Tag Archives: Timeframe

How Do You Delegate on a Team Basis? Four Options

Situation: A CEO wants to develop a collection of skills within her team as an alternative to just having individuals with skills. For example, her role means that she must travel frequently, often for over a week at a time. How can she develop a system to temporarily reallocate the time of the team to cover her responsibilities while she’s away. How do you delegate on a team basis?

Advice from the CEOs:

  • If the team functions on a high level, this is not really a problem. They will step up.
    • Plan for the time frame during which the CEO will be away.
    • List all responsibilities to be covered and set priorities for response. Focus on the highest priorities first. Delegate them or use them as cross-training opportunities for team members.
    • Meet with team ahead of time. Go over what has to be covered. Ask who can cover this, and delegate first, second and third responders – not just a single individual. This is important so that they know that they are backed up as well. Ask: What concerns or questions do you have? Have the team develop solutions.
    • Where processes are involved, break down the process. Create a decision tree and work with the team on how to make decisions with resources available.
    • Set priorities for the time away before leaving. Ask the team how they would handle situations and coach them if they are not sure. Identify resources for them to use if needed.
  • Use the model that a special forces team uses to train and prepare for missions:
    • Know each other’s strengths and weaknesses.
    • Know how to back each other up.
    • Set up situations that are likely to arise and rehearse.
  • Another good model is engineering decision trees.
    • Create decision trees for how frequently occurring situations are handled to help team members determine the proper course of action and how to utilize which resources to respond to these situations.
  • Note the difference between reactive and proactive responsibilities.
    • Train the team to respond to reactive situations.
    • Schedule proactive responsibilities around planned time away to facilitate involvement in these as necessary.
    • Flexibility is critical.

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How Do You Shift from an Operational to a Strategic Focus? Three Points

Situation: A CEO is concerned that her company is too focused on day-to-day operations with much less focus on strategic objectives and initiatives. She estimates that the company is 75% day to day vs. 25% strategic. What is the best way to shift the focus, and over what timeframe? How do you shift from an operational to a strategic focus?

Advice from the CEOs:

  • Look at the current mix between day-to-day and strategic activity, set a timeframe for the shift and set interim objectives.
    • For example, if the current mix is perceived as 75% DTD / 25% Strategic, set monthly objectives to move first to 50% / 50% and eventually 25 DTD / 75% Strategic.
  • While the objective is to move the CEO’s and company’s activity more in the strategic direction, it is necessary to assure that the day-to-day bases are being covered.
    • Select a key member of the team to take on this responsibility and train that individual to assure that the day-to-day operations are covered as the company makes this transition. This will be a bonus for the individual selected and will help to deepen the organizations talent pool.
  • During weekly meetings push the discussion more toward the strategic direction.
    • How can the metrics and operational reports be automated and readily available to team members so that less time is spent on this during weekly meetings? Consider an executive dashboard – developed by the CEO and key staff but maintained and updated by staff.
    • This will help to build confidence that the team is able to monitor the business and should reduce the time spent understanding operations. This will allow the team to focus more on strategic vision and plans.
    • This is also important to the company’s ability to monitor operations in its remote locations as these are set up.

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