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Delegation Checklist

Medium 18 items · 30 min
testuser's avatar
testuser Published 3 days ago
Productivity

A practical step-by-step checklist for managers who want to delegate work clearly and reliably. Use it to choose the right tasks, match them to the right people, set expectations, and close the feedback loop.

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  1. Identify tasks suitable for delegation — Pick routine, time-consuming, or developmental tasks that don't require only your authority.
  2. Assess task importance, complexity, and risk — Decide oversight level and whether the task is safe to hand off.
  3. Choose a single task to delegate this week — Limit scope to one clear task to improve handover and learning.
  4. Define the task's purpose and expected outcome — Explain why the task matters and what success looks like.
  5. Specify measurable deliverables — List exact outputs, formats, and acceptance criteria.
  6. Set deadline and key milestones — Include the final due date and interim check-in dates.
  7. Identify required skills and time estimate — Note the skills, experience level, and estimated effort needed.
  8. Match task to the best assignee — Consider skills, bandwidth, and development goals when choosing someone.
  9. Confirm assignee and set start date — Get the person's agreement and agree a clear start so work begins on time.
  10. Prepare clear written instructions — Provide scope, steps, constraints, examples, and stakeholder contacts.
  11. Provide necessary resources and access — Grant files, tools, permissions, budget, and relevant contacts upfront.
  12. Agree on communication and reporting cadence — Decide how often and by which channel to share progress updates.
  13. Establish checkpoints and review dates — Schedule milestone reviews for early course corrections.
  14. Delegate decision authority and limits — Clarify which decisions the assignee can make independently.
  15. Provide initial training or handover if needed — Walk through complex parts or shadow the first steps together.
  16. Document delegation in a shared tracker — Record task, owner, deadlines, and key links for transparency.
  17. Give timely feedback and recognize completion — Provide constructive feedback and acknowledge good work promptly.
  18. Review outcome and capture lessons learned — Discuss what worked, what to change, and update processes.
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