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25 Tasks to
Delegate Today
Garland Coulson “Captain Time”
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
1. Scheduling
2. Admin Tasks
• Filing
• Data entry
• Processing expense forms
• Providing information
• Notes and minutes
• Photocopying
• Out of office errands
3. Travel
Planning
4. Telephone
Screening
5. Email
Screening
6. Customer
Service
7. Data Entry
8. Bookkeeping
9. Invoicing
and Accounts
Receivable
10. Internet Research
11. Marketing
Tasks
12. Graphic Design
13. Website Updates
14. Content
Development
15. Proposal
Writing
16. Human
Resources
17.
Programming
18. Process Documentation and Checklists
19. Filing and Organizing
20. Social Media Updates
21. Blog
Updates
22. Birthday
and
Anniversary
Reminders
23. Personal Errands
24. Tech Issues
25. Event
Planning
No One to Delegate to?
More Help From Garland
• Coaching
• Group Training
• Webinars
• Online Courses
Visit CaptainTime.com

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25 Tasks to Delegate today

Editor's Notes

  1. Lot of logistics around scheduling and it is very time consuming Benefit of gatekeeping
  2. Find you best rates on travel, hotels, et
  3. Screen your calls Looks more professional In many cases, your screener can help the person
  4. Sort email by priority Filter reading emails to reading folder Can answer simple requests for info
  5. Bright, cheerful person who has the time and focus to help clients
  6. Not the best use of your time
  7. Probably not a professional bookkeeper Will catch errors you might miss
  8. 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
  9. 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
  10. Lots of detail tasks Content development Social media SEO Email marketing campaigns You aren’t an expert so hire someone
  11. 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
  12. Uploading new content Updated information
  13. New content for your site and social media keeps your site fresh and your followers interested
  14. Have a good writer put your proposals together Create modules so you can assemble proposals on the fly
  15. Recruiting, hiring, benefits management
  16. Programming and automation
  17. 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)
  18. Big pile of filing you will get to someday Easy to delegate
  19. Bright cheery social media voice Get a prescheduled series of messages that you approve
  20. New articles
  21. Get someone to put these in a calendar
  22. Use a personal shopper
  23. 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
  24. Big job – use an expert
  25. Hire a VA Outsource to freelancers