Foreign Consulting for Humans, a podcast all about life in consulting.
Speaker BYou're with Ian and with Mike, and.
Speaker AIn each episode, we'll be shining a light on a new topic that gets to the heart of what makes consultants happy and successful.
Speaker BOn the Consulting for Humans podcast, it's our mission to add just a little more humanity to the lives of consultants.
Speaker BWe also love to bring some of the skills and perspectives of consulting to human lives too.
Speaker ASo if you're a consultant who's trying to be more of a human, or even a human who's trying to be more of a consultant, then we think you're just our kind of person.
Speaker AAnd we're so happy to have your company.
Speaker BYeah.
Speaker BWelcome aboard.
Speaker BIn today's episode, we're looking at delegation in consulting and we'll be giving it our famous one minute treatment.
Speaker AExcellent.
Speaker AWe do want to take a moment at the beginning here to welcome any luminaries listeners to the first of our consolidated episodes.
Speaker AWe have folded together Consulting for Humans and our special Luminaries tier.
Speaker AAnd as we said last time, starting with this episode, we're going to have one longer Consulting for Humans episode every two weeks.
Speaker AAnd each of these episode is going to include some of our traditional humans content and some of the deeper dives that we might traditionally have put into the luminaries via the paid tier.
Speaker ASo welcome one and all.
Speaker ALet's hope we can all get along.
Speaker BSo in episode 14, we talked about the book the One Minute manager and its one minute goals.
Speaker BIn episode 19, we returned and applied the same treatment to consulting scope.
Speaker BAnd in our last, last episode, we gave consulting recommendations the One Minute Treatment.
Speaker BToday, delegation takes its turn.
Speaker AThis is a different kind of a topic for us.
Speaker AI think that we've often talked about ideas and skills and approaches that are important uniquely for consulting.
Speaker ABut this is starting to ring bells with me with regular kind of management training from generations ago.
Speaker ASo maybe we should ask ourselves before we get into delegation, why?
Speaker AHow come an apparently simple skill like delegation might turn out to be a topic for consultants?
Speaker BI think it's a great question to ask.
Speaker BAfter all, great delegation, not only just management 101, it's what makes the consulting bottom line work right.
Speaker BNot to mention the traditional consulting firm up or out system, that kind of pyramid.
Speaker BHere, it's too important not to get it right.
Speaker AYou would think so.
Speaker AYou would think so.
Speaker ABut it comes up time and again in leadership sessions and coaching sessions that we run with our clients.
Speaker ASo let's get into some of the fundamental reasons to begin with why delegation Might be important and in particular why good delegation might be important.
Speaker AWhat have you got on your list there, Mike?
Speaker BIan?
Speaker BI think one of them for me has always been this idea of skills development and career progression for folks up and down the ladder.
Speaker BWithout good delegation, that doesn't happen.
Speaker BSometimes this is training, a lot of times this is kind of apprenticeship.
Speaker BBut if you don't get to do them and under the watchful guidance, you're just thrown into the deep water and left to sink.
Speaker AAbsolutely.
Speaker AAnd I think all of us who've managed to make it past, I don't know, six weeks into a consulting career can look back on things that we learned because we had the job passed down to us and we just had to sink or swim.
Speaker ASo there's something in it for people who need to learn.
Speaker AI think there's something in it for people who need to lead as well.
Speaker AEvery time I've seen teams do a good job of delegation, one of the paybacks has been, but that the seniors, the senior managers or the partners are even higher up in the organization.
Speaker AThe higher ups get more time back, partly just more time back, period, but especially more time back to do more of the stuff that they really need to be focused on the senior agenda, the strategic agenda, thinking about what's going to happen next.
Speaker ASo good delegation gets better leverage, better focus for seniors, I think.
Speaker BAbsolutely.
Speaker BAbsolutely.
Speaker BAnd I think I always think back to that idea that says we're either completely inundated with work or we're out there trying to do business development.
Speaker BSo I'm thinking about consulting firms of different size.
Speaker BAnd when you're always hands on, as you were just saying, as senior members, as people who are both selling and doing work and you're not delegating, you're really going to get to that feast and famine cycle pretty quickly, right?
Speaker AYeah.
Speaker AYou get either saturated or completely left with an empty table.
Speaker AI think there's something in here as well about jobs for people, about task matching aces in places.
Speaker AAs I heard somebody say, if you do delegation well, you get to hand the right work into the hands of the right person who's well qualified to do it and arguably will do a good job and maybe even enjoy the work, who knows?
Speaker BOh, and I think riding right on those coattails, you're going to improve team morale and engagement.
Speaker BI'm not just doing always the same thing.
Speaker BI'm learning and growing.
Speaker AAnd I think anytime I've been in a project where this has gone well, there's one more constituency that's been made happy as a result.
Speaker AMike.
Speaker AAnd that's clients.
Speaker AI think clients get happier.
Speaker AClients get to see more quality work delivered in a more timely, more smooth way when the consulting team is delegating well.
Speaker AAnd I think we tend to kid ourselves that the senior people need to hold on to work in order for clients to be happy.
Speaker AAnd I really don't think that's the case.
Speaker ASo, Mike, given all of these benefits, given that we are supposed to be people who respond to incentives, we ought to be awesome at delegation because there's at least half a dozen really outstanding reasons there why consultants should be good at this.
Speaker ABut how is it in practice?
Speaker BI think regardless of the level you're working at in consulting, there are a number of delegation problems that range all the way from things like clear task descriptions and expectations.
Speaker BAnd one of the ones that always kills me is this insufficient context about the why behind tasks that used to kill me when I was on the one end.
Speaker BAnd I think it killed me in a very different way on the other end from one of the stuff I got back and had to redo.
Speaker AAnd I think part of that gets us into this idea of matching tasks to capabilities as well.
Speaker AIt's a really easy thing to do to assume that anybody who's in a consulting team ought to be able to do any job.
Speaker AAnd we kind of fling work around.
Speaker AEverybody is a universally flexible, universally fungible resource.
Speaker AAnd depending on who they are and where they are and what stage they're at, that can be not the case.
Speaker AAnd I've seen it go really badly wrong a few times.
Speaker BYeah.
Speaker BAnd then I think there's another one of our continuums that's both end that we get wrong sometimes on here.
Speaker BEither this.
Speaker BOkay, I've turned it over to you, so I'm going to abandon you again.
Speaker BYou're off in the deep end.
Speaker BGood luck.
Speaker BOr I'm such a.
Speaker BWell, we'll get into.
Speaker BI'm such a.
Speaker BThere's so much micromanagement that it undermines your autonomy and learning.
Speaker BSo I think getting that balance right between letting you completely go and absolutely micromanaging you, that plays a big role here in why we get it wrong.
Speaker AYeah.
Speaker AAnd we've said before consultants, we have a tendency to overlove our false dichotomies.
Speaker AAnd I've heard senior people say, I can't delegate this work because I'm going to have to stand over their shoulder and tell them precisely how to do it.
Speaker AYou've presented yourself with a false choice.
Speaker AThere.
Speaker AThere's somewhere in between.
Speaker AMike.
Speaker AAs you say, micromanagement and abdication.
Speaker AAnd I've seen this happen across the scope.
Speaker AI've seen very junior consultants have a hard time getting work delegated to them.
Speaker AI've seen project managers get stuck with really uneven, unmanageable distribution of their own work.
Speaker AEither a crowd of overdue tasks in their inbox or just crickets for a while.
Speaker AAnd I've also seen leaders end up really clearly not leading, not managing to model what good behavior looks like, not managing to actually cultivate skill in their and also not managing to do the kind of quality oversight that clients are counting on.
Speaker ASo there's all kinds of ways in which we can mess this up.
Speaker AI can remember one particular time as a project manager messing this up by delegating the wrong thing.
Speaker AA classic case of not matching the task to the person.
Speaker AThere was a colleague on my team, a consultant who was really good at completing.
Speaker AShe was the classic Belbin completer finisher and she was actually quite anxious about this.
Speaker AI hadn't realized how big a part this played in her happiness with her work.
Speaker AAnd I had delegated big hand, wavy, complex, poorly defined tasks to her because I thought she was senior enough and I thought she got it and I thought she'd do a great job.
Speaker ABut she didn't for quite a while in the first weeks of the project until I noticed that she was itching to get something finished.
Speaker ASo I delegated then a couple of shorter, more self contained tasks to her.
Speaker AShe rattled them off really quickly and then suddenly her confidence shot up.
Speaker AShe got unstuck, you might say, and did a fantastic job on the bigger tasks too.
Speaker AI'm just thinking if only I'd had my own better insight and my own better delegation decision making at the beginning of that process, we could have had such a better time.
Speaker BAnd one of the things for me, I talked about people who dump things on people without this context.
Speaker BOn the same hand, I wish some people, particularly junior consultants, would ask why ask clarifying questions?
Speaker BDon't just take it and do what I used to do.
Speaker BIt's that idea of saying you could stay quiet and let people think perhaps you're foolish or you could open your mouth and remove all doubt.
Speaker BI think so often we get hired in or we even at a more senior level start somewhere and we want to think I'm probably not as smart as everybody thinks I am, or I don't want them to think that I'm not.
Speaker BSo we fail to ask those things.
Speaker BAnd this, it's just this whole matching thing Come back.
Speaker BI had just moved over into consulting at a very senior position, but my work had been really in turnarounds and not in a formal traditional consulting house for a long time.
Speaker BI also have a PhD in strategy.
Speaker BSo one of the partners came by and said, Mike, I've got a really important client, very important project.
Speaker BI need a white paper on everything they need to know about strategy, really the history, current thoughts, the best you've got.
Speaker BAnd I thought you got it because I'm relatively new here and I took my dissertation and everything I did for orals and everything and I turned it into a really magnificent book.
Speaker BAnd he said, mike, I was looking for about a maybe two or three page white paper.
Speaker BI'd sure love to have that week back.
Speaker AI bet you still got a copy of the, of the tome somewhere.
Speaker BOh yeah.
Speaker AAnd it's funny, we misjudge the scope of things both when we're receiving the work, having stuff delegated to us, I think when we are delegating as well.
Speaker AI remember a couple of times working on big projects with big kind of panels of senior partners looking after the client relationship and they would completely forget that there was a world outside their own.
Speaker AAnd they would go into a huddle with the client for like always the first half of the day, oh, where are the partners?
Speaker AThey're in a huddle with a client.
Speaker AThey would finally emerge from the huddle on this really big but also really time critical project and they'd start handing out tasks and sometimes the juniors wouldn't get the tasks until 3pm Their time, at which point the seniors are going shrug of the shoulders.
Speaker AThat's your day's work and you're going to have to get it done.
Speaker AAnd the frustration of people thinking now I have to do a full day's work and I've been sitting kicking my heels.
Speaker AI've certainly, I've gone from being abandoned to being overloaded in the space of one phone call.
Speaker AIt's really easy for us to lose perspective on what the delegated task means, whether we're the delegatee or the delegator.
Speaker BIt seems again, basics.
Speaker BWe're using these examples and everything and we think, wait a minute, there's this kind of process about deciding to delegate in the first place what and when and to whom and briefing, handing it over, checking in, reviewing and giving feedback.
Speaker BThese are not difficult concepts.
Speaker BBut some real experts have pointed at professional services specifically and said, no, there's a really deep rooted problem here.
Speaker AThere really is our favorite author, the most insightful writer I think that there is about consulting businesses.
Speaker ADavid Meister wrote about the under delegation problem.
Speaker AHe called it the systemic under delegation problem.
Speaker ABasically saying, Mike, that it's the very first of those steps, just the step of deciding what to delegate and to whom.
Speaker AThat's the point where lots of consulting businesses come unstuck because senior people don't want to let go of work or they let it go down to.
Speaker ATo the more junior staff piecemeal and they're making a big mistake.
Speaker AThere are penalties here.
Speaker AThere's first of all an economic problem that results from not passing work down the hierarchy.
Speaker AWork is most profitable when it's done by the lowest hourly rate resource that can do a decent job at it.
Speaker AAnd partners and senior managers hanging on to work always mitigates against that.
Speaker AAnd it always gives you a penalty on your margin and on your budget.
Speaker AIt presents a cultural problem, like with expectations among the juniors that they're just going to be kept in the dark and fed with slide creation tasks at short notice.
Speaker AIt's also a growth problem because you can't grow the practice.
Speaker AYou can't stack projects up next to each other and operate them efficiently if you're bad at making the initial decision to delegate.
Speaker AAnd I think, as we said earlier on, Mike, when we get it especially wrong, it becomes a work quality problem.
Speaker AEven though partners and seniors tend to think that quality is helped by them keeping their hands on the work.
Speaker AAll of the evidence and all the thinking from David Meester says that's a mistake.
Speaker BIt's interesting, Ian, because I found that this was endemic in some places where I have worked.
Speaker BBut we figured out a real easy fix for this.
Speaker BYou just have to systematically have people not bill their time for all this ridiculous stuff that they're doing.
Speaker BAnd somehow all our financials looked great, but the burnout, wow, that was a different story here.
Speaker AThat's the special source.
Speaker AGet people to do work for free and not bill their time.
Speaker AThat's great.
Speaker BAll the way up and down.
Speaker BExactly, exactly.
Speaker ABless him.
Speaker AAs well as diagnosing the problem and really sticking his finger on it here.
Speaker ADavid Mist has given us three things in his book Managing the Professional Service Firm, which by the way, is a must read if you are or one day want to be a partner.
Speaker AManaging the professional service firm is like the basics for how a consulting practice works.
Speaker AAnd he's got a whole chapter about under delegation and he's got three things that he thinks that we should be doing.
Speaker AFirst of all, to go back to your point, Mike, about people doing Work apparently for free or with no internal cost.
Speaker AFirms that avoid under delegation tend to be the ones that track project level profitability and they take it seriously.
Speaker AThey accept that the information might sometimes be a bit imperfect, but they track profitability, they track execution of hours versus what was in the plan, and they hold partners and principals accountable.
Speaker AAt a simple level, senior people cannot overinvest their own time without the project economics taking a hit.
Speaker AAnd at the firm level, that also means that practices and teams get to look across the piece at which project and which kinds of behavior are having the biggest impact on the overall efficiency, the overall profitability, the overall learning and morale development of the staff as well, and also, by the way, client satisfaction.
Speaker AAnd once you're tracking project profitability and taking it seriously, you get the world's simplest fix for chronic systemic under delegation, which is jack up the fee rates of the senior managers and the partners so that their projects take an even bigger hit when they hang on to work, which is.
Speaker BLove it.
Speaker BLove it.
Speaker AYeah.
Speaker BOh, that's brilliant.
Speaker BIt's interesting, Ian, because there was an old maxim that says if you don't measure it, you can't manage it.
Speaker BAnd I think one of the things for delegation to work well is you've got to delegate to competent people.
Speaker BWhen Maester steps in and says, track and reward competition coaching activities, it says you've got to make sure that seniors know what coaching really is, train them how to do it well, and reward the ones who get good outcomes as measured by upward feedback from consultants.
Speaker BAnd this, I think, was huge for us.
Speaker BI remember this as it takes too long to train somebody to do this.
Speaker BAnd people say over and over again, I can't put my time in that.
Speaker BI can't build that.
Speaker BThat's not recognized.
Speaker BBut what's killing me is that there's never anybody really good enough for me to pass my work on to.
Speaker BWhat can you see the conundrum here?
Speaker BYou, you've met the enemy, it's yourself, it's ourselves.
Speaker BYou know, it's tracking and rewarding.
Speaker AVery good.
Speaker AAnd I think a culture of saying everybody is expected to be good at coaching and everybody gets feedback on the quality of their coaching.
Speaker AThat's a culture that can really grow.
Speaker AAnd I think it's surprisingly difficult to get to that consistently.
Speaker AAnd I think that the final thing that came out of David Meester's chapter that I keep coming back to is taking scheduling and staffing seriously, looking ahead and saying, okay, we have this new signed piece of work.
Speaker AWho's going to staff it, or if I'm the manager or I'm the partner, how am I going to allocate my time?
Speaker AAnd which bits of this am I going to share with juniors or even subcontractors?
Speaker ABecause it's funny, Meister doesn't often describe consultants as being very managerial.
Speaker AHe says that we're actually quite mavericks and we tend to resist management.
Speaker ABut in successful consulting practices, one of the few things that is genuinely done in a managerial way and having managerial effect is this business of allocating work to people.
Speaker ASo good firms take away from partners the ability to staff people on their own projects, and they have either a process or a person who is the resource manager or the resource management process that has the authority to outrank any individual partner or director and say, no, you've sold this work, Congratulations, here's the staff that we have for you.
Speaker AGood firms can stick to that.
Speaker AUnsuccessful firms are the ones where partners can always scramble to either get their favorites in or scramble to hold onto the work for themselves and just sit in the corner and basically eating whatever they've killed that particular day.
Speaker BAnd it's funny, I've seen this in so many of our client organizations, I've seen it in so many places where I have consulted or coached to all of this advice from Maestro plays itself out.
Speaker BI remember one firm where exactly as you were just talking about, everybody got their own people and they started to change this, but they weren't changing the coaching, they weren't changing the feedback.
Speaker BAnd what you had was every time somebody got staffed on a new project, everybody, all the project managers did it their own way, all the partners did it their own way, and you spent all your time learning and relearning how this person wants it.
Speaker BSo it was, and it was an easy knock on delegation.
Speaker BNo, it doesn't work, doesn't happen.
Speaker BAnd really it's systemic, as Mester said, bringing all these things together.
Speaker AYeah, it can be a strategic problem in the long term if the nature of the work that you're doing shifts.
Speaker ASo if you go from doing strategy work to doing more implementation focused work, the structure of a team changes.
Speaker AAnd therefore, sometimes the structure of who you have in your resource pool doesn't match the structure of the work that you're selling.
Speaker ABut that's a strategic problem.
Speaker AThat's not a reason why delegation doesn't work.
Speaker AIt's not a reason why you've got the wrong resources.
Speaker AIt's the fact that you need to think again about how your resourcing pattern matches up to the work that you're selling.
Speaker AMike, since the essence of delegation ought to be easy and it's been known about and written about in business textbooks for decades and decades, how come do you think people end up in consulting, apparently smart people, and really having a hard time with doing this at all and certainly doing it well.
Speaker BSo I think a lot of times, Ian, it's a difference in mindset.
Speaker BMindset of how do I help versus how do I protect what's valuable about me.
Speaker BPeople can say, as I've said a moment ago, the problem is the people who get assigned to my projects who don't know what they're doing.
Speaker BWhy is that?
Speaker BWhose problem is it?
Speaker BWhere should a solution come from?
Speaker BIt's gotta come from me.
Speaker BBut some of those same people, instead of saying, how do I help, say how do I protect what's valuable about me?
Speaker BI'm the one who delivers, I'm the one who gets credit.
Speaker BI'm the one who really knows how to do this.
Speaker BI'm the one who has the relationship with the client.
Speaker BAnd I think some people, people even to the point of feeling there's a zero sum game for credit around here and that I've got to be the one with my fingerprints all over anything that's getting done and done well.
Speaker AAnd I think that's a difference in the mindset that you might get by mistake if you came into consulting as an analyst and have stayed in consulting all the time, protecting your personal brand and nurturing your own little bit of fame there.
Speaker AI think I've seen people come laterally into consulting who've worked in ordinary grown up organizations where we don't have fragile egos in quite the same way, actually find it easier to share credit around and therefore to share work around.
Speaker ABut I've seen people who've come all the way up through the analyst, consultant to director to partner, really messed up in many ways about who they are and what they're there for and have a really hard time, like you say, Mike, passing work on.
Speaker BIan, any advice that you'd have thinking about everything we've taken into account so far, what makes delegation effective, particularly in the context of consulting?
Speaker AFirst of all, I think you've got to have a reasonably dispassionate conversation about the job and how complex it is and really who is qualified to do it.
Speaker AWe have a very high tendency to inflate our estimation of just how complex the task is.
Speaker ASo really, does it uniquely require your skills?
Speaker AWhat are the consequences of some rework needing to be done.
Speaker AWhat are the consequences of a small scale mistake?
Speaker AWhat are the consequences of somebody doing it and taking 10 or 20% longer than you would take to do it?
Speaker AI think sometimes we overanalyze the consequences.
Speaker ASo we need to get real and calm down a little bit about just how critical and urgent some of these tasks are.
Speaker AWhat else do you think?
Speaker BI absolutely agree with that.
Speaker BAnd I think there's a little bit of a short term, long term, or even just a little bit longer term perspective.
Speaker BWhat's going to happen if I, if there is a small hit here or a small hit there, that's just going to keep compounding itself.
Speaker BProbably showing up in turnover over the long run because I'm not getting this person engaged and developed and this problem is going to keep on hounding me.
Speaker AHow about trying to close the gap?
Speaker ASo rather than thinking Joe or Josephine over here probably isn't up to it, so I'm going to do it myself, how about rethinking the task so that I can try to do this delegation in order that Joe and Josephine themselves increase their capability for the next time around?
Speaker ATaking that long term perspective rather than just short term.
Speaker BYeah, I love that, Ian and I love the idea of perhaps revisiting our decisions.
Speaker BAm I always delegating work in the same way?
Speaker BRegardless of this situation, regardless of complexity, regardless of the expertise level in this case with this task, with this person, you know, how is the best way to do this and having a feedback loop to find out what's happening?
Speaker BHow can I become a better delegator?
Speaker BHow can I work with this person, work with that person?
Speaker BThe woman that went on to become CEO, chairman of the board of IBM.
Speaker BI remember following years earlier into a team of different consultants, different consulting teams, inside one big corporate client of ours.
Speaker BAnd it was one of my first times really spending any time with her.
Speaker BAnd as we walked out, having visited team to team to then get to the complex sale we were trying to work on afterwards, she said, I guess I looked a little schizophrenic in there.
Speaker BAnd I said, multiple personalities, I would say schizophrenics.
Speaker BShe said, let me tell you a little bit about those different teams and about some of the leaders and team members and why I had a different approach.
Speaker BIt was a great insight for me in somebody who was a real ace at matching the kinds of things you're talking about right there.
Speaker AReally good.
Speaker ASo what do successful delegators do then?
Speaker AStep one is they're good at understanding context for themselves and they're good at adapting and shaping the work that they pass on and the way that they do the handover.
Speaker AI think great leaders who are good at delegation are also good at being respectful.
Speaker ALike, they don't take their status as senior, they don't take it for granted, they don't claim emergency every time they delegate a task to somebody else.
Speaker AThey are a bit more cautious about saying, this is super urgent or this is super risky.
Speaker AAnd I think as a result of that, when they're handing work over to junior or inexperienced people, they're smart about leaving a bit of a pad in there, leaving a buffer of time or scope or completeness so that there is going to be the chance to give some feedback and to do some coaching or to do some rework, because we all know in the long run, that's how people get better, that's how the whole firm advances.
Speaker BYeah, that's.
Speaker BI love that, Ian.
Speaker BAnd the idea that they always put the task in context, the bigger context.
Speaker BHere's the what, here's the why of this, and here's why this is important.
Speaker BSo here's how what you're being asked to do relates to the bigger project.
Speaker AAnd on a small scale, what we're doing when we delegate work is just the same as what clients are doing when they hand work over to us in a consulting project.
Speaker AAnd I, I think the final thing that really great delegators do with junior or inexperienced people is that they give not only a deadline, but some guidance about timing and completeness.
Speaker ASo they'll say something like, here, please do this for me.
Speaker ATake about X number of hours.
Speaker AIf you get to X number of hours and you haven't made much progress, come and see me because you'll be doing something that needs redirecting.
Speaker ASo giving those very crude kind of time and scope budgets is super helpful, especially for people who are on their first couple of tasks.
Speaker BBoy, I wish I'd had that with that strategy paper.
Speaker AYeah, yeah, exactly.
Speaker AWouldn't that have been helpful?
Speaker AMike, this almost sounds like scope and we've done one minute scope, so let's think about one minute delegation here.
Speaker AWhat things do we need if we're going to try and delegate a task in our one minute time frame here?
Speaker BWe just named one of them, Ian.
Speaker BA clear objective statement.
Speaker BWhat needs to be accomplished and why?
Speaker AYep.
Speaker AThen we need a specific, deliverable, very short, concise description of what the output's.
Speaker BGoing to be, a timeline and deadline when it's needed, and any interim checkpoints along the way.
Speaker ASo there's lots of ask and requirement.
Speaker AWe need to put something in.
Speaker AThat's an offer as well.
Speaker AWe need to give resources.
Speaker AWhat are the tools, templates.
Speaker AThe people and advisors are information sources that the delegate team might need to do this job well.
Speaker BAnd the delegate also needs to know about authority parameters, you know, what are their decision making boundaries, what do they need to seek approval on so they know when they can carry on and when they need to check back.
Speaker BRight.
Speaker ASo we're up to five boxes.
Speaker AWe've got a couple more to go.
Speaker AThinking about what the end could look like.
Speaker AWe need to give people some success criteria.
Speaker AThis is how I'm going to evaluate the quality of the work that you're doing for me.
Speaker BNice, nice.
Speaker BThe end in mind and a support mechanism.
Speaker BHow and when to seek help if needed.
Speaker AAnd then finally a confirmation check.
Speaker AThis has been a one minute delegation conversation.
Speaker AThe last thing I'm going to do is double check to say how clear is this for you?
Speaker AAre you ready to get started?
Speaker AMike?
Speaker AEight boxes sounds like a lot here for one minute.
Speaker ADo you think we can get this in under a minute?
Speaker BI'll tell you if the last two times we've done this are any indication, Ian, I'm going to feel better if I turn it over to you.
Speaker BLet's say you've got a consulting manager to delegating a competitive analysis to a junior consultant.
Speaker BWhat might that sound like given our eight box model here?
Speaker AExcellent.
Speaker AHere we go.
Speaker ALet's start the clock.
Speaker ASarah, I need you to prepare a competitive analysis for the FinTech client by Friday 3pm that's the timeline.
Speaker AThe deliverable should be a three slide summary comparing our client's offerings to their top three competitors on pricing features and marketing positioning.
Speaker AThat's the delivery.
Speaker AThis is going to help the client understand their competitive advantage.
Speaker AFor the upcoming strategy meeting there's a little objective for you.
Speaker AYou can use the competitor analysis template in our project folder and access the market research reports we purchased last week.
Speaker AJason from the financial services team can answer technical questions about products.
Speaker AThat's the resources box.
Speaker AYou have flexibility in how you gather and analyze the data.
Speaker ABut please check with me if you need to contact the client direct.
Speaker AThere's our authority box.
Speaker AThe analysis should highlight clear differentiators and be backed by specific data points.
Speaker AThat's how we're going to measure success criteria.
Speaker AFinally, I'm available for a 50 minute check in tomorrow afternoon if you feel you need guidance or sooner via Slack for urgent questions.
Speaker AThere's our support.
Speaker AFinal confirmation.
Speaker ADoes this make sense.
Speaker AWhat challenges can you foresee in completing this by Friday?
Speaker BBoom boom.
Speaker AMike.
Speaker AClose enough.
Speaker AI think close enough to a minute.
Speaker AI love the one minute delegation.
Speaker AThere's a little bit of everything there.
Speaker ASomething for the delegator and something for the delegatee.
Speaker BAbsolutely.
Speaker BAnd as we said, is that a script?
Speaker BNo, it is a formula that you would tailor, of course, to the delegation you're making as well as to the person you're talking with.
Speaker BTo delegate.
Speaker AExactly.
Speaker AAnd you don't have to speak as fast as I do.
Speaker BI thought you did it much better that way.
Speaker BI think I tend to.
Speaker BShh.
Speaker BI'm going against the clock and I'd hate to be on the other end of that.
Speaker BBut as a guy who listens to audiobooks at 3x speed, I think I'm just drifting into that territory too often.
Speaker AWe need to take a leaf out of somebody's book there.
Speaker ASo I think we've done a nice job so far covering delegation.
Speaker AWhat are the pitfalls?
Speaker AWhy is it important in consulting?
Speaker AWhat does it take for us to be successful and how do we do the one minute version of it?
Speaker AAnd in all of the thinking and the reading that we've done around this delegation topic, we've come up against a related topic which is not only how do you delegate, but also how do you take care of something that as a senior, seems like it's about to be added to your agenda.
Speaker AThis is the old story of the monkey on your back.
Speaker AAnd we're going to take a closer look at it right now.
Speaker AMike, I've heard about this having a monkey on my back thing a few times at different stages in my career.
Speaker AWhere does it come from originally?
Speaker BThis was originally an HBR article published in the November, December 1974 edition.
Speaker BYeah, 1974.
Speaker AVery good year.
Speaker BYeah, exactly.
Speaker BSo all our listeners can say that.
Speaker BAnd it was so good that it was reprinted in November, December 1999.
Speaker BAnd it was reprinted because it was tied as one of the two best selling reprints ever.
Speaker BSo this was.
Speaker BWe're going back a long way here, but this was the classic about delegation and about managers handling tasks that have become a burden and how they bring it upon themselves.
Speaker AGood.
Speaker AHe has this idea of taking a task from somebody else or an obligation from somebody else means that the monkey is then on your back.
Speaker ANow, if I remember right, this of course is not a consulting specific thing.
Speaker AThis is a general management skill.
Speaker ABut think about these three different kinds of manager time and think about them in the world of a consultant.
Speaker AOncken And Wass said that there were three kinds of time.
Speaker AThere was boss imposed time, there was system imposed and self imposed time, meaning work that was imposed on us either because we chose to discretionarily or because subordinates had come along and imposed stuff on us.
Speaker AAnd this is sounding a lot like some of the different pulls and tensions on the time of a typical mid level consultant or a consulting project manager.
Speaker AHaving too much discretion, too much leeway means that you get subject to imposed time because people come along and you feel obliged to pick up their monkeys, to pick up their burdens.
Speaker AAnd Stephen Covey did this response, Mike, and he was thinking some more about how we might think about a monkey and how we deal with it and what it means in terms of culture.
Speaker BYeah, back at the time 74, originally when uncle wrote this, it was pretty predominant command and control cultures.
Speaker BSo this idea of a subordinate imposing on me.
Speaker BAnd Covey said, in today's empowerment culture, this is Covey, Forward forward to 1999, an empowerment culture.
Speaker BIt's not just command and control culture.
Speaker BEven in empowered organizations trying to be empowered, there's a little of that personal command and control we put into there.
Speaker BSo all these monkeys have jumped successfully from subordinates, if you will, other people's backs onto mine in the stories that they tell there.
Speaker BIt's not always managers having, if you will, being attacked by monkeys.
Speaker BIt's managers inviting monkeys on their backs for various reasons.
Speaker ARight.
Speaker ACovey says that actually managers and leaders, and by extension consultants, have this tendency to want to grab onto or even hold onto other people's monkeys, other people's responsibilities, because of this anxiety about credit and because of this anxiety about control.
Speaker AThat means that they never have time to tackle the bigger monkeys, you might say the gorillas that they should be looking after, that they should be solving or discovering on behalf of their firm or their clients.
Speaker ASo we start out taking a little monkey off the back of somebody else because it makes us feel better.
Speaker AAnd we end up burdened with these really out of control monkeys, not getting time for our gorillas.
Speaker AMike, we might almost have stretched the monkey analogy beyond its ability to be stretched here, but let's try just a little bit more.
Speaker ABut in the one minute, manager meets the monkey, we got into some rules, right?
Speaker ARules for managing monkeys.
Speaker AHow do they go?
Speaker BThey said four rules.
Speaker BNumber one, describe the monkey.
Speaker BSo before ending a conversation about a problem or an opportun, identify the specific next move or task that need to be done.
Speaker BSo let's break this down a little bit.
Speaker AGiving the monkey A name and a structure.
Speaker AI like it.
Speaker AThat's a very consultant way of handling a monkey.
Speaker ARule number two, assign the monkey ensure that each task, or as you might say, each monkey is assigned to a specific person and that they accept responsibility for it.
Speaker ANot all the monkeys need to be on my back, Mike.
Speaker BExactly right.
Speaker BWe decide which insures ensue and now task number three is to insure, insure the monkey depend how the risk associated with the task will be managed either by the employee recommending and then acting or ideally by the employee acting and then advising.
Speaker BSo this is saying again, having a bit of a hands off here and trying to develop people.
Speaker BWe'd really like them to take the initiative and go out and act and then advise.
Speaker BBut some folks need to be brought along here so they might want to run their recommendations by you first.
Speaker BBut when they bring that up, don't grab the monkey, let them run that by.
Speaker AWe're getting very Zen and detached about our monkey cultivation habits here.
Speaker AWe're describing it, we're assigning it, we're taking care of the risk.
Speaker AFinally, we're going to check in, we're going to make sure that each other's monkeys are okay.
Speaker AWe're going to schedule regular catch ups to make sure that whatever monkey task we've passed around is progressing and that we're able to provide feedback and coaching.
Speaker ASo the idea of the monkey for the one minute manager is actually taking us back to another great picture of what good delegation looks like.
Speaker BWell, Ian, we've got a really good look now at delegation, where delegation goes wrong, where it could go right here, even digging back to monkeys and monkeys through the decades here, that leaves us with some assumptions perhaps.
Speaker AYeah, I think this whole conversation is super useful but it does mean that we're making an assumption that delegation is about status, that delegation is only or entirely when somebody who's senior delegates to somebody who's junior superior delegates to subordinate.
Speaker AAnd what we've said already about empowerment and about monkey, what's the word?
Speaker AMonkey farming, that tells us that thinking of this as a one way transfer of authority is a bit of a one dimensional way of thinking about it.
Speaker AWork is not a rare privilege to be clung onto.
Speaker ANor is it, as we've talked about with the monkey idea, a burden to be got rid of as quickly as possible.
Speaker AMike, we've talked a lot in a way that assumes that we're delegating, as you might say, downwards.
Speaker AI think we might need to spend some time thinking about how you delegate upwards.
Speaker BYeah, I think that's exactly right.
Speaker BIan.
Speaker BHow do we delegate upwards?
Speaker BThat's an easy and smooth process.
Speaker BNow, for many people it's not.
Speaker BAnd that's exactly what we're going to talk about on our next episode.
Speaker ASo next time out, we'll be talking about delegating upwards, delegating to superiors and subject matter experts.
Speaker AWe hope that you've enjoyed the conversation about delegations this week.
Speaker AWe hope that you're going to go out and delegate something and absolutely smash it out of the park.
Speaker AThank you for listening.
Speaker AWe're looking forward to your company once again in a couple of weeks on the Consulting for Humans Podcast.
Speaker BThe Consulting for Humans podcast is brought to you by P31 Consulting.