A continuación, le indicamos cómo puede delegar de manera efectiva como administrador de casos.
En su papel como administrador de casos, dominar el arte de delegar es esencial para la eficiencia y la eficacia. La delegación implica asignar responsabilidad y autoridad a otros para completar tareas, lo que puede ayudarlo a administrar su carga de trabajo de manera más efectiva. Al compartir la carga de trabajo, puede centrarse en los aspectos más críticos de la gestión de casos, como la elaboración de estrategias y la toma de decisiones de alto nivel. Recuerde, delegar no se trata de descargar trabajo; Se trata de empoderar a tu equipo para que contribuya al éxito de los resultados de tus clientes.
Antes de delegar tareas, tómese el tiempo para evaluar las habilidades y competencias de los miembros de su equipo. Comprenda sus fortalezas, debilidades y objetivos de desarrollo profesional. Este conocimiento le permite hacer coincidir las tareas con las personas adecuadas, lo que garantiza que cada tarea se maneje de manera eficiente y competente. La delegación efectiva no se trata solo de encontrar a alguien que haga el trabajo; Se trata de encontrar a la persona adecuada para cada trabajo, lo que a su vez puede conducir a mejores resultados para sus clientes y a un equipo más empoderado.
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Start by evaluating the skills and capabilities of your team members. Understanding each individual's strengths and weaknesses allows you to delegate tasks that are well-suited to their abilities, ensuring efficiency and fostering skill development.
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Effective delegation as a case manager involves clear communication of expectations, understanding team members’ strengths, providing necessary resources and support, and maintaining accountability through regular check-ins. It’s about empowering your team to take ownership of tasks while ensuring overall coordination and quality of care.
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As a career counselor for many years I found that assessing "interests" is very important, too. When deciding who to delegate one should also be aware of the "interests" of individuals; because it can be even more motivating than skills or goals. Interests are powerful.
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Begin by assessing the strengths and expertise of your team members, then match tasks to their skill sets and experience. Clearly communicate the scope of each task, expectations, and deadlines, providing necessary resources and support for successful completion. Set specific, measurable goals for each delegate, and encourage them to ask questions and seek clarification as needed. Maintain open lines of communication and provide regular feedback and guidance to ensure progress and quality. Trust your team members to carry out their responsibilities while remaining address any challenges they may encounter by empowering your team through delegation, promote professional development, and achieve better results for your clients.
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To effectively delegate as a case manager, first choose the right person by considering their skills, experience, interest, and current workload. Then, ensure clear communication by explaining the task, goals, deadlines, expectations, and providing all resources. Set realistic deadlines and define success criteria for the task, while also establishing communication and feedback options. Offer ongoing support and guidance, including training if needed, while demonstrating confidence in their ability. Finally, recognize and reward their hard work through praise, formal recognition, or rewards, showing appreciation for their contribution to the team and client success.
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It’s important to know and identity your team members skills, strengths and abilities to handle tasks, and understanding their current work load and how it may be impacted by delegation. It’s vital to prioritize and triage tasks so that the load is balanced.
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I have observed over my many years as a case manager, delegation is not an easy task for most. One trait of a good case manager is to be able to maintain control of the plan of care toward the end goal. However, one needs to remind oneself that keeping things moving and not unraveling does not preclude the other team members, especially the one being managed. If everyone has their said tasks it helps keep things on track. Delegation is not a maybe but rather necessary. And just as important, staying out of controlling other members' tasks is also necessary. Letting the plan flow makes for a more successful completion than micro-managing will ever accomplish.
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Understanding your team's capacity, strengths, and available time is paramount in assigning tasks appropriately and managing budgets. Regular communication ensures everyone is on the same page, fostering cohesion and clarity.
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In Teams finden wir einen Querschnitt verschiedener Persönlichkeiten und Kompetenzen. Als Führungskraft ist es unsere Aufgabe, die Stärken der einzelnen Teammitglieder zu erkennen und zu fördern. Delegierte Aufgaben, die nicht den Fähigkeiten entsprechen, führen zur Rückdelegation. Empowerment ist eine der großen Herausforderungen von Führungskräften.
A la hora de delegar tareas, es crucial establecer expectativas claras. Esto incluye explicar los objetivos de la tarea, los plazos y las normas o protocolos pertinentes. Asegúrate de que los miembros de tu equipo entiendan cómo es el éxito y qué recursos están disponibles para ellos. Al establecer expectativas desde el principio, minimiza la confusión y proporciona una hoja de ruta para que su equipo la siga, lo que puede conducir a un mejor rendimiento y responsabilidad.
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Clearly communicate what you expect from the delegated tasks. Define the objectives, deadlines, and standards required. Setting clear expectations upfront will help prevent misunderstandings and ensure that the outcomes meet the required standards
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As a counselor for 35 years I've found that setting expectations is foundational for relationship building and reducing the occurrences of frustration, disappointment, anger, fear, exasperation, and conflict. Setting expectations is like setting boundaries--it protects everyone from harm and softens disappointment. Setting expectations is not just about the "bottom line", the team performance, and deadlines. It's also about personal contentment and happiness; which increases productivity and success of all kinds.
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Say please and thank you. Do not ask others what you have not done yourself. Have clear guidelines, steps, procedures and what to do if there is a problem. Make requests with enough time for the person to carry out the task. Gain agreement on understanding the task and timeframe, and reassure, make it comfortable for the person to speak up if something was not clear. Find out if it is okay to check back on progress and set a timeframe. If given Monday, for Friday, agree on Wednesday check in and make self available at any other time in-between. Be aware of agency structure, culture, and roles around delegation, collaboration, support, teamwork and systemic functioning within each department and role so no one is stepping on anyone's feet.
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Add in the ‘why’! Why this task, why this person to do it. Help them understand the goals and priorities in their new tasks. Proper expectations and expressing why their skill set matches this task is importsnt.
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Aus meiner Erfahrung ist es unerlässlich, stetig mit den Mitarbeitenden im Austausch zu bleiben, um so gemeinsam Aufgabenbereiche und Ziele festzulegen. Klare Kommunikation zu Zielen, Zeitplänen und Zwischenergebnissen ist ein Muss. Wichtig ist aber auch, Verantwortung abzugeben und auf die Kompetenz Mitarbeiter zu vertrauen Gestalten Sie Eckpfeiler der Orientierung und räumen Sie insbesondere unerfahreneren Mitarbeitenden regelmäßig die Möglichkeit zur Reflexion ein.
Delegar no significa abandonar a tu equipo para que se encargue de las tareas solo. Ofrézcales apoyo y orientación a medida que asumen nuevas responsabilidades. Esté disponible para responder preguntas, proporcionar recursos y dar comentarios. Este apoyo no solo ayuda a completar con éxito las tareas, sino que también genera confianza y habilidades dentro de su equipo. Recuerda, tu papel es facilitar su éxito, no solo asignar tareas.
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Even after you delegate tasks, it’s important to remain accessible. Offer guidance and resources necessary to complete the tasks. Providing ongoing support helps build confidence in your team and ensures that they feel valued and understood
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Verantwortung abgeben bedeutet nicht, die Mitarbeitenden dem Chaos zu überlassen. Feedback, auch kollegialer Austausch hilft die Stärken und den Zusammenhalt im Team auszubauen. Wichtig ist auch, dass die Führungskraft weiterhin als Ansprechpartner zur Seite steht. Empowerment folgt verschiedenen Schritten, die Anleitung und Unterstützung bedürfen, um die eigenen Fähigkeiten besser wahrnehmen zu können und zu lernen, darauf zu vertrauen.
Empodera a tu equipo fomentando la autonomía. Confíe en ellos para que tomen decisiones dentro de su ámbito de trabajo y para que propongan soluciones. La autonomía fomenta un sentido de pertenencia y puede conducir a enfoques más innovadores para la gestión de casos. Cuando los miembros del equipo se sienten confiados y valorados, es más probable que estén comprometidos y motivados, lo que puede conducir a mejores resultados para los clientes y a un entorno de trabajo más dinámico.
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Encourage your team members to take initiative within the bounds of their responsibilities. Allowing them to make decisions and solve problems on their own fosters professional growth and builds their confidence in handling complex situations.
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Es muss nicht immer genau so laufen, wie ich es mir vorgestellt habe... In Teams können kreative Lösungen gefunden werden, die vielleicht nicht der Ursprungsidee der Führungskraft entsprechen. Wichtig ist hier, die unterschiedliche Sichtweise als Bereicherung zu erkennen und somit die Selbstwirksamkeitserfahrungen der Mitarbeitenden zu fördern.
Si bien es importante confiar en su equipo, también debe monitorear el progreso de las tareas delegadas. Verifique periódicamente para asegurarse de que las cosas estén bien encaminadas y ofrezca asistencia si es necesario. Monitorear el progreso lo ayuda a detectar posibles problemas con anticipación y brinda oportunidades para capacitación o apoyo adicional. También le muestra a su equipo que está comprometido con su éxito y el éxito de sus clientes.
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Keep track of the progress on delegated tasks through regular updates and check-ins. This not only helps ensure that tasks are on track but also provides an opportunity to offer feedback and make adjustments as necessary, reinforcing a cycle of learning and improvement.
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Ask questions and get feedback. Adjust tasks, expectations and due dates as the person responsible figures out how it fits in their wheelhouse. Provide support and flexibility as needed.
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Nutzen Sie die Eckpfeiler, die sie gemeinsam mit Ihrem Team festgelegt haben. Auch die Führungskraft sollte die Zeitpläne und Zwischenschritte im Blick halten und Termine zum Besprechen des aktuellen Sachstands vorhalten. Nur so kann frühzeitig erkannt werden, wo eventuell bachgesteuert oder unterstützt werden muss. Um den Entwicklungsprozess des Mitarbeitenden weiter zu unterstützen , sollte eruiert werden, wo die Schwierigkeiten liegen und wie die überwunden werden können, damit sie bei späteren Aufgaben nicht mehr auftreten.
Una vez completadas las tareas, tómese el tiempo para reflexionar sobre lo que salió bien y lo que podría mejorarse. Discuta estas reflexiones con su equipo y ajuste su estrategia de delegación en consecuencia. La mejora continua en su proceso de delegación conducirá a una gestión de casos más eficaz y a un desarrollo más sólido del equipo a lo largo del tiempo. Su capacidad para delegar de manera efectiva es una habilidad dinámica que debe evolucionar a medida que usted y su equipo crecen juntos.
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Debriefing after delegating a task helps those involved in the process understand what went well and what can be improved upon. Setting aside time to reflect as a group clears any misconceptions that may still linger surrounding a task or situation. These conversations also empower members of the team moving forward have more confidence in approaching situations within their scope that maybe similar in the future. This allows the team to work more cohesively in the future and also provide better service to clients moving forward.
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Keine Unterrichtsstunde endet ohne ein Zusammenfassen und Sichern des Gelernten. Jedes Projekt, jede delegierte Teilaufgabe muss entsprechend besprochen, reflektiert werden und die Erkenntnisse sollten gesichert werden, um Entwicklung zu unterstützen. Nur so kann entschieden werden, ob das Projekt den Stärken entsprochen hat, wo Veränderungen notwendig sind und welche Unterstützungsmöglichkeiten in einem neuen Projekt eventuell von Beginn an in Erwägung gezogen werden sollten.
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Delegation can be difficult to initiate due to your own reluctance to give up control of a process and concern that the work may not be completed to impact as it would be done if you completed yourself. It takes trust in your team to delegate important tasks and it always is a leap of faith when first transferring responsibility but with clear communication and acceptance of the fact that your team may find a way to achieve the outcome better than you would yourself it becomes much easier.
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Delegation is a skill about transfer responsibility and tasks to others,it gives case manager more time to focus on own activities and engage team members.Detecting tasks to know which one could be delegate without any harm,identify team members abilities to transfer responsibility,define goals and strategies to them to fully understand aims and explain desire outcomes and expectations,encourage and enhance their motivation to engage,facilitate communication and provide software platform to easy access to information and performance, training and provide multiple ways to improve their skills, monitoring progress and feedback, let them to evaluate themselves performance it makes easier to recover,
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Communication: In all six of the points outlined here it is fundamentally necessary to communicate by being an "active listener". An active listener pays close attention to what someone is saying, their tone of voice, facial expressions, body language, non-verbals, and even their thoughts. When you actively listen you are putting others ahead of your self, goals, desires, and selfishness...and if you do this they will prosper and grow like a sunflower following the sun. We have two ears and one mouth; so we should listen twice as much as we talk. We value our peers, coworkers, and employees by listening to them because we truly "care". "People don't care how much we know until they know how much we care" (John Maxwell).
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Gestión de casosA continuación, le indicamos cómo puede fomentar el crecimiento profesional como administrador de casos a través de la delegación.