Mastering Workflow
description
Transcript of Mastering Workflow
![Page 1: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/1.jpg)
Mastering Workflow
Jennifer PecorAdvocate Experience Coach
Time Management
![Page 2: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/2.jpg)
The big problem is that your mind keeps reminding you
of things when you can’t do anything about them.
![Page 3: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/3.jpg)
“Multi tasking when it comes to paying attention, is a myth.”
- Dr. John Medina
![Page 4: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/4.jpg)
People who are interrupted:
Take 50% longer to complete a task. Make 50% more errors.
![Page 5: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/5.jpg)
![Page 6: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/6.jpg)
The 5 Steps:
1. Collect2. Process3. Organize4. Review5. Do
![Page 7: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/7.jpg)
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.
![Page 8: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/8.jpg)
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.
![Page 9: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/9.jpg)
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…
![Page 10: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/10.jpg)
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.”
![Page 11: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/11.jpg)
Rules for Processing
Process the top item first. Process one item at a time. Never put anything back into “in.”
![Page 12: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/12.jpg)
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
![Page 13: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/13.jpg)
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.
![Page 14: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/14.jpg)
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.
![Page 15: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/15.jpg)
Step 3: Organize4 Key Action Categories
ProjectsCalendarNext ActionsWaiting For
![Page 16: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/16.jpg)
Review
Daily Review: Calendar and Next Actions list.
Weekly Review: Projects, Next Actions, Waiting For and Someday/Maybe.
![Page 17: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/17.jpg)
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.”
![Page 18: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/18.jpg)
Do
The four criteria model for choosing action in the moment:
Context Time available Energy available Priority
![Page 19: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/19.jpg)
![Page 20: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/20.jpg)
Delegation
![Page 21: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/21.jpg)
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.”
![Page 22: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/22.jpg)
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
![Page 23: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/23.jpg)
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
![Page 24: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/24.jpg)
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.
![Page 25: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/25.jpg)
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
![Page 26: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/26.jpg)
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
![Page 27: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/27.jpg)
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.
![Page 28: Mastering Workflow](https://reader036.fdocuments.us/reader036/viewer/2022081420/56816032550346895dcf52ba/html5/thumbnails/28.jpg)
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