As a small business owner or professional, your time is one of your most valuable assets. But let’s face it—running a business means juggling a mountain of tasks, many of which might not need your personal attention. Delegating effectively starts with understanding what only you can do, what you love to do, and what can (and should) be handed off to someone else.

Here’s a simple process to evaluate your workload and decide what to delegate.


Step 1: Track Your Week

Start by keeping a detailed log of everything you do for a week. Use a notebook, a spreadsheet, or a time-tracking app to document:

  • Every task you work on
  • How much time you spend on each task
  • Your energy and focus level for each task

At the end of the week, you’ll have a clear picture of where your time goes and which tasks are consuming your day.


Step 2: Categorize Your Tasks

Review your list and group your tasks into three categories:

  1. Tasks Only You Can Do
    These are the core responsibilities tied directly to your unique skills, certifications, or leadership role. For example:
    • Meeting with clients or closing deals
    • Strategic planning or vision-setting
    • Delivering services tied to your certifications or expertise
  2. Tasks You Love to Do
    What energizes you? These are tasks that bring you joy, align with your passion, or leverage your strengths. For instance:
    • Creative projects like designing or writing
    • Networking or building relationships
    • Analyzing data if you enjoy the problem-solving aspect
  3. Tasks Others Can Do Just as Well or Better
    These are the repetitive or time-consuming tasks that don’t require your unique skills. Common examples include:
    • Calendar and email management
    • Social media posting
    • Data entry or document formatting
    • Research or customer follow-ups

Step 3: Evaluate Your Role

Ask yourself these critical questions:

  • What am I certified or uniquely qualified to do?
    (Think licenses, degrees, or specialized knowledge.)
  • Which tasks align with my business goals and personal strengths?
    (Focus on what drives growth and fulfills your mission.)
  • Which tasks drain my energy or pull me away from strategic work?
    (These are prime candidates for delegation.)

Step 4: Decide What to Delegate

Once you’ve identified the tasks that others can do just as well—or even better—it’s time to delegate. Here are some examples of tasks you might hand off to a virtual assistant or team member:

  • Administrative Tasks: Scheduling, email filtering, file organization.
  • Marketing Support: Content creation, social media management, analytics.
  • Customer Support: Handling inquiries, resolving minor issues, onboarding new clients.
  • Operations: SOP creation, data entry, expense tracking.

Step 5: Find the Right Person for the Job

Delegating doesn’t mean handing off tasks without thought—it means empowering someone capable to take them on. A skilled virtual assistant can take over your to-do list, freeing up your time for what truly matters.

Look for someone with:

  • A proven track record in the tasks you want to delegate
  • The ability to adapt to your business needs and style
  • A proactive approach to identifying and solving problems

Step 6: Reclaim Your Time

By focusing on the tasks only you can do and delegating the rest, you’ll:

  • Create more time for strategic growth and personal fulfillment
  • Reduce stress and burnout
  • Maximize your business’s potential by leveraging other people’s skills

Your Next Steps

Take a week to track and categorize your tasks. Then, imagine what your schedule could look like if you could focus on what you do best. If you’re ready to delegate, Back Pocket Assistants is here to help. We specialize in administrative and marketing support tailored to small businesses and professionals.

Contact us today, and let’s take your business to the next level!

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