The hardest exercise is not assigning, it is letting go. This module shows you which tasks to hand over first, how a single assignment becomes a standing one, and why you never lose control along the way: the approval principle is your safety net.
"He can do so much, where do I start?" A simple matrix answers that. Ask every task two questions: how often does it come up? And: how much is at stake if the first attempt is only 80 percent there?
Sorting the inbox, research, scheduling, analyzing spreadsheets, drafts of every kind. Comes up daily, costs you the most time, and an 80-percent result is already a relief here.
The trade fair card, the annual review, the new form. Just assign it when it comes up: perfect opportunities to discover new capabilities.
Customer replies, proposals, social media posts. He drafts, you approve. After a few weeks your tone is locked in, and "approve every time" gradually becomes "spot checks only".
The price increase, the delicate complaint, the termination. Stays with you, but he prepares: facts, history, wording suggestions. You decide with the table already set.
By the way, the most common beginner mistake is not delegating too much, but too little. Use only one quadrant and you are paying an employee with a hundred hands while keeping two of them busy.
The biggest lever of your AI employee hides in a small afterthought. Every successful assignment can become a standing one, you only have to say so:
For one week, watch for the thought "I do this every week anyway". Every time it appears, you have found a standing assignment. Most customers collect five to ten of them in the first four weeks: the point where the calendar becomes noticeably emptier. How to manage, change and extend your standing assignments is deepened in Module 4.
Good delegation does not mean throwing work into the dark and hoping. Three habits keep you in the picture at all times, without having to check up:
He thinks along, let him. The most valuable moment in the example above is not the progress update, it is the suggestion. The more often you accept such suggestions or decline them with a reason, the better he learns what "thinking along" means to you.
Now for the most important rule of the whole system, and the reason you can let go with peace of mind: everything that leaves your building needs your approval. Emails to customers, social media posts, proposals, changes to your website: your employee prepares everything to completion, but nothing is sent until you say "go". That is how he is set up, from the start.
Over time you may deliberately loosen the reins, level by level, per task type:
How fast you climb the levels is entirely your call. Some customers stay on level 1 and are happy: even then the employee saves 90 percent of the work, because drafting takes hours and approving takes seconds.
Double safety net: independent of your approvals, your employee's work is monitored by our audit system, and everything external is logged. You can ask at any time: "What did you send out this week?" and you get the complete list.
At some point a result comes back that is not what you wanted. That is not a system failure, that is everyday life with any employee, even the best. What matters is what you do next. The most expensive reflex: "Fine, I will just do it myself." That gets the task done today, and brings it back to your desk unchanged next week.
The better way has three steps and takes one minute:
And if something really does go wrong once, a wrong number in a quote, a misunderstanding with a customer? Just tell him. He corrects it, apologizes where needed, documents the incident and extracts the rule. Mistakes that surface and get fixed are, for him as for humans, the raw material of reliability. The difference: he does not make the same mistake twice.
You do not have to fill in the matrix from lesson 3.1 alone, that itself is a task for your employee. Send him this:
Then set up the best suggestion directly as a standing assignment. That way this module has permanently taken work off your plate, not just delivered knowledge.