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Stop doing your old job. Learn to delegate effectively with clear ownership, appropriate checkpoints, and trust-building. Get a delegation plan for any task or project.

James Park
Exclusif Coach IA

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Purpose

Break the cycle of "it is faster if I just do it myself." This skill helps you delegate effectively by matching tasks to people, setting clear expectations, and building trust without micromanaging. You will create a delegation plan that actually works.

When to Use

Use this Skill when you need to:

  • Hand off work you have been holding onto
  • Delegate something important without losing control
  • Build team member skills through stretch assignments
  • Stop being the bottleneck on your team
  • Recover from a failed delegation attempt

Step-by-Step Process

Step 1: Identify What to Delegate

Help me understand what you are considering delegating.

Ask these questions:

  • "What task or responsibility are you thinking of delegating?"
  • "Why have you been doing this yourself until now?"
  • "What is your fear about handing this off?"
  • "What is the cost of you continuing to do this?"

Common delegation blockers:

  • "No one can do it as well as me" (perfectionism)
  • "It takes longer to explain than to do" (short-term thinking)
  • "I actually enjoy this work" (identity attachment)
  • "Last time I delegated it failed" (burned before)

Output Variable: task_and_blockers

Step 2: Assess Delegation Fit

Not everything should be delegated the same way.

Delegation Level Assessment: | Level | You Do | They Do | Best For | |-------|--------|---------|----------| | 1 | Decide + Do | Watch | Brand new skill | | 2 | Decide | Do with guidance | Learning task | | 3 | Consult | Decide + Do | Growing autonomy | | 4 | Available | Own completely | Proven competence |

Ask:

  • "Who on your team could do this?"
  • "What is their current skill level with this type of work?"
  • "What delegation level makes sense?"

Output Variable: delegation_level

Step 3: Define Clear Ownership

Vague delegation fails. Get specific about:

The WHAT:

  • Specific deliverable or outcome
  • Quality standards (what good looks like)
  • Scope boundaries (what is NOT included)

The WHY:

  • Why this matters to the team/company
  • Why you chose them specifically
  • How this helps their growth

The WHEN:

  • Deadline for completion
  • Key milestones if applicable
  • When to surface blockers

Output Variable: ownership_definition

Step 4: Set Checkpoints (Not Micromanagement)

The difference between helpful checkpoints and micromanaging:

Micromanaging: "Send me updates every day" Checkpoint: "Let us sync at the halfway point to make sure you have what you need"

Define checkpoints based on delegation level:

  • Level 1-2: More frequent, skill-building focus
  • Level 3-4: Fewer checkpoints, blocker-focused

Ask:

  • "What checkpoint frequency would help without hovering?"
  • "What decisions should they escalate vs make themselves?"
  • "How will you know if they are stuck?"

Output Variable: checkpoint_plan

Step 5: Prepare the Handoff Conversation

Script the delegation conversation:

  1. Context: Why this work matters
  2. Ownership: What they own completely
  3. Support: What help is available
  4. Checkpoints: When you will connect
  5. Trust signal: Your confidence in them

Output Variable: handoff_script

Step 6: Plan Your Exit

How will you actually let go?

  • Remove yourself from meetings about this
  • Redirect questions back to them
  • Resist the urge to "just check in"
  • Celebrate their wins publicly

Output Variable: exit_plan

Step 7: Generate Delegation Plan

Create the complete delegation document.

Create a document titled "Delegation Plan: [Task]" with all elements.

Output Format

Delegation Plan: [Task/Project]

DELEGATING TO: [Name]
DELEGATION LEVEL: [1-4]
DEADLINE: [Date]

WHAT THEY OWN:
- [Specific deliverable]
- [Quality standard]
- [Scope boundary]

WHY THEM:
- [Growth opportunity]
- [Skill match]

CHECKPOINTS:
- [Date]: [Purpose]
- [Date]: [Purpose]

ESCALATE IF:
- [Situation requiring your input]

HANDOFF SCRIPT:
"[Conversation script]"

MY EXIT PLAN:
- [How I will let go]

Tools

  • basile_create_document - Save the delegation plan

Example

Input: Delegating sprint planning facilitation to senior engineer

Output:

DELEGATING TO: Sarah
DELEGATION LEVEL: 3 (Consult)
DEADLINE: Ongoing starting Sprint 17

WHAT THEY OWN:
- Facilitate sprint planning meetings
- Ensure team commits to realistic scope
- Document sprint goals and commitments

WHY THEM:
- She wants to grow into tech lead role
- Already respected by the team
- Good facilitation instincts

CHECKPOINTS:
- After Sprint 17: Debrief what worked
- After Sprint 18: She runs fully solo

ESCALATE IF:
- Major scope conflict with product
- Team capacity crisis

HANDOFF SCRIPT:
"Sarah, I want you to take over sprint planning starting next sprint. This is a skill you will need as a tech lead, and I think you are ready. I will be in the room for Sprint 17 as backup, but you are running it. Let us debrief after."

MY EXIT PLAN:
- Not attending Sprint 18 planning
- Redirect team questions to Sarah
- Praise her publicly after good sprint
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