1. Define the role
List the tasks you want to delegate, their frequency, and the judgement they require. Separate administrative work from specialist work such as bookkeeping or campaign management.
- Name the systems and information the person will use.
- Set working hours and response expectations.
- Identify decisions that require your approval.
2. Choose the arrangement
A dedicated person can build context around a leader or function. Fractional support can cover a defined process without allocating a full-time person. A blended team may suit work spanning several functions.
3. Assess the work
Review relevant experience and ask candidates to explain how they handled comparable responsibilities. A short, paid work sample using fictional or anonymized material can show how they communicate and approach the task. Apply the same criteria to candidates for the same role.
4. Prepare the handover
Agree the scope, commercial terms, access permissions, and launch plan. Choose an internal contact who can answer questions and approve work. Start with a manageable set of tasks and expand after reviewing the output.
Common questions
Discuss your support needs.
We’ll help define a suitable scope and arrangement.