This quiz will help you determine which administrative tasks to delegate to free up your time and increase your productivity.
Instructions:
Answer the following questions by selecting the option that best describes your current situation. Tally your score at the end to see which tasks you should delegate to a virtual assistant.
1. How do you handle your calendar?
- A. I manually schedule all my appointments and meetings. (2 points)
- B. I have some tools to help, but it still takes a lot of time. (1 point)
- C. I rarely have time to organize my schedule. (3 points)
2. How does your inbox look right now?
- A. I’m drowning in emails and can’t keep up with inquiries or spam. (3 points)
- B. I occasionally forget to respond to important emails. (2 points)
- C. My inbox is tidy, but I spend too much time maintaining it. (1 point)
3. How organized are your digital files?
- A. I can never find what I need when I need it. (3 points)
- B. My files are somewhat organized, but it takes time to keep them that way. (2 points)
- C. I have a system, but I’d prefer not to manage it myself. (1 point)
4. Do you track your expenses and invoices efficiently?
- A. I constantly fall behind on tracking expenses and making payments. (3 points)
- B. I try, but I spend too much time on it. (2 points)
- C. I’m fairly consistent, but it’s a tedious process. (1 point)
5. How do you approach creating documents and reports?
- A. I avoid it as much as possible—it’s overwhelming and time-consuming. (3 points)
- B. I get it done, but I could use help with formatting and proofreading. (2 points)
- C. I enjoy it but could free up my time by delegating this. (1 point)
6. Do you have step-by-step processes documented for your business?
- A. I have no idea where to start with SOPs. (3 points)
- B. I’ve started a few processes, but they need organizing. (2 points)
- C. I’ve documented some, but I’d like them formalized. (1 point)
7. Do you handle customer support issues?
- A. Yes, and it’s becoming overwhelming to keep up with inquiries. (3 points)
- B. I manage them okay, but they’re a constant distraction. (2 points)
- C. I can handle it, but I’d prefer to focus elsewhere. (1 point)
8. How do you prepare for meetings?
- A. I often feel unprepared or forget to follow up. (3 points)
- B. I take my own notes but struggle to distribute them efficiently. (2 points)
- C. I manage okay, but distributing meeting minutes takes too much time. (1 point)
9. Do you regularly research or gather information?
- A. I avoid it because it’s too time-consuming. (3 points)
- B. I spend hours researching but don’t summarize findings efficiently. (2 points)
- C. I can manage research, but I’d rather focus on other things. (1 point)
10. How do you handle travel arrangements?
- A. Planning travel feels like a full-time job. (3 points)
- B. I manage okay but spend too much time comparing options. (2 points)
- C. I can handle it, but I’d delegate this if I could. (1 point)
Scoring:
- 10-15 points: Delegate Some Key Administrative Tasks
You’re managing well but could save time by outsourcing specific tasks like calendar management, inbox cleanup, or document creation. - 16-25 points: Delegate Operational and Customer-Focused Tasks
You’re feeling stretched thin. Tasks like SOP creation, customer service, or file organization are ideal to delegate. - 26-30 points: Delegate as Much as Possible
You’re spending too much time on administrative work. Consider delegating inbox management, expense tracking, research, travel arrangements, and more to focus on growth and strategy.
Call-to-Action:
Ready to take back your time? Let Back Pocket Assistants handle the admin work so you can focus on what you do best. Contact us to get started today!
