Alpine Small Business Delegator Form

The Delegator

Before you start, please be sure that you have at least 30-40 minutes to work on this form.

It isn’t easy to hand over a task or project because we often think that if we want to get it done correctly we have to do it ourselves. The problem with this is you are holding yourself back from some serious growth both professionally as well as personally. To really grow your business you need to enlist support. Support in whatever capacity is necessary for happiness and sanity. It applies to every facet of our lives and is often times one of the hardest thing for us to admit to ourselves. However, once you open the gates it is amazing how much MORE productive you become.

This doesn’t mean you hand over the keys to the kingdom, this simply means that you are freeing yourself up to focus on tasks that generate revenue and open you up so you can enjoy some much needed FREE time with your family and friends.

Below, I have designed a delegation worksheets that will help you look at everything you have on your plate right now. It hones in on everything that needs to be completed for your business so it can run like a well oiled machine. The below matrix's are simple yet eye opening.

You ready to do this? Alright, here we go then.

If you have any questions, feel free to email me at jessica@jessicagranish.com

Ready, Set, Go…
Full Name*

First NameLast Name
Company Name*
E-mail*
Website*
Below is a series of delegation matrixs that delve deeper into all the tasks that you are currently doing, need to be doing, what you enjoy doing and what you don’t.

Accounting Tasks

	Yay, I love and enjoy doing this, it makes me smile.	Eh, I could easily do this, but I could delegate it too.	Ugh, needs to be done, but I don’t want to do it.	Doesn't apply to my business at this time.
Account Receivable
Accounts Payable
Bids and Quotes
Merchant Processing Set up
Paypal Set up
Payroll
Quarterly Reports
Reconciliation
Set up Accounting System

List other accounting tasks not listed above.
Notes:

Administrative Tasks

	Yay, I love and enjoy doing this, it makes me smile.	Eh, I could easily do this, but I could delegate it too.	Ugh, needs to be done, but I don’t want to do it.	Doesn't apply to my business at this time.
Customer Care/Support
Data Entry
Emails replies and follow up
Filing and Organization
Internet Research
Maintain calendar & Schedule
Ordering supplies & equipment
Phone Answering and Forwarding
Shipping & Packaging of Products
Travel Arrangements & Logistics

List other administrative tasks not listed above.
Notes:

Client Work

	Yay, I love and enjoy doing this, it makes me smile.	Eh, I could easily do this, but I could delegate it too.	Ugh, needs to be done, but I don’t want to do it.	Doesn't apply to my business at this time.
Printing and Binding
Provide Bids and Quotes
Time Management
Write Proposals

List other client tasks not listed above.
Notes:

Content Writing

	Yay, I love and enjoy doing this, it makes me smile.	Eh, I could easily do this, but I could delegate it too.	Ugh, needs to be done, but I don’t want to do it.
Blogging Content
Content Management
Editing and Proof Reading
Marketing Copy
Newsletter Copy
Website Copy

List other content writing not listed above.
Notes:

Event Tasks

	Yay, I love and enjoy doing this, it makes me smile.	Eh, I could easily do this, but I could delegate it too.	Ugh, needs to be done, but I don’t want to do it.
Book and Research Location(if live event)
Create Sales Landing Pages
Event budget
Event Coordination
Event Management
Event Marketing Plans
Moderator Webinar/Teleseminar
Participant Support
Set up Registration
Set up Webinar/Teleseminar
Sign up for Webinar/Teleseminar

List other Event Management not listed above.
Notes:

Executive Tasks

	Yay, I love and enjoy doing this, it makes me smile.	Eh, I could easily do this, but I could delegate it too.	Ugh, needs to be done, but I don’t want to do it.	Doesn't apply to my business at this time.
Business Plan Development
Marketing Plan Development
Project Coordination & Management

List other executive tasks not listed above.
Notes:

Graphics Design

	Yay, I love and enjoy doing this, it makes me smile.	Eh, I could easily do this, but I could delegate it too.	Ugh, needs to be done, but I don’t want to do it.	Doesn't apply to my business at this time.	NA/Doesn't Apply
Graphics for Website
Graphics for blogs
Graphics for social media
Graphics for letterhead and digital print
Graphics for paper print

List other graphic design tasks not listed above.
Notes:

Information Technology Tasks (IT)

	Yay, I love and enjoy doing this, it makes me smile.	Eh, I could easily do this, but I could delegate it too.	Ugh, needs to be done, but I don’t want to do it.	Doesn't apply to my business at this time.
Management of network security
Management of passwords

List other IT tasks not listed above.
Notes:

Marketing Tasks

	Yay, I love and enjoy doing this, it makes me smile.	Eh, I could easily do this, but I could delegate it too.	Ugh, needs to be done, but I don’t want to do it.	Doesn't apply to my business at this time.
Social Media Marketing
Email Marketing
Online Marketing
Offline Marketing
Telephone Marketing

List other marketing tasks not listed above.
Notes:

Social Media Tasks

	Yay, I love and enjoy doing this, it makes me smile.	Eh, I could easily do this, but I could delegate it too.	Ugh, needs to be done, but I don’t want to do it.	Doesn't apply to my business at this time.
Facebook Ads
Twitter Ads
Linkedin Ads
Contests
Scheduling
Press Release Syndication
Writing Blogs
Blog Syndication
Communicate
Engage
Account Creations
Manage

List other Social Media Tasks not listed above.
Notes:

Procedure and Policy Tasks

	Yay, I love and enjoy doing this, it makes me smile.	Eh, I could easily do this, but I could delegate it too.	Ugh, needs to be done, but I don’t want to do it.	Doesn't apply to my business at this time.
Group Policy Management
User and Computer Script Management
Scheduling Tasks
Creating and Editing Site

List other Procedure and Policy tasks not listed above.
Notes:

Website Tasks

	Yay, I love and enjoy doing this, it makes me smile.	Eh, I could easily do this, but I could delegate it too.	Ugh, needs to be done, but I don’t want to do it.	Doesn't apply to my business at this time.
Logo and Signage
Updates
Design
Create

List other website tasks not listed above.
Notes:

Household Stuff

	Yay, I love and enjoy doing this, it makes me smile.	Eh, I could easily do this, but I could delegate it too.	Ugh, needs to be done, but I don’t want to do it.	Doesn't apply to my business at this time.
Laundry
Cooking
Yard Work
Cleaning
Picking up dog poop
Taking Care of the Kiddos

What type of tasks are you looking to delegate? Select all that apply

Affiliate ManagementAuto Responder SeriesBlogging/Article WritingBusiness Planning/CoachingContent ManagementCopywritingCustomer SupportE-Commerce/Online StoreEditing and Proof ReadingEmail MarketingEvent Planning and CoordinationEzine's and EblastsFacebook AdsFunnel BuildingGraphic DesignInternet ResearchLaunches for Programs/ProductsMembership Site ManagementMentoring and CoachingMigration to a different email marketing tool Mobile Application DesignOnline Business ManagementOnline Store ManagementOptin GiftsPowerpoint CreationPress ReleasesPrint MarketingProject ManagementSales PagesSEO (Search Engine Optimization)Social Media ManagementStrategy and Implementation Teleseminars/WebinarsTelesummitsTravel and LogisticsTripwireVirtual SummitWeb Programming (custom applications) Website DesignWebsite ManagementOTHER
Describe other tasks that might not be listed above.
Should be Empty:

Below is a series of delegation matrixs that delve deeper into all the tasks that you are currently doing, need to be doing, what you enjoy doing and what you don’t.