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Threshold.
Month Four · Development & Delegation
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Module Pages
Threshold
Where Leadership Becomes Infrastructure
Module Four of Nine
Month Four
Focus
Culture of Development and Delegation
OCA Consulting Group · Threshold Program · Confidential
01
Getting Started

Before we begin,
tell us about yourself.

Threshold is centered on you, your leadership, and the impact you want to have.

Select the level that best reflects your current role. This is your starting point, not a judgment.

Coordinator
Scope: Tasks & Logistics
Organizing work and supporting delivery
Supervisor
Scope: People & Daily Delivery
Overseeing a small team day to day
Manager
Scope: Operations & Resources
Leading a team toward defined outcomes
Director
Scope: Strategy & Function
Setting direction across multiple teams
Executive
Scope: Enterprise & Mission
Leading the organization at the highest level
A Message from OCA Consulting Group
Welcome back.

Months One through Three built your leadership foundation. Month One asked you to clarify who you are and how you show up. Month Two taught you to see systems accurately and diagnose root causes. Month Three taught you to turn diagnosis into disciplined design.

Month Four integrates all of it. This is where individual effectiveness becomes organizational scalability.

The central shift this month: stop being the Star Player who does everything, and become the Head Coach who wins through others. Systems do not improve when leaders hoard responsibility. Organizations scale when leaders build the people around them rather than protecting the work for themselves.

This month you will learn to delegate not as offloading, but as development. You will use your Month Three charter as a live delegation instrument. You will build the frameworks, coaching habits, and accountability structures that turn your team from executors into owners.

The goal is simple to name and hard to do: shift from doing the work to building the people who do the work. That shift is what makes everything else you have built this year sustainable.

△
Leader Self-Assessment

Delegation Readiness
Pulse Check

Before we begin, take a few minutes to honestly assess where you are with delegation today. No one sees these results. Rate yourself as you actually are, not as you aspire to be.

Rating Scale
1 — Not on my radar
4 — I do it mostly, but not always
2 — I know it exists, but I don't do it
5 — I do it consistently
3 — I do it sometimes, but not consistently
1 — Matching Responsibility to Readiness

I delegate tasks based on each person's actual readiness and development needs, not just convenience or availability.

2 — Clarifying Outcomes Over Tasks

When I delegate, I define the outcome I need rather than the specific steps to get there. I give people the destination, not the GPS directions.

3 — Establishing Clear Ownership

After I delegate, one person clearly owns the result. I do not let accountability sit in a gray zone between multiple people.

4 — Coaching Through Struggle Instead of Rescuing

When a team member gets stuck, my first instinct is to ask a question rather than take the work back.

5 — Building People, Not Just Delivering Results

I consciously use real work as a development tool. I think about what each assignment builds in the person doing it, not just whether the task gets done.

6 — Tolerating Imperfection for Growth

I can accept work done at 70-80% of my standard when the gap represents growth, not negligence. I do not let perfectionism become a bottleneck.

Your Private Scoring Guide

Mostly 1s and 2s: You are operating as the Star Player. This month is built for exactly where you are. Lean in.

Mostly 3s: You know the habits but have not made them automatic. The frameworks here will help you close that gap.

Mostly 4s: You are close. Use this month to systematize what you already do naturally so it holds under pressure.

Mostly 5s: You are operating as a Head Coach. This month will sharpen your coaching precision and give you language to develop others.

Reflection Prompt

Note your lowest score. Is it a skill gap, a belief gap, or a habit gap? The answer shapes how you use this module.

“
The function of leadership is to produce more leaders, not more followers.
Ralph Nader
A leader who cannot be absent without everything stopping has not built a team. They have built a dependency. This month is about changing that.
02
Lesson 1

Stop being the Star Player.
Become the Head Coach.

The most common leadership trap at every level: the habits that made you successful as an individual contributor become the habits that cap your team's ceiling as a leader.

1 The Star Player Trap
Star Player
Hoards the Work
Does it themselves because it is faster. Becomes the bottleneck. Team waits. Organization cannot scale beyond one person's capacity.
Head Coach
Builds Ownership
Embeds growth into real work. Team develops through doing. Organization scales because capability is distributed, not concentrated.

The Star Player is not lazy. They are often the hardest worker in the room. That is the problem. Their work ethic becomes the team's ceiling. Every hour a leader spends doing work their team could do is an hour not invested in building the team's ability to do it.

2 Delegation as a Development Strategy
Delegation is not offloading. It is not giving away the work you do not want. It is a deliberate decision to use real work as a development tool: assigning responsibility at the edge of someone's current capability so that doing the work makes them more capable.

The test: When you delegate, ask yourself whether this assignment stretches the person doing it. If the answer is no, it is task assignment, not development delegation.
3 Your Charter as a Delegation Instrument

The Month Three charter you built is not a solo execution plan. It is a delegation map. Every deliverable on that charter is an opportunity to assign ownership to someone on your team and build their capability through executing it.

Applied Reflection

Look at your Month Three charter. Name one deliverable you are currently planning to own yourself that a team member could own instead. What is the 30% growth gap that makes it a stretch for them?

Check for Understanding
What is the primary difference between task assignment and development delegation?
Correct. Development delegation is intentional. The work is chosen because it stretches the person doing it, not because it frees up the leader's calendar. The outcome matters, but so does what the assignment builds in the person.
Not quite. The distinction is not about speed or preference. Development delegation is a deliberate choice to assign work at the edge of someone's current capability so that doing the work grows their capacity. The stretch is the point.
03
Lesson 2

Delegate at 70%.
Growth lives in the gap.

One of the most paralyzing beliefs in leadership: wait until someone is fully ready before giving them more responsibility. That belief guarantees they never become ready.

1 The 70% Rule
Delegate when someone is at approximately 70% proficiency. The remaining 30% is where growth happens. If you wait for 100%, you are not developing anyone. You are confirming they can already do the work.

The caveat: The 30% gap must be safe to fail in. High-stakes, irreversible, or client-facing work requires a higher readiness threshold. Know the difference between a stretch assignment and a setup for failure.
In practice
Wrong: “She is not ready to run the stakeholder meeting. I will do it myself.”

Right: “She has not run this type of meeting before. That is exactly why she should. I will prepare her, attend as backup, and debrief afterward.”
2 Situational Leadership: Match Support to Readiness

Hersey and Blanchard's Situational Leadership model holds that the right leadership approach depends on the readiness of the person being led. There is no single right style. There is only the right fit.

Readiness LevelWhat the Person NeedsLeadership Response
Low readinessDirection and structureDirecting: high task, low relationship
Some readinessGuidance and encouragementCoaching: high task, high relationship
Moderate readinessSupport and collaborationSupporting: low task, high relationship
High readinessAutonomy and trustDelegating: low task, low relationship
The most common mistake is applying the same leadership style to everyone. Experienced leaders flex their approach continuously based on where each person is with each specific task.
Check for Understanding
A manager has a team member who is experienced overall but has never led a cross-functional meeting before. Which Situational Leadership approach fits best?
Correct. Readiness is task-specific. An experienced team member who is new to a specific responsibility sits at moderate readiness for that task. Coaching gives them structure for the unfamiliar work while respecting their overall capability.
Not quite. Overall experience does not determine readiness for a specific task. Someone can be highly capable in general and low readiness for a particular responsibility. Match the style to the task, not to the person's general track record.
04
Lesson 3

Delegate the outcome,
not the task.

Task delegation creates executors. Outcome delegation creates owners. The difference is not semantics. It is the single most important shift in how you hand off work.

1 The Distinction
Task Delegation
"Make the spreadsheet."
Defines the output. Tells them what to produce. Leaves no room for judgment, method, or ownership. Creates dependency on further instructions.
Outcome Delegation
"Reduce cycle time by 20%."
Defines the result. Invites judgment about how to achieve it. Requires the person to own the approach and the outcome. Builds capability through problem-solving.
2 What Outcome Delegation Requires You to Define
The Result
What does success look like? Be specific enough to be measurable, loose enough to allow judgment about how to get there.
The Boundary
What decisions can they make alone? What requires escalation? Clarity on authority prevents both over-escalation and overreach.
The Timeline
By when? With what milestones? Not a micromanagement schedule, but enough structure to catch drift before it becomes failure.
The Resources
What do they have access to? Who can they pull in? Ownership without resources is just blame waiting to happen.
3 The Back-Brief: Confirming Understanding
After delegating an outcome, ask the person to repeat back what they heard, not in your words but in theirs. This is not a test of memory. It is a test of shared understanding. The gaps that surface in the back-brief are the gaps that would surface later at the worst possible time.
Back-Brief in Practice
Leader
I want you to own the stakeholder communication plan for the charter rollout. Tell me what you understand that to mean.
Team member
So I am responsible for deciding which stakeholders need to hear what and when, and making sure those communications happen on schedule.
Leader
Almost. You own the decisions on format and timing, but any communication to the executive team goes through me first. Does that change your understanding?
“
The best executive is the one who has sense enough to pick good men to do what he wants done, and self-restraint enough to keep from meddling while they do it.
Theodore Roosevelt
The hardest part of delegation is not giving the work away. It is keeping your hands off while someone else does it differently than you would.
05
Lesson 4

RASCI: Ownership
without ambiguity.

Unclear ownership is the most common reason delegated work fails. RASCI is the tool that makes ownership explicit before execution begins.

1 The Five Roles
RoleDefinitionKey Rule
ResponsibleDoes the actual workCan be multiple people
AccountableOwns the outcome and answers for itOnly one per deliverable — always
SupportProvides resources, removes obstaclesThe S distinguishes RASCI from RACI
ConsultedProvides input before decisionsTwo-way communication; must be done before
InformedReceives updates after decisionsOne-way communication; after the fact

The accountability rule: If two people are listed as Accountable for the same deliverable, neither is truly accountable. The moment you cannot point to one person and say "this is yours," the deliverable is at risk. Shared accountability is diffused accountability.

2 RASCI Applied to Your Charter

Take the deliverables from your Month Three charter and assign RASCI roles for each. This is the moment where delegation becomes concrete.

Charter RASCI Draft

For each of your charter deliverables, assign one person as Accountable. Then fill in Responsible, Support, Consulted, and Informed. If you cannot name one Accountable person, the ownership structure is not yet ready.

Check for Understanding
A project has three team members listed as Accountable for the final report. What is the most likely outcome?
Correct. When multiple people share accountability, each person implicitly assumes the others will catch anything that falls. This is not a communication problem. It is a structural one. RASCI requires exactly one Accountable per deliverable.
Not quite. Shared accountability sounds collaborative but functions as no accountability. Each person assumes the others are watching. RASCI's core rule is one Accountable per deliverable precisely to prevent this dynamic.
06
Lesson 5

The 1:3:1 coaching
protocol.

When a team member gets stuck, the leader's instinct is to rescue them. Rescue feels helpful. It is not. Every time you solve their problem, you confirm that they cannot solve it themselves.

1 The 1:3:1 Structure
From Michael Bungay Stanier's The Coaching Habit: when a team member brings you a problem, do not solve it. Instead, hold the structure: one problem, three options, one recommendation.

This does three things. It ensures they have actually defined the problem. It forces them to think beyond the first obvious solution. And it requires them to own a recommendation rather than waiting for yours.
1
One Problem
“What is the problem you are actually solving?” Forces clarity. Many stuck situations are caused by solving the wrong problem.
3
Three Options
“What are three ways you could solve it?” Forces beyond the first obvious answer. The third option is usually where creative thinking lives.
1
One Recommendation
“What is your recommendation?” Requires them to own a decision, not just present options. The monkey stays on their back.
2 In Practice
1:3:1 Dialogue Example
Team member
The risk analysis on the charter is stalled. I do not know what to do.
Head Coach
What is the specific problem you are stuck on?
Team member
The stakeholder in finance has not responded and I need their input to complete the risk section.
Head Coach
Okay. What are three ways you could move this forward?
Team member
I could try reaching out a different way, I could complete the section with the information I have and flag it as pending, or I could ask their manager to facilitate the connection.
Head Coach
Which do you recommend?
Team member
I think I should complete what I can and flag the pending piece. That keeps the work moving without waiting.
Head Coach
I agree. Do it. Let me know if the pending piece is still unresolved by Thursday.
Check for Understanding
A team member says: "The stakeholder won't respond. Can you just call them?" What is the 1:3:1 response?
Right. The 1:3:1 structure keeps the problem-solving on the team member's side. Calling the stakeholder yourself solves this problem but teaches them that the solution to any obstacle is to bring it to you. That is the exact dynamic the Head Coach is trying to break.
Not quite. Rescuing solves the immediate problem and creates a recurring one. Every time a leader takes back a delegated problem, they signal that the team member cannot handle it. Use 1:3:1 to keep the thinking, and the ownership, on their side.
07
Lesson 6

Timelines that
reflect reality.

Most plans fail their timelines not because the work was underestimated but because the plan had no buffer for the unexpected. Reality always fills the white space.

1 Building a Gantt Timeline

A Gantt chart maps milestones against time. For delegation purposes, the most important discipline is not the timeline itself. It is the buffer zones built into it.

Week 1
Risk Identification
→
Week 3
Draft Deliverable
→
Buffer
20-30% Zone
→
Week 5
Final Delivery
Build 20 to 30 percent buffer into every timeline. This is not padding. It is the space where the unexpected, and there is always something unexpected, gets absorbed without derailing the plan. A plan that has no slack is a plan that will fail on the first obstacle.

The accountability check: At each milestone, the person accountable confirms whether the work is on track, off track, or needs to escalate. This is not a status report. It is an early warning system.
2 The Unplugged Test
The real delegation measure
If you were unavailable for 48 hours with no phone, what would stop? What would continue? What would collapse?

The answer to that question is a map of where delegation has genuinely occurred versus where it exists on paper. The Unplugged Test is not about your absence. It is about whether you have built a team that can operate without you in the room.
Applied Reflection

Name three things that would stop if you were gone for 48 hours. For each one, name the specific delegation or ownership change that would prevent it from stopping.

“
Multipliers get more than twice the capability from their people as Diminishers do.
Liz Wiseman — Multipliers
Multipliers are not born. They are built through deliberate habits: asking before telling, delegating whole challenges, holding people to their own thinking. This month is the practice ground.
08
Lesson 7

Multipliers and
Diminishers.

Liz Wiseman's research found that some leaders amplify the intelligence around them and some leaders diminish it. The behaviors that separate them are specific, learnable, and visible to everyone except the leader themselves.

1 The Contrast
Multiplier BehaviorDiminisher Behavior
Asks questions that open thinkingProvides answers that close it
Delegates whole challengesDelegates broken-up tasks
Holds people to their own ideasSubstitutes their own ideas
Creates space for debate and challengeResolves tension by deciding
Expects people to figure it outAssumes people need help to think
Most Diminisher behavior is not intentional. Leaders do not set out to suppress team intelligence. They set out to be helpful, efficient, and decisive. The problem is that the habits of helpfulness, efficiency, and decisiveness at the wrong moment become the habits of diminishing.
2 Psychological Safety and Stretch
Edmondson — The Fearless Organization
Amy Edmondson's research on psychological safety is the foundation for understanding why delegation either works or fails. When people feel safe to try, fail, and speak up, they take on stretch assignments. When they do not, they stay within the boundary of what they know will be accepted.

The implication: You cannot build a delegation culture without first building a safety culture. How you respond when delegated work goes wrong is the single most powerful signal your team receives about whether it is safe to take on more.
Applied Reflection

Think of a recent interaction with a team member. Were you acting more as a Multiplier or Diminisher in that moment? What specifically would a Multiplier have done differently?

09
Lesson 8

Technical fixes and
adaptive challenges.

Not every delegation breakdown has the same cause. Knowing whether the problem is structural or behavioral determines whether the right response is a tool or a conversation.

1 Problems with Structural Solutions
ProblemThe Fix
Unclear ownershipRASCI assignment
Bottlenecks from leader hoarding work70% rule + deliberate delegation
Poor handoffs between peopleGantt timeline + back-brief
No accountability after delegation1:3:1 coaching cadence
2 Challenges Requiring Behavioral Change
The Challenge
Fear of Letting Go
Belief that no one can do it as well. Solution: RASCI creates a safety net that makes letting go feel less like loss of control.
The Challenge
Perfectionism
The standard becomes a barrier. Solution: explicitly naming process over perfection at the delegation moment, then holding to it.
The Challenge
Rescue Behavior
The habit of taking problems back when they get hard. Solution: 1:3:1 keeps the problem on the team member's side and requires a recommendation, not an escalation.
The Challenge
Mismatched Support
Giving too much support to someone who is ready, or too little to someone who is not. Solution: Situational Leadership readiness assessment before each delegation.
10
Applied Work

Build your
delegation system.

This is the applied work for Month Four. You are building the delegation and coaching infrastructure for your Month Three charter. Work through each section using your actual team and real deliverables.

Pull your Month Three charter before you begin. Every tool in this section is designed to convert your charter deliverables from solo execution into team ownership. If you do not have your charter available, sketch the key deliverables before proceeding.
1 Delegation Audit: Keep, Delegate, Develop

Go through your current responsibilities and sort them into three categories.

Keep — Only I can do this right now
Delegate — Someone on my team could own this now
Develop — I need to build someone's capability to take this on
2 Development Plan for Two Team Members

Choose two people on your team. For each, identify a stretch assignment from your charter and the coaching support you will provide.

Team Member 1
Team Member 2
3 Ownership Map

Name each charter deliverable, who owns it, and what decisions they can make independently versus what requires escalation.

Ownership and decision boundaries
4 Coaching Cadence

Define how and when you will use 1:3:1 check-ins with each person you are delegating to. Name the specific day, format, and what you will do when someone gets stuck.

Weekly coaching cadence plan
11
Month Four Capstone

Your delegation
system at a glance.

These five deliverables represent the full delegation infrastructure for your charter. Review each, confirm it is complete, and bring everything to your one-on-one coaching session.

☐
RASCI Matrix
All charter deliverables have one Accountable owner, clearly assigned Responsible parties, Support identified, and Consulted and Informed roles named. No deliverable has more than one Accountable. This is complete when you can point to a single name for every deliverable.
📅
Gantt Timeline with Buffer Zones
Milestones mapped against calendar weeks with 20 to 30 percent buffer built in before final delivery. Each milestone has an owner and a checkpoint question: on track, off track, or escalate? The timeline is visible to the whole team, not just you.
🌟
Development Plans (Two or More)
One page per person. Includes their current readiness level for the assigned work, the stretch assignment, the 30 percent growth gap it is designed to close, the support structure you are providing, and the 1:3:1 check-in cadence. These are living documents, not one-time assessments.
📌
Ownership Map
A clear visual or written record of who owns what, what decisions each owner can make independently, and what requires escalation. This replaces informal understanding with explicit agreement. Every team member should be able to read this and know exactly where their authority begins and ends.
💬
Coaching Cadence
A documented weekly 1:3:1 session structure including the day, format, duration, opening question, and the explicit protocol for what happens when someone brings you a problem. The cadence is scheduled, not improvised. The protocol is written, not assumed.
Bring all five deliverables to your one-on-one coaching session. Your facilitator will review the RASCI matrix and the development plans in detail. The coaching cadence will be stress-tested against common scenarios. Nothing here needs to be perfect. It needs to be honest.
12
Month Four Complete

What you are
bringing forward.

Month Four is where the work you designed in Month Three becomes work your team owns. The systems you have built this month are what make that possible.

1 What You Completed This Month
Leadership Shift: You mapped the move from Star Player to Head Coach and identified specifically what you have been hoarding that belongs to your team.

Delegation Frameworks: You applied the 70% rule, Situational Leadership, outcome over task delegation, and the back-brief to real charter deliverables.

RASCI Ownership: You assigned clear, unambiguous accountability for every charter deliverable. One owner per outcome.

1:3:1 Coaching Protocol: You practiced keeping the problem on the team member's side and built a coaching cadence into your weekly rhythm.

Multiplier Mindset: You identified where your habits have been diminishing team intelligence and named the specific changes that will shift that.
2 What You Are Bringing to Your Coaching Session
Bring your RASCI matrix, your development plans, your ownership map, and your coaching cadence. Your facilitator will use these to stress-test the system you have built and identify where it will be most vulnerable under real operational pressure. Month Five builds on this: you will learn how to build the team culture that makes the system sustainable.
Module Reflection
The hardest part of this month is not learning the tools. It is tolerating the discomfort of watching someone do something less perfectly than you would while knowing that is exactly the point. That discomfort is the growth, yours and theirs.
Pause & Reflect

“What is the single biggest thing I have been holding onto that belongs to someone on my team?”

“What would change for my team if I was truly operating as a Head Coach instead of a Star Player?”

Your Written Reflection
Month Four Complete
Congratulations. You have completed
Month Four.

You have built the delegation infrastructure that transforms a charter into shared team ownership. RASCI, 1:3:1, the 70% rule, situational leadership, Multiplier thinking, and an accountability system that does not depend on your presence. That is a complete delegation operating system.

Next stop: your one-on-one session with your facilitator. Bring your five capstone deliverables and your reflection. Month Five is where you will learn to build the team culture and psychological safety conditions that make everything you built this month actually work.

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