The Playbook
Step 1: Choose the right task
Pick work that repeats, grows skills, or frees you for higher-value problems. Avoid one-off fire drills for first handoffs.
How to do it: List your weekly tasks and mark items that recur and teach a useful skill. Circle one task with medium risk that you can support this week.
Proof: You gain at least one free hour and the delegate practices a meaningful skill. Both of you want to repeat the handoff next week.
Step 2: Define outcome and guardrails
Make success visible before work starts. Give clarity without micromanaging.
How to do it: Write a one-paragraph brief with Goal, Done criteria, Deadline, and Non-negotiables. Share example artifacts so quality is concrete.
Proof: The delegate can restate the goal and done criteria in their own words. Draft work looks close to the mark on the first pass.
Step 3: Match owner and level
Give work to the right person at the right altitude. Offer support that fits their current skill.
How to do it: Choose the delegate, then pick a level: tell, show, coach, or empower. Agree on where they own decisions and where they will ask first.
Proof: Questions land in the right places and do not flood your day. The delegate decides within their lane without freezing.
Step 4: Set a steady check-in rhythm
Prevent surprises with short, predictable updates. Keep momentum with small artifacts.
How to do it: Schedule two checkpoints before the deadline. Ask for a one-screen update that includes Status, What changed, What is next, and One artifact.
Proof: Risks surface early and fixes arrive in time. You approve faster because progress is easy to see.
Step 5: Close the loop and recognize
Finish strong so learning sticks and trust grows. Capture what to repeat and what to tweak.
How to do it: Review the result against the brief, note one improvement, and save a five-step checklist. Thank the delegate in the main channel by naming the specific outcome.
Proof: Quality improves in the next cycle and the checklist gets reused. The delegate asks for more scope because the experience felt fair and clear.