Delegation worksheet (2 pgs)

Setting Your People Up For Success
I am assigning ______________ the responsibility of __________________________________.
Adapt your approach
1. Given the difficulty and importance of the task and my staff member's will and skill for this
task, my approach should generally be:
Very hands-on Moderately involved Relatively hands-off
Agree on expectations
2. Begin at the end: what outcomes are you looking for?
______________________________________________________________________________
______________________________________________________________________________
3. WHY is this task important?
______________________________________________________________________________
______________________________________________________________________________
4. WHERE does this task fall among current priorities?
______________________________________________________________________________
5. WHEN does it need to be completed by?
______________________________________________________________________________
6. WHAT else is important to know? (e.g., context, constraints, input)
______________________________________________________________________________
______________________________________________________________________________
7. WHO else should be involved?
______________________________________________________________________________
Discuss
Outcomes
Phase 2 Training Guide
8. How will you make sure you and your team member are aligned on key points and next steps?
o verbal or written repeat-back
o project plan
o other _________________
Stay engaged
9. What specific products or activities (e.g., outlines, data, rehearsals, etc.) will you want to review
or see in action before it’s too late? When will you check in? Can you schedule that now?
o Early on:
_______________
_____________
o Midstream:
_______________
________________
o On the back end:
_________________
_________________
Create accountability and learning
10. When and how will you debrief how things went? Can you schedule that now?
___________________________________________________________________________

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Delegation Worksheet

House Meeting Report Form (1 pg)

Area: ______ Turf: _________________________ Meeting Date: ____________
Meeting Host: __________________________________________
Meeting conducted by: _______________________________________________
Total number of people who attended: __________________
Number of CSEA members who attended: __________
Number of commitments to host a house meeting: ________
Number of commitments to participation in the next Action: _________
The next Action is: _______________________________________
Date of next Action: ____________
Number of Phase III volunteers recruited: ______
Number of Commitment Cards collected: ______
Any additional information or comments about this house meeting: _________
___________________________________________________________________
___________________________________________________________________

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House Meeting Report Form

House Meeting Sign in Sheet (1 pg)

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House Meeting Sign in Sheet