The Delegation Deception (Part IV)

The Full “Visionary Pyramid” Framework

Previously on … The Delegation Deception

At the start of 2016, Nathan Barry’s company ConvertKit was bringing in $98,000 in monthly recurring revenue.

There were six full-time team members, and they had less than one month’s worth of expenses in the bank.

Nathan spent most of his time working on growth, meeting with the team, designing new features, troubleshooting bugs, and just about everything else.

It was unsustainable, in more ways than one.

Fast-forward to the end of the year, when they ended up with $518,000 in MRR, over $1 million in profit, and twenty-four full time members.

Talk about riding the rocket ship.

More importantly, though, this was the year—as Nathan put it—that he became the CEO.

Here’s how he described it in his 2016 year in review:

Early in the year I became a bottleneck in so many decisions and processes that my leadership team finally called me out on it.

As the only designer in the company I was spending too much of my time on design and not on company-wide issues. Or when I’d get focused somewhere else I’d hold up the engineering team since they needed designs I couldn’t provide. So the directors team challenged me to not design anything for the entire month of June.

First, I panicked a bit. But someone had to design! We couldn’t live without a designer.

“Okay, then I’ll just hire a designer!”

Easy. Done. If I wasn’t able to design I had to get someone on the team who could still execute on my product vision. Obviously this is what my leadership team wanted. More time spent setting strategy and getting the right people in place and less time doing the hands-on work.

There's a few things going on here.

First, notice how Nathan says that he was the bottleneck on decisions and processes. Yes, the design tasks were a problem—but it wasn’t just the tasks he needed to get off his plate.

Second, notice that it was never going to be enough to get someone to “help” him with the design tasks; that would have still kept him in the weeds.

What Nathan needed was someone who could take over responsibility for the design work in its entirety, including all the decisions about how to execute on the vision. 

Now, in this case, Nathan didn’t have the designer he needed on staff. So, he had to go out and find one.

But the good news is that you probably have many people on your team right now who are perfectly capable of making how decisions without you.

In fact, I’d go so far as to guess that you already let people decide how to do some or all of the following:

But there’s a world of difference between letting them decide some of the details, and letting them decide all of them.

For example, if you…

  • Specify the naming conventions for the ad campaigns
  • Review & approve the landing pages and email copy before they’re published
  • Provide scripts for the sales calls to follow
  • Have pre-defined templates for customer support emails and proposals, or
  • Specify exactly how the automations should function…

You aren’t actually letting them make all of the relevant how decisions.

This means you’re treating them like Helpers, rather than Implementers.

Implementers use their heads and their hands. Helpers just use their hands.

Remember, the goal is that we only need to tell our Implementers “What” success looks like …

And then they figure out the best way “How” to make it happen.

Once you’ve done that, you’ll be well on your way to having a team that can run itself. 

But this is just the beginning.

In fact, as your business grows, it’s entirely possible for certain members of your team to start making the “what” decisions, too:

  • What projects should we tackle?
  • What KPIs should we track?
  • What resources do we need, to give us the best chance of success?
  • What are the success metrics for our team?

Of course, what we don’t want is for a whole bunch of people running around, starting new projects willy-nilly.

That’s where the other two types of decisions come into play:

1. “When” decisions

“When” decisions are about choosing the strategic priorities that affect the business as a whole. For example…

  • When is it time to reinvest our cash, versus building up a buffer?
  • Should we prioritize growing top-line revenue or maximizing profit?
  • Is now the right time to launch a new product?
  • When should we hire someone to lead our sales & marketing team?

As long as someone is responsible for ensuring that the right priorities are chosen & followed, you won’t have to worry about your team’s what decisions going off the rails.

And how do you know that the right priorities will be chosen?

Well, you make sure that they are informed by the …

2. “Why” and “Where” decisions

These are your big-picture vision decisions. They determine your values, your culture, and the dent you’ll make in the universe:

  • Where can we make the greatest impact?
  • Where is the industry headed next?
  • Where do we want to be in 10 years?
  • Why does this business exist?
  • Why should someone want to work with or for us?

Thus, I present...
The four types of decisions

1

How things are done
(tactics)

2

What gets done
(goals, projects, KPIs)

3

When things are done
(strategic priorities)

4

Why we do them, and where we’re going
(vision)

Each of these four types of decision is equally important.

They may happen at different frequencies (how decisions happen daily, whereas changing the strategy and vision are much longer-term!) …

But at the end of the day, you need them all:

If any one of the four types of decisions is missing, or even left to chance, the whole thing falls apart. And every time that happens, you have to jump in to pick up the pieces.

This is why it’s so critical that your team be designed in such a way as to take these decisions off your plate.

Because if they’re not, then you can never be free.

As Julie Parker told me (after she realigned her team with these decisions in mind):

"The biggest shift required was … to restructure things in such a way whereby the need for me to have to make decisions was lessened greatly."

"This is about looking at how you can hire and set people up at high enough and strategic enough levels that your input becomes less and less required - or only in those areas you really want it to exist.”

Julie Parker

Beautiful You Coaching Academy

Speaking of which, I think it’s time we finally pull back the curtain on the framework that pulls this all together.

So without further ado…

Introducing

The Visionary Pyramid

It's based on matching role types to decision types:

Helpers don’t really make many decisions. They follow existing processes and do things the way they’re told.

Implementers  decide how the day-to-day execution happens. They choose tactics, create and follow processes, etc.

Managers decide what the goals, plans, and outcomes should be – and then mentor & coach the Implementers.

Leaders set company-wide priorities, focusing on when to make change strategic direction.

And the Visionary?

As the Visionary, you steer the ship.

You try new things.

You play with new ideas.

You steward the vision.

You get to #BeTheVisionaryCEO

And so, if you want the secret to structuring your team so they will finally, truly free you up, here it is…

 

Instead of delegating to your team...

Structure their roles based on the Visionary Pyramid

When you get this right ...

You won’t need a massive team, bloated by overpaid middle managers, or slowed down by unwieldy hierarchy.

You won’t waste hours chasing a dozen people around, writing and rewriting endless SOPs, or micromanaging everyone’s daily to-do lists.

You won’t have to wonder what’s taking so long, if you’re paying too much for what you’re getting, or if it would just be better to do it yourself.

Instead, your team will be empowered to take charge, make decisions, and move the business forward…

And you’ll no longer be caught in delegation hell, with every decision piling up around you and the entire business resting on your shoulders.

The only question that remains is … how do you do it?

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Okay, maybe that’s not the only question left.

After all, you’ve heard some pretty big promises before.

You’ve been burned by people selling snake oil, and making such outsized claims that, when you stop to think about them, can only be considered nonsense.

(Like … I dunno … that you can ‘join the new rich by working four hours a week’?)

And so, it’s totally natural that you’d be wondering, “can this even work?”

Or maybe even “can it work for me?”

If that’s on your mind, then here’s the truth:

I can't make you any promises.

After all, I don’t know who you are and what’s going on inside your business.

And it’s not like I can jump through this computer screen and ask you a bunch of questions to find out.

So, who knows.

Maybe the old way of delegating out task after task is working just fine for you. If that’s the case, you don’t need to replace it.

Or maybe a strong command-and-control, top-down style of leadership fits with your values. If that’s the case, then letting your team make more decisions isn’t going to work.

Or maybe you don’t need a team at all, and would be better off building a Company of One, ala Paul Jarvis.

I don’t know.

But what I do know is that if you want to move beyond delegation…

And you know you’ve got great people on your team…

And you’d love for them to take at least some of the decisions off your plate…

… then you’ll probably want to at least consider (re)structuring your team according to the Visionary Pyramid.

So here's what I'd like to propose.

Let me take you behind the scenes, and show you how that process actually works in practice.

See, my team and I have used this process to free up business owners:

  • In many different industries (education, legal, accounting, photography, media…)
  • With many different business models (services, courses, group coaching, memberships, subscription boxes…)
  • And with tiny teams ranging from 2-20+ people (contractors, employees, full-time, part-time…)

And so, if you’re game, on the next page I’ll walk you through the process that we use for designing decision-making dream teams.

(Yes, I’m giving it all away. No, you don’t have to opt-in, sign up for a webinar, or do any other song and dance.)

I’ll show you how the whole thing played out for a handful of different businesses

And then you can decide where to go from there.

Deal?

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Breanne Dyck

Breanne Dyck co-founded the Visionary CEO Academy to help progressive business owners structure their teams and businesses for sustainable scale to $1M, $5M, $10M and beyond.