Category Archives: Delegation Skills

Delegation When the Risk is High

Janet was not convinced. “But, if I know they will make a mistake, what if I can’t afford the screw-up? Perhaps, I forgot to tell you that we work in a nuclear facility and this delegation has to do with moving a dollop of plutonium from one reactor to the next.”

I smiled, knowing the most hazardous waste in the place was some scrap stainless steel. “You are correct,” I acknowledged. “Picking the right person for a delegation does have everything to do with risk management. If the stakes are too high, then you may have to forego a learning experience to get the job done. But if this dollop of plutonium turns out to be a dollop of vanilla ice cream, then the risk is low. The lower the risk, the more I can allow for mistakes and learning.”

“So, picking the person depends on managing the risk. That makes more sense,” Janet surmised.

“Think about how we allow people to learn to fly commercial aircraft. They have to make mistakes to learn, yet the risk is very high. We can’t have people crashing multi-million dollar aircraft.”

Janet smiled. “Enter the simulator?”

“Exactly. People learn best from their mistakes.” -TF

Learning from Mistakes

“I was surprised,” said Janet. “Barry is my best guy. I just assigned him a task and he said he was too busy, told me to go find someone else. He always does such a great job. I thought he would be the perfect person.”

“Who else could you delegate to?” I asked.

“Well, there is Simon and Rachel. But what if they screw it up?” Janet scrunched her nose. She didn’t like the idea.

“Janet, what is the purpose for your delegation? Are you looking to save yourself some time or are you looking to develop some of your team members?”

Janet knew it was a loaded question. “Okay, so I am trying to develop some of my team members. I know it’s a learning process.” It was the kind of unenthusiastic, politically correct response I knew I would get.

“Good answer. You must have attended the seminar,” I chided. “Look, Janet, of course they are going to screw it up. Tell me. Do people learn more from doing something perfectly or making a mistake?”

Janet wasn’t sure where I was going with this. “I suppose people learn more from making a mistake.”

“Exactly. If delegation is your most powerful people development tool, then part of delegation is people making mistakes. Count on it. Plan for it. Budget your time for it. But remember that it’s still worth it. That’s what learning is all about.” -TF

The Delegation Trap

Crystal looked across the table with a grimace on her face. She had a project to delegate and just returned from a circle of the office looking for a candidate.

“As I walked around, everyone looked so busy,” she said.

I smiled. “And you let that fool you?”

“What?”

“The fact that everyone looked so busy was a trap you set for yourself.”

“A trap?” Crystal was curious, but she wasn’t sure she would like the answer.

“As you walked around looking to hand this project out, what was your purpose?”

“Well, it’s a project I have been doing over and over for the past two years. It would save me a couple of hours a week if I could find someone to do it for me,” she replied.

“So, your primary motivation was to save yourself some time?” I didn’t wait for the answer. “So, tell me, what’s the major benefit for the person you would delegate this to?”

Crystal hadn’t thought about this, but she responded quickly. “Well, they would gain a new skill.”

“And what else?” Over the next few minutes, Crystal made a list of 12 benefits to the team member. The list included:

  • A sense of accomplishment.
  • Feeling a greater part of the team.
  • Feeling more valuable to the team.
  • A sense of contribution.

“Crystal, do any of these things have to do with saving you time?” I asked.

“No. Most of these things have to do with challenge and development.”

“So, get out of your time trap. I want you to make the circle again, but this time, think about the person who would see this as a positive step in their professional development.”

Crystal didn’t move. “You know, I don’t have to make the circle. I already know who needs this project. You’re right, she is busy, but this would be important to her.”

Next Steps and Follow-up

“That was the missing link,” said Jeremy. He was explaining his meeting with Sylvia. As suggested he had gone back to outline the list of next steps for the project he had assigned to her.

“Even Sylvia was relieved,” Jeremy explained. “She agreed. The reason she had not started the project was that she was never clear on what to do first, so she always procrastinated. This simple process to clarify the next steps made all the difference.”

“And how many steps in this project?” I asked.

“Five simple little steps. But until we laid them out, the project was going to sit until it was too late.”

“When will you follow-up on the five steps?”

“Friday, at 3:00pm. At least I learned that lesson, to calendar my follow-up meetings. We will see how she does.”

All in all, it was a good week. -TF

Power of the Next Step

Jeremy was not as excited as I expected after his first project follow-up meeting.

“Why the long face?” I asked.

“Well, I thought by scheduling follow-up meetings, the project would just start happening and show some progress. I just finished the first follow-up meeting and find out the project hasn’t even been started yet. I am still in the same boat as last week.”

“What do you think the problem is?”

Jeremy’s mind was searching for a directional clue. “I don’t know. Sylvia just said she was having trouble getting started, but was sure that by Friday, we would see some progress.”

“What does progress mean?” I continued to probe.

Jeremy was puzzled by the question. “Well, you know, she will have started.”

“What is her first step to getting started?”

Jeremy hesitated. His response was only going to be a guess. I stopped him.

“Jeremy, don’t feel bad. This is very typical of projects that haven’t been laid out clearly. She hasn’t started the project because she doesn’t know what the next step is. Heck, you don’t know what the next step is.

“Have you ever had a project that you found difficult to get started. But once you got rolling everything was fine. What caused you to stutter is that you had not defined the next step. Understanding the power of the next step will give you a clue on how to get projects rolling. We will talk more about that, but for now, you need to have an interim emergency meeting with Sylvia to lay out the next steps in this project. And remember, since she will be doing the work, she needs to participate heavily in the design of these next steps.” -TF

As Simple as Scheduling

Jeremy was already standing when I got to the courtyard. “I think I got it figured out,” he said. “You were right. I can tell you exactly when that unfinished report will hit my desk. Next Tuesday, because it is due next Wednesday.”

“And so, sometime on Tuesday, your teammate will realize it can’t get done, go ask your boss what he should do and your boss will say what?” I smiled.

“My boss will say, give it back to Jeremy and he will get it done.” Now, it was Jeremy’s turn to smile.

“Why are smiling? You were pretty upset last week when it happened to you.”

Jeremy almost cracked up. “I know. It’s weird. When you know it is going to happen, it’s funny, like watching America’s Funniest Home Videos. You know the guy is going to smash into the wall and it’s funny.”

“So, what are you going to do differently, because next Tuesday, this will not be so funny?” I asked.

“Well, first I am going to set up two follow-up meetings this week to make sure the project is kicked off and underway. Then next Monday, I will have a final follow-up meeting to get the last revision so I can review it on Tuesday. If we have a final touch-up, that will be okay. I guess it’s all in getting ahead of the curve.”

“You have learned a valuable lesson about follow-up. It is the one place that most managers drop the ball and it is as simple as scheduling on your calendar.” -TF

The Next Unfinished Project

Jeremy pulled me aside as I walked down the hall. “I have the same situation,” he said.

“What situation?” I asked.

“My boss hands all the stuff to me to make sure it gets done, but he has never made it clear that I will be dishing out most of the work to the other team members. Worse still, he doesn’t support me when I get pushback on some of the assignments. He lets these people off the hook as soon as there is a whimper. I was here until 10:00p last night working on a project that I assigned to Sylvia two weeks ago. I found it on the corner of my desk yesterday with a note.

I didn’t have time to get this done. It is due tomorrow. I talked to the boss and he said just give it back to you. He said you would take care of it.

“I am not the manager, but the boss expects me to make sure everything gets done.” Jeremy was clear eyed, but you could tell he felt pretty beat up.

“Sounds to me like the boss expects you to take care of it. Tell me, how do you like working until 10:00?”

“I don’t. I was so mad, I could have strangled Sylvia.” Jeremy was fidgeting.

“So, what are you going to do differently next time?” I asked. “Because this will happen again unless you do something different.”

“What else could I do?” Jeremy sat straight in his chair. “I saw the package at 4:30 and there was five hours of work that had to get done. I had to stay.”

“That wasn’t the question. The question is how are you going to prevent that from happening next time?” Jeremy was stymied. “Let’s take a break,” I continued. “Let’s get some fresh air. I will meet you out in the company courtyard in about ten minutes. I have to check on something. Then we can talk some more. Until then, here is a clue about where I want to focus. What day next week is the next unfinished report going to land on your desk?” -TF

A copy of Creating Competitive Advantage by Jaynie Smith goes to Karen D’Abate for her follow-up comment on yesterday’s post. Many thanks to all who contributed. Some good thinking going on out there.

Almost Always a Who

“I guess I am feeling a little burned out,” said Cynthia. “There is just so much to do now that I am a manager. I feel stretched, way stretched.”

“How did the manager before you handle all of this workload?” I asked.

“Oh, that was different. I am still handling all my old job responsibilities plus handling my new responsibilities as manager.” Cynthia stopped. “So, I am working twice as hard. No wonder I feel burned out.”

“Who do you plan to give your old responsibilities to?”

“Well, I am trying,” Cynthia continued. “I just haven’t figured out how.”

“Wrong question,” I said.

“What?” Cynthia was startled.

“Wrong question. You will never make any headway figuring out how. You will only make headway when you figure out who. The solution is almost never a how, it’s almost always a who.”

“So, I should stop trying to figure out how I am going to get it all done and focus on who is going to do it?” Cynthia was surprised at her own question. She knew the answer. -TF

First Assignment

From the Ask Tom mailbag.

Question

I have just joined a new company as a project manager and have been assigned to report to another project manager. While this person has been with the company for a while, he is not that far ahead of me technically, though he knows some of the ins and outs of our clients. My problem is that I have been here for a week and a half and, though I have approached him several times about assignments, he continues to keep everything to himself. I am getting tired of staring at my computer screen. I don’t want to go around him, but I don’t know what I can do.

Response

Your manager is obviously more interested in task oriented work rather than management oriented work. You may even be his first direct report, so he may not even know what to do or how to manage you.

Whatever his reasons are, it really doesn’t matter. The first obstacle you have to overcome is trust. You have to get to know him. And I am not talking about warm and fuzzy stuff, this can be brilliantly professional. Grab him at a coffee break, before or after work and try these questions:

Where did you go to school?
How did that prepare you for your career as a project manager?
What attracted you to project management?
What is the most interesting project you have ever completed?
What part of your job do you find the most satisfying? (Hint, he is likely to also tell you the part he finds the least satisfying…which may be your entry into an assignment for some productive work).

Ask him what the most appropriate first assignment might be. Would it be a small project on your own, a segment of a larger project, or simply a small task in a larger segment?

Each day, ask him if there is some small thing that you could do for him that would be truly helpful. It doesn’t have to be a huge assignment, yet something you can successfully complete that begins to build the trust. It might even be an administrative task like collecting all the projects in a list and tagging the status of each project, who is working on it, etc. (This will be helpful to you, because you will know about projects in-house). Good luck, keep us updated on your progress. -TF

Fear of Losing Control

I was working with a group yesterday and the topic was delegation. I asked them to make a list of all the reasons that we don’t delegate more often. The first word spoken was “Fear.”

“Fear of what?” I asked.

“Fear that the person will fail.”

“Fear of losing control.”

“Fear that the project will not get finished.”

“Fear that the quality will not be up to my performance standards.”

So, the reason that we don’t delegate more often, has to do with a powerful human emotion. It is a wonder that we can delegate at all.

So, here is my question. How do you deal with the fear? When you do delegate, how do you ensure that the project will not fail, that you will not lose control, that the project will be finished, that the quality will be up to your performance standards? -TF