Effective Delegation: An Easy to Use Tool

When you’re overwhelmed, stressed, and busy, you know the natural answer is to delegate more. But there’s a risk. When you’re moving fast it’s easy to get sloppy or overbearing in your delegation: (see 3 delegation mistakes you don’t have to make). That’s why I’ve created this easy checklist for you to use the next time your delegating an important task. I’ve listed the questions here, but you can also download in a checklist form:  free PDF for easy use with your team. 

Questions to Ask Yourself When Delegating

Before Delegating

  • Does the person I’ve selected have the knowledge, skills and resources necessary to do this task?
  • Does this person have bandwidth to do this task (do I need to help them prioritize)?
  • Are there any roadblocks (e.g. political, funding, approvals) I need to help remove to make this task possible?

In Delegation Conversation

  • Have I explained why this task is important?
  • Have I clearly articulated the “finish line”–what’s to be accomplished by when?
  • Have I left room for the employee to determine the best way to get the task accomplished (delegated outcomes, not process)?
  • Have I checked for understanding and heard the employee state what needs to be accomplished by when?
  • Have I established clear accountability checkpoints and a mutual appointment to review the completed task?

After Completion

  • Have I said “Thank you?”
  • Have we had any needed conversations about lessons learned or process improvements?

Note: This is an in-progress tool we are testing as supplemental resource to our book coming out in early Spring. Would love your feedback on how it can be improved.