Delegation (Part 2) – the WHAT by Toby A. Travis, Ed.D.
As a general observation, there are leaders who tend not to delegate as they should. Although they may say they trust those they supervise, often their automatic reaction to solving a problem is to jump in themselves to find solutions. They may believe it is more efficient to not delegate. They can be heard saying something like, “It’s just easier to do it myself.”However, that belief is a false approach to efficiency that limits leaders and those lead.
I have often shared, that as a school leader, a large portion of my job is to delegate. When school community problems and issues arise, it is my responsibility to identify the key players in working out solutions. It is not as simple as passing the proverbial buck. Rather, it falls on the school leader to know his or her principals, coordinators, specialists, teachers, and others on the school leadership team well, and connect the right problem-solvers with the right problem; and then to support them throughout the process of developing solutions or completing the project.
Although school leaders may recognize the value of delegating, they may struggle with specifically what to delegate or not to delegate. In Fiore’s description of a school leader’s essential duties, he states the leader is charged to…
“Delegate duties and responsibilities to officers or employees… except where policy or regulations of the school board prohibit such delegation of authority.”
So, to answer the question, “What type of decisions may be delegated?” – He is basically saying, “as many as possible.”
What should not be delegated? At the senior-level of school leadership the answer is those decisions and responsibilities for which the position is legally, ethically, and contractually responsible. For example, signing off on the school’s budget. Every year most schools will spend months preparing the budget for the following school year. In that process the school leader will often first meet with their business manager and determine a global cap for the overall budget. Next, they may create suggested budget caps for various departments and divisions and provide those numbers to the respective principals and coordinators: all of whom obtain budget requests from those they supervise (i.e. teachers, counselors, chaplains, library staff, etc.). Principals and coordinators keep the numbers within the caps and then collaborate with the school leader in identifying modifications to those caps when justified – but in the end, the decision must be that of the chief administrator. The school leader is responsible for ensuring the overall budget both provides the funds necessary to support a quality program, and operates within responsible financial expectations. This cannot be delegated – especially if it is a contractual obligation of the leader.
Delegation should not be done when terminating employment. Prior to termination, the trusted school leader relies on principals and coordinators to undertake a series of steps to avoid the termination, doing all that they can to support the employee’s success. Trusted school leaders maintain strong commitments to the employee management process, which includes mentoring, documented verbal warnings, written warnings, and a professional improvement plan and review. If these strategies do not spur employee improvement, it is the school leader’s role, in coordination with the Human Resources Department, to close out the employee’s contract.
School leaders not involved directly in managing these difficult decisions, and who relegate them to an H.R. Coordinator or other administrator, diminish their level of trust.
©2016 Toby A. Travis
 Bendor et. al., “Theories of Delegation,” 235.
 Douglas Fiore, Introduction to Educational Administration: Standards, Theories, and Practice (New York: Taylor and Francis, 2013), 5144-5146, Kindle.