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Action plan

Setting expectations during delegation

Low effort

High impact

There is mounting evidence to suggest that delegating responsibilities increases productivity, morale and even revenue, yet it takes some finetuning to get right. It isn’t easy to hand over the reins or quell the feeling that you could do a better job yourself. Clearly setting expectations can alleviate your anxiety and give your employees the best chance of succeeding.

  • We’ve designed our action plans to be completed in the order of steps laid out and explained why each step is important
  • Customising your action plan lets you set your own completion dates, assign tasks to others and get notifications
  • Helpful tools are provided for certain steps while a tracking metric at the end will help you determine the long-term success of your effort
  • A downloadable PDF version of each action plan is available if you’d like to compete it offline

What can I do with this Action Plan?

Start this Action Plan

Add some extra information to this plan and we’ll help you get it done.

Get started
  • We’ve designed our action plans to be completed in the order of steps laid out and explained why each step is important
  • Customising your action plan lets you set your own completion dates, assign tasks to others and get notifications
  • Helpful tools are provided for certain steps while a tracking metric at the end will help you determine the long-term success of your effort
  • A downloadable PDF version of each action plan is available if you’d like to compete it offline

Download and print

Get a printable template for this Action Plan, fill it in with some target dates, and share it with your team. Pin it on the wall where everyone can see it.

Get the printable Action Plan

Learning Groups

We also run Learning Groups on these topics where you can join other leaders tackling the same challenges.

Find a Learning Group

How will I know if my action plan is working?

Feedback at follow-up meeting

Check in and see if the process worked

Why this metric?

Following up with your employee at a later date allows you to check that they had all the information they needed.

How do I start tracking?

Arrange a meeting once the task has been completed and make any notes about how you could delegate better in the future.