Delegating Effectively in 6 Steps by Phillip Van Hooser

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Delegating gets you (and others) ready for greater responsibilities and promotion, and it offers the organization greater continuity while minimizing the loss of talent. 

There is no perfect approach to delegating tasks. However, there are some steps in the delegation process that need to be clearly identified and clearly followed for delegating to be a win-win-win for your employee, the organization, and yourself. 

Following these six steps will help you ensure that you handle the conversation to delegate tasks the right way. 

Set the Stage 

Right up front, share what the vision, purpose, and end goals are for the task/s you’re delegating. 

This helps your people understand exactly what they are working toward, why it is important, and what success will look like. 

What, Not How  

Hear that very carefully. You don’t want to tell the person to whom you’re delegating how to do the job—that’s micromanagement, not delegating. 

But you do want him/her/they to know what the end result will look like. Do you want the results to be faster, cheaper, safer, or higher quality? Whatever it is, be specific. 

Stephen Covey, in his book The 7 Habits of Highly Effective People, said, “Begin with the end in mind.” Your people won’t know what the end should be unless you share it with them. 

What Are the Limits? 

In other words, don’t delegate a task to someone, let them go out with great excitement and enthusiasm, only to tell them later they overstepped important parameters. 

It is defeating to hear: 

“Oh, wait a minute, you can’t do that because we don’t have the time.” 

Or… 

“We don’t have the money to do that.” 

Or… 

“You can’t use those resources on this.” 

Right up front, tell them: 

“This is your task.” 

“The end results should look like this.” 

“And you are limited by these parameters (time, money, other resources, authority, etc.)” 

Did I Hear You Say… 

In the conversation to delegate tasks, a lot of information is shared all at once. It is the responsibility of the person delegating the tasks to ensure the message is heard and received correctly.   

If anyone messes that up, it’s the one doing the delegating—not the one receiving the assignment. 

The person you’re delegating to may be thinking, “I’m still thinking about number one and they’re already on number three. I don’t even know what was said about number two!”   

That’s not a bad thing! It’s likely your employee is excited about the process and their mind is whirling with ideas. But you’ve moved forward with additional steps and they may have missed important information along the way. 

For clarification, simply pause the conversation and ask: 

“Okay, I know I have given you a lot of information. Tell me what you have heard me say so I can make sure I have communicated clearly and correctly.” 

What they repeat back to you may be incorrect. Verbally take responsibility for not communicating clearly and then move forward with the correct information. 

That Gives Me an Idea… 

Back to those thoughts that were swirling in your employee’s mind… 

“I would like to hear some of your initial ideas for this particular project—what are your first thoughts?” 

Now, frankly, don’t expect too much, because you’ve just now delegated the project to them. But, even in the early stage of delegation, ideas surface. You want to have at least an idea of what they are thinking. 

But this is really important to keep in mind. 

Ask about their ideas and plans before you tell them what you think good plans would be. 

This way they feel freer to share their ideas. The point is, leaders should want their employees to feel free to share ideas and thoughts without hindering or hampering that flow. The delegation conversation can be a great place for that! 

Getting in on When 

When you delegate a task, create a completion date. I’m a big believer that whenever possible, it’s important to create a negotiated completion date. In other words, I’m assigning the responsibility; however, I want my employee to be in on identifying and determining what that completion date would be. 

For example, you can ask: 

“So when do you think you can have this task completed?” 

Allow them to respond and, if necessary, negotiate the timeline as needed. Also, include a midway follow-up meeting to discuss the progress of the project. This will ensure that no one is waiting until the last minute to start the task. 

Delegating in 6 Steps 

Using these six steps when delegating tasks and responsibilities truly makes delegation a collaborative effort! Give it a try and watch the success you, your people, and your organization realize! 

Phillip Van Hooser, CSP, CPAE is committed to helping organizations transform their business outcomes by building engaged employee relationships. He is an award-winning keynote speaker and author on engaged leadership and communication. To learn how to build influence and secure greater opportunities through effective professional communication, pick up a copy of his book Earning the Right to Be Heard. Connect with Phil on LinkedIn and Facebook.

Stalking the Elephant by Jim Stovall

Many people would claim to believe that anything is possible, but when it comes to their own life, career, and success, they don’t believe everything is possible.  

The concept of anything being possible is random and ethereal. It includes ideas such as “I might win the lottery,” “We might get hit by a meteor,” or “If I’m lucky, I could get the perfect job and meet Mr. or Miss Right.” In these examples, believing in anything being possible assumes that the outcome is not within our control but it’s possible. On the other hand, when we believe that we control our destiny and our fate is in our own hands, we understand that everything is open to us based on the choices we make and how hard we want to work.  

I am an entrepreneur and run a small business called the Narrative Television Network. Due to a lot of hard work by our team, we landed a contract to do business with one of the largest corporations in the world. Many well-meaning, well-intentioned, and knowledgeable people would assert that a little company from Oklahoma with less than ten employees couldn’t do business on a level playing field with a multinational, multibillion-dollar giant. In reality, if they believe it’s impossible in their circumstances, they are right. If I believe it’s possible for our team, I’m right.  

Success is a self-fulfilling prophecy. In my book The Millionaire Map, I explain that if you want to be successful, you need to surround yourself with a group of people who have what you want. I call these people your Dream Team. I’m a firm believer in being willing to be turned down or rejected by the very best. At the start of any endeavor, if you will simply believe that everything is possible and open to you, you can list the candidates for your Dream Team.  

When we started the Narrative Television Network, we had no background, training, experience, or resources in the industry. When I asked myself, “If I could have anyone I wanted on my Dream Team to advise and assist us, who would I pick?” The answer was as simple to me then as it is now. Ted Turner. When we got involved in the financial planning and investment arena, the potential Dream Team member I listed first was Steve Forbes. When we got into the field of leadership training, the first name that came to my mind of someone I wanted on our side was the legendary Coach John Wooden. When my novels began to be sought for movie projects and I was looking for people on my Dream Team, I thought of people like James Garner, Peter Fonda, Raquel Welch, and Academy Award-winner Louis Gossett Jr. I am pleased to report that each of these special people has contributed and continues to contribute to our success. As ancient wisdom tells us, “You have not because you ask not.”  

As you go through your day today, set your sights high, and you might just get what you aim at. 

Today’s the day!  

This and other motivational pieces by bestselling author Jim Stovall can be found in his latest collection of columns, Wisdom for Winners Volume Four, an official publication of the Napoleon Hill Foundation to be released in January 2018.