If you have to go back and re-do it, you HAVEN’T REALLY DELEGATED.
Delegating your tasks are key to freeing up your time and growing your productivity. But if your delegation skills are rusty, you're likely wasting time and money by revisiting the same tasks multiple times.
Here at ChatterBoss, we are a team of remote administrative professionals and are experts in creating systems that multiply your productivity instead of dividing it.
Here are our best tips for making better processes and procedures for your new assistant, employee, or team member (so you can effectively delegate and focus on what you love).
Your standard operating procedure (SOP) instructions should be clear enough that a complete stranger could theoretically read them and complete the tasks correctly. That means you need to leave nothing open for interpretation. If you find yourself saying “Eh, they’ll know that I mean.” STOP! They won’t know what you mean.
Put your SOP or task instructions in context by starting with 1-2 sentences about the bigger role it plays. Why are they completing the task in the first place? If they’re pulling reports for you, how are you going to use them? If they’re managing your customer relationship management (CRM), what’s the most important data to look for? The better your VA understands the “why” behind the task the more they can help you to optimize the process.
Adding a short demonstration via video can make all the difference for a new assistant or employee. At ChatterBoss, we use Loom to walk a new assistant through a task demonstration in addition to a written step-by-step process. You’ll be amazed at the time it saves you later on.
You don’t need to have everything in order to hire extra help. ChatterBoss automatically starts creating great administrative systems for you when we pair you with a dedicated virtual assistant. That means you can delegate tasks easier in the future and spend more time on the things that matter most.