Ms. Doyle’s concatenation of “delegation” and “outsourcing” is a very productive idea. Delegation is normally seen to be a personal act by a manager. A manager delegates certain tasks or responsibilities to someone else in the organization. Outsourcing is most frequently the retention of a third party, external to the company, to perform a function or tasks. Setting these two side by side provides an interesting example of the overlap between the personal skills and attributes of the manager and the larger practice and processes of the organization.

Delegation and outsourcing share many management requirements

Delegation and outsourcing share many management requirements. And they illustrate the overlap between the personal and organization spheres. Both benefit from a more nuanced use of the general management maxim, “Build on Your Strengths”. Both require a substantial understanding of what needs to be done, how it should be done, the results required, and the needed timelines. And, finally, both require ongoing management involvement to assure that those responsible for the tasks or functions, whether individuals or vendors, succeed.

Discern Your Strengths

Ms. Doyle argues that we should examine ourselves to determine our strengths as an initial step. She even provides a link to a tool to help in this adventure. I have talked about this earlier in my posting “Managing for Weakness – a mis-management myth“

“What are my strengths?”

The simplest way to answer this question is to look at the activities where you have had the most and best results. These are your strengths. You might enrich this line of thinking by asking which activities make you happy, put you into a state of flow where you really concentrate and loose track of time? An external, third party assessment can be helpful. I have used StrengthsFinder 2.0. It is good, adequate detail without overreaching. There are others.

Then ask this question:

“Am I spending most of my time working on my areas of strength?”

If we turn to the classical argument for outsourcing, companies are encouraged to define their core competencies (strengths) and strategic must do functions and outsource everything else. This quickly became reduced to a simple examination of the relative cost of doing a function in-house versus via a third party.

At this point delegation (here Ms. Doyle uses the term “outsourcing”) becomes an obvious solution to increasing the amount of time and energy spent doing work that fits into your strengths by offloading tasks.

Focusing on Strength Is Not Always a Good Idea

Although in general it makes eminent sense to focus on your strengths, this is not a rule that should be followed without some thought.

In my practice I can think of numerous examples where the business owner is doing a good job of obeying the “follow your strengths” rule, but, in fact, not achieving the results that the market opportunities are providing. For example, some business owners who are highly detail and control oriented find it easy and fulfilling to remain intimately involved in all sorts of processes that fit into their strengths profile like bookkeeping, inventory control, purchasing management, human resources administration, etc. They are happy doing this work because it feeds into their need for work that is detail and control oriented. Here is a case where I argue that even though they are comfortable following their strengths, they need to drop many of these tasks and devote their time to driving the marketing and sales efforts. For these particular owners, this is uncomfortable territory. This is work that focuses on some of their weaknesses. But, in small firms, even medium size firms, there is no replacing the impact of the owner/CEO in the mind of the customer. So, even though the owner may not be the best possible person to do this marketing and sales work, they are the resource available. And, the impact on the marketing and sales results will show the wisdom of this refocusing on weakness.

I would also note that managers do learn new skills, even in areas of weakness. though your natural bent may not be the world of sales and marketing, for instance, the approaches and skills required are not particle physics. There are plenty of learning tools and business coaches who can help you become more than competent even in fields that you might describe as weaknesses.

In an example of strength misdirecting, I recall a large size electronics firm, a Fortune 500 company, in the 1980s and 1990s. The great strength of this company was manufacturing. Almost all of the managers in the top ranks came from manufacturing functions. Manufacturing widgets was what they did really well. As the world of electronics evolved, they kept doing what they were good at and let product and market development work, activities critical to the future of the company,  take a back seat. Soon market share fell from 45% to 20% and the game was over. There were certainly managers at this firm who intellectually understood that they needed to make product development work and marketing a strength, knew that they needed to make these core competencies, but the inertia of the past strengths was too difficult to overcome.

So, one can not follow strengths blindly.

Three Questions for Success in Delegation and Outsourcing

What Needs to be Done, When, and What are the Results Required?

Once you have made decisions about what to delegate or outsource, a key to success is developing a clear statement of what needs to be done, when, and what are the results you want to achieve. The answers to these three questions arm you to select the best person or organization to perform the work and the basis for useful discussions of progress. Nothing like having a clear statement of the results expected to focus the collective minds. With a clear definition of what needs to be done and the results expected you can make the best choice for whom to delegate a task to. Has this person had success in achieving results in the task area defined, do they have the functional expertise required to produce the results? If you are looking at outsourcing, the same information arm you to ask questions about the track record of the various vendors. Do they have the capacity to deliver the results on time? And so on.

Taking Responsibility for the Results – Delegation and Outsourcing Do Not Get You Off The Hook

I wrote recently in a posting, “Outsourcing – not a strategy that is as simple as a make or buy decision“,

However, people may think that outsourcing gets you off the hook and solves all of the problems involved in the outsourced functions. The truth is that whether as a one armed paper hanger or a global giant like Boeing, outsourcing must be managed.   You can not manage functions that you do not understand. So, the executive level of any organization (back to the single entrepreneur to global giant span) must understand all of the basic functions of a business (strategy, sales, marketing, product/service development, personnel, operations, finance, information systems, and legal (these are the most important ones)) in order to decide which must be internal and which can be outsourced. Then, you have to have enough knowledge of the outsourced functions to decide on the desired results required, choose vendors, and manage for the results. This may seem to be daunting for the low end of the size scale, but most of this stuff isn’t rocket science at the basic concepts level and one can always draw on people in your network and consultants (like me obviously) to help out.

The same line of thinking applies to delegation. it is simply not acceptable to delegate a task and then not come back to the person tasked for six months to ask, “How are things going?”. Just as with new hires or promotions attentive, timely, and responsive supervision is required. The same rules of responsibility apply to delegated tasks. You made the choice of the person, defined the task and the results required and established a timeline for the results. It is your responsibility to assure that the person succeeds. You have the power and resources to assure that. Although I doubt that delegation is as fraught with failure as hiring new personnel, the failure rate is still high and you can not afford to simply through up your hand six months into the mission and say, “Why did you screw this up?” More here about this management issue, “It’s Always Your Fault – taking responsibility for personnel“.

In the world of planning and strategy, there is a truism that too much planning, too much detail, too much analysis, leads to inaction, to a loss of opportunity. Along the same line of observation, in the world of learning to becoming a more effective manager, there can be too much study, too much thinking, too much integration of the many many skills and aptitudes required to become more effective. In both strategy and management skills action is almost always preferable to another round of study. Action bumps you up against the real world and provides the real basis for improving skills and results.

But, that still leaves us with the nagging question as a manager, especially for rookie managers and supervisors, how do I get started?

Based on many years of personal work as a manager and many years coaching managers, here are three steps you can take that will get you into action and guarantee striking results. These results will come in your personal effectiveness and in of the results of the organization you manage.  Remember,  by results, I am referring to the three meanings Drucker defined: (1) direct business results (usually measured in $s); (2) improved organizational culture (values); and (3) development of people.^[[1]]

1. Stop Answering Questions

If most managers could listen to themselves, the proverbial fly on the wall, for just a few hours, they would discover that they are chronically enabling dependency all around them and undermining whatever formal delegation systems are in place. How is this happening? Just listen and you will hear a stream of questions coming at them followed by answers in response. You are enabling the following the reflexive pattern: ask the expert and be rewarded with answers. Ask the boss, get an answer, and be safe from responsibility for the answers.

If you want to get people to take responsibility and be involved in the business, you can’t go on answering all these questions. They will just go on asking whether they need to or not. And, you are spending an enormous amount of your time, your most valuable resource, to answering all of these questions.

What should a manager do to break this pattern?

Simply announce to the troops, “If you want to ask me a question, you have to have at least three possible answers thought through before I will consider your question. If you are having trouble coming up with answers, ask others to help you. Group thinking is always the best thinking.”

Shortly I will go into a few further refinements to make this a really effective policy. For the moment though, think of how simple it would be to put this new policy into action. The really tough step is entirely in the mind and habits of you the manager. You have to get up every morning and look yourself in the mirror and say, “My job as manager is to create an environment in which everyone can participate fully and will take responsibility. To help this along, I will help people by not answering their questions. And I will examine and fix why it is that they can not answer most of the questions that arise in their day-to-day work.”

One of the reasons managers answer so many questions from their staff and others in the company is that they fear that if they don’t, then really important issues and opportunities may be addressed incorrectly or sub optimally.

A key to getting out of the round of endless questions while still being involved in important ones, is to set some boundaries, some limits.

This might sound like this: “I want you to develop three solutions before you come to ask me a question. Ask your colleagues for help if you get stuck. But, in the case of the following critical customer, Immense Big Machines, Inc., I want to be informed of any issues involving delay or cost overruns in Project XZY.”

With the right boundaries set around your new rule, you can still be assured of being involved where you need to be.

Once you put this policy into action you are likely to see that many of your reports’ questions arise because they lack information and decision making tools. Glance down to Step 3 It’s Your Fault – Take Responsibility below and you will see that you have to take action to get these tools into place to enable your report to work effectively.

Finally, to make your staff and others in the company comfortable about taking responsibility for solving problems and answering their own questions, you need to have environment in which mistakes are expected and dealt with positively. Remember, if you are not making mistakes, you are doubtless doing very little and learning not at all. Mistakes need to be analyzed and the lessons learned. Perhaps the only rule about mistakes is that they should not be repeated.

As a bit of personal history, I implemented this step myself out of self-preservation in the midst of merging four sales departments into one. For the first couple of days some Regional Managers were frightened to death that they would make mistakes. These folks had worked for years before I came on the scene for managers who acted like your worst image of tank commanders. Other Regional Managers were delighted immediately. All of them made mistakes. The company was not adversely effected and within a few weeks almost all found their legs, helped work out the decision algorithms we needed, and I had much more time available to address all of the other issues revealed by this merger. One final note though, one manager never became comfortable making her own decisions. No amount of work on my part and her compatriots convinced her that she really should and could make decisions. Within two months she moved on, of her own accord, to a staff position in another business unit where she would not be confronted with the stream of business decisions about pricing and production priorities that every Regional Manager faced.

2. Seize Your Time – Don’t Manage It

In recent work with managers on time management, we have taken a new tack on this old problem of time.  We have encouraged managers to simply seize a block of time during the week and get to work on the really important things they feel they need to do to improve their contribution to their company.

It works like this. Look at the next week’s calendar and mark off one, or better, two hours on some day where there is nothing now scheduled or their are meetings or tasks that really can be skipped. Send an email around to everyone who reports to you announcing this time as your Private Work session. Tell them that you will be working on an important initiative and that barring a fire, you are not to be disturbed until the session is over.

When the hour arrives put a sign on your door or at the entrance to your cubicle, “Private Work Session – Do Not Disturb“. Turn off your email, instant messaging, cell phone, Blackberry, or any other communication device that can interrupt. Sit down at your desk or work table and get to work on that project that you have not gotten to because of all the other “important” tasks in your day-to-day work life.

Managers who have taken the step to seize their own time have found that they make real progress on their projects and the company does not grind to a halt.  They become daring and schedule two or three hours for the next week. Seizing personal work time also energizes their efforts to really learn how to manage their time. They already can see that they can make real progress working on the future of the company instead of constantly balled up in the day-to-day activties of the company. It is a demonstration of the power of spending significant time working on your company instead of just in it.

3. It’s Your Fault, Take Responsibility

Attracting, selecting, training, mentoring, and pruning human resources are among the most important tasks a manager confronts. Almost everyone agrees that, at every level of organizations, managers need to be devoting a significant portion of their time addressing the people needs of the firm, business unit, or department. Without the right people in the right positions, no strategy, no matter how clever, can succeed.

To be truly successful in meeting these responsibilities, a manager must embrace an all important management rule: “If an employee is working below expected or required performance it is always the manager’s fault.”

Read that through again. The manager is always responsible for sub-par work by any employee in their work group.

The first place to look for the source of poor performance is the manager. After all, the manager hired or selected the person. The manager defines the work, provides tools, training, and all other resources required for the job.  The manager is responsible for the success of every person they supervise.

An important effect of this rule is that it prevents you from entering the whinny land of thinking, or worse, saying:  “Why doesn’t Joseph pay more attention to detail?” “Mirabelle keeps making the same errors over and over in these quotes.” “Walt just doesn’t get the big picture of where this project is going and he is heading down the wrong track, for the umpteenth time.”

Embrace your responsibilities and powers to make your personnel successful.

• Make sure that you really have well thought out and planned jobs.
• Are job definitions focused on results?
• Are the task definitions actionable?
• Do the skills listed actually match up with the results you want to achieve?
• Have you provided the training required?
• Do your personnel understand where the company is going strategically and is it clear how the results of their jobs connect with these strategies?
• Have you acted promptly to provide feedback and take corrective action to support performance?
• Do you have a company culture that embraces, supports, and demands full participation by everyone?

Selection and promoting personnel are management tasks with a high error factor. Every manager needs to acknowledge that their judgments in selection and promotion of personnel are not perfect, not even close to perfect, . So, faced with a weak performance from a new hire or newly promoted person, managers must ask the question early, “Did I make a mistake here?” If you come to that conclusion you need to act promptly to correct the error.

The central point is that you selected your personnel, you set the conditions and environment of their work, your provide the tools and training, you set the expectations, the results required. If you are not getting top performance from your personnel, look to the basics, look to your own responsibilities as a manager first. After all, if you are really holding yourself accountable for these responsibilities, you will achieve equal or better performance from everyone in your organization.

The Three Steps Taken Together

These three disruptive steps will make you a more effective manager. Stop Answering Questions reveals where you need to improve training, data resources, and decision making algorithms. This step also firmly embraces and puts into action the third step, It’s Your Fault, Take Responsibility. It is a certainty that implementing the first step will librate those who report to you to perform better and by cascading the third step down the chain of command your reports will apply the first step to those who report to them with equally robust and invigorating results. Meanwhile, you will have implemented the second step, Seize Your Time – Don’t Manage It. This will lead to some significant achievements on your part. You will be able to work on forward looking projects that will move your group ahead. After a bit, you will be able to recommend that your reports apply all three rules to their own work.

1. see Chapter 2 – What Can I Contribute? in his book The Effective Executive

No Significant Differences between Stars and Average in Intelligence, Problem-solving or Technical Skills

So it was with some anticipation that I read through Robert E. Kelley’s  How to Be a Star at Work: 9 Breakthrough Strategies You Need to Succeed (Three Rivers Press, 1999).  This book is based on research at Bell Labs in the 1980s, and 3M a bit later, on the differences between “stars” and average managers.  . Learning to be an effective manager is a multi-disciplinary-multi-modal effort. Clearly an important step is to understand what constitutes the approaches, practices, and skills of an effective manager. Based on work with hundreds of managers, Kelley found that there was no significant difference between “star” and average managers in their raw intelligence, problem solving skills, and technical skill attributes.This may seem surprising until you remember that accomplishing real results in the business world is not a based on individual performance but on the collective efforts of a whole organization. There are almost no significant business problems (or technical ones, too) that can be solved by a single individual. In fact, it is the job of a manager to bring together all of the resources required to achieve real results, focus them on the task and push, pull, inveigle, cajole, lead, or any other verb that describes the persuading that goes on to organize groups in action to achieve real results. Viewed from this perspective it seems less surprising that being a “star” manager has more to do with attributes other than raw intelligence, problem-solving, and technical knowledge.

Better Strategies and Skills in nine areas

What Kelley did find was that the stars has better strategies and skills in nine areas:

1. Initiative – working the white spaces of the organization
2. Networking – knowing who knows what in the company’
3. Self-management – managing your whole life at work
4. Getting the big picture
5. Followership – checking your ego at the door and leading in assists
6. Teamwork
7. Leadership – doing small-”l” leadership in a big”L”world
8. Organizational savvy
9. Show-and-Tell: persuading your audience with the right message

There is some overlap among these nine strategies. For instance Followership, Teamwork, and Small “l” leadership are clearly interdependent ideas. But I do not want to quible here. If you compare this list with the attributes of high performance organizations you will find useful correlations and synergies.

This book is widely available through your local library and from bookstores local and online.

1. see Henry Mintzberg, Managers Not MBAs: A Hard Look at the Soft Practice of Managing and Management Development, 1st ed. (Berrett-Koehler Publishers, 2004) for more on this.