsibilities, it can be helpful to implement, what I call, a “pass-down list” in your business. This is a central system where information on tasks and responsibilities is kept so that anyone can dive in and take over temporarily if someone cannot fulfill their duties.

Here are some reasons why a pass-down list can be effective:

  • Provides Clarity: A pass-down list clarifies who is responsible for each task and responsibility. This can reduce confusion and makes sure that tasks are completed on time and to the required standard.
  • Increases Flexibility: Employees can take on new tasks and responsibilities as needed by having a pass-down list. This can increase flexibility in the workplace and allow employees to learn new skills and take on new challenges.
  • Reduces Risk: If an employee unexpectedly leaves or cannot fulfill their duties, a pass-down list can reduce the risk of work being left incomplete. This helps ensure that your business can continue to operate effectively even when faced with unexpected changes.

Here are some steps to follow when implementing a pass-down list:

  • Identify Critical Tasks and Responsibilities: The first thing you need to do is to identify critical tasks and responsibilities. Make sure that these tasks and duties are included on the pass-down list.
  • Create the Pass-Down List: Create a central system where the pass-down list will be kept. This can be a shared document, spreadsheet, or other digital tool.
  • Include Relevant Information: For each task and responsibility, include relevant information such as:
    • A brief description of the duty or responsibility
    • The person responsible for completing the task
    • The due date for the task
    • Any important details or instructions (such as login information)
  • Regularly Review and Update the List: Regularly review and update the pass-down list to ensure it remains effective and relevant to your business needs. This can include updating tasks and responsibilities, identifying anything new or critical, or adjusting the list based on feedback from team members.

By implementing a pass-down list, you can provide clarity, increase flexibility, and reduce risk in your business. Remember to regularly review and update the list to make sure it remains effective and relevant to your business needs.

The Benefits of Planning Ahead

As a woman entrepreneur, it’s crucial to have a proactive plan in place for redistributing work responsibilities when unexpected changes occur. I know that creating your plan takes time and effort, but the benefits are well worth it. By being prepared, you can avoid taking on more work than you should and feel confident that your business can continue to operate effectively even when faced with unexpected challenges!

Kimberley Borgens

About the author

Kimberley Borgens was married at 18, a mother at 19, and divorced at 20, she has journeyed from being a single mom on welfare to recognizing her strengths, fighting for what she believes in, and successfully building 5 thriving businesses with hundreds of employees and million-dollar budgets. Kimberley is a speaker, business mentor, and coaches her clients to transform their small business into a thriving business. Kimberley is living her own legacy as she inspires and motivates women to be fearless, become more like a CEO of their business and life, and enjoy the freedom they've dreamed of. She knows what it's like to start from nothing and build a strong solid business and she can help you too.

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