Delegation audit
List what you actually did last week. Sort it into keep, teach, or hand over. The goal is to identify as many things as you can that should land in hand over or teach.
This looks back, not forward. Write down what happened last week, not what you’re planning for next week. Future-you has less time than you think. A week that already happened is harder to be generous with.
The exercise
List last week
Everything, not just the parts that felt like real work. The small recurring items like approvals, status updates, and formatting a deck are usually where the hand-over is hiding, and it’s the stuff people forget to list because it doesn’t feel like work.
Sort into three
Keep what only you can do, or what costs more to hand off right now than to just finish yourself. Teach what someone could do well after one walkthrough. Hand over what someone could take today, no teaching required.
Name the person and the date
A task marked hand over isn’t done until someone else knows about it. For everything you’re teaching or handing over, name the person and when. Be specific.
Nothing to name yet. Sort a few items into teach or hand over above.
A list split three ways, with a name and a date attached to everything you’re not keeping.
“This plan is the start of your work management proposal. Next step - framing for agreement.”
If this helped, that’s worth a conversation.
This is one of nine. If today’s exercise was useful, thirty minutes will tell us whether coaching would be too.