When to Delegate:
5 Levels of Delegation
01 Do exactly what I say.
02 Research and report back to me.
03 Give me options, then I’ll decide.
04 Make the decision, then inform me.
05 Make the decision, no need to report back.
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What to Delegate:
Value/Alignment Matrix Choose what to delegate based on value to the org & alignment will your expertise.
1. Low Value & High Alignment: Important but not critical tasks you’re currently doing. (Stop Doing for now)
2. High Value & High Alignment: High-value tasks only you should be doing. (Take Back)
3. Low Value & Low Alignment: Tasks that aren’t important or value-adding. (Stop Doing)
4. High Value & Low Alignment: Important tasks that don’t need your specific expertise. (Delegate)
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How to Delegate:
11 Provent tips to delegate effectively
01. Identify the Right Person: Match the task to someone with the skills and time to do it well
02. Be Clear on the Outcome: Explain what success looks like. Use numbers or milestones.
03. Use a Delegation Level: Pick a level from Hyatt’s 5 Levels to set how much freedom they have.
04. Set a Firm Deadline: Always set a due date. Make it non-negotiable.
05. Break If Down: For complex tasks, list out smaller steps. Create Checklists.
06. Agree on Communication: Specify how you want updates. Email, Slack, face-to-face?
07. Allocate Resources: Make sure they have the tools and budget before starting.
08. Address Hurdles: Ask them to identify possible problems upfront. Work out Solution.
09. Review and Feedback: Schedule regular check-ins. Adjust the plan as necessary.
10. Make Them the Owner: Give them ownership of the outcome. it increases accountability quality.
11. Celebrate Wins: When a delegated task is done well, acknowledge and reward the effort.