Delegation Planner

Decide what to do, delegate, automate, drop, or document. Clarify your workload and free up time for what only you can do.

1Review or edit the pre-populated tasks.

2Assign each task a decision: Do It, Delegate, Automate, Drop, or Document.

3Add a short reason for each.

4Copy the grouped delegation plan.

TaskDecisionReason

DELEGATION DECISION PLAN
========================

✓ DO IT
──────────────────────────────
  Task:   Strategic planning session
  Why:    Requires my direct involvement

→ DELEGATE
──────────────────────────────
  Task:   Weekly status report
  Why:    Can be handled by team lead

⚙ AUTOMATE
──────────────────────────────
  Task:   Respond to routine support emails
  Why:    Use canned responses / helpdesk tool

✕ DROP
──────────────────────────────
  Task:   Old project nobody uses
  Why:    No ROI, not aligned with goals

✎ DOCUMENT
──────────────────────────────
  Task:   Onboarding new team members
  Why:    Create SOPs so team can run this

SUMMARY
-------
  ✓ Do It: 1 task
  → Delegate: 1 task
  ⚙ Automate: 1 task
  ✕ Drop: 1 task
  ✎ Document: 1 task

Exports for this tool

Delegation Planner

Decide what to do, delegate, automate, drop, or document. Clarify your workload and free up time for what only you can do.

1Review or edit the pre-populated tasks.

2Assign each task a decision: Do It, Delegate, Automate, Drop, or Document.

3Add a short reason for each.

4Copy the grouped delegation plan.

DELEGATION DECISION PLAN ======================== ✓ DO IT ────────────────────────────── Task: Strategic planning session Why: Requires my direct involvement → DELEGATE ────────────────────────────── Task: Weekly status report Why: Can be handled by team lead ⚙ AUTOMATE ────────────────────────────── Task: Respond to routine support emails Why: Use canned responses / helpdesk tool ✕ DROP ────────────────────────────── Task: Old project nobody uses Why: No ROI, not aligned with goals ✎ DOCUMENT ────────────────────────────── Task: Onboarding new team members Why: Create SOPs so team can run this SUMMARY ------- ✓ Do It: 1 task → Delegate: 1 task ⚙ Automate: 1 task ✕ Drop: 1 task ✎ Document: 1 task