Delegation and Shift Handover Course 2026
This course is for new supervisors, team leads and shift workers in security, hospitality, retail and office jobs. It covers what to delegate, giving clear instructions and checking understanding, following up, and handing over a shift safely with good handover logs. Study each lesson, try its untimed topic quiz, then take the timed final assessment. Score 80% or more to earn a Certificate of Completion.
Quick answer
This free course has about 150 minutes of lessons, 6 untimed topic quizzes (95 questions in all) and a timed final assessment of 35 questions drawn at random. Score 80% or more on the final assessment to download a certificate of completion (private, not accredited). Checked against official sources on October 13, 2026.
What you will learn
- Decide which tasks to delegate, which to keep, and who to give them to
- Give clear instructions that cover what, how, why and when
- Check understanding with teach-back and read-back instead of "Do you understand?"
- Follow up on delegated work without micromanaging, and give useful feedback
- Run a face-to-face, two-way shift handover that puts safety items first
- Write factual handover log entries and improve weak ones
- Hand over a security post, a hotel desk, a till or an office workload with nothing missed
Score 80% or more to download your certificate.
Your study plan
Read each lesson, take its topic quiz (untimed, with explanations), then the timed final assessment. A new mix of questions is drawn every time. Your progress is saved in this browser.
- Read the lessons6 lessons, about 150 min
- Topic quiz 1: What to delegate and to whom15 questions
- Topic quiz 2: Clear instructions and checking understanding15 questions
- Topic quiz 3: Following up and giving feedback16 questions
- Topic quiz 4: Shift handover basics16 questions
- Topic quiz 5: Handover logs and notes16 questions
- Topic quiz 6: Handover in security, hospitality, retail and office work17 questions
- Final exam35 questions, 35 min · Score 80% or more
Topic quiz 1: What to delegate and to whom
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Question 1 of 15
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Answer: C. Giving someone a task and the authority to do it, while you stay accountable
Delegation hands over the work and the authority to do it. The person who delegates is still accountable for the result.
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Question 2 of 15
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Answer: D. A routine task with clear steps
Simple tasks with clear steps are the easiest to hand over. Strategy, confidential matters and licensed work usually stay with the right person.
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Question 3 of 15
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Answer: A. Setting the team's vision and long-term plan
High-value work such as vision, strategy and long-term planning normally stays with the manager. Routine work can be handed over.
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Question 4 of 15
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Answer: D. It helps them build skills and grow
Delegation develops people. They learn new skills by doing the work, with support from the person who delegated it.
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Question 5 of 15
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Answer: A. Important tasks are left undone while they handle routine work
Being bogged down in routine tasks while important work is not done is a common sign that a supervisor should hand more work to others.
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Question 6 of 15
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Answer: A. Their skills, workload and interest
Match the task to someone with the right skills and enough time, and who wants the challenge. Location or seniority alone are poor reasons.
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Question 7 of 15
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Answer: C. Check their workload so you do not overload them
Eager people can be overloaded easily. Knowing the limits of delegation means checking workload before adding more.
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Question 8 of 15
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Answer: C. Keep it, or give it to someone who holds it
Work that legally or by policy needs a licence, certificate or authority must go to someone who has it. Being careful does not replace that requirement.
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Question 9 of 15
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Answer: A. Keep it with people approved to handle those files
Sensitive or confidential work, such as personnel files or legal papers, should stay with people who are approved to handle it.
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Question 10 of 15
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Answer: B. Gathers information for you to decide on
At the research level, the employee collects facts, such as supplier prices, and you make the decision.
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Question 11 of 15
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Answer: D. Makes the choice and keeps you updated
Decide and inform gives the employee the decision. They keep you informed about what they chose.
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Question 12 of 15
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Answer: D. Act independently
At the act-independently level, the employee handles the task from start to finish without supervision. It suits work they are well suited to.
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Question 13 of 15
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Answer: B. Move up a level, for example to decide and inform
When someone shows they can handle a task, give them more ownership by moving up a level of delegation.
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Question 14 of 15
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Answer: D. You stay accountable; the team member is responsible for doing the work
Delegating hands over the work, not your accountability. You still answer for the result and should follow up.
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Question 15 of 15
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Answer: D. A bottleneck, and nobody else learns the report
Doing it yourself may save time once, but it creates a bottleneck and leaves no backup. Delegation reduces bottlenecks.
Keyboard: 1–4 to answer, Enter for the next question.
What to know before the test
- The UK Health and Safety Executive (HSE) says shift handover should be face to face, two-way (both people share responsibility for getting it right), and both spoken and written.
- HSE describes three parts of an effective handover: preparation by the outgoing person, the handover itself, and cross-checking by the incoming person.
- HSE states that many accidents have happened because of communication failures at shift handover. The Cullen Report found failed information transfer at handover was one of the factors in the Piper Alpha disaster.
- Higher-risk handovers include maintenance that runs across a shift change, safety systems that are overridden, work that differs from normal, staff returning after a long absence, and handovers between experienced and inexperienced staff.
- Ontario's training syllabus for security guards lists shift handover procedures, including how to update the next person on shift, among the basic security procedures.
- In Alberta, supervisors must advise the workers they supervise of all known or reasonably foreseeable work hazards.
- "Do you understand?" does not check understanding, because people often say yes anyway. Teach-back asks the person to explain in their own words.
- The Business Development Bank of Canada (BDC) suggests that instructions for a delegated task cover what, how, why and when.
Frequently asked questions
What is the Certificate of Completion, and what is it not?
It shows that you finished this course and scored at least 80% on the final assessment. It is not an accredited qualification, a security licence, or a vendor, employer or government certification.
Who is this course for?
New supervisors, team leads and anyone who works shifts, for example in security, hotels, restaurants, stores and offices. You do not need to be a manager: everyone hands over work at the end of a shift or before a vacation.
How does the final assessment work?
It has 35 questions picked at random from the course's question bank, and you have 35 minutes. You get a new mix of questions each time you try.
Does this course replace my site's post orders or my employer's handover procedure?
No. Your post orders, handover forms and employer policies always come first. This course teaches general skills that help you use them well.
Are the handover logs in the lessons official forms?
No. They are examples written for this course. Use the log, checklist or system your workplace provides.
Is the certificate accredited or officially recognised?
No. It is a private certificate of completion for knowledge only. It is not recognised, accredited or approved by any government, licensing body, regulator or educational institution, and it does not replace any licence, certification or training required by law.
Sources
- UK Health and Safety Executive (HSE): Human factors, shift handover
- HSE inspectors' human factors toolkit: Safety-critical communications (PDF)
- BDC: How to use one-on-one meetings to better delegate and free up your time
- BDC: How to delegate effectively: tips for entrepreneurs
- AHRQ: Use the teach-back method (Health Literacy Universal Precautions Toolkit, Tool 5)
- Institute for Healthcare Improvement (IHI): SBAR tool
- Government of Alberta: Obligations of work site parties (OHS)
- Government of Ontario: Training syllabus for security guards, Section 3: Basic security procedures
- Government of Ontario: Training syllabus for security guards, Section 4: Report writing
- CCOHS: Rotational shiftwork