Emily Morgan

Emily Morgan helps entrepreneurs and execs strategically clear their plates so they can focus on what they love! She is the founder of Delegate Solutions, a Strategic Support Firm and the designer of the “Delegate Method” which helps entreps identify areas of their business they can delegate or automate for maximum efficiency. Emily speaks nationally on the topic of flexible workforce development, virtual teams and delegation. She is a Goldman Sachs 10,000 Small Businesses graduate and alumnae of the University of Pennsylvania.

Google Calendar SMS Notifications Cancelled

6 Dec 2018,

Posted by Emily Morgan

in Know, Healthcare, small business, small business owner, Facebook, Google

KNOW | TWELVE, DECEMBER 2018

Google Calendar SMS Notifications cancelled

SMS notifications for Google Calendar events will be removed January 7, 2019. The notifications will cease to work on that date and instead in-app notifications will be the main method of reminding users of upcoming events. Google has confirmed that users that have the SMS notifications set up will be automatically notified in one of two ways. If a user has Calendar open or the Google Calendar app on a mobile device, they will receive in-app notifications. If a user has SMS notifications set up for new events, changed events, cancelled events or response, they will receive an email. If you have disabled calendar notifications, then head to Settings > Apps & notifications > Find the Calendar app > Turn notifications on. Google also stated that the Calendar API will be updated to reflect this upcoming change. - 9to5Google

0 Comments

Utilize the Calendly Zoom Integration and GoToMyPC to Increase Productivity

6 Dec 2018,

Posted by Emily Morgan

in Love, Productivity, entrepreneurship, For Entrepreneurs, small business owner, small business, Gotomypc, zoom, Calendly, scheduling meetings, conference calls, remote access

LOVE | TWELVE, DECEMBER 2018

Calendly Zoom integration - With Calendly’s new Zoom integration Zoom conference details can be automatically added to any Calendly meeting. This new integration lets you automatically generate unique Zoom conference details for every meeting you schedule or use a standing static Zoom meeting link if you prefer.

This integration eliminates the need to set up and remember conferencing details and updates meeting details in real time when rescheduling or canceling. Invitees will receive instant access to the details in calendar invitations and meeting reminders after scheduling with you. For your access, the unique link will appear within the event details on your Calendly dashboard and under My Meetings in Zoom. You can connect your Zoom account with Calendly in one easy step and help simplify scheduling.

0 Comments

Project Management Innovation - Instagantt

6 Dec 2018,

Posted by Emily Morgan

in Learn, Entrepreneurs, small business owner, For Entrepreneurs, business management, small business, asana, Instagantt, workflows, tasks

LEARN | TWELVE, DECEMBER 2018

At Delegate Solutions we work with entrepreneurs from a wide variety of backgrounds and pride ourselves on being thoughtful and innovative problem solvers that can find a solution to most obstacles and can customize our strategy to suit our clients.

I was recently working with a client that has used Asana for many years but abandons the project management tool at times of high stress. As we worked to identify what obstacles kept him from implementing projects in Asana to completion, we identified that he is a visual learner and needed a tool that would provide a visual map of the workflow. I looked for a free online project management tool that could incorporate a Gantt chart view and ultimately decided to use Instagantt. Instagantt is a tool that syncs with Asana (or as a standalone) to provide a Gantt chart view for project and workload management. There are numerous benefits and it requires little effort to set up projects.

0 Comments

DELEGATE TEAM HOLIDAY RECIPES 2018

20 Nov 2018,

Posted by Emily Morgan

in Learn, Thanksgiving

AMANDA'S HOMEMADE PEACH COBBLER

2 cups sliced peaches
2 tablespoons + 1 cup granulated sugar
1/2 cup softened butter
1 cup all-purpose flour
1 teaspoon baking powder
pinch of salt
1 large egg
1 teaspoon of vanilla extract

0 Comments

A New Addition to Our Family

5 Nov 2018,

Posted by Emily Morgan

in Hello, For Entrepreneurs, entrepreneurship, small business, small business owner, Entrepreneurs, strategic support, Flexwork, EOS® Support, EOS

HELLO | TWELVE, NOVEMBER 2018

Happy Friday and welcome to the start of another beautiful month! I hope this gorgeous Fall season is treating you well. This time 12 years ago, I was about to have my son Nathan. As a mom, I remember the planning, the labor, the delivery and the sudden "parent" status - all of it a whirlwind experience. As an entrepreneur, bringing a new service or product line to market carries a similar weight for me. The excitement, joy, challenge and uncertainty all mirror my path into motherhood all those years ago.

0 Comments

A Simple Tool to Reclaim Your Time and Leverage Your Assistant

2 Nov 2018,

Posted by Emily Morgan

in Learn, Entrepreneurs, small business owner, For Entrepreneurs, business management, small business, meetings, structure, delegation process, delegate tasks, executive assistant, strategic support team, strategic support, delegation strategy, impact filter, strategic coach, delegation for entrepreneurs, process

LEARN | TWELVE, NOVEMBER 2018

If you’re always on the lookout for something to save you time around delegation, Strategic Coach® and Delegate Solutions may have the answer. In our work supporting entrepreneurs, we have found Strategic Coach’s “Impact Filter” tool to help both you and your team understand the results you are looking for and take the burden of those tasks away from you.

First, let's talk about why “The Impact Filter™” is valuable in delegation. This tool allows you to get the project out of your head and specify what you want the ideal result to be. With everything broken down and clear results in front of everyone, your team can take over having everything they need to get started. Doing this simple prework allows you to save time explaining what you want because they already know.

0 Comments

Facebook Messenger Gets A Back to Basics Facelift

2 Nov 2018,

Posted by Emily Morgan

in Know, Healthcare, small business, small business owner, Facebook, Google, privacy, entrepreneurship, For Entrepreneurs, Health Insurance, employees

KNOW | TWELVE, NOVEMBER 2018

Facebook Messenger Gets A Back to Basics Facelift

Facebook is rolling out a redesigned Messenger focused on simplicity. Facebook’s Messenger was initially presented as a simple way for Facebook users to send messages while using Facebook on a desktop. After the expansion to a mobile app many additional features including games, bots and payment, were added which made the once simple Messenger feel bloated to users. The newly redesigned app is hoping to return the focus to chats and present a more streamlined experience by combining many of those extra features. The extras will still be accessible but will be hidden away where you can safely ignore them.

0 Comments

Utilize Shortcuts and ClickUp to Increase Productivity

2 Nov 2018,

Posted by Emily Morgan

in Love, Productivity, entrepreneurship, For Entrepreneurs, small business owner, small business, Facebook, Apple, Shortcuts App, ClickUp

LOVE | TWELVE, NOVEMBER 2018

Shortcuts is an automation app that delivers a quick way to get things done with your apps with just a tap or by asking Siri. Shortcuts replaces Apple’s old Workflow app and makes Siri more powerful and useful than ever before.

The Shortcuts app enables you to create personal shortcuts with multiple steps from your favorite apps. You can start from hundreds of examples in the Gallery or drag and drop to create your own. By recording custom phrases and adding them to Siri’s repertoire, you can trigger a sequence of actions involving multiple apps. Shortcuts includes over 300 built-in actions and works with many of your favorite apps including Contacts, Calendar, Maps, Music, Photos, Camera, Reminders, Safari, Health as well as any app that supports Siri Shortcuts.

0 Comments

Delegate Shares the Love with the American Foundation for Suicide Prevention

25 Oct 2018,

Posted by Emily Morgan

in Give

We believe at Delegate that the power of one is expanded by the strengths of many. Our mission is to help you do more of what you love to have an even stronger impact on the world. Each quarter in addition to our team-wide contribution to our selected charity, we select one team member and support their favorite charity through donation and promotion.

0 Comments

There Is No Traction® Without Assistance

18 Oct 2018,

Posted by Emily Morgan

in EOS, Traction, small business owner, small business, entrepreneurship, Entrepreneurs, For Entrepreneurs, strategic support, delegate tasks, L10 meetings, structure, strategic support team, delegation process, delegate and elevate, unique ability, the stack, impact filter, scorecard, metrics

If you’re running EOS® (the Entrepreneur’s Operating System) in your business, you have experienced first hand how beneficial it can be to your company’s growth. Like all learning tools and systems, to really gain strong Traction®, the challenge lies in supporting your team on the ground level with the day-to-day execution and implementation of EOS® principles. Even though your team may welcome the changes EOS® brings and adopt the system, the secret to success is really the consistency and commitment to delegate accordingly.

1 Comment

NEWS

Looking for Meaningful Ways To

Connect With Your Top 20 VIPs?

Emily Morgan

Recent Posts

Google Calendar SMS Notifications Cancelled

KNOW | TWELVE, DECEMBER 2018

Utilize the Calendly Zoom Integration and GoToMyPC to Increase Productivity

LOVE | TWELVE, DECEMBER 2018

Project Management Innovation - Instagantt

LEARN | TWELVE, DECEMBER 2018

DELEGATE TEAM HOLIDAY RECIPES 2018

A New Addition to Our Family

HELLO | TWELVE, NOVEMBER 2018

A Simple Tool to Reclaim Your Time and Leverage Your Assistant

LEARN | TWELVE, NOVEMBER 2018

Facebook Messenger Gets A Back to Basics Facelift

KNOW | TWELVE, NOVEMBER 2018

Utilize Shortcuts and ClickUp to Increase Productivity

LOVE | TWELVE, NOVEMBER 2018

Delegate Shares the Love with the American Foundation for Suicide Prevention

There Is No Traction® Without Assistance

SUBSCRIBE · SHARE · ISSUE ARCHIVE

LATEST 12LITE ISSUES

Categories

See What Our Clients Have To Say…

Recent News

Contact

As Featured In…