Level 1 represents the lowest autonomy, where the team member investigates and gathers information but returns for discussion before any decision is made by the leader. This level is appropriate for new team members, high-stakes situations, or when developing someone's decision-making capabilities.
Level 2 adds a decision-making element where the team member can formulate recommendations, but the leader retains final approval authority. This level builds confidence while maintaining control over outcomes.
Level 3 shifts meaningful authority to the team member, who can investigate, decide, and communicate their plan via email. The leader maintains oversight through a silent approval mechanism—if no objection is raised, the team member proceeds.
Level 4 grants execution authority where the team member completes the task independently and reports results afterward. This level demonstrates trust while maintaining accountability through post-action communication.
Level 5 represents complete delegation with full autonomy and no reporting requirement. The team member owns the responsibility entirely, which is appropriate for highly competent individuals working on routine tasks or within their core expertise.
This framework enables leaders to match delegation levels to individual development needs while gradually building team capacity and freeing up leadership time for strategic priorities.
Person Readiness: A team member may lack the experience, skills, or confidence to handle complete autonomy on a particular task. Jumping straight to Level 5 can set them up for failure, create anxiety, and erode trust. Someone might be highly capable in their core expertise but need guided practice when taking on new responsibilities or unfamiliar challenges.
Task Criticality: Even with a highly competent person, certain tasks carry significant organizational risk, strategic importance, or stakeholder sensitivity that require oversight. High-stakes decisions, regulatory compliance matters, or initiatives with major financial implications may warrant staying at Levels 2 or 3 regardless of the individual's capability.
The beauty of this five-level framework is that it provides scaffolding for development. You can start someone at Level 1 or 2 on critical or unfamiliar tasks, then progressively move them toward greater autonomy as they demonstrate competence and as you build mutual trust.
This approach:
Reduces risk while building capability
Provides appropriate support without micromanaging
Makes delegation a developmental tool, not just a time-saving tactic
Allows you to calibrate oversight based on both the person and the situation
The key insight for leaders is that effective delegation is situational—matching the right level to the specific combination of person and task, rather than defaulting to complete handoff every time.