Preparing to Delegate

Preparing to Delegate

Learn what to think about before you delegate, how to prepare effectively for a delegation briefing, and just what you can—and can’t—delegate.


The best and most effective delegation and supervision will follow a very simple process:

  • Planning,
  • Briefing,
  • Monitoring,
  • Review, and
  • Delivery

In this lesson, we’ll focus mainly on planning. This is the critical first step that, sadly, many lawyers skip as they go straight to the briefing. As we’ll see in this lesson, failing to plan may leave many important questions unanswered.

I. Early Planning: Initial Questions to Answer

The best delegation planning begins when you clearly understand...