Career Growth & Leadership

Embracing a Leadership Mindset: What You Delegate and What You Don't

This piece hands you the read for telling the difference between what to delegate and what to keep, and exactly when to make the handoff.

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Life Skills

The deck comes back from your direct report right on time, built nothing like you would'd envisioned. Does the finished version need to match the one in your head before it's allowed out the door?

That question keeps showing up as you shift from producing the work to managing the people who now own it.

60% of managers receive no formal training in their first leadership role, according to the University of Pennsylvania’s Executive Education school. Fortunately, you got to this level because your gut instincts and command of the work are sharper than ever. Now part of the job is learning how and when to let others prove themselves. 

Delegation Skills to Complement Your Promotion

Delegating well is a learnable skill. It has nothing to do with how many affirmations you've said in the mirror this quarter, and everything to do with practice. Sharpen it the way you did everything else that got you this promotion.

A version of delegation shows up in poker during tournament games in the form of staking. A backer’s job ends when they’ve covered a player’s entry fee. Once that person sits down, the backer's opinion has no influence at the table. Every fold, every bluff is the player's game now.

What the backer does get to decide is whether the tournament was worth the buy-in in the first place, and if they’ll finance the player again next time. Call it the Backer's Read.

When you delegate, you’re running a similar play. Handing off a task means someone else is the one sitting at the table now, making the in-the-moment calls: how to word it, how to run it. Your focus is why a task got assigned in the first place, what it needs to accomplish, and who gets the final approval. 

Deciding What You Delegate and What You Keep

Imagine you’ve spent five years running client onboarding calls yourself until you could do it half-asleep. Then you got promoted to lead the team that runs those calls, and the first time you listened to a recording of someone else's version (close but not yours) you paused right as your fingers were on the keyboard to send feedback.

Here’s what you can weigh in the moment: 

  1. What moves with the task — catching the urge to fix: Say your direct report writes the follow-up email in a punchier tone than you would've used. Stepping in to fix it later deals you back into a hand you already outgrew. When the work comes back different than you would've done it, try four words instead of a redline: "This works. Ship it."

Gut check: if this decision doesn't change what gets delivered, only how it gets delivered, delegate and move on. 

  1. What stays with you: Think: The reason this got greenlit in the first place, and the result it needs to produce, for as long as you're accountable for its progress. You also get to decide at what point it comes back across your desk before it goes any further.

Gut check: if it's about what this costs the business or when you need to give your signoff, that’s the call. 

  1. When to tag someone else in: The moment something new lands on your plate, like  a request from your boss, or a client fire you could put out yourself in twenty minutes, ask yourself: “does this need me specifically, or does it just need to get done?” If it's the second one, forward it instead of finishing it yourself.

Gut check: if you're already three steps into doing it yourself before you've even considered who else could, now’s a great time to pivot. 

What You Get Back Once the Line Is Clear

Proper delegation means your job gets smaller, in exactly the way you want it to. You stop using your resources to review work you already handed off, and make room for the decisions they promoted you to make. 

Your calendar will thank you in advance.

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