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Sarah
Welcome to Career Tools. This is Sarah and I'm Mark. Today's podcast delegating to the floor for directs Part two of two.
Mark
As always, our content has been crafted by humans and is now certified by Proudly Humans. The questions this cast answers are, how do I find more time to do valuable work? What task should I stop doing at work? And the answer is, not everything, folks. And how do I get my boss to agree to me Dropping some tasks to focus. Focus on the right ones if you
Sarah
want answers to these questions and more, keep listening.
Announcer
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Mark
okay, so now we've got a list, a reasonably accurate list. Don't do this in one day, folks. Take two weeks, okay? Get a good, healthy sample. Figure out the volume. You know, something comes up over and over and over again because it takes you three or four hours a week. So if you're doing a random sample, that one will show up more and group them by volume, but also hopefully by the quality or value that they have. And you start by assuming this is important. You're going to delegate everything to the floor, okay? You're not going to keep everything and then pick and choose. You're going to push everything out. The example we use for this is if you've ever seen their sad, really sad TV shows about people who have a mental challenge with hoarding. They hoard things in their house. And so they've got newspapers from 20 years ago, magazines from 50 years ago, and crockery and all kinds of stuff all over the house. Every house is. Every room is almost full of stuff. And in the beginning when therapists would go and visit and try to talk to them, they'd say, hey, what do you think about getting rid of this one thing? The idea we could, one at a time, we could show the limited value and the person would be like, no, that's there for this reason and I really need it, and so on. And then finally the therapist figured out, the only way you can deal with this is to take everything out. Take it all out. By the way, there's two teams that do this. One, they take everything out and there's another team cleaning the house. Because, of course, if you have a Lot of stuff you can't clean between it around it and it becomes almost unlivable. In some cases it actually becomes unlivable like some of you probably feel about the amount of volume of work you have in your job and you take everything out of the house and then you negotiate for what gets to go back in. That's the analogy. Wipe the slate completely clean and assume you're going to do nothing next.
Sarah
Then folks, we add back what is mandatory. So from our example list of above mandatory items would be your manager's team meeting and your one on one with your manager. Yeah, you can't not go to those. Those are your manage managers meetings. So those we would consider mandatory.
Mark
Yeah. That said, now remember, projects exist underneath the PMO and they all have their own project managers. Are you really required at the Project X Weekly meeting? Okay, could you send a report that was prepared for you by the Project X project manager rather than you going and overseeing XYZ abc? Right. Do you need to send those notes to your manager? No offense, but if you send them to me, I'd be like, okay, great. I guess it proves he did it. If I want information from him or her, I'm going to get it anytime I want.
Sarah
I'm not going to go ask and go read that email. I'm going to ask them anyway.
Mark
Right. And you might say, well if you'd have read my email and I'd be like, yeah, okay, thanks for that input and you've never done my job, so I'll just tell you it's much easier for me to ask what I want
Sarah
when I want instead of reading all your emails.
Mark
Hate me if you want, but yeah, do you need to send the notes to your manager? Are they posted somewhere? Right. Why not post them? And in the world of AI guys, why not have AI keep track of everything and let you know and have the distro automatically include your boss or actually ask your boss and she'll tell you, no, I don't want that thing. I know where to go if I need to find Project X or whatever. Should they be posted so that everybody who needs access can have it? Or maybe really the only people that need access to it are the people in the meeting and the other people who want information can ask the people in the meeting and so they have an internal place where they know where it is and you can go find it if you really need it.
Sarah
Yeah. So folks, go through all those questions then for the Project X Weekly meeting and follow the same rubric, ask the same Questions for Project Manager or for Project 1? Project kickoff meeting. Exactly. Now, folks, it may well be that you have to be there, but unless you consciously ask the question, you're just going to assume that you have to be there and you're going to continue to have no time. And that's how. That's. I mean, that's the biggest the, the biggest risk. The, the. The reason we fall into this trap is because we accept the meeting invite and we don't ask, is this really a place I need to be? I mean, do you need to order refreshments? Another thing from the list. Could everybody just bring their own refreshments? Could you make a standing order so that you only have to put that order in once and it just keeps coming back over?
Mark
And by the way, if somebody complains about that standing order, say, okay, it's your responsibility now. Do whatever you want to do. Otherwise, this is what I'm doing. And you can hate me for the fact that my refreshments aren't that great, but I got better fish, bigger fish to fry them.
Announcer
Exactly.
Sarah
Than your favorite.
Mark
No pun intended. Hey, can I tell a funny story?
Sarah
Yeah.
Mark
When I was at Procter and Gamble as a former military guy, we used Project X, Project Y, Project Z and so on. But there was a team that was related to mine that had a project, Project Y. And it was one of those bad projects that nothing was getting done and there wasn't any executive support. But people still feel like they needed to go to these meetings and pretend, when in fact it was just getting redder and redder and redder. You might as well just chop the head off and be done with it. Right? And it got to be a joke. It was Project Y, question mark. Like, why? Yes. And it got to be like a sort of a sick, dark joke, you know, like, I'm on Project Y, Project Y. I walked into the meeting not knowing this history, and I said, hey, can you give me an update on Project Yankee? Because that's the military alpha code, alphabetical code Yankee. And they said, what are you talking about? I said, this one here, Project Yankee, it says right here on the agenda, Project Yankee. And they said, no, it says Project Y. And then it connected with me. The why the Project Y and the Project W H Y thing. I said, no, guys, my team, this sales team, absolutely needs this stuff, so we're going to start calling it Yankee. And they're like, okay, we're all right with that. I think they laugh at me behind my back. But we don't call Things Project Y for fear. It's bad and people will go, project Y. Y.
Sarah
Exactly. Exactly. Um, and folks, listen, when it comes to these project meetings, it may not be. We can get rid of the meeting altogether. We can make it easier. But how long is the meeting? I mean, does it need to be that long? How often is the meeting? What's the frequency? Can it be done less frequently? Um, just like reexamining the. The agenda for some time savings.
Mark
Yeah. And does it need to be that long? I promise you, if that meeting's an hour long, you can get it done in 45 minutes. Now, you have to facilitate the meeting or somebody. You have to teach somebody how to facilitate the meeting and they actually have to push. Okay, enough, right? And you need. People need to learn how to run a meeting. But it works. You can get it done in 45 minutes. Particularly in the world of zoom and teams and slack and all that stuff. By the way, in this example, there's a lot of paperwork moving around in the example list. Are hard copies really required or is the email trail enough? Plenty cases you could create. You could say, if you send out an email about Project Yankee or Project X Ray or Project Zulu, then at the bottom, you should have your status pasted in. In fact, you can paste it in from the project status document that's online, which is updated in real time. Can you compile the project kickoff materials once and then make a template for next time, and then the project manager has to adjust the template to his or her project? Yeah, you could do that. Are you printing materials for people coming to a meeting that have their own access and print their own. Some people don't even like printed materials. They're using a remarkable. Or they're writing on their tablet, on their. On their iPad or on their Surface tablet or whatever. Do project materials need to be shelved? I mean, I don't know if you ever heard it, folks, if you're new in your career, there's a thing. There's a term called shelfware, which is often done by external agencies. Hey, we're going to prepare a big binder for you for stuff. People's bookshelves are filled with binders at the office that no one. You could. You could scrape three years worth of dust off of them. So do we really need to shelve it? And maybe even though there's technically some rules, that it has to be shelved, ask yourself, has anyone ever come down and inspected the shelves to see whether or not it's there? Now, some of you you high seas, you conscientious people, you accountants and software developers. Like, oh, my gosh, it says I have to do it, so I have to do it. But the question is, if you have 140 things to do and you only have 100 time, do it. You're going to have to make choices anywhere. So anyway, so therefore, we're suggesting you make some smarter choices.
Sarah
Yeah. You know, Mark, actually, that reminds me of an example from when I worked at university. Folks, if you're not familiar, but prior to my time here at Manager Tools, I worked at the University of Alberta. And you might think to yourself, well, certainly no one fills binders with things anymore. Certainly that's gone the way of the dodo. Unfortunately, no. While I was working there, one of my directs actually came to me. We were. I mean, we were a manager, tool shop. Allah. I ended up here and I T department, so very technically savvy people. I mean, it's not like we were Luddites. It's not like we were people that weren't familiar with computers. And one of my directs came to me with an item that he recommended we delegate to the floor. And I was like, but wait a minute, though. That's the only thing I know you do. He compiled every week. It was called the Labs and Classrooms Report. It was a red binder.
Mark
Sure.
Sarah
There's actually two. There was a red binder, and then there was this other. Not in a binder, but fastened with a binder clip report of everything going on in the labs and classrooms. And it wasn't until he brought it to my attention, and again, I was like, that's the only thing I really know you do. It seems important, right, that he brought it to me. And I realized it was just like 137 screenshots of Microsoft Outlook calendars bound together.
Mark
Oh, my.
Sarah
Yeah. And I was like, what are you doing? Why are you. And. And he's. Well, immediately. Of course, he would. As many directs would say, well, that's that. I was taught I had to do that. I mean, this was like a mandatory requirement that I was taught I needed to do. I'm like, okay, yeah, because I'm sure somebody in the 90s invented it before everybody had their own personal computer. And then the report outlived its usefulness. And no one went back and said, hey, this is no longer useful. The person doing it just thought it was mandatory.
Mark
And even if he didn't think it was mandatory, do we think people every time will raise their hand and go, what I do has no value. Let's stop doing it. And put themselves at risk. Nuh, no, no, they're not. And you can't blame them for not. Okay? You can't. Just like the old rule, you can't use people's honor against them. I mean, you just. Yeah, that would be wrong.
Sarah
Yeah, exactly.
Mark
Does project manager Yankee. Does the Yankee project manager really need a status report? Do you really have to do the overall status report? Who reads them? There's a great story in manager tools lore of Mike, when he left mci, went to Bell Atlantic, and there were some people, three or four people in his organization of several hundred people compiling green bar reports, which are the ones that have green and white stripes on them, fed through a belt feed printer. And he asked all the customers that were getting copies of this thing. There were a whole bunch of them in his office stacked up in the corner. He asked all of his customers, hey, do you read this? What way is it valuable to him? None of the people had looked at it at all. Months and months.
Sarah
They don't even know what's in it.
Mark
He's like, okay. And his people said, well, I'm not going to recommend you get rid of me. I'm not going to get rid of my job. And so you. You could say, okay, well, we'll. There's plenty of other stuff to do. Let's re. Let's work with your boss to repurpose you.
Sarah
Yeah, exactly.
Mark
What Mike found out was, does anybody notice if it's late or they don't go out? In fact, one of the ways you can tell whether or not something should be delegated is you intentionally miss. And if nobody calls you, that's a prime candidate for delegating to the floor. We're sorry.
Sarah
Yeah. And folks, if you're. If the missing. If the risk of missing is unpalatable for you, Bury an Easter egg. That's also a good one. I was once working with. Who was I with? Publicisapien. I was in London, and I remember the gentleman told me a story. There was a report. It had just. It had gotten so big over the course of time. It started as like a one page or it was like 28 pages at some point. And he was like, yeah. And he's. I don't think anybody's reading this. So he buried a little Easter egg, and it was like a joke. Like a joke. And it was in. I want to say it was in the human resource section of the report. And he said something about reinstituting the gallows as A measure to move toward accountability. And it was in the meeting, they were discussing the report in the meeting and one person said, I really like what you put about accountability in the HR section. Right. Because she clearly had read it and was. And noticed his Easter egg. But everyone else was like, very good and acting as if that was a good. I know, I know. So then it was, it was like, pretty clearly like, okay, well no one's reading it, so yeah, bury an Easter egg, write up your entire report and then just take out the second paragraph and send out the one without the second paragraph. And if somebody says, wait, I'm missing a paragraph. Oh shoot. I'm so sorry. I'm so sorry. Here you go. And now you have the actual report. Like these are some measures you can take that aren't just miss but give you that same data.
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Mark
okay, so that should give you some ideas of how to think, how to approach. Remember, what we're doing is we took everything out and now we're adding back things back in. But our bias is figuring out ways to keep them out to free up our time. Okay, now if you have 24 things to do and you get rid of 22 of them, I would be surprised.
Sarah
Me too.
Mark
Unless the two are so the two that are left are so huge that you could justify it. It could happen. I think that's unlikely. But a list of 20 and finding 10 that could be not done or delegated to the floor or treated differently or streamlined, that wouldn't surprise any of us here at Manager Tools at all. Next thing on the list, you got to review your list with your boss and this is where you get your defensible position, folks. Okay, we're not going to skip this step and say, okay, you, you did your analysis, now just stop doing stuff and you know, trust us, two thumbs up, you're going to be fine. We're not going to do that to you. So first you could technically just delegate to the floor and see if anybody notices you, you high Ds. As long as you're willing to be singed by some flames, you could probably do that.
Sarah
Yep.
Mark
And your boss, to be totally fair, may read that as you decided. I'm just not going to do Part of my job. Which is definitely not the message you want to be sending or that we're suggesting you send. What you do is you take your analysis, you go to your boss, you book a meeting, you. So that you have your boss's undivided attention. Now, don't go in and tell him I want to talk about lightning, my workload, because he or she's going to be immediately defensive.
Sarah
Yep.
Mark
But say, hey, I've been doing some analysis of my workflow and my workload and I have some ideas and I want to share them with you. Yeah, I'd be like, yeah, yeah.
Sarah
Oh, absolutely. Some. Some ideas, some ways that we can do more with less. I mean, I don't know a single manager alive that wouldn't be like, yeah, let's do that. That sounds great.
Mark
Yeah, let's have somebody else other than me, the manager, think what work is high quality, what work we can delegate to the floor, we can optimize, we can systematize, we can automate, whatever.
Sarah
Exactly. Exactly. Now, the folks going back to Mark, mark mentioned high Ds earlier. If your boss is a high D horror or a high I, they're probably going to stop you once you say, I've analyzed my work and I'd like to review some things with you that are no longer required, and they're just going to say, yeah, whatever, do that.
Mark
We'll deal with the fires that come up on the exception basis and we'll save all the time for the 90% of the time where nobody freaking notices.
Sarah
Yeah, exactly. And our D's, in our eyes, tend to be those profiles, assertive people, folks who are a little bit more comfortable with risk, so they're willing to move a little bit faster and see what happens. And if your boss is one of those, then it shouldn't be too tricky.
Mark
Yeah. And what I like to say is if they're not actually shooting at you, there's no risk. Okay. Now, high C's, the conscientious people, the Dr. I's crossed your T's. Logical, linear, factual, rational folks, they'll want to go over the details, who might be affected, what contingencies you have. And maybe you don't have those contingencies perfectly worked out. And maybe he or she can help you. High S's, the steadiness people, the warm, the den mothers and den fathers who everybody likes and they know how everybody's feeling and so on, are going to be concerned that you're overworked and that's why you're dropping Some things. Okay, so it might be worth it if you don't know about it. Work out what your boss's disc profile is. And by the way, if you take our disc survey, you'll the empty disk. You'll find out what you are and that will give you a good sense and it will teach you enough about disk that you can probably peg where your boss is and that will help you determine your approach to her and how it might be the same depending or different depending upon whether they like you or whether they're like you or not.
Sarah
Yeah, it'll help you be more persuasive.
Mark
Yeah. Be prepared so you can be persuasive depending upon your target audience.
Sarah
Exactly. Exactly. Now folks, that takes us to then the last piece of our guidance, the dealing with pushback piece. So once you've got permission from your boss, that's when we would recommend you start dropping the things that you've agreed with your boss, won't be done and moving the other things off your plate. If you do get pushback from an individual. Hey, I didn't get that report. Where's that report? For example? You can refer that person to your boss or you can handle it yourself.
Mark
Yeah, but here's an important thing. At the top of the show, guys, we talked about how this, how delegating to the floor fits into this larger organizational system of pushing work down. This is a key part of delegating to the floor that doesn't exist at any of the other levels because you have increased risk. Individual contributors. I actually don't like it. I don't like when people say ICs. They call them ICs because there's a lot less syllables, abbreviation. And I just, and I just think, guys, some of you are going to laugh at me and a couple of you will write me emails if you like. It's market manager-tools.com go ahead right away. Okay. But I find it interesting that the single most populous job in the company is individual contributor. A lot of different titles, right? Programmer, logistics coordinator, whatever. But they're individual contributors and every other title gets a name. Manager, senior Manager, Director, Senior Director. We don't call managers M's, we don't call senior managers SMS. God forbid. We don't call them directors high DDs. We don't call them senior directors. We don't call them SDS. We do call VPs, VPs or EVPs and CEO. But to call an individual contributor an IC. I think for the vast majority of people they interact with that have names, I Just don't. I don't like it, but I know people do it. I don't do it. I like to say individual contributors, but here's the lesson, guys. Everyone in the company either is at your rank. And there are some subtleties in individual contributors. There's some that are more special. There are certainly some individual contributors who are fellows and, and seriously technical geniuses. And, you know, okay, they, they don't technically outrank you, but they're a lot more powerful than you. Right, because of their reputation. But everyone else in the company is either at your level or above your level. Okay? So you have elevated risk in this process of the delegation cascade as your boss gets something from her boss and then delegates something to you. So the reason you do your own analysis, because you're the person to do your analysis, not your boss. If you're a manager now and you're thinking, I'll do the analysis for each of my people, you're insane. Stop it. Okay, that you, you will never be able to do a good time survey on somebody else unless you take a month off your job and just follow that person around. So the individual who does the job knows the job. So they have to do the analysis. They have to make the recommendation. But if we didn't make it clear before, let's be clear now. Your boss is making decision, even if he or she's a high D and says, yeah, do whatever you want, your boss is stamping it. So when Sarah, my peer, comes to me and says, hey, where are we on this Project X reporting thing? I'm going to say, hey, I'm sorry, my boss, Joe, we're not doing that anymore. And so now Sarah, if she wants satisfaction, she has to go to Joe. She's got to go to a higher level. Guess what? Sarah's not going to do that.
Sarah
She has less influence.
Mark
Not going to do that. Yeah. Now if Sarah's peer, Mike, comes down to me and says, hey, Horseman, where's my stuff? Where's the report on Project X Or whatever, Say, hey, I'm sorry, Mike, I, you know, I get it, I understand. I'm going to be much, I shouldn't say much more respectful to Mike, but I'm going to talk like he's a manager and it's slightly different to my individual contributor peer. And I'm going to say, would you go talk to my boss? Because we had a conversation about this and she made the decision. And we know there's some risk and some downside, but we think we can tolerate It. So it wasn't my decision. Right Now, Sarah's right. You can choose to do it yourself. But if you make the decision yourself and you haven't briefed your boss, you don't have that little bit of air cover that the system allows you to have. If you're a director in the middle of the organization and you decide to drop some things, delegate some things to the floor, your boss is not responsible for that. Actually, technically the bigger picture, he is. But if somebody goes to your boss and said, did you know Horseman isn't doing X? He'd be like, no. And if he's a really good boss, you say, but if Horseman's not doing it, I trust him. He shouldn't be doing it. And then that other person is going to have to convince my boss to come down and tell me I have to start doing it again. But at the individual contributor level, the system allows for you to get a blessing from your boss so that you, as the least ranking person in an organization, who therefore has the most risk on decisions like this, you have protection. It's one of my favorite parts of delegating the floor.
Sarah
Yeah. So if you do decide, you're not going to send the individual to your boss. And for example, let's say you decide not to order refreshments for the Project Y meeting, you can just simply say, you know, I decided it was more important that I got the recording document set up so that we could start that straight away. And the coffee cart on the fifth floor is open. So if you want to grab something. Right. Something like that. Right. Try to make the thing you decided to do instead a benefit to the person who's asking you if you at all can. And you know, sometimes you're going to be able to work it out in advance. Oh, I know who's going to have a problem with this. And going back to our conversations about this. Yeah. So again, going back to our conversations about disk, think about that person, plan in advance. What are they probably gonna dislike that you stop doing? Be ready with something that is a persuasive response to that because oftentimes like, oh, oh, we can do this instead. Okay, yeah, never mind.
Announcer
Right.
Sarah
I'll get a coffee.
Mark
Now, if you're, if you're standard, when you try to think of a persuasive thing like, hey, the coffee cart's available on the fifth floor. You could stop by there for the meeting or whatever. If somebody, you say that to them, they say, huh, not sure I like that. But they walk away you just won. Don't sit around trembling in your boots like, oh, my gosh, he's mad. She's mad. They came to you to get you to do something. You gave them a legitimate alternative. That is a reduction in workload for the organization, freeing you up to do more important things. They realize they lost. They don't like it. Nobody likes to lose. But they walk away. Don't overanalyze it and go, oh, my God, I'm ruining my career. The thing that you're winning is time to work on those special projects or freeing yourself up to finally have the bandwidth to consider being promoted by your boss and so on. So that's a win, even if they grumble. Yeah, yeah. But something bigger, like not doing reports again, might need to be referred to your boss, which is why you would brief her if you chose to brief her, and we recommend you do, be prepared to be told by your boss to pick something up again that you have taken out of the house. Hoarding and you've recommended gets delegated to the floor. Tasks might not be forever, and in the same way, not doing them might not be forever either. Okay. It could happen. Hopefully the time in between has given you a chance to get more efficient with the more important things on your list.
Sarah
Exactly. All right, so I'm going to wrap it up for us today, folks. Most of us are busy, but busy doing what? The truth of it is that a lot of what fills our days isn't actually required. It's just what we've always done. Nobody told us to stop, so we didn't stop doing it, and voila, this is the result. The best professionals don't wait to be told what to drop. They analyze their own work and they make smart decisions about what actually needs to be done. Delegating to the floor isn't about doing less. It's about being intentional enough to ask whether every task you own actually needs to be owned by you, or in some cases, not done at all. The ones that don't are stealing time from the work that actually moves one's career forward.
Mark
And I will tell you something. If you're wondering about this at an individual contributor level, I'll just add this. This is exactly how CEOs think. If you think you have a shot, if you're a young person and you're excited about your career and you think, you know, I might want to be a CEO someday, well, good, Good. A little bit of ambition is good. It's good to be humble, too. But let me tell you, CEOs got to the top by being wickedly good at this. They were willing to take risks and delegate things to the floor because they decided they were willing to get in trouble for task number that was priority number 17 so that they could make sure they won on tasks 1, 2, and 3, which are the priorities. Right? That's the big stuff. If you win on the big stuff, you can get in a little bit of trouble for losing on the small stuff. That's how you get ahead in many cases.
Sarah
Thanks folks. We hope this one helped you. Now help us help others and tell your friends. And of course, follow rate and review our podcast. And remember, five stars only.
Mark
Five stars only. Please.
Date: July 23, 2026
Hosts: Sarah & Mark
Episode Focus:
A detailed, practical guide for individual contributors (and non-managers) on identifying, scrutinizing, and intentionally dropping low-value tasks—freeing up time for higher-impact work, with actionable steps for getting managerial support and handling organizational pushback.
This episode continues the deep dive into "delegating to the floor," targeting everyday professionals overwhelmed by overflowing to-do lists. The hosts present a step-by-step approach to challenging automatic work habits, conducting a periodic task audit, and strategically negotiating with your manager to stop or streamline unnecessary activities. The analogy of organizational “hoarding” is used to encourage listeners to intentionally declutter their workload—improving job satisfaction, visibility, and career progression.
[01:10–03:04]
[03:04–06:08]
[06:09–12:13]
Length and Frequency:
Paperwork and "Shelfware":
Tale from University IT:
Quote [11:44]: "It was just like 137 screenshots of Microsoft Outlook calendars bound together... I'm sure somebody in the '90s invented it before everybody had their own computer, and the report outlived its usefulness." – Sarah
[13:23–15:25]
[16:17–19:58]
[20:03–26:08]
[27:45–29:26]
Intentionality is Professionalism:
Not Just Individual, But Executive:
Memorable Quote [28:36]: "CEOs got to the top by being wickedly good at this...willing to take risks and delegate things to the floor because they decided they were willing to get in trouble for task...priority number 17 so that they could make sure they won on tasks 1, 2, and 3." – Mark
"Wipe the slate completely clean and assume you're going to do nothing next." [02:20]
"It was just like 137 screenshots of Microsoft Outlook calendars bound together." [11:44]
"Your boss is making the decision, even if he or she's a high D and says, yeah, do whatever you want, your boss is stamping it." [23:38]
"The best professionals don't wait to be told what to drop. They analyze their own work and they make smart decisions about what actually needs to be done." [27:45]
“Delegating to the floor” is about reclaiming your time, focusing on high-value work, and building the habit of intentional workload management—a skill that distinguishes the best professionals at any level.