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You Can't Do It All! Five Steps to Delegate Effectively

Updated: Mar 24, 2022

Learn how to leverage your time with help!

I hope you survived this winter. Spring is almost here!

Delegations are a powerful way to leverage your time and get help with areas of your business where you might not have expertise. Done efficiently, it can be a big win for you and your business.

Today's newsletter recommends how to become a delegation expert!

All the best,


Virtual Assistant

Front Line Gal Friday

It seems that at I hear the same five words from people: "I need to delegate more." And then immediately afterward they say, "But I don't think there's anybody who will understand my work, take it as seriously as I do, and do a really great job."

As a result, nothing gets delegated, and they are left doing everything for themselves.

The problem, I've discovered, is not a lack of capable and committed people willing to help. It's that people simply don't know how to delegate and are afraid to let go, even a little. So they assume there's no way forward.

Here is what I recommend instead.

Do your research. It's important to know what skills are needed by the person you're going to hire. Just like hiring an accountant to do your taxes, you'll want to find someone with expertise. If you need to delegate setting up your newsletter, find someone with experience using Mailchimp, Constant Contact, or a similar program.

Take time to plan. You've got to give the person doing the work enough time to schedule it into their calendar and get it done. This requires planning ahead.

Provide specific information. "Can you handle this?" is not enough information for the person you're delegating to - even if it's a simple and (in your mind) self-explanatory task. Include details, timelines, and any supporting information. For example: "I'm ready to publish my next newsletter. Attached is the word document and the images I'd like to use. Can we schedule it for Friday at 6:00 am?" Be thorough: include deadlines and guidelines about how you'd like the work to be done.

Create check-ins. If you've delegated a project, schedule check-in points for milestones to make sure things stay on track. Sometimes there can be misunderstandings about the required tasks even when you both think you understand. Regular meetings will help with discovery and allow for adjustments.

Develop a communicative relationship. When you work with someone you are in a relationship with them. I don't mean you need to be BFFs, but simple things that work in your other relationships will work in this one too. A simple, "Thank you- great job," or "How was your weekend?" will go a long way. Be sure to answer questions about the project quickly so that it can stay on track and on time. Your work together will require conversation- either written or verbal.

My guess is that 99% of the time the person assisting you will do a good job. If that's not happening, check these five points to see where you two might be going off track.

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