how to delegate

work smarter

“To make sure that your investment in an intern, contractor, or employee pays off, follow these strategies:

1) Block out specific tasks and timelines before you hire
Prior to bringing someone on, clarify exactly what you want him or her to do. “Help with administrative tasks” isn’t specific enough. Think of specific job responsibilities and outcomes such as “write monthly newsletter,” “follow up with clients,” or “organize events.” Then estimate about how much time you think these activities will take. (Make sure to plan for more time than they would take you, since you’re the pro.)
Once you’ve define the specific activities, you should start to get a sense of how many hours a week you need someone to work for you or if you only need help around certain times, such as the holidays or a big conference. This clarity on what exactly you expect others to do for you will help you look for the right skill set and hourly commitment (and give you something to measure against after you hire).

2) For the first few weeks: you’re the teacher
If you’ve found someone who is smart and eager to learn, you can expect that in time she will have the capacity to act on her own. But at the beginning, you need to slow down and explain the action steps required for each assignment. This means not making assumptions about what she knows or doesn’t know, providing both good and bad examples, and offering to review work when it’s still in the initial stages.
This keeps the person you manage from heading down a divergent path or producing work that you need to redo. Your new hire can be the most entrepreneurial self-starter in the world, but if you don’t take the time to teach her the ropes, you put her in a position to fail. Remember: delegate, but don’t abdicate.

3) Establish a communication rhythm
Constant interruptions with questions throughout your day have a huge negative impact on productivity. Conversely, never knowing the status of projects can leave you on edge. From the beginning, set expectations for when you both should communicate with each other. It’s likely the work will determine the frequency of status updates. For example, weekly one-on-ones work with some individuals, while others will need check-ins daily or multiple times a day. Clarify how frequently you want communication and the mode that will work best, such as e-mail, instant message, phone, or in-person meetings. This puts your mind at ease and helps set expectations for your new hire.

4) Track the tasks
It’s very easy for to-do items to get lost or forgotten in the swirl of activities. One of the best ways to ensure that what you delegate gets done is to set up a tracking system. This could look like a shared document, task list, or project management program. The tool isn’t as important as the purpose of both you and the person you hired having a clear understanding of what needs to get done and if it has been accomplished.

5) Give feedback, early and often
Not telling someone that something she’s doing or not doing is driving you crazy until you’re ready to fire her is not helpful to you or to her. Give feedback early and often about what’s going right and about areas where you would like to see improvement. Set up monthly lunches or quarterly meetings where you can each focus on the big picture of what is working and what isn’t. When you give ideas for growth, keep your focus on specific enhancements that can be made to the work instead of giving blanket judgments of the work, and even more confidence-busting, criticisms of the person’s character.”

Elisabeth Grace Saunders founder of Real Life & Time Coaching & Training

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