{"id":387,"date":"2014-08-26T00:27:43","date_gmt":"2014-08-26T04:27:43","guid":{"rendered":"http:\/\/www.managementcenter.org\/?post_type=article&#038;p=387"},"modified":"2025-07-14T21:39:49","modified_gmt":"2025-07-14T21:39:49","slug":"manage-work-without-formal-authority","status":"publish","type":"resources","link":"https:\/\/www.managementcenter.org\/resources\/manage-work-without-formal-authority\/","title":{"rendered":"How to Manage Work Without Formal Authority"},"content":{"rendered":"\n<p>A reader asks:<\/p>\n\n\n\n<p><em>\u201cManaging staff members is hard enough, but at least the roles are clear! What about when you have to manage projects and don\u2019t have formal authority over the people doing the work? I tend to just let them know what I need and then hope for the best. Is there another way?\u201d<\/em><\/p>\n\n\n\n<p>Influencing the performance of people who don\u2019t report to you\u2014or \u201cmanaging sideways\u201d\u2014requires thoughtfulness and deliberate communication.<\/p>\n\n\n\n<p>Effectively managing sideways involves some of the same practices you would use when you\u2019re managing direct reports: setting up clear roles and responsibilities, being clear about the desired outcomes, checking in on progress, and so forth. But when you\u2019re managing sideways, it helps to take extra care in how you approach your colleagues with each of these items. Here are six tips for doing it well.<\/p>\n\n\n\n<p>Are you one of our newsletter readers? If not, <a href=\"https:\/\/www.managementcenter.org\/sign-up-for-our-newsletter\/\" target=\"_blank\" rel=\"noreferrer noopener\">sign up today<\/a> and get top management tips sent directly to you.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. Build the relationship.<\/h3>\n\n\n\n<p>When you\u2019re managing sideways, it&#8217;s especially important to build and sustain strong relationships\u2014because it\u2019s really the strength of your relationship that predicts the success you&#8217;ll have when assigning work to peers, checking in on progress, and inspiring accountability. The core principles of <a href=\"https:\/\/www.managementcenter.org\/resources\/four-elements-strong-relationships-managers-guide-relationship-building\/\" target=\"_blank\" rel=\"noopener\">relationship-building<\/a> that should guide managers (authenticity, trust, navigating power and difference, and shared purpose), can also guide you when managing sideways. You won\u2019t have the same positional power, but you should still acknowledge lines of difference, seek diverse perspectives, and invest time upfront to learn what the other person has going on, what motivates them or discourages them, and what they are excited to contribute.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. Communicate roles clearly.<\/h3>\n\n\n\n<p>When you\u2019re delegating to a peer, it\u2019s easy to inadvertently miscommunicate about roles and decision-making power. That can lead to situations where, for example, your colleague assumes they are the ultimate approver for the fundraiser webpage content you asked them to create when, in fact, you\u2019ll be making the final edits before anything goes public. If you want to avoid making them feel undermined, you need to make roles and responsibilities explicit. Using TMC\u2019s <a href=\"http:\/\/www.managementcenter.org\/resources\/assigning-responsibilities-worksheet\/\" target=\"_blank\" rel=\"noopener\">MOCHA model<\/a> to clarify project roles, you might say something like, \u201cCould you <em>own<\/em> getting all the content together and building a draft page by [X date]? Once you have proposed content, I\u2019d like to sign off and might make some changes before we finalize it because there are some tricky nuances with donors that I want to make sure we navigate. In our MOCHA, you\u2019ll be the owner and I\u2019ll be the manager\/approver.\u201d<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3. Constantly share the \u201cwhy.\u201d<\/h3>\n\n\n\n<p>While you should always explain the larger context\u2014the \u201cwhy\u201d\u2014when you\u2019re delegating to a staff member, it\u2019s especially key to do this when you\u2019re delegating sideways. As a peer, your requests will go over a lot better if you contextualize them and explain their importance. For example, in pulling someone in to help with a last-minute email alert, you might say, \u201cWe just learned about this today and if we can generate grassroots calls by tomorrow morning, we have a real chance of bringing the bill up for a vote before the legislature adjourns for the year.\u201d<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4. Don\u2019t hide the ask.<\/h3>\n\n\n\n<p>Sometimes when people feel awkward about managing sideways, they soften their requests to the point that the other person doesn\u2019t realize what\u2019s being asked of them. For instance, you might need a draft of a report by March 15 so that the final can go to the printer by March 25. If you say, \u201cIt would be great to see a draft around the middle of the month, and I\u2019d love to have it to the printer by March 25 if we can,\u201d you won\u2019t be conveying hard deadlines at all. Your colleague might justifiably think you have more flexibility than you do. Make sure they are clear about deadlines, constraints, and other relevant factors. And yes, that might mean being more directive than you\u2019re used to. Just remember that being kind and direct sets them up for success, and reduces the chance of misunderstanding. Use our <a href=\"https:\/\/www.managementcenter.org\/resources\/delegation-worksheet\/\" target=\"_blank\" rel=\"noopener\">Delegation Worksheet<\/a> to think through the context, constraints, and information you need to share with your collaborators.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">5. Check in regularly.<\/h3>\n\n\n\n<p>Projects are always evolving and questions surface, so you\u2019ll need ways to make sure work is on track and plans get adapted as needed. Just like managers and staff members have regular check-ins, you will too. Communicate this at the outset of a project, and identify the best ways to engage as the work moves forward. You can do this by:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>directly checking in about how the work is going at regular meetings<\/li>\n\n\n\n<li>reviewing a \u201cslice\u201d of large projects as they progress<\/li>\n\n\n\n<li>reviewing data indicating progress toward the desired outcome, such as a monthly report on progress toward a fundraising goal or a weekly report on ticket sales for an event you\u2019re managing, and\/or<\/li>\n\n\n\n<li>seeing the work firsthand, such as joining your colleague on a lobbying visit or sitting in on a training session.<\/li>\n<\/ul>\n\n\n\n<p>For instance, you might say, \u201cI want to be able to adjust our marketing plans if ticket sales are lagging, so could we plan to touch base each week about ticket numbers?\u201d Or, \u201cI\u2019d love to get a better feel for how the training sessions are playing out. Would you mind if I sat in on an upcoming one?\u201d<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">6. Act with confidence\u2014or acknowledge the awkwardness.<\/h3>\n\n\n\n<p>If you feel uneasy about any of the above\u2014assigning work to a colleague, asking to see slices or do progress checks, etc.\u2014it will probably show and make the encounter (and possibly the relationship) awkward. Acknowledge any awkwardness you feel. Being honest will build trust and rapport as long as you aren\u2019t overly deferential or apologizing for leading the work. For instance, you might say, \u201cI realize this is a little weird because I\u2019m not your boss, but I\u2019m on the hook for this piece of work, so I\u2019ll be checking in with you about its progress the same way I might if you were on my team.\u201d<\/p>\n\n\n\n<p>Always <a href=\"https:\/\/www.managementcenter.org\/resources\/tools-for-identifying-choice-points-the-bias-check\/\" target=\"_blank\" rel=\"noopener\">reflect on any bias<\/a> that might be coming up as you manage sideways, such as who you feel more\/less comfortable working with, and openly talk about lines of difference that shape your perspectives or approach to the work.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How Do I Say It?<\/h2>\n\n\n\n<p>Below are some sample lines you can use throughout the work cycle when you\u2019re managing sideways. In all cases, make sure that your tone is both assertive and respectful.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Assigning work<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u201cI\u2019m on the hook for getting YYY done by the end of the month, and I\u2019m hoping for your help with\u2026\u201d<\/li>\n\n\n\n<li>\u201cCould I pull you into\u2026\u201d<\/li>\n\n\n\n<li>\u201cGiven your work with X, I would love your help with\u2026\u201d<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Arranging a check-in on the work<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u201cI am excited to see your progress on this and it will help me to keep a birds-eye view of the work. Let\u2019s plan to check in every other week. How does Friday work for you?\u201d<\/li>\n\n\n\n<li>\u201cWe\u2019ve learned in the past that X has really impacted people so we want we be extra careful with our message and timing. For that reason, I\u2019d like to touch base on your draft before it\u2019s final.\u201d<\/li>\n\n\n\n<li>\u201cIn the past it\u2019s been hard to communicate exactly what we\u2019re going for with this type of document, so I\u2019d like to look at it before you send it out\u2014not to micromanage, just to ensure I spot things I might have missed when communicating expectations (which is a learning area for me)?\u201d<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Inviting feedback<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u201cI am always working to strengthen [my communication, delegation, or XYZ]. Can you think of anything I can be doing to improve that in our work together?<\/li>\n\n\n\n<li>\u201cI\u2019d love your perspective on what worked and didn\u2019t work about that meeting. I think X, but I don\u2019t think I did enough of Y. What would you have done differently?\u201d<\/li>\n\n\n\n<li>If we were to move on as planned, what would be at stake? What do you think the impact would be on you, our team, or our work and results.\u201d<\/li>\n\n\n\n<li>\u201cWhat else would you like me to know?\u201d<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Giving feedback<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u201cI know figuring out how to deal with X has been tricky. First, tell me how you think it\u2019s been going, then I have an idea to share.\u201d<\/li>\n\n\n\n<li>\u201cI had some thoughts on X. Can I share them with you?\u201d<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Debriefing<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u201cI\u2019d like to debrief how X went so we can capture lessons while they\u2019re fresh. Does that sound good to you?\u201d<\/li>\n\n\n\n<li>\u201cI know figuring out why X ended up being tough. Did you end up with any take-aways for the next time we have to do similar work?\u201d<\/li>\n<\/ul>\n\n\n\n<p class=\"has-medium-font-size\"><em><strong>Effective project management <\/strong>requires you to get what you need, move the work forward, and build relationships\u2014aka the secret sauce to managing up and sideways! For a deeper dive, register for our <\/em>Manage Successful Projects<em> training package for <a href=\"https:\/\/www.managementcenter.org\/bundle\/?Course=Build%20Your%20Package&amp;Type=Component_Manage%20Successful%20Projects%20Managers&amp;templateid=138\" target=\"_blank\" rel=\"noreferrer noopener\">managers<\/a> and <a href=\"https:\/\/www.managementcenter.org\/bundle\/?Course=Build%20Your%20Package&amp;Type=Component_Manage%20Successful%20Projects%20Staff&amp;templateid=140\" target=\"_blank\" rel=\"noreferrer noopener\">staff<\/a>. Gain the confidence, strategies, and hands-on experience you need to deliver results and lead projects with impact.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Managing up and sideways can be tricky. Here are six tips for doing it well.<\/p>\n","protected":false},"author":14,"featured_media":10397,"template":"","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"footnotes":""},"tags":[],"resource_types":[48],"topic":[45],"collection":[28],"class_list":["post-387","resources","type-resources","status-publish","has-post-thumbnail","hentry","resource_types-article-publication","topic-managing-up","collection-managing-projects"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Manage Work Without Formal Authority - The Management Center<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.managementcenter.org\/resources\/manage-work-without-formal-authority\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Manage Work Without Formal Authority - The Management Center\" \/>\n<meta property=\"og:description\" content=\"Managing up and sideways can be tricky. 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