DELEGATION readysetpresent.com Delegation Program Objectives ( 1 - - PowerPoint PPT Presentation

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DELEGATION readysetpresent.com Delegation Program Objectives ( 1 - - PowerPoint PPT Presentation

DELEGATION readysetpresent.com Delegation Program Objectives ( 1 of 3 ) Understand the benefits of delegation. Define delegation, and identify its benefits and uses. Explain the basic methods involved in successful delegation. Explore the


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DELEGATION

readysetpresent.com

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Program Objectives

( 1 of 3 )

Delegation readysetpresent.com

Understand the benefits of delegation. Define delegation, and identify its benefits and uses. Explain the basic methods involved in successful delegation. Explore the methods and techniques of delegation. Explain how to overcome resistance to a delegated task.

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Program Objectives

( 2 of 3 )

Delegation readysetpresent.com

Recognize the steps toward effective delegation and the skills needed for it. Learn the key steps in the control process. Explain how to utilize recognition, rewards, and sanctions. Use two-way communication to improve the level

  • f understanding.
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Program Objectives

( 3 of 3 )

Delegation readysetpresent.com

Form a plan of action to increase your use of delegation and the success of the task you delegate. Practice delegating new tasks. Identify your own strengths and limitations in the process.

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A CHALLENGE

Please write a one sentence definition of EFFECTIVE DELEGATION.

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Definition

Delegation readysetpresent.com

Appointing a person to act on one's behalf.

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Another Definition

Delegation readysetpresent.com

Delegation is the entrusting of authority, power and responsibility to another.

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Etymology

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The word “delegation” was first used to mean “the act of delegating” in the 1610’s. It was previously used as “delagacie” in the mid-15th century. It is possibly from the French word, “délégation” or directly from the Latin word, “delegationem.”

Online Etymology Dictionary

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Quote

Delegation readysetpresent.com

“Whatever the source of the leader’s ideas, you cannot inspire your people unless one expresses vivid goals, which in some sense, they want.” David McClelland

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Delegation Diagram

Delegation readysetpresent.com

Review Get involved Decide and agree on a goal Understand concerns, feelings, and suggestions Clarify objectives Understand and assess the task

Model adapted from Leadership Champions

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Do’s Don’t ‘s

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Do’s and Don’t’s

(1 of 4)

Delegation readysetpresent.com

Give reasonable deadlines. Give unreasonable deadlines. Expect an employee to do a task out of their area of expertise. Provide training on how to perform the task. Provide assistance and feedback. Micromanage.

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Do’s Don’t ‘s

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Do’s and Don’t’s

(2 of 4)

Delegation readysetpresent.com

Check for progress. Expect the employee to complete the task without checking on them once in a while. Assign necessary tasks. Assign unnecessary, unpleasant tasks. Review the delegate’s work. Accept the delegate’s work without reviewing it.

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Do’s Don’t ‘s

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Do’s and Don’t’s

(3 of 4)

Delegation readysetpresent.com

Provide opportunities to willing employees. Require assistance of employees who are reluctant to help. Reward and/or recognize the delegate’s hard work. Ignore the delegate’s hard work. Choose a reliable delegate. Choose an unreliable delegate.

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Do’s Don’t ‘s

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Do’s and Don’t’s

(4 of 4)

Delegation readysetpresent.com

Provide written instructions. Expect the delegate to remember instructions that are not in writing. Ask for volunteers. Assign the job to someone who is unwilling. Give full credit to the delegate. Take credit for delegated work.

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Scenarios

(1 of 6)

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Scenario #1: You have delegated a task, and you do not think that the person is doing a good job. What do you do?

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Scenarios

(2 of 6)

Delegation readysetpresent.com

Give the delegate constructive feedback. Provide training on how to perform the task. Give written instructions. Ask the delegate if they are in need of assistance. Compliment the delegate on what they are doing correctly. Tell the delegate what you want them to do.

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Scenarios

(3 of 6)

Delegation readysetpresent.com

Scenario #2 You have delegated a task, and the person has not made enough progress for the upcoming deadline. What do you do?

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Scenarios

(4 of 6)

Delegation readysetpresent.com

Schedule check-ins to monitor progress. Ask if there is a problem. Ask if the delegate needs assistance. Remind the delegate that the deadline is approaching. If possible, move the deadline to a more reasonable date.

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Scenarios

(5 of 6)

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Scenario #3 You have delegated authority, and the delegate has been over-stepping. What do you do?

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Scenarios

(6 of 6)

Delegation readysetpresent.com

Remind the delegate what they have authority over and what they do not. Ask the delegate to be more careful about using authority. Remind the delegate that they are acting on your behalf. Take away some authority from the delegate, while still allowing them to have some authority.

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Successful Delegation

Delegation readysetpresent.com

Makes work easier. Improves efficiency. Increases employee effectiveness. Develops employees. Ensures that the right people do the right jobs.

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Why Is It Useful?

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It decreases the amount of responsibility that managers have. It increases a manager’s capacity to be productive.

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Manager Benefits

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Decreases stress Decreases number of responsibilities Allows time for more important tasks Improves time management Develops more skilled and reliable employees Increases trust in employees

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Employee Benefits

Delegation readysetpresent.com

Develops skills Provides new tasks and responsibilities that inspire interest Increases self-esteem and confidence Increases motivation Provides opportunities Increases trust

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Employee Benefits

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Choose a delegate who… Has strengths that are compatible with the task. Has a job with which the task is consistent. Has a job with which the task is consistent. Is not already overwhelmed by work. Is seeking an opportunity for self-improvement and increased responsibilities. Has sufficient training and experience. Is responsible, reliable, trustworthy, and is a hard worker.

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Requires the delegate to perform a task Puts the delegate in a position of inferiority Makes the delegate accountable for the task

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Delegating Authority vs. Tasks

Delegation readysetpresent.com

Gives the delegate the power to lead others Gives the delegate superiority over

  • ther employees

Makes the delegate assign responsibilities to

  • ther employees

Shifts respons- ibility to another person

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Employee Training

Delegation readysetpresent.com

Cross-training Makes Employees More

Promotable. Skilled. Aware. Valuable.

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DELEGATE TO GET HELP!

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Authority: Authority can be delegated as long as it is within reason. Responsibility: Even if a manager delegates work, the ultimate responsibility is the manager’s. Accountability: Managers can hold employees accountable for tasks that they delegate to them.

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Is Clarity Essential?

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Delegation!

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This does not mean relinquishing a position. It means delegating tasks that can be performed by others. Delegation NOT Abdication

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Five Reasons To Delegate

(1 of 2)

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Keeps employees informed and capable. Encourages employees to succeed. Creates a happier and more productive environment.

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Five Reasons To Delegate

(2 of 2)

Delegation readysetpresent.com

Establishes trust in all directions.

  • Trust and honesty are

the characteristics that are most wanted in a leader.

  • Employees in high trust

relationships are better problem-solvers.

Improves the business.

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When to Delegate

Delegation readysetpresent.com

When an employee has more knowledge or experience for accomplishing a certain task When you have more important tasks to attend to When tasks offer an employee an opportunity for experience and training When the task is recurring

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When Not to Delegate

Delegation readysetpresent.com

When the task is menial to the extent that it is insulting When the task is a waste of time When the task is beyond the employee’s expertise When employee is already overwhelmed by workload When tasks are exclusive to managerial positions, e.g., performance reviews and discipline

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GIVING AWAY HATS HELPS

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Mission vs. Administrative Work

Delegation

Mission Work: Operational activities that contribute directly to the production goals

  • f the group.

Administrative: Management activities that contribute indirectly to the production goals of the group.

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CAUTION

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While delegation can be an invaluable tool in maximizing a manager’s productivity, it still requires planning and consideration. Before a manager delegates, it is important for them to be aware of the pitfalls of delegation.

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Mission vs. Administrative Work

Delegation readysetpresent.com

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COMMON OBJECTIONS

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Common Objections

(1 of 3)

Delegation readysetpresent.com

Preference for doing the work yourself. “Why do I need to delegate a job I like to do?” Fallacy of omnipotence. “I can do it better myself.” Lack of experience in delegating. “How can I best mobilize my employees?”

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Common Objections

(2 of 3)

Delegation readysetpresent.com

Refusal to allow mistakes or accommodate acceptable differences. “I don’t have the time to waste.” Lack of confidence in employee’s ability. “My employee may botch it up.”

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Common Objections

(3 of 3)

Delegation readysetpresent.com

Disinclination to develop team members. “I won’t have the answers if my manager asks me a question.”

  • Insecurity. “People will think I’m lazy.”
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Why Not?

Delegation readysetpresent.com

A bad past experience? Doubt your employees? Too much initial effort? Fear of losing control? Ego?

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Barriers to Delegation

Delegation readysetpresent.com

Desire to accomplish everything yourself Fear of relinquishing control Lack of support Lack of communication Lack of planning Lack of employees with the capability to complete the task Micromanagement

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Micromanagement

(1 of 3)

Delegation readysetpresent.com

Micromanagement occurs when a manager has delegated a task, yet refuses to relinquish control. The manager:

  • Provides too much guidance.
  • Gives too many instructions.
  • Insists on having the task done in a

specific way.

  • Does not allow the employee the

space to complete the task.

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Micromanagement

(2 of 3)

Delegation readysetpresent.com

  • Does not give the employee

time to learn how to complete the task.

  • Does not allow the employee

to make decisions.

  • Does not allow the employee

to work independently.

  • Is overly-involved in the task.
  • Demands perfection.
  • Tries to work on the task

despite delegation.

  • Revokes the task after it has

already been assigned.

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Micromanagement

(3 of 3)

Delegation readysetpresent.com

Micromanagement can be avoided by…

  • Clearly defining the task and

the roles that people play in accomplishing the task.

  • Setting standards and

expectations before the task begins.

  • Establishing a timeline for

completion.

  • Establishing predetermined,

scheduled checkpoints.

  • Following the plan and

sticking to personal responsibilities.

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OVERCOME NEGATIVE ATTITUDES

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Overcome Negative Attitudes

Delegation readysetpresent.com

Awareness is the first step. Address your feelings, and prepare yourself.

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What About Employees?

Delegation readysetpresent.com

Anticipate their objections. Review job descriptions and pay rates to be sure you are taking appropriate steps. Spend adequate time informing employees.

  • Discussing
  • Training
  • Supporting
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Misunderstandings

Delegation readysetpresent.com

Good delegators are good managers. Managers must delegate whenever possible. The higher the decision-maker, the better the decision. Delegation is abdication. Delegation implies diminished control.

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Indifference

Delegation readysetpresent.com

Delegated projects need not be divisive to the group. If the responsibility will elevate the status of the delegate, consider carefully. Remember: Low group morale often results in low productivity.

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Inflexibility

Delegation readysetpresent.com

Will the delegates feel that this task:

  • simply is not his or

her job?

  • is substantial or

permanent enough to require a pay rate adjustment? It might be wise to consider formal job descriptions when considering significant delegations.

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Minimizing Potential

Delegation readysetpresent.com

Delegation is not a shortcut. Without the proper attention, delegated responsibilities may be done slowly or improperly. This causes frustration and stress for both delegator and delegate.

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However, Don’t Despair

Delegation readysetpresent.com

Delegation can have positive outcomes for all involved. Most people in the workforce enjoy a new challenge and the chance to stretch skills that normally go unused in their existing capacities.

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Tasks That Can Be Delegated

Delegation readysetpresent.com

Tasks closely related to those the employee is already doing Tasks with clearly defined procedures and end results Repetitive tasks which could be made part of the normal work flow Tasks enabling employees to develop themselves

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Tasks That Cannot Be Delegated

Delegation readysetpresent.com

Tasks of a highly sensitive nature (e.g., salary review and disciplining). Tasks not clearly defined, or about which uncertainty exists.

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The Delegator’s Tasks

Delegation readysetpresent.com

To identify your attitudes and analyze whether these will help or hinder the process To analyze the tasks or projects that may be delegated To assess the strengths of the potential delegate

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OVERALL PERFORMANCE RATING

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How Are Your Delegation Skills?

Delegation readysetpresent.com

Do You Use The Delegation Process? Frequently? Effectively? Efficiently? Confidently?

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Three Categories of Duties

Delegation readysetpresent.com

Tasks, assignments and responsibilities that can be passed along. Tasks that may be delegated in a time of crisis. Tasks that must never be delegated.

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A Note About Semantics

Delegation readysetpresent.com

Though we will use them interchangeably, these words carry different connotations. Task: an assigned piece of work with a deadline or completion date. Responsibility: something for which someone is accountable for on a regular/ongoing basis. Project: a group of tasks to be completed alone or with

  • thers, usually with a

specific completion date.

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Analysis Of The Situation

Delegation readysetpresent.com

Opportunities Attitudes Tasks When deciding whether and how to delegate, three areas must be considered.

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QUESTIONS BEFORE DELEGATING

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Questions Before Delegating

Delegation readysetpresent.com

The following questions can provide managers with an analysis of the situation and help them determine if they need to delegate.

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Questions Before Delegating

Delegation readysetpresent.com

Have you considered the situation? Have you considered your goals? Have you considered your comfort? Have you considered your group?

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Questions To Ask Before

(1 of 5)

Delegation readysetpresent.com

Consider the situation: Is the employee willing to take

  • n the new

responsibility? Is the employee able to carry out the task?

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Questions To Ask Before

(2 of 5)

Delegation readysetpresent.com

Consider the situation (cont’d): Do you have all the information and expertise you need, and does the employee? Do you have time to delegate, especially if you must provide ongoing support and feedback?

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Questions To Ask Before

(3 of 5)

Delegation readysetpresent.com

Is this immediate problem, decision, or task your only concern? Are you trying to give others an opportunity to be visible or provide challenges? Group delegation: are you trying to promote teamwork? Consider your goals:

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Questions To Ask Before

(4 of 5)

Delegation readysetpresent.com

Are you able to “let go” and turn the work over to someone else? What are the risks if the job is not done on time or correctly? Group delegation: is a conflict among the team members likely? Consider your comfort:

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Questions To Ask Before

(5 of 5)

Delegation readysetpresent.com

How capable is/are the employee/s? How much is known about the issue? How well can the employee work alone? Consider your team/group:

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EFFECTIVE DELEGATION CHECKLIST

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Effective Delegation Diagram

Delegation readysetpresent.com

Results Explain the results you want Guidelines Explain any restrictions Accountability Deadlines, standards reporting Effective Delegation Consequence What are the positive and negative impacts

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Effective Delegation Checklist

(1 of 4)

Delegation readysetpresent.com

Maintain a two-way dialogue. Conduct a relaxed/unhurried session. Clarify the overall goals. Specify immediate objectives. Explain significance of each phase of the activity.

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Effective Delegation Checklist

(2 of 4)

Delegation readysetpresent.com

Make accountability clear. Tell whoever else needs to receive information. Reach agreements about how long the assignment will take.

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Effective Delegation Checklist

(3 of 4)

Delegation readysetpresent.com

Set specific deadlines for each phase of work. Ask questions to ensure the assignment is understood. Discuss how the job will be done. Stipulate the final product's format.

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Effective Delegation Checklist

(4 of 4)

Delegation readysetpresent.com

Set up systems to monitor progress and document performance. Give sufficient authority to accomplish the job (time and budget parameters).

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CHECKPOINTS

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Checkpoints

(1 of 2)

Delegation readysetpresent.com

Review key dates and deadline. Decide how often to meet with the delegate and what other reports or communications are necessary.

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Checkpoints

(2 of 2)

Delegation readysetpresent.com

Determine the controls: Will the delegate be totally independent? Will the delegate make his or her own decisions? Will the manager help? If so, how much and how often?

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Contracting

Delegation readysetpresent.com

Offer

  • A promise to do something.

Acceptance

  • An agreement that it can be done.

Consideration

  • A promise to give something of value in return.
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Effective Delegation – 6 Steps

Delegation readysetpresent.com

1 2 3 4 5 6 Determine what to delegate. Assess what skills are needed. Define the task. Supply authority and support. Check progress. Appropriately reward success.

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Managing Delegated Tasks

Delegation readysetpresent.com

Keep a list of delegated tasks. Train the delegate to perform the task. Check in with the delegate to keep informed about progress and to offer assistance. Review work thoroughly. Provide feedback. Reward or recognize the delegate.

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DELEGATION OPPORTUNITIES

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Delegation Opportunities

(1 of 2)

Delegation readysetpresent.com

Develop reports. Problem-solve. Gather facts. Plan. Supervise a project.

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Delegation Opportunities

(2 of 2)

Delegation readysetpresent.com

Represent the manager at meetings. Be a liaison to others. Perform departmental routines. Train with discretion.

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Use Your Judgment

Delegation readysetpresent.com

SOME TASKS SIMPLY MUST NOT BE DELEGATED.

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When No One Is Qualified

Delegation readysetpresent.com

Can you bring an employee up to speed to complete this task? Do you have the time to help someone develop his

  • r her basic skills?

Questions to Ask: If not, don’t delegate it!

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Crisis Delegation

(1 of 2)

Delegation readysetpresent.com

Emergencies: Hold as many tasks as possible until your return. Leave a list of instructions about what you want accomplished by whom and in order of priority. OR

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Crisis Delegation

(2 of 2)

Delegation readysetpresent.com

Foreseen Absences: Appoint a substitute. Brief appraisal of essential information.

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What Else Can It Be?

Delegation readysetpresent.com

Unification for the team Commitment to innovation Challenge to others’ creativity and perspectives Sense of achievement for delegate and group

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“Personal” Benefits

Delegation readysetpresent.com

Greater results in less time Increased thinking and planning time Decreased emotional stress on the job Enhanced image and influence as a developer of people

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“Organizational” Benefits

Delegation readysetpresent.com

Reduction of personnel turnovers Decrease in absenteeism Gain in productivity from the present team Maintenance of product/project and quality service

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Sanctions

(1 of 2)

Delegation readysetpresent.com

Consequences for tasks poorly performed or not performed at all must always be related to what is valued by the person receiving them.

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Delegation readysetpresent.com

Corrective Actions:

  • Additional training.

Punishment:

  • Losing the assignment.

Sanctions

(2 of 2)

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Model For Realistic Expectations

Realistic Expectations Results Means Authority Standards Deadlines Reports

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WISE WORDS

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Delegation readysetpresent.com

Wise Words

If you want one year of prosperity, grow grain. If you want ten years of prosperity, grow trees. If you want one hundred years of prosperity, grow people. Chinese proverb.

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New and more diverse skills. Heightened sense of contribution. More confidence in self and role within team.

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Increased Involvement

Delegates Obtain:

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Flexibility

(1 of 2)

For Delegator More time and energy for central aspects of responsibility.

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Flexibility

(2 of 2)

For Delegate Additional skill and knowledge encourage greater productivity. Ability to assume new roles in growth or crisis situations is important.

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Delegating Upward:

Shared decision-making: sharing responsibility in specific situations. Critical circumstances: difficult questions are often not well-defined. Authority from the top: resolution of dissent or misunderstanding.

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Delegation readysetpresent.com

Delegating Across

Special authorizations Conveying the manager’s opinion when they are not present Checking on a work problem

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Delegation readysetpresent.com

Delegating To The Experts

Do so largely for information and advice, not decision-making. As in other delegation, be sure to have clear and specific objectives. During the process, ascertain that you have all relevant information. Lastly, a display of gratitude will smooth the path to another delegation.

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Maximizing Potential

Placing a person in a new situation often taps unused resources that are beneficial to the individual, the leader and the entire

  • rganization.
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REWARDS

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Delegation readysetpresent.com

Rewards

Whether tangible or intangible, rewards must always be of value to the person receiving them.

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Payoffs

Rewards Recognition Praise Basic Communication

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Sell The Benefits

Meet needs. Meet wants. Meet requirements.

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REVIEW THE SIX STEPS

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1 2 3 4 5 6 Determine what to delegate. Assess what skills are needed. Define the task. Supply authority and support. Check progress. Appropriately reward success.

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Review The Six Steps

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Discipline

As the backbone of management authority, discipline must not be passed along.

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Maintaining Morale

Is another essential for leadership. Help with morale building activities can be delegated, although guiding the group attitude is the manager’s responsibility.

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Complex Or Personal Situations

Do not evade what you are uncertain how to handle. Even a capable employee must not be expected to deal with a situation of great difficulty or one which is crucial to your own position.

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DELEGATION VS. DISCUSSION

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Delegation

  • Vs. Discussion

Employees can offer valuable perspective and insight. Discussion does not have to lead to delegation, although it may still prove valuable to your own managerial comprehension.

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You’ve Got Your Task

Now who can you give it to? How do you choose the right employee(s)?

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What is Needed

Skills? Ability? Knowledge? Speed? Accuracy? Timing? Detail?

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OPTIONS

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Options

(1 of 3)

Who has the skills, speed, and knowledge? Who is available? Can they accomplish it within the time frame?

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Options

(2 of 3)

If not, do you need to change his/her workload or to choose someone else? Who wants to do it?

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Options

(3 of 3)

If not, can you change his/her attitude with training, or do you need to choose someone else?

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Other Employees

Group tasks or multi- delegation can be useful tactics. Spread out delegation to increase experience, stimulation and cooperation.

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SELECTION CONSIDERATIONS

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Selection Considerations

(1 of 2)

Give every level of employee, from mediocre to expert, a chance to improve through a challenge. A manager can delegate more than

  • ne task to an

employee as long as they avoid overloading him or her.

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Selection Considerations

(2 of 2)

The more widely a manager delegates, the broader the capabilities

  • f his or her group.

Use delegation as reinforcement of your confidence in, and approval of, a person.

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Not In The Selection Pool

New Marginal From other departments Employees who are:

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Delegate Communication

Simple tasks need to be communicated verbally. Usually, a written description or guide is necessary.

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COMMUNICATION INGREDIENTS

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5 Communication Ingredients

(1 of 2)

Review: the goals and objectives. Decide: what background information needs to be known. Ask: whether the delegate would prefer verbal or written information.

  • Does the delegate need to be trained?
  • If yes, by whom? You? Another employee? … or … An outside training session?
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5 Communication Ingredients

(2 of 2)

Complete: a preparation plan which will include support and guidance. Include: specific ways to encourage and support your delegate.

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5 Communication Ingredients Diagram

Communication Ingredients Review Decide Ask Complete Include

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Authority And Support

The delegator is ultimately responsible for the successful completion of the delegated task. The balance between the delegator’s confidence and interest can “make or break” a delegation.

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Planning to Entrust

What is being done to support the delegate? What decisions can the delegate make alone? What resources can the delegate use alone?

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Further Communication

Who else needs to know about the delegation in order to be aware of shifts in responsibility and decision-making?

  • Other employees?
  • Other departments?
  • Other organizations or clients?

Make a communication plan (verbal or written) available to those who need to know.

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Acknowledge Stumbling Blocks

Include in the communication an identification of any problems or pitfalls that the delegate may encounter, and include your advice

  • n how to deal with them.
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Completion

How will you know when the project is completed? How will the delegate know? What are the formal and informal measures to be taken?

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Rewarding Final Production

Decide how the project, task or responsibility will be critiqued when completed. Ask who needs to be notified upon completion. Plan ways to thank those who assisted. Reward, recognize and publicize the delegatee’s accomplishments.

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COMPLETION CHECKLIST

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Completion Checklist

(1 of 2)

Tie up loose ends. Report results. Use, implement or publicize the finished product. Critique both the task and the process. Review lessons learned – for delegate and delegator.

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Completion Checklist

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Thank assisting parties, including the delegate. Reward the delegate. Report to yourself the flaws, strengths and lessons learned.

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New Directions For Delegation

Delegation is not

  • nly a “trickle-

down” effect. In some circumstances, it is wise to delegate upward and across.

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WHAT IS YOUR NEXT STEP

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Action Plan

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What are you going to take action on? Start with the three easiest items.

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Be as systematic as possible. Rank the behaviors in terms of their complexity or degree of difficulty. Rank the behaviors in terms of chronological order. List specific behaviors.

Action Steps

( 1 of 4 )

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Advance to a more difficult behavior. Break difficult behavior down into several smaller behaviors. Attach time limits to each behavior. Begin with the least difficult behavior.

Action Steps

( 2 of 4 )

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Review all previous behaviors. Advance to next most difficult behavior. Measure and evaluate. Repeat specific behavior until mastered. Keep records (preferably visual).

Action Steps

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Reinforce through reward and punishment. Use visual reminders (pictures, charts, etc.) Remember: "A small goal is enough!"

Action Steps

( 4 of 4 )

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