Build Your Outsourcing & Delegation Strategy

Today’s all about fine-tuning your delegation strategy so that every task is being handled by the right person, in the most efficient way possible. The goal here is to ensure that each member of your team is focused on what they do best, while you free up time to take on the strategic leadership role that will propel your business forward. By diving into your current team structure and aligning it with the new SOPs, we'll be able to identify tasks that can be delegated with confidence, helping you move toward the CEO role you’re striving for.

Delegation doesn’t mean letting go of control—it’s about stepping into a bigger, more impactful role while ensuring the business continues to thrive. With SOPs now in place, we’ll be looking at which of these processes can be handed off seamlessly to your COO or executive assistant. This will allow your team to run like a well-oiled machine, while you keep your eye on the bigger picture, leading the business into its next phase of growth. Today, we’ll map out exactly where delegation makes sense, so you can start focusing on what moves the needle the most. Below are the details of the workshop if you'd like to take the self-guided route to dive deeper into mastering this area.

Workshop: Outsourcing Essentials: How to Delegate, Scale, and Focus on What Matters Most

In this hands-on session, you’ll discover how to:

• Pinpoint the right tasks for outsourcing: Recognize which activities drain your time and can be effectively delegated, freeing you to focus on high-impact work.
• Select and manage reliable outsourcing partners: Learn to find trustworthy partners, manage your relationships, and establish communication practices that make collaboration seamless.
• Integrate outsourced tasks into your workflow: Master strategies to incorporate outsourced work into your own systems, ensuring everything works together effortlessly and aligns with your business goals.

Why You Should Attend: Don’t let routine tasks limit your growth potential. This workshop gives you the tools to delegate like a pro, allowing you to focus your energy where it counts. For any entrepreneur, freelancer, or small business owner ready to work smarter, not harder, this session will provide you with a roadmap to scale up without burning out.

What You’ll Get:

• A clear, actionable guide to outsourcing with confidence, tailored to your specific business needs.
• Expert tips for choosing the right partners and building strong working relationships.
• Step-by-step strategies to keep your outsourced tasks in sync with your operations, so you can focus on the big picture.

Schedule: The 3rd Wednesday of every month

If you'd like to get personalized support with building your outsourcing and delegation strategies, below is an overview of what we'll cover in a day of support and coaching.

Morning Session: Review current team roles, including COO and executive assistant, and clarify potential delegation areas based on new SOPs.

In this session, we’ll break down the roles of your COO and executive assistant and really dig into where they’re already excelling and where they could be stepping up even more. With the new SOPs we’ve built, the opportunities for delegation should be clear, and we’ll match those processes to the right team members. For instance, maybe your executive assistant could take on more of the routine tasks, like managing your calendar or following up with leads, while your COO might be better suited to overseeing bigger projects or implementing operational changes.

We’ll also look at how you can align each person’s strengths with specific tasks, ensuring that everyone is working in their zone of genius. The key here is to give your team the tools they need to take ownership of specific processes without overwhelming them with too much too soon. We want to empower your team to feel confident in their roles and trusted with responsibilities, while making sure you’ve got the bandwidth to lead strategically. This is about building a cohesive, autonomous team that doesn’t require your constant oversight, so you can focus on scaling the business.

Afternoon Session: Discuss outsourcing instructional or support tasks to cover his short-term operational needs without impacting cash flow.

In the afternoon, we’ll turn our focus to outsourcing, which can be a powerful way to get things done without overloading your current team or burning through cash. There are likely some tasks—whether instructional or support-related—that could be handled by external contractors or freelancers. Outsourcing can help you meet your short-term operational needs, like content creation or customer support, without the long-term commitment and cost of a full-time hire. The beauty of outsourcing is that you only pay for what you need, when you need it.

We’ll strategize on how to bring in outside help for these specific tasks, ensuring that it doesn’t impact your cash flow or cause strain on the budget. This means finding reliable, skilled contractors who can pick up the slack during peak periods or when your internal team is stretched thin. The goal is to create a flexible workforce that adapts to your business’s needs, giving you the ability to scale up or down without the overhead of a full-time staff. By outsourcing strategically, you can maintain high-quality output and avoid getting bogged down in tasks that don’t require your full attention.

Action Item: Outline specific tasks or responsibilities for immediate delegation and schedule check-ins to assess delegation effectiveness.

For today’s action item, we’re going to take all of the information we’ve discussed and create a clear action plan for delegation. You’ll identify which tasks or responsibilities you’ll be delegating immediately—whether it’s to your COO, executive assistant, or an outsourced contractor—and set clear expectations for each. This step is key, as it ensures that delegation is intentional and aligned with your business needs. From there, we’ll schedule regular check-ins to track how things are going, troubleshoot any challenges, and tweak the delegation plan as needed.

These check-ins will keep you in the loop without requiring you to micromanage. Think of them as quick status updates to ensure everyone has what they need and that the process is running smoothly. By staying on top of delegation from the start, you’ll ensure that your team is empowered to succeed without you having to constantly look over their shoulder. This will give you peace of mind as you begin to hand off more responsibilities, knowing that the systems are in place to keep everything moving forward. Today’s task will set the stage for a more scalable, efficient operation where your leadership can truly shine.