Coaching Tip – Delegation in 5 Steps

Written by Pam Solberg-Tapper

Last updated on Sep 30, 2022

Sections of this topic

Men in an office laughing while looking at a laptop

Many of my coaching clients have trouble delegating. It’s an essential skill of managers and leaders because delegation frees up time as well as develops people.

Here is a simple 5 step delegation model to assure what you delegate meets your expectations.

1. Identify the need – What are you doing that someone else could do? What gaps need to be filled? What is important that is not getting done?

2. Identify the person – Who has the appropriate skill set? Who needs to be developed?

3. Meet with the person and partner to create the delegation plan

Let them know why you chose them

Communicate what entails a successful outcome

What are the non-negotiables – budget, time, new equipment, people resources?

What are the performance standards/expectations?

At what milestones/dates will the person report back progress to you?

4. Have the person implement the delegation plan

5. Follow up with support and coaching

Be sure to check-in if milestones/dates are missed

Acknowledge a job well done as appropriate

For more resources, see the Library topic Personal and Professional Coaching.

Pam Solberg-Tapper MHSA, PCC – I spark entrepreneurial business leaders to set strategy, take action, and get results. How can I help you? Contact me at CoachPam@cpinternet.com ~ Linkedin ~ 218-340-3330

Pam Solberg-Tapper

Recommended for you

How to Start Your Private Peer Coaching Group

Introduction Purpose of This Information The following information and resources are focused on the most important guidelines and materials for you to develop a basic, practical, and successful PCG. The information is intended for anyone, although it helps if you have at least some basic experience in working with groups. All aspects of this offering …

Leadership Skills

What Makes for An Effective Leader?

© Copyright Sandra Larson, Minneapolis, MN. Sandra Larson, previous executive director of MAP for Nonprofits, was once asked to write her thoughts on what makes an effective leader. Her thoughts are shared here to gel other leaders to articulate their own thoughts on what makes them a good leader. Also consider Related Library Topics Passion …

Leadership Skills

How to Design Leadership Training Development Programs

Written by Carter McNamara, MBA, Ph.D., Authenticity Consulting, LLC. Copyright; Authenticity Consulting, LLC (Note that there are separate topics about How to Design Your Management Development Program and How to Design Your Supervisor Development Program. Those two topics are very similar to this topic about leadership training programs, but with a different focus.) Sections of …

Leadership Skills

What is the One Best Model of Group Coaching?

Group and team coaching are fast becoming a major approach in helping more organizations and individuals to benefit from the power of coaching. There are numerous benefits, including that it can spread core coaching more quickly, be less expensive than one-on-one coaching, provide more diverse perspectives in coaching, and share support and accountabilities to get …

Leadership Skills

Avoiding Confusion in Learning and Development Conversations

It’s fascinating how two people can be talking about groups and individuals in almost any form of learning and development, but be talking about very different things. You can sense their confusion and frustration. Here’s a handy tip that we all used in a three-day, peer coaching group workshop in the Kansas Leadership Center, and …

Leadership Skills

Reflections on the Question: “Is it Group or Team Coaching?”

I started my first coaching groups in 1983 and since then, have worked with 100s of groups and taught hundreds of others how do design and coach/facilitate the groups. I’ve also read much of the literature about group and team coaching. Here are some of my lessons learned — sometimes painfully. 1. The most important …

Leadership Skills

Single-Project and Multi-Project Formats of Action Learning

In the early 1980s, I started facilitating Action Learning where all set members were working on the same problem or project (single-project Action Learning, or SPAL). My bias in Action Learning has always been to cultivate self-facilitated groups, somewhat in the spirit of Reginald Revans’ preferences for those kinds of sets, too. However, at least …

Leadership Skills

The Applications of Group Coaching - Part 2

In Part 1, we described group coaching, starting with a description of coaching and then group coaching. We also listed many powerful applications of group coaching. Basic Considerations in Designing Group Coaching It is very important to customize the design of group coaching to the specific way that you want to use it. There are …

Leadership Skills

6 Steps to Resolving a Level 1 Disagreement

A disagreement arises in a meeting you are facilitating. This is an inevitable scenario in many types of meetings where a group needs to come to critical decisions - such as strategic planning or issue resolution sessions. How do you - the person in the room responsible for building consensus - resolve it without breaking group dynamics or creating a tense environment of division? It's a tough job, but you can (and need to) do it. Here's one way to resolve the disagreement.

Leadership Skills

Empowering Action Learners and Coaches: Free Online Resources

(The aim of this blog has always been to provide highly practical guidelines, tools and techniques for all types of Action Learners and coaches. Here are links to some of the world’s largest collections of free, well-organized resources for practitioners in both fields.) The Action Learning framework and the field of personal and professional coaching …

Leadership Skills

Action Learning Certification: Exploring Independent Standards

The field of personal and professional coaching has a widely respected and accepted, independent certifying body called the International Coach Federation. It is independent in that it does not concurrently promote its own model of coaching — it does not engage in that kind of conflict of interest. There seems to be a mistaken impression …

Leadership Skills

Effective Recording Techniques: Capturing Information

As a meeting facilitator, you must employ several techniques for recording information in a session to make it a manageable process. When you are gathering input, ideas, and issues from your group at warp speed, it will inevitably be challenging and tedious. Here are a few methods to make the process easier.

Leadership Skills

What March Madness teaches us about facilitation

Here we go. It's now down to the Final Four in this year's NCAA March Madness. As I analyze the four remaining teams and highlights of their seasons (and take a look at my butchered bracket!), I think about how March Madness and - more importantly - the game of basketball really does embody what we know about facilitation. Let's consider that thought for these reasons.

Leadership Skills

What kind of a Tough Leader are you?

Alan Frohman Articles, books and experience identify at least two types of tough leaders. Each is demanding, but in very different ways. The first type is described in these terms: Critical Judgmental Lacks compassion Micromanaging Disrespectful They rarely view themselves that way. But that is how their people describe them. They see themselves as being …

Leadership Skills

6 Things You’ll Hear in an Unprepared Meeting

Many times, we, as facilitators, are not prepared (or ill prepared) for meetings, and that leads to some horrific results – including those feelings you experienced while watching a fellow facilitator suffer through a meeting. What are some things you'll hear in an unprepared meeting? Look out for these words. And, don't let this happen to you.

Leadership Skills

Get the latest Business News

Coaching Tip – Delegation in 5 Steps