SYS 134: Hack Your Success - The Personal Systemisation Plan for Effective Task Delegation, Organisation and Automation

🎙 In this episode, Steve continues the conversation on the personal systemization plan and provides tips and tricks on how to effectively use that information in your business. He discusses the importance of prioritizing tasks using an impact effort matrix, which visually helps determine which tasks should be delegated or automated first. Steve also looks at how to use the personal systemization plan to create a task matrix, which provides total visibility and control over recurring tasks in your business. 

KEY TAKEAWAYS

💡 The personal systemization plan is a crucial tool for organizing and prioritizing tasks in your business. It helps you determine which tasks to delegate or automate first based on their impact on your bottom line and the effort required to complete them.

💡 The impact effort matrix is a visual tool that can help you prioritize tasks more effectively. By plotting tasks based on their impact and effort required, you can easily identify high-impact, low-effort tasks that should be prioritized.

💡 Creating a task matrix in a task management app, such as Asana or ClickUp, allows you to have a complete record of all recurring tasks in your business. This provides visibility and control over the work being done and helps with workload balancing and accountability.

💡 The task matrix can also be used to guide recruitment. By identifying the tasks you want to delegate and creating a clear job description based on those tasks, you can hire the right person for the job and ensure they have the necessary skills and experience.

💡 The next steps in the systemization process include the record process, which involves getting information out of your head and into an operations manual, and the recruitment process, which focuses on hiring the right people for delegated tasks. These steps are essential for scaling your business and freeing up your time.

BEST MOMENTS

00:41 "So the question is this, how do entrepreneurs like us who don't have an endless supply of cash, how do we leverage the best apps, virtual assistants, automation tools and systems to scale our businesses, increase our profits and have more time to do what we love to do each day?"

03:01 "And a way that I found really helpful, I'm a visual person, so I find this particularly helpful is to use what's called an effort impact matrix."

12:48 "And because you've done the hard work by actually documenting all this stuff, your personal systemization plan, you might as well take this next step now and capture all that on your task matrix, which we're going to develop as we go through."

15:05 "And lastly, I talked about how this same work, the same personal systemization plan can be used to guide your recruitment and actually make sure you're hiring the right person to be able to do the work that you need them to do to be able to delegate down and elevate up both for you and your existing team."

16:39 "Record is all about how you get stuff out of your head as quickly as humanly possible to save you having just whatever write a single word in operation manual, how to get every single piece of information needed for someone to do the task from start to finish without your involvement and to do that without it actually taking you any more time than it would normally take you to do the work."

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Steve used to be a slave to his business, but when he moved to Sweden in 2015, he was forced to change how he worked. He switched to running his businesses remotely. After totally nailing this concept, he spent his time helping other small business owners do the same. Steve’s been investing in property since 2002, has a degree in Computing, and worked as a doctor in the NHS before quitting to focus full-time on sharing his systems and outsourcing Methodology with the world. He now lives in Sweden and runs his UK-based businesses remotely with the help of his team of Filipino and UK-based Virtual Assistants.

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