Five Steps to Successful Project Delegation
Delegation in practice
I was working at my desk not long ago when I had the realization that it was so late that I had actually just started the regular work day for my team in Asia. I had been working these US/Asia double shifts for so long that my frustration, with the project and with my team, was rising. However, the team was bewildered by my reaction. They were doing everything I assigned to them. How could I be upset?
What indeed! I had fallen into an all too common trap. While I thought I was delegating, I was actually just assigning tasks and retaining ownership of everything. I needed to make big changes - and fast. I started to look at the times projects worked, seemingly without my intervention and when they didn’t. The solution jumped out clearly. I needed to delegate! Below are the five steps to successful delegation.
1. Clearly define the task. What needs to happen? What’s the desired result?
2. Select the team or individual that you want to accomplish this result.
3. Third, tell the individual what’s being delegated to them. It’s also important to let other people in the organization know that this person is now responsible for the task, so they know not to keep coming to you about it.
4. Maintain a monitoring system, so you can ensure that they’re not getting off-track.
5. After the task is done, complete a final review. Look at lessons learned and ways to improve moving forward.
These five steps are logical enough - the key is putting them into practice. I started with the project that caused the most work hours for me. I looked at my Asia team to determine who had the ability to lead the team on-site, then, before assigning the team member the task, I set clear objectives and goals. Successful delegation requires a clear end result.
I found that Helen had strong skills and a willingness (as well as bandwidth) to take on additional responsibilities. Now that I had the right person, I had to provide the authority needed so she could actually achieve it. This is a vital point. Trying to retain authority while expecting her to deliver will never work. You may also need to teach her how to do what you want her to do. You can’t just delegate and walk away. You must ensure that the rest of the team understands this shift in ownership.
Once you’ve delegated, you’ll need to monitor progress. Look at the plan and make sure there are some scheduled goals and meetings to ensure that the tasks are done. I usually do this in a one on one meeting. This is a scheduled time for us to talk about anything that may be of concern: upcoming due dates, milestones, etc. These discussions provide an excellent framework for feedback and to provide direction. Give your team the objectives and the clear goals needed to keep them on track. Provide encouragement. High morale helps make sure that people are making forward progress. A good way to do this is by monitoring with milestones.
Create small, interim deliverables to serve as checks-and-balances on the forward movement of a larger task. These milestones can provide a self-regulating form of monitoring, and a basis for progress reports (1:1 sessions).
What happens when you do have problems? You need to learn to manage by exception. When it comes to delegating, you need to keep it organized. Make sure you know where they are and that they know and can track their milestones. In my case, when Helen started slipping on a key deliverable, we worked closely together until she was back on track. It was difficult for me, personally, because I just wanted to fix it. In the short term, it would have been much faster to simply fix it and hand it back. However, I wanted Helen to retain authority over the Asia team - this required her to find the solution and implement it. How?
Develop a structure. If the people you’re delegating to are having trouble help them, train them. Establish the monitoring systems we talked about. Have these milestones in place so that the task can be kept on track. Keep your virtual door open. Make sure that they know that if they run into a problem, they can contact you. This extra effort should be short term and the long term benefits are many. They include not only the deliverable at risk, but the entire delegated ownership and who knows - bigger and better projects in the future. With Helen, that was the case. She overcame the short term concern and the project went on to deliver on time. Even better, I was back to just working the USA day shift!
Ultimately, performance and deliverables are in your control. Are you ready to make it happen? Go to http://www.delegatesuccess.com and take the readiness quiz.