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Successful delegation: a step by step guide

Learn to use delegation to improve your strategy, productivity, and leadership.

Created byRebecca Brizi
BeginnerUpdated Feb 5, 2024

What You'll Learn

  • check_circleIncrease productivity: get more done and make fewer mistakes
  • check_circleIncrease employee satisfaction: trust, train, and develop your team
  • check_circleIncrease strategic planning: use a critical analysis approach to what needs to get done
  • check_circleDelegate effectively: build your delegation plan to achieve effective, efficient, and long-lasting delegation success

About This Course

Master the art of task distribution and empower your team with a structured approach to delegation.

This comprehensive course explores the critical mechanics of delegation, breaking down your management delegation challenges into a clear, actionable, step-by-step process. Leaders and managers are guided through the strategic selection of delegable tasks, the alignment of responsibilities with team members' unique strengths, and the establishment of clear communication frameworks to ensure successful execution.

Beyond the practical steps, the curriculum delves into overcoming common psychological barriers to letting go of control, fostering a culture of accountability, and providing constructive, ongoing feedback. By examining the entire delegation lifecycle—from initial planning to final review—this course provides a robust blueprint for transitioning from an overwhelmed individual contributor to a highly effective strategic leader. The content is designed to equip professionals with the insights necessary to optimize workflow, elevate team morale, and create the essential time and space required for high-impact organizational growth.

Course Content

6 activities • 25 videos • duration: 1h 13m

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Introduction2 videos • 6 min
  • videocamIntroduction
    Duration 4:16
  • videocamWhat to expect
    Duration 1:45
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Pre-Game3 videos • 10 min
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When to delegate6 videos • 8 min
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What to delegate6 videos • 23 min
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How to delegate6 videos • 18 min
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Conclusion2 videos • 5 min

Your Instructor

Rebecca Brizi

Business Process is Business Success

menu_book12 courses
star1,695 reviews

I’m Rebecca G Brizi, a business consultant, avid reader, and dedicated drinker of coffee. Mainly, I’m a strong believer in how systems and plans make you better at your job. When you don’t have to worry about “what comes next,” you can use all your energy to grow your business. My courses are built on the same frameworks I use with my consulting clients and in my own business, so everything is practical, tested, and designed to be implemented right away. You’ll find courses for small businesses, managers, team leaders and other professionals—covering topics like productivity, business communication, effective meetings, and clear decision-making. I spent eleven years in a software company, joining at the startup phase and helping lead a product shift, a new market entry, and the launch of a U.S. subsidiary that generated more than 45% of business growth (by volume and value) within three years. Most importantly, I saw first-hand how good strategy—aligning goals, plans, people, and resources—translates into sustainable growth. Since 2017, I’ve been a freelance consultant, providing consulting, training, and actionable plans for small and medium-sized businesses that are establishing their market or pursuing new growth. If you want clear, step‑by‑step ways to run your business like a CEO, these courses are for you.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.5 out of 5
Student's Choice
97 reviews
  • KH
    Kathleen H.
    starstarstarstarstar

    It was a good fit. I'm going to spend sometime answering the question why is this responsibility important. When writing the measures to success, I was challenged. Once I have that piece documented, the why it's important will be clearer. One reason I still have this responsibility is it's hard to articulate with each case what's important. It's hard to articulate the judgment calls being made each time. Challenged. Looking forward to breaking it down and making it clearer. I might find that certain aspects can be delegated and not others. Interesting.

  • LW
    Lisa W.
    starstarstarstarstar

    Very good speaker and content. I will be sharing this course with others.

  • RL
    Ron L.
    starstarstarstarstar

    Great summary of what to look out for and the worksheets are good to start the thinking process

  • NB
    Nadia B.
    starstarstarstarstar

    Really liked the instructor, seems very personable and knowledgeable. Good framework offered to understand what considerations should be made when delegating tasks and reorganizing workloads. Good practical advice.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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