Download the Delegate and Elevate Tool
Create more time for the work you love and are great at.
The EOS Delegate and Elevate Tool helps you see what needs to come off your plate so you can focus your time and energy where you make the greatest impact.
Make More Room for What You Do Best
The Delegate and Elevate Tool helps you organize your activities into four quadrants based on how much you enjoy them and how well you do them. Use the tool to:
- Identify work that needs to come off your plate
- See where your time and energy are going
- Create more capacity to lead and manage
- Help your direct reports evaluate workloads
- Clarify work that may need to move seats
Get Started With Delegate and Elevate
The worksheet gives you a simple way to decide what to keep doing and what to let go of.
STEP 1
List Your Activities
Write down what you do during a typical day, week, and month.
STEP 2
Sort Into Quadrants
Place each activity into one of four quadrants based on how much you enjoy doing it and how well you perform it.
STEP 3
Delegate the Bottom Two
Start with work you don't enjoy or do well, then delegate activities you're good at but don't enjoy.
STEP 4
Focus on the Top Two
Use your newfound capacity for more work you like and do well, especially what you love and do great.
Frequently Asked Questions
What Is the Delegate and Elevate Tool?
The Delegate and Elevate Tool is an EOS Tool that helps you identify what to delegate so you can create more capacity and spend more time doing work you love and are great at.
You list your activities, sort them into four quadrants based on enjoyment and ability, and make a plan to let go of work in the bottom two quadrants.
What Are the Four Delegate and Elevate Quadrants?
The four Delegate and Elevate quadrants are Love/Great, Like/Good, Donโt Like/Good, and Donโt Like/Not Good.
The top two quadrants represent work to spend more time doing. The bottom two identify activities to delegate.
What Should I Delegate First Using Delegate and Elevate?
When using the Delegate and Elevate Tool, start by delegating activities in Donโt Like/Not Good, then work toward delegating activities in Donโt Like/Good.
Being good at an activity does not mean you need to keep doing it.
What Should I Consider When Delegating an Activity?
When delegating an activity, decide who will take it on, what training or support they need, when the handoff will happen, and what success looks like.
Make sure the person has the capacity to do the work well and keep expectations clear during the handoff.
What If I Canโt Delegate an Activity?
If you canโt delegate an activity, consider whether it can be eliminated, simplified, or automated.
If the work still needs to be done and no one has the capacity to take it on, that may reveal a people or capacity Issue that needs to be solved.
Can I Use Delegate and Elevate With My Direct Reports?
Yes. You can use the Delegate and Elevate Tool with your direct reports to help them understand their workloads, identify what they need to let go of, and create enough capacity to do their jobs well.
Have each direct report complete their own worksheet, then review the results together.
Can Delegate and Elevate Help With Hiring?
Yes. The Delegate and Elevate Tool can help inform hiring by showing which activities need to move off your plate or a direct reportโs plate.
Use your Accountability Chart to determine whether that work belongs in an existing seat or requires another seat.
How Often Should I Use Delegate and Elevate?
You should revisit the Delegate and Elevate Tool as your responsibilities change or whenever you no longer have enough time to do your job well.
EOS also teaches you to delegate, eliminate, or automate at least one activity from your bottom two quadrants each quarter.
Is the Delegate and Elevate Tool Free?
Yes. The Delegate and Elevate Tool is available as a free download.
Complete the form on this page to access the tool.
Create More Capacity for What Matters Most