Before Delegating

• [ ] Clearly define the task or project to be delegated
• [ ] Identify team member(s) with appropriate skills and capacity
• [ ] Determine the level of authority being delegated
• [ ] Set clear expectations for outcomes and deadlines

During Delegation

• [ ] Explain the context and importance of the task
• [ ] Provide necessary resources and access
• [ ] Clarify reporting requirements and check-in points
• [ ] Confirm understanding through questions and feedback
• [ ] Document key decisions and expectations

After Delegating

• [ ] Schedule regular check-ins
• [ ] Be available for questions and support
• [ ] Avoid micromanaging while maintaining accountability
• [ ] Provide constructive feedback
• [ ] Acknowledge and celebrate successes

Common Pitfalls to Avoid

• Delegating without clear instructions
• Failing to provide necessary resources