The good news is that effective delegation follows a simple process that anyone can learn. And whether you’re a manager overwhelmed with deadlines and meetings or a business owner trying to stay on time with multiple projects and travel schedules, the following five tips will enable you to delegate effectively and be more productive.
1. Be committed to the full delegation cycle.
Proper delegation is actually a cycle. Think of it like the links of a chain, where each link interacts with others. Every link has four points, just as the delegation cycle does.
- The top of the link intertwines and comes away from the link above it. This represents the task coming to you from some other source, such as a supervisor or customer.
- The link then circles around and interacts with the links next to it and below it. One side of the interaction represents you delegating portions of the assignment to others.
- The other side of the interaction represents you following up to get a report from the people you delegated to.
- Finally, the link completes the cycle and returns to its point of origin. This represents you forwarding the report, decision, or findings to the source that originally gave you the task.
2. Delegate in writing.
Often the delegation process breaks down because the person being delegated to is unclear regarding the details of the assignment. And rather than ask you for clarification (and possibly appear incompetent) the person sits on the assignment, hoping you’ll give some additional clues about what you really want. That’s why you need to put every delegated task in writing.
The written document can be a simple email, or it can be something more formal, such as a detailed process sheet. The purpose of writing the task out is that it causes you to slow down enough and include all the details someone needs to complete the task successfully. Additionally, your written note provides clarification for the person who receives it. He or she can refer back to your written instructions while doing the task to make sure the work is being done right.
Yes, written delegation takes more time than verbal delegation. However, remember that for every minute you spend writing out the details, you save one hour in execution.
3. Train your team members to report back on time.
In your written instructions, be sure to tell people when you want them to report back to you, both with progress updates and the final product. Be specific. For example, rather than saying, “Please give me regular updates on your progress,” say, “Please provide me a status update every Friday at 2:00 p.m. for the next two months or until the project is completed.” And instead of saying, “Finish this by Wednesday,” say, “Please complete this task by noon on Wednesday.” Being specific removes any guesswork and enables your team to live up to your expectations.
When team members report back on time, make a big deal about it. Thank them for completing the assignment, and congratulate them for reporting back within the time frame outlined. Likewise, when they fail to report back on time, make an even bigger deal about it. Even if they completed the task but didn’t report back to you with the final product, help them realize that reporting back is every bit as important as getting the task done. With every delegated assignment, you need to reinforce the importance of reporting back in a timely manner.
4. Use a reminder system to ensure proper follow-up.
Never delegate an assignment and completely leave it up to the other person to make sure it gets done. Just as the person you delegate to needs to be accountable for reporting in, you need to be accountable for following up.
Your reminder system can be your daily planner, a tickler file system, or any other system that works for you. Place a note in your reminder system to follow up with a team member if you have not received the report, update, or task as requested. So, for example, if you give the team member the deadline of Friday at 2:00 p.m. for a progress update, then you enter into your own reminder system a note telling yourself to follow up with the person at 4:00 p.m. if he or she does not meet that deadline. Give the team member the full opportunity to report to you before you track the individual down for follow-up.
Important: Only follow up when the person misses a requested update or deadline. You don’t want to train people to believe you will be following up with them on a regular basis, as that leaves the task’s responsibility with you. Rather, you want to teach them that they are expected to report back to you, making them responsible for the delegated item. That’s why you set the progress updates and deadlines in writing. If they don’t report as scheduled, you must follow up. If they don’t report and you don’t follow up, the delegation cycle is broken, and the process fails.
5. Report back to the person you received the assignment from.
The fact that you have received the delegated task back completed to your satisfaction doesn’t mean you’re done. Always remember to complete the cycle by reporting back to the person who initially gave you the task. Tell your boss the findings; give the customer the information he or she needed; share your report with the board. Keep the communication chain intact so that others learn they can trust you as well.
Delegate to Win
If you want to free up some of your time so you can focus on your core duties or income-producing activities, you need to delegate effectively. So examine those tasks that are repetitive in nature and decide which ones someone else can do. Then, delegate effectively by writing out each task, training people to report on time, doing proper follow-up, and, finally, completing the cycle and reporting your results. Taking the time to get the delegation process right pays great dividends in the forms of increased productivity, on-track company objectives, and reduced work-related stress.
About the Author
Christi Youd is a speaker, trainer, and organizer who helps companies and individuals increase productivity through her company, Organize Enterprise, LLC. She is also the author of Organize Your Office for Success and Organize Your Home in 10 Minutes a Day. A free download of her 25 Quick Tips to Finally Get Control of Your Messy Environment is available at www.organizeenterprise.com/25quicktips. To contact her about keynotes or training, visit www.organizeenterprise.com or call 801-756-3382.
