You have work to hand over and a team with strengths to bring to it. Finding time to agree the details can be difficult alongside everything else in your workday.
This delegation template gives you a structure for that conversation. Agree what is included, who is responsible and when you will check in, so you and your team member can move forward with a shared understanding.
A useful handover draws on what your team already knows and makes room for questions. The template brings the practical details together, giving you a place to agree expectations and the support your team member needs.
Record the activity, start date and due date. Agree what is included and what sits outside the scope, so your team member knows which decisions and tasks belong to this piece of work.
For each step, note who is accountable, responsible, consulted, informed and authorised. Bring the right people into the conversation and make the roles clear before the work begins.
Use the checkpoint log to capture progress, issues or risks and next steps. Keep your conversations grounded in what is happening and where support would help.
Your team member brings experience, judgement and ideas to the work. Agreeing responsibilities helps you recognise those strengths and talk openly about where guidance or approval is needed.
The checkpoint log gives you a shared record to return to as the work develops. You can stay connected while giving your team member space to carry the responsibility you have agreed.
You have space to record the activity, who is delegating, who is taking it on, and the start and due dates. The template also covers scope, roles for each step and a checkpoint log for progress, issues or risks and next steps.
The blank structure gives you room to record the details of each activity you delegate. Keep a separate version for each piece of work, so you and your team member can refer back to the scope, responsibilities and checkpoints you agreed together.
The log has space for the date, progress, issues or risks and next steps. Use these headings to capture what you discuss with your team member, including any support needed or changes to the approach. Keep the record useful for your next conversation.
A shared understanding of the work gives you and your team member something to return to. The conversation you have at the start can support the way you work together throughout.