Delegation is something most firm owners struggle with, myself included.
In this episode, I share what I learned the hard way and the steps you can take to build this skill.
Listen below.
1:20 I was the classic control-freak accounting firm owner — hands in everything, reviewing nearly everything before it went out the door.
2:03 During the acquisition process of my firm, I realized that with a bit of training and some documented processes, everything I was doing could be handed off.
3:01 There’s a quote from Dan Martell that really stuck with me: “80% done by someone else is 100% freaking awesome.” That line sums up exactly what I needed to learn about delegation.
4:11 My four-step FIRM Delegation System may help put you develop your delegation skills. Step 1: Flip your mindset. Most delegation problems start with us, the owner.
5:22 Step 2: Identify what to delegate. Spend two weeks tracking every task you handle daily. It’s the best way to see what can come off your plate.
6:27 Step 3: Roll out roles and responsibilities. Your team can only succeed if they have clear ownership of their role in the firm.
7:09 Step 4: Map out standard operating procedures. Delegation only works if clear processes exist so your team knows exactly how to handle each task.
