Who Can You Actually Hand It To?
On the list of fires: “who you can hand it to”
Module 1 · The Owner Trap · Play 4 of 10
In a hurry? ↓ Do this this week
The problem in one breath
Every bit of advice about delegating assumes you already have someone ready to take the handoff. You look around your own company and you are not sure you do. So you keep holding everything — because handing it to the wrong person means a callback, a lost homeowner, or a torn-up roof you have to answer for.
Why it happens
You have never spelled out what "ready" even looks like. "Good worker" is not the same as "ready to decide." Your best nailer can still call you six times a day. Readiness is not about how clean he runs a valley — it is about his judgment when you are nowhere near the job. That is a different thing, and you cannot hand off blind hoping it is there.
The play
- Pick one person. The one you would hand off to first — usually your lead foreman or your office manager. Not the whole crew. One name.
- Score them honestly against the checklist. The tool gives you twelve things you can actually watch — not "is he smart" but "does he price a surprise deck repair without calling me," "do his homeowner talks come back to me as complaints." Score each one never, sometimes, or always. Scoring high to feel better just hands the wrong guy the keys.
- Read the band. The sheet lands them in one of three: delegate now, grow first, or wrong seat. Believe the number even when you were hoping for a different one.
- If "grow first," build them on purpose — three rungs, in order.
- Shadow: they ride along on estimates and job starts and watch you decide out loud. They hear the why, not just the what.
- Silent seat: they make the call while you sit in the truck and say nothing. Then you debrief — what they saw, what they would change. Biting your tongue is the whole drill.
- Solo job: one whole roof, start to finish, theirs. You debrief at the end, not during.
- If "wrong seat," stop trying to delegate to them. Either they are great at the job they already do — leave them there and stop forcing it — or you have a hire to make before you can get out of the truck. Handing real calls to someone who cannot hold them is worse than keeping the calls yourself.
Do this this week
Pick one person and score them on the checklist. Fifteen minutes. Do not tell them yet — this first pass is for you, to see clearly where they actually stand before you build a plan around them.
The tool
Or fill it in here — no download →
Opens in Excel, Google Sheets, Numbers or LibreOffice. Grab it on the phone now — it’ll be waiting on the computer at the shop.
is-this-person-ready-to-decide.xlsx — the readiness checklist. Twelve observable behaviors, each scored never / sometimes / always from the dropdown. The sheet adds up a readiness score and drops the person into a band: delegate now, grow first, or wrong seat. One sample foreman is filled in so you can see how it reads. See the sheet notes below for the score bands and how to tune them.
If your crew is 1099
This play is about growing a W2 employee into a decision-maker — shadowing, silent seats, debriefs. You cannot do that with a subcontractor, and you should not try. You develop an employee; you select a sub. If the person you would hand off to is really a 1099 crew lead, the question is not "how do I grow him" — it is "is this the sub I keep rehiring, and does our contract spell out what he is allowed to decide?" Coaching, shadowing, and running a development plan for a 1099 the way you would for an employee is also a fast track to wrecking his 1099 standing and landing you a misclassification bill. Grow employees. Choose subs.
M1-04 · Who Can You Actually Hand It To? — Roofer MBA, https://roofermba.com/plays/owner-trap/who-can-you-delegate-to
The sheet notesHow the sheet works — the columns and the formulas
The columns, the formulas behind them, and the judgment calls — so you can rebuild it by hand if you ever need to.
What it does
You score one person — a foreman or your office manager — against twelve things you can actually watch on the job. The sheet adds up a readiness score out of 24 and drops them into a band: delegate now, grow first, or wrong seat. One sample foreman is filled in (delete those ratings before you score your own).
How to use it
- Put the person's name in B2.
- For each of the twelve rows, pick Never / Sometimes / Always in column C (dropdown) — how often that is true of them today, not how often you wish it were.
- Read the READINESS SCORE and BAND at the bottom.
- Score honestly. Marking "always" to feel better just hands the wrong person real decisions.
The twelve behaviors
They are deliberately observable — things you have either seen him do or seen him not do — not opinions about how smart or nice he is. Judgment when you are not there is what you are measuring: pricing a surprise repair, catching a bad scope, making the weather call, owning a mistake, bringing you a fix instead of just a problem.
Scoring and formulas (so you can rebuild it)
- Each rating scores Never = 0, Sometimes = 1, Always = 2. Points cell (D5, fill down):
=IF(C5="Always",2,IF(C5="Sometimes",1,IF(C5="Never",0,""))) - Readiness score:
=SUM(D5:D16)(max 24). - Band:
=IF(COUNTA(C5:C16)<12,"Score all twelve",IF(score>=20,"Delegate now",IF(score>=12,"Grow first","Wrong seat")))— until all twelve rows are rated, the band cell reads Score all twelve, so a half-filled (or freshly cleared) sheet never brands anybody "wrong seat" on no evidence.
Only IF, SUM, and COUNTA are used, so it opens and computes in old Excel, Numbers, and LibreOffice — no 365-only functions.
The bands (a judgment call — tune them to your bar)
| Score | Band | What it means |
|---|---|---|
| 20–24 | Delegate now | Mostly "always." Hand over real calls and get out of the truck. |
| 12–19 | Grow first | Real potential, real gaps. Run the shadow → silent seat → solo-job plan in the play. |
| 0–11 | Wrong seat | Not ready for decisions today. Keep them where they're strong, or make a hire before you delegate. |
These thresholds are a starting point, not a law. If your appetite for callbacks is low, raise the "delegate now" line to 22. The sheet ships with the numbers already saved in it, so a phone preview shows real figures; they recalculate as soon as you type in it.
The one thing
Do this this week
Pick one person and score them on the checklist. Fifteen minutes. Do not tell them yet — this first pass is for you, to see clearly where they actually stand before you build a plan around them.
Take it with you
One email unlocks this and every other sheet and card on the site. The plays stay free.
Same fire
You're working nights and can't say what ate the day
- M1-03where your week actually goes
- M1-04who you can hand it to — you’re here
- M5-05where the hour belongs
Fixed this?
The day gets eaten by decisions only you're allowed to make.
The fire right behind it is usually Every decision waits on you.