Mastering Workflow

Jennifer PecorAdvocate Experience Coach

Time Management

The big problem is that your mind keeps reminding you

of things when you can’t do anything about them.

“Multi tasking when it comes to paying attention, is a myth.”

- Dr. John Medina

People who are interrupted:

Take 50% longer to complete a task. Make 50% more errors.

The 5 Steps:

1. Collect2. Process3. Organize4. Review5. Do

Step 1: Collecting

Gathering 100% of the incomplete “stuff.” Gather representations for each of these

items; whatever captures input for you best.

As soon as you attach a “should,” “need to,” or “ought to,” it becomes an incomplete.

Collecting involves both physical gathering and mental gathering.

The mental gathering, or “mind sweep,” involves writing down each thought, idea, project or thing that has your attention on a separate sheet of paper.

Exercise Take out your lists – including the one

from this morning. Take out your calendar. Spend 10 minutes gathering all of your

incomplete work “stuff:”– I “should be working on…”– I “need to…”– I “am going to…

Step 2: Process

Processing does not mean “spend time on it.”

Processing means ”decide what the next thing is and what action is required, and then dispatch it accordingly.”

Rules for Processing

Process the top item first. Process one item at a time. Never put anything back into “in.”

The Key Processing Question

What’s the next action? If there is no next action required, there

are 3 possibilities: – Trash/delete– Someday/maybe– Reference

The Key Processing Question

What’s the next action? The next action is the next physical, visible

activity that needs to be engaged in, in order to move the current reality towards completion.

Do it, delegate it, or defer it.

Exercise

In pairs, select five items from your “collection” list and decide:

1.What is it?2.Is it actionable?3.If yes – decide the very next physical

action required.

Step 3: Organize4 Key Action Categories

ProjectsCalendarNext ActionsWaiting For

Review

Daily Review: Calendar and Next Actions list.

Weekly Review: Projects, Next Actions, Waiting For and Someday/Maybe.

Do

“Every decision to act is an intuitive one. The challenge is to migrate from hoping it’s the right choice to trusting it’s the right choice.”

Do

The four criteria model for choosing action in the moment:

Context Time available Energy available Priority

Delegation

Delegation is primarily about…

“Assigning a task that you currently have in your

activity list (for which you are ultimately

responsible) and assigning it to other person with

confidence that he/she will complete with minimal

or no involvement from you.”

Delegation or Work Assignment?

Delegating- Supervisor tells employee what

results are required- Employee determines what

completed assign should look like

- Employee decides how to do the assignment

- Supervisor offers support in planning assignment and achieving results

- Supervisor follows up on planning and progress

Assigning Work- Supervisor tells employee what

the assignment is- Supervisor tells employee what

the completed assignment should look like

- Supervisor tells employee how to do the assignment

- Supervisor offers support and help in carrying out the assignment

- Supervisor follows up to check on progress of assignment

Delegation Roadblocks

- I can do it better myself

- I can’t trust my workers

- I don’t have time to involve others

- I can’t delegate something I don’t know how to do myself

- I can’t bring myself to delegating busy work

- I can’t delegate to my friends

- Everyone is already busy

LOSS OF CONTROL

Resistance to Delegation

- They don’t know how to do the task

- They have a fear of criticism for mistakes

- They lack confidence in their ability

- They don’t understand what is wanted

- They don’t have the time

- They don’t like doing it.

When to Delegate

- When somebody else is more skilled in

the task than you

- When an individual has approached

you with willingness to help on a

specific project

- When someone can develop himself or

herself by taking on a challenging

task

- When you don’t have the time to handle

your other responsibilities effectively

- When planning takes more time than

implementing

When Not to Delegate

- When the person has a negative attitude about the

task

- When the person is too busy to complete the task

- When the person cannot handle the responsibility

- When you will have to change the person’s

attitudes or behaviors

Why Delegation?

• Development of Personnel

• Helps in Time Management

• Increasing Total Power of manager/leader and

organization

• Demonstrates professionalism and effectiveness

• Creates a win-win situationDevelops a sense of accomplishment, trust,

opportunity to grow and gain recognition.

Steps of Successful Delegation

1Define the task

2Select the individual or team

3 Assess ability and training needs

4Explain the reasons

5 State required results

6Consider resources required

7Agree to deadlines

8Support and communicate

19 Feedback on results