💃 Delegation Insights I Wish I'd Mastered Sooner🕺

Good morning, Salesforce Nerds! You can do ANYTHING!!! But not everything….

To do everything, you need to delegate. And delegation is hard, so here are some insights I wish I’d known about sooner 👇

3 PILLARS OF DELEGATING

Delegation Insights

3 insights for you, the delegator, to delegate to a delagatee -

💎 Be clear. CRYSTAL CLEAR!

“I want an apple.”

Compare this to-

“I want a green, granny smith apple with no dents, slightly under-ripe, weighs 4oz, costs no more than $1, and is in my hand in 4hrs or less.”

See the difference?

Even worse is if you ask for fruit when you want an apple 🤦.

Be clear in defining what you want. CRYSTAL CLEAR!

⚖️ A Challenging Balance

Build up your delegatee’s confidence. AND hold them accountable.

These are hard things on their own. Doing them both is why delegation is so hard 😅.

And here’s another challenge - you won’t get to choose your delegatee and you certainly are not getting the cream of the crop to delegate to.

So you have to expect failure. You have to expect to coach up your delegatee. To mentor them and offer words of encouragement when their tail is between their legs 🥺.

And you have to be ready to jump in and takeover. You have to carve out time in your schedule dedicated to cleaning up after your delegatee.

This seems counter-intuitive because, sheesh, the whole reason you’re delegating is to free up your time. But the honest truth is it’s a journey to get there.

🤲 Start with Easiest Task

This may seem counter-intuitive. If you love building Salesforce reports and you’re really good and fast at it, why would you delegate that?

3 reasons -

1. The thing you know best, you can delegate the best. The inverse is also true 😉.

2. When you need to jump in to save the day, you can do it quickly and efficiently, coach up your delegatee, and move on with your life.

3. Confidence building - just because a task is easy doesn’t mean it feels bad completing it 🙂. Start with easy tasks, then medium, and then hard. Confidence building is a dial, not a switch. 

FINAL THOUGHTS

Takeaway

So remember these things that they won’t tell you but the ChaCha will-

🐭 Start Small

Start with a 30 minute task 👍. Not a 30 hour task 👎.

Start with a standard report 👍. Not a sales commissions calculator 👎.

⚠️ Be Prepared to Takeover

Be prepared to takeover what you delegate. Starting small and easy is a great idea while your delegatee builds confidence, ands earns yours.

Yes, this means your first weeks or months of delegation are not actually delegating. It’s preparing everyone to be effective at the delegation process.

🥵 Gotta Put in the Work

That first Flow you built wasn’t your best work. But you put in the work, got reps, and used that experience to build better flows.

Delegation is the same - you’re not gonna be very good starting out. It may take you years to go from delegating building reports to delegating 100hr workstreams. Most of you may never get to that level 😮.

But if you do, you can accomplish anything AND everything 🚀🚀🚀!

SOUL FOOD

Today’s Principle

and now....Your Salesforce Memes