Through my own business and working with my clients, I have developed a process that helps to develop a list of tasks you should hand off. The easiest way I help clients to do this is by using this spreadsheet.

First, think through the tasks you do, how long they take, and how often do you do them. If you have a hard time doing this, track what you do in a day and how long it takes you.

We all know, though, it’s not just about how long a task takes you. There’s something about certain tasks that just make as all cringe and dread doing them. Look at your list of tasks and label those tasks “drains me.” Now, those tasks you look forward to and enjoy label “energizes me.” If you don’t have any strong feelings, label it “neutral.”

And this leads perfectly to the last step. Do you have this process written down?

If you have a process written out, it’ll be a lot easier to hand it off to someone else. If you don’t, maybe take a little extra time one week to write it out so you can hand it off, or train whoever you’re handing it off to and have them write out the process. (Double delegation!)

You can make a copy of this spreadsheet and use it in your own business!

If you are needing to delegate to your Virtual Assistant, this process will be a tremendous help in identifying what to give them!

And if you are a Virtual Assistant, feel free to use this with your clients if they have way too much on their plate but can’t figure out what to give you. Or if you have grown your business and need to get things off your plate!

Is there something you could use help with? If you need help, send me an email and let me know what you need and maybe I can help!

Or if you use it and are able to successfully make some changes and delegate some things, send me an email so I can celebrate with you. I love to hear success stories!