Delegation: The Art of Delegating Effectively

The Delegation Meeting: Eight Steps A structured delegation meeting ensures nothing is left out and gives the employee a thorough understanding of what is being asked of them. Review these eight steps before every delegation meeting. Step 1: Clearly Communicate the Task Explain exactly what needs to be done, by when, and to what standard. Address: What specifically must be completed? What are the consequences if it's not done on time? How does it fit into the broader project? Step 2: Provide Context and Relevance Explain *why* the task matters. Focus on the results to be achieved, not the method. Outline any potential complications. Step 3: Confirm Understanding Don't just ask "Do you understand?" Instead, ask the employee to explain back what they understand about the assignment and invite questions. Step 4: Communicate Performance Standards Make sure the employee knows what success looks like. There are three generic levels: **Outstanding:** Completes early and exceeds expectations **Acceptable:** Completes on time and meets expectations **Minimal:** Completes, but may be late or below expectations Decide ahead of time how you will measure performance (observations, reports, surveys, etc.). Step 5: Ensure the Employee Has Sufficient Authority Without the right authority, the task cannot be done well. Delegated authority may allow the employee to spend money, seek assistance, or represent the department. Avoid common mistakes: