Once you’ve decided what you want to delegate using the DELEGATE framework, next you need to decide who you’re going to delegate the task to (or “to whom you will delegate the task” for the grammarians out there 😉).

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Use this simple matrix to help you figure this out

1. List each team member in a row in the table below*

2. For each team member, mark Yes/No on the following three dimensions adding notes as needed*

   Capability: Do they currently have the skills to complete this task?

   • Don’t forget to consider parts of a task in addition to the task in its entirety.
   • Note any scope adjustments in the support or adjustments needed column

   Development: Does this align with their growth goals?

   • Think about this both considering this person as a doer and as an owner. Example: doing this task may not represent a stretch for this person, but fully owning it might make it more appealing and aligned. Make notes about this nuance in the support or adjustments needed column

   Capacity: Do they have bandwidth to take this on now?

   • Sometime we overload our most capable people. If this person will only have capacity if you deprioritize other work or delay this task or change the scope, note that in the support or adjustments needed column

3. Review the matrix. Prioritize assigning tasks to someone who scored “Y” across all three categories. If no one scored “Y” across all three, use the notes to guide your assignment decision and shape your approach to delegating like PRO

*Make sure to list people on other teams who might be able to take on some or all of the assignment, too

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Quick Decision Matrix

• Make sure to list everyone on your team to facilitate equitable delegation decisions - it’s important to ensure you’re not always delegating to the same people!

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Next up: how to delegate like A PRO using the PREP worksheet

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:logo-thumbnail1: © 2025 Brohnson LLC

Inspiration for this framework came from the sources listed here.