Coaching for Leaders

117: How to Delegate Work Effectively


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I’ve been getting asked a lot in the past few weeks: OK, how do I delegate effectively? On today’s show, how to delegate work and the seven steps you should follow if you want to get the best results for your team and the organization.

I spoke about the broad framework for empowering others back in Episode #53: Get Results From People With Three Simple Steps

Broadly, three areas we need to consider in delegation:

  1. Planning/expectation setting (what this show and the seven steps below are about)
  2. Regular check-in/accountability
  3. Consequences
  4. The Seven Steps of Delegation:

    1. What does success look like?

    • Time = define the deadline and major milestones
    • Cost = staff time, budget, and resources
    • Quality = what the customer (internal or external) expects the work to produce
    • 2. Who is the right person?

      • Who is the best person for the job?
      • What kind of resources do they have?
      • Who do you need to develop? Think succession planning.
      • 3. Communicate expectations

        • Speak in detail to the three areas from step one: Time, cost, and quality.
        • Put it in writing, especially if someone is new or doesn’t have lots of experience.
        • The amount of visibility and complexity of the project indicates how much time you’ll spend here.
        • Error on the side of too much communication, when in doubt.
        • 4. Staff member plans project

          • They need to have ownership over their work.
          • Autonomy is key for engagement. See Daniel Pink’s book Drive* for background on why this is critical for engagement.
          • If there’s a way it has to be done, get them the training on how that is done.
          • If not, let them come to you with the plan.
          • 5. Review the project plan

            • Review to see if it meets the three outcomes you established in step #1 and communicated in step #3.
            • If there are major gaps, address those.
            • If there are minor issues, resist the temptation to make the plan better, unless asked.
            • 6. Establish milestones

              • What’s going to make you comfortable as a manager?
              • Factors you will want to consider: size, scope, visibility, and experience level of the person.
              • Your goal is to hit the sweet spot between micro-management and county-club management.
              • No feedback is worse than negative feedback. See episode #79 for a detailed explanation from Michelle Smith from O.C. Tanner on why this is the case.
              • 7. Provide access to resources

                • What budget do they need?
                • Who do they need to be connected with?
                • What internal politics do you need to help them navigate?
                • What equipment, rooms, resources, and lab time are necessary?
                • At the very least, make them aware of gaps, even if you can’t address or fund every resource.
                • Download: The Seven Steps You Follow To Delegate Work

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                  Coaching for LeadersBy Dave Stachowiak

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