Free guide

A 30-day plan to delegate your work

Quick answer: spend week 1 listing your tasks, week 2 handing off the first three, week 3 reviewing and adding more, and week 4 setting the routine. It works for any business owner, with any assistant.

Week 1: See where your time goes

Know exactly which tasks to hand off first.

  1. Write down everything you do for five working days. Add a rough time next to each item.
  2. Mark every task you do more than once a week. These repeat, so they are easy to hand off.
  3. Mark tasks that need your judgment (pricing, hiring, big client calls). Keep these for now.

+ 2 more steps in the emailed checklist.

Week 2: Write it down and hand off

Give your assistant clear, simple instructions.

  1. For each of the three tasks, write the steps in plain words. Screenshots or a short screen recording work well.
  2. Say what "done" looks like, with one good example of finished work.
  3. List the tools and logins your assistant needs. Share them through a password manager, never in chat.

+ 2 more steps in the emailed checklist.

Week 3: Review and add more

Fix small problems early and grow what works.

  1. Check the finished work against your example. Note what to change, in writing.
  2. Ask your assistant what could be done a faster way. Good assistants spot this.
  3. Hand off a fourth and fifth task from your list.

+ 2 more steps in the emailed checklist.

Week 4: Measure and set the routine

Decide the right plan size and keep the habit.

  1. Count the hours your assistant used this month and the hours you won back.
  2. Decide: more hours, fewer hours, or the same. Unused hours roll over, so a small buffer is fine.
  3. Pick the next three tasks to hand off next month.

+ 2 more steps in the emailed checklist.

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