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Setting and aligning on expectations is the starting point for all things management—whether you’re hiring, setting goals, delegating projects, or evaluating performance. Here are three simple steps for getting aligned on expectations.
Project leaders and managers: use this worksheet when delegating a new project or responsibility to get aligned on expectations, resources, constraints, and how you’ll check in about progress.
Try our “MOCHA” model (Manager, Owner, Consulted, Helper, Approver) to establish clear roles on projects.
Learn about PTR, a tool that can help you focus on what really matters so that you can mitigate bias and get to better outcomes.
Check out some examples of PTR in action, and how to manage towards your requirements with your preferences and traditions in mind.
Try our “MOCHA” model (Manager, Owner, Consulted, Helper, Approver) to establish clear roles on projects.
Check out these videos that answer some frequently asked questions about MOCHA.
Here’s an email you can use to introduce our MOCHA model for clarifying project roles and get everyone using the same vocabulary.
Project leaders and managers: use this worksheet to figure out how engaged you’ll be in a project you’re delegating.
Setting and aligning on expectations is the starting point for all things management—whether you’re hiring, setting goals, delegating projects, or evaluating performance. Here are three simple steps for getting aligned on expectations.
Project leaders and managers: use this worksheet when delegating a new project or responsibility to get aligned on expectations, resources, constraints, and how you’ll check in about progress.
By debriefing at the end of a project, you can capture lessons learned to ensure even better results next time. This template will help you ask the right questions.
When looking for work you can delegate, ask yourself: what are the areas where you can make the greatest impact and leverage your strengths? Use comparative advantage to decide what work you should own and what you should delegate.
Use this comparative advantage worksheet to decide what work you should own and what you should move off your plate, either through delegation or deprioritization.
The delegation boomerang can undermine the work, your team, and your management. Here are tips for dodging it (while still supporting your staff member to do the work!).
Check out these frequently asked questions about avoiding the delegation boomerang.
Someone’s feelings of responsibility and autonomy over their work is a crucial part of their success. Here are five tips for helping your staff person feel a sense of ownership.
In this article, we answer a reader question about how to make sure the work gets done well without micromanaging.
To help you monitor progress and understand how work is really going, here are some probing questions that will help you get beneath the surface.
Here are some of the most common questions we hear about MOCHA roles and implementation.
For complex projects, it’s helpful to have a written plan that lays out “who will do what by when,” including interim deadlines for smaller components.
Here is a list of some of the most common choice points, or key decision-making opportunities, managers face that may have equity and inclusion impacts.
Si alguna vez ha tomado una decisión—desde la forma de comunicar anuncios importantes al personal hasta lo que ha comido en el desayuno—ha utilizado el PTR. PTR, que significa preferencias, tradiciones y requisitos, es una herramienta que puede ayudarle a centrarse en lo que realmente importa para que pueda mitigar el sesgo y llegar a mejores resultados.
Utiliza esta hoja de trabajo de ventaja comparativa para decidir qué trabajo debe ser suyo y qué debe dejar de serlo, ya sea por delegación o por despriorización.
Líderes y gerentes de proyectos: utilice esta hoja de trabajo cuando delegue un nuevo proyecto o responsabilidad para ponerse de acuerdo sobre las expectativas, los recursos, las limitaciones y la forma de revisar el progreso.
A key component of the delegation cycle is finding strategic ways for the manager to stay engaged. This article helps managers and staff align on where to check in over the course of a project.
This interactive, online training for social justice and educational equity leaders provides essential tools and mindsets for equitable, sustainable, and results-driven management.
This interactive, online training empowers staff in non-supervisory roles to get outstanding results at work and build strong relationships.