Delegation decision planner

Shape the handover

Effective delegation matches the scope of the handover to readiness and risk. This planner offers a conversation starter, not a judgement about anyone’s ability. Keep legal, safety and organisational approval requirements in place.

What task or outcome could be handed over?

Avoid names and confidential details.

How ready is the proposed owner for this task?Choose oneLearning: needs a worked examplePractising: has done parts of itConfident: has done this well before

What is the consequence of a mistake?Choose oneLow: straightforward to correctModerate: affects others or a deadlineHigh: significant cost, safety, compliance or reputation

Who should own the final decision?

I keep final approval while they lead the workWe agree the decision togetherThey decide within agreed guardrails

Build my handover planReset