What to Delegate to Your EA First

It’s hard to know what to hand off first—so nothing gets handed off. Start with a few repeatable tasks that show results fast.

What to Delegate to Your EA First

Start with repeatables

Pick tasks with clear steps and a consistent pace. Wins show up fast and trust builds naturally.

Good first handoffs

  • Calendar & email: triage windows, meeting prep packs, and reschedule rules.
  • Follow‑ups: one tracker for intros, approvals, and replies.
  • Travel: preferences saved once; itineraries sent early.
  • Expenses: receipts filed and tagged; month‑end close done on time.
  • Reports: a weekly summary plus 5–7 KPIs max.

Relatable example

You hand off scheduling and follow‑ups first. By week two, you’ve saved hours and nothing slips through. By week four, travel and expenses are smooth, and you only approve the final summary.

Common pitfalls

  • Trying to hand off everything at once.
  • Writing long SOPs no one reads.
  • Letting rules live in chat instead of a doc.

Make it stick

  1. Pick three tasks for week one.
  2. Write one‑page SOPs with tools, steps, and edge cases.
  3. Review once a week and update what’s unclear.

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