Category Archives: Decision Making

Current and Future Potential

“I want to hire someone who has potential,” Sam described. “But, I need them to hit the ground running today.”

“What do you mean when you say, potential?” I asked.

“You know, they have the ability to grow, so as things get more complicated, they don’t get lost,” Sam replied.

“I need you to be more specific. You used the word, grow. Do you mean grow taller, measured in inches? You used the word, lost. Do you mean lost in the woods? If you really want to find someone with potential, your language will lead you to the qualities you look for in a candidate.”

“Yes, but you know what I mean,” Sam flatly stated.

“I can make assumptions, but they might be wrong.” I stopped, then started again. “Instead of looking at the person, let’s look at the work, specifically the context of the work. What does hit the ground running mean? Please use terms related to capability, decision making and problem solving.”

“Okay,” Sam was slow to piece things together. “The role, today, has certain problems to be solved and decisions to be made.”

“Stop,” I interrupted. “So, the candidate has to possess the actual capability to solve problems and make decisions without significant input or direction from you, today.”

“Yes, but, the candidate will still need some initial direction from me, just to find out how things work around here. We have certain processes unique to our company, so the person will need some orientation, initial training.”

“And, how long will you give them to learn this stuff in the beginning?”

“Easy,” Sam said. “Training last two weeks. If they haven’t demonstrated some initial capability by then, we might counsel them out during a probation period.”

“So, you cannot see the performance on day one, but you expect to see performance after two weeks, benefit of the doubt, four weeks or eight weeks? In that period of time, has their potential changed?” I pressed.

“No, potential doesn’t change that fast,” Sam responded.

“So, on day one, you see their actual capability, in a raw state, it is what it is. You need this person to learn and learn quickly, so that two weeks, four weeks, eight weeks from now, the candidate’s decision making and problem solving will be at a higher level, meaning they have current potential. The difference between actual capability today and current potential two weeks from now is initial orientation and training.”

“Yes, but I want more than that,” Sam said, almost complaining.

“Of course you do,” I furrowed my brow. “What you really want is future potential. Potential is not something that can be trained, it can only mature. And, you want to see that in a candidate?”

“It sounds like a tall order, but yes, that is what I want.”

“Then, what questions will you ask?”

Context of Decision Making

“What is the difference between you and your team members, related to the role you play as their manager?” I asked.

“Well, I’m their boss. I provide direction, guidance, coaching. I delegate task activities,” Joan replied.

“Why you? Why doesn’t the team provide its own direction?”

“Well, they weren’t invited to the monthly meeting where the company sets that direction,” Joan smartly observed.

“But, this is the age of Zoom, why weren’t they invited to attend that meeting?” I pressed.

“But, it’s a highly interactive meeting. We can’t have ten more people asking questions. We would never get anything done in the meeting. Believe me, I know my team.”

“And, doesn’t the content of the meeting concern them? Are decisions made that will impact what they do day to day?”

“Yes, it impacts what they do, day to day, but in that company meeting we make adjustments to the overall goals and objectives for the year. It’s important to be flexible, agile. My team may have specific ideas (and questions) about technical issues day to day, but in that meeting, it’s not about technical issues, it’s about a new competitor that’s eating our market share, a new office across the state we are thinking about, a new product that our customers have been asking about.”

“So, the context discussion in that meeting is different than the context your team works in?”

“Yes, that’s it,” Joan agreed.

“So the difference between you and your team members, related to the role you play as their manager, is the context in which you work, meaning the context in which you make decisions and solve problems?” I prodded. “Your decisions impact their decisions, but the difference is the timespan of your decisions vs the timespan of their decisions.”

Joan continued to nod her head. “And, the difference between me and my manager is the same,” she replied. “My manager makes decisions that impact me, but the timespan of my manager’s context is even further in the future than mine.”

“And, so, we begin to see the structure of layers in an organization,” I said, “based on distinct levels of decision making, measured in timespan.”

Accountability and Authority

From the Ask Tom mailbag –

Question:
You talk about setting context, that context is the crucible in which management behaviors exist. How do you more specifically define that context and where should managers begin?

Response:
Every role in an organization exists with other roles. Individual action, more specifically, individual accomplishment is a myth. No one is an island. Every organizational behavior affects another part of the organization. Context is the way we define those working relationships.

The two most critical elements to be defined in a working relationship are accountability and authority. To be effective in any role relationship requires that each person understands the accountability (output) and authority in that relationship.

In a given relationship between a manager and a team member, who has the authority to make a decision about the way a problem should be solved? If you suggested the manager, you would be correct.

But, might that lead to autocratic decision making, where a manager might run rough-shod over the team?

It might, were it not for a specific accountability. The manager has the authority to make the decision, but also the accountability to collect relevant data around that decision, which, in many cases will come directly from the team. Theoretical conditions must be matched with actual conditions. Theoretical materials must be matched with actual materials on hand, available consumables, machine uptime, even temperature and humidity. Along with every authority, must come accountability.

Editor’s note – this is not usually the case with a government oversight committee, who would like to think they have all the authority with no accountability. Every authority comes with accountability.

Source of Laziness

“I know you can tell that I’m upset,” Justin admitted. “It’s just that I am flabbergasted with my team.”

“You are right,” I replied. “Easy to tell you’re a bit off-center. Details?”

“They think they can get together and vote on policy all by themselves. They decided on a quality standard different than what we promised the customer. They decided our quality standards are too strict.”

“And?”

“So, now, our customer is our quality control department, not a good thing,” Justin shook his head. “I think they’re just a bunch of lazy guys trying to get away with sub-standard work. It’s a lousy personality trait that has infected the whole team.”

“So, you really think it’s personality, that they all have the same personality traits?” I asked.

Justin stopped. “I knew you were going to side with the team. You’re right, it is an overgeneralization that they all have the same personality.”

“And, you think personality has the ultimate impact on the way a person behaves?”

“If I were a psychologist, I would say yes.”

“But you’re not a psychologist, you are a manager. Think. If it is not personality, what could influence an entire team of people to act the same way?”

“I guess, because they all believe the same thing is true about the work,” Justin was searching for that factor common to the team.

“What is the same about the team, is that they all work in the same environment, an environment that you created, as the manager. If you want to change behavior, change the context.”

Inside the Function

“Take your most important internal function,” Pablo instructed. “In the beginning, likely will be operations. What is the work most closely related to producing the product or delivering the service? Especially in the beginning, that is mostly short-term work, 1 day to 3 months. Most production roles have a supervisor, with longer term goals and objectives, 3 months to 12 months. The supervisory role is to make sure production gets done, completely, on time, within spec.”

“So, every production person knows they have a supervisor?” I added.

“And, every supervisor knows they have a manager,” Pablo smiled. “This is the beginning of structure, nested goals and objectives related to successive roles (context), a production role, to a supervisory role to a managerial role.”

“The roles are distinguished by longer timespan goals and objectives?” I suggested.

“Yes, the roles are different in that way, but also in the way they relate to each other. Organizational structure begins with nested timespan goals, but also includes the way we define two things associated with those role relationships.”

“Accountability and authority?” I chimed in.

Pablo nodded. “In this working relationship between the team member and the supervisor, what is the accountability? What is the authority?”

My turn to show off. “The accountability on the part of the team member is to apply their full capability in pursuit of the goals and objectives agreed to by their supervisor, in short, to do their best. It is the accountability of the supervisor to create the working environment that makes those goals and objectives possible (probable). It is the accountability of the supervisor for output.”

“And, the authority?” Pablo prompted.

“The authority to make decisions and solve problems appropriate to the level of work in the task.”

All About the Work

“Brent, let me get this straight. You said that your salespeople may not be doing their best because they may not be interested in the work? Do your salespeople understand the work?”

“You’re right! Sometimes, it’s like they are brain dead. They are just mechanistic, going through the motions,” Brent described.

“So, they understand the prescribed duties, show up, make a presentation, ask for the order. But let me confirm, they may not understand the problems that must be solved or the decisions that must be made to create a successful sale?”

“Exactly, I mean we train them and train them again on the presentation, until they have it memorized, down cold, but you are right, that does not make a successful sale. The success of the sale depends much more on the questions they ask and the data they collect about the customer’s problem.”

“So, as the Sales Manager, do you sit with your team and talk about the problems that must be solved and the decisions that must be made during the sales call? That’s where the work is. That’s where the excitement is. That’s where the challenge is. If you are looking for interest from the salesperson, the connection is in the work, not the prescribed duties.”

A Sale That Sticks

“You are going to have to go slow, because I am still not getting it,” Brent shook his head.

“In order to close the sale by the end of the second sales call, what are the problems that must be solved and the decisions that must be made by the salesperson?” I repeated.

“Well, we know that to make a sale that sticks, that doesn’t get canceled or delayed, we have to collect certain information, then do some research and then present a case that is difficult to resist. Right now, it can’t even be, just a good deal. It has to be difficult to turn down.

“If the first meeting is going too fast or the data we collect is too superficial, we cannot do the analysis and we won’t be able to make an irresistible offer. The salesperson has to use judgment to determine if the information is right. It’s almost a gut decision.”

“So, the work of the salesperson is using discretion to judge the pace and quality of data collected in the first sales call?” I confirmed.

“Absolutely, the customer, in the first three minutes will tell you how this sale is going down, if you listen.”

What Are the Decisions?

“You mean they might not be doing their best, because they are not interested in the work?” Brent repeated.

“So, tell me what is it, about the work, that is not interesting?” I asked.

“Look, we are in sales. This is a struggling economy, supply chain issues. It’s easy to not get excited.”

“You are not answering the question. Tell me about the work,” I insisted.

“We show up to an appointment, make a presentation and ask for the business.”

“That’s a good start,” I nodded. “Those are the prescribed duties. Now tell me about the decisions your salespeople have to make when they are on these appointments.”

“I don’t understand,” Brent furrowed his brow.

“I think that’s the disconnect. You are right. Showing up and making a presentation is not very interesting. Of course, that is what you have trained them to do, but that is not the work of a salesperson.”

Who Has the Authority?

“I have to change. Me?” Vicki asked, not sure if she could believe her ears.

“I am going to hold you accountable for the results of your team,” I said. “What do you have to change?”

Vicki was not pleased. “Well, if you are going to hold me accountable for the results,” she stopped. “I have to pay attention.”

“Yes, you do. As a Manager, what do you have to pay attention to?”

“I may have to be more hands on,” Vicki replied.

“Yes,” I nodded.

“I mean if someone is out sick and you are still going to hold me accountable for the results of the team, then I might have to fill in.”

Only in an emergency. You are a Manager. I expect you to drive a forklift only in an emergency. Come on. You deal with statistical fluctuations of many elements all the time. What are you going to do?”

“Okay, so we are talking about cross training, maybe borrowing a member of another team, considering overtime. You know, 30 is really an arbitrary number. If we were short one day, we can likely make that up over the next couple of days, as long as there were no late ships.”

“I want you to think carefully. Are any of those decisions, cross-training, borrowing a member of another team or using overtime, within the authority of your team members? Can any one of them make those decisions?”

“No.” Vicki shook her head slowly.

“And yet, those are the decisions that produce the results. That’s why I hold you, as the Manager, accountable. What else has to change?”

In the Weeds

“So, timespan helps us understand the dysfunction of having a manager who is too close, who struggles to bring value to the problem solving and decision making of the team?” I clarified.

“Too close, and also too far,” Pablo replied.

“How so?” I asked.

“You have had the experience of a manager who breathes down your neck, but have you also had the experience of team members too far away?” Pablo wanted to know.

“You mean, where a team member is more than one stratum level below?”

“Yes,” Pablo nodded. “And, how did that feel?”

“As a manager in that situation, frustrating,” I replied. “As a manager, I was dragged into the weeds, solving problems that should have been taken care of without me.”

“Timespan helps us determine, not only whether a person should be selected for a role, but how to accurately design the working relationships between those roles.”

“Like giving a person a more correct title?” I asked.

“Not at all, companies use job title all over the place. I don’t care about titles. When we accurately design working relationships, I care more about defining, in that relationship, what is the accountability and what is the authority?”

“Authority?”

“Authority to make decisions and solve problems the way I would have them solved.”