CEO Delegation Playbook

We regularly help CEOs use Loom to reduce their task list by 20% in just 30 minutes. Can you beat our record? Here’s the step-by-step process you can use with your CEO to delegate important but not urgent CEO tasks.

  1. Pull up the CEO task list

  2. Prioritize the tasks by high/medium/low priority

  3. Filter the task list to show only low priority tasks

  4. Find one task that is really easy to delegate

  5. Decide who to delegate the task to

  6. Open or download Loom if you don’t have it already

  7. Make a very short video about the task itself

  8. Define the deliverable, success criteria and due date

  9. Share the video with the person you want to assign the task to

  10. Assign them ownership of the task in your action tracker

  11. Copy the Loom link and add it to the task itself for reference

  12. Repeat

Boom. Watch the CEO task list get 20%+ shorter. You’ll also get smarter at defining what tasks are high priority and what can wait for later. The best leaders and Chiefs of Staff aggressively manage down their task list every day. Are you one of them?

Connect with me on LinkedIn here to discover how Loom can help you streamline your CEO’s task list and enhance your task management efficiency.

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Building a Chief of Staff Profile

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Background of a Successful Chief of Staff