Building a Master Task List (242316348)

8/11/2019 Building a Master Task List (242316348)

http://slidepdf.com/reader/full/building-a-master-task-list-242316348 1/27



Martin Klubeck, University of Notre Dame

Don Padgett, University of Notre Dame

Building a Master Task List

(MTL)October 2nd 2014



Building a Master Task List (MTL)

ConceptsPracticum

Identifying Tasks

The Awesome AttributesSkill Evaluations

Bonus Benefits

What's Next?

4



WHY Bother?

Why don’t you hire workers who are 100% skilled?

Because you can’t afford them

Your organization’s greatest assets are __________,

Don’t train Use inferior training vehiclesTrain on the wrong things

Don’t evaluate skill levels Don’t know what workers really do Don’t know what workers really can do

Don’t train Use inferior training vehiclesTrain on the wrong thingsDon’t know what workers really do Don’t evaluate skill levels Don’t know what workers really can do

The largest recurring expense for most organizations _________

But in most organizations the training budget tends to be the smallest

are salaries

your people

so don’t you find it strange that we

6





Building blocks

You pay people for what they DO

- not what they know!

The Task is KEY

You don’t pay a person for their knowledge;you pay them to APPLY that knowledge!

8

You pay people for what they know



Qualifications / Minimum Requirements

Operation Manuals

The person doing the work

Job Descriptions

Performance Evaluations

Resumés

SOURCES FOR TASKS

9

(Brainstorm)



Building Your MTLFinding the Bricks

Minimum Qualifications

-Collaborate with partners across Development to understand information needs and

interface with upstream data owners to integrate key data sources to be used in

reporting environment. Leverage a leading edge data architecture design to provide

maximum flexibility, scalability, and usability of data for reporting and analysis-Work with internal customers to develop tools and services such as dashboards,

scorecards, data insights, and ad-hoc analyses.

-Promote self-service data retrieval model within Development by providing

consultative services on data analysis, reporting tools and reporting best practices.

-Assist in every stage of information use from creating communication and solicitation

segmentation, development of KPI metrics and dashboards to track fundraisingperformance, to the creation of standard and ad hoc reports.

-Maintain data governance policies and procedures to ensure standard data

definitions and uses across the department.

Collaborate

Promote

Maintain

development

partners

data retrieval

dashboards

policies

11



Qualifications / Minimum Requirements

Operation Manuals

The person doing the work

Job Descriptions

Performance Evaluations

Resumés

SOURCES FOR TASKS

12



Documenting the Task

Avoid compounds!

Ensure actually a task for this job

Lead with an Action Verb

13



Attributes Worksheet

14

Task

F r e q u e n c y

C o m p l e x i t y o f

T a s k

C o m p l e x i t y t o

L e a r n

C r i t i c a l i t y

Establish effective working relationships with superiors and associates

Maintain effective working relationships with superiors and associates

Establish effective working relationships with general public

Maintain effective working relationships with general public

Enter data (submitting grant reports)

Carry out successful reference interview (assist patrons with)



Complexity to Teach/Learn

Complexity of Task

Criticality

Frequency

Daily Weekly Monthly or more

How often is this task

performed?

High Medium Low

How complex is this task?ComplexVery complex Not complex

High Medium Low

ComplexVery complex Not complexHigh Medium Low

How complex is this task?

How important is it to get it right the first time?

CriticalVery critical Not criticalHigh Medium Low

16



Attributes Worksheet

14

Task

F r e q u e n c y


T a s k


L e a r n


Establish effective working relationships with superiors and associates H H M H

Maintain effective working relationships with superiors and associates H L L M

Establish effective working relationships with general public H M M H

Maintain effective working relationships with general public H L L H

Enter data (submitting grant reports) M L L L

Carry out successful reference interview (assist patrons with) H H M H



Results Worksheet

Task

F r e q u e n c y


T a s k


L e a r n


T r a i n i n g

R e q u i r e m e n t s

K n o w l e d g e I t e m ?

C h e c k l i s t ?

Q u a l i t y C h e c k ?

O J T ?

T h o r o u g h

I n s t r u c t i o n s ?

F o r m a l T r a i n i n g ?

J I T T

J o b A i d s

Establish effective working relationships with

superiors and associates

H H M H Y Y Y Y N N Y N N

Maintain effective working relationships with

superiors and associatesH L L M N N Y N N N N N N

Establish effective working relationships with

general publicH M M H Y N Y Y N N Y N N

Maintain effective working relationships with

general public H L L H N N Y Y N N N N N

Enter data (submitting grant reports) M L L L N N N N N N N N N

Carry out successful reference interview H H M H Y Y Y Y N N Y N N

14



Determining Required SkillLevels

1- Novice

Employee View

Supervisor view

Rare!

Rare!

2 - Developing

3 - Experienced

5 - Expert

4 - Proficient

And the Winner is…

18



Skill Requirement Worksheet

14

Task

R e q u i r e

d S k i l l

( s u p e r v i s o r )

R e q u i r e

d S k i l l

( W o r k e r )

F i n a l S

c o r e *

Establish effective working relationships with superiors and associates 3 4 4

Establish effective working relationships with general public 2.5 3 3

Carry out successful reference interview (assist patrons with) 3 3 3

Conduct online research (assist patrons with) 4 4 4

Conduct print research (assist patrons with) 4 3.2 4

Find online reference materials (assist patrons with) 2 3 3

Search online catalog (assist patrons with) 3 3 3

Develop programs to highlight the collection 2 2 2

Develop programs to meet the needs of the public 3 2 3

Develop themes for book displays 3.5 3.75 3.75



Evaluating current Skill Levels

Employee View

Supervisor view

Rare!

2 - Developing

3 - Experienced

5 - Expert

4 - Proficient

And the Winner is…

19

1 - Novice



Current Skill Worksheet

14

Task C u r r e n

t S k i l l

( s u p e r v i s o r )

C u r r e n

t S k i l l

( W o r k e r )

F i n a l S c o r e *

Establish effective working relationships with superiors and associates 3 4 3

Establish effective working relationships with general public 2 3 2

Carry out successful reference interview (assist patrons with) 3 2 2

Conduct online research (assist patrons with) 3 3 3

Conduct print research (assist patrons with) 2 3 2

Find online reference materials (assist patrons with) 3 3.5 3

Search online catalog (assist patrons with) 4 2 2

Develop programs to highlight the collection 3,5 2 2

Develop programs to meet the needs of the public 3 3 3

Develop themes for book displays 2.75 3.25 2.75



Evaluation Results Worksheet

14

Task

R e q u i r e d

S k i l l

( A g r e e

d )

C u r r e n t S k i l l

( A g r e e

d )

% T r a i n

e d

Establish effective working relationships with superiors and associates 4 3 75%

Establish effective working relationships with general public 3 2 67%

Carry out successful reference interview (assist patrons with) 3 2 67%

Conduct online research (assist patrons with) 4 3 75%

Conduct print research (assist patrons with) 4 2 50%

Find online reference materials (assist patrons with) 3 3 100%

Search online catalog (assist patrons with) 3 2 67%

Develop programs to highlight the collection 2 2 100%

Develop programs to meet the needs of the public 3 3 100%

Develop themes for book displays 3.75 2.75 73%



Congratulations!



Bonus Benefits

Build a database of job tasksBuild Skills Database

Simplify cross-training

Makes training for new positions easier

Clearly Define What Each Position DOES

Identify suggested training vehicles

Identify suggested Job Aids

21



Next Steps

•Create job aids (optional)

• Identify training sources

• Schedule the training

•

Evaluate the effectiveness of the training• Repeat and rinse until reach desired skill levels

22



Questions?

23



Why Organizations Struggle So

Hard to Improve So Little

SUGGESTED REFERENCES

The Professional Development Toolbox24



Don’t forget to download the MTL worksheet

Available via theCourse Agenda site at

www.educause.edu



Building a Master Task List(MTL)

Please take a few minutes to complete theOnline Survey at

http://www.educause.edu

or on the Educause 2014 App

25

http://www.educause.edu/

http://www.educause.edu/



Contact Us

Don Padgett [email protected]

Martin Klubeck [email protected]

26

mailto:[email protected]




Building a Master Task List (242316348)

Documents