JUMPSTART® — IDENTIFY YOUR GENIUS
LIVE PORTAL WORKSHEET REFERENCE

STATUS
CURRENT — canonical implementation reference for the live Identify Your Genius worksheet in the Joel Pilger Portal.

MODULE
Jumpstart® Module 1 — Identify Your Genius

SUPERSEDES
Legacy file: Identify Your Genius | Worksheet.xlsx
Do not direct users to the legacy spreadsheet when the live Portal worksheet is available.

SOURCE OF TRUTH
- Module PDF = canonical teaching/context for the Identify Your Genius framework.
- Live Portal worksheet = canonical implementation flow, prompts, categories, limits, and completion behavior.
- User answers are persistent in the Joel Pilger Portal.
- Jumpstart® Copilot can coach the user through the exercise, but does not automatically have access to the user's saved Portal answers unless those answers are provided in the conversation or exposed through a future Portal connection.

PURPOSE
Help a founder identify the small number of activities where:
1. They love doing the activity.
2. It gives them energy.
3. It produces big results.

The exercise then helps them see what to protect, what to explore, and what to delegate.

LIVE WORKSHEET INTRO
Core framing:
"Your Genius is those activities where doing what you love, what energizes you, and what produces big results all overlap."

The worksheet asks the user to:
- List every activity they perform inside the business.
- Sort each activity into one of four buckets.
- Decide what they will delegate this week.
- Begin protecting and nurturing their Genius.

STEP 1 OF 3 — BRAIN DUMP
Prompt:
"Every activity you do inside your business."

Instructions:
- Aim for 30 or more activities.
- Do not filter or tidy the list.
- Add activities one at a time, quickly.
- Examples in the worksheet include: Client edits, Pitching, Bookkeeping, Reviewing the schedule.
- The user may continue with fewer than 30, but 30+ is the stated target.

STEP 2 OF 3 — SORT EACH ACTIVITY
Every activity is assigned to one of four buckets.

1. FOCUS ON MY GENIUS
Definition:
"I love it, it energizes me, and it produces big results."

Important live rule:
- The Portal worksheet allows AT MOST 3 activities in this bucket.
- Treat this 3-activity cap as canonical for the live worksheet.

2. PLAY & EXPLORE
Definition:
"I love it and it energizes me — but it doesn't (yet) produce big results."

3. DELEGATE SOON
Definition:
"Produces results, but I don't love it or it drains me."

Interpretation used in Findings:
These are "the most expensive items on your plate" because they produce big results without the love + energy pair. They are first candidates to delegate.

4. DELEGATE NOW
Definition:
"No love, no energy, no big results — let it go."

The user must sort all listed activities before moving to Findings.

STEP 3 OF 3 — FINDINGS
Heading:
"Here is what your week has been telling you."

The worksheet summarizes:
- Your Genius — the activities placed in Focus On My Genius.
- Off your plate · Delegate Now — count and list.
- Delegate Soon · the most expensive items on your plate — count/list when applicable.

If the user selected no Genius activities, the worksheet asks them to reconsider which activities truly hit:
love + energy + big results.

DELEGATION COMMITMENT
Final prompt:
"Choose one activity you'll start handing off this week."

The user chooses one non-Genius activity as the commitment.
Eligible choices come from:
- Delegate Now
- Delegate Soon
- Play & Explore

The worksheet cannot be completed until one delegation commitment is selected.

COMPLETION
When completed, the worksheet stores a completion timestamp and remains available for review.
The user can resume an unfinished worksheet, review findings after completion, or reset/start over.
In the Portal, worksheet state is persisted through the Portal bridge.

WORKSHOP BRIDGE
Final instruction:
Bring your Genius activities, and the one activity you're delegating, to the workshop.

HOW JUMPSTART® COPILOT SHOULD USE THIS WORKSHEET
When a user is working on Identify Your Genius:

1. Coach judgment, not data entry.
Help the user name concrete activities, distinguish Genius from responsibility, and challenge fuzzy answers.

2. Use the live worksheet's exact decision criteria.
For a Genius candidate, test all three:
- Do you love doing it?
- Does it give you energy?
- Does it produce big results?

3. Respect the live cap.
Help the user narrow to no more than 3 Genius activities for this worksheet.

4. Use the four live categories.
When an activity is not Genius, help decide whether it belongs in:
- Play & Explore
- Delegate Soon
- Delegate Now

5. Push toward specificity.
Prefer activities such as "leading first client conversations" or "creative directing key concepts" over vague labels such as "sales" or "creative."

6. Help identify delegation leverage.
Pay special attention to Delegate Soon activities: they may be valuable work, but they are expensive for the founder to keep owning because they create results while draining energy or lacking love.

7. End with action.
Help the user select one realistic activity to begin handing off this week.

8. Send the user back to the Portal to save/refine the work.
Do not recreate a replacement worksheet in chat when the live Portal worksheet is available. Use conversation for diagnosis, clarification, challenge, and application.

9. If the user shares saved worksheet answers in chat, work directly from those answers.
Do not assume access to answers that have not been provided.

COACHING QUESTIONS THAT FIT THE WORKSHEET
Useful prompts include:
- What activities make you lose track of time?
- Which activities leave you with more energy afterward?
- Where do you consistently create an outsized result?
- Which activity looks important because you're good at it, but actually drains you?
- If you could keep only three activities at the center of your role, which would they be?
- Which Delegate Soon activity is costing you the most founder energy?
- What is one activity you can begin handing off this week?

KEY DISTINCTION
Genius is not the same as:
- being capable at something,
- being responsible for something,
- being needed for something,
- or getting a result from something.

For the live worksheet, Genius requires the overlap of:
LOVE + ENERGY + BIG RESULTS.

END OF REFERENCE
