Ask, Follow Up, Decline: Ready-Made Lines That Get People Moving

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Ask, Follow Up, Decline: Ready-Made Lines That Get People Moving

A template for junior staff who freeze up when they need to ask a colleague for help or turn work down, holding ready-made phrases for asking, following up, and declining politely at work. The whiteboard carries a take-it-or-decline matrix scored on your own capacity against the impact on others, three frames of lines for asking, chasing and saying no, a 5W1H diagram for building each request, and a weekly KPT review. The kanban board runs five columns, from stuck moments to go-to phrases, and arrives with 5 parent tasks and 13 subtasks. Swap “as soon as possible” for a real date and time, and keep four ways to decline ready (full no, partial yes, later, refer), and within a few weeks you stop carrying work you never agreed to.

0 いいね 0 コピー 作者: WeProcess
asking for help follow-ups saying no workplace phrasing team coordination
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1. Take It or Decline It (your capaci... Say yes on the spot Say yes with terms Decline on the spot Take it to your manager 2. Lines for Asking (a senior or anot... 3. Follow-Up Lines (three steps, each... 4. Lines for Declining (four types to... Ask and Decline S... How to use: 1. De... Lines for asking Follow-up and limits Lines for declining Where it turns 縦軸: Your own capa... If it is done in under 30 minutes, say yes straight away. Goodwill banked now is what gets your own requests moved later. Take it, but you set the deadline and the scope. Agree on something like Monday morning, analysis not included, before you start. When your hands are full and the impact is small, decline right away. Give the reason and the date you free up and nobody takes offense (use frame 4). Do not carry it alone. Ask your manager the same day to re-order the priorities or add a second person. “Do you have five minutes on the Q2 report? I need a decision on the format.” “Which would you go with, option A or option B? I will follow your call.” “Can you get it to me by Friday 5 p.m.? Monday morning works too if that is tight.” “I will do the work — all I need from you is the final sign-off.” Step 1, day before the deadline — “This is due tomorrow at 5 p.m. How is it looking?” Step 2, day after — “I have not received the file yet. Let me know if it crossed with my message.” Step 3, two business days later — “Without it today the launch slips, so I will start on a workaround.” When to hand it up — share it with your manager as soon as step 3 gets no reply, or the deadline is at risk. Full no — “I am at capacity with the launch this week, so I cannot take this on.” Partial yes — “I can get you the numbers today. The slides would have to wait until Thursday.” Later — “I can pick this up from Tuesday next week. Does that still work for you?” Refer — “Maya owns that area, so let me check with her and come back to you today.” 5. Build the Requ... Q2 sales roll-up request What Q2 sales by department, on one page Why Input for next week’s review deck Who I compile it, my manager checks once When Thursday noon, or Friday a.m. at a push Where Shared drive, in the Reviews folder How Three-line chat first, detail by email 6. This Week in R... Keep (what to keep doing) Named a hard deadline, Friday 5 p.m.→ the reply came back Thursday morning Answered with a partial yes→ the other side was fine with it Problem (what got in the way) The ask that said as soon as possible sat for 3 daysneither the reason nor the urgency landed Pushed for an answer on the spot and said yes anyway(twice this week) Try (what to try next) When pushed for an instant answer, buy time withI will come back to you by tomorrow morning Move any line that worked twice into thego-to phrases column before Friday close
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タスクボードの内容

Stuck moments 18件

List stuck moments
Make an ask template
Plan your follow-ups
Build 4 kinds of no
Log what you used
Review last week
Post 3 as cards
Add a one-line why
Set a date and size
Offer one fallback
Write nudge one
Set a hand-off line
Write a full no
Draft a partial yes
Add delay and refer
Save what worked
Keep the misses too
Run a weekly KPT

Drafting 0件

Tried it 0件

Worked 0件

Go-to phrases 0件