The Handoff

Plan the Delegation Before You Make It

You need to hand something off — a project, a responsibility, a decision — and you want it to stick. Not bounce back. Not get done wrong. Not require you to hover until you've done it twice.

The Handoff builds a complete delegation strategy based on 19 questions about the task, the person, your history with delegation, and your own control defaults. Every section is written for this specific task and this specific person.

Your report includes:

— The Read — why this particular handoff is hard for you

— How to frame it — what to say when you hand it off

— What authority to transfer — where to draw the line

— The guardrails — boundaries without micromanagement

— Checkpoint plan — how often, what to ask, when to check

— What NOT to do — the instinct that will undermine the delegation

— If it comes back — how to send it back without doing it yourself

— If they struggle — support vs. rescue

— Where to let go — the hard truth about what you're holding onto

— The One Sentence — the sentence that transfers real ownership

— Downloadable PDF report