6 Step Delegation Template

Toolbox: 6 Step Delegation TemplateTM

The 6 Step Delegation TemplateTM is designed to remove common bottlenecks and make handing off work clear, confident, and effective. It helps big-picture thinkers slow down just enough to define process and execution, while giving hands-on leaders a simple way to step back without losing control. By working through the template, you create clarity, accountability, and alignment—so your team has what they need and you can delegate with confidence. Keep it handy as you build stronger delegation habits; over time, this framework will become second nature.

Download The 6 Step Delegation Template
HOW TO USE:

Keep this tool handy as you build stronger delegation habits; over time, this framework will become second nature.

1. Explain Task Details

2. Set Expectations of Turnaround Time / Time Spent:

  • Due By: 

  • How long to spend on this task (max)? Sets expectation, they may do it faster but if it takes longer, that’s a red flag!

  • Do they have capacity to take the task on? If it takes you 5 hours, can they handle it?

3. Set Expectations of End Result:

  • What must be true for this task to be complete?

4. Ensure Accessibility:

  • Any platform or systems to access? If yes, share required information

5. Set Expectations with Deliverable - This element is particularly helpful for all of our bottleneck types but this absolutely helps heroes and interventionists let got faster and refrain from stepping back in!

  • Assess, research & report before taking action.

  • Handle, but give regular updates.

  • Handle, and just report final results.

6. Share your Why?

  • Why is this task occurring? What is the bigger goal or project that it impacts?

  • Sharing the why is super important so they understand the bigger picture and how it plays into the future

  • It also might spark other ideas or allow your support person to think proactively beyond just the task itself!