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7 tips on how to give clear, understandable instructions to staff

7 tips on how to give clear, understandable instructions to staff

Giving clear understandable instructions is one of those things that sounds easy to do but in real life can actually be more complex, especially in an office environment or within a business. Mixed messages, assumptions and multiple options mean that the message received might differ from what we actually meant.

Earlier this year, I decided to enlist the assistance of a VA, (virtual assistant), from elance.com. I had never used a virtual assistant before and it quickly taught me the importance of giving clear, defined direction if you expect your instructions to be understood and acted upon in the way you want! This is particularly important when you are not face to face to deliver the instructions, as when directions are given over email or written it is hard to gauge the tone and you cannot physically point things out!

Furthermore, my VA was based in Malaysia where English was not his first language, thus it was even more important to give out clear instructions!

From my experiences, I want to share with you my top 7 tips on how to give instructions that are clear and get the job done that you want!

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1. Don’t assume they know what you mean

You know what they say, that assumption is the mother of all mistakes! Don’t be the fool that assumes people know what you mean. Whist most people in your office or business will be intuitive and switched on, they are not mind readers. An imperative when delivering clear instructions is to not assume the recipient knows what you mean, and this can be for anything from industry acronyms to who to contact in different departments or organisations. It will only take you a few seconds more to explain the details.

For example, I had instructed my VA to use tweetdeck (an app that schedules pre-written tweets), however just because I had heard of tweetdeck doesn’t mean that they have and I was wrong to assume that they had.

2. Be clear and specific

Everyone loves a waffle (dripping in maple syrup please) but no one likes waffle in conversation and especially not in an email or when it is a set of instructions. Whilst you don’t want to ramble on in your set of instructions (that would be a waste of your time and to be honest, they’d switch off after a while) you do want to ensure that your instructions are clear, specific and concise. Personally I prefer not to butter it up, and would rather get straight to be the point on what needs to be actioned or delivered, rather than making the instructions too flowery, which will only confuse.

For example, don’t just instruct “send a selection of the briefings to a few key stakeholders”, instead state how many stakeholders and to who, and what briefings! I often find it helps to bullet point as it reduces the temptation to waffle on and it helps your instructions and actions be more focused.

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3. Give time frames

Do not confuse matters by not being specific with your time frames and deadlines. What you consider as “soon” might be very different from your colleagues. If you think “soon” is the next couple of hours, yet your staff who you have instructed considered it to be in a few days then this communication is going to have serious implications in any business or project!

4. Give examples

Whenever possible, make sure you give examples. This will be especially beneficial if they are new to the role, or if they haven’t carried out the task before. This will help to add clarity to you instructions and help form a clearer picture of what it is you mean and want.

For example, if you are asking them to design a customer satisfaction survey for your new product then you might want to send them examples of other surveys previously used to give them bit of an idea.

5. Give alternatives

When delivering your instructions it is worth considering giving some alternatives just in case your preferred option of instruction is not viable or available.

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For example, it could be “I want you to set up a meeting on the 20th of this month for 2 hours with the Finance Director. If they are not available on the 20th, then the afternoon of the 26th will be fine, or we can meet with the Commercial Analyst instead”.

By giving alternatives you are empowering your staff to get the job done with minimal fuss and constant checking back in with yourself. The beauty of tasking someone else to do something is that you don’t have to do it, which will save you time. By setting alternatives they don’t have to keep coming back to you, after all it won’t save you time if you have to keep responding to queries.

6. Set boundaries

Personally I am not one for micro managing and because of this I am not one for people to keep checking in with me whether they should do something or not. Once a task is set, the instructions should be clear enough that further confirmation and clarification is not needed (however saying this it is obviously best to seek clarification if unsure!) If this rings true with you then you need to make sure that your instructions are clear so that they are certain what they are doing and don’t feel the need to keep coming back with questions. As with tip 5, setting boundaries is very important, especially if you cannot think of alternatives at the time then boundaries might work.

For example, you might instruct “go to the supplier and order 100 units. If the normal supplier is out of stock then it is fine to use a new supplier so long as they are no more than 10% more expensive and can deliver within 3 working days”. Here you haven’t been specific with your alternatives but clear enough on boundaries for them to make the call.

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7. Get clarification

Before you let your staff loose on the basis of your instruction, it wouldn’t hurt to seek clarification from them to ensure that they understand what the task at hand is and what is expected. You could simply ask at the end if there are any questions but the one issue with that is that it is all too easy to just simply say “no”. Either they might think they understand or they might even be too shy to ask! Perhaps ask them to recap on what is required, or what the priorities/objectives are so that you can ensure what you’ve said is what’s been heard!

Featured photo credit: picjumbo via picjumbo.com

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Last Updated on October 18, 2018

10 Key Characteristics of a Highly Successful Entrepreneur

10 Key Characteristics of a Highly Successful Entrepreneur

When it comes to starting your own business and pursuing your dream of becoming an entrepreneur, it can be advantageous to go all in and embrace the flexibility of finally quitting your day job.

Keep in mind, though, that it takes a special kind of person to take the business world by storm: a person who has cultivated the key characteristics of entrepreneurial success.

People with these characteristics are likely to succeed, whereas people without them have difficulty moving forward with even the most brilliant business ideas.

These characteristics of an entrepreneur are so important that I’ve decided to cover all 10 of them in detail so that you can start your business with your best foot forward.

1. Successful Entrepreneurs Practice Discipline

Plenty of business experts claim that you can’t get anywhere as an entrepreneur without vision or creativity, but that’s simply not the truth. Instead, the one quality that no entrepreneur can be successful without is discipline.

To build an idea into a business, you have to have the discipline to spend time slogging through the least fun parts of running a business (like the bookkeeping), rather than taking that time to do something fun.

Andrew Carnegie, one of the most financially successful Americans of all time, grew up working dull and difficult jobs in factories. Despite going to bed hungry some nights, he continued doing his best work. He was eventually hired by a railroad company and continued to move up the ladder until starting his own successful businesses. Carnegie is a fine example of an entrepreneur dedicated to discipline and hard work. He truly earned his dreams of prosperity and success.

When you’re the boss, there’s no one to keep you at work except yourself — and there’s no short-term consequences for skipping out early.

Sure, if an entrepreneur plays hooky enough he knows that the business just won’t happen, but it’s very hard to convince someone that ‘just this once’ won’t hurt (and to keep ‘just this once’ from becoming a daily occurrence).

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2. Successful Entrepreneurs Keep Calm

Things go wrong when you run your own business.

Most entrepreneurs go through crises with their businesses — and more than a few wind up with outright failures on their hands. But when you’re responsible for a business, you have to be able to keep calm in any situation. Any other reaction — whether you lose your temper or get flustered — compounds the problem.

Instead, a good entrepreneur must have the ability to keep his cool in an emergency or crisis. It may not make the problem easier to solve, but it certainly won’t make it harder.

Honestly, losing your calm is a quick path to becoming the kind of person who gives up in the face of adversity. Instead giving in to frustration, remember classic entrepreneur Benjamin Franklin.

Franklin kept his calm as he experimented and tweaked his inventions again and again in pursuit of success. He didn’t give up during his many failures – he chose to innovate. You can choose innovation, too.

If an entrepreneur can handle failure without frustration or anger, s/he can move past it to find success.

3. Successful Entrepreneurs Pay Attention to Details

Restricting your attention to the big picture can be even more problematic than ‘sweating the small stuff.’

As an entrepreneur, unless venture capital has magically dropped out of the sky, a small expense can be a killer. It’s attention to detail that can make a small business successful when it has competition and it’s attention to detail that can keep costs down.

Attention to detail can be difficult to maintain — going over ledgers can be tedious even when you aren’t trying to pay close attention — but keeping your eye on a long-term vision is just asking for a problem to sneak in under a radar.

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After a business grows, an entrepreneur might be able to hire someone to worry about the details. In the beginning, though, only one person can take responsibility for the details.

Skeptical about the importance of details? Look no further than Howard Schultz, who grew a small coffee shop called Starbucks into one of the most globally successful coffee businesses in the world through his extreme attention to detail.

He is famous for taking all aspects of growing a business into account, paying attention not only to financially smart business decisions, but also focusing on socially responsible business decisions. Details can take you far.

4. Successful Entrepreneurs Embrace Risks

No entrepreneur has a sure thing, no matter how much money s/he stands to earn on a given product. Even if a product tests well, the market can change, the warehouse can burn down and a whole slew of other misfortune can befall a small business.

It’s absolutely risky to run a business of your own and while you can get some insurance, it’s not like most investment options. Even worse, if something does go wrong, it’s the entrepreneur’s responsibility — no matter the actual cause. In order to deal with all of that without developing an ulcer, you have to have a good tolerance for risk.

You don’t need to channel your inner frat boy and take on absolutely stupid risks, but you need to know just how much you can afford to risk — and get a good idea of how likely you are to lose it. If the numbers make you uncomfortable, the risk is too great.

Embracing risks is essential for growth and additional success, as well. Walt Disney, for example, could have stayed comfortable with his advances in the film and animation industries, but decided to expand his brand with a new dream: a theme park that soared above the competition. Without taking this risk, the incredibly successful Disney theme park empire would never have come about.

An entrepreneur has to be willing to accept pretty big risks, with some level of comfort.

5. Successful Entrepreneurs are Balanced

You can take any characteristic too far. There’s a point at which attention to detail can become obsession or calm can become unemotional response.

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As an entrepreneur, you have to be able to balance your characteristics, getting the most of them without going over the edge. But balance for an entrepreneur goes far beyond keeping your characteristics in check, though.

Just as an entrepreneur doesn’t have a boss to keep them at work when necessary, they don’t have one to send them home when they’re done. If you are working for yourself, you have to decide how to balance your work and home life — and if you have a day job to add into the equation, balance just gets more complicated.

Oprah Winfrey, one of the most successful and influential entrepreneurs out there, understands the importance of balance. Winfrey has a lot going on; she runs her own media kingdom, acts, produces films, publishes print, and more. In an interview with Fast Company,[1] she talks about her efforts to balance priorities and self care, saying that she must ask herself what is truly important in each limited day.

You may or may not have as much on your plate as Oprah, but learning how to balance whatever you have going on in life will certainly help you farther along down the road as you learn to be a great entrepreneur.

6. Successful Entrepreneurs are Passionate and Motivated

In order to develop any of the above characteristics, you must have a foundation of passion. Staying disciplined day after day during the building of your business takes unrivaled motivation.

Before you start any business, ask yourself if you can sustain true excitement about your idea during even the darkest days ahead of you. If the answer is yes, then good for you! Nurture your natural motivation by taking these action steps throughout your business journey:

  • Commit to making short and long-term goals. Check in with them often to stay on task.
  • Have a plan in place for the inevitable days when you feel discouraged. Make a list of things that will help keep you motivated and focused.
  • Share your ideas with trusted individuals who are just as excited as you are. They will help keep your enthusiasm rolling even when you are feeling down.

By being prepared for apathetic days and holding fast to your authentic passion, you can actually enjoy your journey to success.

7. Successful Entrepreneurs Adapt

Remember this one word: flexibility. Seasoned entrepreneurs know that change is not only a part of life, but also a part of the business world. Expect change and choose to adapt.

As a new entrepreneur, it will be tempting to cling to your original business plan with no exceptions, even if you notice it isn’t working. Good entrepreneurs know that it’s okay to make smart, informed changes in order to ensure efficiency.

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8. Successful Entrepreneurs are Marketing and Sales Experts

No matter what kind of business you are starting, a knowledge of marketing and sales will save you many headaches. A passion for creating a beautiful handmade lifestyle product is not enough to run a successful lifestyle brand; it is critical that you understand key business principles in addition to your natural skills or great product line.

Not sure how to start? Taking business courses is a great idea, but you can also easily brush up on sales and marketing through free online resources. Check out these 10 Sales Skills Everyone Should Master To Be Successful to begin now.

9. Successful Entrepreneurs Have Strong Money Management

Along with sales and marketing skills, money management is a very useful tool in the box of the entrepreneur. Understanding how to best manage your money can be the difference between early success and early failure in the business world.

If money management isn’t your strongest skill, prepare to hire a financial expert to help you with any tricky business that comes up. Financial guidance and knowledge is never a bad idea.

10. Successful Entrepreneurs Ask Questions and Continually Improve

Pride is a natural human quality, but it’s important to humbly conduct some constructive criticism every now and again on both yourself as a leader and your new business as a whole.

Assess how things are going and be willing to make positive changes if necessary. Here’re 15 ways to cultivate lifelong learning.

If you are always improving, then how can you ultimately fail?

The Bottom Line

Let me remind you of one important fact: the qualities of an entrepreneur listed here are not exclusively available to some people and elusive to others.

Although some people may have natural strengths and weaknesses, these qualities can be learned by anyone interested in taking up the entrepreneurial challenge. It might not be easy to change old habits, but it is absolutely possible to cultivate these characteristics in yourself.

Whether you’re a business owner or an aspiring entrepreneur, with hard work, you can train yourself to develop the qualities that truly determine the entrepreneurial spirit and future success.

Featured photo credit: Unsplash via unsplash.com

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