mastering the art of delegation
TRANSCRIPT
THE ART OF
DELEGATION
MASTERING
Questions
• Attendees are in listen-only mode
• This webinar is being recorded for future on-demand playback
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• Tweet questions & comments to: #WelchExpert
Windows Mac Tablet
Ground Rules
Presenters
Micheal Burch, CPA, CA, CFP Managing Partner – Welch LLP
www.welchllp.com
@WelchLLP
Darryl PraillProtagonist – My Lead Agency
http://www.myleadagency.com
@ohpinion8ted
Doug Jordan, MBAPrincipal / Owner – AFS Consulting
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
www.welchllp.com
@WelchLLP
Darryl PraillProtagonist – My Lead Agency
http://www.myleadagency.com
@ohpinion8ted
Doug Jordan, MBAPrincipal / Owner – AFS Consulting
http://www.afsconsulting.ca
@Doug_AFSCo
Audience Q & A