9 Steps to Successful Delegation

9 Steps to Successful Delegation

Table of contents

Delegation [edit]

9 Steps to Successful Delegation


1. Define the task

Confirm in your own mind that the task is suitable to be delegated. 

2. Select the individual or team

What are your reasons for delegating to this person or team? What are they going to get out of it? What are you going to get out of it? 

3. Assess ability and training needs

Is the other person or team of people capable of doing the task? Do they understand what needs to be done? If not, you can't delegate. 

4. Explain the reasons

You must explain why the job or responsibility is being delegated. And why to that person or people? What is its importance and relevance? Where does it fit in the overall scheme of things?

5. State required results

What must be achieved? Clarify understanding by getting feedback from the other person. How will the task be measured? Make sure they know how you intend to decide that the job is being successfully done.

6. Consider resources required

Discuss and agree what is required to get the job done. Consider people, location, premises, equipment, money, materials, other related activities and services.

7. Agree deadlines

When must the job be finished? Or if an ongoing duty, when are the review dates? When are the reports due? And if the task is complex and has parts or stages, what are the priorities?

8. Support and communicate

Think about who else needs to know what's going on, and inform them. Involve the other person in considering this so they can see beyond the issue at hand.

9. Feedback on results

It is essential to let the person know how they are doing, and whether they have achieved their aims. If not, you must review with them why things did not go to plan, and deal with any problems. You must absorb the consequences of failure, and pass on the credit for success.