Delegation Planner™

Identify the people and groups to be involved in the responsibilities of your plan. 🗺️

1. Add people or groups to your delegation board by clicking on the "+" symbol in the right-hand corner of the drafted board page and choose which type to add: a "Group" or a "Person" from the drop-down menu.
   
   

   
   
   

2. Select the groups or people from the pop-up window and hit "Add."
   
   

   
   
   

3. Repeat steps 1 and 2 as many times as needed to include all the people and groups involved with your goal or project.

Time to brain dump! 🧠 When you think about the success of your end goal, team initiative, or project, what responsibilities are being handled, and by whom?

1. Identify a person or group that needs an added responsibility.

2. Click the "Add responsibility" button at the bottom of their column.
   
   

   
   
   

3. Enter an overview of that responsibility into the populated textbox.

4. Add this responsibility by hitting the "Create" button.
   
   

   
   
   

📝 Please note: Adding time commitments is outlined in part two of this guide.

What factors influence your delegatory decisions? Maybe it’s how passionate and skilled an employee is when it comes to that responsibility.

Decide the factors that are most important to you (that you could rate a person on a scale of 1-5). These are your responsibility rating terms — you can create up to 10!

1. Expand the "Account" options from the left-hand navigation.

2. Choose "Settings."

3. Scroll down to the "Delegation planner" section.

4. Edit the pre-populated rating terms in the existing textboxes or hit "Add new" to create additional options.
   
   

   
   
   

5. Click "Save changes" to push through these updates.

Now it’s time to figure out: How long does each responsibility take (and how do they add up for the people in charge)?. ⏰

1. Identify the person or group needing a new time commitment.

2. Click on the listed responsibility to edit it.

3. Locate the "Time commitment" section in the pop-up window.

4. Click on the arrow next to the white textbox and choose how you'd like to quantify the time commitment: hours per day, week, month, quarter, or year.
   
   

   
   
   

5. Enter a numerical amount into the white textbox.
   
   

   
   
   

6. Apply the estimated time commitment by hitting "Save changes."

Communicate responsibility-specific expectations to your teammates here. 📋

1. Identify a person or group that holds a responsibility that needs a description.

2. Click on the listed responsibility to edit it.

3. Locate the "Responsibility description" section in the pop-up window.

4. Start writing in the provided textbox and detail the expectations of this specific responsibility in one or two sentences.
   
   

   
   
   

5. Apply the description by hitting "Save changes."

Connect helpful how-to content to each responsibility so the people in charge know exactly how to get it done (the right way.) 📚

You've done it! Your plan has been outlined, documented, and given all the details it needs to be a successful first go around. Time to publish. 🚀

1. Publish your delegation board by clicking the "Apply to account" button in the upper right-hand corner of your planning page.
   
   

   
   
   

2. Review the confirmation pop-up and decide your next action: "I'm done for now!" or "Create another board."
   
   

   

   
   📝 Please note: Only Admin+ permission levels will see the fully published board under the Delegation Planner™ page, but the teammates involved in each plan will now see their new responsibilities listed under their profile pages.
   
   

Keep your key players front and center by changing your column display order. 🧮

1. Hover over the name of the person or group you'd like to move.

2. Click and hold your finger down on your mouse.

3. Drag and drop the column to where you'd like to place it on the board.
   
   

   
   
   

4. Publish your changes to your delegation board by clicking the "Apply to account" button in the upper right-hand corner of your planning page.

Does a responsibility make more sense to delegate to a different person or group? Change the listing by dragging and dropping it into a different column.

1. Hover over the responsibility textbox of the person or group you'd like to move.

2. Click and hold your finger down on your mouse.

3. Drag and drop the responsibility to the column you'd like to place it under on the board.

4. (If this is a group responsibility) Review the pop-up window information on the action you are taking and confirm the move of your responsibility by clicking the "Got it, let's delegate!" button.
   
   

   
   
   

5. Publish your changes to your delegation board by clicking the "Apply to account" button in the upper right-hand corner of your planning page.

Ready for your next planning session? Use the steps listed below to get started! 🎉

1. Open the board drop-down menu.

2. Click the "Add new board" button.
   
   

   
   
   

3. Enter a title for your board.

4. Hit "Save."
   
   

   
   
   

5. Repeat the actions listed in part one and part two of this help guide to build out your new board.

Is a listed responsibility no longer relevant? Remove it using these steps. 🗑️

1. Click on a listed responsibility textbox under any person or group.

2. Locate the "Options" section in the pop-up window.

3. Hit the "Remove responsibility" button.
   
   

   
   
   

4. Publish your changes to your delegation board by clicking the "Apply to account" button in the upper right-hand corner of your planning page.

📝 Please note: This action removes a responsibility platform-wide once the changes have been published and is not just an update under the delegation board.