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Do You Know When to Delegate?

9/6/2004

Afraid to delegate too much authority? Afraid not to delegate? Harvard

Management Update explores the ins and outs of handing off the workload.

by Lauren Keller Johnson

You know that a key part of any executive's or manager's job is helping

subordinates develop professionally including honing their problem-solving and

decision-making powers. Thus, you're well aware of the dangers that come with

taking on all of your direct reports' problems. But what about when you're

under immense time pressure and someone tries to hand you one or more monkeys

the memorable term for subordinates' problems that William Oncken Jr. and

Donald L. Wass introduced in their classic 1974 Harvard Business Review

article, "Management Time: Who's Got the Monkey?" In high-pressure

circumstances, accepting a monkey can seem a lot more efficient than taking

time to coach your employee to resolve the problem himself.

Returning monkeys to their rightful owners seems even more difficult today than

it was in 1974. For one thing, managers have come under increasing pressure to

generate measurable results faster than ever. And as Stephen Covey, vice

chairman of FranklinCovey (Salt Lake City), maintains, some managers fear being

viewed during tough economic times as unimportant or unnecessary if they

delegate more to employees. They assume that there's only so much power and

authority to go around and jealously guard their own. New managers promoted for

their stellar performance as individual contributors can find delegating

especially challenging because they've scored major successes by handling

problems themselves.

But just as delegating has grown more difficult, it's also become more crucial

for companies seeking to compete. In Covey's words, "Twenty or thirty years

ago, only 30 percent of the value added to goods and services came from

knowledge work. Now it's 80 percent. So if companies hope to survive, they must

empower people to think for themselves and draw on their experience and

wisdom."

Fortunately, experts and executives across a wide range of industries have

continued developing techniques aimed at making delegation easier and more

effective at keeping the monkeys with their rightful owners.

1. Make yourself let go

For many executives, the path to more effective delegation begins with

reexamining two basic assumptions about their roles. First, many managers

"continue to assume that it's faster and more efficient to take on employees'

problems than to teach them to handle their own," notes Patti Hathaway, author

and business adviser with the company The Change Agent, based in Westerville,

Ohio. Second, "they believe they know more than their direct reports do."

These assumptions, Hathaway says, only increase managers' desire to control

problem solving and decision making rather than empower their employees. To

help counteract this, she encourages her clients to think as leaders, not as

managers. Managers, Hathaway advises, "manage details (for example, by solving

direct reports' problems). Leaders manage people by encouraging a sense of

ownership and accountability among subordinates." By envisioning themselves as

leaders, managers become more comfortable and open to delegating tasks

initially and to passing monkeys back to their owners.

Kyle Beaty, formerly first vice president of Washington Mutual National

Operations Center, agrees. "If I'm micromanaging my people," he frequently

reminds himself, "that behavior sends the message that I don't need them."

2. Ask, don't tell

Letting go of problems is only as effective as the manner in which you delegate

them. To that end, skilled delegators know to ask questions rather than dictate

orders. "Asking 'What do you think should be done?' teaches people to come up

with proposed solutions the next time they bring you a problem," says Joyce

Gioia, president of the Greensboro, North Carolina-based consulting firm The

Herman Group. Additional open-ended questions such as "What do you think led to

this problem?" "What are things we might consider if we implement the solution

you're proposing?" or "How did we handle this situation with customer B?" can

reveal the degree to which subordinates have thought through their respective

problems.

Letting go of problems is only as effective as the manner in which you delegate

them.

As Edward Massood, president of MGM Transport in North Carolina, notes, "When I

ask my people how they plan to deal with a problem, we can then explore the

ramifications of each idea and make sure we've covered every important

consideration." Massood has benefited immensely from using this approach.

"Before I started asking questions, people used to be lined up outside my door,

and I was staying at the office until seven or eight at night to clean up

problems. Now they come to me less frequently. And when they do, we resolve

problems a lot more quickly because they've thought through several possible

plans."

Florence Stone, editorial director at the American Management Association (New

York City) and author of The Essential New Manager's Kit (Dearborn Trade

Publishing, 2003), recommends using silences in addition to questions. Instead

of responding immediately to what you're hearing, she advises, wait a moment to

give the person ample time to generate and evaluate ideas for handling the

problem in question.

3. Match tasks to people

Managers can avoid taking on subordinates' monkeys by matching delegated tasks

and problems to individuals based on their assessment of each direct report's

capabilities and development needs.

"Delegate in ways that enable people to stretch," advises Bette Price, a

management consultant at The Price Group (Chicago), "and treat mistakes as

growth opportunities. Explain your assessment of each member's capabilities so

they understand why you're handing certain tasks back to them."

Covey emphasizes the power of delegating based on subordinates' deepest

passions. "Find out what each of your direct reports does best and loves doing

most," he recommends, "then marry their unique talents and passion to the job's

needs. With passion, people don't need supervision: They'll generate creative

solutions to problems on their own."

4. Cultivate independent thinking

The more an employee thinks independently and feels a sense of ownership in his

job, the fewer monkeys he tends to bring to his supervisor. At Planterra, a

Michigan-based interior landscape company, director of business development

Shane Pliska uses a "monkey rating" system adapted from the approach Oncken and

Wass described in their article.

"We ask employees to rate their problems on a number scale," Pliska says. "One

means the manager solves the problem; two means the manager tells you how to

solve it and you follow up; three means you propose a solution and ask for your

manager's approval; and four means you take action and tell your manager about

it afterward." When people come to their supervisor's office, Pliska explains,

the manager asks, "What number is it?" To cultivate a sense of ownership,

Planterra managers encourage employees to make as many "four" decisions as

possible.

Spencer Adamson, senior director of American sales at Foster City,

California-based printing-equipment manufacturer EFI, uses an even more

streamlined version of this system. "I tell employees I want them to make me

aware of problems," he says, "but I also want them to come prepared with

observations and multiple suggestions for how they'll solve the problem."

To that end, MGM Transport's Edward Massood specifies three categories of

expectations for employees: "What their actual job responsibilities are, what

knowledge I expect them to have, and how much empowerment they have." This is

an important point, experts note. You can't expect someone to solve a problem

if she's unclear on whether she has the authority to do so.

Linking direct reports with the resources they need to solve a problem will

also aid in reducing the number of monkey-toting reports at your door.

Interpersonal workplace problems for example, a person complains about his boss

to another supervisor present special challenges for managers. To avoid taking

on that particular breed of monkey, Kellie Wardman O'Reilly, director of

membership and marketing at the Greater Manchester (New Hampshire) Family YMCA,

holds people accountable for bringing complaints back to the original source.

"I ask them when they intend to confront the other person," she says, "and I

follow up to make sure they've done it."

5. Link people with resources

Linking direct reports with the resources they need to solve a problem will

also aid in reducing the number of monkey-toting reports at your door. Think of

resources in broad terms as people, tools, information, and developmental

opportunities that can help employees resolve issues on their own. Serving as a

resource connector can be as simple as saying, "You need to talk to Joe in

marketing." Informational tools can also be valuable. For example, The Change

Agent's Hathaway advises clients to provide an intranet phone directory

organized by department and function, not by name, for new employees who don't

know anyone yet but who need to know where to bring specific types of problems.

Some executives also establish mentoring systems. Bo Calbert, president of the

Southwest division of McCarthy Builders in Phoenix, authorized his company's

training group to develop a mentoring program that matches senior leaders with

new managers who need to master delegation skills. "People have raved about the

new insights they've gotten from the program," he says.

Michelle Van Dyke, senior vice president of retail at Ohio-based Fifth Third

Bank, leverages the power of information. "I use e-mails and meetings to share

information with employees about our industry, our bank's strategic focus, and

our financial performance. They need to know the same things I know if they're

going to make smart decisions and solve their own problems."

Reproduced with permission from "Are You Delegating So It Sticks?" Harvard

Management Update, vol. 9, no. 7, July 2004.

See the latest issue of Harvard Management Update.

Lauren Keller Johnson is a Massachusetts-based writer. She can be reached at

MUOpinion@hbsp.harvard.edu.

Knowing When to Accept a Monkey

by Lauren Keller Johnson

Top managers recognize when to accept problems:

Jeffrey Henning, COO of Massachusetts-based software firm Perseus Development,

takes on a monkey only if he feels that no one else can handle it.

EFI's Spencer Adamson intervenes in problems involving sensitive company

information, interpersonal conflicts, or threats to key customer relationships.

Sandra Neely, vice president and associate general counsel for Ohio's

Nationwide Insurance, says she'll think twice about delegating a problem if it

is "new, has strategic importance, or is on senior management's radar screen."

Reproduced with permission from "Are You Delegating So It Sticks?" Harvard

Management Update, vol. 9, no. 7, July 2004.