Example: Rather than have your customer service representative design and conduct a lengthy survey to assess client satisfaction, ask him or her to begin by calling five customers to get their feedback. Then have him draft a simple questionnaire and send it to a sampling of new customers. From that point, he can expand the survey.
Discuss follow-up procedures when you delegate. Establish a system to track progress. Schedule a series of checkpoints and enter the dates on both of your calendars so that you jointly commit to follow-up. This removes any ambiguity about how and when you'll get updates.
![]() Tip When instructing employees on a new assignment, explain what to do and then ask them to summarize how they'll proceed. Invite their questions. By allowing them to tell you what they're going to do, you gain a better sense of their understanding and you can gently remind them of how to do the job right.
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