The Outsource/Delegate Task Template helps you delegate work to others. It’s a tool for ensuring important tasks are completed even when you’re not doing them yourself.
First, you describe the task and why it’s essential. You also write down what you want the result to be.
Then, you consider whether the task is right for someone else to do. You ask questions like: Does it need your special skills? Will giving it away free up your time?
The template has a list where you can write down people who might be suitable for the task. You note their skills and if they’re free to help.
When you pick someone, you write down what help they’ll need. This could be instructions, tools, or training.
You also set a deadline for the task and plan when to check on how it’s going.
At the end, you think about how well the task was done. This helps you make better choices about what to delegate in the future.
This template makes it easier to share work and use everyone’s skills well. It’s great for managing your time in a 20-hour work week.
Download the Outsource/Delegate Task Template Word Document:
Task Information
Task Description
- Briefly describe the task: _________________________
Task Importance
- Why is this task important? _______________________
Desired Outcome
- What is the expected outcome? _____________________
Evaluation for Outsourcing/Delegation
Criteria for Delegation
- Does the task require your specific expertise? (Y/N): ________
- Can the task be completed by someone else effectively? (Y/N): ________
- Will delegating this task free up time for higher-priority work? (Y/N): ________
- Is there a clear process or guideline for completing this task? (Y/N): ________
Suitable Candidates
| Candidate Name | Skills/Expertise | Availability | Fit for Task (Y/N) |
|---|---|---|---|
| ___________________ | ___________________________________ | ____________ | __________________ |
| ___________________ | ___________________________________ | ____________ | __________________ |
| ___________________ | ___________________________________ | ____________ | __________________ |
Task Assignment
Assigned To
- Name of the person/team: _________________________
- Date of assignment: ______________________________
Resources Provided
- Documentation or Guidelines: _____________________
- Tools or Access Required: ________________________
- Training or Support Needed: ______________________
Deadline
- Task Completion Date: ____________________________
Monitoring and Follow-Up
Check-In Points
- First Check-In Date: _____________________________
- Second Check-In Date: ____________________________
- Final Review Date: _______________________________
Feedback and Support
- Provide regular feedback on task progress: ________
- Offer additional support if needed: _______________
Task Completion
- Was the task completed on time? (Y/N): ____________
- Was the quality of work satisfactory? (Y/N): _______
- Any issues or lessons learned: ____________________
Final Notes
[Space for additional notes, observations, or future improvements]
Remember: Effective delegation and outsourcing allow you to focus on higher-priority tasks while ensuring that all work is completed efficiently. Use this template to delegate tasks with clarity and confidence.