Three Steps Forward, Two Steps Back...Use Systems to Keep Moving Forward

Lately I have been trying to figure out how to be much more efficient with my time. Part of the reason is that I am so busy and want to free up some time. Another part is I am looking to bring on more team members and I was interested in what it is that I actually "do" that I could delegate to someone else.

I found out something interesting as I have tracked very closely my tasks over the last month. Did you know about 90% of what you do every day you did yesterday or within the last week? As I think about it now I could have guessed that but you just don't think about your days that way.

I also found out I spent a lot of time figuring out what exactly I did the last time when a task was either very new, or very involved. That made me realize I needed to get much more intentional about making things easier to duplicate by making checklists or procedures.

Here we go again! You decided to be self-employed or an entrepreneur because you didn't want the constraints of an operations manual or procedures that were too strict. You want to be "free". I totally agree. So let's not get overly corporate and form a committee or anything crazy like that, but let's just use a little reason and make our work more efficient so we can enjoy a little free time or be able to pursue even more profits with our time.

Track your tasks

Boring I know. I was resistant because I am so busy, it was one more thing I had to do. Believe me though it will be enlightening. You will see exactly what is going on, how much time you are wasting, and how much time you spend reinventing your wheel.

Depending on your personality you can be as detailed as you want or just jot some notes. Keep specific clock time or just jot minutes. Do it a minimum of two work weeks. I did it for a month and it was very enlightening.

Analyze the Results

Now go back through what you wrote down. Make three lists:

1) Repeated tasks with how much time spent and how often they are repeated.

2) Tasks that were just one time but could be delegated if needed.

3) Tasks that will be repeated in the future but are infrequent.

Look objectively at each list. For repeated tasks analyze and prioritize those tasks into a list of what will be the biggest bang if you get it under control.

Make a Plan

With that prioritized list begin working on making a future plan. For each task decide:

1) Does it need a procedure outline?

2) Does it need to be delegated?

3) Does it need to be grouped/scheduled better?

Then work through each of the tasks as you normally would over the next few weeks. As you do the task the next time, act on the decision you made above. You can outline it, make plans to delegate it, or group and schedule it to make it more efficient.

Here are a few things I have outlined with a procedure task and am preparing to delegate to my team:

1) Office Supplies- I spent a lot of time figuring out what toner I needed and where to get it at the best price. This potential sand trap can be taken care of with a list of common supplies and where you got them last time. If you are running to the supply store, check the other items from the same place and pick those up if you need them as well.

2) List of Usernames and Passwords- I know you can relate to this one. I do not advocate writing out the specifics because you are just waiting for someone to find it then. Use a code. For example, I use the same basic username and password for everything but with variations. So I may add a number or a letter to the end. In the documentation I will just put the number or the letter as the password as a reminder. I do the same with the username. I also make notes on special situations with the sites. If you have to do anything special or figure anything out, chances are the next time you visit you will have to figure it out again.

3) Gift lists and birthdays- This is not my forte so I will make a list and remember to check it. Someone gave me a tip of buying and addressing all my birthday cards in one weekend at the beginning of the year. They said to place the mail date where the stamp goes and then put them in order. When the time comes, pop a stamp on it and put it in the mail. No promises but could be a good project for my assistant. (I will sign yours mom...)

The major lesson I learned with this exercise is I can do some simple things without getting too complicated that will help me to be more efficient. I also have more confidence that I can hand a task off if I need to and someone can just jump right in and complete it like I would.

Here's to moving forward...

Susan Snyder Founder/CEO

BuildYourVASkills.com http://www.pcstraining.net

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