Delegation Readiness Framework

How to use this framework

Score each candidate task from 1 to 5 on four dimensions, then add the scores. The total tells you how ready the task is to move to a virtual assistant, and just as important, what needs to happen before it can move.

The four scoring dimensions

• Repeatability: How often and how predictably does the task recur? Tasks that follow a schedule score high.
• Documentation: Can the steps be written down today, as the team actually runs them? If no one can write the steps, score low.
• Decision-rule clarity: Do the edge cases have rules? A task with rare exceptions scores high; one where every case is different scores low.
• Risk: What does an error cost? Higher risk means lower readiness, so score this dimension with the cost of a mistake in mind.

Scoring the task

Score	Readiness	What to do
16–20	High	Delegate after a documented SOP and a review window
11–15	Medium	Delegate with training and regular spot checks
6–10	Low	Keep in-house or fix the documentation first
0–5	Very low	Keep in-house

Score the task as it runs today, not as you hope it will run. If a dimension scores low, fix that part of the system before delegating: the score is a to-do list, not a verdict.

How the framework connects to the Circle system

This framework maps to the Delegation Planning stage of the Circle system: identifying which repetitive tasks can move off the team and what must stay. Use it alongside the patient recall article and the patient recall workflow to turn a scored task into a working handover.