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:
Homework
- 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