25 Tasks to Delegate today
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The document lists 25 tasks that individuals can delegate to improve efficiency, including routine administrative work, travel planning, customer service, and marketing tasks. It emphasizes the importance of focusing on key responsibilities that only you can handle. Additional resources such as coaching and online courses are suggested for those without delegation options.
25 Tasks to Delegate today
- 1. 25 Tasks to Delegate Today Garland Coulson “Captain Time”
- 2. Types of Tasks to Delegate • Routine tasks • Tasks that others can do better • ANY task that keeps you from doing key things only you can do
- 4. 2. Admin Tasks • Filing • Data entry • Processing expense forms • Providing information • Notes and minutes • Photocopying • Out of office errands
- 10. 8. Bookkeeping
- 19. 17. Programming
- 20. 18. Process Documentation and Checklists
- 21. 19. Filing and Organizing
- 22. 20. Social Media Updates
- 23. 21. Blog Updates
- 26. 24. Tech Issues
- 28. No One to Delegate to?
- 29. More Help From Garland • Coaching • Group Training • Webinars • Online Courses Visit CaptainTime.com
Editor's Notes
- #4: Lot of logistics around scheduling and it is very time consuming Benefit of gatekeeping
- #6: Find you best rates on travel, hotels, et
- #7: Screen your calls Looks more professional In many cases, your screener can help the person
- #8: Sort email by priority Filter reading emails to reading folder Can answer simple requests for info
- #9: Bright, cheerful person who has the time and focus to help clients
- #10: Not the best use of your time
- #11: Probably not a professional bookkeeper Will catch errors you might miss
- #12: Detail work, better handled by people good at detail work Easier for a person to ask for payment if they weren’t the one with the client relationship
- #13: Internet is a rabbit hole Get someone else to do the research and give you a report on the best options Outsource this if you have no one in house
- #14: Lots of detail tasks Content development Social media SEO Email marketing campaigns You aren’t an expert so hire someone
- #15: My graphic design skills suck Even if you are a graphic designer with your own business, give the graphic design work to one of your team
- #16: Uploading new content Updated information
- #17: New content for your site and social media keeps your site fresh and your followers interested
- #18: Have a good writer put your proposals together Create modules so you can assemble proposals on the fly
- #19: Recruiting, hiring, benefits management
- #20: Programming and automation
- #21: When I start a new task I always start with a checklist But now, I have my VA start new tasks with a checklist Document everything so you can train new people I use OneNote, Notion and Loom (video recording)
- #22: Big pile of filing you will get to someday Easy to delegate
- #23: Bright cheery social media voice Get a prescheduled series of messages that you approve
- #24: New articles
- #25: Get someone to put these in a calendar
- #26: Use a personal shopper
- #27: Don’t waste more than 10-20 minutes on a technical problem – get an expert to work on it They have tools, experience and approaches you don’t
- #28: Big job – use an expert
- #29: Hire a VA Outsource to freelancers