Leadership

Delegation Checklist

Not sure whether to hand a task off? Answer eleven quick questions to get a clear delegate-or-keep recommendation, then turn it into a handoff brief your teammate can act on.

Answer the questionsYour recommendation appears here.

Handoff brief

TaskVerdictDelegate toDue

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Why use a delegation checklist

Beat the do-it-myself reflex

A structured check counters the instinct that it is faster to just do it.

Protect what matters

Hard stops flag confidential and core leadership work you should keep.

Hand off clearly

A brief with outcome, authority and check-ins prevents back-and-forth.

How to decide what to delegate

  1. Name the taskType the task you are considering handing off.
  2. Answer the checklistMark each question Yes, No or Unsure to get a weighted recommendation.
  3. Write the briefPick the person, due date and authority level, then copy the handoff brief.

How the delegation score works

Questions that favour delegation, such as whether someone else can do it 80% as well or whether it recurs, add points. Questions that argue for keeping it, like needing your unique authority or carrying a high cost of error, subtract points. Unsure answers count half. Confidential work and core leadership responsibilities act as hard stops: you can delegate preparation, but not the decision.

Delegation is not all or nothing. The five authority levels let you hand off a task while keeping the amount of control that suits the person's experience and the stakes involved, then increase it as trust grows.

Delegate it

Score 7 or more: hand it off with a clear outcome.

With guardrails

Score 3 to 6.5: lower authority level, more check-ins.

Keep it

Below 3, or a hard stop: keep or delegate only parts.

Delegation FAQ

What is the 80% rule of delegation?

If someone else can do a task at least 80% as well as you, it is usually worth delegating. The time you free up is worth more than the last 20% of polish.

Which tasks should never be delegated?

Confidential people matters, core vision and strategy, key hiring decisions and crisis communication usually stay with the leader.

What are the levels of delegated authority?

They range from doing exactly as instructed, through researching and recommending, to deciding and acting with full ownership.

How often should I check in?

More often for new people, unfamiliar work or high stakes; less often as the person proves they can own it.

Is my saved list private?

Yes. Saved tasks are kept in this browser only and never uploaded.

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