CASE STUDY TITLE

DELEGATE SOLUTIONS DELEGATESOLUTIONS.COM

AClientCaseStudyClient:EngineeringFirm

GCIConsultantsWestPalmBeach,FL

AboutDelegateSolutions:

Weareyourstrategicsupportteam. Ourservice is designed to be a reliable,professional, on-demand solution for allyouradministrativeneeds.Ourmissionistosimplymakeyourlifeeasiersoyoucanfocusonyourbestwork.

Executive Summary

Growing engineering firm needs to free up 80% of their ExecutiveTeam’stimetofocusonhigher-valueactivities.Clientsarestuckinthe day-to-day operational side of the business, with little time tofocus on the 20% of activities that will be most impactful for thefirm. They require a strategic solution that can both help identifytime-wastingtasksandbeabletoexecutethosetaskseffectivelyontheirbehalf.

Ourworkwiththisclientallowedthemtosuccessfullyfreeup10-15hours per week of Executive Team’s time to focus on the 20% ofactivities that contribute to growing the organization. Our off-siteteam worked to develop a delegation strategy that promotedaccountabilityandimprovedefficiencyacrosstheirteam.Prioritieswerealignedwithactionsandcompanyprocesseswerestreamlined.This reduced Executive Team’s level of activity, which motivatedthemtoexplorenewopportunitiestodelegatetoourteam.

BusyEngineeringFirmNeedstoFreeUpExecutiveTeam’sTime

CASE STUDY TITLE

DELEGATE SOLUTIONS DELEGATESOLUTIONS.COM

Client Challenges

Client initially approached us in a state ofoverwhelm and frustration because theirExecutive Team was unable to be aseffective as they desired. Their time wastiedupintime-wastingbutnecessarytasks,and they did not have a delegation systeminplacetoefficientlysupporttheirgrowth.

Through their work at Strategic Coach ®,they had developed a plan to streamlineoperations and launch new product linesand services. In order to achieve theirgoals,theyneededtoreducetheirExecutiveTeam’sleveloftask-relatedactivityandre-focus their time and energy towards theirgoals.

Their aggressive plan required a supportresourcewithstrongfollow-throughtohelpthem push through desired changes. Thisincluded delegating accountabilities fromrecent BOD meetings, uniting their teamtowards their new vision and eliminatingthebottlenecksindailyproduction.

How Our Service Helped

We immediatelyworkedwith theClient todevelopacustomizedActionPlanbasedontheir goals and needs. We collectedinformationonkeyprojectsand initiatives,worked to understand their culture andbrandandensuredwecouldaccessinboxes,calendars and other necessary tools. Wehelped streamline operations wherepossibleincludingmaximizingtheirexistingBasecamp tool as a repository for tasks,which instantly improved accountabilityacrosstheteam.

Our Strategic Support Team was pairedwith the Client. Our team adapted ourapproach and processes based on theClient’s uniquework stylewhichmade thedelegationprocessmuchmorecomfortable.

We approached each week with the intention of identifying andclearing 80% of the Executive Team’s tasks from their plates.Through daily communication and accountability systems, wecreated follow-through on tasks such as research, conferenceregistrations, software trials, trademark registrations, employeesurveysandreporting,employeesupplyordersandemailmarketing.

Results, Return on Investment and Future Plans

Executive Team has now freed up 2-3 hours per day (nearly 200hours to date) of their valuable time by delegating 80% of theirlower-valueactivitiestoourteam.Theycountonourcapableteamto keep them updated on project progress, help them stayaccountable to stated priorities and to focus on key tasks. Oursupport has allowed them to have a greater peace ofmind that alltasksarebeinghandledeffectively,withnothingfallingthroughthecracks.InadditiontoourExecutiveSupportService,theyhavealsoengagedourStaffWriter tohelpwithcontent creation likecasestudiesandblog posts featuring their projects. The CEO is also now workingwithourteamtodelegatedailyemailinboxmanagement.In the future, they plan to utilize our SocialMedia team to deploycustom strategy and content to promote their brand and newproductlines.Client Testimonial

Technology Utilized:

Strugglingwithsomethingsimilar?We’dlovetohelp!ScheduleyourownFREEDelegationConsulttodaytolearnhowwecansimplyclearyourplate!

“ThroughthehelpofourstrategicsupportteamatDelegate,myExecutiveTeamisnowfreetopushforwardourkeyinitiativesandgrowthebusiness.Theirhelphasstreamlinedandautomatedoursystems,createdaccountabilityaroundprioritiesandhelpedusaccomplishthetasksthatneverseemedtogetdonebymyteam.Thisistrulyauniquesupportresourceforanycompany,bigorsmall.”–PaulBeers,CEO