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businessmen-384741_1920With most small, medium and growing businesses there comes a time when you need to trust someone else to perform tasks you have managed yourself until now, and they are often crucial to your business success or service offering to your customers. Tasks might include quote preparation, repairs to goods, filling orders or invoicing, but the main point is that you have always done it and have a process that works.

Even if you already have employees, you have mastered and controlled certain tasks, and that attention to detail may be the reason you have a good reputation and repeat business. Now that your business is moving to the next level, you need to delegate some of these tasks to others.

Here are a few tips to pave the way for a smooth delegation outcome:

  1. Document the process in Plain English, down to the finest of details. Don’t assume any prior knowledge, experience or common sense by your replacement.
  2. Once documented,illustrate the workflow or chart the process, as some people learn better from diagrams.
  3. Walk your replacement through the entire process, again not assuming any knowledge or taking short cuts.
  4. Once you are confident they can do the job, let them carry out the task without supervision, but review the outcome before it goes near the client.
  5. Be prepared to repeat steps 3 and 4 numerous times to get it right.
  6. Maintain regular checks on the output — this is still your business; your reputation and your future at risk.


To benefit from support in determining what can be documented, delegated and how risk is managed, speak with your usual Hanrick Curran adviser on 07 3218 3900.



Please note that this publication is intended to provide a general summary and should not be relied upon as a substitute for personal advice.