Work less by delegating more—learn how in just 5 steps. Small business owners have a lot on their plate; learn what you should delegate and how, so you can spend more time on tasks that really need your focus.

1. START DELEGATING IN 5 EASY STEPS
Work Less, Delegate More
Tammy Bjelland
www.tammybjelland.com

2. It can be challenging to think
about what you can outsource to
a virtual assistant or an
employee. These 5 steps will help
you overcome that challenge of
figuring out what and how to get
some tasks off your plate.
© 2016 Tammy Bjelland
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3. STEP 1: DECIDE
WHAT TO DELEGATE
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4. A. Keep track of all the things you do in a
day/week/month.
B. Decide whether
you like, tolerate, or
hate (or cannot do)
each task.
C. Estimate the
amount of time it
takes you to
complete the task,
on average.
TASK LIKE OK HATE TIME
D. Put a star next to (or highlight) the tasks that are the biggest time/energy drains—if
you hate it, AND it takes up a lot of time, that’s a task that you need to delegate.
© 2016 Tammy Bjelland
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5. STEP 2: SET
EXPECTATIONS
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6. A. Choose ONE task from the list you
created in Step 1.
B. What does someone need to
KNOW in order to accomplish the task
above? (Be as specific as possible)
1.
2.
3.
4.
5.
C. What does someone need to DO in
order to accomplish the task above?
(Be as specific as possible)
1.
2.
3.
4.
5.
D. How frequently does the task need
to be completed?
© 2016 Tammy Bjelland
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7. STEP 3: DOCUMENT
YOUR SYSTEMS
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8. A. Take your lists from Step 2B & 2C. B. Document yourself completing the task.
Format options: screencast, video, audio,
checklist, images, etc.
Task Format
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
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9. C. Decide where you will keep all of this information: your
list of objectives, and the examples of you completing the
tasks. You can keep this on your own website, in Dropbox,
Trello, anywhere it’s easy to update and access. Write
where you will keep your information here:
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10. STEP 4: MAKE AN
ACTION PLAN
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11. A. Write exactly what you want
your VA/employee to complete
B. Write when you
want that
deliverable.
C. Write what training
materials they should
review and where they can
find it (from Step 3)
Deliverable Due date Training
© 2016 Tammy Bjelland
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12. STEP 5:
COMMUNICATE
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13. A. Indicate HOW you are going to
communicate with about these (and
additional) deliverables. Email, project
management software, messaging? How
will your VA/employee let you know
when the job is complete?
B. Indicate how and when you’ll provide
feedback on deliverables.
Communication Method(s) Feedback
© 2016 Tammy Bjelland
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14. THAT’S IT!
You’re well on your way to
delegating. Once you get used to
it, this process becomes much
quicker, which means you can
continue to focus more of your
time on the tasks that are
important to you.
© 2016 Tammy Bjelland
All Rights Reserved

15. NEED TO TRAIN AN EMPLOYEE
ON MULTIPLE TASKS? OR A
WHOLE COMPANY?
There’s a program for you called How to Train Your
Employees, a course and training program that
gives small businesses the tools to efficiently and
effectively train employees. Find out more at
www.howtotrainyouremployees.com
© 2016 Tammy Bjelland
All Rights Reserved