Stop wasting time on $6 / hour tasks.
Hire overseas help and focus on $1,000 / hour tasks.
10 steps I use to delegate myself out of my company:
1. Eliminate
Before delegating any task, see if it can be eliminated first.
There’s nothing worse than spending time improving something that should never have existed to begin with.
Automate
The best way to automate a task is with computers.
If you have a recurring task (daily, weekly, etc), you should almost always try to automate it.
Zapier is a great starting point. It is rarely worth engineering time.
Try googling what you are trying to do with "zapier" and see if a zap template comes up.
Otherwise, I have a human take on the task.
Delegate the Rest
For tasks that can't be automated, you need to hand them off to another human.
You should be focusing on $1,000 per hour tasks.
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Use Async Video
Loom is the easiest way to document quickly and delegate asynchronously.
It records your screen, voice, and mouse as you do a task.
Record anything you find yourself doing more than once.
Content scales. Your time does not.
Try to do more things in the form of content.
Define the Output
What does success look like?
If it is a spreadsheet with specific columns, make sure that is clear.
Invest the time upfront to give detailed instructions to save time later.
Partial Implementation
“Can you spend 10 minutes working on this and send me the result so I can double-check to make sure we’re going the right direction?”
This can save hours by making sure you are on the same page early on.
Loom recordings of the task being done are super helpful for troubleshooting.
You’ll be surprised how often your words can easily be misunderstood or confusing without the proper context.
Be patient and give feedback.
Try Parallel Tasking
There are many tasks that I'm not quite ready to hand over.
Examples: Important responses to clients, legal edits, financial calculations, etc.
I ask them to draft responses or what they think we should do in a certain situation.
This is practice. I do the task as well and we talk about the differences.
Over time, they can take it over.
Close the Loop
When you start delegating things, it’s extremely important to have confidence that things are being done.
You don't want anything dropped or forgotten.
You need confirmation when tasks are done.
This can be as simple as a "done" message on slack or as complicated as a notion tracker with loom recordings of all tasks done.
Job Shadowing
You will probably underestimate your hire's experience and abilities.
Try just recording your work day over hours and do your regular work.
Send it over to see if there’s anything in my workflow they can take off your plate.
Worst case, nothing comes of it, and you don’t have to spend any incremental time giving instructions.
Best-case, they can take a few tasks off my workload in a way that I didn’t realize was possible.
Be Patient
The most important thing to keep in mind is that this is going to take time.
Start small and build up your bank of tasks to hand over.
Be patient and provide feedback.
Your bank of SOPs will become your most valuable company asset and you'll have your time back.
TLDR on Delegation Steps
1. Eliminate
2. Automate
3. Delegate the Rest
4. Use Async Video
5. Define the Output
6. Partial Implementation
7. Try Parallel Tasking
8. Close the Loop
9. Job Shadowing
10. Be Patient
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