Do you know why they say, “Teamwork makes the dream work”?
It’s simple: when individuals rally around a common goal and share the workload, businesses often achieve results that exceed their wildest expectations.
But there’s one challenge—without proper delegation of authority, those dreams might just turn into nightmares. And don’t take our word for it; the studies say it all—only 2.5% of people can multitask effectively!
An effective organization’s delegation is also about clearly understanding the respective roles of decision-makers and the team executing the tasks.
With the right delegation of authority framework in place, your organization can avoid confusion and ensure everyone knows their responsibilities.
HR professionals and managers love this process because it ensures specific tasks are carried out with accountability. Some teams even involve legal counsel to ensure everything is above board.
But the real question is, where can you find pitch-perfect delegation of authority templates that you can use immediately without the headache of extensive edits?
In this article, we’ll introduce you to 10 of the best delegation of authority templates, all free to use and super easy to customize.
- What are Delegation of Authority Templates?
- What Makes a Good Delegation of Authority Template?
- Top 10 Delegation of Authority Templates
- 1. ClickUp Delegation of Authority Matrix Template
- 2. ClickUp Task Management Template
- 3. ClickUp Team Management Plan Template
- 4. ClickUp Roles And Responsibilities RACI Matrix Template
- 5. ClickUp RACI Planning Template
- 6. ClickUp RACI Matrix Template
- 7. ClickUp Responsibility Assignment Matrix Template
- 8. ClickUp Roles and Permission Matrix Template
- 9. Delegation of Authority Form Template by pdfFiller
- 10. Delegation of Authority Matrix Template by Lark
What are Delegation of Authority Templates?
Delegation of authority templates take the guesswork out of who can make which decisions.
Need someone to sign documents or approve a contract outline? Want to appoint someone to evaluate or explain your next strategic campaign? It’s all covered.
These templates clearly define roles for delegating authority to relevant parties.
Delegation of authority templates can assist with the following:
- Enhancing decision-making clarity: Set clear guidelines on who is empowered to make decisions for the organization
- Preventing legal issues: Ensure that team members adhere to approval processes and stay within their designated authority
- Monitoring task assignments: Oversee and keep track of delegated tasks across the organization
- Establishing roles and responsibilities: Guarantee that everyone is aware of their specific duties and what is expected of them
- Promoting accountability: Encourage a culture of ownership by clearly defining who is responsible for each task and decision
What Makes a Good Delegation of Authority Template?
A good delegation of authority template does more than just assign tasks—it creates clarity and accountability.
You don’t want people guessing or scrambling when a signature or approval is needed. The ideal templates prevent this by assigning specific roles, making sure everyone knows their responsibilities in the decision-making process.
The best templates also account for flexibility. Different departments may require different levels of authority, so the delegation form should be easily editable to reflect your organizational structure.
Whether you’re assigning authority for routine tasks or big decisions, such a document should mention every detail clearly. This makes it easier for all involved to follow.
📌 Example: When a marketing manager at a tech company needs approval for a new advertising campaign, she uses a well-structured delegation of authority template to clarify roles and responsibilities. The team operates smoothly without any confusion or delays by specifying who can approve budgets and timelines.
Top 10 Delegation of Authority Templates
1. ClickUp Delegation of Authority Matrix Template
The ClickUp Delegation of Authority Matrix Template helps businesses streamline decision-making and assign responsibilities efficiently.
It offers Custom Statuses like “Delegation” and “Needs Input” to track tasks, while Custom Fields such as CFO, CEO, and Department let you visualize your team’s authority structure.
For example, you can assign tasks to a Sales Manager and track their approval authority through the Matrix Table View.
This template also supports custom views like Task Lists and Gantt charts to clarify decision-making roles and reporting structures, making it super easy to track individual roles.
✨ Ideal for: Managers and supervisors of large teams who wish to clearly communicate responsibilities and SOPs for various team tasks
🧠 Did You Know? CEOs who excel in delegation skills see a staggering 33% increase in revenue. These top executives understand that they can’t do it alone; instead, they empower their teams to tackle assignments that align with their strengths.
2. ClickUp Task Management Template
Struggling to keep your tasks in order? The ClickUp Task Management Template is a feature-rich solution that lets you organize tasks by priority, status, or department—making collaboration a breeze.
Say your marketing team is planning a product launch. You can use the Board view to map out each stage—like content creation, ad campaigns, and social media posts—on a Kanban board and then move individual tasks through columns like ‘To Do,’ ‘In Progress,’ and ‘Complete,’ to visually track all progress.
For those juggling multiple responsibilities, the ‘Calendar view’ allows for scheduling interviews, setting deadlines for follow-ups, and updating task schedules.
Last, the template’s ‘List View’ works great for a project manager overseeing multiple teams.
✨ Ideal for: Project managers and others who need to manage and delegate cross-functional tasks.
Note: Need more ready-to-use task management solutions? Checkout our compilation of 11 free task management templates in Excel & ClickUp
3. ClickUp Team Management Plan Template
Managing a cross-functional or remote team can be challenging at times. How do you keep everyone aligned and on track? How do you manage individual and team progress?
That’s where the ClickUp Team Management Plan Template comes in. The template is designed to help leaders track team progress, assign roles, and stay organized.
For instance, if a remote marketing team struggles to coordinate tasks, the ‘Agenda by Department View’ lets them plan meetings efficiently, ensuring everyone is included.
Meanwhile, a tech team working on a product launch can use the ‘Status by Department View’ to track which tasks are stuck or complete.
With Custom Fields like ‘Department’ and statuses like ‘Working On It’ or ‘Cancelled,’ your team can easily adapt this template to their needs.
✨ Ideal for: Managers of cross-functional or remote teams, helping them coordinate tasks, assign roles, and keep track of progress in a unified manner.
4. ClickUp Roles And Responsibilities RACI Matrix Template
The RACI (Responsible, Accountable, Consulted, Informed) matrix is a simple framework for defining roles and responsibilities in a project or team.
Imagine your accounting department is preparing for the annual audit. With multiple stakeholders involved—like the CFO, auditors, and finance team—keeping roles clear is crucial. The ClickUp Roles And Responsibilities RACI Matrix Template makes that process simple.
For instance, the CFO is ‘Accountable’ for ensuring the audit runs smoothly, while the Finance Manager is ‘Responsible” for gathering financial reports. The external auditors need to be ‘Consulted’ for compliance checks, and the HR department might need to be ‘Informed’ about employee-related financial records.
Using the RACI Matrix View, everyone knows their specific role, avoiding overlap or missed tasks.
As tasks progress through statuses like Open or In Progress, the entire team stays aligned, ensuring smooth collaboration and preventing delays in the workflow.
✨ Ideal for: Organizations and departments needing to define roles and responsibilities clearly.
5. ClickUp RACI Planning Template
Much like the previous template, the ClickUp RACI Planning Template also helps with role delegation and accountability—but there’s a catch! It’s meant for beginners handling cross-functional projects.
Imagine you’re planning a corporate event—the Event Coordinator is responsible for logistics, the Finance Manager is accountable for the budget, and HR team needs to be informed of any staffing needs.
Or consider a marketing campaign launch—the Content Creator is responsible for writing materials, while the Creative Director oversees the visuals, and Legal must be consulted for compliance.
You can use the ‘Board View’ within the template to assign tasks to team members and view the Gantt chart to monitor progress.
✨ Ideal for: Beginners managing cross-functional projects who need to define roles, responsibilities, and accountabilities in a structured and easy-to-understand format.
6. ClickUp RACI Matrix Template
Unlike standard to-do lists, the ClickUp RACI Matrix Template lays out roles clearly, so you no longer have to wonder who’s handling the important stuff. What’s more—you can use this template even for personal planning.
Say you’re planning a road trip with friends. You can use this RACI chart template to assign the person responsible for booking hotels, accountable for setting the route, and keeping everyone else informed about key decisions.
Or imagine organizing a charity event: you can easily monitor who’s in charge of fundraising and consult with sponsors.
The beauty of this template lies in its ability to map out accountability with precision, making teamwork effortless—whether in business or everyday life!
✨ Ideal for: Business and personal project management, where clear role delegation and responsibility mapping are essential for successful outcomes.
7. ClickUp Responsibility Assignment Matrix Template
Imagine you’re managing multiple client projects—say, one for web development and another for content marketing.
With the ClickUp Responsibility Assignment Matrix (RAM) Template, you can simplify project management in a snap.
The template helps you assign clear roles: the developer handles site updates while the copywriter works on blog posts. It also makes sure your project coordinator is looped in to keep the timeline on track—no more guessing or constant back-and-forth emails.
One of the best features is the ‘Whiteboard View,’ which gives a real-time visual of who’s responsible for each task, so nothing slips through the cracks.
No matter if you’re managing a team or just touching base with clients, the template makes it easier to communicate and stay informed.
✨ Ideal for: Team leaders managing multiple client projects, simplifying task delegation and role assignment with clear visual tracking tools.
💡 Pro Tip: Use the Whiteboard View in ClickUp to enhance collaboration while assigning roles with the Responsibility Assignment Matrix Template. This feature allows your team to brainstorm ideas and create tasks in real time, ensuring everyone stays informed.
8. ClickUp Roles and Permission Matrix Template
Ever had that moment where a team member tries to access a file, only to hit a frustrating ‘Permission Denied’?
The ClickUp Roles and Permission Matrix Template fixes that mess.
When managing a mixed-scope project, say your Head of Sales needs access to customer data, while the freelancers only get access to marketing materials.
This template lets you map out exactly who can access what, ensuring security and efficiency.
For example, in the website project we referenced earlier, the Product Designer would have access to design files and prototypes, while the Marketing Specialist would be able to view product descriptions and promotional content.
With ClickUp’s Custom Views, like ‘Department Tasks’ and ‘External Tasks,’ you can track permissions and roles visually in real time.
No more second-guessing—just straightforward, well-managed workflows!
✨ Ideal for: Managers and team leads in organizations that need to control access, track permissions, and ensure the right people have the right information.
9. Delegation of Authority Form Template by pdfFiller
pdfFiller’s Delegation of Authority Form Template is ideal for marketing agencies looking to streamline approvals and decision-making.
Need the Creative Director to oversee design approvals and the Account Manager to handle budget sign-offs? Or will the social media manager take charge of content approvals for daily posts?
Just delegate the authority roles and let each team member focus on what they do best.
With easy-to-use edit, sign, and share options, this template keeps your projects moving smoothly and efficiently.
✨ Ideal for: Marketing agencies or creative teams looking to ease task approvals and decision-making.
🌟 Fun Fact: Did you know that leaders who don’t delegate enough can unintentionally create a culture of hesitation among their employees? When team members feel their skills and talents are truly valued, they’re happier and more productive.
10. Delegation of Authority Matrix Template by Lark
The Delegation of Authority Matrix Template from Lark is aimed at first-time users and helps projects stay organized with its user-friendly interface.
From simple internal team leadership delegations to cross-departmental authority allocations, you can easily edit task assignments, adjust authority levels, and track progress—all with just a few clicks.
It’s especially handy for ensuring everyone knows their role, from the intern learning the ropes to senior staff overseeing critical tasks.
A heads up, though: the template is best suited for Google Sheets.
✨ Ideal for: First-time users or small businesses who need a simple, user-friendly tool to assign tasks and manage authority levels across their organization.
Delegate and Elevate With ClickUp
Many successful business leaders, including the likes of Andrew Carnegie, Eli Broad, and Jessica Jackley, have reiterated the importance of effective delegation.
Take it from the English business magnate Sir Richard Branson, who famously said, “If you really want to grow as an entrepreneur, you’ve got to learn to delegate.”
It turns out that mastering delegation skills might just be the key to unlocking incredible success for your business.
But we get it—letting go can be tough.
That’s why these 10 delegation of authority templates are perfect to ease you into the delegation process.
Whether you’re managing a personal initiative, overseeing a marketing project, or coordinating a corporate event, these templates will help foster accountability across your team.
And let’s not forget about ClickUp! This project management platform goes beyond its 1000+ templates and offers collaboration features that help you and your team stay organized and productive.
Sign Up on ClickUp for free and start delegating smarter today!