Effective Delegation and Task Tracking – Starting with a To-Do List

“Effective delegation and task tracking” is an essential skill to ensure Happiness At Work

In addition to client projects, most of the strategic initiatives are also really projects and need to be managed as such. Task identification, assignment, and tracking are fundamental to the success of a project/strategic initiative.

However, many managers struggle with the idea of delegating projects/tasks and thereby remaining in control of the progress. This is a must-learn hard skill for all managers, which seems to be woefully missing – at least in the SMB segment. Lack of systems is a major reason, but lack of awareness seems to be the real cause. I have seen this cause a lot of heart-burn, ill-feeling and “supposed” communication issues, affecting the “Happiness at Work” for the managers in-charge of such projects, their team members and the clients/executives who are sponsors of these projects.

This article explains how a simple To-Do list can get you started in the right direction.

Many managers just talk about what needs to be done.

Whenever there is a project or a special initiative, the Manager in charge of the project explains the tasks to the team. Sometimes there is a periodic (daily/weekly etc.) team meeting where the Manager describes the tasks for each team member. Some team members take notes; others just listen. And then they perform the tasks as best as they can remember and understand them.

Many a time, things fall through the crack because who is supposed to own them has not been clearly specified. “Everybody thought Somebody will do it, but Nobody did it!

At other times, there are quality issues because of poor understanding of exactly what was to be done. The knowledge about work performed in the project is lost when people leave the organization.

A manager may be able to manage one or two simple projects using such informal and verbal instruction only approach. But managing more projects using this approach is certainly challenging, even for the most capable. And certainly not recommended for your most important strategic initiatives!

So the logical next step is to create a written list of tasks for the team.

You can implement a To-Do list in many ways.

I have seen managers routinely using whiteboards or asking their subordinates to use diaries / notebooks for keeping track of tasks. There are many other media such a To-Do list can use. For example,

  • Daily printout for each team member
  • Email to each team member
  • A shared excel sheet with list of tasks for all team members

At a minimum, a To-Do list should capture, for each task, the following:

  • Task Description – Detailed information
  • Assigned To – Person responsible for carrying out the task
  • Task Status – Not Started, Work in Progress, On Hold (Due to some reason explained as a comment), Completed.
  • Target/Due date (optional) – Date by which the task has to be completed.
  • Priority (optional) – Assigning priority to Tasks helps team members schedule their own work in accordance with the project requirements.

Comparative analysis of various approaches:

Notepads and printed lists, though convenient, are not easy to share, and status updates require additional effort from team members. In fact, the dreaded Status Meetings are a result of such methods used for Task Tracking. In addition, copying, carrying forward tasks or reassignment requires additional effort.

A shared Excel sheet frequently serves well for small projects and teams. Each person has a complete visibility, and status updates can occur offline. However, with shared files, there are issues with simultaneous updates, overwriting each other’s changes, etc. Keeping track of history of the updates is also challenging and requires special effort for version control.

Shared Task Tracking System for the team simplifies communication.

Work assignment and progress reporting becomes much simpler with a centralized task tracking system. Such a system can be used to define, assign, and track tasks and helps segregate the functions of Planning (Task Identification), Scheduling (Resource Identification and Task Assignment) and Tracking (Monitoring progress against plan).

And of course, the same techniques/systems are useful for day-to-day task assignments and action items generated from various meetings.

A web based Task Tracking system is ideal when the team members may not be co-located.

It is simple, easy, and increases team effectiveness.

According to Peter Drucker, one of the secrets of being effective is taking responsibility for communication.

“Whenever I, … start to work with an organization, the first thing I hear about are all the personality conflicts. Most of these arise from the fact that people do not know what other people are doing …, or what contribution the other people are concentrating on and what results they expect.” – (Classic Drucker – HBR 2006 – “Managing Oneself”)

A shared To-Do list goes a long way in developing this understanding and increasing the overall effectiveness of the team.

Success begets success.

The list of completed tasks creates a sense of achievement for individuals and the team. And as Zig Ziggler says, action creates motivation, which is not bad for the success of the project and happiness of the team!

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