Monthly Business Tip #1: Document Before You Delegate

Feeling overwhelmed and ready to hand things off?

That moment where you’re juggling client work, internal ops, and a thousand tiny tasks—and finally say, “I just need help”?

Pause.

Before you delegate anything… document it.

Why? Because delegation without documentation leads to:

• Confusion
  

• Avoidable mistakes
  

• And way too many things boomeranging back to your plate
  

If you want support that actually frees you, not frustrates you—clear documentation is step one.

Here’s how to do it:

Write it out
List the steps. Be clear but don’t overcomplicate—just enough that someone else can follow your thinking.

Record a quick video
Walk through the task on screen using a tool like Loom or Fathom. Talk it out as if you were training someone live.

Save it in a central place
Use Google Drive, Notion, or whatever tool your team already uses. Keep it easy to find and access.

Set it up once. Save hours later.

Good documentation means your team can take ownership—with fewer questions, less guesswork, and more confidence.

It’s not about perfection—it’s about clarity. And it’s the key to scaling sustainably.

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