Seven Steps of Delegation

SEVEN STEPS OF DELEGATION
Delegation is one of the most important management

techniques. It pursues two major goals:
• Free up the manager’s time to do more productive

tasks (for example, accept the tasks delegated by
her manager)
• Professionally grow the employee
In other words, delegation is the mechanism that powers

growth and promotion.
Unfortunately, delegation is often accompanied by issues.

Here are the typical ones:
• It is simply not done. Most managers don’t delegate at all and continue working long hours
trying to do everything themselves. It negatively impacts their professional growth, because
these managers cannot find time to start working on higher-level tasks.
• Delegating wrong activities. A good activity to delegate is the one that you understand
very well, that is not central to your responsibilities, and is not critical to the organization.
• Delegating to a wrong person. Select a person who has the necessary skills, and who is
willing to take more responsibilities. Usually, managers underestimate capabilities of their
reports.
• Throwing the task “over the wall”. You cannot simply tell your report “starting from
Monday you are responsible for X” and hope that from now on it will be done right.
Successful delegation requires good planning, execution, and control. It is not a one-time
event, it is a smooth transition.
• No follow-up. After the activity becomes the employee’s responsibility, there is not enough
control and feedback.
Doing delegation right is not that hard, it just requires a little discipline. Here is how to start
delegating in seven simple steps.
STEP 1. SELECT A TASK
As with many other activities, it is hard to do it first time, but after the first delegation is a success,
the second time is much easier. Therefore, to start, look at your responsibilities and select a simple
recurring activity that you know very well and that is not critically important. It does not have to
consume a lot of your time – remember, the purpose of this first task is just to teach you how to
delegate.
Avoid selecting a task that is too mundane, so that the employee would think that the only
motivation for you is making your life easier and unloading all “dirty work”.
© 2009, http://RoamingManager.Wordpress.com Page 1
STEP 2. SELECT A PERSON
Then select an employee you want to delegate the task to. You need to select a person
• Who is not satisfied with the status quo and who wants to do more
• For whom the task has the right level of complexity – not too simple, not too hard. Ideally,
the task should be a little above what the person is regularly doing and/or carry some
additional public authority.
• Whose character is compatible with the nature of the task
STEP 3. DO SOME PLANNING
Before talking to the selected employee, come up with the answers to the following questions:
• What exactly the task is about?

• What training/information should I give to my employee?
• How long the transition will probably take?
• How the success of this activity can be measured?
• How often do I need to follow-up on the progress?
• How to decide when the transition is completed?
Write the answers down.
STEP 4. DISCUSS THE PLAN WITH THE EMPLOYEE AND GET COMMITMENT
Schedule a one-on-one meeting with your employee. During the meeting, follow the following
scenario:
1. Explain the purpose of the meeting – basically “there is an activity that I need to delegate
and I thought that it could be a good task for you”.
2. Briefly describe the activity, why it is important, and why the employee will benefit from
taking it over.
3. Ask if she would agree to accept it. If the employee does not like the idea, try to understand
why and discuss it. If even after the explanation, the employee still does not like it, maybe
you have selected a wrong employee for delegating this task.
4. After you got the general commitment, discuss the plan you have prepared in the previous
step. Make sure that you discuss the transition process, success criteria, expected timeline,
and schedule for checking the progress. Provide the necessary information and
documentation.
5. Ask the employee to absorb the information and come up with suggestions and
improvements. Schedule a follow-up meeting in a day or two to kick-off the transition.
STEP 5. KICK-OFF AND MAKE THE ANNOUNCEMENTS
Get together with the employee and discuss her questions and suggestions. If there are no major
concerns or roadblocks, kick-off the transition. If the activity involves other people in the
organization, make sure that the change is announced. Make sure that the first time you do it
together with the employee.
STEP 6. FOLLOW-UP AND PROVIDE FEEDBACK
Follow up with the employee according to your plan. Make sure that you give a lot of feedback to
make corrections and don’t forget about positive feedback!
Make sure you keep careful notes and use them for your follow-ups. Use some combination of your
favorite calendar and task management systems or a management system like www.mydirects.com.
STEP 7. COMPLETE THE TRANSITION
Your original plan should have included some criteria on how to decide when the transition is
complete. Usually it looks like “if after X months the activity is being done right…” (the definition
of “right” shall be more specific).
When this condition is met, get together with the employee, announce the completion, and
celebrate. It is a good time to send a “thank you” letter or make a public announcement at the team
meeting.
That is it. Happy delegation!
This text is distributed under Creative Commons (Attribution) license. In other
words, you may distribute it and produce derivative works, as long as you properly
credit the author and preserve copyright notice. See full details at
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SEVEN STEPS OF DELEGATION

Delegation is one of the most important management

• Free up the manager’s time to do more productive

In other words, delegation is the mechanism that powers

Unfortunately, delegation is often accompanied by issues.

STEP 1. SELECT A TASK

STEP 3. DO SOME PLANNING

• What exactly the task is about?

Write the answers down.

STEP 6. FOLLOW-UP AND PROVIDE FEEDBACK

STEP 7. COMPLETE THE TRANSITION

That is it. Happy delegation!

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