As an owner focused on preparing my company for an acquisition, I notice our weekly To-Do list is filled with low-level administrative tasks rather than high-leverage activities that build value. How do we clean up our To-Do lists?

Question

Tyler Smith · Accepted Answer

When a business is being prepared for sale, every leadership action must focus on building enterprise value, scalability, and clean operations. If your weekly To-Do list is cluttered with administrative tasks like schedule a call or clean up my inbox, your leadership team is operating at too low a level.

To clean up your To-Do lists, enforce a strict definition of what qualifies as a leadership To-Do. A To-Do in your Level 10 Meeting™ should only be an action item that is critical to moving a quarterly Rock forward, solving a high-level issue, or correcting a red Scorecard metric.

Any minor administrative tasks should be delegated to assistants or handled outside of the meeting. If a leader cannot delegate these tasks, it indicates a structural problem on your Accountability Chart that must be addressed.

Review your To-Do list with an eye toward automation and systems. Ask your team if a recurring To-Do can be eliminated or automated using modern AI tools.

By elevating the quality of your weekly To-Dos, you ensure your leadership team is spending their time on strategic growth and systemization. This is exactly what buyers look for when evaluating a company for a clean, premium exit.

AI never sits in the room. It works before the Level 10 Meeting to prep the data and after the meeting to capture and track what was decided. The 90 minutes stay human: your leadership team, the scorecard, the issues list, and the IDS conversation.