Learning to Delegate
For entrepreneurs who hate to give up control, these five tips will help you relax and learn to let others help out.
By Beth Schneider
| October 22, 2004
URL:
http://www.entrepreneur.com/management/leadership/learningtolead/article73350.html
Excuses, excuses. I've heard them all.
"It's faster if I just do it myself."
"I'm afraid I'll forget to tell them something
important."
"No one does it better than me."
"I don't know what to delegate."
"I can't afford to hire anyone."
"I'm too critical of other people's work."
"If I give up control over everything, things will start to
fall through the cracks."
Sound familiar? You know that in order to grow your business,
you need to grow your team. Yet as small-business owners,
there's something in us that fights against asking for help.
It's almost like there's some right of passage in being
able to "do it all" ourselves. But the reality is, you
can't do it all and focus on your strengths without
stretching yourself in too many directions.
Delegation is about handing over authority, and for many
small-business owners, that's a scary concept because you
don't know what will happen when you give up control. But the
good news is, delegating doesn't have to be scary-you have more
control than you think. Because when you've clearly defined
what's to be done and what the outcome should be, it's
difficult for a skilled assistant, employee or virtual assistant to
be unsuccessful. The key to controlling delegation is to establish
what the tasks are, how they should be completed and what the final
outcome looks like before you assign the task to
someone.
Now, no more excuses. Here are five steps, each with specific
actions you can take to develop your what, how and the final
outcome, to get you on the road to delegating effectively.
1. Determine what to give away and what to keep. First,
consider your strengths. What are you directly contributing to your
business that's making it successful? Those are the things you
should continue doing. The tasks that are outside your expertise or
those that could easily be performed by others are the first things
to delegate or give away.
One of my clients, who's in the insurance industry, found
that she was spending a lot of her time checking in with clients.
And while she really wanted to be in contact with her entire client
list on a regular basis, she didn't want to spend unnecessary
time with clients who didn't need her immediate attention.
So she decided to delegate her client "keep in touch"
calls to an assistant. Now her assistant makes each initial client
call. If she finds the client has a question or is interested in
more information, she adds their name to her boss's follow-up
list, who then calls the people on that list when she has time to
talk. Now she's only talking to those clients who really need
her, but all her clients are happy because they're contacted on
a regular basis.
Your Actions: Make a list of everything you do on
a daily, weekly or monthly basis. Then go through the list and
determine what's essential for you to keep doing and what can
be given away.
2.Create a plan. Consider what you need to accomplish and
how you want the task done. In order for delegation to be
effective, you have to be able to tell someone exactly what it is
you want him or her to do. Maybe "no one does it better than
you" because no one truly understands what you want done.
So plan out what needs to be accomplished and exactly how you
want it done.
Your Actions: Create your processes. Determine
what the final outcome should be and create the specific, detailed
steps needed to get there. Once you've hired someone to help
out, give that list of steps, along with any applicable files,
forms and checklists, to the person you've hired.
3. Hire the right person. The key to finding the right
person for the job is to determine what skill sets your position
requires. What do you really want someone to do for you? Are they
going to be taking care of administrative tasks? Are they focused
on marketing or sales duties? Are you looking for an analyst? Once
you know what skills you need, search for a person who has exactly
the skills you need. Don't just hire the first person who
happens to be available.
Your Actions: Look at the tasks being performed,
and decide what skill sets are needed. When interviewing
candidates, ask open-ended questions that allow you to discover if
that person has the expertise you're looking for. Remember to
ask people you know and trust for referrals of potential
candidates.
4. Assign results and accountability. One of the most
important steps to successful delegation is to plan ahead by
determining what the end results should be. Picture what you want
to be holding when those final deliverables are handed to you. Then
communicate those expectations. And remember, all expectations have
to be reasonable, clear and measurable. For example, you may want
to require that someone "complete a minimum of 30 sales call
per week" as opposed to just "complete sales
calls."
Accountability is not a bad word-there have to consequences if
the results you need are not being met. Because if the quotas,
goals or results you need aren't being achieved, it's you
and your business that will suffer.
Your Actions: Create specific goals, quotas or
outcomes that need to be accomplished by the person you're
delegating work to. Effectively communicate those expectations, and
create consequences if the results you expect aren't being
accomplished.
5. Check in from time to time. "Set it and forget
it." Some people think that rule applies to tasks that have
been delegated. I hate to burst your bubble, but people are human.
They make mistakes, they accidentally skip over things-they may
even drop the ball.
Instead of leaving them alone once you've assigned some work
to them, establish specific times you'll check in with them to
see how they're doing. You can set a regular appointment time,
such as Tuesdays at 2 p.m., when you'll sit for 15 minutes to
an hour and review regular duties, project milestones and answer
questions. Or you might select a specific point in the project
where you'll review their progress. For example, you might say,
"After you've called all 50 prospects, come see me so we
can discuss the feedback you've been getting from
them."
Checking in with your employees allows you to stay in the loop,
fix problems as they arise, and educate and develop the people
working with you. And setting specific times allow you the freedom
to focus on other things the rest of the time.
Your Actions: Establish a check-in schedule that
works for both you and your employee. And then be sure to touch
base when you say you will.
Beth Schneider, president of Process Prodigy, helps business
owners leverage the best business practices to help them build a
thriving business. Beth is also co-author of Inspiration to
Realization. To contact her, call (888) 584-5452 or e-mail her
at .
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