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Howard Dion
Sales Process Consultant
Bensalem, Pennsylvania

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How to Reduce Your Risks as a Manager

The weakness in planning is with the day-to-day activities of the people on the front-line, the people who manage other people. If you do not plan, you will not be as successful as you could be.
Written Nov 26, 2012, read 1286 times since then.
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If you do not plan, you will not be as successful as you could be.  That is true in business and in your personal life.  Planning is about looking at your options, about making decisions, and about being in control.

Planning is a formal process that requires a commitment of time, energy, and thought. You would think that everyone in business knows how to plan.  Unfortunately, that is only partially true.  Are there people who know how to do a business plan, or succession plan, or a strategic plan?  The answer is yes. If they do not and the plan is critical to the company’s success, they will go to the marketplace and hire someone who does know how to complete the plan. This is not where I see a weakness in planning.

The weakness in planning is with the day-to-day activities of the people on the front-line, the people who manage other people.  In this regard, company size does not matter.  If you have less than 10 employees or more than 10,000 employees, the planning weakness can still exist.

Description of the Problem

The problem is with the undertakings that managers must accomplish that are not simple repetitive tasks.  Undertakings like delegation, coaching, goal setting, and performance management.  Although, management roles and responsibilities can vary from industry to industry they all have one thing in common.  That is, the manager’s ability to plan an undertaking that has a high degree of risk that is not traditionally considered something you would spend your time planning for before you took action.  

Where formal processes exist for things like strategic planning, formal processes may not exist for some of the things managers must accomplish on a daily basis.  To reduce the risk of failure, managers may need to create their own planning process and then be willing to use the insight tool they created on an as needed basis.  

A Solution

Sally wants to delegate one of her current responsibilities to a subordinate. Currently, she spends five or six hours a week overseeing what is entered into the CRM by the sales team. Because of her workload, she is sometimes not as diligent as she would like to be. The risk associated with delegating this task is high because if the information is not up-to-date and accurate it will negatively affect the monthly sales forecast, and that would make her look bad in front of her boss. She decided to do some planning before she scheduled the meeting with her subordinate.

Sally recognized that planning means she has to schedule the time to sit down and go through the formal planning process.  She decided to use the Delegation Planner, an insight tool that she designed just for that purpose. The tool is a one-page Word document that looks like a form.  In a little less than forty minutes, she completed the Delegation Planner.  Below is a description of the steps she completed.

  • Describe the task you decided to delegate.
  • Why do you want to delegate this task? 
  • Whom will you delegate this task to?
  • What are the benefits to this person for taking on this new responsibility?
  • What is the timeframe for completing this plan?
  • Write the training program for teaching the individual to do the work. 
  • What is the target date for completing the training program?
  • When will you hold a meeting with the individual to explain your intentions?
  • When will you hold one or more supervision meetings after training?
  • What is the target date to release the person from training and oversight?

Some of the tasks you must accomplish are not frequent and repetitive. You should evaluate those assignments for risk.  If the risk is there, do not wing it. Schedule time to plan for what you must accomplish.  The result will be well worth your time, energy, and thought.

 

Learn more about the author, Howard Dion.

Comment on this article

  • Press Release Services 
Philadelphia, Pennsylvania 
Ramiro Rodriguez
    Posted by Ramiro Rodriguez, Philadelphia, Pennsylvania | Nov 26, 2012

    Hey Howard,

    Great article. If you want, I can re-post it on my website and provide a link back to your site so you get some SEO value.

    Let me and I'll post it today at some point :-)

    My website is: Original Press Releases at www.original-press-releases.com

    It is a page rank 2 'do-follow' site so you'll good link juice. I'm not sure if you do any SEO for your website, but it is important to help you rank higher in the search engines.

  • Sales Process Consultant 
Bensalem, Pennsylvania 
Howard Dion
    Posted by Howard Dion, Bensalem, Pennsylvania | Nov 26, 2012

    Hi Ramiro:

    Thanks for the positive feedback, and yes, you can post to your Web site.

    Please send me a link when you so so I can see for myself.

  • Press Release Services 
Philadelphia, Pennsylvania 
Ramiro Rodriguez
    Posted by Ramiro Rodriguez, Philadelphia, Pennsylvania | Nov 26, 2012

    For some reason Biznik is not allowing me to post the full link here. Send me your email address and I'll send the link that way or just go to my website.

    2012/11/tips-on-how-to-reduce-your-risks-as.html

    ==========

  • Sales Process Consultant 
Bensalem, Pennsylvania 
Howard Dion
    Posted by Howard Dion, Bensalem, Pennsylvania | Nov 26, 2012

    Email is Howard@mcgconsult.com

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