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DelegationLens™

A structured tool for leaders deciding who (or what) should do the work — and at what level of autonomy — across humans, AI, or hybrid teams. The goal is the lowest safe autonomy level that protects outcomes, develops capability, and keeps accountability clear.

1
Modality
2
Work
3
Task Profile
4
Intent
5
Readiness
6
Level
7
Guardrails
8
Ownership
9
Plan
10
Summary
1

Delegation Modality

Who or what will you delegate this work to?

2

Define the Work

What is being delegated, from whom, and why?

3

Task Profile

Assess complexity, novelty, and frequency for the delegate.

4

Delegation Intent

Is this delegation also about developing capability?

When checked, autonomy will start conservatively and the 90-day plan will include coaching loops, confidence checkpoints, and progressive uplift — even for simple tasks.

5

Delegation Readiness & Risk Check

Answer each prompt to generate a readiness and risk profile.

Could errors cause material harm (customers, compliance, safety, reputation)?
Are mistakes easily reversible or correctable?
Are rules, thresholds, and success criteria clearly defined?
Do humans still need to learn this task for capability development?

Select a delegation modality (Step 1) first.

6

Select the Autonomy Level

Choose the appropriate level based on readiness. Levels above your profile are locked.

Risk × Autonomy MapYour chosen level and risk profile is highlighted.
RiskL1 — InformL2 — AdviseL3 — SharedL4 — AutonomousL5 — System
HighRecommendedCautionHigh ControlsAvoidAvoid
MediumRecommendedRecommendedRecommendedCautionAvoid
LowRecommendedRecommendedRecommendedRecommendedCaution

Start here: Select a delegation modality (Step 1) to tailor guidance.

1
Informational
Select a modality to view examples.
2
Recommendation
Select a modality to view examples.
3
Shared Decision
Select a modality to view examples.
4
Delegated Authority
Select a modality to view examples.
5
Governed Autonomy
Select a modality to view examples.
7

Guardrails, Controls & Coaching

Guardrails exist at every level — the form they take changes as autonomy increases.

At Levels 1–2 the guardrail is structural: the human retains all decisions (L1) or approves every recommendation (L2). Oversight is built into the level design — but you should still document who is responsible, what the delegate is permitted to prepare, and what triggers escalation.
8

Accountability & Ownership

Even when AI is involved, accountability stays with a named human owner.

9

90-Day Delegation Uplift Plan

Auto-generated from your readiness, level, modality, and complexity. Edit to match your context.

Complete sections 1, 3, 5 and 6 to auto-generate your plan.

10

Participant Details

Optional — helps your coach identify and review this report.

Click Save Report in the header to save your completed assessment so your coach can review it alongside you.

Decision Summary

Complete the assessment above to generate your decision summary.

DelegationLens™ by CapabilityLens™ — delegate intentionally: the right autonomy level, with clear guardrails and owned outcomes.