Delegation Worksheet

When assigning a new project, use this worksheet to get aligned on expectations, resources, constraints, and how you’ll monitor progress.

This worksheet will help you:

  • Work through the 5 Ws (who, what, when, where, and why)
  • Assign roles when multiple people will be involved (using our MOCHA tool)
  • Decide how you’ll stay engaged
  • Ensure that you debrief at the end of the project

Download this tool to get started delegating.

google doc


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