Learn more about leadershipandmanagement with this collection
How to create a successful onboarding process
Why onboarding is crucial for customer retention
How to measure the success of onboarding
Project goal
Describe in one sentence the outcome you want to see for this project. This will help crystallize it for your teammate.
Don't describe your idea for a solution or a step-by-step process of the "how." It's important that the person you're delegating to choose their own method.
Set your teammate up for success with some tips:
- Who can your teammate talk to for helpful info?
- What are the big pitfalls to avoid?
- What big lessons have you learned from a similar project?
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You should reach out to me when…
Sometimes people will sit for days because they’re not sure if it’s okay to ask you for help something.
Make it easy for your teammate to know when and how to reach out to you. Specify which medium you prefer and what the trigger might be for them to reach out.
This ...
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Tailored delegation
Delegation sometimes feels like it will take more time, energy, and focus than just doing the project yourself. However, delegating is important as we want our teammates to be successful when they pick up bigger, visible projects. This requires some planning and ongoing support from us as manager...
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This will be a success when…
Your success metric will help your teammate know when the project is complete. The success metric should be time-boxed and not subjective.
Tell your teammate that you expect the project to be a stretch for them, but that's the point. You trust that they're capable and that they will let yo...
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I will support you by…
Get very clear on 2 - 5 actions you'll take to support your teammate while working on the project. Each type of support should start with a verb like, "Reading and giving you feedback on ..."
- Include what work you are not going to do.
- Identify which tasks you might have done in...
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Clarity and support for your teammate
The prep work to delegate tasks will help to create a safety net for your teammate and result in less work for you over time. However, you still need to protect your energy and time.
In the delegation template, finish these sentences:
- I will support you by…
- You should re...
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Other curated ideas on this topic:
How to break down a big project
At a start of a big project, it can be difficult to split up the work. You may not have all the information you need to define the steps.
How to get the necessary information to break down a big project:
- Call on colleagues wh...
3 steps that can help you make timely decisions
- Focus on the outcome. Decide what your goal is. Be able to describe it, in detail.
- Look at problems systematically. Consider the problem from all angles, including process, expectations, and resources. Talk to credible and reliable sources. Often, the people closest to...
The 4 Steps of Customer Discovery
- Define a Hypothesis: Form a hypothesis that defines both the problem & the solution. A way to frame this is to fill in the following sentence: My idea solves [insert problem] by [insert solution].
- Define Your Assumptions: In the hypothesis, ...
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