The Ultimate Delegation Strategy for Efficiency
- Cassie Bennet
- Sep 27, 2024
- 2 min read
In the fast-paced world of modern business, time is your most valuable resource. The key to saving hours lies in efficient delegation, and one of the most powerful tools for effective delegation is the Executive Information and Preferences Sheet. This living document allows you to onboard assistants quickly and delegate tasks seamlessly, making your life and your business more productive.
What is an Information and Preferences Sheet?
An Information and Preferences Sheet is a tailored document that houses all your personal and professional preferences. It includes:
Contact details
VIPs in your personal and professional network
Preferred meeting times and schedules
Travel preferences
Organizations you are affiliated with
Special projects or collaborations you want to pursue
Think of it as your personal operating manual, enabling your executive assistant to manage your life without constant check-ins.
Why You Need an Executive Preferences Sheet
At Kananaskis Connect, we believe in empowering business leaders by connecting them with top-tier global talent. The preferences sheet is a crucial component in this partnership, allowing assistants to act with autonomy and precision from day one. By documenting the details that matter most to you, your assistant becomes more than just support—they become a true extension of your leadership.
Key Benefits:
Faster Onboarding: Your assistant will have instant access to the vital details that help them hit the ground running.
Reduce Decision Fatigue: Let your assistant handle everyday decisions, freeing you to focus on critical tasks.
Enhanced Delegation: Clear communication of preferences results in better decision-making and fewer back-and-forths.
How to Create Your Executive Information and Preferences Sheet
At Kananaskis Connect, we recommend using cloud-based tools like Google Docs or Notion for easy collaboration. Start with these categories:
Personal Information
Contact details
Birthdate
Medical details or food preferences (if necessary)
Communication
Preferred email addresses for specific types of communication
Frequency of updates or progress reports
Scheduling
Preferred meeting times
Blocks of time reserved for deep work
Finances
Cards your assistant can access
Spending limits and expense reporting format
Travel
Airline and seat preferences
Passport details and visa requirements
Service Providers
Personal services (e.g., home repairs, personal care)
Business
Key contacts in your professional network
Ongoing projects and future opportunities
Once your sheet is created, it's essential to update it regularly as your assistant learns more about your preferences. This allows for continuous improvement and seamless workflow management.
Make Your Assistant the Expert
An executive assistant empowered with the right information can optimize your daily operations. This document transforms your assistant into a decision-maker, allowing you to delegate with confidence and focus on strategic initiatives.
FAQ: Maximizing Your Info and Preferences Sheet
How do I create this document? Tools like Google Docs, Notion, or Airtable make collaboration and updates easy. Keep it simple yet comprehensive.
Why is this document essential? It ensures a smooth onboarding process and allows your assistant to make decisions without constant oversight.
How can Kananaskis Connect help? We specialize in pairing executives with remote assistants who are trained to utilize tools like the preferences sheet to streamline operations, saving you time and increasing efficiency.
At Kananaskis Connect, we aim to bridge the gap between Canadian businesses and global talent, providing seamless staffing solutions that empower leaders to focus on growth, strategy, and innovation.
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