3c3a: Using Delegation Checklist

When I try to delegate a job to people, I mostly consider their skills, where they want to go, the timeline of the work, the risk of the person failing, and how mature I am at that piece of work so I can help the person. I know there are more systematic ways and more things to consider. I mostly leaned on my biases in these delegation decisions and failed. I researched and asked my mentor and a few other leaders around me. Most of the time, the result was what I was already doing. I couldn’t find any systematic way that can apply to my position as an engineering manager. Whenever my quick internet research doesn’t give satisfying answers, I turn to my small library. This time, I found a great set of questions (in Management 3.0 book) to use as a framework. Answering these questions before delegating a piece of work should eliminate all my biases and give me the right mindset.

  1. Is the risk factor of delegating this work adequately addressed?
  2. Do the people have the right empowerment skills and discipline?
  3. Have you considered and selected the right level of authority?
  4. Have you considered the question of delegating to individuals or teams?
  5. Is what you are delegating a discrete chunk of work?
  6. Do the people have the skills to do this particular kind of work?
  7. Do the people have the right format for the work products to use?
  8. Do the people have the tools necessary to be successful?
  9. Do the people know what the results should look like?
  10. Did you set the boundary conditions for the work (for example, budget, time, resources, and quality)?
  11. Do the people know when the work is due?
  12. Do the people know what progress looks like?
  13. Do the people know how often to report to you on progress (adhering to interim milestones)?
  14. Is someone available (you or another person) to coach or mentor the people in case they need help?

If you're unfamiliar with Zettelkasten: These notes are atomic. The aim is to have one idea in a note. The connections between notes are as important as the notes themselves.

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