Guide · Delegation
Most delegation fails after the hand-off, not during it. This guide covers what to delegate, how to write a hand-off someone can act on, and how to follow up without chasing people or doing the work yourself.
Completion waits 60 seconds before it counts. Stage actions also wait out a 60-second window you can cancel.
You hand a job to someone in a meeting, a phone call or a message in the team group. A week later you ask about it and find it never started, or it was done differently from what you had in mind, or two people each thought the other had it.
None of this is usually about effort. Delegation breaks in four predictable places, and each one has a fix you can put in place today.
A useful test: if someone on your team could do the task to an acceptable standard with a clear brief, it is a candidate. Start with the work that repeats.
Weekly checks, service visits, monthly filings, routine client updates. Write the brief once and reuse it.
If a team member is faster or more careful at a task than you are, the hand-off saves time from day one.
Tasks slightly above someone's current level, with a check-in built in. This is how people grow into bigger jobs.
Pricing exceptions, hiring and firing, anything a client has asked you to handle personally.
If you cannot describe the result yet, think it through first. Delegating a fog creates rework.
A task due in an hour that nobody has done before is a poor first hand-off. Do it, then write the brief for next time.
Pick one owner
One name per task. Others can help, but one person answers for it.
Describe the result
What done looks like, not every step. Add the context they need and where the files are.
Set a due date and time
“This week” is not a deadline. A date and a time is. Agree it with them, don't just announce it.
Agree the check-in
Decide up front when you will look, and what they should do if they get stuck.
Let the system remind
Put the task where both of you can see it, with reminders, so nobody has to rely on memory.
Paste this into the task description, or send it with the task, every time you delegate. Filling it in takes two minutes and saves the conversation that starts with “I thought you meant…”.
Micromanaging is checking the steps. Following up is checking the result against the date you both agreed. The difference is whether the check-in was agreed in advance.
Look at progress at the check-in you set, not every time you get anxious. If the task is on track, say so and leave it. If it is stuck, ask what is blocking it before offering to take it back.
The easiest follow-up is one you do not have to start. When the task has a due time and reminders, the owner is nudged before the deadline and you see overdue work in one list, without sending a single “any update?” message.
Everything above works on paper. It works better on a shared board, because the task, the owner, the date and the history are in one place that both of you can see. Here is how each step maps to TaskSiddhi.
Give each task one owner, describe the result rather than every step, agree a due date and time, set the check-in in advance, and put the task somewhere both of you can see with reminders. The hand-off checklist above covers the details.
Decisions only you can make (pricing exceptions, people decisions), work you cannot yet describe clearly, and urgent tasks nobody has done before. Do those yourself, and write the brief so the next one can be delegated.
Agree the check-in when you hand the task over and look only then. Judge the result against the agreed date, not the method. Reminders before the due time do most of the chasing for you.
Usually because the deadline was a day rather than a time, the task had more than one owner, or it lived in a chat thread nobody could find later. Fixing those three removes most misses.
A shared board where each task has one owner, a due date and time, and a status everyone can see. Each person needs a list of what is due today; the manager needs a list of what is overdue.
See boards and viewsNo. TaskSiddhi reminds your team in the app and by email. Staff see their jobs for the day on the Today screen of the Android or web app, which many teams use instead of the office WhatsApp group.
See the mobile appFree for up to 5 users, 2 boards and 500 tasks. Pro is US$12 per user per month, billed monthly, with a 14-day trial and no card.
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