You’re the Bottleneck: Prepare to Delegate in 5 Steps

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Every small business owner wants to scale up, right? We want to serve more people, sell more stuff and make more money. But if you’re still doing every job in your business, how can that be possible? It’s great to set goals that challenge us to achieve more, but when everything stops at you, that’s a big problem.

Face it, you’re the bottleneck. I’ve got a simple process to help you prepare to delegate in five steps.

You may have a point-of-sale system, and accounting management system, even a phone system – but do you have a business operations system? If you intend to scale your business and eventually add to the team of people who help you, effective systems are a requirement.

If the idea of building your first system is overwhelming, I’ve got you covered:

1. Take inventory – Identify what types of actions you take regularly that support your primary business activities. What can you hand off so you can focus on more income-generating tasks? For many entrepreneurs, this could be social media management or curating content for your weekly newsletter.

2. Create a process – Once you have your list of delegatory tasks, ask yourself what needs to happen from step 1 to step done for each action to occur successfully? What does “done” look like? Write it down.  Don’t forget to include  any follow-up actions, or alternate reactions that might be triggered from the original task.

3. Determine how to automate/improve efficiency – Once you’ve outlined the detailed process, how can you streamline? Are there any steps that can be eliminated? What types of tools or resources  do you need in order to make the process  automated, or at the very least, the most efficient? Using the social media management example, this could be content creation batching or bulk scheduling.

4. Implement – Before you delegate you need to test your own process. Following the steps in detail will help you identify any missing steps. The person you delegate these tasks to won’t have intimate knowledge of your business operation so you’ll need to be diligent being thorough.

5. Formalize & make it available – Once your detailed outline is complete, give it the official seal of approval and make it available for your new hires to consult when they need to. Your Business SOP (Standard Operating Procedure) is complete!

Bonus Tip: If you want add an extra layer of polish to your manual, make it a series of video tutorials!

The process of creating your operations system will set you up to delegate in your small business, and when you can do it in five simple steps, you’re #winning.

Your next level is going to be Great!

moniek james