Here we are with our fifth episode of Season 2! And today, Jeff and Caroline are going to learn, as the title implies, the art of delegation with our guest Emily Morgan guiding the way.
Emily Morgan is the founder of Delegate Solutions, a Strategic Support Firm and the designer of the “Delegate Method” which helps entrepreneurs identify areas of their business they can delegate or automate for maximum efficiency. She’s helped hundreds of entrepreneurs master delegation and design systems to support and grow their businesses. This year alone, her team cleared nearly 8,000 hours of tasks off the plates of overwhelmed business owners.
That’s a lot of clean plates.
And she’s going to walk all of us through the process! So get ready because it’s about to get Shareable.
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- Running time: 36:30
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(1:59) – Who can benefit from delegating more tasks?
Everyone. Every human being can benefit from delegation.
But today we’re going to focus on entrepreneurs, solopreneurs, and business owners who are already wearing to many hats.
(4:00) – What do most people get wrong about delegation?
- Most people have recognized that they’re overwhelmed, but if you haven’t here are the identifiers:
- You’ve run out of time
- You’re doing things you’re not good at
- You’re life is starting to fall apart because your time is being misused
- Most people have trouble figuring where to start delegating and how to find the right resource for the task that you’re looking to delegate.
Emily recommends the entry point for delegation is a task-driven resource like Fancy Hands or Fiverr. These are services where you need a simple task done and you pay someone to complete that task one time.
The next level is an evolved resource that can supply consistent delegation support. For example, a virtual assistant is on this level. These delegation roles are meant to consistently support you in recurring tasks instead of a one-off situation with services like Fancy Hands or Fiverr. It’s at this level that Emily’s company steps in to help locate those consistent resources for you.
(8:03) – Here’s the guide to find out what kind of delegation support you need:
(8:15) – For the struggling entrepreneur, here are some things to think about: (If the answer is yes to any of these questions then you need an evolved resource.)
- Do you have a consistent need?
- Does the person need to represent your brand?
- Do I want to outline a process for the need that I’m delegating?
- Does this task or project require advanced thought or intuition?
(9:47) – Tasks you might not think you can delegate, but you actually can:
Find out what you could start delegating here: Sample Tasks list (for brainstorming)
(13:54) – Some other examples of tasks you should delegate:
- Personal Tasks
- Sign your kids up for summer camp
- Book massages
- Research vacation trips
- Order catering for your party
- Organize your recipes
- Setup your dogs daycare
- Schedule taking your car into the shop
- Research which dentists take your healthcare and setup an appointment
- Register your kids for soccer
- Party planning
- We listed a bunch of these because we didn’t even know that you delegate these things! And you can check out the link above to see more of the types of simple tasks you should be delegating.
- Professional Tasks (Here you’re looking for repeatable tasks that you can break down into a process)
- Travel: booking flights, rental cars, hotel rooms, etc.
- Your Inbox
- Marketing tasks:
- Setting up email marketing campaigns
- Setting up drip campaigns
- Setting up your sales funnels
- Setting up email opt-in forms
- Help launching your podcast
- Setup Eventbrite
- Manage your google alerts
- Research affiliates
- Monitor analytics
- Sending workbooks and welcome kits etc.
- After you think about what you need to delegate, then identify the type of resource you need is the task a one-off or do you need an evolved resource?
(12:05) – What do you do when you don’t have time for a highly specialized task? Can you delegate it? Or is it best left on your to-do list?
Emily says if it’s copywriting or design thats when you’d hire a contractor to do those things for you.
But sometimes, it’s just about helping get entrepreneurs started on something, by doing 80 percent of the work for you.
(23:00) – How do you let go of control and trust your resources?
Find a delegation solution that you trust and continue to build trust with, like Emily!
(23:26) – How to onboard your new delegate helper?
Be clear of your goals. Because you’re delegation solution can’t help you unless you know where you’re trying to go.
Have tools that are web-friendly, so your delegate helpers can access it from anywhere.
(29:13) – What can you do to build trust with your delegate solution?
- Run through your levels of delegation.
- Run a Kolbe Test to assess their value as a delegation resources. You’re looking for the outcome of that test to be high fact-finder and high follow through.
- Think about tenure, and make sure you build in redundancy so that no task slips through the cracks.
Other software we mentioned:
Other resources from Emily and Delegate Solutions:
CONNECT WITH JEFF
- Email Jeff
- @JGibbard on Twitter
- Jeff on Facebook
- Jeff on Linkedin (make sure to introduce yourself)
- Jeff on Instagram
- Jeff on Snapchat
CONNECT WITH CAROLINE
CONNECT WITH EMILY
SPECIAL THANKS TO
Caroline, our Producer.
Thanks for everything you do to make this show happen.
Ray, our Audio Engineer.
Thanks for cleaning up our voices and adding all that sexy production value.
Thank you for your cookie butter, precooked meals, and flower arrangements. In that order.