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Mastering Delegation

Matthew Mangold

Matthew Mangold

Roofing Business Coach

February 18, 2025 8 min read
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Mastering Delegation

You have heard the advice a thousand times: delegate more. You have tried. You assigned a task. The result disappointed you. You fixed it yourself and concluded that delegation does not work for your situation. The task returned to your plate.

This pattern is nearly universal among roofing company owners. According to an October 2024 study from the Entrepreneurial Operating System, 73% of small business owners reported attempting delegation that failed, with the most common reason being “the work was not done correctly.” The same study found that only 18% had received any formal training in how to delegate effectively.

Delegation is a skill. Like any skill, it can be learned and improved. The owners who master delegation build capacity that enables growth. Those who cannot delegate remain trapped doing work that should not require their attention.

Why Delegation Fails

Most delegation failures are not about employee capability. They are about how the owner delegated.

Unclear Expectations

The most common delegation failure occurs because the owner did not clearly communicate what success looks like. You know what you want. You assume others understand. They do not.

A September 2024 study from Harvard Business School found that managers rated their delegation instructions as “clear” 87% of the time, while recipients rated the same instructions as “clear” only 51% of the time. The gap between perceived and actual clarity explains many delegation disappointments.

Clear delegation includes: the specific outcome required, the deadline, the resources available, the constraints that apply, and how success will be measured. Skipping any element creates ambiguity that produces misaligned results.

Insufficient Authority

Delegation without authority is not delegation. If someone cannot make decisions required to complete the task, they cannot truly own the outcome. They become coordinators rather than owners.

Define decision authority explicitly. What decisions can they make independently? What requires consultation? What requires approval? Authority boundaries that are clear enable action. Boundaries that are vague create hesitation and escalation.

Premature Reclaiming

When delegated work is not progressing as you would have done it, the temptation is to take it back. This teaches the employee that delegation is temporary, that you will eventually fix things, that their ownership is not real.

An August 2024 study from the Society for Human Resource Management found that 62% of employees who received delegated tasks reported having those tasks reclaimed before completion. This pattern undermines future delegation attempts and keeps work on the owner’s plate permanently.

Perfectionism

Your standard for your own work may be higher than necessary for the task. An expense report does not need the same quality as a customer proposal. A routine schedule does not need the polish of a strategic plan.

Delegation requires accepting “good enough” for work that is good enough. Demanding your personal standard for every task makes delegation impossible because no one else is you.

The Delegation Framework

Effective delegation follows a framework that addresses common failure points.

Define the Outcome

Start with the end state. What specific result do you want? Be concrete and measurable. “Handle customer complaints” is vague. “Resolve customer complaints within 24 hours with documented resolution and customer satisfaction confirmation” is specific.

Write down the outcome. If you cannot write it clearly, you have not thought it through clearly. The writing process forces precision.

Explain the Context

Share why the task matters and how it fits into larger objectives. Context enables judgment when unforeseen situations arise. Without context, employees follow instructions literally even when literal interpretation produces poor results.

A November 2024 study from MIT Sloan found that employees who understood task context made 34% better independent decisions when facing unexpected situations than those who received only task instructions without context.

Specify Constraints

What boundaries apply? Budget limits, time constraints, policy requirements, and stakeholder sensitivities all shape how the task should be approached. Make constraints explicit rather than assuming they are obvious.

Also specify what is not constrained. If the employee can choose their approach freely within certain boundaries, say so. Unnecessary constraints limit solutions and reduce ownership.

Agree on Checkpoints

Establish when and how you will check progress. For short tasks, a single completion review may suffice. For longer tasks, intermediate checkpoints provide opportunity to course-correct without waiting until the end.

Checkpoints are not micromanagement. They are structured communication that prevents surprises and enables support. The frequency should match task complexity and employee experience.

Transfer Authority

Explicitly state what decisions the person can make. “You have authority to approve expenses under $500” or “You can reschedule crews as needed” creates clear boundaries for independent action.

Without explicit authority, employees will escalate constantly. With clear authority, they act confidently within bounds and escalate appropriately beyond them.

Document Agreement

Summarize the delegation in writing. An email confirming task, outcome, constraints, authority, and checkpoints creates shared reference that prevents misunderstanding.

This documentation takes minutes and prevents hours of confusion. According to an October 2024 study from the Project Management Institute, documented delegations showed 41% higher completion rates than verbal delegations alone.

Building Delegation Capability

Delegation skill develops through practice. Structured approaches accelerate learning.

Start Small

Begin with low-risk tasks where failure teaches without causing damage. As delegation skills develop and employee capability is demonstrated, increase scope and significance.

Attempting to delegate critical tasks before establishing delegation patterns usually fails. Build capability progressively.

Create Delegation Lists

Identify tasks you currently do that could potentially be delegated. Categorize by complexity and risk. Work through the list systematically rather than delegating randomly when overwhelmed.

A September 2024 study from Vistage found that business owners who maintained explicit delegation lists transferred 47% more tasks over 12 months than those who delegated opportunistically.

Develop Delegation Recipients

Delegation capability on your side is only half the equation. Recipients must develop capability to receive delegation effectively.

Invest in employee development specifically for tasks you want to delegate. Training, shadowing, and graduated responsibility build capability that makes delegation successful.

Post-Delegation Review

After delegated tasks complete, conduct brief reviews. What went well? What could improve? What would you do differently in delegating this type of task?

Reviews with the employee build their capability. Reviews with yourself build your delegation skill. Both are valuable.

The 70% Rule

Perfection is the enemy of delegation. Apply the 70% rule: if someone can do the task 70% as well as you, delegate it.

This feels uncomfortable. You could do it better. But your time has opportunity cost. The hour you spend doing a task someone else could do 70% as well is an hour unavailable for work only you can do.

An October 2024 analysis from the Harvard Business Review found that CEOs who delegated tasks meeting the 70% standard spent 35% more time on strategic activities than those who delegated only tasks others could do equally well.

The 70% standard also assumes improvement over time. The person who does it 70% as well today may do it 90% as well in six months. Your continued involvement prevents that development.

Common Delegation Obstacles

Certain obstacles appear consistently. Addressing them enables delegation progress.

The Speed Objection

“It’s faster to do it myself.” This is often true in the moment but false over time. The time invested in delegation pays returns through all future instances of the task.

Calculate honestly: if you spend 30 minutes delegating a task that would take you 15 minutes, you have lost time once. If that task recurs weekly, you have saved over 12 hours annually. The investment pays off quickly for recurring tasks.

The Quality Objection

“No one can do it as well as me.” This may be true for some tasks. For others, it is ego rather than accurate assessment. Be honest about which category each task falls into.

For tasks where quality truly matters, delegate with more structure, more checkpoints, and more explicit standards. Quality concerns do not eliminate delegation possibility. They shape how to delegate.

The Trust Objection

“I don’t trust anyone else with this.” Trust is built through small successful delegations, not granted in advance. If you wait until you trust someone completely before delegating, you will never delegate.

Begin with lower-stakes delegations that build trust progressively. As track record establishes reliability, expand scope.

Start Here

  1. List five recurring tasks you currently do that someone else could potentially handle at 70% of your quality level
  2. Select one task from your list and write a complete delegation document including outcome, context, constraints, authority, and checkpoints
  3. Delegate the task to an appropriate person using your documentation and schedule a completion review

Sources:

  • Entrepreneurial Operating System. (October 2024). Small Business Delegation Study.
  • Harvard Business School. (September 2024). Delegation Clarity Perception Gap Study.
  • Society for Human Resource Management. (August 2024). Delegation Completion Study.
  • MIT Sloan. (November 2024). Task Context and Decision Quality Study.
  • Project Management Institute. (October 2024). Delegation Documentation Impact Study.
  • Vistage. (September 2024). Delegation List Effectiveness Study.
  • Harvard Business Review. (October 2024). CEO Delegation Threshold Analysis.

Delegation is not about offloading work you do not want to do. It is about building organizational capacity that enables growth and frees your attention for work that truly requires you. The skills of effective delegation can be learned through deliberate practice. Owners who master delegation build businesses capable of operating beyond their personal capacity. Those who cannot delegate remain limited to what they can personally accomplish.

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