In 2018, I learned how to delegate the hard way. I made expensive mistakes (because you can’t be an expert at everything). And I wasn’t using my team and business resources effectively or efficiently. (So essentially throwing money in the garbage.) I was the only one who could do the job right. Does this sound familiar?
Without a doubt, delegation is something that nearly all new business owners struggle with. However, it is also a practice that, once learnt, will provide significant benefits to not only your business, but also to your personal life!
We created a Digital Delegation Worksheet to help you with this activity. Download it here !
STEP ONE : Creating a Task List
The first step in learning the art of delegation is awareness. It requires documenting and analysing the tasks that you already perform on a regular basis. Task monitoring can be tedious, but it’s a worthwhile practice! If you don’t know what needs to be done, how can you delegate it?
In this step, (using the worksheet provided) you will record the tasks you perform over the course of a day, as well as the amount of time it requires.
BONUS TIP : If you plan to permanently grow your team in the future, this task list can also be used later on to help you create a formal job description.
STEP TWO : Categorizing Tasks
Now it’s time to figure out what to delegate. Using our Task Optimization Chart below, you will need to sort the tasks you collected in the first step. Each task will be added into one of these categories. It’s possible that a task applies to one or more categories, but it’s important to choose which category it most applies to. Be brutally honest with yourself!
For example, if you’re a Lash Technician and you love to post on social media – but your efforts don’t deliver the results your business needs – this could fall into two potential categories: like, and weakness.
It’s going to depend on how much you actually like this activity. Would you do it as a hobby? Do you want to read books about social media? Watch movies about it? Spend your savings taking courses to learn more about social media? If it is truly something you are passionate about, put it into the like category. However, if social media doesn’t “light you up” the way we describe above – you might want to consider listing it as a weakness (which is not a bad word, by the way).
If you are a solopreneur, there will definitely be some non-negotiable tasks in the beginning stages of growing your business. Simply use a highlighter or different colour ink to identify these tasks. If you wish to grow your business, these are tasks that can be performed by an employee in the future.
For example, as an Electrician – you need to have the certification and education to actually perform electrical tasks or there could be serious health and legal repercussions.