Delegation Worksheet for New Managers

Worksheet for delegating an outcome with a clear definition of done, decision rights, constraints, and check-in points.

Delegation Overview

• Assignment title
• Delegated outcome
  Describe the result to be achieved, not just the tasks to complete.
• Business context
  Briefly explain why this outcome matters and how it supports team or business goals.
• Target completion date

Definition of Done

• Success criteria
  List the observable conditions that must be met for the work to be considered complete.
• Required deliverables
• Acceptance criteria
  State the conditions that must be true before you will accept the outcome.
• Quality standard

Decision Rights and Boundaries

• Decision rights
• Decision scope
  Describe the specific decisions the person owns and any limits on authority.
• Constraints
  List budget, time, policy, compliance, or resource constraints that must be followed.
• Escalation triggers
  Describe situations that require immediate manager involvement.

Check-ins and Support

• Check-in cadence
• Check-in points
  List the dates, milestones, or progress points where updates are expected.
• Support needed
  Note coaching, resources, access, or approvals needed to complete the assignment.
• Stakeholders to update

Agreement and Follow-up

• Delegate name
  Optional if the form is used as a planning worksheet before assignment.
• Manager name
  Optional if the form is used as a planning worksheet before assignment.
• Agreement confirmed
  Confirm that the expectations, decision rights, and check-in plan have been discussed.
• Next review date