How to Delegate Effectively

Delegation is more than just a skill – it’s a strategic advantage of successful organizations. Whether you’re a manager assigning tasks or a team member sharing responsibilities with peers, effective delegation transforms the way work is completed. This article explores the art of delegations: what it is, which tasks are ideal for delegating and walks through a process for mastering this essential skill. Plus, we’ll share examples to illustrate how this works in the real world. Delegating effectively increases productivity, develops employees and builds trust on both sides of the relationship. 

What Is Delegating? What Are the Best Delegated Tasks?

Effective delegation involves assigning responsibility and authority to someone else to complete specific tasks and achieve defined outcomes. It’s about trusting someone to be accountable for the work, while empowering them to execute it effectively – ideally, without the need for micromanagement. 

Delegation is a fundamental aspect of both formal and informal leadership and is vital to the corporate structure of an organization. Delegation in business might be vital for long-term success, but it must be built on trust, involving transfer of tasks, decision-making or duties often handled by the delegator. Management and delegation are tied together as it allows supervisors to focus on higher-level tasks and strategic planning while developing the skills and competencies of their team members. For team members, delegation is a form of collaboration and peer development, enhancing individual and collective capabilities.

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Here are examples tasks to delegate:

• Routine or Repetitive Tasks.  Delegating basic administrative work like filing, data entry, scheduling, inventory management, and other routine administrative tasks, is a great way to test someone’s ability to take on delegated tasks. This category also includes basic customer service duties or responding to often asked questions which are perfect for new employees or interns who need to gain foundational experience. Additional tasks to consider include preparing weekly or monthly reports, to help them learn more about what the organization.  As they deliver and complete tasks, you can assign more advanced tasks.  
• Defined but Time-Consuming Tasks. Research projects are an effective way to assess the level of responsibility a person can take on while minimizing risk.  This may include gathering information, conducting market research, interviewing stakeholders and potential resources, or completing a competitive analysis.  Other examples include preparing for meetings by managing meeting logistics and preparing agendas, minutes and follow-up actions.  Or perhaps assigning customer or client follow up on routine matters. These activities allow the delegator to observe progress and provide guidance where needed. 
• Tasks that Match Team Members’ Skills and Interests. For established employees, consider assigning tasks that align with their expertise, skills, or interest.   For example, consider expanding their role into a new functional area by using their transferable skills.  A team member skilled in writing marketing or advertising copy could be assigned to write an external blog article or internal newsletter. Matching tasks to their strengths and interests keeps employees engaged and supports their career goals.   
• Developmental Tasks.  Developmental tasks take this one step further, stretching team members into new areas to develop new skills. For example, someone skilled at writing policies and procedures might take the lead on an audit project, or a team member with great people skills could be assigned new customer-facing tasks. A computer savvy team member might provide great support to an information technology team allowing them to deepen their skills. Small projects delegated to team members can expose them to leadership roles and build their confidence.
• Projects, Project Components, or Tasks. Projects offer a prime opportunity for delegation. A project can be assigned to someone looking for a leadership challenge. A larger project can be broken down into smaller tasks and assigned to different team members. Or, specific roles can be assigned, like project scheduler, quality controller, or report manager.

It’s important to recognize delegation covers a range of task complexity and staff seniority. 

Here’s a real-world example of management and delegation and how these tasks might be distributed across different people. 

Sonia has been with the organization for several years and feels ready for a new challenge. She asks to temporarily step into a project management role. Her supervisor, who has been searching for someone to lead an important project, is relieved. Sonia’s initiative comes at the perfect time, and her request aligns with both her career development and the organization’s needs.  

In anticipation of asking for a new opportunity, Sonia has been training Alex to aid with key elements of her job. Alex is a bit more junior and is ready to take the next step in his career. Alex is supported by three customer service representatives. All three started as entry-level employees a year ago and have become very efficient in their jobs. Alex recognizes that they are ready to take on more responsibility, and created a list of tasks he believes these specialists could take on and further their development. 

As Sonia moves into a new role, Alex stretches by taking on Sonia’s previous tasks, and the customer service specialists expand their skills by taking on more advanced duties.  Everyone wins. By the time the project is complete, Sonia is ready for her next big challenge – as are the team members who followed her lead. 

This example of delegation in business illustrates how the cascading effect of delegation supports professional growth by providing team members with growth opportunities while benefiting the organization.    

How to Delegate Effectively?  What Does Effective Delegation Look Like? 

So, how do you go about delegating effectively? Before starting as a task delegator, consider these steps: 

• Clarity: Define the Task at Hand

Start by defining the task or activity you want to delegate. Take time to plan by explicitly stating and writing down the task’s requirements, expected outcomes and deadlines. Assess the task’s importance, urgency and risk factors.  The clearer you are at the start, the smoother the process.

• Fit: Choose the Right Person

Select the right person by considering who has the necessary skills, knowledge and strengths, or who is ready to take on the challenge. Evaluate the current workloads across your team, to ensure you’re assigning the text to someone who can take it on without compromising other mission-critical projects.  

• Teach: Provide Clear Instructions and Expectations.  

Clearly explain the task, including specific instructions, objectives, deadlines and any important considerations. Identify potential risks and describe conditions that could impact the task and final deliverables.  Provide the necessary resources, quality standards and pitfalls to avoid.  Share with them what a successful outcome looks like and by when it should be achieved. Explain how you want to be kept informed of progress, and what should trigger a special check-in, as well as routine updates. 

• Empower and Trust

Delegating involves granting the appropriate level of authority and autonomy. Give the team member the authority to make decisions related to the task, and provide examples of where they should not move forward without checking in. Trust them to complete the task without micromanaging but be available for support if needed.  

• Monitor Progress and Provide Feedback

Establish regular or ad hoc check-ins to monitor progress and address any questions or challenges. Be mindful of your phrasing to avoid coming across as micromanaging. “How is it going? What’s happening for you?” is better than “Tell me everything going on with this activity.”  Provide constructive feedback throughout the process, recognizing achievements and suggesting improvements when necessary. Offer assistance and support if the person encounters obstacles or needs help.

• Recognize and Reflect

At key milestones or regular intervals, review, acknowledge, and acknowledge the individual’s work and accomplishments.  Discuss what went or is going well and what adjustments are needed. Clearly communicate whether the delegation will continue or end, so expectations are clear. Consider offering rewards or incentives for successfully completed tasks, which can encourage future efforts.

Let’s go back to our story about Sonia and Alex. Sonia is excited about leading the new important project but wants to be sure Alex is set to go. They hold a formal hand-off meeting, where Sonia shares a list of tasks and activities that Alex agrees to take on, as well as written instructions and tips.  They agree to meet for lunch every two weeks to check in, but Sonia also writes down specific criteria and examples of when Alex should reach out to her with updates or questions. Sonia clearly communicates what she will not do now that Alex is taking on authority.  With expectations clear, Alex follows this same model as the task delegator to delegate to his own team. Two months later, things are going great – and Sonia sends out a team-wide note celebrating Alex’s success.  Alex, in turn, takes his small team out for ice cream to show his appreciation for their work.    

Workplace Training on Delegation  

If you want to practice quality management and delegation, you must focus on clear communication, leadership and providing the necessary support and feedback. Pryor’s many online and in-person trainings on Management and Leadership can help you develop all the skills described above.  Our training on delegating in business focuses on a variety of topics, such as leadership, management, supervision, emotional intelligence, project management and communications range from short videos to full-day in-person seminars to online webinars.  Here are some examples: 

• Delegation Training to Empower Employees
• Communicating with Tact and Professionalism 
• Leadership, Team-Building and Coaching Skills for Managers and Supervisors
• Developing Emotional Intelligence 
• Managing Multiple Priorities, Projects and Deadlines 
• Blog Article: Why Aren’t You Delegating?