Coworker keeps asking me to do their Excel tasks for them. I don't mind helping occasionally, but this is becoming ridiculous. How do I set boundaries without seeming like a jerk?

likeupliftinghelpful
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Two approaches:
Aggressive - Put your foot down and tell them that you're at capacity with other work and feel like it's doing a disservice to their growth if you just do their work for them all the time. Can pad with a statement of willingness to provide guidance here and there, if necessary.

Passive Aggressive - Dodge their reachouts, delay replies when and if giving any, and top it off with some half-assed, marginally helpful advice.

likesmart

I would tell them I am not always available. I can show you how to do it once but moving forward you need to start doing it. I would download tango to screen record your process and send it to them. You still help, teach them, and set a boundary to focus on your tasks.

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I always ask "what have you tried?" So I know they at least give an effort.

likesmart

@Associate 1, both good suggestions and logical. What about having a department training sessions on Vlookups and other essential functions?

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Great Question! Don’t know you but I am sure if i did and knew you were the GOAT, I would be standing in line. I would just be transparent and let people know when have availability.

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Yes, screen record. This way you can say you are cross training a college and get "above and beyond" points. If you just do it you turn into the person being taken advantage of.

likesmart

I'm all for the screen recording / teaching session. I help people where o can, but I also try to teach them. Even if it's a link to an article on the web.

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Emphasize that you are teaching them and ask them to take notes so they can work independently. It will take longer to explain the “what and why” but should empower them to try things on their own and only ask you for more difficult requests.

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Explain YouTube to them

likefunny

Tell them to go to Linked In learning

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Apologies- not able to assist- I am swamped with work.

If they keep asking, maybe you need to ask them, “hey, do you need help with excel? You come to me with support consistently and I don’t mind helping from time to time but I cannot support you all the time. I can help train and show you how to do these tasks?”

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Just say something like “ I could keep taking care of this for you but my work calls so lemme show you some of the tasks you need so my work priorities don’t delay your deliverables.”

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Send them to me. I’ll do freelance work. How much money can they afford to pay?

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1st. I'll gladly be your student and I'm very serious.

2nd. It's important to set boundaries. Don't let people take your kindness and use it as weakness. Remember that NO is a complete sentence. When you start setting boundaries it's going to be some people that is not going to like it and that will NEVER be your problem.

3rd. The ideal of creating department training sessions and screen recordings are awesome ideas. But make sure you get compensated.

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Start off with “not to be a jerk…” then proceed to be a jerk and they should get the point

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Tell to LIGMA

ChatGPT has changed the game in excel formula help. Just tell it what you’re trying to do and it will spit a formula for you. Saves so much time

You can try setting your own “office hours” where you can dedicate a certain amount of time helping people with their excel problems/questions. This way, you are literally setting that boundary and it’s on YOUR time where you feel at best capacity. Let it be known that if anyone has issues or questions they need help on, they will have to address those at your next office hours. You choose how long and how often you want to hold these but at least your time and effort is now in your control. Plus I’d bet some people will end up figuring out their issue on their own (wow Google 🤩) especially when they’re time constrained or just impatient in general.

Next time they make a request politely let them know “hey I’m happy to help, and I’d like to actually show you how so that you can advance your skill set as well and not be 100% reliant on someone else. Let’s schedule some time for you to shadow me doing this, you can take notes. And then next time I can watch you do it and fill in any gaps that you may still need support with”….something along those lines…Your coworker will either be grateful that you want to teach them a new skill or if they are in fact abusing your willingness to help, they’ll immediately get the message and stop asking you for excel help..I hope this is helpful for you!

Should create training sessions for the team

Tell them to take an excel course :)

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