Offshore Traffic Light Delegate or Automate Checklist

Not sure what to delegate to your offshore team and what to keep on your plate? The Offshore Traffic Light Tool simplifies delegation by categorising tasks into three clear zones — so you can scale your business without burning out or losing control.

Designed for allied health and NDIS providers, this strategic tool helps you and your leadership team confidently decide what to automate, delegate, or retain based on task value and impact.

🚦 Includes:

• 🔴 Red Light Tasks – Automate or delegate immediately (admin, invoicing, reminders)

• 🟡 Yellow Light Tasks – Share responsibility with input from you (content, reports, SOPs)

• 🟢 Green Light Tasks – Protect your time for high-impact leadership work (strategy, pricing, IP)

💡 Use it to:

• Get your time back while increasing revenue

• Clarify roles across local and offshore teams

• Build capacity without sacrificing quality

• Reduce decision fatigue and CEO overwhelm

This tool was developed by the systems-focused minds behind Succeed Healthcare Solutions and Succeed Practice Management — both known for helping health business owners scale smart using lean teams, automation, and offshore support.