Managing Tight & Loose A Leadership Brief Prerequisite: Complete “Situational Leadership” First Review: Situational Leadership Review: Situational Leadership Review: Situational Leadership Review: Situational Leadership Managing Tight & Loose Who To Manage Loose, Who To Manage Tight? Manage Loose • Quadrant I: Manage Loose • Quadrant IV: Manage Loose Loose Manage Tight • Quadrant II: Manage Tight • Quadrant III: Manage Tight Tight KEY POINT: a Always “Manage Tight” when “Low Skill” on their TASK or POSITION Tight Managing Tight & Loose How To Manage Tight & Loose Managing Tight & Loose Fundamental Managing Tight Managing Loose Expectations Set Crystal Clear Expectations Set Crystal Clear Expectations Constraints Inspect What You Expect What If They Are Off-Track? Tight & Loose: Set Crystal Clear Expectations 1. 2. 3. 4. 5. Ensure details are captured in writing when delegating. Confirm with the Delegatee what a successful outcome looks like in terms of: I. II. III. IV. Financial Timing Qualitative Other quantitative or qualitative measures Confirm with the Delegatee any restrictions, boundaries or must haves. i.e. Don’t spend more than $X on this, don’t spend more than Y hours on this, make sure the outcome has X, use this specific process / company / department to get it done, must run this by (or involve) our legal (or other) team for approval, etc. Confirm with Delegatee what level of authority they possess to get the task accomplished – full, partial, none? Confirm with the Delegatee what level of visibility/cadence of approval and reporting you would like to have (on one or all areas that are delegated to them). Review and make sure all the important details have been captured in writing. Managing Tight & Loose Fundamental Managing Tight Managing Loose Expectations Set Crystal Clear Expectations Set Crystal Clear Expectations Constraints Set & Manage Tight Boundaries on Time, Cost, Resources, Process, Quality, Etc. Give them the “How”. Set & Manage Broad Boundaries on Time, Cost, Resources, Process, Quality, Etc. They decide “How”. Inspect What You Expect What If They Are Off-Track? Managing Tight THEIR GOAL THEIR CURRENT STATUS TOWARDS THE GOAL Managing Loose THEIR GOAL THEIR CURRENT STATUS TOWARDS THE GOAL Managing Tight & Loose Fundamental Managing Tight Managing Loose Expectations Set Crystal Clear Expectations Set Crystal Clear Expectations Constraints Set & Manage Tight Boundaries on Time, Cost, Resources, Process, Quality, Etc. Give them the “How”. Set & Manage Broad Boundaries on Time, Cost, Resources, Process, Quality, Etc. They decide “How”. Inspect What You Expect Frequently Inspect What You Expect. Assume They “Don’t Have It”. Periodically Inspect What You Expect. Assume They “Have It”. What If They Are Off-Track? Managing Tight THEIR GOAL Inspect Inspect Inspect Inspect Inspect THEIR CURRENT STATUS TOWARDS THE GOAL Managing Loose THEIR GOAL Inspect Inspect THEIR CURRENT STATUS TOWARDS THE GOAL Managing Tight & Loose Fundamental Managing Tight Managing Loose Expectations Set Crystal Clear Expectations Set Crystal Clear Expectations Constraints Set & Manage Tight Boundaries on Time, Cost, Resources, Process, Quality, Etc. Give them the “How”. Set & Manage Broad Boundaries on Time, Cost, Resources, Process, Quality, Etc. They decide “How”. Inspect What You Expect Frequently Inspect What You Expect. Assume They “Don’t Have It”. Periodically Inspect What You Expect. Assume They “Have It”. What If They Are Off-Track? Assume You Need To Personally Help Them Develop A Plan To Get Back “OnTrack” Ask Them If They Have A Plan To Get Back “On-Track”. If Not, Ask What Can You Do To Help? Managing Tight THEIR GOAL THEIR CURRENT STATUS TOWARDS THE GOAL Managing Loose THEIR GOAL THEIR CURRENT STATUS TOWARDS THE GOAL Managing Tight & Loose Summary Manage Loose • Quadrant I: Manage Loose • Quadrant IV: Manage Loose Loose Manage Tight • Quadrant II: Manage Tight • Quadrant III: Manage Tight Tight KEY POINT: a Always “Manage Tight” when “Low Skill” on their TASK or POSITION Tight Managing Tight & Loose Fundamental Managing Tight Managing Loose Expectations Set Crystal Clear Expectations Set Crystal Clear Expectations Constraints Set & Manage Tight Boundaries on Time, Cost, Resources, Process, Quality, Etc. Give them the “How”. Set & Manage Broad Boundaries on Time, Cost, Resources, Process, Quality, Etc. They decide “How”. Inspect What You Expect Frequently Inspect What You Expect. Assume They “Don’t Have It”. Periodically Inspect What You Expect. Assume They “Have It”. What If They Are Off-Track? Assume You Need To Personally Help Them Develop A Plan To Get Back “OnTrack” Ask Them If They Have A Plan To Get Back “On-Track”. If Not, Ask What Can You Do To Help? Managing Tight & Loose Thank you!
