Delegation Part 3: The “Fail-Safe”

I freaking love that we’re talking about delegation this month… because it’s something I see SO many fitness pros struggle with.

As a recovering control freak, this used to really hold me back in my business.

Since I started putting a few basic practices in place to create a “fail-safe” system for delegation, things have been moving very smoothly and efficiently.

Not 100%, but pretty dang close.
And I’m teaching you my exact system for delegation throughout October. If you haven’t checked out Part 1 or Part 2 yet, you need to do this FIRST.

Part 1: My #1 Rule for Delegation

Part 2: The Who, What, When, Why, & How of Delegation

So that leaves us today with “Part 3.” Part 4 & 5 to come in the next few days.

You ready?

I hope you’re taking notes, because this is the one that MOST PEOPLE MISS.

It’s “Checks & Balances.”

Ever hand someone a task to do, and then just “expect” it to get done on time and to your standards…. only to get hugely frustrated when deadlines come and go.

I’m pretty sure we all have. It’s too easy to fall into the “set it and forget it” trap.

That’s why you HAVE GOT TO have “Checks & Balances” built into your delegation process.

What does this mean?

Let’s take the example I used in Part 2…. Delegating your client’s before and after measurements and pics for your current transformation challenge to one of your coaches.

How are you going to ENSURE that this gets done properly and on time….

instead of realizing that a handful of clients never got their before measurements taken, when you sit down to calculate the winner! GASP!

It has happened to the best of us… but only because we didn’t have a delegation process in place complete with “checks and balances.”

For me, the easiest way to “check and balance” is to create a simple checklist.

All of my coaching clients know I’m a checklist freak.

This would include breaking down everything that needs to happen (with DEADLINES) that need to be checked off.

Not only will your coach (who you’ve delegated this task to) have it, but your lead trainer, manager, or YOU (or whoever is responsible for managing this person) will have it as well.

Use whatever is easiest- pen and paper, google drive, Asana, Wunderlist, etc. I personally like to sync mine to my calendar so I have a quick view of when everything needs to be done.

There’s no right or wrong way to do it, there just needs to be a higher level of oversight…. it needs to be CONSISTENT.

When you do it right, you never have to micro-manage. You’re simply ensuring you never fall behind and everything is getting done properly.

I’m not going to put an entire checklist here for the measurements protocol- but let’s say that 3 days after the challenge starts, you have a notification pop up on your calendar (and your coaches calendar) that says “Make sure Suzie got ALL before measurements for the challenge.”

This is how checks and balances make sure that things don’t fall through the cracks.

When you follow what I outlined in Part 1 and 2…. AND you have your “checks and balances” in place…. you’re on your way to creating a BULLETPROOF delegation process for your business.

Where can YOU add more checks and balances into in your business?!

Stay tuned for parts 4 and 5 where we will bring it home. #winning

Make it an awesome and productive day!

P.S. 2018 is around the corner. Want to get ahead and finally stop flying by the seat of your pants? Check out my coaching program here <—-

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