Delegate with Confidence

Do you want to scale your business but don’t know where to start? In this episode, Alisa discusses the process of delegating and outsourcing tasks, as well as providing step-by-step instructions on how to match the right task with the right person. Shel also discusses how to provide training, check that all instructions are done correctly, and focus on the results rather than controlling the process. Plus, she gives tips on setting up a project management system and communicating constraints and boundaries to team members. Finally, she provides a link to a podcast with more information on carving out time in your firm. Tune in now for invaluable tips and tricks on scaling your business through effective delegation!

Key Highlights:

[00:01 - 02:30] Delegating with Confidence: How to Free Up Time in Your Firm and Document Your Easiest Tasks

• Running a successful business depends on delegating well and resisting the urge to take over
• Most entrepreneurs pass off tasks without instructions, leading to a lack of process 
• When delegating, a fantastic place to start is by writing down the simplest duties that don't involve direct interaction

[02:31 - 04:46] Delegating Tasks: How to Match the Right Person and Provide Training

• Choose whatever duties to assign to the team and hire outside contractors to do
• Give instruction and assistance until someone is able to do it on their own
• Make them see you perform the action and adhere to your directions
• Verify that the instructions are followed exactly

[04:47 - 07:07] How to Check if Tasks Are Being Done Correctly and Ensure Results with a Project Management System

• Instead of controlling the process, concentrate on the results
• Set up a project management system like Asana to check completeness
• To keep track of duties and ensure they are completed, use a practice management system
• Inform team members about restrictions and boundaries as part of training

Resources Mentioned:

Asana

Financial Sense

Future Firm Accounting Podcast: The Most Impactful First 2 Steps to Freeing Up Time in Your Firm

Key Quotes:

“You need to focus on being most concerned about the results.” - Alisa McCabe

“Your team needs to know your mission, vision, and what is a priority.” - Alisa McCabe

Learn more by connecting with me through LinkedIn, Instagram, and Facebook. Head to our website and click on the Let’s Talk button http://www.firststepsfinancial.com

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