Delegation 101

Delegation 101

Delegation 101 Jonathan Poland

Delegation is the act of assigning specific tasks and responsibilities to others, along with the necessary authority to complete them. This is a common management technique that allows managers to focus on higher-level tasks and responsibilities while empowering their team members to take on more responsibilities and develop their skills. Delegation typically occurs between a manager and a subordinate, and the manager remains accountable for the outcomes of the delegated responsibilities. By effectively delegating tasks and responsibilities, managers can improve the efficiency and effectiveness of their team. The following are illustrative examples.

Job Descriptions

The expectations for a role as stated in a job description. For example, a job description for a hotel manager that states that they are responsible for handling customer inquiries and complaints.

Goal Setting

Goal setting is the process of setting objectives for employee performance for a period of time such as a quarter or year. For example, an IT manager who sets objectives with a developer that state the developer will deliver the code for a project.

Communication

Communicating an instruction, request or command to an employee under your authority. If you are someone’s boss, asking them to do something is delegation. If you have no direct authority over someone, any instructions you issue them are simply a request.

Action Items

An action item is something that a person agrees to do in the context of a meeting. These are issued in a formal action plan document or as part of meeting minutes. If you are someone’s boss then any action items you give them can be viewed as delegation.

Work Assignments

Formal communication of work assignments such as responsibility for a client or project.

Ownership

Asking an employee to own something. For example, a marketing manager who assigns an employee to own a campaign.

Team Leads

Asking a direct report to take on a formal or informal leadership role. For example, a construction manager who asks a carpenter to lead a team for a renovation project.

Functional Leadership

Asking a direct report to lead a business function. For example, asking a construction manager to lead safety compliance across all job sites.

Missions

Management teams are commonly assigned missions. For example, a CTO who is given a mission to improve the operational efficiency of IT. A mission may span many years and be measured as multiple milestones such that it is more complex than an objective or function. It is generally unfair to assign these to low level staff who may lack the self-direction, relational capital and authority to fulfill a mission.

Named Person

Naming a person as being responsible for some function. For example, naming an employee as a investor’s relations contact for a company.

Relationships

Assigning an employee to manage a relationship. For example, an IT manager who is asked to manage a relationship with a vendor.

Informal Delegation

Delegating a task that isn’t documented. This can occur where the task is small, intangible or sensitive. For example, a manager who asks a designer to ask around and try to find information about a client’s marketing budget.

Delegation of Authority

Granting your authority to someone as part of delegation. For example, a hotel manager who asks a front desk staff to manage the hotel for a few hours with authority to make decisions regarding customer requests and complaints.

Delegation Without Authority

In many cases, management will delegate work without delegating the authority required to do the work. This requires management to approve any decisions requiring authority. For example, a hotel manager who asks staff to manage the front desk but asks to be called if there are any decisions to be made.

Delegation of Accountability

It is possible to delegate responsibility but it is not possible to delegate accountability. In other words, when you delegate work you remain accountable for any problems that occur. For example, if a CFO delegates responsibility for accounting to a manager they can’t claim not to be accountable for any financial problems or accounting irregularities that occur.

Sidelining

In some cases, delegation has political motives. For example, a manager who feels threatened by a talented individual on their team who tries to sideline the individual by assigning them to pointless or low value work.

Setting Up To Fail

Delegating a direct report to an assignment where they are likely to fail. For example, a manager who accepts an unrealistic mission or goal who then assigns it to you. Setting up to fail can also involve a lack of experience, support, training, resources and authority that makes a work assignment more or less impossible.

Unjustified Assumptions

In some cases, managers feel that they have delegated work based on assumptions that haven’t been properly communicated. For example, assuming that someone is dedicated to a project because you invited them to a project meeting without communicating an actual work assignment or action item.

Production Jonathan Poland

Production

Production is the process of creating goods or services for the purpose of satisfying consumer demand. It involves a range…

Foot in the Door Jonathan Poland

Foot in the Door

The foot-in-the-door technique is a persuasion strategy that involves asking for a small favor or agreement first, before making a…

Talent Development 150 150 Jonathan Poland

Talent Development

Talent development is a critical aspect of organizational growth and improvement, and it focuses on the processes, strategies, and practices…

Brand Image Jonathan Poland

Brand Image

Brand image is the overall perception that consumers and the public have of a brand. It is the way that…

Cyber Security Jonathan Poland

Cyber Security

Cybersecurity is the practice of protecting computing resources from unauthorized access, use, modification, misdirection, or disruption. It is a critical…

Strategy 101 Jonathan Poland

Strategy 101

Business strategy is the set of actions and decisions that a business takes in order to achieve its goals and…

Leadership Development Jonathan Poland

Leadership Development

Leadership development is the process of helping employees develop the necessary skills and competencies to take on leadership roles within…

Commercialization Jonathan Poland

Commercialization

Commercialization is the process of introducing a new product or service into the market and making it available for purchase…

Key Performance Indicators Jonathan Poland

Key Performance Indicators

KPIs, or key performance indicators, are metrics that are used to measure the performance of a business or organization. These…

Learn More

Economic Security Jonathan Poland

Economic Security

Economic security refers to the ability of an individual or a household to meet their basic needs, such as food,…

Brand Vision Jonathan Poland

Brand Vision

A brand vision is a statement that paints a picture of the future your brand. Brand vision is the long-term…

What is Maker Culture? Jonathan Poland

What is Maker Culture?

Maker culture refers to a collection of subcultures that are centered around the creation and customization of technology and other…

Strategic Communication Jonathan Poland

Strategic Communication

Strategic communication is the deliberate planning, dissemination, and use of information to influence attitudes, beliefs, and behaviors. It is a…

Risk Mitigation Jonathan Poland

Risk Mitigation

Risk mitigation is the process of identifying, analyzing, and taking steps to reduce or eliminate risks to an individual or…

Management by Exception Jonathan Poland

Management by Exception

Management by exception is a management technique that involves automating standard processes and empowering teams to handle routine business conditions.…

Relationship Building Jonathan Poland

Relationship Building

Relationship building is the act of establishing and maintaining social connections with others. This is a crucial business skill that…

Process Automation Jonathan Poland

Process Automation

Introduction: Process automation refers to the use of information systems to automate business processes in order to improve efficiency and…

Product 101 Jonathan Poland

Product 101

A product is an item that is offered for sale. It can be a tangible good, such as a car…