Free Resource · Any small professional services firm

Context-Switching Audit Worksheet

Excel + PDF · 8 pages

Measure exactly how much your firm loses to client-context switching per week, per person, per dollar. Same methodology behind Practiq's ROI calculator.

What's inside

  • Context-switch self-observation log (5 days × 8 time slots = 40 data points per person)
  • Per-switch recovery time measurement protocol (how to measure accurately without lying to yourself)
  • Weekly aggregation worksheet — converts observations into annual dollar loss
  • Benchmark comparison table — how your number stacks against vertical averages (6-12 min per switch)
  • Cause-diagnosis decision tree — tooling? documentation? memory? staff depth?
  • 3 remediation tiers by cost — zero-cost, low-cost, platform-level
  • ROI projection worksheet for the remediation you're considering

Who this is for

Any 2-20 person professional services firm with 15+ active clients where partners or senior staff switch between clients multiple times per day.

Get the worksheet — free

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Why this works

This is the exact audit methodology behind Practiq's /roi-calculator, de-bundled so firms can run it themselves. The worksheet surfaces the number partners usually guess at ("I lose 2 hours/day to context switching, right?") and pins it down.

The outcome

You know your firm's context-switching cost to within ±15% and can evaluate remediation investments against it.

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