Keys to Delegating Work So It Gets Done – Part 3: Finding the Right Person to Do the Work

Successful delegation is one of the most critical skill sets a Supervisor or Manager needs to develop. Being able to delegate successfully helps you tap into the potential of your staff. Learn how to find the right people to delegate to, and identify what they need to do the task successfully.

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In my previous 2 posts: Keys to Delegation Part 1  and Part 2,  I discussed some of the first steps on how to delegate effectively.  These were:

  • The basic process for delegating successfully.
  • How to identify tasks that make good candidates to delegate.

In this post, I’ll discuss 2 other vital things to consider when planning your delegation– finding the right person to do the task, and making sure they have what they need to accomplish it.

Finding the Right Person 

To identify good candidates, consider the following questions:

  • What expertise is needed to do the task.
  • Who has it?
  • Who with that expertise is available?
  • Is that person willing to help?

Determining What They Need

Once you’ve identified a good candidate, you also need to consider what they need to do the task.  These can include things like:

  • Information
  • Equipment
  • Access to or cooperation from other people.
  • The necessary time.
  • The necessary authority

Example: The Monthly Budget Report

Assume for a minute that you have responsibility for generating the monthly budget report.  It’s a real headache and involves gathering information, putting it in a spreadsheet, analyzing variances and summarizing the information.

To date, you’ve done the whole thing yourself, including sending it out.  In Part 2 you realized that it was actually a very good candidate for delegating many of the tasks involved in it to several of your staff members.  By going through the questions above you determined that:

  • One of your staff members could gather some of the information if you taught him how.
  •  Another person who knew spreadsheets and reports could enter the information and generate the report.
  • Your Admin Assistant is very happy to handle the distribution for you.

This allows you to concentrate your efforts on the real part of the process that takes your expertise–summarizing the information and explaining the variances.

So, by doing some analysis it turns out that you can delegate some of the tasks for this responsibility that have taken up a good chunk of your time.  And since you’ve learned how to start delegating work that you’ve traditionally done yourself to your staff, you’ll probably be more prone to  start looking at your other responsibilities for tasks to delegate as well.

So, How Do You Learn How to Delegate?

To start learning how to delegate effectively,  see KAWConsulting’s  “Delegating for Results”electronic handbook that takes you step by step through the delegation process.

Available in both Kindle and PDF

To meet the demands of our global users, “Delegating For Results is now available in both Kindle and PDF versions.  U.S. purchasers can purchase both.  International users eligible to purchase from Amazon can purchase the Kindle Version.  Both versions allow you to have it accessible each time you need to delegate a task.

KINDLE Version

For information on the Kindle version either click here, or visit your applicable Amazon website and input “Delegating For Results” in the search criteria.

PDF Version

For U.S. users, the PDF version allows you to store “Delegating For Results” on your computer so you have it accessible each time you need to delegate a task.  It includes hyperlinks so you can jump right to the page or section you need without having to spend time scrolling through unneeded pages.  You can purchase single copies or share with additional users by purchasing additional licenses.  This makes it easy for organizations to increase the productivity of their staffs.

You can buy single copies for the low price of $15.95.

 Sharing with additional users is also easy–just purchase additional licenses at $14.95 per user.

To view a sample and instructions on how to purchase online click here

Note:  The PDF Version is available to U.S. purchasers only.

 

Keys to Delegating Work So It Gets Done – Part 2: How to Identify What to Delegate

Successful delegation is one of the most critical skill sets a Supervisor or Manager needs to develop. Being able to delegate successfully helps you tap into the potential of your staff. Learn how to identify types of tasks that make excellent candidates to delegate.

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As mentioned in Keys to Delegating Work So It Gets Done – Part 1, one of the first skills you need to master to delegate work successfully is to learn how to identify tasks that make good candidates to delegate.

While many people who resist the idea of delegating  respond immediately that they have nothing that can be delegated, it often turns out not to be the case.  The problem is that often they haven’t done the analysis needed to identify tasks that might make good candidates.

Some of the common types of tasks that make excellent candidates to delegate include:

  • Routine and minor decisions
  • Information Gathering
  • Technical tasks
  • Operating tasks
  • Report generation
  • Tasks you dislike doing that somebody else could do as well as you
  • Tasks that can help your staff increase their capabilities and skills
  • Other categories that you can think of

To start analyzing your tasks in this manner, make a list of your major responsibilities and tasks you perform under each responsibility.  Then go through the list of candidate tasks above, and identify which ones you use to fulfill that responsibility and how. Once you’ve done that, ask yourself, “Do I have to do all of that myself, or is there something that someone else can help with?”  The things that someone else can help with become the candidates to delegate.

Example: The Monthly Budget Report

Assume for a minute that you have responsibility for generating the monthly budget report.  It’s a real headache and involves gathering information, putting it in a spreadsheet, analyzing variances and summarizing the information.  You do the whole thing yourself, including sending it out.

When you went through the type of analysis discussed above, you found that there were indeed things that someone else could do if you let them.  One of your staff members could gather some of the information if you taught him how.  Another person who knew spreadsheets and reports could enter the information and generate the report.  It turns out your Admin Assistant is very happy to handle the distribution for you.  You can concentrate your efforts on the real part of the process that takes your expertise–summarizing the information and explaining the variances.

So, by doing some analysis it turns out that you can delegate some of tasks for this responsibility that have taken up a good chunk of your time.  And once you succeed at delegating these tasks, you can start looking at your other responsibilities for tasks to delegate as well.

So How Do I Learn These Skills?

To start learning how to delegate effectively,  see KAWConsulting’s  “Delegating for Results”electronic handbook that takes you step by step through the delegation process.

Available in both Kindle and PDF

To meet the demands of our global users, “Delegating For Results is now available in both Kindle and PDF versions.  U.S. purchasers can purchase both.  International users eligible to purchase from Amazon can purchase the Kindle Version.  Both versions allow you to have it accessible each time you need to delegate a task.

KINDLE Version

For information on the Kindle version either click here, or visit your applicable Amazon website and input “Delegating For Results” in the search criteria.

PDF Version

For U.S. users, the PDF version allows you to store “Delegating For Results” on your computer so you have it accessible each time you need to delegate a task.  It includes hyperlinks so you can jump right to the page or section you need without having to spend time scrolling through unneeded pages.  You can purchase single copies or share with additional users by purchasing additional licenses.  This makes it easy for organizations to increase the productivity of their staffs.

You can buy single copies for the low price of $15.95.

 Sharing with additional users is also easy–just purchase additional licenses at $14.95 per user.

To view a sample and instructions on how to purchase online click here

Note:  The PDF Version is available to U.S. purchasers only.

Keys to Delegating Work so it Gets Done – Part 1

Successful delegation is one of the most critical skill sets a Supervisor or Manager needs to develop. Being able to delegate successfully helps you tap into the potential of your staff. Learn why more managers don’t delegate and tips on how to overcome obstacles.

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Successful delegation is one of the most critical skill sets a Supervisor or Manager needs to develop. Being able to delegate successfully helps you tap into the potential of your staff.  It helps you accomplish much more than you could working alone, and allows you to devote your time and efforts to your most critical tasks, or things you do best.  Put simply, being able to delegate successfully is one of the keys to a successful career in Supervision or Management.

 Yet, many Managers and Supervisors resist delegating.  Common reasons include:

  • Fear of loss of control.
  • Don’t feel that their staff has the ability to do the work.
  • Tried to delegate before but it didn’t work
  • Staff resists the idea of taking on more work

Too often, these obstacles become virtual all or nothing propositions, and Supervisors and Managers  either hardly delegate at all, or delegate at a very minimal level.

The good news, however, is that there are ways to deal with these barriers,  and start delegating.  For example you can:

  • Delegate at a level you’re comfortable with.
  • Delegate a small portion of a task initially, and use that as a way of building your delegating skills.
  • Use specific strategies for overcoming staff reluctance.

So How Do I Get Started?

To become a more effective delegator  you’ll  need to master some basic skills.  You need to learn how to:

  • Identify what tasks to delegate.
  • Identify the right people to delegate to.
  • Identify the level of delegation that you’re comfortable with
  • Determine what the person doing the task needs to be able to deliver the results
  • Hold effective delegation meetings with the person you’re delegating the task to.
  • Conduct the needed follow-up to stay on top of the person’s progress.

So How Do I Learn These Skills?

To start learning how to delegate effectively,  see KAWConsulting’s  “Delegating for Results”electronic handbook that takes you step by step through the delegation process.

Available in both Kindle and PDF

To meet the demands of our global users, “Delegating For Results is now available in both Kindle and PDF versions.  U.S. purchasers can purchase both.  International users eligible to purchase from Amazon can purchase the Kindle Version.  Both versions allow you to have it accessible each time you need to delegate a task.

KINDLE Version

For information on the Kindle version either click here, or visit your applicable Amazon website and input “Delegating For Results” in the search criteria.

PDF Version

For U.S. users, the PDF version allows you to store “Delegating For Results” on your computer so you have it accessible each time you need to delegate a task.  It includes hyperlinks so you can jump right to the page or section you need without having to spend time scrolling through unneeded pages.  You can purchase single copies or share with additional users by purchasing additional licenses.  This makes it easy for organizations to increase the productivity of their staffs.

You can buy single copies for the low price of $15.95.

 Sharing with additional users is also easy–just purchase additional licenses at $14.95 per user.

To view a sample and instructions on how to purchase online click here

Note:  The PDF Version is available to U.S. purchasers only.

“The Manager’s Toolkit”: Examples of How to Use on a Day-to-Day Basis

Examples of how Managers and Supervisors can benefit on a day-to-day basis by using the handbooks in KAW Consulting’s ” Manager’s Toolkit”.

 

To meet the demands of both our U.S. and Global Users, titles in the “Manager’s Toolkit“ are now on Kindle.

Titles include: “Meetings That Work ,”Delegating for Results“, “Coaching Skills for Managers and Supervisors“,  “Time Management for Managers and Supervisors“, “Project Management for Managers and Supervisors“, and “The Leadership Framework”.

Both U.S. and International users can purchase them from Amazon.

DESIGNED FOR MOBILITY

Because they’re on Kindle, you can use the Kindle App to store these handbooks either on your Kindle or Kindle App on your iPad, iPhone, Android, Windows Phone or other appropriate tablet, PC or laptop and have them readily accessible whenever you need one. You can use them when you’re in the office, at home, on the road, or in meetings.

This allows you to have them accessible each time you need to design a meeting, delegate a task, coach an employee, determine what you need to do to provide effective leadership in a given situation, or decide how best to manage your time.

For information on these Kindle versions either click the applicable link below, or visit your applicable Amazon website and input “Meetings That Work”, “Delegating For Results”, “Coaching Skills for Managers and Supervisors”,  “Time Management for Managers and Supervisors”, “Project management for Managers and Supervisors”, or “The Leadership Framework” in the search criteria.

For “Meetings That Work” click here

For “Delegating For Results” click here

For “Coaching Skills for Managers and Supervisors” click here

For “Time Management for Managers and Supervisors” click here.

For “Project Management for Managers and Supervisors” click here.

For “The Leadership Framework” click here.

 

ABOUT THE “MANAGER’S TOOLKIT”

KAW Consulting’s  ” Manager’s Toolkit” is a collection of electronic handbooks that guide Supervisors and Managers step by step on how to develop and use the skills needed to deal effectively with 6 common challenges they face on a day-to-day basis. The titles in the toolkit correspond to these 6 challenges and include:

  • “Meetings That Work”
  • “Delegating For Results”
  • “Project Management for Managers and Supervisors”
  • “Coaching Skills for Managers and Supervisors”
  • “Time Management for Managers and Supervisors”
  • “The Leadership Framework” How to Provide Effective Day-to-Day Leadership.

Written in a clear, easy to understand format, these handbooks provide guidance on how to apply the basic skills needed to be successful in each of the critical areas.  They can serve as a basic guide when learning new skills, and as an important reference.

EXAMPLES OF HOW TO USE DAY-TO-DAY

To demonstrate why these handbooks can be such a useful tool, following are some examples of how a Manager or Supervisor can use them on a day-to-day basis.

Case 1: Improving Meeting Effectiveness

Tom Edwards, one of your Managers, wants to improve the meetings he holds.  As a Manager, he holds a lot of meetings—whether they’re with other group Managers, special project teams, or his staff.  Because time is precious, he wants these meetings to be as effective as possible.  To make sure he’s planned each meeting effectively, he pulls up “Meetings That Work” and follows the 8 steps for designing an effective meeting.  This helps ensure that he’s identified the meeting’s desired results, formulated an appropriate meeting purpose and agenda, invited the right participants, identified what people need to bring to the meeting or have done in advance, identified the right discussion process to use during the meeting (problem solving, brainstorming, decision making, etc.), and identified what might go wrong and he needs to avoid.

Tom uses this process for all the meetings he runs.  He can run through it quickly for smaller meetings, and use it as a detailed planning guide for longer ones.  By referring to “Meetings That Work” he’s found that his meetings are much more productive.

Case 2: Delegating Work

Sue Smith is one of your Supervisors.  Like many Supervisors, Sue has a very heavy workload.  Consequently, she needs to be able to delegate appropriate tasks to members of her staff.  As with many challenges faced by Supervisors, saying that you need to delegate more is far easier than actually doing it.  Fortunately for Sue, she has “Delegating for Results” .   This allows her to quickly refer to guidance on how to identify:

  • Tasks that are good candidates to delegate.
  • Who she can delegate the task to.
  • The appropriate level of delegation that she’s comfortable with.
  • What the person needs to be able to do the task successfully.
  • Plan and hold an effective delegation meeting with the person she’s delegating to.
  • Plan the right level of follow-up to make sure the task is being done the way she expects.

Because she’s found the process so effective, Sue refers to it every time she delegates a task to make sure she’s included the steps needed to delegate effectively.  Having “Delegating for Results” readily accessible makes it easy to do so.

Case 3: Coaching an Employee

Ed Jones, one of your Managers, needs to coach one of his employees.  He knows the importance of coaching, and the challenges.  To make sure he does it effectively, he pulls up “Coaching Skills for Managers and Supervisors”.  There he gets easy to understand guidance on how to:

  • Establish the groundwork so he can have an effective coaching relationship with the employee he’s coaching.
  • Analyze the employee’s current level of performance against expected levels, and identify areas needing improvement.
  • Identify and develop concrete examples of what he expects in terms of performance.
  • Identify any training the employee needs.
  • Plan and hold an effective coaching discussion to provide the employee with feedback on how they’re doing, and develop plans for making needed improvements.

Because it’s so handy, Ed can refer to “Coaching Skills for Managers and Supervisors” each time he needs to coach an employee, and get the guidance he needs to be effective.

Case 4: Managing a Project

Ellen Thompson, one of your Supervisors, is being asked to take the lead on several special projects.  She needs to be able to effectively use basic project management skills, but doesn’t need to become an expert in detailed project management or project software.  The key is to make sure that the team she’s leading follows the basics.  Fortunately, Ellen has “Project Management for Managers and Supervisors” easily accessible.  She pulls it up and refers to its guidance on how to:

  • Define the project’s scope, objectives, deliverables, critical success factors, resource needs, and collaboration requirements.
  • Break the work down into its major work blocks and tasks.
  • Develop an easy to use project schedule.
  • Monitor the project’s status, and what to do if she finds she’s off course.

Ellen finds that she refers to the handbook often, both to help her plan her next steps, as well as to make sure her plans include all the basic ingredients for a successful project.

Case 5: Managing Their Own Time

John Watkins, one of you Managers, wants to better manage his time.  Like most Managers, John finds that he is constantly stretched thin, often feeling like his time manages him more than he manages it.  Because time is scarce, he wants to learn the basics of time management and start putting them to practice as soon as he can.  To help him start managing his time better, John pulls up “Time Management for Managers and Supervisors.”  There he finds easy to understand guidance on the basics of time management from a Supervisor’s and Manager’s perspective, including advice on how to:

  • Analyze his job and identify what he should focus his time on to achieve what’s expected and his own personal goals.
  • Develop an ideal picture of how to allocate his time between his various activities.
  • Analyze how he’s currently spending his time and identify the gaps from his ideal picture.
  • Develop weekly and daily schedules so he can focus his time on the activities needed to achieve his goals.
  • Deal with time management challenges such as unexpected interruptions, non critical phone calls, high volumes of e-mail, and unproductive meetings.

After going through the steps, John found that he could gain at least 3 to 4 hours per week to devote to activities that he really wanted to spend time on.

Case 6: Providing Effective Leadership

Each of the people above have one thing in common.  They need to lead effectively. And this is no easy task.  While they have all read Leadership books or been to Leadership classes, they find it very difficult to translate the theory they’ve been exposed to, to what actions they need to take to lead effectively.  What they really need is a tool that helps them determine what to do given the situation they face.  And that’s where the “Leadership Framework” helps.

To lead effectively, it’s important that each understands what make leadership efforts succeed and why they fail.  That way they can focus their attention on doing the things necessary to make them succeed, and keep from overlooking some of the common reasons for failure.

Leadership efforts that succeed usually contain 8 key elements.  These are:

  • Being proactive and willing to act.
  • Setting and communicating a clear vision and direction.
  • Establishing and maintaining credibility with the people you’re trying to lead.
  • Getting commitment.
  • Setting the example.
  • Empowering others to do what needs to be done.
  • Confronting and overcoming barriers and obstacles.
  • Managing accomplishment of day-to-day efforts.

The “Leadership Framework” is a tool designed to provide guidance on what to do to be effective in each of these 8 key areas.  It provides sample actions, key questions, and measurement benchmarks (such as “can explain how we are going to meet our goal, etc.) for each area.  Consequently, whenever faced with a situation that requires them to lead effectively, (from helping their Groups deal with major changes, to leading special projects, or just making sure they provide effective day-to day leadership of ongoing operations) each of the Managers and Supervisors above pulls up “The Leadership Framework” and uses it as a guide on what they need to do.

Why These Handbooks Work

As you can see from these examples, the handbooks in the “Manager’s Toolkit” are designed so Supervisors and Managers can refer to them over and over again, and get the amount of guidance they need to be effective.  They provide the amount of guidance that most of us need to make sure we’ve covered all the bases when we confront these challenges, but don’t overwhelm us with excessive detail.

While each handbook is designed to stand alone, they can also work together.  Ellen, who’s running a project, wants to learn the basics of project management, but also needs to be able to design effective meetings.  John who is working on time management, finds he can gain more time if he can delegate more to his staff.  Sue, who is actively delegating, needs to be able to coach her employees on the tasks she’s delegated. All need to lead effectively.

To put these books to work for you, simply click on the links provided at the top of this post, or visit Amazon and input the desired title in the provided search box.

 

Coaching Skills for Managers and Supervisors – Part 1: Successful vs. Failed Coaching Efforts

One of the most important tasks for Managers and Supervisors is coaching their employees. Learn the skills you need to be an effective coach.

Note: Click Here to see a Sample  Kindle Version.  U.S. users can order directly.  Global users should  either click here, or visit your applicable Amazon website and input “Coaching Skills for Managers and Supervisors” in the search criteria.

One of the most important tasks for Managers and Supervisors is coaching their employees.

Good Coaching:

  • Helps employees understand what they should be doing and how.

  • Provides employees with important information on whether they are performing up to expectation and if not, how far off the mark they are.

  • Helps employees develop and enhance new skills needed for future positions.

Yet as important as it is, for many Managers and Supervisors, it’s also one of the most dreaded.  Managers and Supervisors often worry that their employees will react negatively to a coaching discussion.  Without the proper ground work employees may feel caught off guard, and indeed react negatively to what they consider as unwarranted criticism.

Despite these reservations, the ability to effectively coach employees and help them attain the desired level of performance and/or development is often the difference between a successful or unsuccessful Manager or Supervisor.  Consequently, as a Supervisor or Manager, the ability to successfully coach your employees is one of the most important skill sets you need to develop.

Successful Coaching Efforts

Successful coaching involves a number of key ingredients.  Some of the most important are:

  • The Manager/Supervisor has credibility in the employee’s eyes that the Manager/Supervisor knows what they’re talking about.

  • The employee trusts the coach’s opinion.

  • The Manager/Supervisor sets an environment conducive to effective communication.

  • The Manager/Supervisor makes sure that the employee receives the needed training on how to perform as expected.

  • Performance expectations and measurement criteria are clear.

  • Feedback on the employee’s performance is accurate.

  • The Manager/Supervisor provides feedback on things done well as well as areas needing improvement.

  • The Manager/Supervisor actively involves the employee’s ideas on how to make needed improvements.

Coaching Efforts That Fail

When coaching fails, it’s also often for some key reasons.  Some of the common ones are:

  • The employee doesn’t trust the Manager/Supervisor.

  • The Manager/Supervisor hasn’t established credibility in the employee’s eyes that they know what they are talking about.

  • The Manager/Supervisor sets a threatening atmosphere for the discussion.

  • The Manager/Supervisor hasn’t trained the employee how to perform as expected.

  • The employee doesn’t feel they’ve been told the applicable performance expectations and how they’re going to be measured.

  • The employee doesn’t feel the Manager/Supervisor’s feedback is accurate and objective.

  • The Supervisor/Manager can’t provide specific examples of what the employee needs to improve.

  • The Manager/Supervisor only concentrates on what the employee needs to improve and doesn’t praise things done well.

So How Do I Learn These Skills?

To help you learn how to coach effectively, KAW Consulting developed  “Coaching Skills for Managers and Supervisors” an electronic handbook that walks you step by step through the process of how to coach your employees effectively.

Written in clear, easy to understand language, you’ll learn how to:

  • Establish the groundwork to have an effective coaching relationship with your employees.

  • Determine expected performance levels for your employees’ major tasks and responsibilities.

  • Provide your employees with the needed training.

  • Analyze your employees’ current level of performance against expected levels, and identify areas needing improvement.

  • Hold an effective coaching discussion to provide employees with feedback on how they are doing, and develop plans for making needed improvements.

We’ve even included sample forms you can use to identify how you want to define expected levels of performance, develop training plans, analyze how well your employees are performing, and plan an effective coaching discussion.

Available in both Kindle and PDF

To meet the demands of our global users, “Coaching Skills for Managers and Supervisors” is now available in both Kindle and PDF versions.  U.S. purchasers can purchase both. International users eligible to purchase from Amazon can purchase the Kindle Version.  Both versions allow you to have it accessible each time you need to coach an employee.

KINDLE Version

Click Here to see a Sample  Kindle Version.  U.S. users can order directly.  Global users should  either click here, or visit your applicable Amazon website and input “Coaching Skills for Managers and Supervisors” in the search criteria.

PDF Version

For U.S. users, the PDF version allows you to store “Coaching Skills for Managers and Supervisors” on your computer so you have it accessible each time you need to coach an employee. It includes hyperlinks so you can jump right to the page or section you need without having to spend time scrolling through unneeded pages. If you want hard copy you can print what you need.

You can purchase single copies or share with additional users by purchasing additional licenses. This makes it easy for organizations to increase the productivity of their staffs.

You can buy single copies for the low price of $21.95.

Sharing with additional users is also easy–just purchase additional licenses at $19.95 per user.

To view a sample and instructions on how to purchase the PDF version online click here.

Note: PDF Version available to only U.S. customers at this time.