July 12, 2022 | Megan Fine & Mark Altman
A few weeks ago, Mark asked me to tabulate and pull together the results for a client assessment with the goal of identifying training and coaching areas of need. Members of a sales team indicated on a scale of 1-5 how frequently they practiced a particular sales habit. In tasking me with the assignment, Mark suggested some criteria based on that scale to determine a list of urgent and top priority development needs, areas of strength, as well as patterns/trends across the entire sales team.
What I quickly realized was that the criteria Mark had given me, while useful for similar clients, did not fit this set of respondents. Nearly every topic qualified as either urgent or top priority, which of course was not useful feedback for the client. I hopped on the phone with Mark, and we quickly figured out a more insightful way to process the data.
So often, when following an existing process or executing a delegated task, people tend to be robotic and follow the rules to a T. Without being thoughtful about the project or task, time could be wasted, and work quality and efficiency could suffer.
When delegating a task, here are three important things to communicate:
- Do you want the person to do exactly as you tell them or think critically as they complete the project to identify gaps and potentially find a better way?
- If the person is struggling with the project, how long do you want them to spend problem-solving on their own before they ask for help?
- What and who would be valuable resources to utilize if and when they run into problems?
For example, you might say: “Alex, I’d like for you to own sending our newsletter each week. Here is the current process for how we pull together content, format, send, report, etc. – and if you notice that there’s something we could be doing more efficiently or ways we can make the newsletter more engaging, I want to know. If you are struggling at any point, please don’t spend more than ten or fifteen minutes troubleshooting the problem. Feel free to come to me so we can collaborate and determine the best course of action.”
By setting expectations, you empower your team to think critically and creatively about the work at hand, and in many cases, improve upon existing processes and workflows.
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