The Delegation Process


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A skill is something that is never perfected and always requires ongoing practice and development.

Delegation is a SKILL and therefore is NO DIFFERENT – you must always work on your Delegation effectiveness; but what is the best approach?

Treat Delegation each time as a training exercise for you and the person being given the task but also keep it ‘real’.

Firstly, in this scenario, we have assumed you are tasking a team member with something new to complete and you are confident they have the skills to complete in the first place.

Five Steps to the Core Skill of Delegation:

  1. Tell the team member what you want done and why it is required.

  2. Show them an example of the task that has been previously completed e.g. plans, proposal, completed job, order sheet etc so they visually have a reference of what you want.

  3. IMPORTANT – have the team member repeat it back to you in their works of what, when, how where and why the task is required.

  4. Now get out of their way and let them have a go – DON’T take it off them before they start!

  5. Once the task is completed, review it to see how they have performed and provide CONSTRUCTIVE feedback – always.


In addition there are Four Rules for Delegation, bearing in mind delegating is often in the form of either team member on the job training or it is an external person to the business e.g. sub-contractor or supplier that you are effectively tasking hem with a job to do for you.

How many times have you had a supplier delivery the incorrect supplies due to poor instruction on your behalf? (e.g. imagine if you had asked the team to ‘REPEAT IT’ to you beforehand.)

The Four Rules for Delegation are:

  1. Allocate sufficient and appropriate time to allow the team member to grasp the new task – often the Delegating party has rushed things and glossed over key facts.

  2. Instruct with confidence and authority – you are not asking a favor but giving instruction to someone being paid to accept this task – so INSTRUCT!

  3. Give them an appreciation of why it needs to be done by the timelines given and why it is important to your organization or client involved e.g. by you completing this task, I can focus on an urgent proposal for XYZ Ltd they are waiting for.

  4. Incentivize does not immediately mean $, it means they have encouragement to improve their skills e.g. learn something new or take on an increased responsibility that could lead to a promotion or better future roles.

 For the PowerPoint on Delegation, click the DOWNLOAD button below!