From Owner to CEO: The OBM's Delegation Guide

How do you go from being an owner to a CEO in your business? One of the most important steps is to begin strategically delegating responsibilities. 

Let’s make it less scary by talking through what it would look like to have an Online Business Manager (OBM) partner with you to delegate effectively. Your OBM will act as a:

Strategic Delegation Advisor

By working closely with you, your OBM will understand your goals, your vision, and your strengths and weaknesses. They can identify which tasks and responsibilities are suitable for delegation. 

Task Assessment and Prioritization

Your OBM will evaluate your team to learn each member’s skills, roles, and strengths. They can then make sure each team member is matched with tasks that align with their abilities. This ensures that you maintain a team with greater productivity and job satisfaction.

Team Manager 

By monitoring the progress of delegated tasks, your OBM will make sure your team will hit benchmarks and deadlines. They can spot issues early and provide constructive feedback when necessary. This process maintains a high level of customer service standards.

Process Improvement Expert

Your OBM will analyze your existing processes and workflows to identify areas for improvement. They document and organize tasks to create a system of consistency and scalability. 

Tech Integrator

Your OBM will identify and integrate the best tech and tools for your team. This may include project management software, communication tools, or automation systems. Your business will benefit from these integrations with increased operational efficiency.

 

Sound amazing? Here’s how you and I would implement delegation effectively, step by step:

Identify and Offload the 1st Priority Task

You and I will pinpoint the most critical tasks and responsibilities that need to be offloaded from your to-do list. (Think time-consuming, or requiring specialized skills that you or your team currently lack.)

We’ll create a custom implementation plan for each task. This document will include assigning the right task to the right team member, setting clear expectations, and establishing project timelines. 

I will oversee the initial steps of delegation, ensuring that each team member receives proper training and resources to excel in their new role. 

Offload the 2nd Priority Task

Just as with the first task, we will take a personalized approach. We’ll consider the unique needs and challenges of the task as we create a plan to delegate.

Together, we’ll identify any adjustments needed based on the lessons learned from the first round of delegation. This process will ensure better efficiency.

I’ll provide ongoing support and address any issues so that the implementation progresses smoothly and meets your business goals.

Offload the 3rd Priority Task

Again, we will customize the task. We’ll have the benefit of the two previous tasks to refine the delegation process. 

I’ll provide guidance and feedback as before to both you and your team members. 

The aim is to make these transitions as seamless as possible with minimal disruption to your business operations. 

At the end of this delegation journey, we schedule a call to debrief. This is an opportunity for you to provide feedback on the delegation process.

We’ll review the outcomes, assess the impact on your workload and operations, and identify areas for further improvement.

With the help of your valuable feedback, I will create a plan for implementing additional opportunities for improvement that may have emerged during the delegation process.

After 90 days

It’s important to recognize that delegation is an evolving process that grows along with your business. My role as your OBM will extend beyond the initial 90 days.

I will continue to provide support through Slack for 30 days after implementation so that you and your team have a safety net as you settle into the new workflow. 

Ultimately, the goal of my OBM services is to optimize your business for the long-term, allowing you to focus on your vision, expand your business, and achieve a better work-life balance. 

Next, let’s dive into the benefits of having an OBM as your ongoing strategic partner.

Continuing Support and the OBM Advantage

Like I said, delegation isn’t a one-and-done endeavor; it’s a continuous journey of optimizing your business operations for long-term success.

Many clients choose to extend our collaboration so that I can support their ongoing needs. 

Extending Our Partnership

With an extended partnership, I will continue to manage your teams, projects, and operations. This allows you to maintain the momentum of business growth without getting bogged down by day-to-day management tasks.

Customized Solutions and Upgrades

As your business evolves, so do your needs. I will stay attuned to your business’s changing dynamics and offer customized solutions proactively plus recommendations for future upgrades.

Whether it’s integrating new technology, expanding your team, or optimizing existing processes, I’ll make sure your business is able to adapt to industry trends and opportunities.

Seamless Business Scaling

Scaling your business is a natural progression and I’ll be there to ensure a smooth and controlled expansion. With me optimizing your processes and team management, you’ll be able to take on more clients, explore new opportunities, and reach higher revenue milestones without added stress.

Strategic Planning and Future Growth

Once your day-to-day operations are effectively managed, you’ll have the bandwidth to focus on strategic planning and business development. Together, we’ll set long-term goals, develop growth strategies, and research innovative opportunities that will position your business for sustainable success.

Holistic OBM Services

My role as your OBM provides a holistic approach to business organization and management. Through process improvement, tech integration, team alignment, and strategic guidance, I offer a comprehensive suite of services to optimize every aspect of your business operations.

To summarize, having an OBM as your strategic partner offers ongoing support that extends well beyond the initial delegation phase. It empowers you to:

  • Focus on your CEO role

  • Achieve a better work-life balance

  • Scale your business

  • Plan for future growth

Our partnership will adapt to your evolving needs to ensure that your business will thrive in today’s ever-changing landscape. 

If you’re ready to experience the advantages of OBM services, reach out to me and we’ll talk about how I can support your business’s continued growth and success.