Peter Moriarty: If you're a business owner wanting to get
more time back, or even create time and more freedom for
yourself, I think this video is going to be interesting to you,
we're going to talk about how we use technology to delegate more,
and help us to be more successful and build a better
running business so that we can get more time to do the things
that we love, and more freedom, more profit, and more impact. My
name is Pete Moriarty, and I help small business owners
getting their tech and their people in their systems all
connected together. And we help small and medium business owners
all over the world with Google workspace and other technology
tools to make sure your technology strategy aligns to
your business strategy and you can be successful. Now one of
the tools that we use is called the growth roadmap. And that is
a framework for businesses going about the growth of their
business, to know where to put their attention on what
technology strategy should be implemented. Now, we've got
other videos covering exactly what the growth roadmap is the
different stages. And if you're a business owner, knowing what
stage you're at the growth roadmap, you can jump onto the
playlists feature on our YouTube channel, and learn all about
that stage of business. Now, in this video, I want to talk about
the symbiosis of people, technology and systems. Because
when all of those come together, you really create an impactful
business. And of course, you got to have a business that's got,
you know, alignment to mission and vision and values. And
you've got to have some big goals and where you want to go.
But the actual execution, the making it happen, work happens
with your people and your technology. And I've always been
fascinated by that, you know, how do we bring together people
and use technology to maximize what people do? I'm really
against the idea of automating so much that you start to treat
humans or employees like robots. And I'm really more for how can
we use technology to really empower the humans that are a
part of our business. And so that's kind of the lens that I
approach this idea of combining people with technology in a
business, particularly in a service business, which is very
human focused, you know, we've got a lot of human
relationships, I really want to make sure that when tech is
going into a business, it's something that's going to
actually support people. So I've got some ideas here in how tech
can help you to delegate. And for me, the point of delegating
is really for a business owner to ascend to a point where you
actually have the freedom that you desired when you started the
business. And so when you're building a team around you, and
you're scaling a business, eventually, ideally, you want to
get to the stage of having about 20 employees. And what we find
is around a 20, employee, Mark, the business owner is able to
get some freedom back, they're able to step back off, the tools
allow the business to kind of run itself. And you'll still
have responsibilities like finance and paying the bills and
those kind of things. But for the most part, you can kind of
take a bit of a step back and enjoy the freedom with profit
and income still coming as well. So here's some ideas on how we
can use tech to get better at delegating, which is going to
help us on our path to business growth. Now the first one is
using a technology system is going to take out the guesswork,
I often find that if I'm not using some kind of system to
manage to do lists or tasks, or what I've delegated to other
people, I tend to forget. And that's because myself as my
personality, I'm a creative entrepreneur. And so it's just
the kind of thing that doesn't stick around in my mind to be
really strong with follow up some systems that I've used in
the past, like maybe writing things on a big whiteboard, they
work to an extent, but it also ties me to a particular
location. And so I try and avoid using any kind of manual systems
like a physical notebook or sticky notes or something
written on the wall because I like to be flexible with where I
work. Now, that's not to say that you shouldn't use those,
you should use the system that works best for you. But using
some kind of technology, particularly when we're in the
lifestyle now of having remote work and having people work from
home and people wanting to work flexibly, we kind of need
something that's not just going to be in one location at the
same time. And so when we use a technology tool, like for
example, a task list that shared and online and accessible in the
cloud and accessible on our mobile devices as well, then
that's the kind of thing where no matter where our team members
are, it's going to take out the guesswork of where they are up
to with their tasks and their projects. Now, one of the things
that I love to do is use this technology tool on my mobile so
that if I'm down the beach, or I'm on the road, obviously not
on weekends when I'm having my personal time. But I can keep
connected to the team, no matter where I am in a physical
location. So we want to delegate something to someone using some
kind of system and I'm talking about tasks here as an example.
But if we're delegating something to someone in a task
management system, that task is now off my mind, and it's in
their hands. And the system keeps that accountable. Meaning
I don't have to remember to keep that person accountable. That's
a nice segue into my next point, which is telling you a story
about jellybeans. I want you to imagine a large jar of jelly
beans and it's got all different kinds of colors and it's got
probably hundreds or even 1000s of jelly beans in there. And I
want you to think about that jar of jelly beans being
representative of the amount of attention that you have to
manage multiple tasks at the same time. Now some of us can
handle maybe only five jelly beans or 10 jelly beans at a
time right and it's like I got to pick up the kids from school
today. This is what I'm doing this weekend. This is what I've
got. Next week, these are the tasks that I want to do this
week, this is what I need to delegate to that team member all
is that email that I've got to reply to, right. So maybe let's
say a business owners got a little bit more that they can
handle than most people, maybe you got 100 jelly beans in
there, or even 500 jelly beans in there, right? If you're a
little bit more on the Add kind of spectrum like myself, maybe
you can handle 500 or 1000 jelly beans in there from time to time
right. Now, each time you have an open loop, each time you have
something that's on your mind consuming mental bandwidth, you
take a jelly bean out of the jar, right? That's one Jelly
Bean consumed. And that Jelly Bean doesn't go back into the
jar until you've actually closed that loop. Now one of the
examples that I give in our inbox course, which, by the way
is available for free to anyone on Google workspace, jump into
the transfer in offer below this video and you'll get access to
that. But in the inbox course I talked about when you're driving
down the street, and you've got your phone and your phone
holder, if you see a notification of an email pop up
from a client, and it's like, Oh, damn, that's that client
that's like a pain in the butt and I should get back to them
quickly. Or maybe that's you know about a project that's
running late. And I need to put my input in there. while you're
driving down the street, you can't do anything about that
maybe you stopped at the traffic lights. And there's no real safe
way for you to jump in and reply to that email. But as long as
you continue driving along with that email on your mind, that's
a jelly bean out of your jar. And what happens is this happens
1000s of times a day. Specifically, I have some
strategy on how to manage that with your phone. And if you jump
into the transfer in offer, you'll get access to a full
Google inbox course. And that actually explains how that
works. But ideally, we want to make sure that we keep our jelly
beans in our jar, and that frees up more jelly beans for high
value tasks, you would have heard of the 80-20 rule, which i
that 80% of our results com from only 20% of our work. An
ideally, we want to make sur that the jelly beans that we'v
got, which are a limite resource are going towards tha
20% work, they're really hig value work. So why is tha
important? What for delegatin and using technology? Well, i
we're using a technology syste to delegate tasks, or we'r
using a technology system t communicate more effectivel
with our team, what that mean is for us, we're not leaving s
many jellybeans out of the jar it means that we're going t
keep the loops closed, becaus once we've delegated somethin
to someone else, we don't hav to remember to follow up becaus
the technology system will hel us to do that. Or it may eve
automatically follow up for u depending on what system we'r
talking about. So my numbe three concept for you on wh
tech will help with delegatio is around accountability. What
know intrinsically is that in business, accountability breed
performance. And when there is culture of accountability tha
breeds a culture of performance So what do I mean by that? Well
when you have team meetings, an you get the team together, and
don't know how regularly you d this, but we do this ever
single week with each one of ou teams, we make sure that a
important part of those meeting are not just to get together an
talk about strategy, they ar actually to make sure we ar
checking in on accountability o what we agreed we were going t
do for the week. Now we'r running quarterly strateg
planning, we're running annua strategy planning. And so we'v
got a pretty good idea of wher our business is going to be, an
what strategic projects we wan to have executed at any time i
the year. And so each week that's our opportunity to chec
in on what did I promised I wa going to do last week, and wha
did I get done? And where are m projects up to up to right now
Now, where technology comes int this process is we just open u
our task list, we put tha straight shared into th
meeting, and then everyone i able to report on their tasks
And so they're not jus reporting what they feel lik
into the meeting. They'r reporting what was agreed b
everyone last week. And that' very important, because wha
that breeds is a culture o accountability that okay, well
I can goof off on the tasks tha I don't feel like doing. But I'
going to have to show up i front of my colleagues nex
week, and actually share whethe or not I did what I said I wa
going to do. And so that piec of technology there and the jus
simple practice very, ver simple practice of sharin
tasks, and sharing strategie and progress on those tasks an
projects publicly to the rest o your team breeds amazin
performance and amazin accountability. If that'
something that you'd like to tr with your team, I'd love to kno
how you go with that. Pleas drop that down in the comments
And let me know if that' something that's worked for you
So at the end of the day technology should be a force t
empower a team to do more, bu it's also something that ca
help with the accountability And it's going to help you as
business owner, create mor freedom for yourself by bringin
together the people an technology to empower everyon
to have more impactful work. No if you're interested i
delegating your sales proces and your relationship managemen
with your customers or you clients or your partners t
other team members. So you'r not the one having to play sale
manager in your business an always follow up with the tea
constantly to see where they'r at with that project or remin
them to, you know, call certain customer every month o
every quarter which doesn' always necessarily happen fo
salespeople. A lot of the tim is spent just doing what i
right in front of So if you'r looking for a technology syste
to put high value tasks right i front of your sales team, the
you might be interested i considering cobert CRM. It's
great tool for managin relationships in your business
And you don't just have to us it for sales, you can use it fo
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learning more about Copper CRM we have an exclusive offer fo
watches of this YouTube channel So jump down on the link righ
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tools that you use everyday lik Google Drive and Gmail, an
everything else in the Googl ecosystem. Now, if you're
business owner, who's right no failing to delegate becaus
you've got all of your custome information up in your head
instead of being trapped in system, if you're fearin
letting go of things to othe staff members, so they can d
them instead of you. If you'v got to react every time
customer calls because you don' have a customer's history i
front of you. Or maybe you'r the kind of business owner wher
you don't know where you marketing dollars are going. An
you don't know what's comin back your way from the extent o
what you've spent in thos marketing efforts. Well, this i
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