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So, here is how Brent and I worked the Weekly Time Budget Planning sheet.

It is really a very simple spreadsheet, but very powerful in what it can do for you, IF you have the discipline to complete it and review it. It takes about 10 minutes a week to do a good job with it.

There is a column for the Client or Project Name, then a column for the description of the task. Then a column for each day of the week and a total column on the end.

You can total at the bottom of each day with a Grand Total in the bottom right hand corner. That’s it. The Planner shows which days you are over (or under) loaded, and if you simply have too many hours for the week.

Let’s say your target is 45 hours per week and when you are finished with the planner it shows 53 hours. You have two choices. Prioritize something off the list, or delegate it.

The best part is that you know a week ahead of time so you can respond without breaking a sweat.
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If you would like a copy of Brent’s Weekly Time Budget Planner, just reply to this email or follow the link to Ask Tom and I will email you one.

Weekly Planner

Weekly Time Budget Planner

Brent wasn’t sure he heard me right. I know he was expecting some sympathy for all of his long hours.

“Your long hours are not because you are working hard,” I said. “Your long hours are because you didn’t budget your time.”

He tried the puppy dog look. “But I don’t know exactly how much work there is to do until it piles up on me,” he protested.

“That’s BS,” I responded. “If you would sit down and think about your week coming up, you would find that 95 percent of it is totally predictable.”

“Well, I have a TO DO list, if that’s what you mean.”

“No, I am talking about a Weekly Time Budget. I am going to email you a Weekly Time Budget Planner. It’s one page. Spreadsheet format. Let’s meet tomorrow afternoon and plan your Time Budget for next week.” -TF
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If you would like a copy of Brent’s Weekly Time Budget Planner, just reply to this email or follow the link to Ask Tom and I will email you one.

All of a Sudden, It Happens

I had a hot tip to stop by and visit with Brent. As I entered his office, I noticed his eyes were sunk in. It was Friday, but he didn’t look like he was ready for the weekend.

“You look like crap,” I observed. “When did you get here this morning?”

Brent sat up, a bit startled. “Oh, man,” he said. “I rolled in around 5:00a. I just had to get some stuff done.”

“And when did you leave last night?”

“Well, I got out of here about 9:45p. I don’t know what it is. This has been going on for the past three weeks. On Monday, things don’t look so bad, but come Thursday and Friday, the work just seems to pile up. I have worked the last three Saturdays and last week, had to come in on Sunday. Missed the football game.”

“So, this is not some special project. Just your regular work,” I inquired.

“Yeah, in fact, if I had known about it ahead of time, I could delegate some of it out and it would already be done. But I don’t know about some of this stuff until it’s too late, or don’t realize how long it is really going to take. All of sudden, the pile is stacked up and everyone has gone home. The work’s gotta get done.”

“Brent, what if?” I started. “Brent, what if I don’t believe you.” -TF

Impact and Consequences

“When you talked to Taylor, what did you tell him?” I asked. Dana had just completed her first accountability conversation. It had not gone so well.

“I told him that I really liked the work that he was doing, but that he needed to come to work on time. And that I really appreciated the effort he was making,” Dana replied.

“I can see why he thought he might be in line for a raise. Dana, the first part of his behavior that you want him to change is coming to work on time. What impact does it have on the rest of the team when he shows up late?”

Dana stuttered for a second, then organized her thoughts. “Well, no one else can get started on their work, until Taylor is there. It’s not just him. In the fifteen minutes that he is late, he costs the team about 90 minutes of production.”

“And what are the consequences to Taylor if he doesn’t start coming to work on time?”

Again, Dana had some trouble. She had not thought this through to the next step. “Well, I guess he could get fired,” she finally realized.

“You guess? Dana, you are the manager. What are the consequences?”

“You’re right,” she concluded. “If I have to speak to him twice about coming in late, I have to write him up. Three written warnings are grounds for termination. So, yes, he could lose his job.”

“And, when do you want this behavior corrected?”

“Well, tomorrow would be nice.”

“Dana, if you want this behavior changed by tomorrow, you need to call Taylor back in here and have another go at this accountability conversation. What two things do you need to cover?”

“I need to talk about the impact he is having and the consequences.”

The Positive Sandwich

Dana was almost trembling when I showed up. The color was gone from her face. “Water,” she said, “I need some water.”

There was a chilled bottle on the corner of her desk, still full. I slid it over to her, waiting for her to continue.

“I don’t think I did that right,” she finally spoke.

“Step me through it,” I asked.

“I had to talk to Taylor. He has been coming late, dawdling on the work he is supposed to get done, and he is being really snippy with everybody around him, like he has a chip on his shoulder.”

“So, what happened?”

Dana shook her head from side to side. “Well, I tried to be positive first, then the negative part, then finish it off with another positive. But I don’t think I got my point across. He thinks he is going to get a raise.”

The Challenge

“So, what has to change?” I asked again. The schedule was staring at Miguel. The blank squares were screaming to be filled with someone’s name.

“I know, as the manager, I should be doing other things. But I can’t get to them until I get this schedule done. And no one else can do this schedule,” Miguel fired back.

“And why can’t anyone else do this schedule?”

Now, that was a barn stopper.

Miguel sat back again. “Because.” He stopped. “Because, I haven’t trusted anybody to do it.” He stopped again. “But, if I am going to have a life, and if I am going to run an 18 hour shift with double the headcount, I am going to have to trust someone.”

“Here’s the challenge,” I responded. “You haven’t had a heart attack yet, so you can work more than two hours a day. But I don’t want to see you scheduled for more than 45 hours per week, and I want to see your personal schedule. And on that schedule better be some time to coach two other people on putting the team schedule together.” -TF
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Can’t Get to Stuff Like That

Miguel sat back in his chair. “If you are not going to hire another manager to take over the additional chores, to make sure this place runs the way it’s supposed to, then I have to change some things around here.”

“Miguel, if you had a heart attack (which is the way you are headed, by the way), and the doctor said you could only work two hours per day, and only from your hospital bed, how would you keep this place up and running?”

Miguel almost snorted, stifling a laugh. “There’s no way,” he chided, shaking his head from side to side.

“I know. But if there was a way, how would you do it?”

“Well, first of all, I would have to have some eyes and ears in here, watching and monitoring. I would have to get the daily production numbers, to make sure things were okay.” Miguel stopped. He knew this was impossible, but he had started to think.

“And if you had spent your two hours for the day, and your doctor had shut off the phone, and there was a problem on the plant floor, what would have to happen?”

“Well, someone would have to be able to make a decision, and the team would have to be trained to handle the most likely problems.”

“So, Miguel. Look down at your desk. What are you working on? Are you working on a person, to help them learn how to make decisions? Are you figuring out how to get your team trained to handle a little chaos?”

Miguel looked down at the ballpoint pen, laying across an unfinished work schedule. He looked sad. “No, I can’t get to stuff like that until I get this schedule done.”
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Something Has to Give

Miguel was stunned. At some point, he thought I was a nice guy, but now he was not so sure. He was already working twelve hour days running a 10 hour staggered shift. We were about to expand to an 18 hour swing shift and expected Miguel to run the whole thing. Welcome to management.

“But I am already working as hard as I can,” Miguel protested. “How can you possibly expect more?”

“I expect more, because you are capable of more,” I replied. Miguel’s face turned blank. He was tired of fighting. He was tired of fighting the twelve hour days, he was tired of fighting me, but mostly he was tired of fighting his own thinking.

“I can’t work this way any longer,” he resigned. “Something has to give. I am already in trouble with my wife. I hardly get to play with my kids. My golf clubs have rust on them.”

“And I want you to manage a longer work process with about double the headcount you have now. What are you going to change?” -TF

Only One Manager

Miguel looked at me, then back to the schedule on his desk. He put the pen down and let out a sigh.

“It’s not going to get any better, is it?” he asked. We had been talking about the 12 hour days he had been putting in since becoming a manager. I didn’t say a word. Miguel continued.

“But, it’s my responsibility. I feel guilty if I’m not here and something goes wrong.”

“Miguel, you are in charge of this work area, running two shifts on staggered schedules. What if I told you, we were planning to ramp up production in two months, to add another shift to run 18 hours per day? What would you do, then?” Miguel’s eyes got wide. I raised my eyebrows in response. “What are you going to do then?” I repeated.

“Well, I don’t know, you would have to get a different manager for the other shift.”

“Miguel, you are the manager for this work area. Everything that happens here is your responsibility. I will not have another manager so you can blame each other for things going wrong. I want one person to be responsible for the area. That’s you.” I stopped to gauge his reaction.

“Well, how am I going to do that?” Miguel responded.

“That’s what I want to know, how are you going to do that?” -TF
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It’s Not Going to Get Better

It was 6:30p when I stopped by Miguel’s office. “What’s up?” I asked.

Miguel picked his eyes up off the paper, holding his place on the schedule with a ballpoint pen. “Just going over tomorrow. It’s going to be another big day. Three special orders to get out the door.”

“Where is everyone, why are you still here?”

“Oh, we shut down at 4:30p. My crew is up with the chickens, tomorrow we start at 6:30a. I run a staggered shift. The first guys get the day started, then we’re full strength by 7:30a. The first wave is off by 3:30p, while the second wave picks up the pieces for the day.”

“Why are you still here?” I repeated.

“Well, there is just a bunch of little things that have to be done each day. Sort of out of control, huh? This won’t last forever. My schedule is getting better.”

“How long have you been working this late?”

“Gosh, ever since I became the supervisor, I guess. But it’s going to get better, soon.” Miguel looked optimistic.

I didn’t believe him. -TF
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Thanks for those who responded to our survey. It only takes about a minute. We will keep the survey open until October 19. The results will help us finalize an online program we are set to release in the next three weeks. -TF

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