Task Delegation Checklist

Transcription

1 Delegation Checklist higherpurposeva.com

2 When your business begins to grow, there will be multiple demands on your time. At this point, instead of feeling overwhelmed and low vibe, you may want to consider passing on some of those tasks to another person so you can focus within your creative zone of genius. My first suggestion is to spend a week writing down everything you do in one day. Delegation Discovery Time to Complete Time to Complete

3 Why is this task valuable? Why do you need it? Is this a productive task that will make you money? How much time do I spend on non-productive tasks? How much does it cost per hour to have someone complete these tasks for you? Can you delegate the task easily without a lot of effort to explain and train? Could an expert in this specific task to do it better than you? Do you love this task or do you dread it? Is there another task you can work on that will make you money? When would you like the task completed? How do you want it done? Be specific. How do you want it delivered? How do you want to be updated on the progress of the task? How do you want to communicate? (see and Schedule Management s Filtering s / Managing Spam Database Building / Updating Contacts or CRM Answering Customer Service s /Tickets / Chat Support Sending of Greetings ecards, Event Invitations, etc. Calendar Management Appointment Scheduling Travel Arrangement and Planning Reminder Services File Storage and Organization s 2

4 Dropbox / Google Drive Organization Data Entry in Word, or Google Docs Creating / Managing Spreadsheets Preparing PowerPoint / keynote Presentations PDF Conversion, Splitting and Merging Administrative & Blogging s Transcription of Video and Audio Files Simple ebook Layout / Formatting Preparing Online Meeting Minutes Report Creation Forms Creation Document Template Creation Online Research Data Mining & Development / Lead Generation Blog Publishing Management Moderating Blog Comments Adding Tags & Images to Blog Posts Receptionist Duties Voic Checking Sending Client Invoices Basic Bookkeeping (MYOB, XERO & QuickBooks) Project Management & Training s Project Management Between You and Team members Preparation of Training Materials Training of New Virtual Staff Deadline / Deliverables Tracking Social Media Management s Creating Facebook Fan Pages / Groups (see example below) Posting and Scheduling Facebook Insights Promoting Facebook Pages Collating and Interpreting Facebook Insights Creating a Twitter Account Managing and Increasing Your Twitter Following Schedule Tweets and Track Mentions and Hashtags Create and Manage LinkedIn Account / Profile Create Pinnable Images on Pinterest Scheduling and Tracking Pins Create and Manage YouTube Account Upload Videos on YouTube Moderating YouTube Comments 3

5 Uploading Videos to other Video Sharing Sites / Social Media Answer inquiries and Messages on All Channel & Profiles Create SlideShare Presentations Marketing Creating a New List in Marketing Software Adding and Removing Subscribers from Lists Creating and Scheduling Broadcast s to Promote Content Editing Follow-up s and Auto-responders Creating Newsletters Editing / Proofreading s And so much more! You can delegate virtually any task! Your success is my success. I am here to complete your tasks so you can stay focused on allowing, receiving, and manifesting the business of your dreams! For further information about the higher purpose VA, please visit my website at I will be thrilled to assist you with your business needs and serve my higher purpose in the process. Warmly, Roxanne Goldberg 4