Delegation checklist

1. v
DELEGATION STEPS COMPLETED
1 Specify responsibilities
Describe the task(s) that you are delegating to your
employee explicitly and clearly.
2 Specify expected results
Identify and explain the required outcomes for the delegated
task(s) to your employee.
3 Specify expected reporting
Explain your reporting expectations for the delegated task(s).
This should include the key information that you want to
know, the format of reporting that is required, and the
expected frequency of reports.
4 Specify degree of authority
Explain the decisions that your employee will be able to
make related to the task(s), and provide an overview of
decisions that should be escalated to you or another member
of staff.
5 Check full understanding
When you check your employee’s understanding, do not use
yes-no questions. Instead, ask the employee to summarize
their understanding of the delegated task(s), your reporting
expectations, and the expected outcomes.
6 Watch for full understanding
Observe your employee as they begin to complete the
delegated task(s), to ensure that they have understood and
are meeting all of the requirements.
DELEGATION CHECKLIST

2. 7 Plan your feedback
Consider what your feedback for the employee will be based
on: outcomes or methods of working. Many employees prefer
to have specified outcomes, with the freedom to select their
own ways of working to complete the task.
8 Provide feedback
Provide feedback early to clarify expectations and ensure
that any issues are resolved quickly. Give encouraging and
positive feedback.
9 Maintain your responsibilities
Ensure that you arrive on time for arranged meetings and
calls. Respond to all reports or queries that your employee
sends you.
10 Monitor post-feedback behaviour
When you have given feedback, continue to observe your
employee to ensure that they act on your feedback and their
performance meets your expectations.