Do you ever find yourself thinking there just aren’t enough hours in the day?
Do you struggle to get all your work tasks done in the amount of time you have?
Do you find yourself working longer than you should (or you’d like to!) in order to get everything completed?
I bet the answer to at least one of those, if not all of them, is YES!
And if it is, it sounds like you might need to master the dark art of delegation.
Delegation is one of the most important skills that any business owner can learn.
Committing to delegating tasks will help you pass some of the work onto other members of your team, allowing you more time to spend on the most important parts of your business.
And, if you’re serious about growing your accounting practice and reducing its reliance on you, then delegating is an essential part of this journey.
So, how do you go about delegating and ensuring everything gets done properly and on time?
That’s where the 6-Step Delegation Plan comes in!
In this plan, you are the master and the team member or members who you’re delegating to are the apprentice(s).
It’s fairly simple and straight-forward. You probably even find yourself following this sort of process in any case. But by following the plan below step-by-step you’ll find your delegation to be much more successful.
Step 1 – Create a step-by-step system
First, you need to begin by creating a step by step system that team members can follow in order to get tasks completed. Making this step by step system as detailed and in-depth as possible is the best way to ensure it will work in practice.
For certain tasks, videos can be a great tool to include within the system. Loom is a really good free screen and video recording programme that can help with this.
Checklists that team members can follow whilst they work through a task from start to finish are also incredibly useful and a good way to ensure nothing is forgotten or overlooked within the process.
Step 2 – You do, they watch
Then, you should complete the task whilst the apprentice observes. This allows the team member to view exactly how the task should be completed and will help when they come to do this themselves.
Whilst you are completing the task you should ensure that every stage of it is contained within the system that you’ve created. If you’ve created a checklist this would include checking off each part of the task as you go, even though you more than likely are used to doing this task blindfolded!
Step 3 – You do, they help
Next, you complete the task again whilst the apprentice offers help and input. This shows they are invested and are taking on board the learnings from both the step by step system you created and from their observation of you completing the task the first time.
Step 4 – They do, you help
The fourth step in the process involves swapping roles. The apprentice will do the task this time and you will watch and offer input and advice as they do it. This is the first chance for them to really show what they’ve learned from you and you can help them develop their skills.
Step 5 – They do, you watch
Next, the apprentice will complete the task another time and you will watch without offering help and input. This is where they really show their understanding of the task and their ability to complete it without your assistance.
Step 6 – They do, you review
Lastly, step six involves you reviewing their completed task and offering retrospective feedback. This could include areas for improvement and talking through anything that could have been done better.
After these six steps have been successfully followed, you should have mastered the art of delegating at least one task from your to-do list. Follow the 6-step plan to delegate other tasks that could be completed by members of your team and you’ll find yourself with much more time on your hands.
This is time that can be used to work ON your business, rather than IN it.
Time that can be spent planning how to grow your business, increase your profitability and get one step closer to the lifestyle you’re trying to achieve.
And what could be better than that?