The Gearing Process

“Where do we start?” Eduardo asked.

“Where do you think we should start?” I replied. We were trying to determine whether Hector was big enough to handle his current job.

“We are trying to measure his capability. That’s the goal of this session,” Eduardo established.

“Yes, so what Unit of Measure have we talked about when it comes to defining the tasks involved in his job?”

“Well, we have talked about Time Span,” he said.

“And, what was the measure of the longest task in Hector’s job?”

“We said, one month. Hector is in charge of shipping, but it’s more than just getting freight out the door. He is responsible for proper crating, working with vendors to select the proper crating materials, collecting information about product damage in transit. It is really a big job. Some of the problems that have to be solved involve testing in-house, you know, crash testing and then field testing.

“I don’t think one month is accurate. I think, to be successful, the longest task is three months. It takes that long to solve some of our material damage issues in that department,” Eduardo concluded.

“Okay, three months is the longest task required. To be successful running the shipping area requires the ability to work three months into the future, without direction, using his own discretionary judgment?”

Eduardo nodded, “Yes, I need Hector to carry the ball to whole way. I may check up on him more frequently to see if he still has the ball, but I need him to supervise the resolution to some of these issues without me. If I really have to get involved, then Hector is not doing the necessary work.”

“So, success in the job requires a Time Span of three months?” I asked.

“Yes.”

“That is Step One. Firmly establishing the Time Span of the longest task, establishing the required Time Span for the role.

“Are you ready for Step Two? The next part is to measure Hector.” -TF

Measuring Capability

“And what about Hector?” I asked.

The look on Eduardo’s face was unmistakable. He was not happy with Hector. In the two minutes that Eduardo had been talking about Hector’s job performance, I could tell he was disappointed.

“You are right,” he said. “Just because we are better able to define Hector’s job by using Time Span, doesn’t mean that Hector has the capability to do it.”

“Do you think it is a matter of capability?”

“I don’t know,” Eduardo replied.

“How can we measure Eduardo’s capability?” I pressed.

“Measure? What do you mean? I hardly think an IQ test is going to help us.”

“You are right,” I responded. “An IQ test is a lousy predictor of whether Hector has the capability, whether he is big enough for the job. So how can we measure, if he is big enough for the job?”

“Well, the only way our company decides that, is this math test you take when you apply for a job here. It takes a couple of minutes and you get a score, but I don’t know if that’s it.”

“Eduardo, what if I told you that your scores are no better than Hector’s scores? Would you look for a different way to measure capability?”

Eduardo’s eyes perked up.

“Meet me here on Monday, and we will look at an entirely different way to measure capability.” -TF

The True Scope

“So, it helps to understand Julie’s job,” I observed. Eduardo and I had been talking about how attaching Time Span to each task in a job, helped to understand the scope of the job.

An epiphany was occurring inside Eduardo’s head. “Yeah, think about freight,” he started. “Hector is our freight supervisor, and his area is a mess.”

“How so?”

“Well, he usually gets all the day’s shipments out. It’s a big job, because we have to carefully crate everything. That’s part of the problem, often our crates don’t hold up and our product gets damaged in transit. We have close to ten freight claims going at any one time.

“Hector thinks he is responsible for one day’s work each day, when the Time Span required is much longer. He should also be responsible for investigating and resolving all of these freight claims, figuring out which of our crate components failed, and making changes to the process to reduce transit damage. He needs to work with our vendors to buy different crate components that do a better job. All of that seems to get lost in the shuffle, but it is really Hector’s responsibility. Instead of a one-day Time Span, his job is more like a one-month Time Span. He has some serious follow-up to do.

“It is only when I describe the job’s Time Span as one month that I begin to see the true scope of the job.”

The Whole Job

“I never thought of it that way,” said Eduardo.

“What do you mean?” I asked.

“Trying to attach Time Span to specific tasks in a person’s job,” he explained.

“What do you think about it?”

“I never really thought about the person’s whole job. When I start to attach Time Span to the separate tasks in a job, my understanding of the job gets a lot larger.”

“Give me an example,” I prompted.

“Okay, one of my supervisors, Julie, is responsible for scheduling. On the face of it, she needs to sit down and write out the schedule once a week. It takes 45 minutes to an hour depending on the work we have in house. If the schedule gets messed up, you know, someone gets sick, or the volume of work increases, Julie throws up her hands. She is quick to blame the circumstance and says she did her job, she put the schedule together last Friday.”

I smiled as Eduardo continued.

“So, scheduling is not something with a Time Span of one hour. Scheduling has a Time Span of three weeks. That’s how far in advance that we schedule.

“When I explain it to Julie, we need to talk about the Time Span. We publish the schedule each Friday, but she needs to be planning, for real, three weeks into the future. She needs to check the incoming work mix, scheduled machine maintenance and vacation schedules for the upcoming three weeks. Materials, machines and people for the upcoming three weeks.

“And when there is a change in the schedule, she needs to recalculate everything, three weeks into the future. By attaching Time Span to the task, now, I can see the whole job.”

Figuring Time Span

“And how big is Ron’s job right now?” I asked.

“Wait a minute, wait a minute,” Eduardo protested. “I am just trying to get my arms around measuring the size of the job by using Time Span.”

“I understand,” I replied. “So, think about it now. Measuring the size of the job using Time Span will become clear.”

“Okay,” Eduardo started. “Ron’s role now is to manage two supervisors with a total staff of twelve people. That’s two supervisors and ten workers.”

“So, what are the tasks and what is the Time Span of the longest task?” I prodded.

“Well, Ron has to teach his supervisors to use the same process he used when he was a supervisor. But he had all that in his head, so now he has to either write it down, or draw a picture, flow chart it out, or something. He has to create the system for his team.” Eduardo stopped. “This is really a different job. I think one of his supervisors isn’t doing that great and needs to be replaced. Ron is going to have to figure out what skills would be valuable to interview for and then he has to go out and recruit.

“He also has some equipment that needs to be replaced with more sophisticated machines, get a bit more automated, but he is going to have to make his case. And he has to budget for it. And he has to get that budget approved. Our budget process alone is done on an annual basis.

“Without thinking much more about it, I think the Time Span required for Ron’s job, now, is about twelve months.”

“So, based on Time Span,” I said, “the size of Ron’s current job is twelve months?” Eduardo was nodding. Time Span as a unit of measure was beginning to sink in. -TF

The Size of the Job?

“How do you measure the size of the job?” Eduardo whispered, talking to himself, but making sure I knew he was thinking.

“We have to make a judgment call here,” I said. “We have to decide if Ron is big enough for the job. But to do that, we have to decide how big the job is.”

Eduardo had never thought about work this way. Measuring the size of a job was a little off-the-wall for him, but I could see in his face that it made sense.

“I am thinking, and your question seems logical, but I don’t have a clue how to really measure something like the size of a job.” Eduardo was still with me, but he was out of ideas.

“Think about when Ron was successful, when he was supervising the work to be done. What was the longest task that he had to accomplish, in terms of time?”

Eduardo was thinking. “Do you mean, that he had to hit his daily production targets?”

“In a sense, but I am guessing, if he was supervising, he was working toward a goal with a longer Time Span than daily production.”

“Well, yeah, I mean Ron was in charge of daily production, but some days were up and some days were off and some days, we shut down production for preventive maintenance. We looked at production on a monthly basis.”

“So every month, he had to hit the same number?”

“Well, no. Some months were up and some months were down. Ron had to work to the sales forecast. There was some seasonality to it, and some of the production orders took more than a month to cycle through. We really looked at things on a quarterly basis.”

“So, the Time Span for Ron’s role as a Supervisor was around three months?”

A light bulb went off in Eduardo’s head. “Time Span? Is Time Span the measure of how big the job is?”

Measuring How Big?

“I don’t know,” replied Eduardo. “I just hope he snaps out of it. Ron was our poster boy.”

“Is it a matter of skill, something he can learn, or is it a matter of capability?” I repeated. “You can hope all you want, but if it is a matter of capability, you may not be able to wait.”

“What do you mean?” Eduardo had a new sense of curiosity. “Ron has to snap out of it fast.”

“Tell me again, what has changed with Ron’s role?”

“Well, a year ago, he was supervising a couple of people, making sure the work got done. Now, he has to manage other people who are supervising that work.”

“Is the job bigger, now?” I asked.

Eduardo looked at me, puzzled. “Well, yeah. He has more people, I guess it is more complicated.”

“So the job is bigger now. How do you measure, how much bigger the job is?”

“Measure?” Eduardo had never been asked to measure the size of a job before. “I don’t know,” he continued. “It’s just more complicated, I guess.”

“So, how do you measure the complexity of Ron’s new job?” -TF

Skill or Capability?

Eduardo was hanging up the phone when I arrived. I could tell he was puzzled.

“It’s funny,” he said. “This is the third time I have explained things to my Ron, but it just doesn’t seem to sink in. I don’t know what the problem is. For two years, he was doing great, but now, he seems to be in a fog.”

“Ron reports to you?” I asked. Eduardo shook his head.

“Yes, in fact, he was a good hire. We started him in a little office with only two people. He grew it to six, now he is at twelve. Somewhere along the line, he lost it.”

“Alcohol, or drugs?”

“No, I don’t think so. He is too conscientious for that,” Eduardo observed.

“But he seems to be in a fog? Tell me what has changed in the past year, going from six people to twelve people.”

Eduardo looked up at the far corner of the room, picturing the changes before he described them to me. “It’s like Ron was supervising the work pretty well, but now he is one step removed. He is now managing a couple of supervisors. Maybe that’s the problem. He is too far away from the what he knows how to do?”

“Is it a matter of skill, something he can learn, or is it a matter of capability?” -TF

The Work is Not Work

From the Ask Tom mailbag, Kurt writes:

Question:

Job protection is often a reason not to delegate. Lot’s of managers use job protection as a means to make themselves needed by the company. Knowing things, that others don’t, equals some power in their position. But in the long term, they loose flexibility and get frustrated. How should we manage those employees?

Response:

It is critical that we understand the elements we hold managers accountable for. Often, we hold managers accountable for getting work done, when we should hold managers accountable for the performance of their team. It is this nuance that most don’t get.

The work of management is not “doing work.” The work of management is building the performance level of their team. And delegation is the most powerful tool the manager has. -TF

Failing to Follow-up

Glen was working late. “What’s happening?” I asked.

He was staring at a project book. I realized he was not in a jovial mood. He took in a long breath and a measured exhale. I could see the blood boiling behind his eyes, betraying his exterior composure.

Finally he spoke, “I thought this project would be done by now, but it’s not. It is due at the client tomorrow morning at 8:00, and it is only half finished. My team let me down.”

“Who was the project leader?”

“Andre,” he replied.

“And what did Andre say?”

“It’s the funniest thing. He said he knew the deadline was tomorrow, but since I never came around to check on the project, he didn’t think it was important anymore, so he didn’t start on it.”

“So, where is he now?”

“He is actually finishing a different project from another Project Manager, in Kansas City. So it looks like I will be here until midnight.”

“So, tell me, Glen. What happens to the importance of any project when the manager fails to follow its progress?”

“I know. At first I was mad at Andre, but it’s my own fault. I had set some follow-up meetings and just blew them off. Now I have to pay.”

“And next time?”

“Next time, I will make the follow-up meetings, instead of having to finish the project on my own.”