Delegation Workbook

Delegation Workbook This workbook will guide you through the process of evaluating what to delegate and how to get started delegating that project. Then, you can use this workbook to delegate out more tasks to your team as you grow together. Step One: Goals Before you can delegate anything, you need to determine the goals you have and why hiring a service professional will help you achieve those goals. Examples could be building a bigger list, increasing income or creating passive revenue products. Goal #1: _____________________________________________________________________ Goal #2: _____________________________________________________________________ Goal #3: _____________________________________________________________________ Once you’ve determined those goals, I want you to then write out three steps you’d need to take to achieve each goal. Yes, there may be many more steps than just three but let’s indentify three for each. Goal #1: _____________________________________________________________________ Step #1: _____________________________________________________________________ Step #2: _____________________________________________________________________ Step #3: _____________________________________________________________________ Goal #2: _____________________________________________________________________ Step #1: _____________________________________________________________________ Step #2: _____________________________________________________________________ Step #3: _____________________________________________________________________ Goal #3: _____________________________________________________________________ Step #1: _____________________________________________________________________ Step #2: _____________________________________________________________________ Step #3: _____________________________________________________________________ © 2009 | Erin Blaskie 2

Step Two: Identifying Skills Needed Looking at the steps in each of your three goals, what are the skills you need to have at your disposable to help you achieve the end result? __________________________________ ___________________________________ __________________________________ ___________________________________ __________________________________ ___________________________________ __________________________________ ___________________________________ Step Three: Identifying Timelines In order to delegate out to someone else, you need to define some timelines for your team. On the calendar below, start by laying out the end result somewhere on the timeline. Then, backtrack from that position and layout the steps to achieve the goal as you defined above. This is just a rough guideline and you may add in other steps in future. The calendar is blank at the moment to allow you to place in the dates that make most sense for the month you are in. MON TUES WED THURS FRI SAT SUN © 2009 | Erin Blaskie 3

Step Four: Communicating to Your Team Member Now that you have this down in an organized way and you see what is most important to start on, debrief your team member. Send them this document or, use the form below to write up a summary to your team member. ‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Good Morning/Afternoon/Evening! I am so excited! I’ve decided that our first project will be one that will help me achieve (INSERT GOAL HERE). Here’s how we’ll do it. I’ve indentified that in order to achieve (RE‐ENTER GOAL HERE), we’ll need to (ENTER STEPS HERE). In order to achieve these steps, we’ll need your assistance with (ENTER THE SKILLSET THAT THEY HAVE THAT YOU HAVE INDENTIFIED THEM HAVING). Before we start this project, I’d love to get a feel for what you see us needing to do in order to achieve (INSERT GOAL HERE). If you have ideas, tools or resources, I’d love to see hear about them. Also, let’s schedule a call to discuss the project and what we need to do to get this complete. I’d like to have the project done by (INSERT END DATE HERE) and started by (INSERT START DATE). Thank you! (YOUR NAME HERE) ‐‐‐‐‐‐‐‐‐‐‐‐‐‐ This template will help you communicate your goals, the steps and the skills that they have and can bring to the project. Plus, you are letting them communicate back and give you their feedback on reaching the goal even before you begin. Step Five: Tracking the Project The last step in the process is to get the above information into a project management tool like Basecamp. This can be done yourself or by your team member. Assign to‐dos, milestones and put the notes you’ve made above into a thread in Basecamp. The key here is to touch base at least once a week to get a feel for where the project is and what is coming up that may not have been foreseeable when the project first started. © 2009 | Erin Blaskie 4

About Your Delegation Expert Erin Blaskie is a born entrepreneur, yoga enthusiast and passionate fashionista. At the age of 21, Erin launched her very first business – Business Services, ETC. When BSETC first launched, it was started as a virtual assistance company – providing top notch administrative and technical support to companies around the globe. It quickly morphed into a multi‐VA team and took the Internet Marketing world by storm. At the age of 23, Erin then launched her coaching business – The VA Coach. Through this medium, Erin coached, trained and inspired individuals to create virtual assistance businesses and turn them into thriving, six‐figure businesses. Erin delivered group coaching programs which can now be purchased as self‐study programs on her website. After supporting entrepreneurs for over four years, Erin has now moved into her latest transformative role. Erin is now an Internet Marketing Strategist who provides solid business savvy and Internet Marketing advice to entrepreneurs from around the world. Erin’s clients are in all stages of business growth – from infancy to the multi‐million dollar level – and Erin’s mission is to help her clients reach their goals. Using the latest technology trends and new business ideas, Erin helps her clients catapult their businesses forward with strategy that works and her team implements the strategy into specific to‐dos, key milestones and of course… results. Featured in three books “Becoming an Online Business Manager” by Tina Forsyth, “My So‐ Called Freelance Life” by Michelle Goodman, and “The Official AWE Emerging Trends Guide 2009“, honored as Office Arrow’s 2008 Runner‐Up Business Woman of the Year, interviewed by countless gurus and media personalities (John Jantsch of Duct Tape Marketing, Sheri McConnell, Stacy Karacostas, Gina McNew), featured in major news publications (ABCNews.com, Ottawa Citizen, Canadian Broadcasting Corporation and Employment Journal) and asked to speak at major events (Forum on Virtual Assistance, WordCamp Toronto and WordCamp Chicago) – Erin is certainly making an impact on the entrepreneurial world. Next Steps If you are stuck with your delegating and outsourcing, consider scheduling some coaching time with Erin. She can help you identify the problem areas and develop a more succinct system. Learn more here. © 2009 | Erin Blaskie 5

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Delegation Workbook

by Erin Blaskie on Sep 16, 2009

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