People, Systems, or AI? A Practical Delegation Lab

🔥

New Lab is live in the classroom: People, Systems, or AI? A Practical Delegation Lab 🎉

I’m pretty excited about this one because I think it gives us a really useful way to think about delegation without getting stuck in the old question of, “Who can I hand this to?” In this Lab, we’re using the Work Support Sorter to look at one area of work in your business and ask: What kind of support does this actually need?

Maybe it still needs your judgment. Maybe a person could handle part of it. Maybe the system needs to do more. Maybe AI can prepare a first version. Maybe some of it can be stopped or simplified because, full disclosure, sometimes we keep doing things because we’ve always done them that way.

You’ll choose one area only, such as content, inbox, scheduling, client onboarding, follow-up, reporting, proposals, meeting prep, admin, or contractor coordination. Please don’t worry about choosing the perfect thing. The point is to learn the tool and use it on something real.

In the exercise, you’ll name what you’re currently doing, deciding, reviewing, and remembering or tracking. Then you’ll sort those pieces across five options: you, people, systems, AI, or stop/simplify. By the end, you’ll have one practical change you can start this week.

The video, worksheet, and artifact are all linked in the classroom lesson.

🪞 After you go through the Lab, use this thread to share your reflection: What is one thing you’re ready to stop treating as automatically yours, and would it be better supported by a person, a system, AI, or a combination?

Can't wait to see what you choose!

PS, I do plan on making more delegation videos and labs. It's a huge subject that deserves a lot of attention. So if you made a request about delegation training, I haven't forgotten about you!

3 comments

People, Systems, or AI? A Practical Delegation Lab