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 Prevent 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.