How do I know I’m ready to outsource? Lawyers ask me this question often. It’s a bit deceiving because it’s actually two separate questions.  What?!

  • The first question is: how do I know I’m ready to delegate?
  • The second question is: how do I know my business is ready, as in it can afford the expense?

These are big questions so let’s chunk them down into bite-sized bits. First, how do you know you’re ready to delegate?  Next post, we’ll handle if your business is ready.

You are ready to delegate now!

Outsourcing is simply asking someone outside your business to help you inside your business. There is no standard age for a business or income level needed before you can ask for help in your business.

Delegation is a great way to grow yourself as a businessperson, grow the skills of others and create a team that can save you from burnout and exhaustion. The better you get at delegating, the more time you can invest in the creative, fun parts of your business.

I define delegation as ‘assigning & explaining the work to others’. That’s not terribly complicated, is it? You do that all the time as a lawyer, parent or spouse.

What makes delegation tricky is that you may not be confident you’ll get the help you need and want. You can ensure a better outcome by following these steps. It’s important when handing over a project or task to someone else to:

  1. Know your purpose and desired outcome

What do you want and why? Of course, you know, but sometimes we forget to clarify, even for ourselves. Recently, a client told me she wanted a new website to launch her business.

Once we got talking I discovered through questioning that she really needed a theme installation and customization, not web design.

I love to tell my teammates what my endgame is and how the project fits into my overall plan. It gets them excited and clarifies my interests so the provider can make some decisions independent of me.

  1. Be able to clearly describe your purpose & outcome (and what you don’t want)

Describing what you want is trickier than you think. I still screw this up when I’m rushing. Saying what you want is different than knowing it. Why?

Each one of us is unique in how we experience the world and express ourselves. That means good does not mean the same thing to you as it does to me. It’s subjective. You want to be objective when giving instructions and setting the standard for performance. Your freelancer, or teammate as I like to say, has to know your standard before they can achieve it, including things you don’t want as well.

  1. Select the right person for the task

You want to match the person to the task to have a win-win situation. Does the person have the right experience, knowledge, temperament, skills for the job?

Delegating inside your own company is a great way to grow your team and their skillset. It gives you a way prepare him or her for increased responsibilities (and give your leadership muscles a test). You’re looking to match their interest & knowledge with your project as a means of growing new skills.

Outsourcing requires you to make a closer match between skills needed and your desired goal. The teammate should already possess the skills and talents you want when you hire him or her.

The key is to give the person what they need to succeed then step back. I call this the Pre-Go phase. Be available for questions and clear that you are depending on this outcome.

  1. Give direction and feedback

Hands down, giving direction and/or feedback is one of the most sensitive communication/delegation skills.
As kids we receive the message from our families, schools and organizations NOT to judge other people. So it feels awkward and wrong somehow to judge and evaluate the performance of others. That discomfort magnifies  if you’ve been found lacking or fear that.

Yet, when you are paying someone to help you achieve a goal, you have the right to give them clear-eye feedback on what works and what doesn’t. It’s not a personal attack; it’s simply data the person needs to adjust their performance.

Be very specific and give examples when offering feedback and direction.

staffing plan image
how to grow your law practice by outsourcing
  1. Let go of micro-managing

Micro-managing defeats the purpose of delegation and wastes your precious time. It says more about you than anything else.

We micromanage when we fear a poor outcome. That’s within your control. Prepare the person well with a clear purpose, end result and boundaries then be around for questions. That’s all the managing you have to do.

Now that you know you are ready to bring help into your nurse consulting business, and how to do it successfully, I’d love to hear in the comments what your first project will be?


DLE
DLE

Dina Lynch Eisenberg, JD, is the CEO of OutsourceEasier.com, an outsourcing training/consulting firm for successful lawyers and entrepreneurs based in Oakland, CA.

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