Wednesday, July 22, 2009

How to delegate

How to delegate

Delegation is a process, not a one-off activity, and it needs to be done well to ensure success. The steps of the process are set out below.

The amount of your time and the level of formality you apply to each step will depend on a number of factors: the nature of the task to be delegated, how critical it is and the level of experience of the person carrying it out. The key point is that you need to include all the steps to ensure success.

Step 1: Define the task

What is the nature of the task you are delegating? Make sure that you have a clear idea in your own mind about what it is you want done. It should meet the criteria for delegation (see What to delegate).

Part of the definition of the task should be to identify the actual customer of the task, internal or external, and decide what a successfully completed task would mean to them. If you don't know what this is, go and ask them!

Step 2: Choose the person

Consider the checklist in Who to delegate to. If the person to whom you are delegating a task needs any training, make sure it's in place before they start.

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If you want to build a ship, don't drum up the men to gather the wood, divide the work, and give orders. Instead, teach them to yearn for the vast and endless sea.

Antoine de Saint Exupery

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Step 3: Agree objectives and scope

You need to explain what the job is and why you are delegating it to this person. This is critical.

You want to ensure that the person is enthusiastic and motivated to take on this work, and will not see it as just another task to add to their already lengthy to-do list.

You might also want to use the SMARTway of agreeing objectives:

·        Specific – it is very easy to give vague instructions that can be misinterpreted. Give clear guidance and agree together what the scope of the work is and what it isn't. Are you giving them authority to act, to make decisions, to spend money, or what? Are you asking for a recommendation, but might make a different decision if you disagree? It is essential to agree all of this in advance. Ensure understanding by getting feedback from the other person on what they think they have been asked to do.

·        Measurable – how will you measure success? Both of you need to understand what the success criteria are. Think about success in terms of benefits also, and what these mean to the task's cutomer, rather than just looking to the technical result.

·        Agreed – make sure that you both agree about all aspects of the task. People cannot be held responsible for something to which they have not agreed and they will be more committed if they have been allowed to contribute to its set up.

·        Realistic – this might seem obvious, but many people are given unreasonable targets or inadequate budgets. Set your people up for success, not failure. They may need resources – budget, equipment, other people's time. Whatever they need, it's your responsibility to make sure that it's available.

·        Time-bound – be clear about when things must be completed (both intermediate and final deliverables).

You may also need to inform others that you are delegating this work to this person. These others might include your boss, your peers and/or your customers. Involve the other person in thinking about this, so that they understand the full scope of the work, but do not leave it to them to let others know of their new responsibility. Pay particular attention to any internal politics or difficult situations that might be relevant.

Help your delegate to understand how this task fits into the bigger picture of the organisational goals and mission. This will give them a better sense of why it is important. Don't just assume that they will know this.

Step 4. Deal with any concerns or objections

Ensure they answer yes to the following questions:

1.            Do you know what to do?

2.    Do you have the resources you need?

3.    Can you do it?

4.    Will you deliver according to what we agreed?

Finally, when you have a yes to the first four questions, ask

5.            Is there anything else that needs to be discussed?

Please don't assume the answers. Actually ask the questions.

In effect, you are agreeing a contract with them. It is often a good idea to ask the person to send you an email detailing what they think they have contracted to do.

You need to carry through with this step because you absolutely must know if there are any concerns or objections lurking in the background that could derail the task. These might not even be related to the task: for example, the task may require someone to do something at a certain time each day that will then stop them from using their flexitime arrangements to collect their children from school.

A common reason for reluctance to take on a delegated task is the perceived zone of activity according to the following graph. Ideally you will be delegating tasks into the Stretch or Mastery zones.


The key here is that it is the perception of the delegatee that is important.

If you delegate a task to someone and they end up in the panic zone, you need to alter their perceptions, as they will not be able to perform while in this state. In order to get them, in their mind, to change zones, you must either increase their perception of their competence or decrease their perception of the difficulty of the task. You have several options to consider:

·        Point out that they have done something similar before – they may not have made the connection

·        Say that they can call on help from another person who has done it before

·        Show them how to do it

·        Send them on a training course

·        Break the task into pieces they consider manageable

·        Ensure they have understood the task correctly, as they may see difficulties where there are none

·        Redefine the task in terms they understand.

If you delegate a task and the person ends up in the drone zone, there is less you can do, but these types of routine, boring task still need to be done. Try to find some way of increasing the person's perception of the difficulty of the task, for example:

·        You can turn it into a challenge: for example, 'Sally did this last week in two hours'

·        Give them a reward task to do once the boring job is finished

·        Give them a frontal lobotomy (joking!)

·        Have them do it in parallel with another, more demanding, task

·        Have them think about ways to change the process, improving the task

·        Delegate two people to the task and make one of them responsible, and a teacher for the other.

Step 5: Let them get on with it

Having set them up, the important thing is to let them get on with it. Trust them to do the job. They will not do it exactly as you would – they may not even do it as well as you could – nevertheless, leave them to get on with it, unless you see something actually going wrong.

If things are going wrong, resist the urge to put them right. Clearly, you want things fixed as quickly as possible but, equally, you don't want to create a feeling among your team that you'll leap in and sort things out whenever they go wrong.

If there is a problem, firstly concentrate on the solution, rather than what caused the problem. Encourage a belief among your team that they can come to you safely and talk to you without being heavily criticised (so, 'how could you be so stupid?' is definitely not a recommended opener!). Also encourage them to come with a recommendation or, at least some ideas about what to do.

Make sure that your staff understand why the error occurred and that they agree both the action to be taken to put it right and the changes needed to prevent it happening again.

You want to create a culture where people are not so afraid to admit mistakes that they try and cover them up, but where they actively look for problems and are willing to come and talk to you about them.

Step 6: Monitor progress

You will have agreed review points when agreeing objectives. You need to stick to these – missing review meetings will indicate lack of commitment on your part and unscheduled reviews will give the impression that you are interfering. Make sure you cover all the action points from previous meetings and that you have done everything you promised to do!

The key here is doing sufficient monitoring to manage the risks. If someone is new to a task, you may ask them to bring their plan of action to you for approval before they actually start. If they have done the task successfully many times before, you may just need to know when it has been done. See Levels of delegation and there is also more in the topic on Risk Management.

Step 7: Coach them, where appropriate

You may choose to give formal coaching sessions, reviewing progress, checking concerns and previewing future actions. There will also be lots of other opportunities in day-to-day work. It is particularly valuable to listen for such opportunities. They might include occasions when

·        They ask for your advice

·        They ask you to solve a problem

·        They ask you to make a decision

·        They say something like 'I'm not sure how to... ' or 'I can't...'

·        You review a project or piece of work

·        You notice something that could be improved

·        You are involved in a team task with them.

A simple and effective approach to adopt whenever these opportunities occur is suggested below.

1.    Have helping this person to develop as your primary objective.

2.    Ask what they want to achieve.

3.    Ask questions.

·         Where have they got to?

·         What's working

·         What's not working?

·         What have they tried?

·         What else could they try?

4.    Add in any other options and suggestions of your own (if necessary).

5.    Ask them what they want to do.

6.    Ask them to let you know how it went.

7.    Praise them appropriately.

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Motivation is like food for the brain. You cannot get enough in one sitting. It needs continual and regular refills.

Unknown

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See the Coaching topic for more help.

Step 8: Feedback on results

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There are two things people want more than sex and money... recognition and praise.

Mary Kay Ash

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Clearly, you need to review with the person whether they have achieved their agreed objectives. More than this, you should discuss how well they have done – what went well and what could be improved. And, if they have succeeded, give them the full credit, both in private and in public.

This is also an ideal opportunity to discuss with them what their next stretching task could be.

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A real leader faces the music, even when he doesn't like the tune.

Anon

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If things have not been successful, you must review with them why things did not go to plan and deal with the problems. And then, always, always support them and take any flak that comes.

Remember the definition of delegation – you have trusted them with the authority to act on your behalf. This means that the result is still your responsibility and you must accept that, whatever happens. If you do this, you will build great trust and loyalty among your team. If you don't, you will undermine all the good work you have already done.


Successful Delegation





Using the Power of Other People's Help

Even "Super-You" needs help and support. There is no shame in asking for assistance. Push aside the pride and show respect for the talent others can bring to the table.

And, remember that there is no such thing as a single-handed success: When you include and acknowledge all those in your corner, you propel yourself, your teammates and your supporters to greater heights.
- Author Unknown.

Do you feel stressed and overloaded? Or that your career seems stalled? If so, then you may need to brush up your delegation skills!

If you work on your own, there's only a limited amount that you can do, however hard you work. You can only work so many hours in a day. There are only so many tasks you can complete in these hours. There are only so many people you can help by doing these tasks. And, because the number of people you can help is limited, your success is limited.

However, if you're good at your job, people will want much more than this from you.

This can lead to a real sense of pressure and work overload: You can't do everything that everyone wants, and this can leave you stressed, unhappy, and feeling that you're letting people down.

On the positive side, however, you're being given a tremendous opportunity if you can find a way around this limitation. If you can realize this opportunity, you can be genuinely successful!

One of the most common ways of overcoming this limitation is to learn how to delegate your work to other people. If you do this well, you can quickly build a strong and successful team of people, well able to meet the demands that others place.

This is why delegation is such an important skill, and is one that you absolutely have to learn!

Why People Don't Delegate

To figure out how to delegate properly, it's important to understand why people avoid it. Quite simply, people don't delegate because it takes a lot of up-front effort.

After all, which is easier: designing and writing content for a brochure that promotes a new service you helped spearhead, or having other members of your team do it?

You know the content inside and out. You can spew benefit statements in your sleep. It would be relatively straightforward for you to sit down and write it. It would even be fun! The question is, "Would it be a good use of your time?"

While on the surface it's easier to do it yourself than explain the strategy behind the brochure to someone else, there are two key reasons that mean that it's probably better to delegate the task to someone else:

· First, if you have the ability to spearhead a new campaign, the chances are that your skills are better used further developing the strategy, and perhaps coming up with other new ideas. By doing the work yourself, you're failing to make best use of your time.

· Second, by meaningfully involving other people in the project, you develop those people's skills and abilities. This means that next time a similar project comes along, you can delegate the task with a high degree of confidence that it will be done well, with much less involvement from you.

Delegation allows you to make the best use of your time and skills, and it helps other people in the team grow and develop to reach their full potential in the organization.

When to Delegate

Delegation is a win-win when done appropriately, however that does not mean that you can delegate just anything. To determine when delegation is most appropriate there are five key questions you need to ask yourself:

  • Is there someone else who has (or can be given) the necessary information or expertise to complete the task? Essentially is this a task that someone else can do, or is it critical that you do it yourself?
  • Does the task provide an opportunity to grow and develop another person's skills?
  • Is this a task that will recur, in a similar form, in the future?
  • Do you have enough time to delegate the job effectively? Time must be available for adequate training, for questions and answers, for opportunities to check progress, and for rework if that is necessary.
  • Is this a task that I should delegate? Tasks critical for long-term success (for example, recruiting the right people for your team) genuinely do need your attention.

If you can answer "yes" to at least some of the above questions, then it could well be worth delegating this job.

Other factors that contribute to the delegability of a task include:

  1. The project's timelines/deadlines.
    • How much time is there available to do the job?
    • Is there time to redo the job if it's not done properly the first time?
    • What are the consequences of not completing the job on time?
  1. Your expectations or goals for the project or task(s), including:
    • How important is it that the results are of the highest possible quality?
    • Is an "adequate" result good enough?
    • Would a failure be crucial?
    • How much would failure impact other things?

That being said, having all these conditions present is no guarantee that the delegated task will be completed successfully either. You also need to consider to whom you will delegate the task and how you will do it.

The Who and How of Delegating

Having decided to delegate a task there are some other factors to consider as well. As you think these through you can use our free Delegation Worksheetto keep record of the tasks you choose to delegate and who you want to delegate them to.

To Whom Should You Delegate?

The factors to consider here include:

  1. The experience, knowledge and skills of the individual as they apply to the delegated task.
    • What knowledge, skills and attitude does the person already have?
    • Do you have time and resources to provide any training needed?
  2. The individual's preferred work style.
    • How independent is the person?
    • What does he or she want from his or her job?
    • What are his or her long-term goals and interest, and how do these align with the work proposed?
  3. The current workload of this person.
    • Does the person have time to take on more work?
    • Will you delegating this task require reshuffling of other responsibilities and workloads?

When you first start to delegate to someone, you may notice that he or she takes longer than you do to complete tasks. This is because you are an expert in the field and the person you have delegated to is still learning. Be patient: if you have chosen the right person to delegate to, and you are delegating correctly, you will find that he or she quickly becomes competent and reliable.

How Should You Delegate?

Use the following principles to delegate successfully:

  1. Clearly articulate the desired outcome. Begin with the end in mind and specify the desired results.
  2. Clearly identify constraints and boundaries. Where are the lines of authority, responsibility and accountability? Should the person:
    • Wait to be told what to do?
    • Ask what to do?
    • Recommend what should be done, and then act?
    • Act, and then report results immediately?
    • Initiate action, and then report periodically?
  1. Where possible, include people in the delegation process. Empower them to decide what tasks are to be delegated to them and when.
  2. Match the amount of responsibility with the amount of authority. Understand that you can delegate some responsibility, however you can't delegate away ultimate accountability. The buck stops with you!
  3. Delegate to the lowest possible organizational level. The people who are closest to the work are best suited for the task, because they have the most intimate knowledge of the detail of everyday work. This also increases workplace efficiency, and helps to develop people.
  4. Provide adequate support, and be available to answer questions. Ensure the project's success through ongoing communication and monitoring as well as provision of resources and credit.
  5. Focus on results. Concern yourself with what is accomplished, rather than detailing how the work should be done: Your way is not necessarily the only or even the best way! Allow the person to control his or her own methods and processes. This facilitates success and trust.
  6. Avoid "upward delegation". If there is a problem, don't allow the person to shift responsibility for the task back to you: ask for recommended solutions; and don't simply provide an answer.
  7. Build motivation and commitment. Discuss how success will impact financial rewards, future opportunities, informal recognition, and other desirable consequences. Provide recognition where deserved.
  8. Establish and maintain control.
    • Discuss timelines and deadlines.
    • Agree on a schedule of checkpoints at which you'll review project progress.
    • Make adjustments as necessary.
    • Take time to review all submitted work.

In thoroughly considering these key points prior to and during the delegation process you will find that you delegate more successfully.

Keeping Control

Now, once you have worked through the above steps, make sure you brief your team member appropriately. Take time to explain why they were chosen for the job, what's expected from them during the project, the goals you have for the project, all timelines and deadlines and the resources on which they can draw. And agree a schedule for checking-in with progress updates.

Lastly, make sure that the team member knows that you want to know if any problems occur, and that you are available for any questions or guidance needed as the work progresses.

We all know that as managers, we shouldn't micro-manage. However, this doesn't mean we must abdicate control altogether: In delegating effectively, we have to find the sometimes-difficult balance between giving enough space for people to use their abilities to best effect, while still monitoring and supporting closely enough to ensure that the job is done correctly and effectively.

The Importance of Full Acceptance

When delegated work is delivered back to you, set aside enough time to review it thoroughly. If possible, only accept good quality, fully-complete work. If you accept work you are not satisfied with, your team member does not learn to do the job properly. Worse than this, you accept a whole new tranche of work that you will probably need to complete yourself. Not only does this overload you, it means that you don't have the time to do your own job properly. Of course, when good work is returned to you, make sure to both recognize and reward the effort. As a leader, you should get in the practice of complimenting members of your team every time you are impressed by what they have done. This effort on your part will go a long way toward building team member's self-confidence and efficiency, both of which will be improved on the next delegated task; hence, you both win.

Key Points:

Ø At first sight, delegation can feel like more hassle than it's worth, however by delegating effectively, you can hugely expand the amount of work that you can deliver.

Ø When you arrange the workload so that you are working on the tasks that have the highest priority for you, and other people are working on meaningful and challenging assignments, you have a recipe for success.

Ø To delegate effectively, choose the right tasks to delegate, identify the right people to delegate to, and delegate in the right way. There's a lot to this, but you'll achieve so much more once you're delegating effectively!

Saturday, May 30, 2009

Leadership & Self discipline

Leadership & Self discipline

One of the hallmarks of Leadership is Self Discipline.

A fantastic definition of Self Discipline is this:

"Self discipline is the ability to make yourself do
what you should do when you should do it, whether you
feel like it or not."

To lead, leaders are so committed with their visions that they make themselves do what they should do under any circumstances. The good thing about this is that leadership is a decision, is a commitment, is an attitude. Self discipline is like the horse you ride to achieve things, to move people, to communicate, to go the extra mile.
Your job is to "tame" that horse to help you achieve your goals and vision.

Another way to see self discipline is not letting your emotions or hard feelings take on you. A self disciplined person controls himself or herself, because he or she knows that only by doing the things that is committed to, is the way to achieve his or her vision.

Every Great leader has shown tons of self discipline in the key areas of their lives. Gandhi, Churchill, Thatcher, Kennedy, Luther King Jr., and so on.

Self discipline is essential to leadership, you can't pretend to be a leader, if you don't have some discipline in your life. After all, you are a model for others, and people looks for discipline in the core foundation of their leaders.

To me, discipline is the flip side of commitment. And by the way, people with high levels of self discipline most of the time have a tremendous self esteem because they're committed in all they do. They don't lose time on things they don't want. They appreciate their time,
and other's too.

Self discipline is a skill, and as such it can be learned.

LEADERSHIP ACTIONS

1.    Every time you have to do something and you don't feel in the mood, just tell yourself: If I don't this now, I'll have to do it later, and then I'll feel worse. So do not complain, and do it. One thing will
happen (i can tell by my own experience), after you finish your work,
you will feel better, you'll feel terrific, you'll feel a better person. Add up enough of these experiences and you will never look back again.

2.    Change perspective, may be you need a purpose to
do something. Then, find it. Take charge. It's your life, not others'.

3.    Be Responsible. Yes, only that, be responsible. Again it's your life. By being responsible you take control, and after that, thats what leaders do, they have the control.

Remember, Be Alert. Be A Leader :)