delegation

Mon 31 July 2023
Effective prioritization is essential for achieving success and developing a competitive edge in organizations. The implementation of an efficient prioritization management process is critical to optimize productivity, streamline operations and best utilize available resources. 

Why do other teams work the same amount of time, but yield greater results? How can my team use resources effectively and meet deadlines consistently? 

Developing an effective process to prioritize tasks involves more than arranging tasks in order of importance. A well-designed approach considers various factors such as complexity, resource availability, impact on the organization, and relation to other tasks. Crafting a system that is tailored to the specific goals of the organization can allow leaders to direct their teams toward success. 

Here are some key components to consider when creating an effective prioritization model. 

  1. Reflect on the Team's Objectives: Understanding the goals of the team and the company as a whole will keep in mind the bigger picture. From here, you can align your priorities in the direction of the organization to ensure all business values are adhered to. 

2. List Tasks: Create a comprehensive list of tasks that need to be completed to visualize everything. All tasks can be placed in different categories based on their importance and urgency. Tasks that are incredibly time-sensitive and important can be included in one group and create similar groups for tasks that lessen in time sensitivity and importance. 

3. Determine Task Dependencies: Identify tasks that must be completed before starting other tasks. Ensure that tasks with dependencies are prioritized before their dependent tasks. 

4. Consider Resources and Constraints: The availability of resources is extremely important when prioritizing tasks. Consider time, budget, and manpower requirements when considering each task. Assess whether each task can realistically be completed given the available resources. 

5. Avoid Overloading: Assigning too many tasks to team members can lead to burnout and overall decreased productivity. When delegating tasks it is important to be realistic about the number of tasks assigned to individuals and teams. 

6. Establish Deadlines: Specify realistic deadlines for tasks based on their predetermined levels of urgency and importance. Ensure that these deadlines take into account the dependencies identified in the previous step as well. All deadlines should be communicated to team members, relevant managers, and any other pertinent stakeholders. 

7. Gather Team Member Insights: After establishing deadlines get input from team members on the prioritization of tasks. Team members might have key insights into the complexity of each task. This step is valuable in ensuring that individuals and teams can handle tasks as additional insights can ensure that time constraints are appropriate. 

8. Utilize Management Software: Incorporate software to help organize tasks effectively. Tools can be helpful when keeping track of upcoming deadlines, task progress, and even individual team members' performance. 

9. Evaluate and Adjust Regularly: Goals, resources, or other factors may shift over time and affect how tasks are prioritized. Evaluate task priorities regularly to ensure that tasks continue to be aligned with the evolving goals of the organization. 

10. Communicate Clearly: Articulate all tasks effectively to team members and ensure that they understand the importance of the priorities. Communicating clearly mitigates misunderstandings and focuses on goals. 

Recognize that in dynamic work environments, priorities should mirror the ever-changing landscape. While priorities are essential, being flexible is important when handling unforeseen changes or emergencies. Prioritizing may be perceived as a rigid structure for organizing tasks, however, adaptation is an important aspect that must be implemented in real-world applications. 

Remember, effective task prioritization is aligned with the organization's overall goals. Continuing to adjust and optimize the prioritization system can enhance productivity and achieve optimal results in the workplace. 

When discussing prioritization, delegation is another important skill to implement. Delegation can develop employees' skills, allow managers to focus on higher-level responsibilities, and ultimately increase team productivity. Here are some important guidelines for productive delegation. 

  • Identify Tasks to Delegate: Determine which tasks require critical decision-making and which can be delegated without compromising quality. Delegate tasks that provide learning opportunities for team members while allowing you time for more strategic work.

  • Play to Team Members Strengths: To effectively delegate, it is crucial to recognize the strengths of team members. Understanding each individual's skills and expertise will guide you in delegating appropriate tasks that best align with their abilities. Delegation can also serve as an opportunity to develop skills for team members. Creating these growth opportunities can strengthen the team as a whole. 

  • Set Clear Expectations: Clearly communicate desired outcomes and expectations for each delegated task. Communicate specific deadlines, quality standards, and any task constraints. 

  • Provide Resources: Ensure team members have the necessary support and tools to complete the delegated tasks effectively. Identify steps they can implore if they are struggling throughout the process. 

  • Establish Check-ins: Set up regular progress checkpoints, offer guidance, and provide feedback. These meetings can be used to address any issues that arise and ensure sufficient progress is being made. 

  • Encourage Questions: Foster an open environment where team members feel comfortable asking questions and seeking clarification. This can be achieved through avoiding micromanagement and asking for their feedback as well. These initiatives can build trust and open dialogue for them to share their perspective. 

  • Recognize Efforts: Acknowledge the hard work of all team members and celebrate accomplishments. Positive reinforcement builds motivation, confidence, and commitment to the tasks. 

  • Reflect on Experiences: Regularly take time to reflect on your delegation and assess what can be improved upon in future delegation efforts. Be open to delegation feedback from team members too. Gathering feedback can generate new ideas for implementing more effective delegation practices. 

  • Defend Team Decisions: At times, team members may make decisions within their delegated tasks that create tension with executives. When responsibilities are delegated, managers must support their team. Delegation can be used as a tool for the development of skills and provide growth opportunities. Team members must feel comfortable their manager will support them to other executives as this will build team strength. 

Implementing strong delegation techniques along with task prioritization will create systems that allow effective time utilization. A system that incorporates both strategies can provide growth opportunities for your team, utilize resources effectively, and successfully manage deadlines. 


Fri 26 January 2024
Change is inevitable and often necessary, but that doesn’t mean it’s easy—especially for your team of employees. When processes are updated or reworked, you may face pushback, confusion, and frustration from your team. 

Even when a lot of work is done into analyzing and improving your processes, all that work is for nothing if people don't adopt and follow the new standards. That’s why it’s important to have a plan in place to implement new processes and get employees on board from the start. 

How can you guide your employees through accomplishing tasks for their current responsibilities while adding in a new tool that the company has acquired for use?

Understanding the Dynamics of the New Tool

To effectively lead a team through the integration of a new tool, a manager must first gain a comprehensive understanding of its dynamics. Beyond merely grasping its functionalities, the manager should discern how the tool aligns with the current workflow. Workshops, training sessions, and identification of key features that enhance efficiency are essential steps in this understanding process.

Anticipating and Tackling Resistance

Resistance to change is a common hurdle when introducing new tools. A proactive manager anticipates this resistance and addresses it head-on by fostering an open communication culture. By highlighting the benefits of the tool, showcasing its ability to simplify tasks or improve outcomes, and encouraging feedback, a manager can mitigate resistance and build team buy-in.

In-depth training is paramount for a seamless transition. Managers should prioritize providing numerous opportunities for team members to acquire the necessary skills. This can involve arranging training sessions led by experts, offering online courses or certifications relevant to the tool, and creating a supportive environment for peer-to-peer learning within the team.

Tailoring Integration Plans to Team Roles

Recognizing the diversity of roles within the team, a manager should tailor integration plans accordingly. Collaboration with team leads to create role-specific implementation strategies and providing targeted training based on individual responsibilities are crucial steps. This approach ensures a more personalized and effective integration for each team member.

Integration of a new tool can potentially disrupt existing workflows if not managed carefully. Managers must anticipate these disruptions and develop strategies to mitigate them. Gradual implementation, starting with less critical tasks, and having contingency plans in place for unexpected issues can help minimize disruptions and maintain productivity.

Achieving a balance between ongoing responsibilities and the adoption of new tools is crucial for a smooth transition. Here's how you can manage this delicate equilibrium:

1. Prioritize and Delegate:
  • Identify critical tasks that require immediate attention and focus.
  • Delegate responsibilities effectively, ensuring the workload is distributed efficiently.

2. Monitor Progress:
  • Regularly check in with team members to gauge their progress with the new tool.
  • Address any challenges or roadblocks promptly to prevent disruptions.

3. Foster Collaboration:
  • Encourage collaboration among team members to share insights and tips on using the new tool.
  • Create a supportive environment where team members help each other navigate the transition.

Celebrating Milestones and Recognizing Efforts:

Acknowledging achievements and efforts throughout the transition is vital for maintaining team morale. Managers should take the time to celebrate milestones and recognize the hard work put in by the team. Establishing a system for acknowledging individual and collective achievements, organizing team-building activities, and reinforcing a positive mindset by emphasizing the long-term benefits of mastering the new tool contribute to a motivated and engaged team.

Successfully leading a team through the integration of a new tool demands a multifaceted approach. Managers must not only understand the tool's dynamics but also proactively address resistance, provide comprehensive training, tailor integration plans to team roles, manage potential disruptions, establish a support system, and celebrate achievements. By adopting these strategies, leaders can guide their teams through the challenges of change, ensuring a smooth and efficient transition in the dynamic landscape of Fortune 500 companies.


Fri 26 July 2024
Transitioning into a leadership position at work can be a challenging yet rewarding experience. For John, who recently took on a new role in his company, this journey has been filled with both excitement and nervousness. As he steps into his new position, he understands that taking control of his transition is key to making it successful.

John’s transition began with a mix of enthusiasm and anxiety. He knew that to make the most of this opportunity, he needed to be proactive and dedicated. The initial phase was overwhelming, filled with new faces, unfamiliar processes, and a steep learning curve. However, John’s drive to excel fueled his determination to turn this challenge into a triumph.

Taking Ownership of Your Transition

John's first step was to take ownership of his transition. He understood that waiting for guidance wasn’t an option; instead, he had to actively seek out the resources and support he needed. Here’s how John approached this:

  1. Be a Proactive Mentee and Trainee: John reached out to his mentors and colleagues who were well-established in the group. He asked questions, sought feedback, and showed a genuine interest in their experiences. By positioning himself as an eager learner, John was able to gain valuable insights and advice.
  2. Build Relationships with People: Understanding the importance of networking, John made it a point to connect with those who were in roles similar to the one he aspired to. These connections not only provided him with practical knowledge but also helped him feel more integrated into the team.
  3. Invest Extra Time: John knew that the transitional phase would demand more from him than his usual workload. He dedicated extra hours to understand the nuances of his new role, attending additional meetings and working late to get up to speed. While it was exhausting, John remained focused on his long-term goals.

Transitioning into a new group or position often demands additional time and effort, and understanding why this is crucial, as well as knowing when to start delegating, is key to a smooth and successful adjustment. Initially, extra hours are essential due to the steep learning curve associated with a new role. This period involves mastering unfamiliar processes, systems, and the company culture, all of which require a significant investment of time. By putting in extra hours, employees can better absorb information, gain familiarity with their tasks, and develop the skills needed to perform their job effectively. 

Additionally, this time investment is crucial for building relationships with new colleagues, mentors, and stakeholders. Engaging in networking opportunities and attending meetings can help in establishing rapport and integrating into the team, which is vital for long-term success.

Demonstrating a willingness to invest extra time signals commitment and dedication, positively impacting how one is perceived by the new team and supervisors. As one progresses in their transition and gains a solid understanding of the new role, it becomes important to assess when to start delegating tasks. 

Knowing When to Start Delegating

  1. Assessing Workload: As John progressed in his transition and became more familiar with his new role, he made it a priority to evaluate his workload. He realized that when he consistently felt overwhelmed or noticed that his additional hours were starting to affect his work-life balance, it was a clear indication that it might be time to start delegating tasks. John understood the importance of recognizing these signs early to manage his stress and maintain his efficiency.
  2. Achieving Competency: John worked diligently to gain a solid understanding of his new role and to handle his core responsibilities effectively. Once he felt confident in his abilities and had a firm grasp on the nuances of his position, he began to assess which tasks could be delegated. John knew that reaching a level of competency was crucial before sharing responsibilities with others.
  3. Prioritizing Strategic Focus: John observed that spending excessive time on routine or operational tasks was detracting from his ability to focus on strategic goals and higher-priority projects. He recognized that delegating these routine tasks would allow him to concentrate on areas where he could add the most value, thereby enhancing his contribution to the team’s success.
  4. Building Team Capability: For John, delegation was not just about alleviating his own workload; it was also an opportunity to empower his team. He saw that by entrusting capable team members with additional responsibilities, he could help them grow professionally. John found it rewarding to watch his colleagues take on new challenges and become more effective contributors to the team’s overall success.
  5. Setting Up for Success: Before delegating tasks, John ensured that his team had the necessary resources, training, and support. He understood that successful delegation required clear communication, setting expectations, and providing guidance. By doing so, John aimed to ensure that tasks were completed successfully and that his team was well-prepared for the responsibilities he assigned.

Initially, John invested significant time to acclimate to his new role and build a strong foundation. He knew that this extra effort was important for understanding his responsibilities and establishing himself within the team. As John became more settled and established in his position, he began to focus more on delegation. This shift allowed him to manage his workload efficiently, concentrate on strategic goals, and support the development of his team members.

By balancing the extra hours required at the start of his transition with effective delegation, John was able to manage his responsibilities more effectively. This approach set the stage for long-term success by enabling him to focus on strategic objectives and foster his team’s growth, ensuring a smooth transition and sustained achievement.


Fri 18 October 2024
While dependents are great when filing taxes, they are way less beneficial to have as team members. Instead of providing a nice tax break, overly dependent team members seek constant approval, require guidance for simple tasks, and avoid making decisions they are qualified to do. This constant need for external support results in ordinary tasks taking copious amounts of time, ultimately decreasing team productivity. While it’s natural for employees to seek guidance, too much reliance on direction from managers can affect individual and team performance. The challenge for managers is how to transform these dependents into self-sufficient team members who are confident in their abilities. 

What Causes Manager Dependency? 

When managing an overly dependent team member it’s crucial to consider the root cause of their over-reliance. The main causes of manager dependency include micromanagement, lack of confidence, inexperience, and fear of consequences. 

  • Micromanagement
Employees who have experienced a micromanager on their previous team may lack exposure to functioning autonomously. While their frequent seeking of approval is exhausting on this team, it was the norm on their previous team. Similarly, it’s important to reflect on personal management styles to ensure micromanagement isn’t occurring. Managers often struggle to delegate tasks and allow team members to take ownership of their work. Reflect to ensure delegation strategies are implemented throughout the team. 

If a team member joined the team with little to no prior experience, they may still receive treatment like the ‘newbie’ despite working on the team for a considerable time. Reflect on management styles with this employee to ensure they are treated appropriately.

  • Lack of Confidence 
Team members also may be dependent due to a lack of confidence. Doubting their abilities leads employees to seek additional reassurance when completing tasks or making decisions because they believe this will prevent errors or failure. While they have good intentions of avoiding mistakes, this can create a cycle of continued dependency ultimately decreasing productivity. 

Lacking confidence can manifest as a result of poor psychological safety. Creating a safe space for employees to make mistakes and receive constructive feedback works to build confidence and allow team members to feel comfortable taking educated risks. 

  • Inexperience 
In certain situations, new or inexperienced team members might lack exposure to specific tasks they are responsible for completing. This lack of prior knowledge can lead them to seek additional guidance when carrying out the tasks. To promote more autonomy for team members with limited experience, provide clear directions and expectations for their assigned tasks. Additionally, provide resources they can refer to throughout the task and develop mechanisms for them to get more structured feedback while progressing through the assignment. 

  • Fear of Consequences 
A workplace culture that heavily scrutinizes and penalizes mistakes can develop dependent tendencies within teams. This overemphasis on failure avoidance and perfection may prevent team members from taking risks or frequently seeking approval. When employees feel a mistake could lead to repercussions such as disciplinary action or criticism, they become more risk-averse. Furthermore, this fear of consequences can stifle innovation due avoidance of innovative yet, risky solutions. 

General Strategies to Limit Dependency 
After considering what is contributing to team members dependency, managers must develop strategies to progressively decrease dependent behaviors. 

1. Slowly Increase Responsibility– progressively allowing team members to gain responsibility will signal trust in their capabilities. Slowly increase their responsibility through delegating more significant tasks overtime to build confidence and competence. Tasking them with more responsibility will allow them to feel more capable and have an increase since of ownership over their work. Break down milestones and deadlines into smaller, more achievable goals. When each goal is achieved, make sure to celebrate their successes to continue to develop self-assurance. 

2. Provide Clear Directions– when communicating tasks or how to get feedback, make sure to provide specific instructions. Reliance on management can arise when team members are unsure of the directions they are given and consequently ask a lot of questions. To prevent this constant bombardment of inquiries and reassurance, articulate tasks thoroughly. This can be achieved through demonstrating examples, asking if they have initial questions, and providing resources they can utilize when they encounter difficulties. The goal is to provide sufficient information, so they don’t need further guidance. 

3. Establish Boundaries– team member should know when they are empowered to make their own decisions. Discuss clear boundaries so employees know when to seek approval from management and when they are encouraged to be independent. To better establish when team members can seek support, set up regular meetings to discuss concerns and relevant questions. Creating a set time to provide assistance will prevent them from seeking out guidance throughout the day. Over time, these meetings can decrease in frequency as the employee becomes more confident and autonomous. 

4. Accept Mistakes– throughout this process of developing independence it is crucial for managers to accept mistakes. Although mistakes may occur more often due to the less frequent clarifications, the dependent employee will become better at working independently over time. Being hypercritical of mistakes when trying to boost confidence is counterproductive. Provide constructive feedback and make sure to celebrate successes. Not only should managers being accepting of mistakes, but it is important to foster this acceptance of mistakes in the dependent employee as well. Work to help them develop a growth mindset, so they start seeing setbacks as opportunities. 

Working to reduce dependency can be a challenging initiative. Even with increasing responsibilities, communicating clear directions, establishing boundaries, and developing a safe place to make mistakes, team members may still struggle to become more independent. Recognize that each employee is different so different strategies may need to be utilized to coach them towards independence. If consistent issues arise, seek advice from mentors who have experienced similar challenges to learn about successful strategies they have utilized. 

Throughout this process of increasing independence, remember that team members won’t become autonomous overnight. Working to change their natural habits will require patience and guidance. Help theme to take small steps each day to become more confident completing tasks on their own. 


Fri 11 July 2025
As the team leader, managers play an essential role in their teams, guiding and empowering them to reach their fullest potential. Although managers are a critical component of the team they lead, challenges can arise when managers become so integral to workflows that they cannot take time off without bringing productivity to a halt. Effective managers are able to balance their strong leadership capabilities while implementing mechanisms that allow their team to function for short periods autonomously. 

Managers Too Involved in Workflows Can Have Harmful Effects: 

  • Burnout: When managers feel they can’t take time off for personal reasons such as important life events, vacations, or health reasons, they will quickly burnout. Fear of slowing down workflows can strongly influence managers not to take personal time off. Without flexibility to develop a work-life balance, managers can become incredibly exhausted within their role, leading to decreased productivity. 

  • Bottlenecks: Workflows that are too reliant on a manager can begin to form a bottleneck, thus slowing progress down. Teams that require their managers’ approval on minor tasks create standstills in processes and potentially huge pile-ups of work when the manager takes time off. 

  • Stunted Employee Growth: Teams with managers incredibly integral to workflows often result in environments that lack autonomy. Employees often won’t feel empowered to make decisions and take ownership of their work. Without this sense of responsibility and an increased reliance on managers, employees are unable to reach their full potential. 

  • Organization-Wide Challenges: In addition to harming managers & their teams, managers overly integral to workflows can also damage the organization as a whole. Organizations with managers who are integral to workflows may encounter challenges if the manager switches roles or leaves unexpectedly, and valuable information regarding processes may be lost. This lack of knowledge dispersed throughout the organization has the potential to drastically impact the functionality of operations or the ability to scale them.

Given all the harmful repercussions stemming from over-reliance on managers for workflow productivity, it’s evident that this creates systemic vulnerabilities. When a manager finds themself too involved in workflows, it often stems from internal and/or external pressures. Many are driven by the fear of disrupting the team, causing deadlines to slip, or quality to decline. Some managers experience external pressure from senior leadership due to strict demands for perfect performance. Other causes may be a lack of trust in oneself, caused by impostor syndrome, or even a lack of trust in their team. Regardless of the source of the pressure, they can trap managers in a cycle of over-involvement, even when the over-involvement is detrimental to the team's long-term success. 

The behaviors exhibited by over-involved managers and the pressures that cause them are similarly reflected in PTO culture. When managers feel indispensable, they and their teams will be more resistant to logging off to take personal time. Especially in organizations with “unlimited PTO”, employees may take less time off due to the implicit pressure to keep workflows progressing. Managers' modeling the expectations of constant involvement gets internalized and practiced by staff. 

This team norm of manager reliance for workflows creates a cycle: managers are overloaded by workflows and feel pressured not to take time off, which increases team dependency and conveys the message that no one on the team should take time off. As a manager, it is critical to break the feedback loop and create a balanced approach that prioritizes managers’ ability to take time off without causing disruptions. 

Managers who develop a more balanced approach positively impact themselves and their team. Dedicating time for personal time off works to limit the effects of burnout while also increasing personal motivation. Additionally, avoiding dependency of workflows on a singular manager can prevent costly disruptions later on for the organization. Most importantly, prioritizing managers’ ability to not overly involve themselves in workflows can foster a culture of trust and responsibility, positively impacting the team's productivity. 

Strategies to Prevent Managers From Becoming Too Integral to Workflow Productivity:

  1. Effectively Delegate

Rather than taking on all the responsibility and being involved in all decision-making processes, managers should identify tasks that can be completed by other team members to allow for more efficient progress. Delegating simultaneously distributes the workload more adequately throughout the team and encourages team members to take ownership of new tasks. Managers may be hesitant to delegate tasks; slowly delegating more responsibilities to employees helps to ease managers and direct reports into this new dynamic. 

2. Cross-train Employees

Cross-training employees ensures there are multiple team members who can step up and assume some of their managers' responsibilities in their absence. Through additional training and development, team members can become equipped with a wider skillset to prepare them for additional responsibilities. Conducting continuous training works to build confidence in the capabilities of direct reports. 

3. Document Procedures 

An obstacle for others to assume managers' responsibilities while they take time off may simply be a lack of proper documentation. Managers with specific procedures for processes, but no documentation for said processes, create unnecessary knowledge gaps. Accessibility of proper documentation removes reliance on memory and expertise, allowing other team members to conduct sufficient procedures without constant direct oversight. 

4. Effective Management Software 

Utilizing performance management software can streamline tasks and promote team collaboration. AIM Insights, a performance management software, utilizes monthly surveys to uncover gaps between team sentiments and managers' perceptions. These monthly surveys, along with AIM’s goal benchmarking capabilities, can transform managers' ability to delegate and better understand their teams' needs. 

Teams shouldn’t encounter a scenario in which the team cannot exist if someone takes the day off. Not only does this pressure from extreme team reliance harm managers, but the organization as a whole. Managers who recognize they are so integral to the workflows that they cannot take time off must reevaluate why these sentiments are held and how they can adapt their management style to allow their team to function adequately on its own at times. 


Privacy Policy