The Strategic Entrepreneur
Dual-Role Management Spreadsheet
Building Business + Caregiving Systems
Emergency Contacts
Communication Templates
Business Continuity
Schedule Integration
Financial Dashboard
Capacity Monitor
Instructions: Complete all contact information. Print and keep copies in multiple locations (office, home, car, with family members). Update quarterly.
Family & Medical Contacts
| Contact Type | Name/Organization | Phone | Address/Notes | Available Hours | |
|---|---|---|---|---|---|
| Primary Care Physician | |||||
| Specialist #1 | |||||
| Specialist #2 | |||||
| Pharmacy | |||||
| Insurance – Primary |
Business Critical Contacts
| Contact Type | Name/Organization | Phone | Role/Services | Backup Contact | |
|---|---|---|---|---|---|
| Top Client #1 | |||||
| Top Client #2 | |||||
| Accountant/Bookkeeper | |||||
| Business Attorney | |||||
| Bank/Business Financing |
Support Network
| Name | Relationship | Phone | Can Help With | Availability | Notice Needed |
|---|---|---|---|---|---|
Instructions: Customize these templates with your specific language and contact details. Save as drafts in your email for quick access during emergencies.
Client Emergency Communication
| Medical Emergency | |
| Planned Care Absence |
Team/Staff Notifications
| Immediate Crisis |
Family Update Templates
| Medical Update |
Instructions: Map out critical business processes and backup plans. Review and update monthly. Assign priority levels: High (business-critical), Medium (important), Low (can wait).
Key Business Processes
| Process/Task | Current Owner | Backup Person | Priority Level | Instructions Location | Max Delay Acceptable |
|---|---|---|---|---|---|
| Client Communication | |||||
| Payroll Processing | |||||
| Invoice Generation | |||||
| Vendor Payments | |||||
| Project Management |
Revenue Pipeline Risk Assessment
| Client/Project | Monthly Value | Contract End Date | Risk Level if You’re Unavailable | Mitigation Strategy | Backup Contact |
|---|---|---|---|---|---|
Instructions: Track caregiving commitments alongside business obligations. Plan buffer time around medical appointments. Coordinate backup coverage for both roles.
Weekly Caregiving Schedule
| Day/Time | Caregiving Task | Duration | Can be Delegated? | Backup Person | Business Impact |
|---|---|---|---|---|---|
Medical Appointments & Business Conflicts
| Appointment Date | Type/Provider | Duration | Business Conflicts | Resolution Plan | Follow-up Needed |
|---|---|---|---|---|---|
Instructions: Track the financial intersection of caregiving and business. Update monthly to identify trends and plan cash flow accordingly.
Monthly Caregiving Costs
| Expense Category | Monthly Cost | Covered by Insurance | Out-of-Pocket | Business Impact | Tax Deductible? |
|---|---|---|---|---|---|
| Medical Copays | |||||
| Medications | |||||
| Home Care Services | |||||
| Transportation |
Lost Revenue Tracking
| Date | Missed Opportunity | Reason | Estimated Value | Recoverable? | Prevention Strategy |
|---|---|---|---|---|---|
Instructions: Monitor your capacity weekly to prevent burnout. Track patterns to identify when you need additional support. Rate items 1-10 (10 = excellent/high capacity).
Weekly Capacity Assessment
| Week of: | Energy Level (1-10) | Stress Level (1-10) | Business Hours Worked | Caregiving Hours | Personal Time | Sleep Quality (1-10) |
|---|---|---|---|---|---|---|
