Learn more about teamwork with this collection
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Why onboarding is crucial for customer retention
How to measure the success of onboarding
The prep work to delegate tasks will help to create a safety net for your teammate and result in less work for you over time. However, you still need to protect your energy and time.
In the delegation template, finish these sentences:
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Sometimes people will sit for days because they’re not sure if it’s okay to ask you for help something.
Make it easy for your teammate to know when and how to reach out to you. Specify which medium you prefer and what the trigger might be for them to reach out.
This ...
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Describe in one sentence the outcome you want to see for this project. This will help crystallize it for your teammate.
Don't describe your idea for a solution or a step-by-step process of the "how." It's important that the person you're delegating to choose their own method.
...
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Delegation sometimes feels like it will take more time, energy, and focus than just doing the project yourself. However, delegating is important as we want our teammates to be successful when they pick up bigger, visible projects. This requires some planning and ongoing support from us as manager...
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Your success metric will help your teammate know when the project is complete. The success metric should be time-boxed and not subjective.
Tell your teammate that you expect the project to be a stretch for them, but that's the point. You trust that they're capable and that they will let yo...
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Get very clear on 2 - 5 actions you'll take to support your teammate while working on the project. Each type of support should start with a verb like, "Reading and giving you feedback on ..."
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When an action step is part of your routine, you are bound to resist it less. This helps you preserve your energy and attention span for more difficult tasks that aren’t easily automated.
To develop habits to automate tasks:
After you have redefined success, consider how you want to invest your time and energy.
There will always be more work to be done, but make a choice to spend your time elsewhere: with family, friends, or in your community. And when you spend time with your family or friends, do so wi...
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