Name: Date:
1 · The CLEAR Framework
A reference before you start
| C | Context | Why does this matter? |
| L | Limits | What are the boundaries? |
| E | Expectations | What does success look like? |
| A | Accountability | Who owns what? |
| R | Resources | What's needed to succeed? |
2 · Define the Task
Pick one thing only
What I want done, in one sentence
Who I will delegate it to
3 · Run It Through CLEAR
Fill in each field before the handoff
C · Context — Why does this matter? What's the bigger picture this fits into?
e.g. We're behind on response times and this is hurting customer trust.
L · Limits — What are the boundaries? Budget, time, scope, what's off-limits?
e.g. Budget of $500. Must use existing vendors. Don't touch the website copy.
E · Expectations — What does success look like? Be specific enough that the person knows when they're done.
e.g. A written response to every ticket within 24 hours, with a tracking spreadsheet I can review weekly.
A · Accountability — Who owns what? When will you check in? What gets your approval before it goes out?
e.g. You own all replies. I approve any refund over $200. We meet Mondays at 10 a.m.
R · Resources — What does this person need to succeed? People, tools, access, training, money.
e.g. Login to the help desk, a shared doc of past responses, a list of three teammates to ask for help.
The Handoff
When and how will I have this conversation? (in person, call, written)
First check-in date
After Action Review
Return to this page once the task is done.
What went better than you expected?
What would you make CLEARer next time?
Early inefficiencies are tuition. Pay them, and you build a team that multiplies the difference you can make.