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Run: Delegation Worksheet for New Managers

A delegation worksheet for new managers to define the outcome, decision rights, constraints, and check-in points before handing off work. Use it to reduce re...

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Delegation Overview

Assignment title (required)

Delegated outcome (required)

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 (required)

Definition of Done

Success criteria (required)

List the observable conditions that must be met for the work to be considered complete.

Required deliverables (required)

Acceptance criteria (required)

State the conditions that must be true before you will accept the outcome.

Quality standard (required)

Decision Rights and Boundaries

Decision rights (required)

Decision scope (required)

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 (required)

Check-in points (required)

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 (required)

Confirm that the expectations, decision rights, and check-in plan have been discussed.

Yes No N/A

Next review date

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Email (required)

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