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Outsourcing Explained Part 2 (Ep 29)

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This episode is part two of a special training called Outsourcing Explained. If you didn’t listen to part one, which is Outsourcing Explained Part 1: Episode 28, you’re going to be a little lost. So go back, listen to part one, and then come back to this one.

Now let’s jump back into Outsourcing Explained!

Outsourcing Explained Part 2 will help:

 👉 Know how to find, interview, and hire someone
 👉 Walk you through simple strategies to be a great virtual boss
 👉 Create an automated virtual check-in system
 👉 Anyone develop a solid strategy for outsourcing

In Outsourcing Explained Part 2: 

0:56 Finding Your Team Members
3:22 Application Form Questions
6:03 The Interview
6:52 Define Expectations
9:33 Establish Your Check-in Process
13:42 How to Be a Great Boss
23:12 Final Wrap Up

Outsourcing Explained: FINDING YOUR VIRTUAL TEAM MEMBERS

Here’s the part where you are going to try to find team members. That means you need to get the word out. I really like using a form (think Google Forms) instead of collecting a traditional resume. A form makes your life easier and it allows you to get the info you actually need to make a hiring decision. Once I’ve created my form, I can post it on social media, share it on my blog, and send it to my newsletter.

Another option I cover in Outsourcing Explained is if you’re not looking for someone long-term, (think a one-off project), then you could use Upwork or Fivver. Those are great resources for one-off projects.

Outsourcing Explained: DITCH THE RESUME AND USE AN APPLICATION FORM

On my form, I’m asking for their name, address, email address, and Instagram account. The reason I want to see their Instagram account is that it helps me get a sense of who they are.

Then I have them tell me about themselves and why they’d be a great asset to our team. I can also ask what their minimum hourly rate would be which helps me consider a range I am willing to pay. If you are terrified about figuring out how much you should pay, this question is a game changer. They’re going to tell you exactly how much they want to make.

I also like to ask how many hours would they like to work per week? You both want to be on the same page with expectations.

Outsourcing Explained: HOW TO RUN YOUR VIRTUAL INTERVIEW

The most important thing with the interview is to get a sense of who they are, what they want, if they would be a good fit for you, and if they fit the culture that you’re trying to create. Are they optimistic? Are they positive? Do they seem motivated or excited? Do they have some of the strengths that are your weaknesses?

One thing I will say is to interview at least three people so you can get a real sense of different personalities and see what fits.

Outsourcing Explained: DEFINE YOUR EXPECTATIONS

Throughout this whole process, it’s critical to be defining the expectations for each project. One of the big mistakes that we make as employers is not being clear about the expectation.

From how many hours I think I’ll be able to offer to the parameters and deadline of projects.

One of the big rookie mistakes I made was that while I was always explaining the how I wasn’t sharing the why. I didn’t take those extra few minutes to say, “here’s why we’re doing this.” This is important because, number one, they get to learn, which is wonderful for them. Number two, they get to have deeper ownership of the goals, dreams, and mission of your business.

They deserve to be part of the whole story! That was definitely a mistake that I made early on.

Outsourcing Explained: ESTABLISH YOUR CHECK-IN PROCESS

When we are virtual it can be hard to know what’s happening. When you are in person, you see people, you can read situations, and you can see if they seem like they’re having a hard day. We have no way of knowing that in a virtual environment, but you don’t want them to feel like they shouldn’t bother you with the real things happening in their life. So, we have to ask!

This is part of being a good boss. This is another one of those things I learned the hard way. Make sure to create a check-in process. For me, there is a Friday check-in where everyone from the team emails me individually. They tell me what their high and their low of the week was.

This usually has nothing to do with work. This is their real life or their personal life. They also share what projects they’re working on, what the next steps are, where they are in the process, and when they’ll be done. Then they tell me how many hours they had for that week and what they worked on.

By having a check-in process, I not only get to see how things are in the business and make sure nothing is falling through the cracks, but I also get to check in on them personally.

How to be a great virtual boss

Outsourcing Explained: HOW TO BE A GREAT (VIRTUAL) BOSS

  1. Bring them into the story. Share your goals and tell them what you’re trying to accomplish. Explain the why behind it.
  2. Give honest feedback. It’s really important that you share what’s going really well and you need to be confident enough to say what’s not. It’s actually a disservice to not give that feedback. You end up getting frustrated and they have no idea there’s even a problem. Plus, when you communicate, things can get better, which is beautiful and wonderful.
  3. Set clear expectations, be honest and kind when you set the expectations, then follow that up with asking if they any questions.
  4. Be honest. If things are not working and you realize that they’re the wrong person for the position, the sooner you share that with them, the kinder it really is. Don’t hold on to the wrong person out of fear. It doesn’t end well, trust me.
  5. Be appreciative. I love this one. This is one of my favorite tips. Be so grateful and generous. There are other ways to be generous than just monetarily.
  6. Be generous with timelines and deadlines. We are used to setting ridiculous expectations of ourselves. Like when we have this idea, and we’re going to get it done right now, so we stay up all night. That’s not fair to your team. Be generous in the way that you think about their time.
  7. Be the example. You need to work hard. This is going to push you to follow through, to get things done when you say you will, and to be more realistic in expectations. You need to work hard and show up the way you want them to work hard and show up.

That wraps us up Episodes 28 and 29, Outsourcing Explained! I hope you loved these two episodes.

Ultimately, this is the final message that I would want to send to you: You can start small and that small can be whatever it needs to be. This process of outsourcing is not as big and scary as you probably thought it was. It can actually be pretty easy, and what it can do for your life, is incredible!

Links and other helpful things:

Using Upwork or Fivver to hire short-term help

Find out where you’re losing time every day and if your business is taking more time than it should.

Enroll in my FREE course and learn how to drop an entire work day a week!

Leah on Instagram

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