4/21/2015 1 Leadership Lab Delegation and Time Management: A Winning Combination 2015 Leadership Training Conference Sunday, April 26, 2015 1:30 to 2:15 p.m. Facilitators Facilitators David Butler, FHFMA, CPA Horne LLP Mississippi Chapter Tracy Packingham Triage Consulting Group Kent Thompson, FHFMA Dixon Hughes Goodman LLP North Carolina Chapter 2 Triage Consulting Group Greater St. Louis Chapter
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Leadership Labp
Delegation and Time Management:
A Winning Combination
2015 Leadership Training ConferenceSunday, April 26, 20151:30 to 2:15 p.m.
FacilitatorsFacilitators
David Butler, FHFMA, CPAHorne LLPMississippi Chapter
Tracy PackinghamTriage Consulting Group
Kent Thompson, FHFMADixon Hughes Goodman LLP North Carolina Chapter
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Triage Consulting GroupGreater St. Louis Chapter
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At the end of this session, you will be able to
• Know what types of tasks to delegate
Learning Objectives
yp g
• Identify roadblocks to delegation
• Identify three 3 micromanagement pitfalls to avoid
• Use time management tips to carve time in your busy schedule
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“How to get others to do your work,
so you can get on to what you’re
The Art of Delegation
so you can get on to what you re
really suppose to be doing…
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• To use skills and resources already
ithi th
Why Delegate?
• To prevent the group from getting too dependent on one or two leaderswithin the group
• To keep from burning out a few leaders
• To develop new leaders and build
one or two leaders
• To become more powerful as a group
• To allow everyone to feel a part of the effort and the successleaders and build
new skills within the group
• To get things done
• Group members feel more committed if they have a role and feel needed
• Those tasks you completed prior to assuming new role
Delegate…
• Those tasks your delegates have more experience with
• Routine activities
• Those things not in your core competency
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• Supervision of subordinates
• Long-term planning
Do Not Delegate…
g p g
• Tasks only you can do
• Assurance of program compliance
• Dismissal of staff, volunteers, etc.
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• …it’s too hard!
• …it takes too much time!
Roadblocks to Delegation
• …nobody can do it as good as I can
• …nobody else has any time Misconceptions about the true character of delegation and
• …one significant reason that overlaps all others:
HABITHABIT
• I Introduce the task
• D Demonstrate clearly what needs to be done
Steps in Delegation
D Demonstrate clearly what needs to be done
• E Ensure understanding
• A Allocate authority, information and resources
• L Let go
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Introduce the Task
Use What-Why Statements:
I want you to do …
Because you …
• Brainstorm 3 tasks you are currently doing
What-Why Statements
y y gthat could be delegated.
• Determine who would serve as your best delegate for each of the tasks.
• Compose what – why statements for each of the 3 tasks brainstormed.
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“The secret of success is not in doing your
own work but in recognizing the right
[person] to do it.”
~Andrew Carnegie
Red Need to look good technically, be right, and be respected. They are strong leaders and love challenges
Matching Tasks to Interpersonal Skills
g
Blue Need to have integrity and be appreciated. They are focused on quality and creating strong relationships
White Need to be accepted and treated with kindness. They are logical, objective, and tolerant of others
Yellow Need to be noticed and have fun. They love lif i l ti d b i iti dYellow life, social connections, and being positive and spontaneous.
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Let go…
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Support and Monitor
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Choosing the Task
•must, should, can, retain•knowing task requirement•assessing the risk
Choosing the People
•Ace, Kings & Queens,Jack, Jokers
•Know the facts, feel the support
Choosing the Task
•Letting Go•Showing TrustS ti Mi t k
Check ListFor Delegating
•Matching task to people
Briefing
•Set the Scene
•Supporting Mistakes•Obtaining Commitment
•Talk Over the Details•Describe the Background•Set Standards•Coaching•Reporting Progress
MonitoringProgress
•Checking•Advising•Reviewing•Giving Credit
• Resist delegating.
• Immerse themselves in overseeing the projects of others.
Micromanagement Hell
• Correcting tiny details vs. looking at the big picture.
• Take back delegated work before it is finished if they find a mistake in it.
• Discourage others from making
decisions without consulting them.
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I am definitely going to take a course on time
Time Management
y g g
management… just as soon as I can work it into
my schedule.
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Organize and Prioritize
Prioritize your tasksWhere do the majority of your tasks fall on the chart?
Urgent Not Urgent
Impo
rtan
t
IImportant and Urgent
IIImportant, but Not Urgent
nt III IV
Not
Im
port
an
Urgent, but Not Important Not Urgent and Not Important
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The Good, the Bad, and the Ugly
Benefits ConsequencesGreater productivity and efficiency.. Missed deadlines.
Inefficient work flow.
A better professional reputation. A poor professional reputation and a stalled career.
L t Hi h t l lLess stress. Higher stress levels.
Increased opportunities for advancement.
Poor work quality.
.
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• Fill in your calendar at the start of the chapter year
• Organize emails using Outlook folders
Calendar and Email Tips
g g
• Check email at set points in the day
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• In your group, share
– 3 time management tips that work for you
2 t h i f i il
Group Exercise
– 2 techniques for managing your email
– 1 way you avoid procrastination
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Don’t count every hour in the day, make every hour in the day count..
Time is PRICELESS.
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LTC Session Evaluation
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