How to Work Smarter as a Maverick Consultant (Delegate vs. Own)

How to Work Smarter as a Maverick Consultant (Delegate vs. Own)

How Mavericks Win at Work

If you’ve ever taken the Predictive Index, you may know the Maverick personality type: bold, visionary, persuasive, and unafraid to challenge the status quo. With that focus, handling repetitive tasks is not what we shine at. As a Maverick myself working in consulting, I’ve learned that success isn’t about doing it all; it’s about knowing what to lean into and what to delegate. A big part of being successful as a Maverick is also having team members that balance out where you are weak at to make sure the business is still moving forward.

Delegate the Draining Tasks

Every role comes with responsibilities that don’t energize us. For Mavericks, that’s the routine, compliance-heavy, and detail-driven work. Things like:

  • Reconciling data and spreadsheets

  • Chasing vendors for paperwork

  • Handling compliance filings

These tasks are necessary but not where Mavericks shine. Hand them off to specialists who thrive on detail and process.

Own the Energizing Work

Where Mavericks come alive is in strategy, persuasion, and big-picture problem solving. That means:

  • Leading client conversations and negotiations

  • Spotting market trends and shaping strategy

  • Building executive relationships

  • Driving bold ideas forward internally and externally

This is where we bring the most value for our clients, our teams, and organizations. If we are spending time on other areas, more than likely we won’t be fulfilled and probably aren’t doing the best job at it to be completely honest.

A Weekly Maverick Playbook

If you are needing help with getting a routine setup on how to organize your energy, here’s a snapshot of how to divide your week:

  • Monday: Mapping Mondays - Focus on Strategy

    • Big-picture strategy setting

    • Outline renewal strategies and innovations

    • Spot trends in claims & dashboards

  • Tuesday: Transformation Tuesdays - Influence Tasks

    • Lead executive conversations

    • Persuade and influence direction

    • Negotiate with vendors

  • Wednesday: Winning Wednesdays - Focus on Growth

    • Build and strengthen client relationships

    • Deliver stewardship meetings & growth strategies

    • Share thought leadership (LinkedIn, networking)

  • Thursday: Trailblazing Thursdays

    • Drive bold, creative benefit solutions

    • Collaborate with stakeholders

    • Present innovative strategies internally

  • Friday: Future-Focused Fridays

    •  Executive touchpoints and client check-ins

    • Reflect on the week’s wins and lessons

    • Reset priorities and plan bold moves for next week

The Takeaway

Being a Maverick means embracing boldness, but it also means protecting your energy. Focus on what you do best (vision, persuasion, innovation) and delegate the rest. That’s how you create sustainable success, not just for yourself but for the clients and teams you lead.

Next Step: Turn this playbook into your personal operating system. Print it, post it, and share it with your team so everyone knows where you bring the most value.


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Client Onboarding SOP: Setting the Foundation for Seamless Success

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