Learning the Art of Delegation: A SMART Tool for Physicians
An earlier version of this article appeared on this website in July 2023.
Delegating can be a challenging skill for many physicians to master, but it’s often an integral part of safe and efficient patient care. The need to maintain control over every detail—especially when you bear ultimate responsibility—can make letting go feel risky. That’s why the most effective delegation is not just about offloading tasks; it’s about empowering your team to work at their best.
In this article, we’ll explore which tasks are most suitable for delegation, how this practice can strengthen teamwork, and strategies to make the process efficient and effective. Plus, I’ll share a practical template to help you overcome common barriers, enabling you to maximize your team’s potential.
Of course, you can’t (and won’t) simply assign a task and hope it all works out. Instead, when you delegate, the goal is to get the same or better result than if you did the task yourself.
As a physician, there can be a blurry line between what you need to do to assure the optimal care for your patients and what others must do in order for you to accomplish your best work. Creating a cohesive team mentality will help you to reach these goals with greater confidence.
Begin with creating clarity around responsibilities and purpose. You are the team leader. The goal is to provide the best and most timely care for your patients, and to administer that care with compassion and professionalism. By establishing clear and well documented instructions and expectations, you’ll set your team members up for success.
You may already know about SMART goal setting, but the SMART Delegation mnemonic is a distinct tool designed to help you manage your workload more effectively and make the most of your time. By following its steps, you can delegate tasks successfully while empowering and motivating your team to perform at their best.
SMART Delegation
(Based on the work of Kate Christie of Time Stylers)
SELECT: Choose the best person for the task. This may be someone with little experience but a willingness to learn, or it could be someone with years of practice in the same or related field. Be choosy, but consider thinking outside the box.
MOTIVATE: Motivate your team by explaining why the task is important. This will create buy-in and a sense of importance and pride. This step is important to revisit periodically, especially at first.
ACTIVATE: Explain the details of the task in detail. Be sure to include a checklist if appropriate, and a written guideline that can easily be referred to and updated as needed. Once you put in the work to create the guideline, this bit of heavy lifting is done. This is a crucial part of time management.
RESULTS: Describe and explain clearly what a good result looks like. Be sure your delegated team member understands the purpose of their work, and how to recognize common complications.
TIME FRAME: Set realistic but firm deadlines when implementing new protocols. Consider setting up a mid-point check in if appropriate.
What to Keep in Mind When Delegating
Trust but Verify
Delegation requires trust in your team, but it’s also essential to check in periodically to ensure the task is on track. Verifying progress not only helps catch potential issues early but also reinforces accountability and builds confidence in your team’s ability to meet expectations.
Acknowledge the Learning Curve
Remember, your team or individual members may be learning a new skill. Take time at the outset to be available, approachable, and patient—especially in the early stages. The time you spend now will be paid back in multiples once the process is clear. Ensure the person taking on the task fully understands their role and the expectation that they will eventually handle it independently in most cases.
Keep Communication Open
Maintain open lines of communication so your team feels comfortable seeking help with complications or unexpected situations. Whenever possible, turn their questions into teaching opportunities instead of simply providing answers. Foster a spirit of teamwork by encouraging them to brainstorm solutions and come to their own conclusions, while also offering a safety net of support.
Utilize Supervisors as Needed
If appropriate, involve a supervisor to provide additional support. This allows your team members to seek guidance on minor issues or questions without always relying on you. It also brings the supervisor into the process, building camaraderie by acknowledging their role and creating stronger team cohesion.
Provide Constructive Feedback
Be generous with your praise and constructive criticism. Patience is essential, but if someone consistently struggles to meet expectations, consider delegating the task to someone better suited for it. Avoid slipping back into the time-consuming habit of doing everything yourself.
Embrace Discomfort
Delegating can feel like relinquishing control, so it’s normal to experience some discomfort at first. Be patient with yourself and your team while setting clear and achievable expectations.
The Ripple Effect of Effective Delegation
When you commit to the principles of SMART delegation, you’re not just easing your workload—you’re fostering a culture of trust, accountability, and growth. With the right people and processes in place, delegation can make you more productive, improve safety, strengthen teamwork, and enhance patient satisfaction.
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