Author Archives: Tom Foster

About Tom Foster

Tom Foster spends most of his time talking with managers and business owners. The conversations are about business lives and personal lives, goals, objectives and measuring performance. In short, transforming groups of people into teams working together. Sometimes we make great strides understanding this management stuff, other times it’s measured in very short inches. But in all of this conversation, there are things that we learn. This blog is that part of the conversation I can share. Often, the names are changed to protect the guilty, but this is real life inside of real companies.

The Executive Team Meeting

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As time ticked by, Kevin DuPont’s democratic decision-making began to show some cracks. The executive management team got together each week to kick around the most pressing issues. But Kevin and his team were often at loggerheads when it came around to budget issues. Each department seemed to have its favorite projects.

The starched white shirts would gather in pairs, making deals on the side to support this budget item or that odd project. As presentations were made, the team was slow to poke holes, for fear their pet project would be subject to the same scrutiny.

The Executive Team Meeting, it was called. There were hidden agendas, under the table handshakes, unconscious agreements not to spoil the day for each other. Each meeting’s agenda was like a stepping stone across a creek. Quick strides for each measured step. If a stepping stone was unstable, discussion moved quickly to the next item. Real problems in the agenda were avoided. There was collusion, not cooperation. There was defensiveness, not inquiry. This was the Executive Team Meeting.

Excerpt from Outbound Air, Levels of Work in Organizational Structure, soon to be released in softcover and for Kindle.

Cross Functional Working Relationship – Advisor

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Advisor

“And this advisor relationship?” Catherine asked.

Javier stopped, looked first at Catherine and then at Jim. “That’s easy,” he concluded. “Jim is your advisor. He doesn’t make task assignments. He doesn’t audit or monitor, but when asked, he gives you his best judgment, advice and counsel.”

Cross Functional Working Relationships

Excerpt from Outbound Air, Levels of Work in Organizational Structure, soon to be released in softcover and for Kindle.

Cross Functional Working Relationship – Collateral

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Collateral

“And, what is this collateral relationship?” Catherine asked.

Javier nodded. “It’s like a coordinating relationship, but typically between project team members. They are required to cooperate, support and help each other. Where they have a priority conflict, they have to decide how their manager would handle the priority. If they can’t figure it out, they have to ask their manager. In some cases, the manager has to step in, but if the team members can make the appropriate judgment, it speeds things along.”

Cross Functional Working Relationships

Excerpt from Outbound Air, Levels of Work in Organizational Structure, soon to be released in softcover and for Kindle.

Cross Functional Working Relationship – Coordinating

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Coordinating

“And what’s this between marketing and operations?” Catherine asked.

“The timing is tricky,” Javier explained. “We need to close a gate and shut down operations, but we also need to maintain confidence from our customer base. We need to communicate that we know what we are doing, and that we stand behind our commitments. At the end of the day, each ticket we issue is a contract for carriage, and we have to make that commitment good. Flight operations can decide what to do, but we have to coordinate with marketing to make sure we explain things accurately and timely to the public.” Javier stopped to make sure his explanation was understood.

“So, I got my flight operations manager and my marketing manager together to explain their accountability,” Javier nodded. “Funny, they both complained that they could not be accountable because they had to depend on the other manager to execute. I agreed that, yes, they had to depend on each other to effectively execute. If either called a coordinating meeting, the other person was required to attend and actively participate. Neither was each other’s manager, but, both required to be responsive to each other.”

Cross Functional Working Relationships

Excerpt from Outbound Air, Levels of Work in Organizational Structure, soon to be released in softcover and for Kindle.

Cross Functional Working Relationship – Monitor

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Monitor

“And for some cases, I don’t think we need a full blown auditor,” Javier explained, “but we may need someone to monitor the way we do something. The monitor and the auditor are looking for the same things, but the monitor does not have the authority to delay or stop the activity, only the accountability to report to someone who does have that authority. With this distinction, I can specifically assign the authority that is appropriate. Everyone understands, so no one gets bent out of shape.”

Cross Functional Working Relationships

Excerpt from Outbound Air, Levels of Work in Organizational Structure, soon to be released in softcover and for Kindle.

Cross Functional Working Relationship – Auditor

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Auditor

“We have some contractual commitments still in force,” Javier explained. “While we may renegotiate some of these obligations, until then, we have to abide by the contract. In some cases, I enlisted people to review the way we shut down some of the routes and gates. If we are about to do something that will put us in default, they have the authority to delay or stop what we are doing?”

“So, are they prescribing things for people to do, as a project leader?” Catherine asked.

“No,” Javier replied. “They are there to observe and review, but they have the specific authority to delay or stop anything that jeopardizes the project.” Javier thought for a moment. “An auditor is like a safety director. The safety director doesn’t tell people what to do, or give people task assignments. But, if someone is engaged in an unsafe work practice, the safety director has the authority to delay or stop the unsafe work practice, even though they are not anyone’s manager.”

“Okay, I get it,” Catherine agreed.

Excerpt from Outbound Air, Levels of Work in Organizational Structure, soon to be released in softcover and for Kindle.

Authority of a Project Leader

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Prescribing (Cross Functional Working Relationship)

“And what will your relationship be with each person working on your project team?” Catherine asked.

“First, I am not the manager for the people on my project team,” Javier was clear. “But, I do have authority to directly make task assignments within the scope of the project and within the parameters I negotiated with their manager. If there is a priority conflict between my task assignments and their manager’s task assignments, the project team member just raises their hand. It’s up to me and their manager to work it out between the two of us. We understand the context of their regular assignments and the context of the project work. The team member does not have to be schizophrenic, or play favorites, they just have to raise their hand.”

“Okay, and what else?” Catherine asked.

Authority Inside a Project Team

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Service Getting (Giving)

“How did you explain it to the team?” Catherine asked.

“As I approached each department manager, I told them I was working on a project, Project X, where I needed specialized resources from other departments. I explained what I needed, how much I needed and asked for their recommendation.

“For the project accounting, I asked our CFO for a controller level person with ten hours a week to track the direct and indirect costs for the project. The CFO suggested this would be a subsidiary ledger inside our accounting system anyway, and she assigned someone to the project.

“That’s the way it went with the other five departments working on the project.” Javier stopped because he knew that Catherine would have a question.

Role Mis-Match?

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From the Ask Tom mailbag –

Question:
How do you deal (humanely) with someone who clearly is holding an S-IV role, but only appears to have S-III capability?

Response:
First, understand that this person is doing their best, and the mistake was made by the manager (I assume that is you) who promoted this person into that role without proper due diligence.

Now, what to do?

Pull out the role description and carefully examine those Key Result Areas that describe decision making and problem solving at S-IV (multi-system analysis and system integration). Using the role description, you can either manicure the role to reassign those accountabilities to someone else or choose to transfer the person to another role which better matches their capability.

The most important part of this managerial move is to understand, the discussion centers around the tasks, activities, decisions and problem solving. The discussion does NOT center around the stratum level capability of the person. This is an important nuance.

As the manager you have the following authority –

  • Determine the level of work in the role.
  • Determine the effectiveness of the person in the role.

As the manager, you do NOT have the authority –

  • To guess the stratum level of capability of the person.
  • To guess the potential capability of the person.

As the manager, you may have an intuitive judgment about a person’s capability or potential capability. You may take action related to that judgment ONLY by testing the candidate against effectiveness in the role (or testing the candidate with project work similar to the level of work in the role). It’s all about the work, not about a number.

Time to Practice

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“But, I am back to my original question,” Marsha wanted to know. “How many skills can a person be good at?”

“You can be good at as many skills as you have time to practice,” I said. “Right now, you are good at the technical stuff that flows through your department?”

“Yes,” Marsha replied. “Because I practice. We get problems every day that have to be solved. We get technical bulletins all the time that we have to pay attention to.”

“If you focus on this new department, it is a different skill set, with a learning curve. What will happen to your technical skills related to the work in your current department? You will stop reading the technical bulletins, you will stop solving those technical problems. As you practice new skills, your old skills will begin to go away. You can only be good at as many skills as you have time to practice.”