How To Delegate Effectively

how to delegate effectively

You know you need assistance. You know you have too much on your plate. But that “do it myself” mentality is there with the voices saying, “It will take too long to train someone”, “They can’t do it like me”“It will just be easier if I do it myself”. Sound familiar? Ask yourself if completing all the tasks that are crowding up your to-do list (and your work day) is really the best and most productive use of your time. Is trying to do all the things for your business really working for you? If the answer is no, then maybe it’s time to find out how to delegate effectively!

There are capable professionals willing (and happy) to help. Below are my recommendations on how to find the right person for the job, and learn how to delegate effectively, like a champ!

1. Research:

If you know what tasks you would like to have someone else do, then do a little research to find someone with the skills you need. For example, if you are wanting to delegate setting up your email newsletter, look for someone with experience in Mailchimp, Constant Contact, or a similar program. Some good sources for your search may be your local Chamber of Commerce or asking for recommendations from your business networks. Be sure to look for someone with the skills and relevant experience for your specific tasks.

2. Deadlines:

Be sure to give the person completing your tasks enough time to get the work done by your deadline. This requires planning ahead. Ask if they can complete the work within your timeframe, or when they would need the project to have it completed by your deadline. For example, if you know you want your newsletter published on Friday, the person may need it by Monday to make that happen. Being clear on deadlines and planning for such will make both your lives easier.

3. Details:

When you send a project to the person helping you, be as detailed as possible in the description of the scope of work. Being very specific on the front end of the project will help keep things running smoothly. It should also cut down on time-consuming back and forth questions. When you send your project to the person you are delegating to. Also, be sure to include details, guidelines and any supporting information.

4. Check Points:

Once you’ve delegated a project, ask to schedule check-in points. Having set times to check the progress of your project will help ensure everything is on track for the anticipated completion date. This can also help head off any misunderstandings about the required tasks, which can happen even when you both think you understand. Regular meetings will help keep the project on track and allow for adjustments.

5. Communication:

As you begin to delegate your work to another professional, you begin a working relationship with them. And we know all relationships require good communication to be successful. As the project progresses, try to answer any questions that come up quickly so that everything can stay on track and on time. And expect the same from the person helping you. Your work together will require conversation, either written or verbal, to be successful.

Finally, delegation is a powerful way to leverage your time and get help with areas of your business where you need it most. Done well, it can be a big win for you and your business and truly show you how to delegate effectively!

how to delegate effectively