Smart Friends

#035 EA Delegating w/ Michelle Penczak: Founder of Squared Away - Military Spouses becoming Top Tier Virtual Assistants

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Apr 19, 2022
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ADVICE

Delegate Forward Planning

  • Delegate forward planning tasks like seasonality, travel, and school transitions to save time and reduce stress.
  • Let assistants do the research to cut down choices and present only relevant options.
INSIGHT

Assistants Handle High-Trust Work

  • Assistants can support high-trust, high-stress processes like fundraising by organizing docs and pulling LinkedIn research.
  • Proper assistant support materially reduces founder overload during critical moments.
ADVICE

Use PM Tools And Feedback Loops

  • Use a project management tool (Asana, Trello) and scheduled deadlines to streamline delegation.
  • Train assistants to onboard clients to tools and feedback loops for smoother collaboration.
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