job assignment sample

Washington State Department of Enterprise Services (DES)

Capitol Campus

EAP | Capitol Campus

Developmental Job Assignment

The state of Washington strives to attract, develop, and retain a talented and well-prepared workforce.

Providing employees opportunities to explore career interests through assignments that are uncommon in their daily work:

Allow them to grow professionally.
Allow the agency to pursue initiatives using resources that would not otherwise be available.

A developmental job assignment is a formal opportunity for an employee to develop professional knowledge, skills, and abilities that would not otherwise be available through their normal work activities.

Developmental job assignments should be primarily a product of the employee’s Performance and Development Plan (PDP). However, employees or the agency may pursue those assignments outside of this process.

Developmental job assignments are voluntary. Developmental job assignments will normally last no more than twelve months, and must have prior approval of the current Agency Head. Employees must have a six-month break between developmental job assignments. The time length and extensions of all assignments must include written justification.

Employees in developmental job assignments retain their own position number, draw their current salaries (including any scheduled periodic increments) and do not attain permanent status in any other classifications.

Funding is normally absorbed by the loaning (permanent) program unless prior arrangements are made to pay by the program with the developmental assignment. This includes travel and training. Developmental job assignments may be terminated by any of the parties with at least seven calendar days’ notice, unless a shorter notice period is mutually agreed upon.

Take Action

Responsibility	Action
Employee	Completes and forwards for approval of both current and sponsoring Agency Head.
Current Agency Head	Approve or disapprove on .
Developmental Job Assignment Supervisor	Forward completed and to Human Resources.
Human Resources	Review and complete all employee action requirements. Process PPDS. File copy in employee’s personnel file.

The scope of the developmental job assignment should be clearly documented and approved by the supervising and hiring managers, the agency head and HR, before advertising the assignment.
Learning goals should be established and documented before the employee begins the assignment.
Developmental job assignments may be part-time or full-time.
Employees are not expected to have all skills necessary to perform the tasks or project independently, but should have the aptitude, ability, and ambition to complete assignments with reasonable oversight.
Since the primary purpose of a development job assignment is to support employee growth, assignments should be beyond current skill level. For example, a Fiscal Analysis with 10 years of experience in accounting would probably not be the best choice for a development assignment in entry level accounting. The assignment would not expand the employee’s skill set and would deprive a less experienced employee of the learning opportunity.
The salary of an employee who accepts a developmental job assignment remains the same.
There are no guarantees of future pay increase, promotion, or permanent job change.
The developmental job assignment should not evolve into a permanent position without competitive recruitment.
Employees are expected to go back to their previous position.
Employees may not accept another developmental job assignment for at least six months after completing an assignment.
At the end of the developmental job assignment, the supervisor and employee should complete a detailed evaluation of the learning experience, and place this documentation in the personnel file.
Developmental job assignments are not transfers, and the employee is expected to return to their previous job. Therefore, the employee’s salary is typically paid by their home program. However, funding sources may be alternatively arranged through prior mutual agreement between programs.
Developmental job assignments may be ended at any time by the employee or hiring manager (with approval by the appointing authority) with seven (7) days’ notice. Reasons to end a developmental job assignment early may include, but are not limited to: unexpected end of project; poor attendance or the unreliability of an employee; performance issues, etc.

Writing Samples

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Guide to Submitting a Writing Sample

Source: https://www.indeed.com/career-advice/interviewing/guide-to-submitting-a-writing-sample

Writing samples are used by employers to evaluate your writing skills, tone and style. If you are applying for positions that require strong writing skills, you might be asked to submit a writing sample.

While some employers might ask you to email or upload your writing sample as part of your application, others might ask you to bring it to your interview or possibly email it after your interviews to help employers make a decision. In this guide, we discuss what employers look for in a writing sample, how to choose a writing sample, how to write one and how to submit it.

What is a writing sample?

A writing sample is a supplemental document for a job application often requested for jobs that include a significant amount of writing, like those in journalism, marketing, public relations and research. Employers might also ask for a writing sample if you will be responsible for writing and communicating important information or correspondences. For example, if you are applying for a job in HR at a small company, you might be responsible for sending company-wide information. In this case, the employer will look for candidates with strong writing skills who can clearly communicate important information across the company.

What do employers look for in a writing sample?

Different employers look for different details in your writing sample depending on the job, company and industry. Every employer, however, will look for tone, style and writing skills including content, grammar, spelling and punctuation. While the specific writing style of the company can often be learned on the job, employers might be looking to hire someone with a certain level of writing skills at their first day on the job.

How long should a writing sample be?

In most cases, your writing sample should be around 750 words or between one and two pages. Like your resume, employers have a limited amount of time to review your writing sample. A brief, impactful writing sample is better than a long, less impressive one. Often times, employers will provide a specific page or word count they require from your sample. If you decide to submit a research paper or other lengthy document, you can make it shorter for the employer by selecting a certain passage or section.

How do I choose a writing sample?

While some employers might give you a writing assignment with a specific prompt, others might simply ask you to provide a sample from your past work. Choose a writing sample that is relevant for the job you’re applying for. Here are some examples you may want to consider:

Research papers from a job or class
Narrative papers from a job or class
Other writing assignments
Press releases
Articles or other contributions

When deciding which piece of writing you should submit, consider the following ideas:

Follow the employer’s instruction

The employer might ask for a specific type of writing like a research paper or a piece covering a certain topic. Read the employer’s instructions carefully before making a writing sample selection.

Consider relevant writing samples

When deciding on a writing sample, you should consider only those writing pieces that are relevant to the position. For example, if you are applying for a scientific research position, you should select a research paper from your most recent position or highest level of schooling. If you are applying for a position in PR, you should submit a press release or other relevant documents.

Find relatable topics

Along with selecting a relevant writing style, you should try to find a sample that also relates to the subject matter of the position. Submitting a sample with content similar to what you’ll be writing about on the job will help employers relate your writing skills directly to the job.

Align your writing with the company’s tone

You should select a piece of writing that is relatable for the company. For example, you should not submit a sarcastic, irreverent writing sample for a company with a professional, helpful brand image. Alternatively, you might not submit a modest, simple writing sample to a company that’s sole focus is risk and creativity. You can find clues about a company’s tone by researching their website, Company Page and recent news articles or press releases.

You should also read several pieces of writing that the company has already published. This could include reading their company blog, website or research papers.

Make sure it is up to date

Selecting a writing sample that is older than one year might contain out of date or irrelevant content. If you are selecting an old writing sample, be sure to carefully review and update it to reflect the most recent ideas. You also want to demonstrate that you have recently had to use your writing skills—if you send an employer a writing sample from several years ago, they may assume that you have not done any writing since then.

Avoid sensitive subject matter

Unless specifically requested by the employer, you should avoid sensitive content like politics, religion or personal information. You should also review your writing sample to exclude any confidential information like third-party contact information or private company information like financial or other data.

What if I don’t have a writing sample?

You might not have a writing sample if you have no professional experience or have not previously held a job where you produced applicable pieces of writing. If this is the case, it is acceptable to write a new sample for the employer. This way, you’ll be able to write a fresh, relevant passage that is specific to the position you’re applying for.

Pay close attention to the employer’s direction regarding the writing sample, research the company for clues on tone and style and review your document carefully for grammar, spelling and punctuation mistakes.

How to submit a writing sample

Before submitting a writing sample, you should proofread it several times to ensure it is free of errors. It is critical to achieve as close to perfection as possible in a writing sample, as your writing skills are the key focus of this document. It might be helpful to read your document backward—doing so presents the words in a new order and makes it easier to catch mistakes. You might also consider asking trusted friends or family to review your writing sample.

Whether you submit an entire piece or part of a writing sample, it can be helpful to write a short introductory paragraph for context. You might include it directly on your sample, on a cover page or in your email. For example:

“Please find my writing sample for the Sr. Product Research position attached to this email. This sample is a passage from a larger study about how product simplicity impacts consumers. I believe it showcases my ability to clearly communicate results from an important project that lead to key achievements for the company.”

After you’ve polished your writing sample, you should follow the employer’s instructions when submitting it. You might be asked to upload your sample on an online application, email it or bring it to your interview. If you are bringing your sample to an interview, you should bring at least five hard copies in case you have multiple interviewers. If you are applying to several writing jobs, you might consider creating an online writing portfolio that you can easily send to employers.

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Crafting an Effective Letter of Assignment: A Comprehensive Guide with Sample

A letter of assignment is a critical document in various business, academic, and professional settings. It formally assigns responsibilities, tasks, or roles from one party to another. Understanding how to craft an effective letter of assignment can ensure clear communication and smooth transitions in responsibilities. This guide will explore the essential components of a letter of assignment, provide legal considerations, and offer a sample letter to help you draft your own.

Understanding the Letter of Assignment

What is a letter of assignment.

A letter of assignment is a document that formally assigns a specific task, responsibility, or job from one individual or organization to another. It is commonly used in settings such as journalism, where assignments are delegated to reporters, or in project management, where specific tasks are assigned to team members.

For more information on the role of assignments in organizational management, Harvard Business School provides a wealth of resources on organizational behavior.

Key Elements of a Letter of Assignment

Introduction : Clearly state the purpose of the letter.

Details of the Assignment : Specify the task or responsibility being assigned, including any relevant deadlines or expectations.

Resources and Authority : Outline any resources that will be provided to assist with the assignment and any authority the assignee has over others.

Expectations and Goals : Clearly define what success looks like for the assignment.

Duration of the Assignment : If applicable, state the start and end dates.

Contact Information : Provide contact details for someone who can offer assistance or answer questions related to the assignment.

To see a general template of business documents, including assignment letters, visit Purdue University’s Online Writing Lab.

Legal Considerations

When crafting a letter of assignment, it's essential to ensure that it does not violate any contractual agreements or employment laws. Consult legal resources or an attorney to confirm that all aspects of your letter are compliant with local and federal laws. The U.S. Small Business Administration offers guidelines on employment and labor laws that might be relevant.

Sample Letter of Assignment

Note: This sample is for illustrative purposes only and should be customized to meet specific needs and legal requirements.

[Your Name] [Your Position] [Your Company/Organization] [Your Address] [City, State, Zip Code] [Email Address] [Phone Number] [Date] [Recipient Name] [Recipient Position] [Company/Organization] [Recipient Address] [City, State, Zip Code] Dear [Recipient Name], Subject: Assignment of [Task/Responsibility/Project Name] I am writing to formally assign you the responsibility of [brief description of the task or responsibility]. This assignment will commence on [start date] and will conclude on [end date], unless extended by mutual agreement. Details of the Assignment: - **Task Description**: [Detailed description of the task, including any specific expectations or deliverables.] - **Resources Provided**: [List of resources or support to be provided, including access to systems, budget information, etc.] - **Authority**: You will have the authority to [describe any authority over staff, budgets, decisions]. - **Goals and Objectives**: The primary goal of this assignment is [describe what successful completion of the assignment looks like]. Please confirm your acceptance of this assignment by signing and returning a copy of this letter. Should you have any questions or require further clarification, do not hesitate to contact me directly at [your phone number] or [your email]. Thank you for your attention to this matter and your continued contribution to our team. Sincerely, [Your Signature (if sending a hard copy)] [Your Typed Name] [Your Position] [Enclosures: if any]

Best Practices for Letter of Assignment

Clarity and conciseness.

Ensure that the letter is clear and concise. Avoid ambiguity about the responsibilities or expectations to prevent misunderstandings.

After sending the letter, follow up to ensure that the recipient has understood everything and agrees to the terms laid out in the letter.

Record Keeping

Keep a copy of the signed letter for your records. This can be useful for future reference or in case of disputes.

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A well-crafted letter of assignment not only clarifies roles and responsibilities but also sets the stage for successful project execution and employee engagement. By adhering to legal standards and following the guidelines provided, you can ensure that these documents are both effective and compliant. For further reading on employment and assignment contracts, visit Harvard University's Employment and Labor Law page .

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Writing an assignment letter

So, how detailed should an assignment agreement be? The answer is as detailed as possible. The assignment letter should be a legally binding document, confirming the agreement between the company and the assignee with respect to the terms and conditions of the assignment. In reality, the most common approach is that the assignee remains employed with the home company and the home employment contract remains in place. However, the assignment letter serves as an addendum to the employment contract and confirms the terms and conditions which vary from the normal contract while on assignment. Any terms and conditions not specifically varied therefore remain as per the home employment contract.

Most of the checklist items opposite will require considerable scoping – particularly if no assignment policy exists, but making well outlined provisions will prove worthwhile. The extent to which each item should be explained is illustrated below for three key areas.

Compensation, tax and pension arrangements

This is possibly the most complex and important part of the assignment letter and must clearly explain how the assignee will be compensated while on assignment. If the company uses a build-up or balance sheet approach, this section of the agreement will confirm details such as the home notional salary, cost of living adjustments, assignment and location allowances and, of course, the assignment salary. It should be confirmed whether the assignment salary is guaranteed net or gross, as well as where and how it will be delivered, i.e. through which payroll, in which currency, details of split pay arrangements, exchange rates, etc. If the company has a variable pay structure details of how bonus and incentive payments will be calculated and delivered while on assignment must also be included. The process for salary reviews must also be explained, as well as the treatment of assignment compensation for tax and social security. Assignees will normally remain in home country social security plans while on assignment, subject to the relevant regulations, and this should also be confirmed in the assignment letter. This section of the agreement will also give details of the tax services provided to the assignee, e.g. departure and arrival meetings, tax return preparation, etc. And finally, the pension arrangements should be confirmed. Of course, if the assignee is to be compensated according to a different approach, e.g. the assignment salary is based on the local compensation levels of the host location as opposed to the build-up method, similar details to the ones described above should be given, which confirm the assignment compensation and tax treatment

Assignment benefits

The most significant benefits, both in terms of cost to the company as well as value to the assignee, are education allowances for the assignee’s children and host country accommodation. The assignment letter should clearly explain the level of benefits provided and how they are delivered, i.e. in-kind or in cash, bearing in mind the most tax effective form of delivery for the company depending on host country tax legislation. Tax charged on assignment benefits can be considerable, sometimes up to 50% of total assignment costs. With education benefits it is important to state the type of schooling for which the company will provide assistance. If there are limits on the amount up to which the company will pay for education, or limitations on the choice of schools, this should be confirmed. Similarly, the limits up to which the company will pay for host country accommodation must be set out clearly. The letter should also clarify what happens if the assignee chooses accommodation below or above the set rental limits.

End of assignment

If there is the possibility of an assignment extension beyond the initially-agreed term, the applicable policy should be detailed here. Most importantly, a maximum duration beyond which the assignment will not be extended should be indicated. This avoids situations where employees become “permanent” assignees, remaining on assignment terms and conditions well beyond five years, which is generally the most common maximum assignment duration. It is also good practice to give details of the company’s localisation policy in this section. It may well suffice to confirm that a localisation policy may be applied once the maximum assignment duration has been reached, without having to give too many details on the actual process. But by mentioning the possibility of localisation in the letter, assignees’ expectations are managed and they are aware that assignment terms will not continue indefinitely. In the repatriation section the agreement should confirm the relocation assistance provided; e.g. shipping, temporary accommodation, relocation lump-sums, etc. Furthermore, this section should confirm the process and time scales for finding a suitable position for the assignee upon returning home. Finally, assignment letters rarely differentiate between terminating or resigning from the assignment, as opposed to terminating or resigning from the actual employment with the company. It is good practice to include the relevant terms and notice periods for each of these scenarios here and to differentiate accordingly. Terminating the employment of an assignee can be complicated and this section of the agreement should be very well thought through. Unfortunately, the governing labour law is often unclear or not straightforward to determine. A company should always seek legal advice should a labour dispute arise.

Need help with assignment letters? ECA's Consultancy & Advisory team are on hand to critique your company's assignment letters or create assignment letter templates in line with your policy, as well as offer expert advice and guidance on content so that your assignment letters accurately manage the expectations of the employee and the company. If you'd like to speak with one of our Consultants, you can request a callback here .

What Every Job Seeker Should Know About Work Assignments During the Interview Process

You’re progressing well through an interview process, and you think you’re close to landing that coveted offer, when the employer says, “One more thing—we have a little homework for you.”

This tactic is used by a lot of companies (especially startups), and with good reason: The hiring manager gets a firsthand look at your approach, creativity, quality, turn-around speed, and communication and presentation style and can gauge how serious you are about the position.

If you really want that job, your instinct will likely be to put your best foot forward and provide the most fabulous project the employer has ever seen. But there’s something else to consider: You may end up putting in many hours of work, creating an awesome deliverable—and at the end of it all, still not getting the job. There’s even a chance that the company will take the ideas you labored over for its own benefit, and you’re left not only without an offer, but without compensation for all that hard work.

It’s happened to me: Once, at the end of a second round interview, a hiring manager asked me for a list of quick-hit ideas on increasing user engagement for his consumer website. I spent almost half a day coming up with a list of 10 great ideas, including many examples from other sites. After I proudly sent over my recommendations, I didn’t hear from the company for over two weeks. When I finally got a response, he thanked me for all my hard work and said that the company decided not to pursue the position at this time due to “internal matters.”

Who knows if this really was the case; but to my surprise, I noticed a handful of my ideas were actually implemented within the next few months on their site. Maybe these were ideas already in motion and my assignment only confirmed what was planned, but I couldn’t help but feel that I had been somewhat “used” and regretted putting so much time and effort into this homework.

While there are times you may want to go to the moon and back for a job , it’s also important to be careful how you approach these homework assignments—especially if you’re investing your time into applying to multiple jobs. Here are some tips on how to handle this tricky situation.

1. Understand General Goals and Expectations

First, it’s important to get a sense of how this assignment will factor into the overall evaluation of your candidacy. Is this the final hurdle before the job offer? (It should be.) How will this be weighed with other elements of your interview? (You should get some positive reinforcement that the company’s very interested and just wants to get a sense of how you work.) How long will the assignment take? (Being asked to spend more than 2-3 hours on an assignment before getting hired is bordering on disrespect.)

Don’t be afraid to ask questions like, “Can you help me understand how this assignment will be evaluated?” “Are you looking more for big-picture ideas, or a detailed look at my recommendations?” “Roughly how much time do you recommend I put into this assignment?” It’ll help you understand what the company is looking for and how much time you’re willing to put forth.

2. Ask for Data

Next, remember that you have every right to ask for information that’ll help you better tackle the assignment and not start from scratch (if you were hired, that’s what you’d obviously do , right?). So, put some onus on the company to provide relevant data. For example, if the company is asking for your ideas on potential partners, ask questions that’ll point you in the right direction, like, “Who are your current partners?” “What types of partners are you currently pursuing?” “What are the key metrics that define a successful partnership?”

And if the company doesn’t provide any more information? Do your best, but also make sure you express where you’ve made assumptions based on lack of information—e.g., “Without knowing what your current metrics for successful partnerships are, I’ve made suggestions for partners that will boost both brand awareness and website traffic. Obviously, if the company has different goals, I would be able to adjust these recommendations.”

And then don’t worry—if the hiring manager doesn’t offer it, he or she will understand that you’re operating under lack of information and history.

3. Outline Main Points, Only Tease the Details

More often than not, the primary reason companies dole out homework is to get a better sense of your thought process, as well as how you structure and convey your thoughts and ideas. There’s not necessarily a “right” answer, nor is there a need to get way down in the weeds.

So, don’t stress about providing a ton of information—just outline the main points (bullets and numbered lists usually work well). You can tease out more details as you’re talking through your assignment in the interview without having to write down your specific plans and fully fleshed out ideas. Remember: You don’t want the hiring manager to have the blueprints for your fabulous ideas—you want him or her to hire you so that you can be the one implement them!

4. If You’re Worried, Get an NDA in Place

Depending on the type of job function and level you’re interviewing for, it may not be a bad idea to request a non-disclosure agreement. If there is any confidential information you do not want shared widely, your assignment involves using data from your current employer, or you just have a nagging concern that the company may steal your best ideas, take a precaution and get a simple mutual NDA executed (many template NDA forms are available online for download). Don’t make it too legally formal—the company may get turned off by this move—just let the hiring manager know you just want to make sure things stay confidential and you’d be more comfortable providing details with a simple NDA in place. If he or she refuses to sign, this may be another warning flag.

Knocking a homework assignment out of the park can be an amazing chance to show you’re the best candidate of the bunch, but you never want to get in a situation where you’re wasting your time or being used for free labor. Follow these guidelines, and you’ll be able to present a great deliverable while making sure you’re spending your time and effort the right way.

Photo of man working courtesy of Shutterstock .

Sample Letters

FREE 9+ Sample Assignment Letter Templates in PDF | MS Word

An assignment letter is a document that is used mostly in situations such as business bankruptcy and insolvency. It is a legal document which can be presented in courts when handling different cases. Examples of scenarios whereby this paper comes in are when a business owner is assigning a portion of his or her assets to a trustee for selling purposes and also when assigning specific rights to another person such as collecting payment on your behalf.

Assignment Letter

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Our assignment templates get designed in the best way possible to usher you properly when creating one. An assignment letter template may also be said to be a Professional Letter of assignment or an assignment letter sample.

Salary Assignment Letter

Size: 130 KB

The top of the page should have the name of the person or the entity issuing the letter together with their personal information such as the telephone number, email address, and the postal address. Below that it should indicate that it is a letter of assignment to give the form an identity. Next should be the full names of the people or entity in the agreement alongside their personal information.

After that, mention the duration of the assignment and the location of where the deal takes place. The body of the document should be concluded by listing all the details of the money that they parties will be handling. Finally, the parties involved should sign the paper to seal the agreement.

Appraisal Assignment Letter

Size: 38 KB

The top of the form should read that the document is an appraisal assignment letter for easier identification. The name plus the postal address of the person or company issuing the appraisals should be listed next. After that, a declaration statement mentioning the names of the parties involved in the agreement should be put down saying who has assigned rights to the other.

The agreement should always comply with the standards set by law. Other acknowledgments that each party is supposed to heed to should also get listed in this document. The model should conclude by stating the period when the agreement will be active.

Voided Assignment Letter

Size: 37 KB

The top of the model should read that it is a voided assignment letter for quick identification of the form. After that, on the left, the name of the person of corporate who is going to receive the document is listed together with other personal information such as a postal address and an email address.

The right should have the date of when the paper gets published. Finally, the reasons as to why there is a voided assignment letter must be on it and signatures of the parties involved should also be given to show that they agree with the stated reasons.

Incentive Assignment Letter

Size: 42 KB

The name of the company issuing the letter should be the first thing on the document and the date below that. Next should be the name and personal details of the person or entity meant to receive it. The incentive assignment should be listed giving all crucial information about it and contacts which the receiver can contact for further negotiations. Finally, it concludes with a short formal message to the receiver.

Professional Assignment Letter

Size: 355 KB

Buddy Assignment Letter

Size: 155 KB

Friendly Assignment Letter

Size: 31 KB

Sample Assignment Letter

Size: 137 KB

Assignment Letter from Trainee

Volunteer Assignment Letter

Size: 52 KB

What are the Advantages of Having our Assignment Letter Templates?

One may lack sufficient knowledge on what to include when forming this document; therefore, the main benefit of having our template is that it gives you the proper guidance on which information to include in your paper and an order of how to put it down.

Another advantage is that our templates are files which you can save on you PC; thus, you can make references from the file again in future when forming assignment letters. Finally, our templates are always designed to help you create one as per the standard legal requirements. You may also see Sample Personal Letters

How Have We Made our Assignment Letter Templates the Best for you?

Our models get worked on by the experts whom we have interviewed thoroughly and proven that they are talented. We also ensure that they have sufficient experience in the field for our templates to be as effective for you as possible. Another way we have made our templates the best for you is by making them editable such that you can do any modifications you prefer on them. Finally, they are printable for you to be able to make as many copies as you want. You may also see Friendly Letters

Which are the Most Crucial Aspects that I Should Entail in my Assignment Letter?

Always list the name of parties in the agreement and also sufficient personal information about them. Never forget to indicate the date you publish the model and the period of how long the contract will be valid. Ensure that both parties agree on what gets stated on the Professional Letters then seal the deal with signatures of each. Finally, since it is a legal document, always ensure that your agreement complies with the provisions of the law to avoid awful penalties.

We ensure that we meet the requirements of all our customers according to their needs. Those that would want a fully customed model can always communicate to us so that we can direct you to our experts to help them understand what kind of make you want. We have customer care agents that are always available to tend to all the inquiries you may have and the consultations you may need. Consider acquiring our accessible and affordable assignment letter template today, to guide you while creating the document you need.

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WTO / Business / Tracking / Free Task List Templates for Employees (Excel | Word)

Free Task List Templates for Employees (Excel | Word)

Project managers and leaders must assign tasks to the right team members to ensure their teams are organised and productive. It is a comprehensive checklist that helps individuals or teams stay organised, track progress, and manage their workload effectively. It is a tool that outlines all of the tasks required for a project from start to finish.

By using a task list, project managers can identify, categorise, and assign tasks to employees or team members in a systematic way. Its contents vary depending on the nature of the project. It typically includes details such as the name of the tasks, descriptions, due dates, assigned individuals or teams, and status updates, provides a clear overview of the work that needs to be accomplished, and helps ensure that nothing is overlooked or forgotten.

This article highlights the significance of task lists in ensuring efficient project management and provides practical guidance on customising an Excel template to create a tailored list that meets specific project needs.

What is a Template for a Task List?

A template for a task list serves as a versatile document that enables efficient organisation, tracking, and management of project activities.

It provides a structured format with various categories of information essential for effective project management . These categories typically include activity descriptions, assigned employees, status updates, priorities, and deadlines. However, the template can be tailored to meet specific task specifications and project requirements by adding or removing relevant entries.

Using a template is useful as it provides a standardised format for organising and managing the activities of the project. This ensures that consistent information is recorded for each assignment. It also allows managers to formulate their own convenient system of listing activities, assigning duties to team members, setting deadlines, and tracking progress.

A popular tool for creating templates in Microsoft Excel. It is a convenient program because of its user-friendly interface, which makes it simple to use. You can easily navigate through its features and commands. This allows for easy and quick customization.

Also, it has features to simplify various uses of the template, such as calculating task completion times to track progress. It is also easily accessible and compatible with multiple devices. This allows easy collaboration with team members when utilising the template.

Free Templates

Downloadable Task List Template for Excel Format

Benefits of Using a Task List

Project managers can benefit in many ways when using a task list to manage their teams. This is because they are an effective way to launch projects quickly and ensure activities are identified, prioritised, and assigned to the most suitable employees under each step.

Here are different ways team leaders can benefit from one:

Increase productivity and efficiency

With this list, employee responsibilities can be clearly defined, ensuring the team remains focused as everyone knows what is expected. This increases productivity. Also, duties can be delegated so that capable members or teams can work on different tasks simultaneously. This ensures goals and deadlines are met due to reduced downtime. This results in faster delivery and the optimization of time and resources, thus completing projects efficiently.

Prioritise tasks

Tasks can be listed in order of importance, priority, or urgency. Additionally, by displaying the dependencies between tasks in this order, the team is better able to prioritise its efforts and avoid bottlenecks.

Tracks progress and recurring tasks

The document lists the activity’s status, which can be either completed, ongoing, or pending. This information is needed to track the team’s progress over time. It can also be shared with team members, stakeholders, and clients to ensure they are updated on the project’s progress.

A list of repeating activities can be duplicated and reused for the corresponding period, whether daily, weekly, or monthly, using a premade template.

Allows delegation

Listing activities simplifies the delegation of work among the team members. You can identify the strengths of each member and assign them to duties they are suitable for. Additionally, you can more effectively and fairly distribute the workload and responsibilities among the employees to prevent overworking some of them at the expense of others.

Better time management

You can divide large tasks into smaller, manageable activities with a list. Listing activities allows you to manage them effectively and allocate realistic deadlines.

Reduced stress

Task lists offer a valuable solution to alleviate the mental burden of remembering every task. By providing a clear structure and a sense of control, they effectively reduce stress and create more mental space for focusing on the current task.

Improved communication

A task list informs team members, stakeholders, and clients about activities, the assigned employee, and the completion timeline. This promotes alignment and fosters collaboration among all stakeholders, ensuring that everyone shares a common understanding and can work together efficiently to successfully meet project deadlines.

Greater accountability

Task lists establish accountability by clearly assigning tasks to specific team members. Each individual knows their responsibilities and can track their progress against the tasks assigned to them.

How to Make a Task List for Your Team

Understanding how to create a functional and effective activity list for your project is important. This is because a well-prepared document is easy to use and eliminates the risk of any errors due to missed or forgotten tasks or steps.

Below is the detailed process for making such lists for a project:

Consider the scope of the project

It is important to consider the scope of the project, which is determined by its size and nature. Define the specific deliverables, the number of tasks involved, and the expected final product. This information will guide you in identifying the necessary activities that need to be completed. Subsequently, based on that, you can determine the appropriate format and layout for your document, ensuring its effectiveness and organisation.

Determine the priority of each task based on its importance, urgency, and dependencies. Identify critical tasks that need to be completed first or those that may impact the overall project timeline.

Determine the project’s timeline

Then, determine the timeline by identifying when different activities should be completed and the order in which they should be prioritised. Use this information to set realistic and achievable deadlines for each activity.

Divide the project into sections

The project should be divided into smaller, manageable tasks. Begin by identifying the significant milestones or phases and subsequently dividing them into more specific action items.

Assign responsibilities

Next, assign the activities to the appropriate employees. Assign tasks to specific team members or stakeholders responsible for their completion. Clearly communicate the assignments and ensure everyone understands their roles and responsibilities.

Organise and structure

Determine the most suitable format for your list. It could be a simple checklist, a spreadsheet, project management software, or any other tool that works best for you and your team.

Regularly review and update

Continuously review and update the list as the project progresses. Add new tasks, modify deadlines if needed, and ensure that completed tasks are checked off or marked as complete.

Communicate and collaborate

Share the list with the relevant team members and stakeholders. Encourage open communication and collaboration to address any questions, provide support, and ensure everyone is aligned.This infographic is about tips for using task list templates.

This infographic is about tips for using task list template.

How to Customise a Task List Template in Excel

A template is simply a pre-made outline to guide you on what information to include in your list and the appropriate format and layout to use. Therefore, templates will normally offer you a customization option that allows you to create a document that is specific to your project and fulfils your requirements.

Below is a complete procedure on how to create one using Excel:

Launch excel

Launch Microsoft Excel on your computer by clicking on the Excel icon or finding it in your applications folder. Once Excel is open, you will see a blank workbook. This is where you will create your list. If you have a specific project file, you can open it instead.

Select a task list template

Choose a pre-designed task list template from the available options. You can find templates by selecting “File” > “New” and searching for “task list” in the template search bar. Alternatively, you can also browse online for templates compatible with Excel and download them.

Review the template structure

Take a moment to review the structure and layout of the template. Familiarise yourself with the columns, headers, and data fields already included.

Create column headers

Then, modify the headers and sections of the template in Excel to match the project steps or workflow. Determine the categories or information you want to have. Common column headers may include task name, description, assigned to, status, deadline, priority, and notes. Enter these column headers in the first row of your worksheet.

Enter details of the tasks

Starting from the second row, enter the relevant details for each task in the corresponding columns. For example, under “Task Name,” enter the name or title of the task. Add appropriate information for each activity in the other columns, such as descriptions, assigned individuals, due dates, status updates, and any additional notes.

Add or remove columns

Add or remove columns based on the information you want to track for your tasks. Right-click on the column header and select “Insert” or “Delete” to add or remove columns, respectively.

Adjust column widths

Resize the column widths to accommodate the content in each column. Hover your cursor between the column letters, click, and drag to expand or shrink the width as needed.

Format the cells

Apply formatting options such as font style, size, and colour to enhance the visual appeal and readability of the list. You can also add borders, shading, or cell highlighting to draw attention to important information.

Customise data validation

If your list template includes data validation, customise it to fit your specific needs. Data validation can help ensure that entered data meets certain criteria, such as selecting options from a drop-down list for task status or priority.

Add formulas or conditional formatting

Utilize Excel’s formulas and conditional formatting features to automate calculations and visually highlight specific data based on certain conditions. For example, you can create a formula to calculate task completion percentages or use conditional formatting to highlight overdue tasks.

Save and use the customized template

Once you have made the desired changes and customizations, save the file as a template for future use. Select “File” > “Save As” and choose the file format “.xltx” or “.xlsx” to save it as an Excel template.

By following these steps, you can effectively customise a task list template in Excel to align with your project or personal task management requirements. This flexibility allows you to create a task list that suits your specific needs and enhances your productivity and organisation.

Types of Task List Templates

You can access different types of templates for listing your project tasks. Below are examples of common types of such templates. They vary in complexity and application:

Simple task list

This blank template outlines tasks in a straightforward format. It has sections for recording a brief task description, due date, and status. It is meant for small projects with a few team members that do not require extensive planning. This template is simple in design and easy to use when creating lists and managing employees.

Project task list

It is a generic template designed to organise, track, and manage activities in different projects. The template has sections to indicate the project tasks, deadlines, assignees, priority, and deliverables. It is more detailed and can be used for personal and business projects. This template can also outline potential issues and risks that ought to be mitigated throughout the project.

Daily task list

The tasks that must be accomplished each day in order to advance the project toward its objectives are recorded on a daily task list. It indicates the starting time for each day and task interval and, as such, can be segmented into hours. It should be flexible to accommodate changes or unforeseen circumstances that may arise during the project. Regularly update and communicate the list with relevant team members to ensure everyone is aligned and working towards the project’s objectives.

Weekly task list

It helps individuals or teams plan and organise their tasks for the entire week. It typically includes tasks that need to be accomplished within that specific week. It has sections for the day, date, task description, due date, status, and keynotes. It can be synced with the calendar to optimise scheduling. This document is an effective time management instrument that helps plan and prioritise weekly activities to ensure they are completed before the deadline at the end of the week.

In conclusion, task lists are indispensable tools for effective task management and productivity. Individuals and teams can stay organised, prioritise their work, and monitor progress toward their objectives by using them. To make task management even easier, there are various free templates available on this website that can be customised to fit specific needs and preferences. Thus, project managers and team leaders must use them to increase employee productivity and manage time and resources effectively. This leads to easier and faster delivery of project goals. Templates can be significantly helpful in making effective and professional task lists. They record information such as activity description, deadline, and status to organise and manage project activities accurately. Also, they are reusable and can be customised using tools like Excel to ensure they align with your management style and specific project needs.

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On-the-Job Assignment and Evaluation Template

Author(s): Michel Hebert

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This template is designed to help you with the following:

Document the details of an on-the-job assignment with specific learning objectives in mind
Set key milestones and checkpoints that must be met over the course of the assignment
Assess the quality of assignment outcomes

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Branch and Bound Tutorial
Backtracking Vs Branch-N-Bound
0/1 Knapsack
8 Puzzle Problem
Job Assignment Problem
N-Queen Problem
Travelling Salesman Problem

Job Assignment Problem using Branch And Bound

Let there be N workers and N jobs. Any worker can be assigned to perform any job, incurring some cost that may vary depending on the work-job assignment. It is required to perform all jobs by assigning exactly one worker to each job and exactly one job to each agent in such a way that the total cost of the assignment is minimized.

Let us explore all approaches for this problem.

Solution 1: Brute Force

We generate n! possible job assignments and for each such assignment, we compute its total cost and return the less expensive assignment. Since the solution is a permutation of the n jobs, its complexity is O(n!).

Solution 2: Hungarian Algorithm

The optimal assignment can be found using the Hungarian algorithm. The Hungarian algorithm has worst case run-time complexity of O(n^3).

Solution 3: DFS/BFS on state space tree

A state space tree is a N-ary tree with property that any path from root to leaf node holds one of many solutions to given problem. We can perform depth-first search on state space tree and but successive moves can take us away from the goal rather than bringing closer. The search of state space tree follows leftmost path from the root regardless of initial state. An answer node may never be found in this approach. We can also perform a Breadth-first search on state space tree. But no matter what the initial state is, the algorithm attempts the same sequence of moves like DFS.

Solution 4: Finding Optimal Solution using Branch and Bound

The selection rule for the next node in BFS and DFS is “blind”. i.e. the selection rule does not give any preference to a node that has a very good chance of getting the search to an answer node quickly. The search for an optimal solution can often be speeded by using an “intelligent” ranking function, also called an approximate cost function to avoid searching in sub-trees that do not contain an optimal solution. It is similar to BFS-like search but with one major optimization. Instead of following FIFO order, we choose a live node with least cost. We may not get optimal solution by following node with least promising cost, but it will provide very good chance of getting the search to an answer node quickly.

There are two approaches to calculate the cost function:

For each worker, we choose job with minimum cost from list of unassigned jobs (take minimum entry from each row).
For each job, we choose a worker with lowest cost for that job from list of unassigned workers (take minimum entry from each column).

In this article, the first approach is followed.

Let’s take below example and try to calculate promising cost when Job 2 is assigned to worker A.

Since Job 2 is assigned to worker A (marked in green), cost becomes 2 and Job 2 and worker A becomes unavailable (marked in red).

Now we assign job 3 to worker B as it has minimum cost from list of unassigned jobs. Cost becomes 2 + 3 = 5 and Job 3 and worker B also becomes unavailable.

Finally, job 1 gets assigned to worker C as it has minimum cost among unassigned jobs and job 4 gets assigned to worker D as it is only Job left. Total cost becomes 2 + 3 + 5 + 4 = 14.

Below diagram shows complete search space diagram showing optimal solution path in green.

Complete Algorithm:

Below is the implementation of the above approach:

Time Complexity: O(M*N). This is because the algorithm uses a double for loop to iterate through the M x N matrix. Auxiliary Space: O(M+N). This is because it uses two arrays of size M and N to track the applicants and jobs.

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