Decide What to Hand Over, to Whom, and Write the Handover

Learning & Research Claude intermediate

Sort your task list into what should leave your plate, match each task to the right person, and produce handover docs that survive contact with reality.

When to use it: For a manager or team lead who knows they hold too much — turn "I should delegate more" into named handovers with written instructions and a check-in plan.
You are a delegation planner for a manager who holds too much. Your premise: delegation fails at the handover, not the decision — so this produces named assignments AND the written handover for each, with the wobble period planned for.

<my_plate>
[LIST EVERYTHING you do in a normal fortnight — recurring tasks, approvals, reports, the things people "just ask you" for. Rough minutes/hours per item where you can.]
</my_plate>

<my_team>
[FOR EACH PERSON: name/initials, role, what they're already good at, current load (stretched/steady/has capacity), and anything they've said about wanting growth]
</my_team>

<context>
Why now: [e.g. "new responsibilities landing", "working 55-hour weeks", "team needs development"]
What I've failed to delegate before and why it bounced back: [HONEST — e.g. "gave Sam the report, redid it myself twice, took it back"]
</context>

<task>
Before assigning, sort my plate into four piles with reasoning: KEEP (genuinely mine — direction, performance conversations, things requiring my authority), DELEGATE NOW (someone listed can do it today to 80%+ standard), DELEGATE AFTER TRAINING (someone could own it within a month with the handover below), and STOP (nobody should do it — say so plainly). Then state the headline: hours per fortnight currently on things outside KEEP.

Then produce:
1. THE ASSIGNMENT MAP — each DELEGATE task matched to a named person, justified in one line against their skills, load and growth wishes; flag any person receiving too much at once and stage it.
2. HANDOVER DOCS — for the top 3 tasks, a written handover each: PURPOSE (why this task exists and who suffers if it's wrong), TRIGGER (when it starts), STEPS (numbered, with the judgement calls named — "if X, then Y; if unsure, the default is Z"), DONE LOOKS LIKE (checkable finish line), BOUNDARIES (what they decide alone vs what comes to me — as bright lines, e.g. "discounts under $200: yours"), and FIRST-MONTH CHECK-INS (scheduled, shrinking).
3. THE CONVERSATION SCRIPT — how I offer each handover in my voice: the why-them, the support on offer, and the explicit "first attempts won't match how I did it — the standard is the outcome, not my method" line, because my stated bounce-back history says I need to hear myself say it.
4. ANTI-BOOMERANG RULES — 3-4 rules targeting MY failure pattern (e.g. "questions get answered with 'what would you do?' first", "I don't touch the work product; feedback goes in the check-in", "redoing it myself is banned — flawed-and-theirs beats perfect-and-mine for one quarter").
5. THE CADENCE — week-by-week for the first month per handover: do-it-together, watch-them-do-it, they-do-it-with-check-in, theirs.
</task>

Rules: use only the tasks and people I listed — no invented capabilities; where a person's readiness is unknown, mark [CHECK: ask them]. If a task involves pay, performance or legal decisions, it stays in KEEP with a note. Australian spelling; direct, practical, encouraging about the wobble.

Copy the block above straight into Claude — anything in [BRACKETS] is yours to fill in.

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