Category Archives: Levels of Work

Management Work

Ruben was stumped. “You are right. Just because we give Edmund a new title, doesn’t mean he is going to change his ways.”

“Edmund will always be Edmund, and we have to redefine his role. It’s not a matter of giving him new rules not to do this or not to do that. You have already tried that in his role as supervisor. As Lead Technician, what will be his new goals? How will you re-direct him?”

“It sounds obvious,” Ruben replied. “It starts with his job description.”

I nodded affirmative. “This is critical fundamental stuff. It’s the stuff you ignore because it sounds so simple. It’s the stuff you ignore that gets you in trouble. Stuff like goals and objectives, performance standards and holding people to account for performance.”

“I think I have a job description around here that might work,” Ruben hoped.

“Why don’t you start from scratch. As the manager, you have time span goals of approximately one year. Your annual plan has stuff in it that you are held accountable to deliver this year, and next year. If you had a supervisor, which Edmund isn’t, you would drive some of those goals down to that level, in time span appropriate chunks. For the time being, you are going to have to step into that role, review those supervisor outputs and determine the time span appropriate chunks (goals) for your new Lead Technician.”

Ruben was quiet.

“Look, do you want to lose Edmund?” I asked.

“No way,” Ruben replied. “He’s a great technician.”

“Then you have some management work to do.”

Cannot Continue This Way

“Our system creates predictability,” Ruben explained. “It creates predictability without stress. It allows us to do our maintenance at the best times, allows us to properly inspect our raw materials, test our setups accurately. Everything runs.”

“What are you going to do with Edmund?” I asked.

“He should never have been promoted to supervisor. He is a great technician, a great operator, our go-to guy. We don’t want to lose Edmund, but he cannot continue as supervisor.”

“What are you going to do with Edmund?” I repeated.

“I am going to assign him to a new role called Lead Technician. He won’t like it, and, right now, I run the risk of losing him. The job market is too fertile, lots of other companies would like to have Edmund.”

“How are you going to keep him from screwing things up, just because he has a new title? And how are you going to keep him.”

Effectiveness

“So, in your mind, Edmund is not a hero?” I prodded.

Ruben shook his head. “No, and what’s maddening is that Edmund, as a supervisor, keeps describing his behavior as results oriented. It’s all about the results, he says. So, maybe he delivers, but there are body bags all over the place.”

“So, notwithstanding the results, how would you describe his effectiveness, as a supervisor? Thumbs up? Or thumbs down?”

Ruben laughed. “You know, that’s it. Effectiveness. If I can judge his effectiveness, it’s thumbs down. A supervisor is not effective when he ignores the metrics, skips steps in the process, then works overtime to save the day when the system breaks down.”

Underpinnings of Theory

“I have to tell you,” I started. “I have a high bias for action. Theory is okay, but for me, I am more interested in real world application, the theory, not so much.”

Pablo gave me a short grimace. “Unfortunate,” he said. “I know you young people are short on attention, you look for excitement in the world. Often, the underpinnings of theory escape you.”

“It’s not that,” I defended. “I just lean toward doing something.”

“I am sure that is what you believe, but every action you take, indeed, all of your behavior is based on your perception of the world, what is going on around you. Understand, that perception is always a frame of some sort. There are things within your field of vision, and things outside your field of vision. Sometimes, to change your frame, all you have to do is turn your head.”

“I get that,” I nodded. “I’m a visual person.”

“Most of your frames,” Pablo turned his head to see me sideways, “are not visual frames, but mental frames. Your mental frames are based on assumptions, beliefs, the way you see the world. Most of your frames are based on some theory. And, if your theory is not intentional, studied, tested, then your behavior may be (mis)guided by a theory of which you are not aware.”

Matching the Work

“I’m a structure guy,” Pablo said. “When you think about effective managerial leadership, I think the focus is on the structure.”

“It’s not on charisma, likeability, luck?” I asked, knowing the answer.

Pablo gave me a knowing smile. “The first key area for any manager, is to design and build the team. Individual achievement is a myth. If you want to create something great, it takes a team, a collection of teams, organized to get work done.”

“Before I do anything else, I have to build the team?” I wanted to know.

“Before you build the team, you have to design it,” Pablo continued. “That’s where most companies make their first missteps. As time goes by, there is too much to do, always work left over. Someone has a brilliant idea, let’s hire some more people. And, they do this without any thought of the overall design of the team to get work done.”

“So, first I have to think about the work?”

“And, not just task assignments, we have to figure out what problems must be solved and what decisions have to be made. With that, then we have to determine the level of problem solving and the level of decision required on the team, to make sure when we start to match up the people, we can select the right ones.”

Because We Said So

“Just to be clear,” Sarah wanted to know, “if communication is the symptom, but accountability and authority is the cause, what’s the fix?”

“You already told me that your communication seminar did not make any improvement. Is your answer embedded in your question?” I asked.

“We have to fix accountability and authority?” she angled her head to the side. This was not a rhetorical question.

“Let’s take the easy example,” I replied. “Two people who have to work together, but, neither is each other’s manager. Let’s take your Marketing Director and your Sales Director. In that working relationship, what is the accountability and what is the authority?”

“Well,” Sarah started. “They are not each other’s manager, so there is no accountability and no authority. They are professionals, they should each know what they are supposed to do.”

“Oh, really,” I nodded. “Would it be a good idea for marketing to coordinate with sales and for sales to coordinate with marketing?”

“Yes, I suppose,” Sarah concluded.

“If they are supposed to coordinate, but they don’t, what kind of problems emerge? And, does that look like a communication problem?”

“Yes, that is what we were trying to fix in the communication seminar,” Sarah smiled.

“But, it didn’t get fixed, because it wasn’t a communication problem, that was only the symptom. What you had was an accountability and authority issue. If it would be a good idea for them to coordinate, if the Marketing Director calls a meeting with the Sales Director, is the Sales Director accountable to attend?”

“I’m not exactly sure,” Sarah winced.

“You are not sure because you did not define their coordinating relationship. By virtue of the fact that the two are in a coordinating relationship, if one calls a meeting, the other is required to attend. Of course, they have to mutually schedule the meeting, but they are required to attend. Why are they required to attend?”

“I am still not sure,” Sarah winced twice.

“Because we said so,” I stated flatly. “By virtue of their coordinating relationship, they are required to attend. Further, they are required to do what?”

“Coordinate?” Sarah was catching on.

“Exactly,” I said. “Now that we have specifically defined the accountability in their relationship, do we have a communication problem?”

A Matter of Judgement

“You said the manager-once-removed is in the best position to engage the team member as a mentor,” Brendon asked. “You said the MOR has a realistic assessment of the team member’s performance. I know the MOR has access to the KPIs for the team member, but so do a lot of other people. Why the MOR?”

“KPIs are actually a lousy indicator of performance,” I replied. “The direct manager and the MOR, in their monthly 1-1 coaching discussion should do a 60-second team member review. If there are ten people on the team, that’s 10 minutes.”

“But, how could you review individual KPIs in 60 seconds?” Brendon wanted to know.

“I wouldn’t use KPIs. KPIs are important, to examine throughput of a system, but results, overall, are not in the control of a team member, or an indication of an individual’s performance. I know you subscribe to results-based-performance, but any factors you choose to follow cannot be relied upon in any sustained fashion. At best they will only be a clue, at worst, those factors may mislead.”

“But, we use objective numbers,” Brendon protested. “We manage by measurement.”

“Just because you use a number, does not make it objective. What if you are measuring the wrong thing? You cannot translate a living system into separate discrete factors. You have to account for the whole system, assessment is still a judgement. It is a judgement made by both the direct manager and the MOR.”

“Then how do we make that assessment?” Brendon was curious.

“A series of very simple questions,” I said.

  • Is the team member operating satisfactorily within the level of work?
  • Is the team member operating in the top half or the bottom half of the level?
  • And, in that half, top, middle or bottom?

It is a simple way to state effectiveness. Every manager can answer those questions.

“And if the response is not satisfactory, the diagnosis follows one of these four absolutes –

  • Is it a matter of capability?
  • Is it a matter of skill (that could be improved by training, education or experience?)
  • Is it a matter of interest or passion for the work, does the team member place a high value on the work?
  • Is it a matter of required behavior? Is there a violation of contracted behavior? Is there a habit that does not support a required behavior? Is there a violation of our accepted culture (required behaviors)?

“Make the assessment, then diagnose. At best, KPIs are only a clue. Personal effectiveness is a managerial judgement.”

In the Open

“But won’t James feel uncomfortable, maybe distressed if he knows I am talking directly with his team members,” Brendon shifted in his chair.

“You and James are part of a team. As the manager-once-removed to James’ team, you expect James to talk to you about each team member and their career progress. James will notice things about his team that you won’t see. By the same token, James and the team have work to get done, so James, by design will focus on shorter term issues, while you focus on longer term issues. And, just as James is the coach for his team in their current roles, you are James’ coach for his current role. No one is talking behind anybody’s back. It’s all out in the open.”

“Shouldn’t HR do this instead?”

“Some companies think that,” I replied. “The problem is that HR is not in the accountability loop. As James is accountable for the output of his team, you, as James’ manager are accountable for James’ output. This chain of accountability puts you in the best position to have individual mentoring discussions with James’ team, and individual coaching discussions with James.”

Fulfillment or Frustration

“But, if I have discussions about career path with James’ team members, wouldn’t that undercut James’ authority with his team. Won’t it appear that I am going around his back?” Brendon was concerned.

“You might think that,” I replied. “On the other hand, if you set the context properly for the conversation, it is a reasonable explanation, that you are curious, and interested in them, as a person. While there is a well defined working relationship between the team member and James, there is an appropriate conversation, an appropriate relationship between the team member and you, as the manager-once-removed. It is not your purpose to coach them on productivity in their current role, but you want to talk about the future, their aspirations, their interests, their curiosities, their future role in the company. It’s a perfectly legitimate discussion that demonstrates the care of the company in the career paths of their team members. People feel fulfilled when they can see their future and opportunities to pursue it, and, they feel frustrated when they do not.”

Who Has the Larger Picture?

“I think we may have a problem with James,” Brendon started. “Turnover in his department.”

“And?” I asked.

“And, he says team members are quitting the company because of pay. We’ve had a competitive pay program that has worked for several years, with reasonable increases, but some of the numbers James is claiming don’t seem reasonable for the people he is losing.”

“So, you think the problem is with James?”

“It’s his department,” Brendon shrugged.

“Does James have the authority to offer pay increases beyond the thresholds in your comp program?”

“Well, no. But, whenever I hear it’s about the money, money is only part of it. I think it’s that some of our project managers just don’t see the longer term picture here that they are promised somewhere else. Pay may be part of it, but it’s their longer term career path.”

“And, you think James should be talking to his team about their longer term career path?” I prodded.

“Look, I know James has a lot on his plate. He’s in charge of all of our projects, they’re complicated with lots of moving parts, but he also has to pay attention to his team,” Brendon shook his head.

“So, James is in charge of complicated projects, coaching his team for faster throughput, maintaining quality standards, AND you want him to be a mentor?” I smiled. “What if you went to James’ team members, occasionally, and you talked to them about their career, challenge in the work, and what their professional life might look like in the future? With James’ full knowledge about that conversation?”

“Isn’t that James’ job?” Brendon questioned.

“Sounds like James has plenty on his plate dealing with what’s going on today, this week and this month. Besides you have a better perspective on the larger picture of the company, the larger picture of role opportunities, where lateral moves make sense, where promotion makes sense. On these longer timespan issues, I think you are in a better position to have that discussion. In a very real sense, as James’ manager, for James’ team, you are the manager-once-removed.”