Skill 01.20: Making an Effective Referral

Written on 07/04/2025
Tiffany Andras

Recognizing when an issue extends beyond personal expertise is a mark of responsible leadership. Making an effective referral ensures that individuals receive the necessary support from qualified professionals.

This skill requires discernment, knowledge of available resources, and the ability to communicate the need for assistance with sensitivity and professionalism.

Practical Exercise: The “3-Step Referral Method”

When you identify an issue beyond your expertise, follow these three steps to make an effective referral:

  1. Acknowledge the Need – Express understanding and validate the concern.

    • Example: “I see that this situation is complex, and I want to make sure you get the best support possible.”

  2. Guide Toward the Right Resource – Connect them with the appropriate professional or resource.

    • Example: “We have a specialist in this area who can provide expert guidance. I recommend reaching out to them.”

  3. Facilitate the Transition – Offer assistance in making the connection.

    • Example: “Would you like me to introduce you or help set up the conversation?”

Action Step: Identify one situation where a referral may be necessary and apply the 3-Step Referral Method to ensure the individual receives proper support.