Feeling like you need to hire someone to take some tasks off your plate? Need to delegate but not sure what tasks? The process of Trash, Trim, Transfer, Treasure was inspired by author Mike Michalowicz's work on how to run a more efficient business. Follow along as we work through an exercise that can be done alone or with your team to get clear on what things can be delegated, improved, or tossed in the trash! By the end of this exercise, you will know exactly what things to work on to get items off your plate. 

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Some Key Moments:

00:19 A little bit about the system you will learn today that will help you review the tasks in your business to look for ways to save time, improve systems, and ensure the right person is doing each job.

6:40 Let's get started! You and your team write down every task you do on a sticky note (one task per note)

10:46 Before we sort the tasks, let's get a better understanding of Trash, Trim, Transfer, Treasure and what each category means

12:00 Category "Trash": What tasks move into the trash and does that mean they are something you stop forever?

12:34 Category "Trim": What tasks can be improved, made more efficient, or automated by adding a system 

15:04 Category "Transfer": What tasks can be transferred to someone else, and tips to successfully transfer tasks

17:36 Category "Treasure": What things are working great, no changes needed, and should stay with the same person

20:11 Now take all your tasks and sort them into each category! Plus what to do with the exercise once it is all sorted

Episode ID: 1000578127847

GUID: bff5f22f-f8f6-4c72-8bb6-cc94658df7e4

Release Date: 02/09/2022, 10:30:30