Tips for Quick-and-Dirty Delegation

Some of you need to delegate tasks urgently and don’t have time to build out a proper Business Playbook or Employee Training (at least not yet). If that’s you, here’s my biggest advice for how to do that. (And here’s a free template you can use to make it happen!)

  1. Open up a spreadsheet and list all of the tasks you know you need to delegate in the left-most column.

  2. In the second column, write a quick description of the purpose of each task.

  3. Get yourself a Loom account and use it to create messy, imperfect videos explaining how to do each of the tasks on your list.

  4. Paste the video link for each of those tasks in the third column of your spreadsheet.

  5. Create a “Task Owner” column, and as you begin delegating your tasks, one-by-one, to your team, switch out your name for theirs once they can demonstrate that they’re able to do it.

  6. Once your team member has a handle on their new task, have them RE-record an EVEN BETTER training video and build it into a comprehensive training tool like Trainual.

It won’t be beautiful to start, but it will be a clear and fast way to delegate and train your employees so you can get to your most important work. Sometimes pretty just isn’t the point!

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