How to delegate effectively
Checklist
- Review each task on your to-do list. Consider the objectives and deadline and whether the task is part of a broader role or set of recurring tasks you wish to delegate.
- Aim to delegate a complete activity, which will motivate an employee and produce job satisfaction when successfully executed.
- Assess the skills, knowledge, resources, influence and any other requirements for the task.
- Consider the strengths, weaknesses, aspirations and existing workload of employees; choose the employee to delegate to.
- Identify the benefits for that employee: for example, learning new skills, added variety in the workload or a step in career progression.
- Assess the drawbacks of delegating the task: for example, the time you will need to commit to handing over and supporting the task, and the risk of failure.
- Sell the benefits of undertaking the task to the employee, explain the objectives and specify your requirements; address any concerns.
- Agree the extent to which you will be involved, and clarify where responsibility lies; note that you retain ultimate responsibility.
- Agree the schedule and deadlines; clarify to what extent, if any, you will need to review work in progress or be involved in decisions.
- Provide any support and resources the employee requires, such as training or access to information.
- Inform other relevant employees; explain that the employee will be acting on your authority and solicit their cooperation.
- Liaise as the task progresses; encourage the employee to approach you with any problems, but avoid unwanted interference.
- Review the completed task; assess what the employee has learnt, and any weaknesses which have been highlighted and should be tackled.
- Review how effective your delegation skills were; identify and improve your contribution to any problems (eg poor communication or support).
Cardinal rules
Do:
- delegate complete activities rather than chores
- identify benefits for the employee carrying out the task
- think through and provide the required support and training
- ensure the employee has any necessary authority
- make yourself available to handle any problems as they arise
Don't:
- dump work on employees
- try to abdicate responsibility
- unnecessarily restrict the employee's freedom to act
- interfere or snoop
