Category Archives: Accountability

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.

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.

How to Explain Levels of Work to Your Team

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From the Ask Tom mailbag –

Question:
I finished your Time Span 101 program and now I understand levels of work. But, I hesitate to talk to my team about it. How do you explain Time Span to a team whose roles are at S-I level of work. I am afraid they won’t understand or will react negatively to their role at S-I.

Response:
You don’t have to introduce the concept of level of work to your S-I team. They already know it. Ask yourself a couple of questions.

  • Do your team members in roles at S-I understand they have a supervisor that gives them task assignments?
  • Do your team members in roles at S-I understand that their supervisor likely receives more in compensation?
  • Do your team members in roles at S-I believe the work they do is different from the work their supervisor does?
  • Do your team members in roles at S-I understand they have some decisions they can make and that their supervisor has the authority to make other decisions?

Your team members intuitively already understand levels of work. When I talk to teams in roles at S-I or S-II, we talk about goals and objectives, decisions to make and problems to solve. We talk about accountability. We talk about who makes the decision at what level of work. We talk about who solves the problem at what level of work. We talk about contribution and how roles fit together.

Your teams already understand levels of work. These are normal managerial conversations to have with your team. These are required conversations.

Is it a Full Time Managerial Relationship or Part Time Cross Functional?

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From the Ask Tom mailbag –

Thumbnail from last Tuesday’s post Which Manager is Accountable?

There are three roles in play.

  • Product Manager
  • Marketing Manager

and

  • Marketing Services

The question is, which, of the two managers listed, should be the manager of the Marketing Services role? There are four questions that must be answered before making this decision. So far, we’ve looked at three questions.

Today, the last question.

  • Is the work assigned to the Marketing Services role by the Product Manager full time or part time, and is the duration of that work forever, or in defined projects that start and stop?

If the work is only part time or the work is in defined projects that start and stop, then the relationship between the Product Manager and the Marketing Services role is a classic cross-functional (service getting) relationship.

If the work assigned by the Product Manager to the Marketing Services role is full time, then it might be more appropriate for the relationship to be a managerial relationship. The Marketing Manager would then likely be in a cross-functional (advisor) relationship to the Product Manager.

So, the question posed last Tuesday sounded simple, but there are a number of questions to consider when designing the managerial and cross-functional relationships in your company.

Which Manager is Accountable for the Output?

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From the Ask Tom mailbag –

Thumbnail from Tuesday’s post Which Manager is Accountable?

There are three roles in play.

  • Product Manager
  • Marketing Manager

and

  • Marketing Services

The question is, which, of the two managers listed, should be the manager of the Marketing Services role? There are four questions that must be answered before making this decision. So far, we’ve looked at two questions.

Today, the next question.

  • Which manager is accountable for the output (quantity, quality, within timeframe, using allocated resources) of the Marketing Services role?

Make no mistake, in the relationship between the Product Manager and the Marketing Services role, the Product Manager will, appropriately, be making task assignments to the Marketing Services role. But the question is, which manager is accountable for the output?
When the Product Manager appropriately makes task assignments to the Marketing Services role, we have to examine the four pieces of the task assignment – QQTR

  • What is the quantity of the output?
  • What is the quality standard of the output?
  • What is the time span (deadline, evaluation period) of the output?
  • What are the allocated resources related to the output?

The specific answers to these questions will help us determine whether the relationship between the Product Manager and the Marketing Services role will be a managerial relationship or a cross-functional relationship.

Here is the critical question? If there is underperformance on the part of the Marketing Services role, does the Product Manager correct and coach, or does the Product Manager ask the Marketing Manager for a different Marketing Services person?

If the Product Manager is expected to coach, then the relationship is more like a managerial relationship. If the Product Manager asks the Marketing Manager to send someone different, then the relationship is more like a cross-functional (service getting) relationship.

Monday, we will look at the last question.

  • Is the work assigned to the Marketing Services role by the Product Manager full time or part time, and is the duration of that work forever, or in defined projects that start and stop?

Can the Manager Bring Value?

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From the Ask Tom mailbag –

Thumbnail from Tuesday’s post Which Manager is Accountable?

There are three roles in play.

  • Product Manager
  • Marketing Manager

and

  • Marketing Services

The question is, which, of the two managers listed, should be the manager of the Marketing Services role? There are four questions that must be answered before making this decision. Yesterday, we looked at the first question.

Today, the next question.

  • Which manager is in the best position to bring value to the decisions made and problems solved by the Marketing Services role?

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The Marketing Services role can likely handle routine problems and decisions, it’s the tough decisions that have to be made and the tough problems that have to be solved, where the right manager makes a difference. To make that decision, we have to anticipate those decisions and problems and determine which manager will bring the most value. The answer to that question is not the only factor in our selection, but it will help us understand whether the relationship between the Product Manager and the Marketing services role will be

Tomorrow, we will look at the third question in this decision. Which manager is accountable for the output (quantity, quality, within timeframe, using allocated resources) of the Marketing Services role?

One Stratum Separation

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From the Ask Tom mailbag –

Thumbnail from yesterday’s post Which Manager is Accountable?

There are three roles in play.

  • Product Manager
  • Marketing Manager

and

  • Marketing Services

The question is, which, of the two managers listed, should be the manager of the Marketing Services role? There are four questions that must be answered before making this decision. Today, the first question –

  • What is the level of work in each role described?

To be an effective manager, there must be one stratum separation between the manager and the team member. So, a role at S-III can be an effective manager to a role at S-II. A role at S-IV may have difficulty being an effective manager for a role at S-II, because their goals and objectives look at dramatically different time frames. An S-II role cannot be an effective manager for another S-II role because, given a difficult problem to solve, they both solve problems the same way. Given a difficult decision to make, they both make decisions the same way.

And, role titles can often be misleading. While the word “manager” often points me to an S-III role, there are many S-II roles that also use the word “manager.” To design the appropriate managerial relationship or the appropriate cross-functional relationship, we first have to determine the level of work in each role.

Tomorrow, we will look at the second question. Which manager is in the best position to bring value to the decisions made and problems solved by the Marketing Services role?

Which Manager is Accountable?

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From the Ask Tom mailbag –

Question:
What is your feeling about a manager only managing one person?

Here is the scenario. We have a Product Manager accountable for new product development research and portfolio creation. Suggestion was to have a Marketing Services person, accountable for the creation of marketing collateral and advertising campaigns, report to the Product Manager. This Marketing Services person would be the only report that the Product Manager would be supervising.

My fear is that the Product Manager, also accountable for major business development activities centering on future business and product development, will be engaged in production type work involving market assessments and research for new product development. The Marketing Services role will be of little help in this work.

The Marketing Services person is accountable for today’s activities rather than future. In some ways it would seem distracting for the Product Manager to supervise the Marketing Services role.

Personally I think the Marketing Services role should report to the Marketing Manager, who is better suited. The Marketing Manager would then have seven direct reports. Better use of resources.

Response:
This is a classic example of organizational design, that contemplates whether the structure between the roles should be a managerial relationship or a cross-functional relationship.

There are some fundamental questions that must be answered first?

  • What is the level of work in each role described?
  • Which manager is accountable for the output (quantity, quality, within timeframe, using allocated resources) of the Marketing Services role? You describe who reports to who. Wrong question. We all report to lots of people. The central question is which manager is accountable?
  • Which manager is in the best position to bring value to the difficult problems and difficult decisions made by the Marketing Services role?
  • Is the work assigned to the Marketing Services role by the Product Manager full time or part time, and is the duration of that work forever, or in defined projects that start and stop?

The answers to these questions will help determine the appropriate structure. We will take them one at a time over the next few days.

Who Gets on the Team?

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“You will never be able to work on larger problems until your team becomes competent at the smaller problems,” I repeated. “You can never be promoted to a higher level role until you find someone to take responsibilities in your current role.”

“Yes, but who?” Drew replied.

“That’s for you to decide. In addition to making sure that production gets done, as a manager, one of your primary roles is to build the team.”

“You mean like team building?”

“More like a talent scout, except you get to observe all the time. Here are your levers.

  • Selection
  • Task assignment (what, by when, resources)
  • Assessment
  • Coaching
  • De-selection (if you made a mistake in the first step)

“Okay,” Drew hesitated.

“Start with selection. You can pick your friends. You can pick your nose. You can’t pick your friend’s nose, but you can pick who is on your team. That’s where it starts. If you do this job well, the rest is easy. You do this job poorly, the rest is miserable.”

“But, sometimes, I feel like I don’t get to pick who is on my team. They just sort of show up from HR,” Drew protested.

“Candidates may come in sideways. I know your hiring protocol. HR does a great job at trying to source candidates for your production team. I know your manager screens those candidates and several other people conduct interviews and give you their feedback. But, at the end of the day, you pick. As the hiring manager, you have, at a minimum, veto authority as to who is on the team.”