What to outsource first?


This is one of the most important tasks in the entire SFO Program.

Prioritising what you outsource is key to saving you time. Getting this right will ensure you are removed from the most repetitive and time-consuming tasks first.

It's these early wins that will give you the time and motivation you need to continue to systemise and outsource your entire business.

Below you will find an explanatory video along with a template spreadsheet.

This exercise only takes a few minutes each day, but you ideally need to do this for a couple of weeks to get a realistic view of where you are spending/wasting your time!

This information is used to create your Personal Systematisation Plan at the beginning of the SFO Program.

When adding times to the sheet, you need to write in 24hr clock, with a colon separating the hours and minutes

e.g. 8am would be '8:00'
8pm would be '20:00'

What to Outsource First

 

Module Title Lesson Title Type Title Link Access
Dashboard Welcome to Systems For Outsourcing! Video SFO Course Site Guide Click here ALL
Video Old and New Asana Version Click here ALL
0. Welcome to SFO Video Welcome to the SFO Programme Click here ALL
0.1 SFO Kickstarter Programme Video SFO Kickstarter Introduction Click here ALL
Resource Course Structure Click here ALL
0.2 SFO Welcome Webinar Video The SFO Six-Step Outsourcing PROCES™ Click here ALL
Video STEP 1: Prioritise Click here ALL
Video STEP 2: Record Click here ALL
Video STEP 3: Operations Manual Click here ALL
Video STEP 4: Checklist Click here ALL
Video STEP 5: Execute Click here ALL
Video STEP 6: Sharpen Click here ALL
0.3 SFO Mentorship Programme Video The SFO Mentorship Programme Click here ALL
1. Business Setup Essentials Video Business Setup Essentials Introduction Click here PREMIUM
Video Module Overview Click here PREMIUM
1.1 Set Up Asana Video Asana Introduction Click here PREMIUM
Video Why you need to use a company email address to sign up Click here PREMIUM
Video Option 1: Sign up for a new Asana Account Click here PREMIUM
Video Option 2: Use an existing Asana Account Click here PREMIUM
OM OM: Option 1: Sign up for a new Asana account Click here PREMIUM
OM OM: Option 2: Use an existing Asana account Click here PREMIUM
Resource Sign up for Asana here Click here PREMIUM
Resource Using Asana with multiple accounts and merging Click here PREMIUM
1.2 Pre-Course Fact-Find Form Pre-Course Fact-Find Click here PREMIUM
1.3 What to Outsource First? Video What to outsource first Click here PREMIUM
OM OM: Complete the 'What are you doing?' TEMPLATE Click here PREMIUM
OM OM: How to create your own copy of a view only document Click here PREMIUM
Template CT: What Are You Doing? TEMPLATE Click here PREMIUM
1.4 G Suite Video G Suite Lesson Overview Click here PREMIUM
Video Creating a Company Gmail Account for Your VA Click here PREMIUM
Video G-Suite and Team Drives Overview Click here PREMIUM
Video Using Email Aliases in G Suite Click here PREMIUM
Video Set Up G-Suite Using an Existing Domain Click here PREMIUM
OM OM: Creating a Company Gmail Account for Your VA Click here PREMIUM
OM OM: Set Up G-Suite Using an existing Domain Click here PREMIUM
OM OM: Using Email Aliases in G Suite Click here PREMIUM
Resource Setup G Suite Click here PREMIUM
Resource Step-by-Step Guide to Verifying Your Domain Click here PREMIUM
1.5 Team Drives Video Getting Started With Team Drives Click here PREMIUM
Video Team Drives: Sharing, Settings and Permissions Click here PREMIUM
OM OM: Create a Team Drive and Share with VA Click here PREMIUM
OM OM: How to move a file from VA Team Drive to Your Personal G-Drive Click here PREMIUM
Resource Team Drives Best Practices Click here PREMIUM
Resource Example General Purpose Team Drives Structure Click here PREMIUM
1.6 LastPass Video LastPass Lesson Overview Click here PREMIUM
Video LastPass Teams Introduction Click here PREMIUM
Video LastPass - Basic Walkthrough of Purchasing Teams Click here PREMIUM
Video LastPass Teams Setup: Settings, Policies & Users Click here PREMIUM
Video LastPass: Introduction to Shared Folders and Permissions Click here PREMIUM
Video LastPass: Setting Up Shared Folders Click here PREMIUM
OM OM: LastPass Teams Setup: Settings, Policies & Users Click here PREMIUM
OM OM: LastPass: Setting Up Shared Folders Click here PREMIUM
Resource Get LastPass Teams here Click here PREMIUM
Resource LastPass Teams Help Click here PREMIUM
1.7 Jing Video How to use Jing Click here PREMIUM
Video Why you need & how to use a video speed controller Click here PREMIUM
Resource Download Jing Click here PREMIUM
Resource Jing User Guide Click here PREMIUM
Resource Install Video Speed Controller Click here PREMIUM
1.8 TunnelBear: Virtual Private Networks Video Getting Started With TunnelBear Click here PREMIUM
OM OM: Getting Started With TunnelBear Click here PREMIUM
2. Asana Essentials Video Old and New Asana Version Click here ALL
2.1 Using Asana like a Pro! Video SFO: Using Asana like a Pro! Click here ALL
2.2 Asana Overview Video Overview of Asana and the SFO Platform Click here ALL
Video Adding People To Asana Click here ALL
OM OM: Adding People To Asana Click here ALL
Resource Asana Labelled Diagram 01 Click here ALL
Resource Asana Hierarchy Diagram Click here ALL
Resource Course Structure Click here ALL
2.3 Asana Teams Video Asana Teams Overview Click here ALL
Resource Asana’s Own Guide to Teams Click here ALL
2.4 Asana Projects Video Asana Projects Overview Click here ALL
Resource Asana’s Own Guide to Projects Click here ALL
2.5 Asana Tasks Video Asana Tasks Overview Click here ALL
Resource Asana’s Own Guide to Tasks Click here ALL
3. Meet Your VA Video Meet Your VA Introduction Click here ALL
3.1 Asana Overview Video Overview of Asana and the SFO Platform Click here ALL
Video Adding People To Asana Click here ALL
OM OM: Adding People To Asana Click here ALL
Resource Asana Labelled Diagram 01 Click here ALL
Resource Asana Hierarchy Diagram Click here ALL
Resource Course Structure Click here ALL
3.2 Onboard Your SFO EVA Video Onboard Your SFO EVA Introduction Click here ALL
3.3 The Task Board and Checking the Orientation Task Video The Task Board and Checking the Orientation Task Click here ALL
OM OM: The Task Board and Checking the Orientation Task Click here ALL
3.4 Asana Inbox Essentials Video Asana Inbox Essentials Click here ALL
OM OM: Asana Inbox Essentials Click here ALL
Resource Comments Best Practices Click here ALL
Resource Staff Policies and Guidelines Click here ALL
3.5 (Optional) Assign Your First Task Video Assigning a Task Template Click here ALL
OM OM: Assigning a Task Template Click here ALL
3.6 Personalise Your OM Template Video Personalise Your OM Template Click here ALL
OM OM: Personalise Your OM Template Click here ALL
Resource OM Template Click here ALL
3.7 Create an Operations Manual Video Create an Operations Manual: Lesson Overview Click here ALL
Video Create Your First Task Template Click here ALL
Video Assign Task to Create an OM, Task Template Click here ALL
OM OM: Create Your First Task Template Click here ALL
OM OM: Assign Task to Create an OM, Task Template Click here ALL
Resource Flowchart for the Create An OM Task Template Click here ALL
Resource Example Recording: Right Move Sold Price Research Click here ALL
Resource Rightmove Sold Price Research TEMPLATE Click here ALL
3.8 Review Your VA's Work Video Review Your VA's Work: Overview Click here ALL
Video Review the Getting to Know You Task Click here ALL
Video Reviewing the Operations Manual Click here ALL
Video Get VA to Update Task Template and Record New Video Click here ALL
OM OM: Review the 'Getting to Know You' Task Click here ALL
OM OM: Reviewing the Operations Manual Click here ALL
OM OM: Get VA to Update Task Template and Record New Video Click here ALL
Resource Example Right-Move Sold Price OM Click here ALL
3.9 Using Your New Task Template Video Using Your New Task Template Click here ALL
OM OM: Using Your New Task Template Click here ALL
3.10 Approving Your VAs Wages Video Approve Your EVA's Hours: Introduction Click here ALL
Video Approving EVA's Time Tracker Click here ALL
OM OM: Approve EVA's Hours Click here ALL
Resource VA Training Video:How to Use the EVA Time Tracker Click here ALL
Resource VA Training Video: Logging Hours After Midnight Click here ALL
3.11 VA Management Crash Course Video Part 1: Tips on Getting Started with a new VA Click here ALL
Video Part 2: Effective Delegation Click here ALL
Video Part 3: Communication with a Remote Team Click here ALL
Video Part 4: Realistic Expectations Click here ALL
Video Part 5: Staff Retention Click here ALL
Video Part 6: Considerations for Filipino Workers Click here ALL
4. Creating Your PSP Video Create Your PSP Introduction Click here ALL
4.1 Check Your Task List is Ready To Use Video Check Your

Task List is Ready To Use

Click here ALL
Video OPTIONAL: Create Your Own Pivot Table Click here ALL
OM (OPTIONAL) OM: Create Your Own Pivot Table Click here ALL
Template ‘What Are You Doing?’ TEMPLATE Click here ALL
4.2 Analysing Your Task List Video Analysing Your Task List Click here ALL
Video Recap of the Prioritisation Quadrant Click here ALL
OM OM: Analysing Your Task List Click here ALL
Template Prioritise Your Outsourcing TEMPLATE Click here ALL
4.3 Transfer Your List to Asana Video Create and Populate Your PSP in Asana Click here ALL
OM OM: Create and Populate Your PSP in Asana Click here ALL
4.4 Map your PSP on Instagantt Video Map your PSP to Instagantt Click here ALL
OM OM: Map your PSP to Instagantt Click here ALL
Resource Instagantt Quick Start Guide Click here ALL
4.5 Using the VOT* Coding System Video Using the VOT* Coding System Click here ALL
5. Record Your Work and Create Your OM Click here ALL
5.2 Choose a Video Host OM OM: Choose a Video Host Click here ALL
5.3.a Screencast-o-Matic Hosting Video Screencast-o-Matic Hosting Introduction Click here ALL
Video (OPTIONAL) Pro Hosting Overview Click here ALL
Video 01: Recorder Upload Tutorial Click here ALL
Video 02a: Free Hosting Intro Click here ALL
Video 02b: Pro Hosting Intro Click here ALL
Video 03: Intro to Channels Click here ALL
Video All Hosting Tutorials Click here ALL
Resource All SCO Tutorials Click here ALL
5.3.b YouTube: Getting Started with YouTube Video Organising YouTube Videos Click here ALL
Video Using Screencast-o-Matic with YouTube Click here ALL
OM OM: Uploading Videos and Changing Privacy Settings Click here ALL
OM OM: Organising YouTube Videos Click here ALL
OM OM: Using Screencast-o-Matic with YouTube Click here ALL
Resource How to Manage Your Brand Account Click here ALL
Resource How to create a new Channel Click here ALL
5.4 Effective Task Delegation Video Effective Task Delegation Click here ALL
Resource Effective Task Delegation Slides Click here ALL
5.5 Record Your Work Video Example Recording 1/3: Right Move Sold Price Research Click here ALL
Video Example Recording 2/3: Find the Area From the EPC Click here ALL
Video Example Recording 3/3: Finding a Postcode Click here ALL
OM OM: Guide to Recording Your Work Click here ALL
Resource DIDACT Infographic Click here ALL
5.6 Create Your Operations Manual and Task Template Video Overview: Create Your Operations Manual and Update the Task Template Click here ALL
Video Delegate: Task to Create an OM, Task Template (and video) Click here ALL
OM OM: Delegate: Task to Create an OM, Task Template (and video) Click here ALL
Resource Operations Manual Flowchart Click here ALL
6. Task and Project Management Webpage Click here ALL
6.1 Task and Project Management Introduction Video Task and Project Management Introduction Click here ALL
6.2 Setting up your #NEXT TASKS Project Video Set-up Your #NEXT TASKS Project Click here ALL
Video Adding Tasks To Asana on your mobile device Click here ALL
OM OM: Set-up Your #NEXT TASKS Project Click here ALL
6.3 Simple Project Management Video Managing Multi-Step Processes Using Asana Projects Click here ALL
Video Project Management with Instagantt Click here ALL
Video Managing Multiple Projects Click here ALL
OM OM: Managing Multi-Step Processes Using Asana Projects Click here ALL
OM OM: Project Management with Instagantt Click here ALL
OM OM: Managing Multiple Projects Click here ALL
6.4 Organise Your Task Templates Video Organise Your Task Templates Click here ALL
OM OM: Organise Your Task Templates Click here ALL
6.5 Yearly Planner Video Yearly Planner Introduction Click here ALL
Video Setting Up The Yearly Planner Click here ALL
Video Using the Yearly Planner Click here ALL
OM OM: Setting Up The Yearly Planner Click here ALL
OM OM: Using the Yearly Planner Click here ALL
Template Yearly Planner Template Click here ALL
7. Communication and Collaboration Click here ALL
7.1 Communicating with your Team Video Communicating with your VA Click here ALL
Video Team, Project and Company-wide Communications Click here ALL
Video Setup Company-Wide Comms Project Click here ALL
Video Adding Documents to the Company-Wide Comms Click here ALL
OM OM: Setup Company-Wide Comms Project Click here ALL
OM OM: Adding Documents to the Company-Wide Comms Click here ALL
Resource Staff Policies and Information Click here ALL
Resource Guidance for work,hours and pay Click here ALL
Resource The Asana Inbox (VA Guidelines) Click here ALL
Resource Due dates and Prioritising Your Work Click here ALL
7.2 The Employee's Task Board Video Managing Employee Tasks Click here ALL
Video Priorities and Due Dates Click here ALL
OM OM: Using Priority Column, Tags and Due Dates Click here ALL
7.3 The Asana Inbox Video The Asana Inbox Click here ALL
Video Quick Review of the Inbox Click here ALL
OM Inbox Essentials Click here ALL
Resource Asana’s own guide to the Inbox Click here ALL
7.4 Comments Best Practices OM OM: Adding Documents to the Company-Wide Comms Click here ALL
Resource Comments Best Practices Guidelines Click here ALL
8. Workflows and Multi-step Processes Click here ALL
8.1 Create a workflow in Lucidchart Video Create a workflow in Lucidchart Click here ALL
OM OM: Create a workflow in Lucidchart Click here ALL
Template Rightmove Sold Price Research TEMPLATE Click here ALL
Resource Example OM 1/3: Right Move Sold Price Research Click here ALL
Resource Example OM 2/3: Find the Area From the EPC Click here ALL
Resource Example OM 3/3: Finding a Postcode Click here ALL
Resource Beginner’s Guide to Lucidchart web Click here ALL
Resource LucidChart Intro to BPMN web Click here ALL
Resource BPMN and BPMN 2.0 Tutorial web Click here ALL
8.2 Create a Multistep Task Template Video Adding Task Templates to Asana Click here ALL
Video Adding Task Templates to Asana Click here ALL
OM OM: DELEGATE Combine Multiple Task Templates into a Single Task Click here ALL
OM Combine Multiple Task Templates into a Single Task Click here ALL
OM Example OM 1/3: Right Move Sold Price Research Click here ALL
OM Example OM 2/3: Find the Area From the EPC Click here ALL
OM Example OM 3/3: Find a Postcode Click here ALL
9. Onboarding Your Employees Video The Onboarding Process Overview Click here PREMIUM
9.1 The SFO Onboarding Task Template Video The SFO Onboarding Task Template Click here PREMIUM
Resource The SFO Onboarding Flowchart Click here PREMIUM
9.2 Delegating The SFO Onboarding Task Video Delegating The SFO Onboarding Task Click here PREMIUM
Resource The Onboarding Flowchart Click here PREMIUM
Extras Video Speed Controllers Video Why you need and how to use a video speed controller Click here ALL
OM OM: 1.4 Install Video Speed Controller Click here ALL
Resource Google Chrome HTML5 Video Speed Controller Click here ALL
Resource Mozilla Firefox HTML5 Video Speed Controller Click here ALL
Resource Safari HTML5 Speedy Video Click here ALL
Resource Safari Myspeed Click here ALL
Resource Safari Speedifier Click here ALL
Resource Internet Explorer MySpeed Click here ALL
Resource Internet Explorer Yuptude v1.0 Click here ALL
Site Update History Site Update History Click here ALL
Example Legal Documents Example Legal Documents Document Example Website Terms and Conditions Click here PREMIUM
Document Example Data Sharing Deed of Agreement Click here PREMIUM
Document Example Privacy Policy Click here PREMIUM
Document Example Terms of Business Click here PREMIUM

Navigation

Your Progress:

69.23% Complete
  • Watch the video above
  • Create a copy of the Template (in Resources)
  • Note down what you do each day for the next week or two
  • You will use this in module 3 to create your Personal Systemization Plan

Q: How do I edit the View Only documents?
A: See the guide in the resources section