Discretionary Decisions

“Do you, as the Manager, sit with your team and talk about the decisions they have to make as they collect this data?” I asked.

“Well, we go over how to fill out the information on the form. We have training every month on changes to the form or changes in the way it is processed,” Arlene replied.

“Have you ever had a team member follow all the instructions, complete every box on the form, but at the end of the day, there were problems?”

Arlene started laughing, nodding her head. “Oh, yes!” she blurted. “We had this one guy, we had to let him go, finally. And it was difficult, because he did everything he was supposed to, but he was such a mess, disorganized. It was all last minute with him. I mean, he would get the filings in just under the wire, but the underwriter, who had to approve the paperwork was always kicking it back. In the end, the customer would not be approved and they would be mad at us. But remember, all we do is the paperwork, we don’t approve the underwriting.”

“That’s not true,” I countered. “You could tell the difference between poor performance and good performance with this guy. As his manager, when did you know you had a problem?”

“Oh, it was the first week. You could just tell,” Arlene explained.

“And, how long did it take before your company terminated him?”

Arlene hesitated, “Eighteen months. But we had to give him a chance. We had to make sure he had the proper training and that he didn’t just get a batch of problem customers.”

“He didn’t fail because of the training,” I replied. “And customers are always problem customers, so that’s not it. And he did not fail because you didn’t tell him what to do, the prescribed duties. He failed in the discretionary part, the decisions he had to make as he approached the work. These are the decisions that managers never talk about with their team. And it is these decisions that make the difference between success or failure.” -TF

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