Category Archives: Accountability

The Problem with Matrix Management

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From the Ask Tom mailbag –

Question:
Our company has a Matrix management structure within a functional structure.  Each department is struggling with execution and achieving target results partially due to resource alignment challenges associated with the functional and matrix organization structure. 

Response:
Matrix structures were created, with the best of intention, to resolve priority conflicts.  A team member who is temporarily assigned or part time assigned to a project team has a new built-in conflict.  “Who is my manager?”

Do I take direction from my manager or my project leader?  And when there is conflict between those directions, who wins?

And that is how matrix management was born.  Unfortunately, the end result simply codifies the existence of the team member’s (now) two managers without identifying who the real manager is.  Further, it does little to bring clarity to the project leader’s authority when there are conflicts.  The team member is simply stuck.

Again, the intention to invent Matrix was pure, to identify managerial authority and project leader authority related to the same team member.  Mixed results emerged.  Luckily, projects have limited duration and so the undecided conflicts eventually go away.  Some declared that Matrix was effective and then made the fatal mistake.  The fatal mistake was thinking that Matrix should then be applied to the entire enterprise.

Matrix operates under the false assumption that a team member can have two (or more) managers.  Matrix does little to identify the managerial authorities or the limited cross functional authorities required by a project leader.

This perspective was clearly identified by Elliott Jaques in his research on time-span. The prescription is to dismantle Matrix, establish clear accountability in your managerial relationships and structure cross-functional working relationships for the following roles –

  • Project leader
  • Auditor
  • Monitor
  • Coordinating relationship
  • Service getting relationship
  • Collateral relationship
  • Advisory relationship

These cross functional working relationships accurately identify the limited accountability and limited authority required to successfully move work horizontally through the organization.

If you would like a pdf about cross-functional working relationships, titled “Get Rid of Your Dotted Lines,” just Ask Tom.

 

Changing Others, Changing Ourselves

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Emily nodded. “I think I am ready.” We were talking about her dissatisfaction with the way things were going for her as a manager. Not that they were going badly.

“Sometimes, I think I have to force things,” she said. “And forcing things doesn’t last long. I want to know how I can get people to perform, to perform at a higher level.”

“You want to know how you can cause people to change?”

“Yes, that’s it. Exactly. How can I get people to perform better, to stay focused, to pay attention, heck, just to show up on time would be nice.”

“So, Emily, when you look at yourself, how easy is it for you to make changes about your own life, your own work?”

“I’m not sure what you mean,” she replied. “Things are pretty well with me. For the most part, things are under control.”

“Interesting,” I said. “We think we have the ability to cause change in other people when we have great difficulty seeing the need for change within ourselves.”

Hanging Out the Target

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“So, if morale suddenly improved as the speed of the line improved, what do you think changed? What changed inside their heads?” I asked. Emily and I were talking about her production line’s sudden improvement in both speed and attitude. She mulled the question over.

“Remember, before, we were talking about competence and incompetence,” she was thinking out loud. “I didn’t believe you when you said the problem was incompetence. But now, I see such an improvement, I think you were right.”

“So, what changed inside their heads?” I asked again.

“Before, they didn’t know the daily target number. That single number became a tool for them to get better. They became more competent.”

“They are on their way to mastery,” I said. That word mastery hung out there like a full moon. Inescapable.

“I never thought of it that way.”

“Put the two together.”

“Competence and mastery,” she said.

“Why do people perform at a high level?” I asked.

“Because they can,” she replied. “Give them the tools to become competent and you will see progress.” Emily smiled. It was beginning to sink in.

“At least, that is half the story,” I announced.

“There’s more?” Emily asked.

Wishing for More Productivity

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“They just don’t get it,” protested Kyle. “Why are they so stupid?”

“Why are they so stupid? Or why are you so stupid for expecting them to understand?” I asked.

Kyle did not expect my response and I could see him stiffen in the chair. He didn’t know how to react to the challenge, so he countered with a question.

“What do you mean?” he said, stalling for time. I was quiet. The seconds ticked by. Kyle finally broke the silence. “Okay, they are not stupid. I just wish they could be more productive, and solve problems better, work smarter.”

“You have exactly the kind of team you have designed,” I said. Kyle’s face lightened a bit.

“You know, you are probably right,” he replied. “So, how do I make it better? How can I improve the design?”

I waited. “It’s not a matter of improving the design. It’s a matter of improving the designer.”

The Meaning of Micro-Management

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“Move over, let me take the console. Why don’t you just watch me?” Charlie insisted.

This was the ultimate in micro-managing.

Charlie, the supervisor, observing a mistake, simply took the project back under wing and proceeded to do the work himself.

Of course, for the past twelve minutes, Charlie had berated the team member for not being fast enough, taking things out of sequence and ultimately falling back to the old way of doing things.

As a supervisor, Charlie had been working to get his team of telephone operators to record data in real time on the computer, rather than using paper in a two-step delayed process. In fact, Charlie got the job as supervisor of this team because he had used this real-time process at another company. He was the best telephone operator on their crew. When he came here, he picked out the software, but had been unsuccessful in getting the operators to use it. Eight months later, they were still writing paper tickets and entering the data later, if they remembered.

Charlie’s behavior, as a supervisor, demonstrated the subtle difference in dealing with mistakes by a micro-manager and a coach. As a micro-manager, Charlie focused on the task and the method (mistakes). The more he focused on the task and the mistakes, the more he drove the operators back to the paper system they were comfortable with.

I let Charlie be a telephone operator for another eight minutes (he was really very good) before I pulled him aside. Do I praise him for being a great telephone operator or admonish him for micro-management?

How to Look at the Size of the Role

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“So, as you see me struggle with my new role as a manager, what do you see as my biggest challenge?” asked Joel.

“The biggest mistake most companies make is underestimating the level of work required for success in a role. The biggest mistake most managers make is underestimating the level of work required in a task,” I replied.

“And level of work can be measured by looking at the Time Span of the task?”

“And don’t be fooled.  For a manager, the task starts earlier and the completion time is much later than for a supervisor.  A supervisor makes sure the production gets done.  A manager creates the system in which production is done.  It’s a much bigger job, a higher level of work.”

How to Detail a Task to Discover its Time Span

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I could see that Joel was stressed. This was a big job. Joel had been a successful supervisor, but this assignment as a new manager was different for him.

“It was all about improvisation,” he proclaimed. “Life was exciting. Things were always moving.

“But you asked me to make a list of the most important tasks in my new role, as a manager. I started with my role description. The insight came when I tried to peg the time span associated with each task.

“Here is one,” he continued. “The role description says that I am responsible for making sure we have enough direct labor to meet the production needs for all the cycles during the year.

“At first, I thought it just meant that I should post job vacancies and do some interviews. But when you asked me to attach time span to the task, my head started to spin.

“It was only then, that I realized I needed to research our historical workloads during the three cycles of our year. I had to take a look at our maximum production capacity along with the marketing and sales forecast. I spent the time to lay out all this data for the whole year. I used a line graph to help me visualize it. Then I had to figure out what resources we needed to produce the numbers related to the forecast. The forecast is helpful, but it is often wrong by as much as ten percent.

“All in all, when I looked at my new job, I really have to be planning out 12 months or more, in advance. This is a lot bigger than I thought.”

I smiled at Joel. He was new to the job, but he was beginning to understand the time span related to this new level of work, the time span necessary to be successful as a manager.

How to Calibrate the Time Span of a Task

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Joel laid the list on the table. “It’s weird,” he started, “there were some obvious things, but there were some other things that were more interesting.”

I had asked Joel to make a list of tasks that he had performed as a supervisor and to identify the time span of each task.

“For example,” he continued, “I ran a rolling production schedule out for six weeks. So at any one time, I was working six weeks into the future. But there were some other tasks that were longer than I thought.

“I was in charge of raw materials. We would get in shipments of plastic parts that had to be inspected. There was a time when a whole boatload of parts was defective. In the short term, I had to really move around the production schedule to keep things moving. But in the long term, I had to work with the vendor on getting replacement parts. I had to figure out what we needed to keep in production, then to build back our raw goods inventory.

“Finally, I had to spend time figuring out what the problem was with the parts, working with the vendor to solve the problem. Turns out, there was a bad batch of resin from another supplier. Because of the problem, the resin supplier actually went out of business and our vendor had to find a new source. I know it was his problem, but I had to work with him, trying out and finally certifying a new resin supplier so our parts would hold up. That whole process took five months and my manager expected me to handle it without a lot of direction from her.”

“So the time span for that project was about five months?” I asked.

“Yes, you could call it five months.  Most of the time it is easy, averages out to be fairly short in time frame.  But, when it’s hard, I have to look out further.  Even when it’s hard, it’s still part of my job.”

“So, now in your new job, as a manager, what are some of the tasks that you will be responsible for and what is the time span? Take a look at your job description and meet me back here tomorrow.”

Time Span of Tasks of a Supervisor vs. a Manager

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“Tell me, Joel, in making your transition from supervisor to manager, why do you think things slowed down for you?” I asked.

“The biggest difference,” he replied, “is that I am not dealing with things so much as I am dealing with people. When I was a supervisor, I just made sure material got received, stocked, staged and moved around, that machines worked, and that everybody was at their workstation. Sure, things shifted around and we changed the schedule all the time, but it was easy compared to this. As a manager, things have slowed down, but it’s a lot harder to get things done. It’s more complicated. I have to think further into the future.”

“How far into the future did you have to think as a supervisor?” I pondered.

Joel thought for a minute. He had never considered how far into the future he to think. “Well, as a supervisor, I guess it was only a few months out.  I mean, we had some long lead time items, and sometimes we had to reject materials that were out of specification, meaning the lead time doubled, but even with that, four to five months.  And with people, I just scheduled from the list of people of the team.  Now, I have to look out and see if we have enough people on the list.  I have to decide who is on the team.”

“Tell you what, Joel. The next time we meet, I want you to list out the longest tasks you had as a supervisor. I want to go over that list with you to see if we can make some sense moving forward as a manager.”

What It Takes to Move from Supervisor to Manager

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Joel was not shaking, but he was certainly shaken.

“I just don’t know,” he said. “Since I was promoted from being a supervisor to a manager, things are different. It is certainly not as easy as I thought, a bit out of control.”

“Being new to management is tough. No one prepared you for this, they just promoted you and expected you to figure it out,” I replied.

“And what if I don’t figure it out?” Joel asked.

“Oh, you will figure it out. But that is no insurance that you will succeed. There are a number of reasons that managers don’t make the grade. The first reason is commitment. This is harder than you thought it would be. Being a manager requires interest and passion for being a manager. Being a manager is a lot different than being a supervisor.”

“You are right about that. Being a supervisor was fun, fast paced, things were always changing and I had to respond quickly. Being a manager, things move slower. I have to think about things. And the worst part, most everything I do is accomplished through other people. Other people are hard to control. They don’t always show up the way I want them to.”

“So, you are facing the first challenge of a being a manager. Do you really want to be a manager? Do you have a passion for it? Just saying yes doesn’t make it so. Why do you have a passion for it?”