Category Archives: Timespan

Underpinnings of Theory

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“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.”

Not Just Showing Up

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“I’m still not following you. Showing up, making a presentation and getting the order, is not the work of a salesperson?” Brent protested.

“Those are valid activities, prescribed duties, but not the work,” I replied. “Tell me, on every sales call, what must be discovered about the prospective customer, before a sale can be made?”

“Well, you have to find out the customer’s need. If they don’t need it, they are not going to buy it, especially right now.”

“And what is the goal?”

“To write the order,” Brent shot back.

“By when?” I asked.

Brent stopped. “We have sort of a two-call closing process,” he finally concluded. “The salesperson needs to write the order by the end of the second call.”

“So, tell me, what are the problems that must be solved, what are the decisions that must be made by the salesperson to reach the goal by the end of the second sales call? Because that’s the work.”

Toward a More Accurate Prescription

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“To determine the cause of the problem,” I continued, “you have to look at more than symptoms. Look at any medical doctor. Before they can prescribe a remedy, they are trained to look at very specific things. I assume you have a physician?” I asked.

Sarah laughed, “Of course.”

“When you go to see the doctor, after the pleasantries, what does the doctor ask about?”

“That’s easy,” Sarah said. “She asks me where it hurts?”

“Not only where does it hurt, but is the pain specific or general? Is it an ache, or a sharp stick? Does it happen all the time or only occasionally? If only occasionally, what happened right before you noticed the pain?”

“Yes,” Sarah nodded.

“These are symptoms, the kind of things your team members complain about,” I said, “but they are only symptoms. But while the doctor is asking you about your symptoms, what else is she doing?”

“That’s funny,” Sarah replied. “While she is asking me questions, she is listening with her stethoscope, tapping my knees with a little rubber hammer.”

“So, not only is she listening for symptoms, she is also looking for signs. Symptoms, the things you (your team members) complain about may mislead. The doctor must also look for signs, evidence of something amiss. That is the point of diagnostic tests, blood work, x-rays.”

“That’s it?” Sarah asked.

“Nope. With the symptoms and signs, the doctor must now rely on a theory that ties them together. When you described the feedback you got from your team, that there was a communication problem, that was only a symptom. In addition to the symptom, we also have to look for signs, like a reduction in productivity or confusion in delivering our services. And, with those two together, we now must rely on a theory that ties them together to arrive at the proper diagnosis.

“Your communication seminar was based on a breakdown in communication. Your outcome from the communication seminar was neutral at best. More likely, the problem occurred from an absence in defining the accountability and the authority in the working relationship. Accountability and authority is a completely different organizational theory than a communication theory. Only when we apply the right framework, can we make a more accurate diagnosis and prescription.”

Looming Uncertainty

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“While timespan helps us understand the capability required for the role,” Pablo explained, “it also applies to the CEO.”

“I’m listening,” I replied.

“The cause of many organizational issues start with the CEO. Sometimes, in the pursuit of growth, the organization outgrows the timespan capability of the founder. It’s not just headcount or revenue growth, the company could step afoul of a regulatory issue, or an unexpected quality problem.”

I nodded, “I have seen that.”

“When the organization outpaces the capability of the CEO,” Pablo continued, “often he or she will clamp down, contract the size of the business. While this may relieve the CEO, provide the appearance of being in control, it can also create issues for those people around the CEO. Some may possess capability in the same band as the CEO and see their own initiatives constricted. This constriction will painfully trickle its way down the organization. In the CEOs effort to bring the company within the illusion of control, budgets may become unnecessarily limited, capital expenses may be delayed, key hires postponed. All of this is caused by the looming uncertainty, with which the CEO can no longer cope. An organization can grow no larger than the comfort level of the CEO.”

The Girth of the Organization

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“Why do most startups fail?” I asked.

“The standard answer is that they are undercapitalized,” Pablo replied. “But, I believe that is only a symptom of a larger problem.”

“The larger problem?” I pressed.

“Most startups begin with an idea, that the founder believes may have viability as an enterprise. It is this beginning of an idea, only vaguely formulated, where the trouble begins,” Pablo replied. “You have to start with the founder and the development of the business model, and ask how big?

“How big?” I asked, in a wandering sort of way.

“Think of big in terms of timespan. If the founder only thinks about the first handful of customers and the fulfillment of the first handful of orders, that is as far as the business will go (grow). More mature organizations answer longer timespan questions related to the mission and vision of the organization. The most often missed characteristic in both of those documents is the concept of by when?

“By when?”

“For the founder, meaning initial stakeholders, entrepreneur, investor, private equity, board of directors, the initial question to task the CEO is what is the timespan of the mission? Timespan will determine the girth of the organization going forward.

“And, this is where the standard reason of undercapitalized emerges. Most startups don’t have the resources to deploy more than the first handful of customers and orders, so that is where the thinking stops.

“Those organizations that more clearly determine their mission, the timespan of the 3-4 critical goals will have greater clarity on what kind of organization must be built. And, the biggest accountability for the CEO is to build that organization.”

The Mentoring Conversation

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“So, what does the mentoring session sound like?” Brendon wanted to know. “If it is different from the direct manager coaching session, what does the manager-once-removed talk about with the team member?”

“First, this is NOT a coaching session, so the mentoring session does not happen as often, perhaps once every three months,” I replied. “This is a longer timespan discussion, so more reflective than action oriented. They talk about the role, the role’s contribution to company, where that fits. They talk about the decisions the team member makes, the problems the team member solves and their capacity to do so. The purpose of this conversation is to create a clearer picture of the team member’s current contribution and their potential contribution. When the team member has a clearer picture of their potential contribution, their current contribution improves.

“In this conversation, the MOR also asks about the aspirations of the team member. Some team members have no idea of their own aspirations, never thought about it. The MOR is looking for intersection between the team member’s aspirations and the company’s aspirations.

“Most of all, this is not a psychotherapy session. The focus is on the work, challenge in the work, learning opportunities, advancement opportunities, to create a vivid picture of where the team member stands and steps forward.

“People feel fulfilled when they can see their future and opportunities to pursue it, and, they feel frustrated when they do not.”

In the Open

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“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

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“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?

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“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.”

The Decisions of a Salesperson

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“You’ve described the work of a salesperson as probing and connecting. Probing for the customer’s pain and connecting it to our product or service?” I asked, not waiting for an answer. “So, a sale that requires more than order taking likely requires a higher level of complexity?”

Marlena nodded. “We used to think we could hire anyone, give them a list of features and benefits to recite to the customer and that would be sufficient.”

“And?” I asked.

“And, sometimes they would get lucky, but our hit ratio was less than stellar,” Marlena explained. “We finally stumbled on a salesperson that was closing ninety percent. Her process was simple. In a screening phone call, she identified the customer’s pain.”

“Let me stop you there,” I interrupted. “At that point, what was the decision?”

Marlena paused. “More than one decision. Was the customer’s pain something we could solve? Was the pain strong enough to prompt the customer to take action? Would the customer see enough value in our solution to pay the price we needed to make it a win-win?”

“So, when I ask you the question, what’s the work of a salesperson, what are the problems to be solved and what are the decisions to be made, you now have a much clearer idea?”