7 Essential Steps To Delegating Presentation Planning

How often do you hear yourself saying, “I’ll just do it myself. It’s easier” before a presentation? Pretty often, right? Find out how to delegate successfully and give your peak performance.

 

The best advice on delegating comes from people who have refused to it. Hands Up. Yes, I’ve caught myself in the “it’s easier if I do it myself” trap. Many times. These 7 steps are the result of painful learning.

 

I hope you take these steps to heart. And save yourself the pain and suffering that surely comes from not collaborating with others.

 

Here we go.

 

1.        Step Back

Look at your presentation design from a 50,000 foot view. What are the elements needed for an awesome success?

 

2.        Do What You Do Best

Make a decision. This time, you’ll focus on the bits you do best. If it’s research, you’ll do it. If it’s graphic flow, great. Decide which parts you enjoy doing. All the rest…you’ll farm out to outsourcers, partners or teammates.

 

3.        Define Tasks

Organize the elements you need in discrete tasks. The clearer you are about what you want…the easier it is for someone to perform to your exacting standards.

 

4.        Give Out Mini-Tasks

Test skills by giving out a tiny task to establish standards. For instance, request a paragraph of copy, written based in your data.

 

5.        Check Performance

Review the output. If it matches what you want, continue to step 6. If not, either start again with the same provider or repeat Step 4 and 5 with a new person.

 

6.        Give Out Bigger Tasks

Now you’re ready for handing out a bigger chunk. But don’t get sloppy. Clearly spell out your goals, expectations and timeline.

 

7.        Rejoice

With all the pieces in place, it’s time to breathe a sigh of relief. Rejoice. You’ve got a masterful presentation as a result of collaborating. You’re ready to go for delivering a presentation like no other.

 

In fact, these 7 steps work for farming out survey design, data collection, research, graphics, story design, idea generation, theme building, agenda design, whiteboarding, graphic facilitation, video production and much much more.

 

A great presentation is built on a solid design. The big issue is: there are a lot of pieces to putting together a killer presentation. If you try to do all of it yourself, some bits are bound to be better than other. Plus, if you track your energy…you’ll see there are some things you enjoy doing more than others.

 

Still, making the leap to delegating parts of presentation planning takes some practice. That’s why it’s helpful to define your tasks in mini-chunks. Do this with plenty of time—just in case there are revisions or corrections.

 

Approach presentation planning as you would project management. Collaborate early and you’ll build a robust and powerful presentation. Try to do it all yourself and…well, you may be too worn out to do a fantastic delivery.

 

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