Delegation Playbook: Practical Strategies for New Leaders

Brett Harned
February 16, 2025

Brett is a co-founder of Same Team Partners and the creator of Teamangle, a platform for aligning teams through communication, collaboration, and culture. A pioneer in digital project management, he founded the Digital PM Summit and authored Project Management for Humans. With experience as VP of Project Management at Happy Cog and Senior PM at Razorfish, Brett has led impactful projects for Zappos, MTV, and Harvard, helping clients tackle complex challenges in people, processes, and culture for lasting results.

https://brettharned.com/
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Effective delegation is a fundamental leadership skill that involves more than just assigning tasks. It's about building trust, empowering team members, and creating the space for strategic focus.

When leaders know when and how to let go, the return on investment is clear: CEOs who excel at delegation generate 33% more revenue than those who don’t.

Whether you're a new manager or an experienced leader, this playbook will equip you with actionable insights to lead confidently and efficiently.

  • Discover practical strategies for overcoming common barriers to delegation
  • Learn when and how to delegate effectively
  • Explore tools and frameworks that make delegation a seamless part of your leadership style

Why delegation is a leadership skill you can’t ignore

Delegation isn’t just a skill. It’s your secret weapon for building trust, creating an awesome team culture, and saving yourself from becoming the office bottleneck. 

Think of it as the ultimate team-building hack. When done well, delegation is like handing over the mic to someone in your band who can hit all the right notes, allowing you to focus on conducting the whole performance.

Let’s take a look at what can happen if you don’t delegate and the benefits that result when you do.

The impacts of failing to delegate

  • You become overwhelmed, leading to burnout and decreased performance.
  • Bottlenecks form, slowing down projects and frustrating teams.
  • You miss opportunities for team development and engagement.

The benefits of delegation

  • Frees up time: Delegating routine tasks allows you to focus on big-picture goals.
  • Builds trust and engagement: Empowering team members to take ownership strengthens relationships and loyalty. Nothing says, “I trust you,” like handing over responsibility and letting someone shine.
  • Develops team skills: Assigning tasks strategically helps employees grow and prepares them for future leadership roles.
  • Fosters a positive team culture: Delegation encourages collaboration, innovation, and a sense of shared purpose. Teams feel more connected when everyone contributes meaningfully.
  • Drives organizational success: Efficient task distribution leads to better project outcomes and higher productivity.

Delegation isn’t about dumping work on others—it’s about creating a win-win situation where everyone on the team thrives.

Trusting your team lightens your workload and sends a clear message: "I believe in your skills and your ability to contribute to our success." That trust is the foundation for a vibrant team culture that people want to join.

Common barriers to effective delegation

Delegation doesn’t happen in a vacuum—it’s shaped by the working environment, the complexity of tasks, the risks involved, and the team's culture. 

You might face fast-paced, high-pressure projects where the stakes feel too high to hand off control, or you might encounter teams with varying levels of experience or trust. Sometimes, organizational cultures discourage collaboration, creating an unspoken expectation for leaders to shoulder the bulk of the workload.

Despite these challenges, successful leaders understand that delegation is not optional. It’s a critical skill to ensure sustainable success. By recognizing and addressing these barriers, you can embrace delegation as a tool for growth, not just for yourself but for your entire team. 

Here are some common barriers you might encounter, with tips to overcome them:

Fear of losing control

Let’s be honest: Handing over tasks can feel like letting your kid pack their own lunch. Sure, they could include a vegetable, but it’s probably going to be all cookies and regret.

That fear of things spiraling out of control often pushes leaders into full-on micromanagement mode, which kills creativity faster than a surprise Monday morning meeting. The fix?

  • Set crystal-clear expectations. (Think: “Here’s the lunchbox, aim for at least one healthy option.”)
  • Offer guidance where needed.
  • Check in regularly—like a casual progress snack, not a full buffet inspection.

This approach builds trust, autonomy, and keeps your stress levels from hitting DEFCON 1.

Practical example

A marketing manager I worked with used to rewrite every piece of copy her team produced. Her fear of poor quality was so intense it nearly doubled everyone’s workload.

After introducing a clear style guide and hosting regular feedback sessions, she saw her team’s output improve significantly, and she could step back without worry.

Lack of confidence in team members

Ever feel like you’re the only one who can “do it right,” so you hoard tasks? Spoiler alert: That’s not helping anyone. Your team stays stuck, and you end up buried under a mountain of work.

Instead, channel your inner talent scout. Take time to spot your team’s strengths, hand out responsibilities like you’re drafting the starting lineup, and invest in some training if skills need a tune-up.

The result? You’ll build their confidence, lighten your load, and realize you’re surrounded by rockstars who just needed a little stage time.

Difficulty letting go

If you’ve ever thought, “It’s faster if I just do it myself,” congratulations! You’ve officially joined the Overwhelmed Leaders Club! (Membership includes burnout and a permanent to-do list.) 

Letting go can feel scary for any leader. Here’s the trick: Start small. Delegate the “easy wins” first—like asking someone else to send that follow-up email or organize the next meeting. Slowly hand over bigger tasks as your confidence (and theirs) grows. 

It’s like teaching a kid to ride a bike: You let go, they wobble, and suddenly, they’re cruising while you’re off taking a well-deserved breather.

Practical example: Letting go without losing control

I once worked with Jamie, a creative director who had a habit of keeping too much on his plate. Jamie was constantly swamped—client presentations, project reviews, and leading a growing team. He’d often say, “It’s faster if I just do it myself”—especially when it came to client follow-ups and design tweaks.

The result? Burnout, bottlenecks, and a team that hesitated to take initiative because they assumed Jamie would handle everything.

We had a conversation about shifting that mindset. Jamie agreed to start small, delegating just a few “easy wins.” He asked his senior designer to own the weekly project status emails and let the project manager take charge of scheduling the next client meeting.

At first, Jamie stayed closely involved, double-checking details—but over time, the need for corrections dropped. The team became more confident, and Jamie finally had space to focus on higher-level strategy.

The lesson? Delegation isn’t about losing control; it’s about trust. Start with small tasks, offer guidance, and give your team the chance to step up. Jamie’s shift didn’t just ease his workload—it helped the whole team grow stronger.

Perceived inefficiency

You know the drill: “By the time I explain this, I could’ve just done it myself.” Sound familiar?

Sure, doing it solo might seem faster in the moment, but it’s like choosing to wash all the dishes by hand instead of running the dishwasher. Over time, it’s wildly inefficient (and exhausting).

The fix? Invest in solid onboarding and set up checkpoints to keep things on track. Yes, it takes effort up front. But once your team knows the ropes, you’ll spend less time fixing and more time marveling at how smoothly things run.

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3 simple tools for deciding what to delegate

Knowing when to delegate is as essential as knowing how. But let’s face it—stepping back isn’t always easy.

Delegation can feel like relinquishing control. The good news is, tools like the Eisenhower Matrix, the 70% Rule, and RACI charts can help make those decisions easier.

Remember: Delegation isn’t just about offloading tasks. It’s about leveraging the incredible expertise of your team and encouraging true teamwork.

These tools help you overcome delegation struggles by prioritizing effectively, letting go of perfectionism, and ensuring role clarity. Combined, they build trust, streamline workflows, and free you to focus on what matters.

Let’s take a closer look.

Eisenhower Matrix: Prioritize like a pro

Ever stare at your to-do list and feel like everything’s on fire? Enter the Eisenhower Matrix—a simple tool that sorts tasks by urgency and importance. Break your workload into four quadrants:

  1. Urgent & Important – Do these now.
  2. Important but Not Urgent – Schedule them.
  3. Urgent but Not Important – Delegate them.
  4. Neither Urgent nor Important – Eliminate them. (Bye, distractions!)
Eisenhower Matrix that shows Do Now in the urgent and important quadrant; Schedule in the important but not urgent quadrant; Delegate in the urgent but not important quadrant; and Eliminate in the not important and not urgent quadrant.
The Eisenhower Matrix makes it easy to figure out which tasks to delegate.

This method helps leaders quickly spot what needs their focus and what can be handed off. Delegating the “urgent but not important” tasks frees you up to focus on big-picture priorities—because you can’t lead effectively if you’re drowning in busy work.

The 70% Rule: Done is better than perfect

Perfectionist leaders, this one’s for you! If someone can complete a task at 70% of the quality you would, delegate it. Why? Because 70% is still good progress, and your team can improve with practice (and feedback).

This rule pushes leaders to step back, trust their team, and accept that “good enough” is often more than enough. The bonus? Your team grows, and you avoid burnout from hoarding every last task.

Remember: Growth happens in the gap between 70% and 100%.

RACI charts: Who does what, exactly?

Confused about who’s responsible for what? That’s where RACI charts come in. RACI stands for:

  • Responsible: The doer(s) of the task
  • Accountable: The person who owns the final result
  • Consulted: Those whose input is needed
  • Informed: Those who just need to know the outcome

Mapping out roles with a RACI chart eliminates guesswork, prevents duplicate efforts, and ensures everyone knows their part.

For leaders, this tool makes delegation crystal clear. No more confusion, no more bottlenecks, and no more “Wait, I thought you were doing that!” moments.

Practical scenarios for delegation

Now that you’ve got the tools, let’s put them to work.

Delegation isn’t just about lightening your load or avoiding your least-favorite tasks (though that’s a pretty sweet bonus). It’s about being strategic—playing to your team’s strengths, building trust, and ensuring everyone’s time and talents are used effectively.

So, when does it make sense to hand over the reins? Here are some practical scenarios:

  • Repetitive or administrative tasks: Scheduling meetings, compiling reports, or updating databases are delegation goldmines that free you to focus on higher-impact work.
  • Developmental opportunities: Stretch a team member’s skills by giving them tasks like managing a project or presenting findings. Offer guidance to ensure success.
  • Specialized skills: Leverage the expertise of team members who excel in areas like design, analysis, or coding to elevate project outcomes.
  • Projects with tight deadlines: Distributing tasks among the team ensures everything gets done efficiently and on time.
  • Recurring tasks that can be standardized: Delegate repetitive processes to someone who can streamline or automate them.
  • Tasks outside your expertise: Pass tasks requiring specialized knowledge to those best equipped to handle them.

5 levels of delegation

Delegation isn’t a one-size-fits-all approach. It’s a process that evolves with trust, skill development, and task complexity.

The 5 levels of delegation—sometimes called the delegation ladder—provide a framework for gradually transferring responsibility while ensuring success.

  1. Tell: You make decisions and provide detailed instructions.
  2. Sell: You explain the rationale behind your decisions to gain buy-in.
  3. Consult: Seek input from the team.
  4. Agree: Collaborate on decisions.
  5. Delegate: Hand over full responsibility and decision-making.

Let’s break it down step-by-step with a relatable scenario.

Example of the Delegation Ladder

Imagine you’re leading a team tasked with organizing a major event. Here’s how the 5 levels of delegation might play out:

  1. Tell: You assign a team member to book the venue and tell them exactly which one to call, what questions to ask, and how to confirm the booking.
  2. Sell: You tell the team why a specific venue was chosen based on location, cost, or capacity.
  3. Consult: You ask the team for suggestions on catering options and discuss their ideas before making a final decision.
  4. Agree: You work with the team to decide on the event schedule and activities, balancing everyone’s input.
  5. Delegate: A team member manages the event day, from coordinating vendors to ensuring everything runs smoothly.

Why does the delegation ladder work? 

The 5 levels of delegation ensure tasks are assigned based on the leader’s confidence and the team member’s readiness. By moving through these levels, you build trust, develop team skills, and avoid the risk of overloading or under-preparing your team.

Tip: Start with smaller tasks to gauge your team’s capability, and gradually increase responsibility as they demonstrate success.

How to be a better delegator

Great delegation requires intentionality. Here’s how you can improve your delegation game and make the process seamless for everyone involved:

  1. Assess tasks and team capacity: Evaluate which tasks can and should be delegated. Match these tasks to team members’ strengths, skills, and workload.
  2. Set clear expectations: Clearly outline deliverables, deadlines, and success criteria so everyone knows what’s expected.
  3. Communicate effectively: Ensure the team understands goals and outcomes. Use regular updates and check-ins to maintain alignment.
  4. Set up checkpoints: Regularly monitor progress without micromanaging. These moments help identify potential bottlenecks early.
  5. Follow through with accountability: Track task completion, and ensure accountability while maintaining visibility for everyone.
  6. Provide feedback: Celebrate successes and share constructive feedback. Use what you learn to refine the process for next time.
  7. Close the loop: Reflect on lessons learned and document them for future projects. Were expectations clear? Did the team meet its goals? These insights improve your next round of delegation.

Conclusion

Delegation is more than just offloading tasks—it’s an investment in your team and organization’s success. By overcoming barriers, applying effective frameworks, and practicing intentional delegation, you can unlock your team’s full potential and achieve strategic goals. 

Ready to take the next step? Start applying these strategies today and watch your leadership impact grow.

Make delegation easier with TeamGantt

Using a tool like TeamGantt doesn’t just help you as a leader—it empowers your team.

When tasks are visually mapped out, team members feel more confident about what’s expected. They can see the bigger picture and how their contributions fit into the project’s overall success. This clarity builds trust, reduces stress, and fosters a culture of accountability and collaboration among your team.

Here are just a few ways TeamGantt helps you delegate work effectively and set your team up for success:

  • Visual timelines: Assign clear deadlines for delegated tasks, and easily track progress—or spot bottlenecks—all the way to completion.
  • Workload management: Know what team members can take on—and when they’re at capacity—before delegating work.
  • Centralized communication: Add detailed instructions to a task, share and manage project files, and collaborate on deliverables—all in one easy-to-access place. 
  • Customizable labels: Categorize tasks by delegation level so everyone’s aligned on expectations for ownership and decision-making.
  • Baseline reports: Review past projects to see where tasks got off track, and use those lessons learned to improve future processes.

Best of all, TeamGantt is easy to use so you can focus your time and energy where it matters most.

Try TeamGantt for free today!

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