Delegation
Chapter 20 Delegation
Copyright © 2021 Wolters Kluwer • All Rights Reserved
1
Learning Objectives
1. Differentiate between assignment and delegation (ATI p 7-9) (Text 528 & 538)
2. Identify specific strategies that increase the likelihood of effective delegation (ATI p 8) (Text 530-32)
3. Describe delegation as a learned skill imperative to professional nursing practice –5 Rights of Delegation (ATI p 9-10) (Text p 529)
4. Delegate tasks using appropriate priority setting and personnel in specific situations (Text 535-540)
Copyright © 2021 Wolters Kluwer • All Rights Reserved
2
Learning Objectives
* Delegating and Supervising/the health care team (ATI p 8) (Text p 530-31)
5. Differentiate between tasks that should and should not be delegated to licensed and unlicensed personnel based on skill and education level as well as individual state scope of practice guidelines (ATI p 8) (Text 538-39)
6. Identify common causes of underdelegation, overdelegation, and improper delegation as well as strategies to overcome these delegation errors (Text 533-34)
Copyright © 2021 Wolters Kluwer • All Rights Reserved
3
Learning Objectives
7. Provide adequate information and authority to others to successfully complete delegated tasks (Text 529 & 531)
8. Identify factors that must be considered when determining what tasks can be safely delegated to subordinates (Text p 539)
9. Determine whether delegation to an unlicensed worker is appropriate in a specific situation, using a decision tree by the National Council of State Boards of Nursing (NCSBN) or a State Board of Nursing (Text p 539)
Copyright © 2021 Wolters Kluwer • All Rights Reserved
4
Definitions of Delegation #1
Getting work done through others
Directing the performance of one or more people to accomplish organizational goals
Giving someone else the authority to complete a task or
action on your behalf
Transferring or handing
off to a competent
individual, the authority
to perform a task/activity
in a specific setting/situation
Copyright © 2021 Wolters Kluwer • All Rights Reserved
5
Definitions of Delegation #2
Delegation should be used for assigning routine tasks and tasks for which the manager does not have time. It is also appropriate as a tool for problem solving, changes in the manager’s own job emphasis, and building capability in subordinates.
Copyright © 2021 Wolters Kluwer • All Rights Reserved
6
Strategies for Successful Delegation #1
Plan ahead.
Identify necessary skill and education levels to complete the delegated task.
Select capable personnel.
Communicate goals clearly.
Copyright © 2021 Wolters Kluwer • All Rights Reserved
7
Strategies for Successful Delegation #2
Empower the delegate.
Set deadlines and monitor progress.
Monitor the role and provide guidance.
Evaluate performance.
Reward accomplishment.
Copyright © 2021 Wolters Kluwer • All Rights Reserved
8
State NPA Essential Elements Regarding Delegation #1
Definition of delegation
Items that cannot be delegated
Items that cannot be routinely delegated
Guidelines for RNs about tasks that can be delegated
Description of professional nursing practice
Description of LVN/LPN nursing practice and unlicensed nursing roles
Copyright © 2021 Wolters Kluwer • All Rights Reserved
9
State NPA Essential Elements Regarding Delegation #2
Degree of supervision required to complete a task
The guidelines for lowering delegation risks
Warnings about inappropriate delegation
If there is a restricted use of the word nurse to licensed staff
Copyright © 2021 Wolters Kluwer • All Rights Reserved
10
Common Delegation Errors
Underdelegating
Overdelegating
Improper delegating
Copyright © 2021 Wolters Kluwer • All Rights Reserved
11
Causes of Underdelegating #1
Fear that delegation may be interpreted as a lack of ability to do the job completely or correctly
A desire to complete the whole job himself or herself
Fear that subordinates will resent delegated work
Lack of experience in the job or with delegation, or the need to control or be perfect
Enjoyment of the work
Copyright © 2021 Wolters Kluwer • All Rights Reserved
12
Causes of Underdelegating #2
It will likely be unnerving (at least initially) to allow a team member to complete a task for which you are ultimately responsible.
Copyright © 2021 Wolters Kluwer • All Rights Reserved
13
Causes of Overdelegating
Poor management of time; spending too much time trying to get organized
Insecurity in the ability to perform a task
Copyright © 2021 Wolters Kluwer • All Rights Reserved
14
Causes of Improperly Delegating
Wrong time, to the wrong person, or for the wrong reason
Beyond the capability of the person, or something the manager should do
Decision making without providing adequate information
Copyright © 2021 Wolters Kluwer • All Rights Reserved
15
The Five Rights of Delegation
Right task
One that is delegable for a specific patient
Right circumstances
Appropriate patient setting, available resources, and other relevant factors considered
Right person
Right person is delegating the right task to the right person to be performed on the right person.
Right direction/communication
Clear, concise description of the task, including its objective, limits, and expectations
Right supervision
Appropriate monitoring, evaluation, intervention, as needed, and feedback
Copyright © 2021 Wolters Kluwer • All Rights Reserved
16
Rules of Delegation
Always delegate to the right person, at the right time, and for the right reason.
Say no when you must.
Reward subordinates for jobs well done.
Copyright © 2021 Wolters Kluwer • All Rights Reserved
17
Clear Communication and Delegation
Define the task clearly.
Delineate end results, time frame, and standards.
Delegate the objective, not the procedure.
Copyright © 2021 Wolters Kluwer • All Rights Reserved
18
“Satisficing” Versus Maximizing Mode in Delegating
If the delegator requires a higher quality than “satisficing,” this must be made clear at the time of the delegation. Not everything that is delegated needs to be handled in a maximizing mode.
Copyright © 2021 Wolters Kluwer • All Rights Reserved
19
Delegation as a Function of Professional Nursing #1
Organizations must have a clearly defined structure where RNs are recognized as the leaders.
Job descriptions must clearly define the roles and responsibilities of all.
Educational programs must be developed to help personnel learn roles and responsibilities of each other’s roles.
Adequate programs must be developed to foster leadership and delegation.
Copyright © 2021 Wolters Kluwer • All Rights Reserved
20
Delegation as a Function of Professional Nursing #2
Although the Omnibus Budget Reconciliation Act of 1987 established regulations for the education and certification of “certified nurse’s aides” (minimum of 75 hours of theory and practice and successful completion of an examination in both areas), no federal or community standards have been established for training the more broadly defined NAP.
Copyright © 2021 Wolters Kluwer • All Rights Reserved
21
Delegating to Unlicensed Assistive Personnel (UAP)
Potential Costs
Liability for negligence
Issues for task delegation
Job description
Knowledge base
Demonstrated skills
Responsibility for patient outcomes
Copyright © 2021 Wolters Kluwer • All Rights Reserved
22
Sample Titles Given to UAP and NAP #1
Nurse extenders
Care partners
Nurse’s aides
Orderlies
Assistants
Attendants
HCAs
Technicians
Copyright © 2021 Wolters Kluwer • All Rights Reserved
23
Sample Titles Given to UAP and NAP #2
In assigning tasks to NAP, the RN must be aware of the job description, knowledge base, and demonstrated skills of each person.
The NAP has no license to lose for “exceeding scope of practice” and nationally established standards as to what the limits should be for NAP in terms of scope of practice do not exist.
Copyright © 2021 Wolters Kluwer • All Rights Reserved
24
Sample Titles Given to UAP and NAP #3
Professional nursing organizations and regulatory bodies are actively engaged in clarifying the scope of practice for unlicensed workers and delegation parameters for RNs.
Copyright © 2021 Wolters Kluwer • All Rights Reserved
25
Sample Titles Given to UAP and NAP #4
Assuming the role of delegator and supervisor to the NAP increases the scope of liability for the RN. Although the NAP does bear some personal accountability for their actions, this does not negate accountability for the RN who delegated the task(s).
Copyright © 2021 Wolters Kluwer • All Rights Reserved
26
Monitoring Delegated Tasks
Managers should ask the individuals to whom they are delegating if they are capable of completing the delegated task but should also validate this perception by direct observation.
Monitoring delegated tasks keeps the delegated task before the subordinate and the manager so that both share accountability for its completion.
Copyright © 2021 Wolters Kluwer • All Rights Reserved
27
Resistance to Delegation
Resistance is a common response by subordinates to delegation.
One of the most common causes of subordinate resistance to, or refusal of, delegated tasks is the failure of the delegator to see the subordinate’s perspective.
Resistance to delegation may also occur when tasks are overdelegated in terms of specificity.
Copyright © 2021 Wolters Kluwer • All Rights Reserved
28
Elements Affecting Delegation to a Transcultural Work Team
Communication
Space
Social organization
Time
Environmental control
Biological variations
Copyright © 2021 Wolters Kluwer • All Rights Reserved
29