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What do you do if delegated tasks are not progressing as expected?

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As a patient advocate, you may need to delegate some tasks to other professionals or volunteers to ensure the best care and support for your clients. However, sometimes things don't go as planned and you may face delays, misunderstandings, or errors in the delegated tasks. How do you handle these situations and ensure the quality and timeliness of your work? Here are some tips to help you manage delegated tasks effectively and avoid potential problems.

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Gislaine dos Santos Barbosa

Experiência do cliente (CX) | Métricas NPS, CSAT, CES | Melhoria Contínua | Metodologias ágeis I Mapeamento de Jornadas…

1 Set clear expectations

Before you delegate any task, make sure you communicate clearly what you expect from the person or team who will perform it. This includes the scope, deadline, quality standards, and reporting methods of the task. You can use tools like checklists, templates, or guidelines to provide more details and clarity. You should also explain the purpose and importance of the task and how it relates to the overall goals and outcomes of your client's case.

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Michael Elwan

Founder- LEXs | Board Member | PhD Researcher, Strategist, and Advocate Building Pathways for Lived Experience Leaders | BCom (Accounting), MBA (Distinction), MSocWrk | Views Are My Own
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Setting clear expectations is a fundamental aspect of effective delegation, ensuring that tasks are performed efficiently and to the required standard. Communicating the scope, deadline, quality standards, and reporting methods in a clear and concise manner eliminates ambiguity, allowing the individual or team to understand fully what is expected of them. This clarity not only facilitates better execution of tasks but also enhances accountability and alignment with the project's objectives.

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2 Monitor progress

Once you have delegated a task, don't just assume it will be done correctly and on time. You need to monitor the progress of the task regularly and provide feedback, guidance, and support as needed. You can use tools like calendars, trackers, or reminders to keep track of the deadlines and milestones of the task. You should also check in with the person or team who is doing the task periodically and ask for updates, reports, or evidence of the work done.

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Gislaine dos Santos Barbosa

Experiência do cliente (CX) | Métricas NPS, CSAT, CES | Melhoria Contínua | Metodologias ágeis I Mapeamento de Jornadas I VoC I Pesquisas & Consumer Insights I Jornada do Cliente I UX Research
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Realizar reuni?o de alinhamento: é fundamental reunir a equipe para discutir e entender as barreiras que est?o impedindo o progresso das tarefas. Isso ajuda a identificar problemas e buscar solu??es em conjunto. Atuar com a comunica??o e colabora??o: Destacar a importancia da comunica??o regular, como a rotina da daily, para que todos estejam cientes das entregas, dos obstáculos encontrados e possam colaborar para superá-los. O time deve contar com o apoio do líder: O líder deve estar disponível para ajudar a equipe, utilizando sua posi??o para remover obstáculos burocráticos ou oferecer suporte conforme necessário, como por exemplo: acionar o gestor para ter mais for?a na cobran?a de um prazo envolvendo uma outra área.

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3 Address issues

If you notice that a delegated task is not progressing as expected, don't ignore it or hope it will resolve itself. You need to address the issue as soon as possible and find out the root cause and the possible solutions. You can use tools like problem-solving frameworks, action plans, or escalation procedures to help you deal with the issue. You should also communicate with the person or team who is doing the task and listen to their concerns, challenges, or suggestions. You may need to adjust the expectations, provide more resources, or reassign the task depending on the situation.

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4 Recognize achievements

When a delegated task is completed successfully and on time, don't forget to recognize and appreciate the person or team who did it. This will help you build trust, rapport, and motivation among your collaborators and encourage them to perform well in the future. You can use tools like thank-you notes, certificates, or rewards to show your gratitude and recognition. You should also share the results and impact of the task with your client and other stakeholders and highlight the contribution of the person or team who did it.

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5 Evaluate outcomes

After a delegated task is done, you should evaluate the outcomes and learn from the experience. This will help you improve your delegation skills and identify areas for improvement or best practices for future tasks. You can use tools like surveys, feedback forms, or debrief sessions to collect and analyze data and feedback on the task. You should also reflect on your own performance and behavior as a delegator and ask yourself what you did well and what you could do better next time.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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What do you do if delegated tasks are not progressing as expected?

1

2

3

4

5

6

1 Set clear expectations

2 Monitor progress

3 Address issues

4 Recognize achievements

5 Evaluate outcomes

6 Here’s what else to consider

Patient Advocacy

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What do you do if delegated tasks are not progressing as expected?

1

2

3

4

5

6

1 Set clear expectations

2 Monitor progress

3 Address issues

4 Recognize achievements

5 Evaluate outcomes

6 Here’s what else to consider

Patient Advocacy

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感谢您的反馈

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