FIRST-HIRE BRIEF
Use with the Delegate Daily hiring guide.
This is a planning worksheet, not an employment contract.

SERVICE AND CONTACT
What the business does:
Who the assistant will help:
Primary business contact for service decisions:

THE WORK THAT EXISTS
List actual tasks from an ordinary week, using your inbox/calendar/task records.
For each task record:
- What starts the work?
- What information is available?
- How often does it actually occur?
- What is the finished result?
- Where can someone inspect that result?
- What happens if it is late or wrong?

INITIAL ASSIGNMENT
Role name:
Initial recurring work:
Work deliberately excluded:
Decisions the assistant may make alone:
Decisions needing approval:
Information or access still missing:

SKILLS
Experience needed from the start:
Business-specific knowledge we will teach:
Optional skills that are useful but not essential:
Evidence we can ask a candidate to show without breaching confidentiality:

AVAILABILITY
Task deadlines:
Hours needing live coverage:
Any shared working window, with named time zones:
How urgent work should be raised:
Leave/absence and backup expectations to discuss:

BUDGET
Fee quoted, currency and billing basis:
Platform/agency charges:
Required software or equipment:
Payment processing/FX costs:
Recruitment and training time:
Expected ongoing supervision:
What is included and excluded:
Unused hours and extra-work terms:
Budget we can support without assuming new sales:

PAID TRIAL
Representative task:
Safe sample input, with no unnecessary personal data:
Agreed fee/payment timing:
Time allowance and completion deadline:
Tools and instructions provided:
Expected output:
Checks for accuracy:
One deliberately unresolved case:
What an appropriate question or stop should look like:
How candidates will receive feedback:

BEFORE THE START
Written scope and agreement:
Jurisdiction/status advice needed:
Payment details verified through a known channel:
Separate named accounts and minimum permissions:
Business-controlled ownership and recovery:
Customer-data handling rules:
First demonstration and practice case:
First review date:

EXAMPLE OF A NARROW ASSIGNMENT
This is an example to adapt, not a description of a real business.

The assistant checks appointment requests in a dedicated booking inbox during agreed coverage. They offer times that meet the written availability rules and record confirmed appointments in the business calendar. They refer requests outside the published service or scheduling rules to the owner. They cannot offer discounts, change service scope, delete bookings in bulk or change account recovery settings.

A suitable trial uses sample messages, an example calendar and written booking rules. One message contains an ambiguous time zone. A good result either confirms the correct available time from sufficient evidence or explains precisely which detail must be clarified before booking.