Delegation Process

[Andrea Fleischfresser]

Delegation is a balance between trusting others to get the work done while offering a sufficient amount of support to ensure the assignment is successfully completed. These simple five steps can help leaders ensure their goals are met while empowering their staff members to take on greater responsibilities.
ANALYSIS: The first step of the delegation process involves analyzing what task or responsibility will be delegated. The leader needs to determine what it is that someone else should do, deliver, or achieve and other related expectations and details. This also involves determining who is best suited to take it on.
ASSIGNMENT: The next step involves assigning the task or responsibility to the appropriate employee and outlining all of the critical details, such as background information and context, timing, budget and other resources, specifications, communication expectations, and the roles of everyone involved. The SMARTER- goal format can ensure this step is complete.
ACCEPTANCE: With this step, the employee confirms a shared understanding of the task or responsibility being delegated and all the related details and commits to taking it on. Also at this point, the leader has given the employee the authority to proceed.
ACCOUNTABILITY: At this point, the employee is fully accountable for delivering on the task or responsibility and all of the related details, including keeping the leader in the loop.
ASSESSMENT: The final step of delegation has the leader assessing the employee’s performance. This step can function as part of a feedback loop with the Accountability step, as the leader may decide to coach, advise, or redirect the employee while the assignment is in progress. The employee remains accountable for staying on track with the task or responsibility and acting on the leader’s feedback. The assessment step may also be part of formal performance evaluation activities. Recognition and reward for success is also a part of this step.

Cheers,
Andrea Fleischfresser

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