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How To Use a Situational Leadership Style at Work

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If your actions create a legacy that inspires others to dream more, learn more, do more, and become more, then you are an excellent leader.

Dolly PartonSinger-songwriter, Actress, and Philanthropist 

Country music may not be the first place you look for when you’re looking for shining examples of leadership. Still, Dolly Parton, an 11-time Grammy Award winner, personifies the idea of an inspiring leader. 

Parton champions the idea that people should be free to explore, create, and innovate. Her inclusive approach to decision-making establishes a sense of belonging and respect within her music-writing and community-building teams.

Her leadership story makes it clear that a one-size-fits-all leadership strategy is as outdated as a typewriter today. In other words, what is needed is situational leadership—molding your leadership style according to the demands of your people and their situation.

So, what is situational leadership? And how can you adopt it to your advantage?

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What Is the Situational Style of Leadership?

Situational leadership is a theory developed by Dr. Paul Hersey and Dr. Ken Blanchard in their book Management of Organizational Behavior. It’s a situational approach that adapts leadership styles based on a team’s specific needs.

The Hersey Blanchard Model of situational leadership states that there is no single best leadership style. Leaders should adapt based on their team’s maturity, skills, and abilities. 

The situational leadership model often uses two dimensions–Task Behavior (direction) and Relationship Behavior (closeness). Leaders adjust their approach, offering more guidance to less mature teams and more autonomy to experienced ones. 

Theories of situational leadership

Situational leadership emphasizes that effective leadership depends on factors like your team’s abilities, motivation, and task complexity. There are competing theories that describe the concept—take a look: 

  • First up is the seminal theory. Hersey and Blanchard’s Situational Leadership Theory, first introduced in 1969, suggests adapting your leadership style based on your team’s maturity, using four styles: Telling, Selling, Participating, and Delegating
  • Daniel Goleman studied the role of emotional intelligence in leadership. He identified six primary leadership styles: coercive (demanding and directive), authoritative (inspiring followers with vision), affiliative (focusing on building harmony), democratic (encouraging team participation in decisions), pace-setting (setting high standards by personal example), and coaching (providing guidance and support for individual development)
  • Next, the Path-Goal Theory emphasizes the importance of leaders adapting their behavior to motivate their followers. Path-Goal assumes followers are motivated by a combination of factors, while Hersey-Blanchard and Goleman do not explicitly discuss follower motivation
  • Other models, like Tannenbaum and Schmidt’s continuum or the Leader-Member Exchange Theory, explore leadership as a dynamic relationship between leaders and followers

By understanding these approaches, you can better adapt your leadership style to meet your team’s unique needs.

Qualities of a situational leader

To be a successful situational leader, you must have a unique blend of qualities. You need to be adaptable, adjusting your style to fit the situation. You must also be empathetic while understanding your team’s needs and flexible in exploring new approaches. Clear communication is essential. Ultimately, you need to assess your team and tailor your management style accordingly.

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Situational Leadership Styles

The situational approach consists of four leadership styles that you can switch between depending on your team’s needs. Each management style serves a different function, adapting to your team’s needs for effective leadership.

  • Telling (Directing): This high-task, low-relationship style is used when team members lack experience or confidence. Leaders provide clear, direct instructions and close supervision. Think old-school, top-down leadership
  • Selling (Coaching): A high-task, high-relationship approach. Leaders still direct tasks but offer more support and motivation to encourage willing but hesitant team members. The clue’s in the name: this is like your tough but fair high school football coach!
  • Participating (Supporting): This low-task, high-relationship style is for teams with skills but lacking confidence. Leaders focus on making decisions through collaboration, offering support and encouragement
  • Delegating: When working with experienced, independent teams, leaders offer minimal supervision. This low-task, low-relationship style empowers the team to take full ownership of their work

Again, remember: depending on what your team is going through and how much or how little experience they have, you might have to switch between these styles—depending on the situation.

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Applying Situational Leadership in the Real World

Situational leadership is suited to various work settings and for leaders of all stages, allowing you to adapt your style to fit the context. Here’s when to use each leadership style:

  • Onboarding new members: Use the Telling style to offer clear guidance and detailed instructions to new hires, ensuring they get up to speed quickly
  • Complex projects: For projects involving multiple stakeholders, the Selling style can help motivate your team and ensure collaboration while guiding them through the complexities of the project
  • Times of change: During times of organizational change, such as restructuring or mergers, apply the Participating style to involve your team in the decision-making process
  • Empowering high-performing teams: Use the Delegating style to hand over authority and autonomy to skilled teams, allowing them to own their tasks fully

Using Project Management Software in Situational Leadership

Project management software can help situational leaders tailor their approach to the specific needs of their team. They can tackle the situation at hand by tracking team progress, identifying areas for improvement, and providing the necessary support and guidance.

For example, ClickUp is a versatile project management tool that can help situational leaders adapt to their team’s needs by providing features that track progress, set goals, and facilitate collaboration. Here’s how:

  • Goal setting: Establish clear objectives and track progress in real-time using ClickUp’s Goals feature, keeping your team aligned with measurable targets
  • Task assignment: Assign tasks based on team members’ strengths and development needs via ClickUp Tasks
  • Progress tracking: Monitor individual and team performance to identify areas for improvement and provide timely support via ClickUp Dashboards
  • Automation: Automate repetitive tasks with ClickUp Automations, freeing up time for leaders to focus on coaching and mentorship
  • Communication: Use ClickUp Chat and Comments for real-time feedback and collaboration

With its wide range of features, ClickUp allows you to tailor your approach to each team member’s needs and the specific situation at hand.  Let’s explore some of these key features in detail.

ClickUp Dashboards

ClickUp Dashboards is a powerful tool that supports situational leadership. Create personalized views like Kanban boards, lists, or calendars to visualize your team’s work and track progress. Use it to monitor key metrics and identify areas for improvement.

ClickUp Dashboard
Create any Dashboard in seconds to transform your projects into a flexible canvas of data, lists, cards, charts, and graphs tailored to your work

For example, if you’re working with a new team member, you might create a Kanban board with clear stages and deadlines to provide a visual representation of their tasks and expectations.

ClickUp Goals

ClickUp Goals is invaluable for implementing situational leadership. By setting SMART goals for your team members, you can further fine-tune your leadership approach to provide the support and guidance they need.

ClickUp Goals
Set and track goals and milestones effortlessly in ClickUp Goals

The Goal Folders feature allows you to organize goals into categories, such as sprint cycles, OKRs, weekly employee scorecards, or other relevant team objectives. 

With clear timelines, measurable targets, and automatic progress tracking for each team member, you can effectively monitor team performance and embody strong team leadership in the bargain. 

ClickUp Tasks

ClickUp Tasks
Plan, organize, and collaborate on any project with specific tasks that adapt to any workflow or type of work

ClickUp Tasks is a powerful tool for delegating tasks based on each team member’s strengths and development areas. Assigning ownership of these tasks clearly ensures that team members have accountability, thrive, and reach their full potential while also meeting your goals efficiently.

ClickUp Automation

Use ClickUp’s prebuilt Automations or customize them to your needs so your team can focus on the work that matters most

ClickUp Automation handles repetitive tasks like sending reminders or updating task statuses. Automating regular but monotonous tasks can free up your time to focus on coaching, mentoring, and building solid relationships with your team members. 

ClickUp Chat

ClickUp Chat
No more juggling multiple tools and scattered conversations: Use ClickUp Chat to share updates, link resources, and seamlessly collaborate

Communication tools such as ClickUp Chat and ClickUp Assigned Comments allow you to provide immediate feedback, answer questions, and offer additional support, ensuring your team has the resources it needs to thrive.

Try the following features that can oil the wheels of communication between team members:

  • Add anyone to work conversations with @mentions and use comments to keep your team moving on action items
  • Embed web pages, spreadsheets, videos, and more into specific tasks or docs for easy access

These communication channels are essential for implementing situational leadership, as they enable you to quickly adapt your leadership approach based on specific situations your team members are facing. Seamless communication can also have a marked positive impact on team dynamics.

Finally, ClickUp’s Team Management Plan Template is a multi-faceted solution that can help situational leaders clearly define roles, assign tasks, and ensure everyone is on the same page. 

Plan and manage projects with clarity, communication, and alignment using ClickUp’s Team Management Plan Template 

Some of the key benefits of this template include:

  • Clarity of roles: A well-defined team management plan can help clarify each team member’s roles and responsibilities, reducing confusion and misunderstandings
  • Improved collaboration: By establishing clear expectations and guidelines, you can promote a more productive and cohesive work environment
  • Increased productivity: By clearly defining tasks and deadlines, you can help keep the team on track and avoid bottlenecks
  • Enhanced accountability: By clearly defining roles and responsibilities and tracking progress toward goals, leaders can ensure that everyone is accountable for their actions
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Situational Leadership Examples and Case Studies

Many successful political and business leaders have employed situational leadership throughout history. Let’s look at two prominent examples: Steve Jobs and Jacinda Ardern.

Steve Jobs

Steve Jobs, the co-founder of Apple, was another influential figure who employed situational leadership styles to good effect. 

He was known for his demanding and charismatic personality, but he also demonstrated a remarkable ability to adapt his leadership style to the needs of his team and the company.

  • The situation: Jobs faced the challenge of revitalizing Apple after the company’s near collapse in the late 1990s
  • The task: He needed to introduce innovative new products, rebuild Apple’s brand, and restore the company’s financial health
  • The action: He initially adopted a more directive and authoritarian leadership style, demanding excellence and pushing his team to their limits. However, as Apple recovered, Jobs gradually shifted to a more collaborative and empowering leadership style, encouraging innovation and creativity within the company
  • The result: Jobs’ leadership helped Apple rebuild to being one of the top players in the market

Jacinda Ardern

Jacinda Ardern served as the prime minister of New Zealand during the COVID-19 pandemic, a most trying time for countries worldwide. Her leadership during this difficult time is often cited as an example of stellar crisis leadership.

  • The situation: Ardern led New Zealand’s initial response to the COVID-19 pandemic in 2020. During the early stages, public health officials were still figuring out the best courses of action, and reliable information about the disease progression and larger impact on the country’s healthcare system and economy was hard to come by
  • The task: The situation needed to be handled with openness in order to build trust and confidence with the public
  • The action: Ardern was open and frank with citizens and took them into confidence with regard to the country’s pandemic response plan at every stage. Even when New Zealand had reported only six cases, Ardern boldly closed the country’s borders to foreigners. Once it was clear that the number of COVID-19 cases far exceeded the country’s hospital care capacity, she announced an alert system to communicate public health measures with the public and enforced measures such as “stay home to save lives.” She expressed empathy for those who experienced disrupted family and work lives. She also spoke extensively to the news media, keeping everyone in the loop
  • The result: Jacinda Ardern’s handling of the public healthcare crisis has been lauded as “a masterclass in crisis leadership.” By balancing decisive actions with an empathetic communication style, she exemplified the situational leadership approach of adapting one’s style to the specific needs of the situation

By adapting to a situation and making people management your Number One priority, these leaders made the best of tough situations and came out on top.

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Limitations and Controversies of Situational Leadership

While situational leadership offers a flexible and adaptable approach to management, it’s not without its critics. 

Some argue that the theory can be overly simplistic and fail to capture the nuances of real-world leadership. Also, there are specific contexts where situational leadership may not be the most effective approach.

Understanding the criticism against situational leadership theory

Critics of situational leadership often point to these limitations:

  • Oversimplification: Some argue that the theory oversimplifies the complexities of leadership, failing to account for individual differences and cultural nuances
  • Lack of empirical evidence: While the theory has gained popularity, some critics question the strength and reliability of the empirical evidence supporting its claims
  • Difficulty in assessing readiness: Accurately determining the readiness level of team members can be challenging, as it involves both ability and intent
  • Potential for inconsistency: Frequent shifts in leadership style based on situational factors can sometimes lead to inconsistency and confusion among team members

Where not to use situational leadership

Here are a few scenarios where this leadership style might be less effective:

Highly regulated industries

In industries such as healthcare, finance, or aviation, where compliance with strict regulations and protocols is mandatory, leaders often need to follow a fixed, authoritative approach to ensure safety and regulatory adherence. 

Situational leadership’s flexibility may lead to inconsistent decision-making, compromising adherence to critical standards. For example, during a medical emergency, a decisive and directive leadership approach is more important in a hospital setting than adapting to individual team members’ opinions.

Crisis or high-pressure situations

Leaders must act swiftly and decisively in times of crisis or significant instability, such as natural disasters, business failures, or economic downturns. There is often no time to evaluate team members’ maturity levels or competence levels to adjust the leadership style to individual requirements, particularly for those leading cross-functional teams.

 A robust and authoritative approach that provides clear direction may be more suitable than situational leadership, which can slow the decision-making processes. For example, during a corporate financial collapse, executives must make fast decisions without consulting every level of the organization or adjusting styles based on team needs.

Environments that are culturally incompatible with the idea

Situational leadership might also be less effective in cultures or work environments (think army) that value hierarchical leadership approaches. In some regions or organizations with a strong power distance, employees might expect clear, directive leadership and respond poorly to frequent changes in leadership styles. 

Situational leadership’s flexible approach could cause confusion or even resistance in environments where authority and direction are valued over adaptability.

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The Benefits of Adopting Situational Leadership

Here are some key benefits of adopting a situational leadership model.

Team performance

By adjusting your leadership style to meet the needs of each team member, you can help boost productivity. When your team feels supported with the right level of guidance, they’ll be more motivated to reach their goals. By tailoring their approach to the specific needs of their team members, situational leaders can optimize performance and productivity. 

Adaptability and flexibility

Situational leadership makes your team more adaptable. By shifting your approach as circumstances change, you help your team stay agile in fast-paced environments, allowing you to tackle new challenges effectively.

Employee engagement and motivation

When you show a clear understanding of your team’s needs and offer the right support, employees feel valued. This leads to higher engagement, greater loyalty, and a more motivated team. In fact, organizations with high employee engagement see a 59% lower turnover rate.

Team development and growth

You’ll also encourage team members to grow by offering learning opportunities. This investment not only benefits their careers but also improves overall performance in the long term.

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Take Your Leadership to the Next Level!

A situational leadership style can build a more productive, engaged, and resilient team and, ultimately, a more efficient work environment. The key is to assess your team members’ strengths and needs and adjust your approach accordingly. 

Using a project management tool like ClickUp to implement situational leadership effectively can make your job easier and help your team focus on what they can do best. ClickUp’s customizable workflows and task management features can help you track team progress, identify areas for improvement, and provide them with the necessary support and guidance. 

Sign up for a free ClickUp account today and elevate your situational management style!

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