Define what to delegate
List recurring tasks and those that interrupt your work: formatting, filing, preparing documents or following up correspondence. A clear scope makes collaboration easier.
Match support to your workload
One-off support suits a defined project. Regular assistance helps with recurring work. The right arrangement depends on your volume, deadlines and working habits.
Keep control of decisions
Delegating preparation does not mean giving up approval. Agree review points and identify documents or messages that require your approval before use.
Review the arrangement
Review the clarity of deliverables and whether the schedule works. Adjust the scope as needs change, keeping instructions straightforward and responsibilities clear.