Templates and Scripts
Initial Delegation Email: "Hi [Name],
I'd like to develop your skills in [area] by having you take ownership of [specific task]. This is important because [business impact].
I've prepared: - Detailed process documentation - Example of excellent output - 30-minute training session
What questions do you have before we begin?"
Check-in Template: "Quick update on delegated tasks: 1. What's going well? 2. Where do you need support? 3. Any process improvements to suggest? 4. Capacity for additional responsibilities?"
Tools for Effective Delegation
Documentation: - Loom for video walkthroughs - Notion for process wikis - Scribe for automatic guides - Templates in shared drives
Management: - Asana for task tracking - Slack for quick questions - Weekly dashboard in Excel/Sheets - Time tracking with Toggl
Quality Assurance: - Checklists in Todoist - Review workflows in Monday - Automated testing where possible - Regular audits scheduled