Effective Delegation Process and Worksheet
Review our three-step delegation cycle and principles for effective delegation. Then, use our delegation worksheet to communicate assignments clearly.
Delegation
Whether you’re managing a single team or an entire organization, delegating well requires three things: clearly defining success and expectations, staying engaged along the way, and creating accountability on the back end, all while adapting to fit the context.
Where to Start
How to Get Aligned on Expectations
Setting and aligning on expectations is the starting point for all things management—whether you’re hiring, setting goals, delegating projects, or evaluating performance. Here are three simple steps for getting aligned on expectations.
MOCHA Framework: How to Assign Responsibilities
Try our “MOCHA” model (Manager, Owner, Consulted, Helper, Approver) to establish clear roles on projects.
Additional Resources
Check Your Bias and Improve Results with PTR
Learn about PTR, a tool that can help you focus on what really matters so that you can mitigate bias and get to better outcomes.
Examples of PTR in Action
Check out some examples of PTR in action, and how to manage towards your requirements with your preferences and traditions in mind.
MOCHA Framework: How to Assign Responsibilities
Try our “MOCHA” model (Manager, Owner, Consulted, Helper, Approver) to establish clear roles on projects.
Making MOCHA Work For You (Videos!)
Check out these videos that answer some frequently asked questions about MOCHA.
Sample Email to Introduce the MOCHA Model
Here’s an email you can use to introduce our MOCHA model for clarifying project roles and get everyone using the same vocabulary.
Defining Your Approach Worksheet
Project leaders and managers: use this worksheet to figure out how engaged you’ll be in a project you’re delegating.
How to Get Aligned on Expectations
Setting and aligning on expectations is the starting point for all things management—whether you’re hiring, setting goals, delegating projects, or evaluating performance. Here are three simple steps for getting aligned on expectations.
Effective Delegation Process and Worksheet
Review our three-step delegation cycle and principles for effective delegation. Then, use our delegation worksheet to communicate assignments clearly.
Debriefing Template
By debriefing at the end of a project, you can capture lessons learned to ensure even better results next time. This template will help you ask the right questions.
Decide What to Delegate With Comparative Advantage
When looking for work you can delegate, ask yourself: what are the areas where you can make the greatest impact and leverage your strengths? Use comparative advantage to decide what work you should own and what you should delegate.
Comparative Advantage Worksheet
Use this comparative advantage worksheet to decide what work you should own and what you should move off your plate, either through delegation or deprioritization.
How to Avoid the Delegation Boomerang
The delegation boomerang can undermine the work, your team, and your management. Here are tips for dodging it (while still supporting your staff member to do the work!).
Delegation Boomerang FAQ
Check out these frequently asked questions about avoiding the delegation boomerang.
How to Transfer and Instill Ownership
Someone’s feelings of responsibility and autonomy over their work is a crucial part of their success. Here are five tips for helping your staff person feel a sense of ownership.
Stop Micromanaging: A Guide for Managers
Are you an effective manager or a micromanager? Learn the difference and take steps to build a culture of trust and accountability with your staff.
Probing Questions to Get Beneath the Surface
To help you monitor progress and understand how work is really going, here are some probing questions that will help you get beneath the surface.
MOCHA: Frequently Asked Questions
Here are some of the most common questions we hear about MOCHA roles and implementation.
Project Planning Template: Step-by-Step Guide
For complex projects, it’s helpful to have a written plan that lays out “who will do what by when,” including interim deadlines for smaller components.
Common Choice Points
Here is a list of some of the most common choice points, or key decision-making opportunities, managers face that may have equity and inclusion impacts.
Revisa tus prejuicios y mejora tus resultados con PTR
Si alguna vez ha tomado una decisión—desde la forma de comunicar anuncios importantes al personal hasta lo que ha comido en el desayuno—ha utilizado el PTR. PTR, que significa preferencias, tradiciones y requisitos, es una herramienta que puede ayudarle a centrarse en lo que realmente importa para que pueda mitigar el sesgo y llegar a mejores resultados.
Hoja de trabajo sobre la ventaja comparativa
Utiliza esta hoja de trabajo de ventaja comparativa para decidir qué trabajo debe ser suyo y qué debe dejar de serlo, ya sea por delegación o por despriorización.
Hoja de trabajo para la delegación
Líderes y gerentes de proyectos: utilice esta hoja de trabajo cuando delegue un nuevo proyecto o responsabilidad para ponerse de acuerdo sobre las expectativas, los recursos, las limitaciones y la forma de revisar el progreso.
Use Slices to Delegate Effectively without Micromanaging
A key component of the delegation cycle is finding strategic ways for the manager to stay engaged. This article helps managers and staff align on where to check in over the course of a project.
Plantilla de Evaluación o Informe
Al realizar un informe o evaluación al final de un proyecto, puedes identificar las lecciones aprendidas para garantizar resultados aún mejores la próxima vez. Esta plantilla te ayudará a hacer las preguntas correctas.
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