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.

How to Start, as a New Manager, in the Company

Julia was accurate in describing her situation. She was a woman in a male dominated work environment, and now, she was the manager. Her team wasn’t downright hostile, but she would have to earn their respect quickly. There were changes that needed to be made and her boss was expecting results in short order.

“How will you bring value as the new manager on the block?” I asked.

“I think it is important for each team member to understand what I expect from their role on the team.”

“And, how will you do that?”

Julia thought briefly, struggling between what she really thought and what she figured I wanted to hear. “I am going to schedule an individual meeting with each person.” She stopped to check my reaction before going on.

“Okay. What is that meeting going to sound like?” I prodded.

“Questions, I am going to ask questions and listen. I am going to ask questions about what they think their job is, what they think their role is.”

“And why is that an important question?”

Julia knew it was important, but she had never thought about why. Suddenly, she knew. “Before I tell them my expectations, I need to find out where they stand. I need to know how far apart we are. It’s a guarantee we will start from different places. I need to gauge the distance of the journey to find that point where we have common ground.”

I smiled. “The point of intersection, that’s a good place to start. How do you get there?”

How to Deal with Procrastination

“I am trying to promote this team member, Rachel, into a new role,” Janice explained. “But she seems to be dragging her feet.”

“Tell me more,” I asked.

“I think she wants the position, appears interested and excited. But you told me that I could not promote someone without clear evidence of potential. So I have been giving her longer time span projects than she has in her current role. In the delegation meeting, she is very responsive, but she never gets started.”

“What do you mean, never gets started?” I wanted clarification.

“Part of the delegation meeting, I describe the project, the vision of what it looks like when finished, including very specific performance standards of quality and deadline. I asked her to write out a step-by-step plan so we can discuss her approach to the project. That was last week. Nothing. She is dragging her feet.”

“How long is the project?”

“Six weeks. Six weeks is a reasonable amount of time to complete the project. I set a very specific deadline, but, now, that’s five weeks from now. She might still be able to get the project completed, but likely now, it will cost some overtime.”

“What do you think is going on?” I pressed.

“She is good at three week assignments. Now that you mention it, every long project she works on, takes about three weeks. Even four week projects. She procrastinates, says she works well under pressure. She’s right, she will stay late, come in early. I like her dedication, but sometimes coming in early doesn’t solve the problem of a long term project.”

“How so?”

“If you burn a week on a four week project, you can come in early, make up some time, but if there is a four week lead time on material, the project will be a week late. There will be blaming behavior, but it’s still a four week lead time for material.”

“What do you think the procrastination means?”

“I think it is an indication of capability,” Janice thought out loud. “I know you tell me to focus on the work, that capability is all about the work. If the target completion time of the project is further out than three weeks, Rachel underperforms to the deadline. It’s always a last minute scramble and something falls through the cracks.”

“So, what are you going to do, as her manager?”

“It’s a good thing we have three week projects. And for longer projects, I will have to break down some interim milestones. It means I will have to manage the longer time span elements. In the short run, that is workable. In the long run, I may have to make a different move.”
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How to Define Dotted Line Working Relationships

“The manager is accountable for the results of the team member, I totally get this,” Ed agreed. “But, I have a manager in charge of new product development, that includes new product planning, market research, prototyping, product testing, re-engineering based on feedback. He is also in charge of the product launch before he hands the product over to production and sustaining engineering. He uses all kinds of resources for that, from marketing to engineering. How does the accountability work here?”

“Project teams happen all the time,” I replied. “Projects often require a multitude of expert talent from across the organization. But what you describe is not a special circumstance. You describe the normal workflow of every organization. Most organization charts are ordered top to bottom, with managerial layers to fix accountability in each of the disciplines. It is very orderly but workflow doesn’t happen up and down through managerial layers. Workflow happens horizontally across the organization. Tell me how things work around here.”

Ed cleared his throat as he began his description, “A customer project is surfaced through marketing, negotiated through sales, turned over to engineering for project specifications and design, pushed into operations for production, delivered to logistics for installation, inspected by quality assurance and maintained through warranty and customer service. You are right, work happens horizontally. So, how does accountability work horizontally?”

“Have you ever looked at an org chart and seen dotted lines between people from different departments?”

Ed nodded. “Yes, you said to get rid of our dotted lines. You said dotted lines create ambiguity and that ambiguity kills accountability. Isn’t that what we are talking about?”

“Yep,” I confessed. “I lied. I don’t really want you to get rid of your dotted lines, I want you clearly define the specific accountability and authority that goes along with those horizontal working relationships. These horizontal working relationships are normal and frequent, but most of the time they are undefined. Undefined working relationships leave people to make up their own rules and that’s where the accountability trouble begins.”

“So, what about my manager who borrows engineers to build prototypes for new product development?”

“Your manager who borrows, not just engineers, but marketing and product testing people, is a classic example of a project leader. The project leader borrows people either on a part-time basis or a full-time basis for a limited duration of time. If the project leader used the engineer on a permanent full-time basis, then that would properly be a managerial relationship.”

“So, the part-time status or the full-time limited duration status changes things?” Ed wanted to know.

“Yes, the project leader, in a cross functional working relationship, borrows team members from other disciplines. The project leader must arrange with the engineer’s manager for that working arrangement. Now, here is a question. Who is accountable for the quality of the engineer’s output on the project?”

Ed had been around me too long. “If the project leader is in a cross functional relationship with the engineer, the engineer’s manager is still accountable for engineer’s output, no matter what project he is working on.”

“True,” I acknowledged. “So, what if the engineer underperforms on the project? What does the project leader do?”

Ed thought for a minute. “The project leader goes to the engineer’s manager and describes the underperformance. Because the engineering manager controls engineering resources, the engineering manager can add another engineer to the project, or replace the engineer on the project, depending on the context of all engineering support required in the company.”

I nodded my agreement. “This is a very thoughtful and respectful working relationship between the project leader and the engineering manager. The project leader is requesting and receiving a service from the engineering manager.”

Cross-funtional Working Relationships
Service Getting
Prescribing
Auditor
Coordinator
Monitor
Advisory
Collateral

Who to Hold Accountable?

“You are not a manager so people can report to you,” I announced. The class stood still. “You are a manager to bring value to the problem solving and decision making of your team.”

Slowly, a hand went up in the back of the room. “But how will they know who to report to?” A murmur of chuckles circulated.

“Look,” I started. “When you have a new employee, you think the most important question is, who are they going to report to? That is not the central question. The central question is, which manager will be accountable for their output?”

“Accountable?” came the question from the back of the room.

“I know it’s a foreign concept,” I smiled. “Yes, a manager is that person in the organization held accountable for the output of other people.”

“But if my team member screws up, it’s not my fault?” the back of the room voice defended.

I shook my head. “It’s not a matter of fault. I hold you, as the manager, accountable for the output of your team members. Most organizations get this wrong and that is where the trouble starts.”

Looking for Evidence of Potential in a Candidate

“So, it’s important not to HOPE someone has potential to step into a new role. You insist, that if a person has potential, there should be evidence of potential,” Monica refocused our conversation on her own role, as a manager, in the hiring process.

“If you know what to look for,” I replied.

“What do you look for? If someone has potential to move up to the next level of work, what evidence would I look for?”

“Look for behaviors. How would a team member, who has potential, behave?”

Monica stared in the space of the room. She looked up, then nodded. “Okay, if a person has potential to move up to the next level of work, their current work must be under control. Their current work must be complete, on time and meet the quality standard for that task.”

“And?”

“And they must be curious. If a person has potential, they will ask questions about the next level of work. They will want to know not just how things are done, but why they get done, how tasks fit together, how work is handed off. If a person has potential, when they are confronted with a problem, they will be able to clearly state the problem, the cause of the problem and provide more than one alternate solution.”

“What else?” I prompted.

“A person, who has potential, will try something new, and if they fail, they will make an adjustment and try again, and if they fail again, they will adjust and try again. And they will get faster at failing and better at adjusting until they successfully complete the project.”

“Okay, stop. You have identified several behaviors that you would look for. Now, think. In what situations might we see those behaviors? What questions can we ask to find out if those behaviors exist? Here is a hint. Tell me about a time when…”
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Working Leadership Course – Fort Lauderdale

Aug 6, 2013 kicks off our next Working Leadership Series in Fort Lauderdale Florida. This program contains twelve modules in six classroom sessions. The program instructor will be Tom Foster (that’s me).

If you would like to pre-register for the program, use the Ask Tom link, tell me a little about yourself and we will add you to the pre-registration list.

Schedule (All sessions – 8:30a-noon)
Session 1 – Tue, Aug 6, 2013 – Orientation, Role of the Manager, Time Management
Session 2 – Mon, Aug 12, 2013 – Working Styles, Communication
Session 3 – Mon, Aug 19, 2013 – Positive Reinforcement, Team Problem Solving
Session 4 – Tue, Aug 27, 2013 – Planning, Delegation
Session 5 – Wed, Sep 4, 2013 – Decision Making, Accountability
Session 6 – Mon, Sep 9, 2013 – Effective Meetings, Coaching

Location – All classes will be held at Banyan Air Services in Fort Lauderdale FL in the Sabal Palm Conference Room.
Banyan Air Services
5360 NW 20th Terrace
Ft. Lauderdale, FL 33309

Tuition – $1600 per participant. Vistage member companies receive a $100 discount per participant. This includes all books and participant materials.

Curriculum

Session One
Orientation. During the initial Session, participants will create both a company and a personal framework, setting expectations and direction for this program. Participants, through directed discussion, create the connection between the program course material and their day-to-day management challenges.

Role of the Manager. Introduces the distinction between supervisor and managerial roles. Clarifies the specific goals necessary for effectiveness. This module creates the foundation on which rest of the course material builds. Incorporates source material from Requisite Organization – Elliott Jaques.

Time Management. Introduces the textbook Getting Things Done by David Allen. (Text included as part of the program).

Session Two
Working Styles.
Participants will complete a DISC survey (DISC is an online instrument published by TTI) and report on their own identified strengths and working style.

Communication. The largest challenge, for most managers, centers on issues of communication. This Session will introduce participants to a new level of conversational “reality.” Introduces the text, Fierce Conversations, by Susan Scott, as reference material. (Text included as part of this program.)

Session Three
Positive Reinforcement

This segment reviews the management research of Elliott Jaques and Abraham Maslow regarding “why people work.” Explores the role of positive reinforcement outlined in by Aubrey Daniels – Getting the Best Out of People.

Team Problem Solving.
Expands Fierce Conversations to the group setting. Designed to move a group into “real work,” using a team problem solving model. Demonstrates how to build a team through problem solving.

Session Four
Planning.
This segment introduces a results-oriented planning model, based on David Allen’s Getting Things Done, which participants can quickly use in any situation where planning would be of benefit.

Delegation. Participants are introduced to a specific model of effective delegation. Most managers hold certain mental blocks to delegation that prevents them from using this powerful developmental tool. This delegation model challenges these mental blocks so the entire team, manager included, can benefit from delegation.

Session Five
Decision Making
. This segment introduces three decision models that participants can use to make decisions in specific circumstances. All models can be used in a team setting or for an individual decision.

Accountability Conversation. Introduces a results-oriented method to hold individuals and teams accountable for desired results. This combines concepts of Time Span, QQT Goals and Management Relationships.

Session Six
Effective Meetings.
Moves from theory to the practical application of team dynamics. How to run a more effective meeting.

Coaching. This segment takes the communication models we have previously used and integrates them into a conversation specifically designed for coaching subordinates.

If you would like to pre-register for the program, use the Ask Tom link, tell me a little about yourself and we will add you to the pre-registration list.

Judging Potential in a Candidate

“So, I was considered to have potential, because I got to know the inspectors at the building department?” Monica chuckled.

“That was only the tip of the iceberg,” I said. “Do you remember, as a supervisor, you were playing around with the construction schedules. One group said they would get their work done in so many days, and the next group needed that many days. And most of our projects were always coming in late.”

“Yes,” Monica nodded. “It was an interesting experiment. Everyone thought I was nuts until I brought my project in ahead of schedule. That never happens in construction.”

“And you did it without raising your voice,” I observed.

“It was funny,” she explained. “The framers said they needed three weeks, the electrical guys said they needed one week and the plumbers said they needed two weeks, and that was just for the rough-in. Then the sheetrock crew wanted a week, the trim guys wanted a week for the finish work. Then the electrical guys wanted another week for their punch list and the plumbers another week to set all the fixtures. That’s ten weeks. And I only had seven weeks for that phase of the project.”

“And do you remember what you did to accelerate the project?”

“It was easy really. I knew everyone was padding their time budgets. I call it a buffer. I asked each crew to divide their time budget into the working part and the buffer part. I mean, there are legitimate things that happen to delay projects, that’s why they build in buffers. So, every team gave me their work time budget and their buffer time budget. Each group had almost 40 percent of their time in buffers and none wanted to budge. Total work time was six weeks, total buffer time was four weeks. I told each crew that we were preserving their buffer time, but moving all buffers to the end of the project, scheduling only for work time. One thing I know, if you give a crew ten days, six days work and four days buffer, it will take them ten days to finish. Work expands to the time allotted. But if you give that same crew six days to work, they will finish in six days. So, if there was a legitimate delay, I gave them back one of their buffer days from the end of the project. Indeed, there were some delays and over the course of this phase of the project, we used an entire week of buffer. But, at the end of seven weeks, we came in on time with three weeks of buffer left over.”

“So, when we considered that you had potential to be a manager,” I explained, “we based our judgment on evidence, not hope.”

How to See Evidence of Potential in an Interview

“If you are not going to let me hope,” Monica protested, “then explain to me how I got this job? When I was promoted to manager, I had never been a manager before. If the interview had only centered around my prior role as a supervisor, then how did the interviewer make the judgment that I had the potential to be a manager?”

“Do you think the interviewer only had hope for you in this manager role?” I asked. “Monica, I watched you, in your role as a supervisor for three years. I sat in on the debriefing after you were interviewed for your current role as a manager. Do you think that decision was made based on hope?”

“Not if you were in the room,” Monica admitted. “But, then how did you know I had the potential to be a manager if I had never been a manager before?”

“Okay, let’s step through some questions. As a supervisor, do you think you were operating as effectively as someone in the top half of a supervisor’s role or the bottom half?”

Monica smiled politely, nodding, “Top.”

“And in the top half, were you operating as effectively as someone in the top third, middle third or bottom third?”

Monica continued to shake her head. “Top,” she repeated.

“What is the evidence for that?” I pressed.

“You always want evidence,” Monica replied. “My projects always came in on time, within the specs from the customer and always within budget.”

“And why did your projects always come in on time? Did you always get the easy projects or were there problems?”

“There are always problems, but you know, 90 percent of the obstacles are predictable. For example, permits are always a problem. And permits are outside my control, it’s a government agency that processes the permits. But I took the time to get to know the inspectors down at the building department. I know it is not part of my job description and sometimes they are not the easiest people to get acquainted with, but I also know it’s important.”

“So, you took the time to go beyond prescribed duties in your role as a supervisor. You anticipated obstacles that might get in the way and created alternate paths, to solve problems that might occur,” I recounted.

“Well, you know, if you don’t have a relationship with the building inspectors, then you don’t know what criteria they are using to get your project approved. And if you don’t know what they are looking for, your project can get stuck. It’s easy to blame it on the building department, but if your project is 18 months in scope, thirty days might mean the difference between an on-time finish or having to pay liquidated damages for coming in late. There is a lot of risk.”

“So, when we decided that you had the potential to be a manager, it is because we could see evidence of that potential beyond your role as a supervisor.”

How to Interview for Potential

“I want to hire this person. Of all the candidates I have talked with, they seem to show the most promise,” Monica explained.

“So, you haven’t made up your mind?” I asked.

“No, I said I want to hire this person,” she clarified.

“Are you basing your decision on evidence? You sound uncertain.”

“You are right. The level of work in their previous job is short of the level of work we need in this position. But it might be that she was just underemployed,” Monica thought out loud.

“So, far, you are basing your decision on a promise and a maybe,” I clarified.

“Yeah, but how do you know? How do you know whether or not she has the potential?”

“I asked you if you were basing your decision on evidence. Is there evidence of potential? Look, you spent a great deal of time properly writing the role description. You carefully organized the tasks into Key Result Areas. In each Key Result Area, you defined the level of work. In your interview, you either establish evidence in the level of work or you don’t.”

“You mean I can’t hope?”

How to Interview for Cultural Fit

From the Ask Tom mailbag.

Question

When you talked about interviewing for “fit” with our company culture, you said that we should interview for behaviors. I understand what you mean, but I don’t know what the questions sound like.

Response

Creating interview questions for candidate traits like fit, values and attitude just takes a couple of steps. First, we have to translate the warm fuzzy into a behavior. Let’s start with “fit,” since that is the one you asked about.

Ask yourself the question, “How does a person who fits our culture behave?”

I work with a company that has a real sense of urgency in everything they do. People show up to work early, they start projects early, they return phone calls quickly, they turn paperwork around fast. It is a real culture of “gitter done.” People without that sense of urgency don’t last long at this company. It is an important area to interview for.

So, step two is to ask the person about those critical behaviors. Here is how it sounds.

Tell me about the working hours at the XYZ company? In your position, what time did you arrive for work? In your position, what was the most productive time for you?

In your position, what kind of customer interaction did you have? How many phone calls per day did you receive? How did you handle that phone call volume? When you could not answer a question in the first phone call, what was your system to make sure you returned the call later with the answer?

In your position, tell me about your paper workload. What kind of paperwork did you handle? How quickly did it pass across your desk and on to the next step? What was your system for handling that paperwork?

Remember that the purpose of these questions has to do with behaviors that “fit” the culture. I am not looking for the correct way to run an “in” basket. I am looking for momentum, energy and action, because those are important to “fit” in our culture.