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Master Task Board Template

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If you're working with an operator, chances are, you both are juggling a million and one tasks. Eventually, the task pileup becomes so high, things start slipping through the cracks, your Chief of Staff or EA gets overwhelmed, and you get frustrated that they're not actively closing the loop with you.

Luckily, there's a solution: The Master Task Board.

This template will allow you to visualize all of the different tasks you and your Operator are working on at any given time.

As an exec, you can now assign your Chief of Staff a task, and they will make sure it enters this board.

At any given time, if you need visibility on what they're working on, you can go to the board and see their progress.

If they need to remind you to get things done, they can add tasks to your board view as well.

Consider this your single source of truth.

This template has been tried, tested, and battleproofed for every scenario you might be working on. Scheduling? Done. Did you just throw 247 tasks at your Chief of Staff? There's a category for that, too. Unsure how to prioritize? Determine order of importance and urgency by tagging with the Four Quadrants from Seven Habits of Highly Successful People.

It's all there for you, and available for download, now.

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Click the button to open the template, and then duplicate it into your Notion workspace.
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Master Task Board Template

Thank you for downloading - here is the link to the Notion template.

Be sure to review this video to learn how to set it up, too!

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Who’s Regina Gerbeaux?

Founder and operator, turned executive coach.

I was the first Chief of Staff and COO to Matt Mochary, coach to the CEOs at OpenAI, Scale AI, Flexport, Coinbase, Reddit, and more. My operational write-ups are featured in the Mochary Method Curriculum as key resources for every founder ready to scale their company, and used by hundreds of fast-scaling companies.

I work with the Top 1% of Leaders. When we work together, you stop flying blind. Every problem you bring to the table, I pattern-match against decisions I’ve seen decacorn companies make behind closed doors—so you avoid the mistakes they’ve already made. If you’ve ever wished there was a Stack Overflow for scaling company challenges, it exists. It lives in my brain.

Not only will you have the information to make smart decisions, but I’ll also help you understand the psychology behind everyone you work with. Whether it's your leadership team, customers, or board, you’ll become a master communicator, able to bring people into your corner and win.

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