Delegate a Task

Here’s a 5-step conversation where a frontline manager delegates a task to an employee. The manager provides clear instructions, communicates the importance of the task, and ensures the employee feels supported and prepared to take it on. This approach encourages ownership while reinforcing that the manager is available to help if needed.

Step 1: Introducing the Task and Its Purpose

Manager: “Hi [Employee’s Name]. I have a task I’d like your help with, if you’re up for it. We’re working on [describe the task, e.g., organizing inventory, preparing a report, handling a customer outreach campaign], and I thought this could be a great opportunity for you to take the lead. This task is important because [explain why it matters, e.g., it will improve efficiency, support a key goal, enhance customer experience]. How does that sound?”

Employee: “Sure, that sounds interesting. I’d be happy to help.”

Step 2: Outlining the Specifics and Expectations

Manager: “Great! Here’s what we’ll need: [explain the task in detail, e.g., categorizing inventory by type, creating a weekly report template, calling clients to gather feedback]. I’d like you to complete it by [set a deadline or timeframe], and make sure to [mention any specific requirements, such as double-checking accuracy, coordinating with others, or tracking progress].”

Employee: “Got it. So, I need to make sure it’s organized by type and ready by [specified timeframe].”

Step 3: Providing Resources and Guidance

Manager: “Exactly. If you need any resources or run into any challenges, don’t hesitate to ask. For example, [mention any available resources, such as templates, checklists, or the help of a coworker]. I’ll also be here to answer any questions as you get started.”

Employee: “Thank you. It helps to know there are resources available. I’ll make sure to reach out if I need anything.”

Step 4: Confirming Understanding and Encouraging Ownership

Manager: “I appreciate that, and I’m confident you’ll do a great job. Just to make sure we’re on the same page, could you summarize what the main goals and requirements are for this task?”

Employee: “Sure. I’ll organize the inventory by type, ensure everything is accurate, and complete it by [specified timeframe]. I’ll reach out if I run into any questions or need assistance.”

Step 5: Reinforcing Confidence and Availability for Support

Manager: “Perfect—that’s exactly it! I really appreciate you taking this on. I’m confident you’ll handle it well, and I’m here if anything comes up. Let’s check in [suggest a follow-up time] to see how it’s going. Thanks again for stepping up.”

Employee: “Thanks for trusting me with this. I’ll get started and keep you updated.”