The Smartest Way to Grow Your Business Without Burning Out

How to Actually Start Delegating!

Want to unlock your business’s full potential? Let’s start with a task assessment template!

In my last newsletter, I talked about how to make the most of your project management tool and mentioned I’d share the art of delegation. But before diving into delegation, let's break it down to make it easier.

Delegation is key to growing your business, but it can feel overwhelming at first. I remember working with two co-owners of a subscription box service for adventurers. One of the owners was passionate about writing adventure stories and managing everything related to the product. While his passion fuelled the business, it also became the main cause of delays.

I set up their workflow in ClickUp, and we could see exactly where tasks were getting stuck. The goal was to get the subscription boxes ready four months before they were due, but we only managed two months. The problem? The owner himself. He was doing too much—writing adventures, reviewing drafts at multiple stages, and running the whole business.

We had a chat, and I helped him realize that delegating wasn’t about giving up control but sharing the workload. At first, he resisted, worried that no one could write in his style. So, we found writers to try drafts, hired the best fit and in just four months, we had the boxes ready six months ahead of schedule! That’s the power of delegation.

Does this sound like you? Are you still holding on to every task, even though you want to scale your business? It’s time to think about what you can delegate or automate. You don’t need me to walk you through it (although I’d love to help!).

The good news? I’ve created a Task Assessment Template to help you get started! This structured approach will boost your productivity like a cheat code.

Why a Task Assessment Template Is a Game-Changer

Focus on What Matters: Figure out which tasks need your attention and which can be delegated.

Empower Your Team: A clear framework for task assessment lets your team step up and shine.

Avoid Burnout: Knowing what to delegate can save you from doing everything yourself.

Prepare for Growth: This will set the foundation for scaling your business smoothly.

Have you tried my free template for Client Onboarding yet? If not, you can grab it here:

Client Onboarding Template

Here’s Your Task Assessment Toolkit

  1. Use the Task Assessment Template 

    Start by evaluating your tasks. Should they be:

    • Delegated? (Hand it off.)

    • Eliminated? (Cut it out.)

    • Automated? (Let tools do it.)

    • Done by you? (Because only you can do it.)

  2. Document Everything 

    Don’t skip this! Write down:

    • The steps for key tasks.

    • Tools and resources used.

    • Tips to help others.

  3. Find Your Time-Sucks 

    Track your time for a week.

    Which tasks are taking up the most time?

    These are the ones to assess.

  4. Categorize Tasks 

    As you go through the template, rank tasks by importance and urgency. Prioritize what matters.

  5. Build Your Delegation Network 

    Decide who can help:

    • Team members

    • Freelancers or virtual assistants

    • Automation tools for repetitive tasks

  6. Start Small 

    Begin by delegating low-risk tasks. As you gain confidence, pass on bigger responsibilities.

  7. Set Clear Expectations 

    Make sure you provide:

    • Detailed instructions

    • Clear deadlines

    • Expected outcomes

  8. Trust the Process 

    Don’t micromanage.

    Let your team take ownership.

  9. Provide Context 

    Help your team understand the bigger picture and why their tasks matter.

  10. Create Check-in Systems 

    Regular check-ins will keep things on track without you hovering.

  11. Embrace Technology 

    Use tools like Zapier, Make, or automation features in your project management software to handle repetitive tasks.

  12. Always Be Learning 

    Each task you delegate is a chance to improve. Learn from the process and refine it as you go.

Your Task Assessment Challenge

This week, take my task assessment template and identify 3 tasks to delegate, eliminate, or automate. Document the process, assign tasks to someone else (or find help if you’re solo), and start delegating. Use the time you free up to focus on what truly drives your business forward.

Grab the Assessment Template here.

I can’t wait to hear how it goes! Reply to this email and let me know.

To your success,

Hina

P.S. Delegation isn’t just about offloading work; it’s about multiplying your impact. Let’s start that journey this week—don’t wait to reclaim your time!

Whenever you are ready to optimise your systems: