3. LPT Request: How to nicely tell a coworker, "This isn't in my job description"

LPT Request: How to nicely tell a coworker, "This isn't in my job description"

I don't often get requests face to face - mostly via email - usually about things having to do with getting new-hires set up because I am the main trainer. Thing is, it's not my job to get them set up with technology or facilities, just knowledge. I think mostly they're trying to get out of following process because our processes are annoying. So when I get an email from a someone saying, "Hey, I need you to get headsets for the new hire class" or "You need to have the PCs imaged for the next wave" I then invite the person to an online chat, and then bring in the person who actually would take care of the thing they're asking for. I then act like I'm doing the requester a huge favor by putting him/her in touch with the right party.

"James, this is Beverly. Have you met before? She needs the CRM tool installed on fifteen PCs and wasn't sure who to ask for that, so I knew to put you and her together. Beverly, James here will assist you with this but you'll probably need to submit a catalog ticket. I have to get back to the classroom now but James can answer any questions you might have, he's our best IT person. Thanks so much, James. Both of you have a great day."

The trick is to know who is supposed to do what you're being asked to do, and then get that person together with the asker - don't just say "I don't do that and I don't know who does, so you're on your own" or "Go talk to Jeannine in Accounting, she handles the billing." It's far better to get the two parties in the same room (lead the person to the correct department) or via messenger or email (by replying with a cc: to the right person and say "I've added Chris here who is the point person on that project - Chris, here's a rundown of what's needed..."

Be a facilitator instead of a buck-passer.

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