# Delegation and Accountability Planner

Choose real responsibilities but remove personnel names and confidential facts if this worksheet will be stored outside approved systems.

## How to use this worksheet

1. Make a working copy.
2. Use fictional, aggregated, de-identified, or expressly authorized information.
3. State assumptions instead of silently filling gaps.
4. Mark questions that need finance, legal, HR, insurance, privacy, technology,
   governance, or district input.


## Delegation inventory

| Work item | Current owner | Risk | Development value | Candidate owner | Keep / delegate / redesign |
| --- | --- | --- | --- | --- | --- |
|  |  |  |  |  |  |

**Notes and decisions**

- 
- 


## Delegation agreement

| Outcome | Authority | Boundaries | Resources | Checkpoint | Escalation trigger |
| --- | --- | --- | --- | --- | --- |
|  |  |  |  |  |  |

**Notes and decisions**

- 
- 


## Responsibility matrix

| Workstream | Responsible | Accountable | Consulted | Informed |
| --- | --- | --- | --- | --- |
|  |  |  |  |  |

**Notes and decisions**

- 
- 


## Conversation plan

| Observation | Impact | Expected standard | Question | Support | Next step | Follow-up |
| --- | --- | --- | --- | --- | --- | --- |
|  |  |  |  |  |  |  |

**Notes and decisions**

- 
- 


## Completion check

- [ ] I used evidence or labeled assumptions.
- [ ] Every action, decision, or follow-up has an owner.
- [ ] I identified at least one cross-district implication.
- [ ] I identified at least one financial, legal, compliance, privacy, people, or continuity risk.
- [ ] I removed or protected sensitive information appropriately.

## Information safety

Do not upload personally identifiable student information, protected student records, confidential personnel information, unredacted contracts, credentials, or sensitive financial information to an AI system without explicit authorization. Follow FERPA, IDEA, district policy, employment-confidentiality duties, contractual restrictions, records rules, and approved data-security procedures.