7 Steps Involved in Effective Delegation [Explained]

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Effective delegation is a cornerstone of successful leadership and organizational efficiency. It is not merely about distributing tasks but a strategic approach that fosters collaboration and enhances productivity.

 Delegation Involves

Delegation is a crucial practice for the growth and development of team members. It is also vital for achieving overall goals and objectives. This article will delve into what effective delegation involves and its benefits. We will also look at its principles and some of the barriers.

What Does Effective Delegation Involve?

Effective delegation involves assigning tasks, responsibilities, and authority to others to maximize productivity, foster growth, and effectively meet goals. It allows managers to focus on tasks that require their knowledge while empowering other employees to use their expertise. 

Effective delegation also involves a careful and thoughtful distribution of tasks, clear communication, and a clear understanding of your team members’ potential. You should understand the right tasks to delegate, provide feedback, and hold team members accountable for their work.

What Are the 4 Types of Delegation?

The four types of delegation are formal or informal, lateral, general or specific, and bottom-to-top or top-to-bottom. While various types of delegation involve leaders or managers assigning tasks to their team members, some types don’t require their involvement.

These are the four types of delegation in detail:

  • Formal or Informal Delegation.
    Formal delegation is a structured and official process with clear tasks and responsibilities. Informal delegation is spontaneous, less structured, and often outside official channels.
  • General or Specific Delegation.
    General delegation involves giving a broad range of responsibilities without specific instructions. Meanwhile, specific delegation entails assigning detailed tasks with clear instructions and expectations.
  • Bottom-to-Top or Top-to-Bottom Delegation.
    Bottom-to-top delegation is when an employee assigns tasks to a higher-ranking individual. Top-to-bottom involves delegation from a higher position to someone in a lower position.
  • Lateral Delegation.
    This type of delegation involves transferring authority and responsibility between individuals at the same level of an organization or department. It can promote collaboration, innovation, and creativity among team members.
Lateral Type Of Delegation

Discover why delegation is important in business here.

What Are the 5 Principles for Effective Delegation

The five principles for effective delegation include knowing what tasks you will delegate, selecting the right person for the job, and setting your expectations. They also include providing resources and support and giving feedback and credit. 

Here is a more detailed look at the five key principles of effective delegation:

  • Clarify What You Will Delegate.
    Before delegating a task, define your objectives, outcomes, and specific expectations. Choosing the appropriate task and ensuring a clear understanding of it are also essential. Remember, effective delegation involves defining your and your team’s responsibilities.
  • Select the Right Person for the Job.
    When choosing someone for a specific job, consider their skills, interests, and experience. You can also look at the member’s existing responsibilities. If they already work on many tasks, they may not complete the tasks on time.
  • Provide Adequate Resources and Support.
    Ensure the person you have delegated tasks to has the necessary tools, resources, and information to complete the job. You can also offer guidance when needed.
  • Give Feedback and Praise.
    Have regular check-ins with your delegates. Remember to praise and offer encouragement for tasks done well, and avoid micromanaging.
  • Make Your Expectations Clear.
    When the expectations are clear, team members can find a better way to achieve the desired results. Managers should ask team members to share their understanding of the project’s objectives to align their visions.

Read more about the principles of effective delegation from LinkedIn.

7 Steps of Effective Delegation

The seven steps of effective delegation are knowing what to delegate, delegating the task, confirming interest and understanding, and offering support and resources. Establishing accountability, giving credit and incentives, and providing and asking for feedback also make up effective delegation.

Here is a closer look at the seven steps of effective delegation:

1. Know What to Delegate

Before beginning the delegation process, identify what’s in for your team members. Assess the tasks you want to delegate and clearly define your objectives and expectations.

Ask yourself what you need to accomplish, what tools are required, what skills and background are needed to complete it, and what the number of tasks are. You should also check if you can provide resources you already know.

Read more about the preparations involved before delegating a task from LinkedIn.

2. Delegate the Task

Once you have analyzed your objectives and requirements, it is time to delegate the task to your team members. Based on their skills and interests, determine the best individual for the job. 

Choose someone whose skills align with the task and who is highly interested in it. In addition, check their availability, as employees with enough time will likely meet the deadlines.

3. Confirm Understanding

Confirm Understanding Step for Effective Delegation

Effective delegation also involves engagement. Ask the specific team member about their level of understanding. Ensure both of you understand what you need to accomplish and how you should accomplish it.

Consider repeating the instructions by giving an example. This is to ensure they clearly understand the task and your goals.

Find out how to help your team members understand the tasks delegated to them from LinkedIn.

4. Offer Support and Resources

Ensure the person has the support and tools to complete the task effectively. This might include training, guidance, or access to relevant information.

Consider explaining how you look at issues and how you resolve them. Be available to offer any kind of assistance when needed.

5. Establish Accountability

Ensure accountability by setting specific and strict deadlines for team members. Additionally, be transparent about the consequences of missing deadlines. Usually, people perceive projects with deadlines as more important.

However, remember that effective delegation involves being realistic. Avoid setting overly ambitious deadlines, and strive to create a balance and understanding between you and your team members.

6. Give Credit and Incentives

Reward those who did well. However, whether an employee did well or not, find areas to put positive comments. Some positive comments can motivate your team members to keep handling the task and help you with other jobs in the future.

You can have a monthly performance review to recognize top performers. Acknowledgment can serve as a source of inspiration and promote healthy competition among team members.

7. Give and Ask for Feedback

Effective Delegation - Provide Feedback

Feedback summarizes the essence of effective delegation. Keep employees posted on how their project is going and whether they have achieved their aims. 

Consider creating a system for regular check-ins. Specify how and when you want updates on the progress of delegated tasks. This ensures you stay informed and can provide timely feedback for your employees.

Learn more about the steps of effective delegation from Forbes.

What Are the Advantages of Effective Delegation?

These are some of the key advantages of effective delegation:

  • Enhanced Productivity.
    Delegation allows managers and leaders to distribute tasks efficiently among team members with the right skills. This frees them to prioritize high-impact activities, ultimately boosting overall productivity.
  • Creativity and Development of Skills.
    Delegating tasks allows team members to enhance their skills and knowledge and gain experience. This can improve their confidence and career development, making them more valuable.
  • Increased Motivation and Development.
    When employees are trusted with vital tasks and responsibilities, it can boost their motivation. Feeling valued and trusted can lead to higher levels of engagement among team members.
  • Promotes Collaboration and Team Work.
    Delegation fosters teamwork and collaboration among team members. Working together allows them to share ideas, pool resources, and develop a sense of unity while achieving common goals.

Note: Managers and leaders should not use delegation to avoid unpleasant tasks.

What Are the Barriers to Effective Delegation?

Lack of trust, fear of failure, micromanagement, and poor delegation skills are barriers to effective delegation. Overcoming these obstacles requires emotional intelligence and personal development. It’s also essential for both managers and employees to evaluate themselves.

What Are The Barriers To Effective Delegation

Here are the barriers to effective communication in detail:

  • Lack of Trust.
    Effective delegation relies on trust. Managers may be reluctant to delegate if they do not trust their team members to complete tasks competently. They may also hesitate to delegate if they feel they can do the task better than their team member.
  • Micromanagement.
    Some managers delegate tasks but excessively control every aspect of their team members’ work. This can demoralize the team and impact productivity.
  • Fear of Failure.
    Leaders may hesitate to delegate tasks because they fear team members making mistakes or failing. Others may just be unwilling to be accountable for their employees’ performance, which might make them fear delegation and do things themselves.
  • Poor Delegation Skills.
    Effective delegation requires evaluating team members’ potential, setting clear goals, and providing feedback. However, some managers lack these skills.
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