Orange County Chamber of Commerce National Association of Professional Organizers
Women's in Network

Effective Delegation

Most business owners are resistant to delegating their work to an assistant or bookkeeper. Part of this is a control issue and the other a time issue. As a professional organizer I hear” I can do it quicker myself”. What is not accounted for in this equation is the time taken away from generating income. The easiest tasks to delegate are those that are either non client facing or you dislike the most.

Bookkeeping and administrative tasks are the easiest to get off your plate. Pay the money for a qualified bookkeeper. This will free up a considerable amount of time. Check with your accountant who would be a good fit for your business and needs. If they do not have someone to recommend Certified Public Accountant Paul Rafanello, at 845.986.8776 or at http://www.prcpa.biz, is an excellent referral source.

The other important component of this equation is the administrative functions. Some of these include:

• Receptionist
• Email Screening
• Mailer prep and send
• Shipping
• Composing correspondence
• Filing
• Prep for bookkeeper
• Scheduling appointments
• Maintain customer database

The tasks vary depending on your business and needs. Having a list of tasks gives you the skeleton for a job description and a measure for what the person is expected to accomplish. The key is to properly train the person on the front end thus saving time on the back end. Also, work with a staff agency to review what you expect and what skills a qualified candidate would need. Another route would be a virtual assistant. This may be more cost effective than hiring staff. If you consider using a virtual assistant conduct a thorough interview of the company. Personal information about you, your company, employees and customers will be communicated to this assistant if utilized for administrative functions. As a result, make sure that confidentiality, identity theft and data protection are part of their services.

The goal is to get off your plate as many non client facing and administrative duties as possible so you can do what you are good at – making money.

Other Posts in March 2008


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