Chapter 8 resources

The Delegation Leak

Review recurring tasks, decide who should handle them, and make the handoff clear enough to follow.

About this chapter

Hand over the task with the details it needs.

List the recurring work that takes your time, including the small tasks that interrupt other work. For each one, decide whether it still needs to happen and who is best placed to handle it.

A useful handoff explains the expected result, the deadline, the available tools, and the decisions the person can make. Give them a way to ask questions and a clear standard for checking the finished work.

What to check

Questions worth reviewing.

Purpose

Confirm that the task still contributes to something the business needs.

Expected result

Describe what a completed, acceptable piece of work looks like.

Authority and access

Provide the permissions, materials, and decision limits needed to do the task.

Review point

Agree on when to check progress and what should be escalated early.

Chapter resources

Request The Delegation Decision Matrix.

Your request goes to the Caboodle team. Please leave out private financial or customer records.

After the review

Choose what to change first.

01

Choose one repeatable task

Start with work that has a clear output and manageable risk.

02

Document the handoff

Record the key steps, examples, and acceptance criteria.

03

Review and refine

Check the first result together and improve the instructions where needed.