Planning for Delegating: The First Step

Most solopreneurs and self-employed service providers want to delegate the stuff that doesn’t make sense for us to do. The trouble is, most of that stuff isn’t “knowable” automagically. It’s not like we can flip a switch so that someone else knows how to execute at least 80% as well as we would. (But perhaps somewhere there is a really GREAT virtual assistant who is also a mindreader?) So, we have to develop instructions, parameters, processes, etc. to be able to effectively delegate.

Taking the time to plan for delegation upfront–before you need to (urgently) get something off your plate is a good idea. And a Quadrant 2 activity. Welcome to Day 16 of #30DaysofQ2.

That’s not to say the time spent planning will ensure 100% success. And it can feel as if it’s more work to do when you are already pressed for time. (That’s what’s driving the need to delegate, right?)

Just take a deep breath. Trust that the investment will be worth it most of the time. It’s part of the “going slow to go fast” principle. That’s what I’m telling myself now as I’ve just outsourced some phone calls/appointment setting to virtual assistant service Fancy Hands–and I had taken the time plan, providing instructions in Evernote, as shown here:


This file serves as the touchstone and reference point on how to schedule my calls.  While I did it to save time and provide a clear-cut path for execution, I realize virtual assistants vary in their ability to hone in on details and/or study up on the file. Honestly, it did backfire this time (sigh) but for the most part I’m glad I have guidelines I could share with anyone–and follow myself.

What are your experiences with planning to delegate? Virtual assistants?