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The Delegation Handoff Kit

Get clear on what you’re delegating before you hand it off.

You’ve tried delegating before, only to have the work come back wrong, incomplete, or late. Before you decide your team can’t handle it, there’s a better question to ask: How clear was the handoff?

The Delegation Handoff Kit helps you create a clear, written handoff for your next project or task.

Use the guided Delegator tool below , or I can email you my two-page Delegation Cheat Sheet to clarify what needs to be done, why it matters, what winning looks like, when it’s due, and what authority you’re giving away.

    Two small-business professionals reviewing a project together during a clear delegation handoff.

    Use the guided tool

    Build your next handoff with a little guidance

    The guided Delegator walks you through the process of preparing for a great delegation one question at a time, then creates a finished handoff document you can edit or share with your team.

    Plan on about 10 minutes. You can stop and resume on this device.

    Read why clear delegation matters

    Start building your delegation document

    No account or email address required.

    The Delegator

    Prepare for a clear delegation handoff

    This tool will guide you through a proven framework for getting extremely clear about the thing you'd like to delegate. When you're done, you'll have a robust handoff document that will set your team up for success, along with a framework for discussing the job. The interview should take about 10 minutes.

    Preparing the Delegator…