Delegate Successfully - The Four Level Rule



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Delegation is a subtle, yet vital art in business. It can work very effectively for you - but only if you use it well. And use it for the benefit of all involved. There is a vital 'ground rule' that you must accommodate. And that's around a clear 'level of authority' to act...

Most business owners, managers and executives who are successful have a clear strategy for making the most of their own skills. They, to quote Stelios Haji-Ioannou, founder of easyJet, the originator of no-frills short-haul airlines in Europe:-

"Find out what they're good at and delegate the rest."

Nothing too amazing there then. Yet so many bosses fail to do this. They sit on stuff they aren't good at for all sorts of reasons, and key actions are performed late, or badly, or worst of all, never get done at all.

Delegation through your people effectively resolves this. Yet you need to ensure that they have the skills that you haven't (which means that you creatively recruit people who can).

These people are capable of learning the stuff you want to delegate and even improve it, with their own particular capabilities, to deliver it better than you could yourself.

But they need help in getting this right. Picture something delegated, in the middle of a meeting, without clear understanding around how far they can go.

  • Do they think about it and take action?

  • Do they always check with you - which isn't going to be very effective at all, is it?.

  • Or do they take a special interest in the shine on their shoes, every time you start looking round for some help.

So, here are four sizes of delegation you can cut to fit both individuals and circumstances. You tell them that they judge each issue by the following 'levels of authority':-

  1. Level One

    You make every decision in this area and deliver it without reference to me (the boss) (leaf).

  2. Level Two

    You make every decision on this and inform me as you take action (branch).

  3. Level Three

    You make decisions and discuss with me before you take action (trunk).

  4. Level Four

    Decisions in this area are so vital that we take decisions together after debate, before any action is taken (root).

The descriptions at the end of each line come from Susan Scott's excellent, if fearsome book Fierce Conversations. If you have a series of decisions you can take at leaf level, then they aren't going to be too disastrous if they go wrong (leaf falls off - not the end of the world). Up to root - where a mistake here can easily be life-threatening. It's a neat analogy.

For the boss, these levels give some degree of safety and analysis of a persons capabilities to make the right decisions. For the individual, they know how far they are permitted to go in an issue. This builds trust and confidence.

They also know the whole series of levels (the whole tree) exists and that they will be able to achieve a higher level if they show they can get this one right. Hugely rewarding and stimulating.

Having a boss who takes the care to set this up clearly also means, frankly, that they are probably setting up their individual employees to succeed and so will be around them as they need help and guidance (some might call it coaching!).

And a boss who is able to delegate a chunk of their work to people who may well be able to do it better and to grow their capabilities and confidence is the ultimate win-win.

Ah yes. And the business grows. What with all these employees growing in their skillset and confidence and with a boss who is working at peak, in a focused way, using his or her true strengths to the max.



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Jonathan and I had a great time doing this episode with Mary Jo Foley. We did the broadcast live from TechDays Vancouver in front of a live audience as well as our usual online audience. Mary Jo was a great guest and even wrote a follow up blog post based on her experiences with us up here in the Great White North with tips for how IT mangers can keep up to date on the latest happenings in technology and at Microsoft.

In this episode, we talk with Mary Jo about her views on what’s new at Microsoft and what’s important for technology managers, strategists, leaders and architects to keep their eyes on when planning for the future.

This episode is also available as a audio podcast (download as MP3):


Subscribe to the audio podcast series (so you don't miss an episode) :

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mjfFeatured Guest: Mary Jo Foley

Mary Jo Foley has been a tech journalist for more than 25 years. She has worked for a variety of tech publications and Web sites, including PCWeek/eWeek, CRN and ZDNet. She is the editor of the "All About Microsoft" blog on ZDNet, and the author of the book "Microsoft 2.0: How Microsoft Plans to Stay Relevant in the Post-Gates Era" (John Wiley & Sons). She also is the co-host of the Windows Weekly show on the TWiT network and a frequent commentator and speaker on all things Microsoft-related on TV, radio, podcasts and at industry events.

About AlignIT Manager Tech Talk

The AlignIT Manager Tech Talk is a monthly live streamed video series hosted by Ruth Morton (LinkedIn) and Jonathan Rozenblit (LinkedIn). Each Tech Talk episode airs on the 2nd Thursday of the month from 12:00pm to 12:30pm ET. The show focuses on a range of topics for both infrastructure and development managers and is interactive, taking questions via a live chat and providing answers on air.

About AlignIT

The AlignIT program is dedicated to keeping IT leaders informed about what matters in business and technology. We do that through in-person events, web casts, our blog and, of course, this audio and video series. You can find more information about the Align IT program at www.alignit.ca. If you have comments, suggestions, and ideas for future topics please let us know by connecting with us via email, Twitter, or LinkedIn.

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