Shop / Business / Management / The Delegation Handbook

Management · Nº 33

The Delegation Handbook

Get Yourself Out of the Day-to-Day, Task by Task, without Letting Your Standards Slip

You hired good people. So why does every decision still end up on your phone?

24 tools, a spreadsheet, and one architecture studio's handoff worked through with numbers, so you can let go one task at a time and stop being the bottleneck.

You get 24 tools to list everything that crosses your desk, pick a path for each task, hand it off with recordings and three rounds of training, and set clear limits for your team. Plus a 6-tab spreadsheet, already filled in with the example.

1ready-made spreadsheet
14templates to adapt
24tools

A book explains the method. This handbook puts it to work: the tool, a worked example, and a spreadsheet with your numbers.

Secure checkout by Digistore24Money-back guaranteeLifetime access

One-time payment of $29.00. The order form shows the final amount, with any taxes for your country, before you pay.

Digital delivery: PDF handbook, spreadsheet and access on the Consylion platform.

14-day money-back guarantee: if it isn't what you expected, request a full refund within 14 days of purchase.

Your order is processed by Digistore24, our authorized reseller. By purchasing, you accept the terms of use and purchase · refund policy.

It's Saturday morning and your phone buzzes. Someone on the team wants to know if they can order the materials. Then a client who'll only talk to you. Then a draft that needs your sign-off before Monday. You tried delegating last year. The job came back wrong, you fixed it at 11 p.m., and you decided it was faster to just do it yourself. It was. That's how you ended up here.

THE SPREADSHEET

Day-to-day handoff spreadsheet

Use the completed example as a reference and enter your business data in the marked fields. Check the instructions and the calculations before you make a decision.

The Delegation Handbook · The spreadsheet on screen
The spreadsheet on screen
The Delegation Handbook · Simulation with the example data
Simulation with the example data

SOUND FAMILIAR?

Three situations this handbook solves

A task comes back wrong

Your first instinct is to take it back and redo it. Instead, you fix it with the customer, then sort the mistake: training, the process, attention, or a task that was too hard. You fix the piece of the handoff that failed, and the task stays where it is.

Your phone lights up with another "can I?"

Someone wants approval to fix a small problem for a customer. You point to the off-limits list and the fix-it budget. Next time they solve it, log it, and tell you about it in Friday's report.

A client insists on talking only to you

You don't vanish and you don't take the job back. You use the ready-made message, set the milestones where you'll be in the room, and let the person in charge run the rest.

INSIDE

What you'll find in each tool

Five parts, in the order a task leaves your hands. First, find out what really crosses your desk and what your hour is worth. Then choose a path for each task: cut, automate, outsource, or delegate. Then hand it off with a recording, a written goal, and a standard. Then give the team limits instead of approvals. Finally, rewrite your own job on one page.

The Delegation Handbook · The tool: the idea, where it comes from, and the diagram
The tool: the idea, where it comes from, and the diagram
The Delegation Handbook · The step-by-step and the hands-on exercise
The step-by-step and the hands-on exercise
The Delegation Handbook · Illustrative example with numbers
Illustrative example with numbers: Traço Cerrado, a fictional architecture and interior design studio. Owner and architect Lívia thought she handled about 15 kinds of tasks. Ten days of notes showed 52, in a 62-hour week. Her studio's numbers run through every tool.
The Delegation Handbook · The diagram in detail
The diagram in detail

WHAT YOU GET

Everything included in your purchase

  • The Delegation Handbook in PDF: 24 tools, each with step-by-step instructions, a worked example, and an exercise
  • The Day-to-day handoff spreadsheet in Excel and Google Sheets, with 6 working tabs, filled in with the example studio
  • The Template kit: 14 ready-made texts, from the off-limits list and the 15-minute report to the message that introduces a new person in charge
  • 2 worksheets to fill in (task handoff and quarterly review) and a 30-day plan, one week per stage
  • Access to your handbook on the Consylion platform
The Delegation Handbook · What lands in your library
What lands in your library
The Delegation Handbook · The final checklist
The final checklist

Full table of contents

The 24 tools, in the order you'll use them

Part 1 · Part 1 · The owner in the middle of everything

  1. 01
    The owner's task inventoryTen workdays of notes that show everything you really do, task by task
  2. 02
    What your hour is worthThe math that shows which tasks cost too much when you do them yourself
  3. 03
    Hand it off even if you do it betterWhy being faster at a task is not a reason to keep it
  4. 04
    Why owners hold onThe five reasons owners don't let go, and the answer to each

Part 2 · Part 2 · Choose what goes

  1. 05
    The four paths for a taskCut it, automate it, outsource it, or delegate it to the team
  2. 06
    Passion × proficiencyKeep what you're great at and enjoy; everything else gets in line
  3. 07
    Who, not howBefore you learn a new task, find someone who already knows how
  4. 08
    The handoff orderFour waves, starting with the tasks that free up the most hours and are easiest to hand off

Part 3 · Part 3 · Hand off the task

  1. 09
    Who gets the taskEach person's skill and will decide how you hand it off
  2. 10
    Record as you workRecord your screen or phone while you work, and let the new person write the guide
  3. 11
    The why before the howThe goal of the task in writing, so the person can decide without calling you
  4. 12
    Good enoughThe standard the customer actually needs, in up to five criteria
  5. 13
    I do, we do, you doThe task handed off in three rounds, with a date to stop checking

Part 4 · Part 4 · Let go safely

  1. 14
    What's off-limits, and the rest is fair gameSeven clear limits instead of asking permission for everything
  2. 15
    The fix-it budgetA set amount the team can spend to solve a problem without calling you
  3. 16
    Bring a proposalThe team brings the solution along with the question
  4. 17
    The 15-minute reportThree questions every Friday instead of a status meeting
  5. 18
    When the task comes back wrongFind where the handoff failed before you take the task back

Part 5 · Part 5 · The owner out of the day-to-day

  1. 19
    The owner who rescuesStop jumping in to save the task and give the decision back
  2. 20
    The client who only wants the ownerIntroduce the new person in charge without losing the client
  3. 21
    The owner's job on one pageThree to five responsibilities you keep, each with its hours per week
  4. 22
    The hours you get backGive every freed-up hour a job before the day-to-day creeps back in
  5. 23
    The quarterly handoff reviewOne hour every 90 days to check each delegated task
  6. 24
    The 12-month handoff planThe day-to-day hours that come off your week, quarter by quarter

Who it's for

It's for you if

  • You're the best hands-on expert in your business, and every deliverable still goes through your review
  • You delegated before, the task came back wrong, and you quietly took it back
  • Your team asks permission all day, and you can't step away for a week
  • You have clients who only want to talk to you, even when someone else is in charge of their project
  • You'd rather move one task at a time than hand off everything at once and hope

It's not for you if

  • You just became a manager and want a roadmap for your first months. Start with The First-Time Manager's Handbook
  • You want to develop leaders, give feedback, and hold people accountable. That's The Leadership Handbook
  • You need to write the procedures and checklists for each process. That's The Process Handbook
  • You want a promise of free weekends. This handbook gives you a method and a way to measure it, not a promise

Frequently asked questions

My team is tiny. Can I really delegate with two people?

Yes. Start with the paths that don't depend on the team: cutting, automating, and outsourcing free up hours on their own. Then hand off one task at a time to the people you have.

What if nobody on my team knows how to do the task?

The handbook sorts people by skill and will. Someone who wants to learn gets three rounds of training. Someone who doesn't is a sign to pick another person or bring in a contractor for that deliverable.

Do I need to hire someone before I start?

No. Do the inventory and choose the paths first. Cutting, automating, and redistributing often takes care of part of the hours, and then the hiring decision gets a lot clearer.

Will this work for my kind of business?

The example is an architecture studio, but every tool shows how it applies to services, retail, manufacturing and distribution, and independent professionals with a team. You swap in your own tasks.

How do I keep from sliding back into doing everything?

You write your job on one page, give every freed-up hour a destination, and count how often you rescue a task. A one-hour review every 90 days shows what has drifted back to you.

How much time does this take?

About 2 hours and 24 minutes of reading, or 6 minutes per tool, plus the exercises. The 30-day plan gets the first wave of tasks out of your hands, one stage per week. In the example, the full handoff runs over twelve months.

What do I get, and in what formats?

Each handbook is a PDF of about 100 pages with 24 to 27 tools. Every tool has step-by-step instructions and a worked example. You also get the handbook's spreadsheet in Excel (.xlsx), which opens in Google Sheets too, with the example already filled in. The message, policy, and clause templates are in the Template Kit inside the PDF, ready to copy and adapt. Read it in the member area or download the files.

How do I know if it fits my business?

Each handbook's page shows the problem it solves, who it is for and who it is not for, the full table of contents, sample pages, and the company used in the examples. The examples come from small businesses in several industries, with illustrative numbers. If it is not a fit, you can ask for a full refund within 14 days of your purchase, as described in the Refund Policy.

What is the difference between a handbook, an area set, and the Series?

A handbook solves one problem. An area set brings together every handbook and spreadsheet in one of the 6 areas, for less than the price of 5 single handbooks. The Consylion Handbook Series brings together all 100 handbooks and 100 spreadsheets, for less than the price of 8 single handbooks, and includes the next handbooks in the Series. Products outside the Series, from Consylion Life or Consylion Business, have their own price. They are sold separately and are not part of an area set or the Series.

Do I need to read everything before I start?

No. Each tool works on its own. Open the table of contents, pick the tool for today's problem, and start there. You can also read it cover to cover.

Do I need to know Excel?

The basics are enough: open the file and fill in the marked fields. The formulas are already built, and the handbook's example is filled in for reference.

How do I pay, and when do I get access?

By card or bank transfer, as a one-time payment with no subscription. Once your payment is confirmed, you get access to the member area by email. Approved card payments are confirmed right away. Bank transfers are confirmed when the funds clear. If access does not arrive within 24 hours of confirmation, check your spam folder and write to team@consylion.org.

How long do I have access, and how can I use the files?

Access does not expire, and you can download the files for offline use. The license is individual. You may read the handbooks, print them for your own use, and fill in and adapt the spreadsheet and templates with your company's data. If you are a consultant, accountant, or manager, you may apply the tools with your clients and deliver the result of your work, not the files. You may not share, resell, or distribute the files or the access.

How do support and refunds work?

Support is by email at team@consylion.org, on business days, with a reply within 5 business days. It covers questions about access, files, and payment. It does not include consulting or advice on applying the material to your case. You can cancel within 14 days of your purchase, without giving a reason, and get the full amount back through the payment method you used. Send the request to the same email. The details are in the Refund Policy.

All 100 handbooks

CONSYLION HANDBOOK SERIES

The 6 departments of your business, for less than the price of 8 single handbooks.

This handbook solves today's problem. The Series solves the next one, and the one after that, with nothing more to pay.

  • 100 handbooks with 2,403 ready-made tools, to read on screen and download as PDFs
  • 100 spreadsheets for Excel and Google Sheets
  • 6 business areas
  • Lifetime access, unlocked once payment is confirmed
$2,900.00 if bought separately
$197.00
One-time payment · for less than the price of 8 single handbooks
See details

One-time payment of $197.00. The order form shows the final amount, with any taxes for your country, before you pay.

Digital delivery: PDF handbook, spreadsheet and access on the Consylion platform.

14-day money-back guarantee: if it isn't what you expected, request a full refund within 14 days of purchase.

Your order is processed by Digistore24, our authorized reseller. By purchasing, you accept the terms of use and purchase · refund policy.

Management · Nº 33

Stop being the bottleneck in your own business

Your talent built this business. It doesn't have to approve every purchase. This handbook gives you the tools, the spreadsheet, and a worked example to move one task at a time, with a standard your team can follow. Pick the task that annoys you most and start there.

See all 100 handbooks · $197.00

Single handbook
$29.00
One-time payment
Secure checkout by Digistore24Money-back guaranteeLifetime access

One-time payment of $29.00. The order form shows the final amount, with any taxes for your country, before you pay.

Digital delivery: PDF handbook, spreadsheet and access on the Consylion platform.

14-day money-back guarantee: if it isn't what you expected, request a full refund within 14 days of purchase.

Your order is processed by Digistore24, our authorized reseller. By purchasing, you accept the terms of use and purchase · refund policy.

All 100 handbooks

Handbook Series

6 departments, 100 handbooks, 100 spreadsheets

$197.00 $2,900.00 separately

Money-back guarantee · Secure payment

One-time payment of $197.00. The order form shows the final amount, with any taxes for your country, before you pay.

Digital delivery: PDF handbook, spreadsheet and access on the Consylion platform.

14-day money-back guarantee: if it isn't what you expected, request a full refund within 14 days of purchase.

Your order is processed by Digistore24, our authorized reseller. By purchasing, you accept the terms of use and purchase · refund policy.