6/27/2017. Delegation: An Essential Skill for Pharmacy Professionals. Delegation: An Essential Skill for Pharmacy Professionals. Learning Objectives

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1 Delegation: An Essential Skill for Pharmacy Professionals 1 JAY BUECHE, RPH MARK COMFORT, PHARM.D. JULY 9 TH, 2017 Delegation: An Essential Skill for Pharmacy Professionals 2 DELEGATION: AN ESSENTIAL SKILL FOR PHARMACY PROFESSIONALS, IS ACCREDITED BY ACPE FOR PHARMACISTS AND TECHNICIANS. ACPE L04-P ACPE L04-T JAY BUECHE AND MARK COMFORT HAVE NOT DISCLOSED ANY FINANCIAL OR CONFLICTS OF INTEREST IN RELATION TO THIS PROGRAM. Learning Objectives 3 Upon completion of this program, you should be able to: o Define delegation and describe the benefits of delegation in a pharmacy setting o Differentiate tasks that can and cannot be delegated o Demonstrate the steps required to engage in a successful delegation plan o Identify possible barriers and solutions to delegation o Develop a personalized action plan to delegate specific tasks to maximize productivity and team development 1

2 4 Fundamentals of Delegation 5 The thing that you do is not good. Both you and these people who are with you will surely wear yourselves out. For this thing is too much for you; you are not able to perform it by yourself Exodus 18:17, 18 DEFINITION OF DELEGATION 6 2

3 QUOTES ON DELEGATION The greatest leader is not necessarily the one who does the greatest things. He is the one that gets the people to do the greatest things." President Ronald Reagan As we look ahead into the next century, leaders will be those who empower others." Bill Gates, co-founder of Microsoft "To lead people, walk beside them. As for the best leaders, the people do not notice their existence... When the best leader's work is done, the people say, 'We did it ourselves!'" Lao Tzu, philosopher DELEGATION MYTHS 3

4 10 MYTH # 1: No One Can Do This Task As Well As Me! MYTH # 1: No One Can Do This Task As Well As Me! MYTH #2: I DON T HAVE TIME TO TRAIN 4

5 MYTH #2: I DON T HAVE TIME TO TRAIN 14 MYTH #3: MY BOSS WILL THINK THAT I AM SLACKING IF I DELGATE. OUR VISION OF HOW WE LOOK AT WORK! 15 5

6 How We Really Look At Work! DEVELOPING A DELEGATION ACTION PLAN STEP # 1: Determine WHAT You Will Delegate Tasks that Should be Delegated Administrative Repeatable What you are not good at What you have mastered 18 6

7 STEP #2: Choose the Right Person Skills Background/Experience Role STEP #3 Plan How to Delegate In Advance Step #4: Delegate the Task CLEARLY! 21 7

8 Step #5: Set Expectations & Timelines 22 Expected Outcome/Results Milestones/Timeline Deadline 23 Step# 6: Follow-up/Check-in 28 Delegation in a Pharmacy Setting 8

9 29 ACHIEVING RESULTS THROUGH OTHERS 30 Am I really the one who should be doing this, or can I delegate it to a direct report or a team of people? Why delegate? 31 9

10 Benefits of delegating Open up your time for other activities Get others more involved Cross-train your employees Increase your effectiveness Create better work-life balance 32 What can you delegate? 33 Tasks that can be delegated Nonjudgmental tasks Tasks that cannot be delegated Duties which may only be performed by a pharmacist Tasks that require clinical decision making Nonjudgmental duties 34 Texas Administrative Code, RULE (d)(2)(c) Pharmacy technicians and pharmacy technician trainees may perform only nonjudgmental technical duties associated with the preparation and distribution of prescription drugs, as follows: Receive refill authorizations, entering prescription data into system, preparing and packaging prescription drug orders, affixing labels to prescription containers, prepackaging, compounding, etc 10

11 What are non-judgmental tasks? Managerial or clerical tasks Writing schedule Reconciling invoices Ordering product/supplies Inventory Management People Management Interviewing Training 35 Group Exercise 1. Why do you want to delegate more? 2. What are you going to delegate? 3. Who do you want to delegate this to? 36 Delegation Process Determine WHAT you will delegate 2. Choose the RIGHT person 3. Create a plan in advance 4. Delegate the task CLEARLY 5. Set Expectations & Timelines 6. Follow-up / Check-in 11

12 Step #1 Determine WHAT to delegate Time consuming tasks Re-invest this time in other activities Tasks that others need to learn Cross-train Develop backups Career development 38 Pharmacists Technicians Step #2 Choose the RIGHT person Lead Technicians 39 Step #3 Create a plan 40 12

13 Step #4 Delegate the Task CLEARLY 41 Be specific Step #5 Set expectations Give them the big picture Set a time period Confirm understanding Check in periodically 42 Step #6 Follow-up 43 13

14 46 ADDITIONAL CONSIDERATIONS 47 STRATEGY VS. TACTICS STRATEGY PLANNING LARGE SCALE WHY DIFFICULT TO COPY LONG TIME FRAME TACTICS DOING SMALLER SCALE HOW EASY TO COPY SHORT TIME FRAME Adapted from Tactics vs. Strategy What s the Difference? by Jasmin Brand; LinkedIn; June 20,

15 51 52 SETTING MILESTONES 53 15

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