Do you sometimes experience disappointing results when delegating?
Do other people delegate tasks to you with vague requirements or expectations?
Do you ever look at your to-do list and wonder what the heck you’re actually meant to do?
This is what happens when you create or delegate tasks without a clear task description.
✅ Provide context in the description area when creating tasks.
It’s important to provide clear instructions and expectations. So, here’s an example framework that will help…
The CREDIT™ Framework
You can use my CREDIT™ Framework to help remember the 6 key elements of effective delegation:
- What is this task about?
- Why does it need doing?
- What is your reasoning for creating it?
- How does it fit into the big picture?
- What is needed to complete it?
- Standard Operating Procedures?
- Reference files, attachments or links?
- What logins or access credentials are needed?
- What makes them good examples?
- How similar should it be?
- What needs to be different?
- Where can more examples be found?
- What format should it be delivered in?
- What structure should it take?
- What location should it be saved to?
- Is it critical or just helpful?
- What are the potential consequences?
- What stands to be gained or lost?
- How should it be prioritised?
- How long is it likely to take?
- What’s the deadline?
- When can they get started on it?
Use this template
💡 TIP: If you use text-expander (affiliate link) or save canned messages, here’s a template you can use:
This task is about [[CLARIFY THE TITLE]] This needs to be done because [[REASON WHY]] The resources you’ll need for this task are: [[LIST THEM]] The deliverables for this task are: [[LIST THEM]] Here are some examples for reference: [[LIST THEM]] The implications of this task are [[DESCRIBE]] This should take approx [[TIME]].
Don’t overthink it, though. Not everything needs a big description like this. If the task is self-explanatory, don’t waste time writing a long description.
You’ll know when it counts.
If you’re creating a task for yourself:
- Firstly, dump whatever is top of mind in the description area
- Secondly, add any useful resources (such as website URLs or attachments)
Trust me, it only takes a second, but when you come back to it in the future, you’ll thank yourself!
(Or at least you won’t be kicking yourself)
📝 Note: Don’t overthink it. Sometimes, it might only be a sentence or a few words.
Give it a try!