Reallocation Planning Worksheet

Design a concrete plan to shift time from execution to judgment. Identify what to automate, delegate, or eliminate — and where to reinvest the freed hours.

Last updated June 2026

Category Career & AI Risk

Audience All professionals, Managers

Format PDF · 1 page

What's Inside

01Tasks to Eliminate/Automate Table

02Time Freed Calculator

03Reinvestment Plan

04New EJR Target Setting

05Manager Proposal Draft Prompt

Who This Is For

Professionals in Week 3 of the 30-Day Protocol
Managers restructuring team workflows
Anyone preparing for role evolution

When To Use It

After completing Week 2 Moat Identification
When planning automation of your own work
Before proposing role changes to leadership

Copy-Paste AI Prompt

Help me create a reallocation plan for my professional role.

My role: [JOB TITLE]
My current EJR: [X]%
My top 3 execution-layer time consumers:
1. [TASK] — [X] hours/week
2. [TASK] — [X] hours/week
3. [TASK] — [X] hours/week

My top moats from Week 2: [LIST THEM]

For each execution task, recommend:
- Automate (with what tool/method?)
- Delegate (to whom or what?)
- Eliminate (why isn't it needed?)

Then create a reinvestment plan: how to allocate the freed hours
into my identified moat activities.

Calculate my new target EJR after reallocation.

Common Mistakes

Planning to automate tasks you don't actually control
Reinvesting freed time into more execution work
Setting unrealistic EJR targets
Not considering what tools exist for automation
Forgetting to plan the manager conversation

Best Practices

Start with the easiest task to automate or delegate
Calculate actual hours freed, not percentages
Reinvest 100% of freed time into moat activities
Draft a one-paragraph role evolution pitch
Target reducing EJR by at least 15 percentage points

Download the full worksheet with elimination planning, reinvestment mapping, and new EJR targets.