Posts Tagged ‘how to delegate’
Eighteen years ago, I quit my corporate job to start Candid Culture. I had almost no business relationships or contacts outside of my corporate job. Thinking I should network, I registered to attend the Society for Human Resource Management (SHRM) National Conference in Las Vegas. It’s the largest HR conference in the world – approximately 27,000 people attend. I flew to Las Vegas to attend the conference, but I was so terrified about my new undertaking, I spent three days in bed, ordering bad room service, paralyzed by fear. I barely left my hotel room and attended almost none of the conference.
A few years ago, I spoke at that same conference – the SHRM National Conference – also in Las Vegas, to an audience of 750 people. In two weeks, I’m speaking at the SHRM Talent Conference in Dallas. Will I see you there?
Things have come full circle.
When something feels big and I’m not sure what to do, I do nothing. And my hunch is, I’m not alone. The key to getting through anything large, scary, or intimidating is to start. Any action will do. The key is simply taking action.
Here are five actions you and your manager can take to make taking action more likely:
Action #1: What often stands in the way of taking action is that we aren’t sure what to do. Perhaps we aren’t sure we can do the task at hand. Or we can’t see what the end result should look like. Or the project feels so big that even thinking about starting is tiring. Ask questions and ask for help.
Most managers could strengthen their delegation skills. When assigning a project, managers often ask, “Do you have any questions?” This is an ineffective question because few people want to admit to having questions. Or managers ask, “What do you need from me?” when most people have no idea what they need.
Don’t be afraid to ask questions until you’re clear about what a good job looks like.
Action #2: Managers, ask better questions. Rather than asking if employees have questions, ask, “What’s your plan? What are you going to do first? What are you doing to do next?” These delegation questions will tell you what employees know and don’t know. Asking, “Do you have any questions” or “does this make sense” tells you nothing.
Action #3: Do one small thing, anything, towards achieving the goal. And do it now. Don’t wait until the right time. The right time is now.
Action #4: Managers, delegate projects with multiple, short deadlines. Set direct reports up for success by helping employees break projects into multiple, small deliverables. Ask to review work as it’s completed versus when the entire project is due.
Action #5: Give yourself small windows of time to work on a project. If you give yourself 60 uninterrupted minutes to work, you’re likely to invest that time. If you dedicate a day, you’re likely to get distracted and fill the time with other things.
Trust that you can do what’s in front of you. Someone wouldn’t have asked you to do something if they’d didn’t have confidence that you could do it. And if this is a goal you set for yourself, and it’s something you really want, deep down, you know you’re capable of doing it.
If you’re overwhelmed or don’t believe you can do something, call someone who has more faith in you than you have in yourself. Let that person fill you with confidence until you can generate it for yourself. When I started Candid Culture, I was filled with fear and quite honestly, was convinced I was going to fail. But my friends and past coworkers believed I could do it. And their confidence carried me until I could generate my own.
If you work long enough, you will have a manager who doesn’t delegate well, doesn’t give feedback, and isn’t a great coach. Not everyone is a good manager.
You’re accountable for being successful, regardless of who you work for. Don’t wait for people to tell you what they need and expect, which often happens after breakdowns occur. Set clear expectations at the beginning of anything new and ask for feedback as you make progress. Take your career and success into your own hands. I call this reverse delegation.
Reverse delegation defined: Asking questions until you’re clear what a good job looks like and asking for work to be reviewed in stages, versus solely at the end of a project, ensuring you get all the information you need to be successful. Ultimately, taking your career success into your own hands, where it belongs.
The people you work for and with should tell you what they expect. They should give you feedback along the way. And many won’t. Your career is in your hands, and that’s a very good thing.
When you start a new job, project, or any responsibility, ask the person delegating the work some of these reverse delegation questions:
Reverse Delegation Question one: Why is this project a priority right now? How will it impact the organization?
Reverse Delegation Question two: What does a good job look like? What’s the criteria for success?
Reverse Delegation Question three: What kind of updates would you like? In what format, how frequently, and with what level of detail?
Reverse Delegation Question four: Who in the organization should I work with on this project?
Reverse Delegation Question five: What history, pitfalls, or landmines do I need to be aware of? Has anyone tried to do this before, and if yes, with what outcomes?
Reverse Delegation Question six: Who in the organization supports this project? Who doesn’t?
If you’ve been in your job for a long time or have been working on a project for a while, it’s not too late to ask these questions. Simply approach the person with whom you’re working and say, “I want to be sure I’m doing great work on _____________ project. Can I ask you a couple of questions about the desired end results and how we should be communicating, as I make progress?”
Lots of people aren’t the best delegators. They give us a project, ask if we have any questions, and provide a due date. Don’t fall into the trap of completing an entire project and then asking for feedback. Even if the person delegating the work doesn’t want to review work as it’s completed, ask for that feedback. Schedule weekly or monthly review meetings, present the work you’ve done, and ask for feedback. If you’re worried asking for iterative feedback will make you seem needy or like you don’t know what you’re doing, explain why you’re asking. Say something like, “I want to give you precisely what you’re asking for and don’t want to squander the organization’s resources.”
If you get to the end of a project or responsibility and what you deliver isn’t what the person delegating expected, you didn’t ask enough questions at the beginning and middle of the project, and didn’t get feedback along the way.
People will tell you everything you need to do a good job, if you ask. Take control of your career. Ask more. Assume less.
We have all worked hard on a project, only to find out that what we created was not what our manager was expecting. When this happens, everyone is frustrated. Managers question whether or not employees listen. Employees wonder why managers weren’t clearer about what they wanted at the beginning.
Giving negative feedback is hard. Asking for what you want will always be easier. Managers would be well served by setting clear expectations at the beginning of working relationships and projects. Tell your employees what a good job looks like. Don’t make them guess.
If you want a weekly status update, tell employees that rather than being frustrated when you don’t know where projects stand. If you want a bulleted summary, tell people that rather than being annoyed when five paragraphs land in your inbox. If you envision a report with tables and charts, tell employees that versus being disappointed when they create a bulleted list. Setting clear expectations applies to all internal and external working relationships – up, down, and lateral.
Most of us assume people will do things the way we do. They won’t. Save time and reduce frustration by being crystal clear when you set expectations at the beginning of anything new.
When people see the title of my book How to Say Anything to Anyone, they think it’s a book about giving feedback and having difficult conversations. It’s not. How to Say Anything to Anyone is about asking more questions, so you know what your direct supervisor, coworkers, and customers need and don’t have to guess. How to Say Anything to Anyone is not about giving people bad news. It is about asking for what you want before challenges occur and then talking about how you’ll deal with challenges when they arise.
If you work for or with someone who does not set expectations that are clear, then you, the employee, needs to set those expectations.
Set expectations by asking your manager and coworkers:
• When do you want to see this, in what format, with how much detail?
• What does a good job look like?
• What’s your expectation of how this should look when it’s complete?
• Where does this fit, as a priority, in relation to other projects?
• How does this project fit into the department’s or organization’s goals?
Asking questions and telling people what you want is always easier than giving negative feedback. Everyone – employees and managers alike – are accountable for ensuring that expectations are clear and that work is done right the first time Ask more. Assume less.
Download the five questions managers must ask their employees to set expectations that are clear:
I’m taking golf lessons, which should frighten anyone within 100 feet. Every time the instructor explains something new, he asks me, “Does that make sense?” “Does that make sense” is a common clarifying question that many people ask, but it’s not a good question for two reasons.
Reason number one: If an explanation doesn’t make sense to me, I’m the idiot for not “getting it.” The question implies that the instructor was clear, I just “didn’t get it.”
Reason number two: The question doesn’t force me to speak, thus the person asking the question doesn’t get any information. “Does that make sense” is like asking a shopper in a store, “Can I help you?” We all know the right answer to that question is, “No, I’m just looking.” This is a similar to when someone asks, “Are there any questions?” The right answer is “no.” And when people say “no,” the person who asked the question often says, “good,” affirming people for not asking questions and making it less likely that questions will be asked in the future.
The purpose of asking questions is to get information. The problem with asking, “Does that make sense?” or “Do you have any questions?” is that the typical answers teach us nothing.
The golf instructor should be asking me:
- What did you learn today?
- What are you planning to do as a result of what we’ve covered?
- What techniques did I demonstrate? Let me see how that form looks.
- What questions do you have for me?
If he asks me the clarifying questions above, he will know what I am likely to do on the golf course.
Here are some clarifying questions that will force people to talk and won’t make them feel stupid for asking questions. Instead of asking, “Does that make sense,” consider asking:
“I want to make sure I gave clear instructions. Will you tell me what I’m asking you to do?” You could also phrase the questions like this, “Just so I know how I landed, what do you think I’m asking/expecting you to do?” or “What does a good job look like?” or “What should this look like when it’s complete?”
** These questions may sound condescending and like micromanaging in writing, but the questions can be asked in a supportive and non-judgmental manner. If you’re worried that the questions will make you appear as controlling or micromanaging, just say that. “I want to be sure you’re set up for success. If any of my questions feel condescending, please tell me. That isn’t my intention.”
I was talking with one of my clients a few months ago. She was very upset because she told one of her employees what to do and he didn’t do it. Frustrated, she said, “He knew what to do, and he didn’t do it.” I asked her, “How do you know that he knew what to do?” She replied, “I told him what to do and when I asked if he had any questions, he said no.”
Her situation is a common one. The right answer to “Do you have any questions” is “no.” And we’re surprised when we swing by the person’s desk two weeks later to get a status update on the project, and they haven’t started working on it yet.
Here are some additional examples of clarifying and delegation questions. These questions will force people to speak, providing a clearer sense of what people know and are likely to do.
- What questions do you have?
- What are you planning to do first? If the person answers this question appropriately, ask what they are planning to do next. If they don’t answer the question appropriately, step in and give more direction.
Provided you trust that the person knows what to do, give a tight deadline and ask to review the person’s work in a few days. Give people some freedom, but not enough to waste a lot of time and go down a fruitless path. Delegation is something at which most managers can improve. More effective delegation will lead to fewer missed deadlines and frustrations in the workplace.
I’m taking golf lessons, which should frighten anyone within 100 feet. Every time the instructor explains something new, he asks me, “Does that make sense?” “Does that make sense” is a common clarifying question that many people ask, but it’s not a good question for two reasons.
Reason number one: If an explanation doesn’t make sense to me, I’m the idiot for not “getting it.” It’s not that the instructor hasn’t been clear, I just “didn’t get it.”
Reason number two: The question doesn’t force me to speak, thus the person asking the question doesn’t get any information. “Does that make sense” is like asking a shopper in a store, “Can I help you?” We all know the right answer to that question is, “No, I’m just looking.” This is a similar to when someone asks, “Are there any questions?” The right answer is “no.” And when people say “no,” the person who asked the question often says, “good,” affirming people for not asking questions and making it less likely that questions will be asked in the future.
The golf instructor should be asking me:
- What did you learn today?
- What are you planning to do as a result of what we’ve covered?
- What techniques did I demonstrate?
- Let me see how that form looks.
- What questions do you have for me?
If he asks me the clarifying questions above, he will know what I am likely to do on the golf course.
Here are some clarifying questions that will force people to talk and won’t make them feel stupid for asking questions. Instead of asking, “Does that make sense,” consider asking:
“I want to make sure I gave clear instructions. Will you tell me what I’m asking you to do?” You could also phrase the questions like this, “Just so I know how I landed, what do you think I’m asking/expecting you to do?”
** This may sound condescending and like micromanaging in writing, but the question can be asked in a supportive and non-judgmental manner.
I was talking with one of my clients a few months ago. She was very upset because she told one of her employees what to do and he didn’t do it. Frustrated, she said, “He knew what to do, and he didn’t do it.” I asked her, “How do you know that he knew what to do?” She replied, “I told him what to do and when I asked if he had any questions, he said no.”
Her situation is a common one. The right answer to “Do you have any questions” is “no.” And we’re surprised when we swing by the person’s desk two weeks later to get a status update on the project, and he hasn’t started working on it yet.
Here are some additional examples of clarifying and delegation questions. These questions will force people to speak, providing a clearer sense of what people know and are likely to do.
- What questions do you have?
- What are you planning to do first? If the person answers this question appropriately, ask what they are planning to do next. If they don’t answer the question appropriately, step in and give more direction.
Provided you trust that the person knows what to do, give a tight deadline and ask to review the person’s work in a few days. Give people some freedom, but not enough to waste a lot of time and go down a fruitless path. Delegation is something at which most managers can improve. More effective delegation will lead to fewer missed deadlines and frustrations in the workplace.
I think Instacart is a brilliant idea. I make a grocery list online, someone else goes shopping for me, and drops my groceries on my porch. What a great way to save time, unless I want a certain brand of canned tomatoes with no rosemary, and two green bananas, three that are almost ripe, and one that is ripe right now. Meaning, if I want my groceries a certain way, I need to go shopping myself. No one else will pick precisely what I will. And delegating work and managing people is the same.
No one will do something just like you will. They might do it better or worse, but either way, work won’t be done just as you would do it. If you want something done precisely your way, you’re likely going to need to do it yourself.
There is little more demoralizing than working hard on a document and having your manager red line it with edits that aren’t wrong, they’re just not her way. This kind of feedback makes employees wonder why they bothered doing the work in the first place. Employees find themselves thinking and possibly saying, “If you’re going to change my work to be more your way, you should just do it yourself.”
This isn’t to say that if you have a vision for how work should be done that you shouldn’t delegate. Managers need to delegate work or they will be focused on the wrong things, exhausted, and resentful, and employees won’t grow, develop, and be properly utilized.
Managers need to set clear expectations, follow up to review work, provide regular feedback as the work is in process, and then expect and accept that completed projects won’t look just like what they would have done. Even when employees produce great work, that work likely won’t be a mirror image of what the manager would have done herself.
If getting work that is slightly askew from what you would have done works for you, delegate the work. If work produced must be a certain way, you should likely do it yourself, or risk both you and your employees’ frustration.
Here are six steps on how to delegate, a skill I think most managers can strengthen:
How to delegate step one: Provide clear instructions to the person to whom you’re delegating. If you have an image of what something should look like, provide a sample document.
How to delegate step two: Ask the person to whom you delegated to tell you what you’re expecting. Don’t ask, “Do you have any questions?” The right answer to that question is, “No,” and gives you no insight about the person’s understanding of your expectations. Instead, ask, “So I know I’ve been clear, what am I asking you to do?” Or you could ask, “Based on what I’ve said, what do you think I’m looking for?” There are lots of ways to assess a person’s understanding. You simply need to get the person talking.
How to delegate step three: Don’t assume people know what to do. We have all left someone’s office with a new project thinking, “I have no idea where to start.” And then that project goes on the bottom of the pile.
Ask the person, “What are you going to do first?” If they give you an answer that tells you they know what to do, step back. They’ve earned some freedom. If they give you an answer that will not lead to the results you want, step in and offer help.
How to delegate step four: Ask to see work as the work is completed versus reviewing all of the work when the project is done. Giving a lot of upgrade feedback after work is completed is demoralizing to employees and wastes a lot of time. Tell employees, “I’d like to see your progress every Friday (or whatever interval is appropriate depending on the length and complexity of the project). This isn’t to micromanage you, it’s to ensure you don’t do a bunch of work that I will want changed. I don’t want you to waste your time.”
How to delegate step five: Give candid feedback when you review work. Don’t say something is fine if it’s not. Ask for changes while the work is in its early stages versus when it’s almost complete.
How to delegate step six: Resist the temptation to edit work or give feedback on work that is correct but wasn’t done your way. Remember, if you want something done your way, sometimes it makes sense to do it yourself.
When it makes sense to do something yourself: When you must have something a certain way and you’re the only person who can and will do it that way. If you’re ok with things not having the same words, formatting or flavor you’d put on them, delegate. If you need your bananas to look a certain way, go pick them up yourself. And both options are right answers. It’s ok to want what you want.
I think Instacart is a brilliant idea. I make a grocery list online, someone else goes shopping for me, and drops my groceries on my porch. What a 
great way to save time, unless I want a certain brand of canned tomatoes with no rosemary, and two green bananas and three that are almost ripe and one that is ripe right now. Meaning, if I want my groceries a certain way, I need to go shopping myself. No one else will pick precisely what I would. And delegating work and managing people is the same.
No one will do something just like you will. They might do it better or worse, but either way, work won’t be done just as you would do it. If you want something done precisely your way, you’re likely going to need to do it yourself.
There is little more demoralizing than working hard on a document and having your manager red line it with edits that aren’t wrong, they’re just not her way. This kind of feedback makes employees wonder why they bothered doing the work in the first place. Employees find themselves thinking and possibly saying, “If you’re going to change my work to be more your way, you should just do it yourself.”
This isn’t to say that if you have a vision for how work should be done that you shouldn’t delegate. Managers need to delegate work or they will be focused on the wrong things, exhausted, and resentful, and employees won’t grow, develop, and be properly utilized.
Managers need to set clear expectations, follow up to review work, provide regular feedback as the work is in process, and then expect and accept that completed projects won’t look just like what they would have done. Employees might produce great work, but it likely won’t be a mirror image of what the manager would have done herself.
If getting work that is slightly askew from what you would have done works for you, delegate the work. If work produced must be a certain way, you should likely do it yourself, or risk both you and your employees’ frustration.
Here are six steps on how to delegate, a skill I think most managers can strengthen:
How to delegate step one: Provide clear instructions to the person to whom you’re delegating. If you have an image of what something should look like, provide a sample document.
How to delegate step two: Ask the person to whom you delegated to tell you what you’re expecting. Don’t ask, “Do you have any questions?” The right answer to that question is, “No,” and gives you no insight about the person’s understanding of your expectations. Instead, ask, “So I know I’ve been clear, what am I asking you to do?” Or you could ask, “Based on what I’ve said, what do you think I’m looking for?” There are lots of ways to assess a person’s understanding. You simply need to get the person talking.
How to delegate step three: Don’t assume people know what to do. We have all left someone’s office with a new project thinking, “I have no idea where to start.” And then that project goes on the bottom of the pile.
Ask the person, “What are you going to do first?” If they give you an answer that tells you they know what to do, step back. They’ve earned some freedom. If they give you an answer that will not lead to the results you want, step in and offer help.
How to delegate step four: Ask to see work as the work is completed versus reviewing all of the work when the project is done. Giving a lot of upgrade feedback after work is completed is demoralizing to employees and wastes a lot of time. Tell employees, “I’d like to see your progress every Friday (or whatever interval is appropriate depending on the length and complexity of the project). This isn’t to micromanage you, it’s to ensure you don’t do a bunch of work that I will want changed. I don’t want you to waste your time.”
How to delegate step five: Give candid feedback when you review work. Don’t say something is fine if it’s not. Make changes while the work is in its early stages versus when it’s almost complete.
How to delegate step six: Resist the temptation to edit work or give feedback on work that is correct but wasn’t done your way. Remember, if you want something done your way, sometimes it makes sense to do it yourself.
When it makes sense to do something yourself: When you must have something a certain way and you’re the only person who can and will do it that way. If you’re ok with things not having the same words, formatting or flavor you’d put on them, delegate. If you need your bananas to look a certain way, go pick them up yourself. And both options are right answers. It’s ok to want what you want.
I think Instacart is a brilliant idea. I make a grocery list online, someone else goes shopping for me, and drops my groceries on my porch. What a great way to save time, unless I want a certain brand of canned tomatoes with no rosemary, and two green bananas and three that are almost ripe and one that is ripe right now. Meaning, if I want my groceries a certain way, I need to go shopping myself. No one else will pick precisely what I would. And delegating work and managing people is the same.
No one will do something just like you will. They might do it better or worse, but either way, work won’t be done just as you would do it. If you want something done precisely your way, you’re likely going to need to do it yourself.
There is little more demoralizing than working hard on a document and having your manager red line it with edits that aren’t wrong, they’re just not her way. This kind of feedback makes employees wonder why they bothered doing the work in the first place. Employees find themselves thinking and possibly saying, “If you’re going to change my work to be more your way, you should just do it yourself.”
This isn’t to say that if you have a vision for how work should be done that you shouldn’t delegate. Managers need to delegate work or they will be focused on the wrong things, exhausted, and resentful, and employees won’t grow, develop, and be properly utilized.
Managers need to set clear expectations, follow up to review work, provide regular feedback as the work is in process, and then expect and accept that completed projects won’t look just like what they would have done. Employees might produce great work, but it likely won’t be a mirror image of what the manager would have done herself.
If getting work that is slightly askew from what you would have done works for you, delegate the work. If work produced must be a certain way, you should likely do it yourself, or risk both you and your employees’ frustration.
Here are six steps on how to delegate, a skill I think most managers can strengthen:
How to delegate step one: Provide clear instructions to the person to whom you’re delegating. If you have an image of what something should look like, provide a sample document.
How to delegate step two: Ask the person to whom you delegated to tell you what you’re expecting. Don’t ask, “Do you have any questions?” The right answer to that question is, “No,” and gives you no insight about the person’s understanding of your expectations. Instead, ask, “So I know I’ve been clear, what am I asking you to do?” Or you could ask, “Based on what I’ve said, what do you think I’m looking for?” There are lots of ways to assess a person’s understanding. You simply need to get the person talking.
How to delegate step three: Don’t assume people know what to do. We have all left someone’s office with a new project thinking, “I have no idea where to start.” And then that project goes on the bottom of the pile.
Ask the person, “What are you going to do first?” If they give you an answer that tells you they know what to do, step back. They’ve earned some freedom. If they give you an answer that will not lead to the results you want, step in and offer help.
How to delegate step four: Ask to see work as the work is completed versus reviewing all of the work when the project is done. Giving a lot of upgrade feedback after work is completed is demoralizing to employees and wastes a lot of time. Tell employees, “I’d like to see your progress every Friday (or whatever interval is appropriate depending on the length and complexity of the project). This isn’t to micromanage you, it’s to ensure you don’t do a bunch of work that I will want changed. I don’t want you to waste your time.”
How to delegate step five: Give candid feedback when you review work. Don’t say something is fine if it’s not. Make changes while the work is in its early stages versus when it’s almost complete.
How to delegate step six: Resist the temptation to edit work or give feedback on work that is correct but wasn’t done your way. Remember, if you want something done your way, sometimes it makes sense to do it yourself.
When it makes sense to do something yourself: When you must have something a certain way and you’re the only person who can and will do it that way. If you’re ok with things not having the same words, formatting or flavor you’d put on them, delegate. If you need your bananas to look a certain way, go pick them up yourself. And both options are right answers. It’s ok to want what you want.
