Mastering the Art of Delegation

THE ART OF

DELEGATION

MASTERING

Questions

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Windows Mac Tablet

Ground Rules

Presenters

Micheal Burch, CPA, CA, CFP Managing Partner – Welch LLP

mburch@welchllp.com

www.welchllp.com

@WelchLLP

Darryl PraillProtagonist – My Lead Agency

darryl.praill@myleadagency.com

http://www.myleadagency.com

@ohpinion8ted

Doug Jordan, MBAPrincipal / Owner – AFS Consulting

djordan@afsconsulting.ca

http://www.afsconsulting.ca

@Doug_AFSCo

Personal stories

What we will cover today

Common Barriers Consequences of not

delegating

BenefitsStrategies to get startedWhat not to

delegate

Delegating responsibly Resources Q & A

Personal Stories

Common Barriers

Lack of trust

Seems easier/faster to do the work yourself

No one to delegate to

Not sure how

Consequences of not delegating

Burn out

Tasks won’t get done

You’ll slip on your key responsibilities

Preventing yourself from becoming an

efficient leader

Not taking advantage of extensive

knowledge of staff

Benefits

Frees up your time & mental bandwidth

Opens up opportunities for growth

Empowers staff & contractors

Long-term investment

Strategies to get started

Hire the right people

Decide what tasks can be handed off

Determine a budget for the task (money,

time, manpower)

Give clear instructions

Trust your employee & LET IT GO!

“It’s not about making the decisions for them. Develop their critical

thinking skills so they become better at intervening in their own

situations.”- Jeffrey Pfeffer, Professor of Organizational Behavior at Stanford University

What not to delegate

Tasks that involve vision

Tasks that are highly sensitive /

confidential in nature

Delegating responsibly

Delegate meaningful tasks

Offer realistic deadlines / expectations

Develop quality relationships with your

subordinates

Don’t evade responsibility – stand behind your

team’s mistakes

Resources

Extra / Alternative Help:

Virtual admins & Contractors

Virtual CFO

Articles:

Harvard Business Review – Why Aren’t you Delegating?

hbr.org/2012/07/why-arent-you-delegating

Harvard Business Review – Who’s Got the Monkey?

hbr.org/1999/11/management-time-whos-got-the-monkey

Harvard Business School – Do you know when to delegate?

http://hbswk.hbs.edu/archive/4355.html

Micheal Burch, CPA, CA, CFP Managing Partner – Welch LLP

mburch@welchllp.com

www.welchllp.com

@WelchLLP

Darryl PraillProtagonist – My Lead Agency

darryl.praill@myleadagency.com

http://www.myleadagency.com

@ohpinion8ted

Doug Jordan, MBAPrincipal / Owner – AFS Consulting

djordan@afsconsulting.ca

http://www.afsconsulting.ca

@Doug_AFSCo

Audience Q & A