How To Delegate Scheduling Seamlessly
As an entrepreneur running a business in the heart of Colorado, I’ve learned that time is my most valuable asset. But for years, I insisted on scheduling my own meetings, convinced no one else could get it right. Spoiler alert: I was wrong. One week, I was barely treading water, and I let my virtual assistant take over my calendar, and it was a game-changer! It can be hard to let go of things you’re used to managing, but when you do, you’ll find it’s easier to focus on what’s really driving your business forward.
Why Delegating Scheduling Matters
When you’re an entrepreneur, you get used to doing it all yourself. But every minute spent organizing your calendar is a minute stolen from strategizing, innovating, or closing deals. At Alpine Virtual, we’ve seen firsthand how delegating scheduling to a skilled virtual assistant can transform your productivity. Here are four steps to make the transition seamless and keep your focus where it belongs.
Step 1: Define Your Scheduling Preferences Clearly
Before delegating this task, document your ideal scheduling framework. Do you need 15-minute buffers between meetings? Prefer mornings for creative work and afternoons for calls? Share these details with your assistant. I gave my virtual assistant a simple one-pager with my preferences: no meetings before 9 AM, 30-minute lunch breaks, and a cap of four calls per day. These parameters ensure your assistant schedules your meetings in a way that aligns with your work style.
Tip: Use a Google Doc to list preferences and update them periodically and as your needs change.
Step 2: Choose the Right Tools
Invest in tools and programs that make scheduling a breeze for your assistant. We use Calendly for external bookings and Google Calendar for internal coordination. These tools are easy to sync and show a real-time calendar to easily check your availability. We also use Slack to ping each other for quick one-off confirmations when a client requests. The right tech stack eliminates guesswork and keeps everyone on the same page.
Tip: Give your assistant has admin access to your calendar tools to manage invitations and avoid conflicts.
Step 3: Check-in and Improve
For the first few weeks, schedule regular check-ins to refine and improve your new system. After my virtual assistant started scheduling, we started meeting for a quick meeting each Friday to discuss what worked and what didn’t. For example, I realized that my calls were running longer and I need a bigger buffer in between meetings. This helps your assistant gain confidence scheduling for you and gives you the opportunity to provide regular feedback.
Tip: Keep feedback constructive and specific to avoid overwhelming your assistant.
Step 4: Trust and Let Go
This was the hardest but most important step for me. Once we set up expectations and tools, I trusted my assistant to handle it. Micromanaging defeats the purpose. After that chaotic week, I stopped checking my calendar obsessively and let my virtual assistant take full control. The result? I was able to focus on the big picture items knowing she has the small details covered. I didn’t realize how much mental capacity my calendar was really stealing from me. Letting it go was a big weight off my shoulders.
Tip: Start slowly by delegating scheduling for one week as a trial run.
The Payoff: More Time for What Matters
Delegating your schedule isn’t just about saving time; it’s about redirecting your energy to the tasks that drive revenue and growth. For me, it meant more time to meet with other Denver entrepreneurs, refine our training programs, and even enjoy a hike in the Rockies without worrying about a missed meeting. At Alpine Virtual, we’ve seen our clients experience the same freedom when they let their virtual assistants take the reins on scheduling.
Want to offload scheduling and other tasks to a pro? Hire a virtual assistant, based right here in Denver, to learn how our virtual assistants can help boost your productivity.