When launching a relationship with a new Virtual Assistant (VA) for your MSP, selecting the initial tasks for delegation is a critical first step. Following the expert advice from Dan Izydorek of Intelligent Technical Solutions, who has successfully used this approach for years (as shared on an episode of the Cyber Confidential podcast) specific criteria should guide your choices to ensure early wins and effective onboarding.
As Dan explained on the pod, the initial focus should be on tasks that meet two key conditions:
Criteria 1: You are proficient in the task. You must understand the task well enough to perform it effectively yourself.
Criteria 2: You do not enjoy performing the task, or it drains your energy. These are often repetitive, administrative, or operational tasks that, while necessary, pull you away from higher-value strategic activities.
Dan advises starting with tasks in the quadrant of "Good At It, But Don't Enjoy It" for the following reasons:
Ease of Explanation: "if you're good at it... then you can explain how to accomplish the task," making it easier to create a clear instructional video (his recommended first step for SOP creation).
Reduces Your Stress: Getting these draining tasks off your plate provides immediate relief and frees up your mental capacity.
Foundation for Success: "You can't delegate an unknown task," Dan noted. "If you can't explain it to them, how can they be successful at it?" By starting with tasks you know well, you set your VA up for success, which builds their confidence and the working relationship.
To apply this, audit your typical weekly tasks. List those you are competent in but find tedious or time-consuming. These become your primary candidates for creating your first video SOPs for your new VA. Examples shared by Dan on the podcast include email management, scheduling, and booking travel according to his preferences.
For a comprehensive understanding of Dan's full VA delegation system, including video SOP creation and communication rhythms, refer to the main Blog Post: