Tag Archives: accountability

Never Run a Press Before

Cindy’s assignment was simple. As a successful supervisor in another division, she was transferred to a line unit that was having trouble keeping up. After her first meeting, she wasn’t so sure she was up to the task.

From the back of the room, “So, tell us about your background. Have you ever run one of these presses before?”

She admitted that she had not. “So, how do you expect to be our supervisor when you don’t know the first thing about how we do the job?” She had never been challenged so directly. Worse, it was a perfectly valid question.

Now Cindy was in my office. “Here is the central issue,” I asked, “how can you bring value to their problem solving and decision making?”

“What do you mean?”

“You don’t know how to run the press, but does that really matter? How do you bring value to their problem solving and decision making? How do they know when they are doing a good job? How do they know when they are doing a poor job?”

“Funny, I know the ops manager was complaining that they did not meet the production quota last month. But those numbers were never broken down on a daily basis so the line never had a clue whether they were ahead or behind. The last two days of the month, somebody came out and yelled at them to pick up the pace, but it was too little, too late.”

“So, you can bring value to the work by giving the floor feedback on daily production runs, perhaps accelerating things a bit, but avoiding a hysterical crunch at the end of the month.”

One month later, Cindy’s crew was ahead by 150 units, yet had worked no overtime, even taken the press down for a half day of preventive maintenance. Every morning, Cindy had a two minute huddle meeting and posted the day’s production goal. At ten and two she posted updates with a final count at 3:30 when the line shut down. Though she had never touched the press, she was bringing value to the problem solving and decision making of her production crew. The skills to be a successful supervisor are quite different than the technical skills of the crew.

The Porpoise

“Purpose?” Phillip squinted.

“Purpose,” I repeated. “The first step to having important meetings is to be crystal clear on its purpose. We tell Project Managers they need to have meetings, and then we wonder why their meetings fall apart. Bottom line is that most companies don’t train supervisors and managers on how to conduct an effective meeting. They just expect it to happen, like magic.”

“So we need to start with purpose?” asked Phillip.

“Everything starts with purpose. Meetings run amuck when there is no purpose, or where people attending have different purposes. Until we get those purposes out on the table, our meeting is going to meander aimlessly.”

“How do we do that? Send an email out before the meeting?” pondered Phillip.

“Yes, it’s as simple as that. But think about it. How many meetings did you attend during the past month where there was no stated purpose and no agenda?”

Phillip didn’t have to think long. “You know, I don’t think I went to a single meeting last month where there was a published agenda, much less, a stated purpose.”

“Now, I know some things managed to get done in those meetings, but they could have been much more effective. Do that one simple thing, and teach your PMs to do the same and you will see an improvement.”

Third Leg on the Stool

“More?” Phillip asked.

“Phillip, one of the biggest mistakes a company makes when it hires people, is underestimating what is required for the person to be effective in the position. The role of a Project Manager requires a new skill set, a skill set that most companies never train.”

“We talked about schedules and checklists, but you said there was another tool, a third leg.”

I nodded. “Perhaps the most important tool. Meetings. Most PMs know they need to have meetings, but they just gut their way through. Nobody likes their meetings. The team would skip them if they could. Participation by team members hardly exists.

“Think what a meeting could be. It makes communication consistent because everyone hears the same thing. It provides the opportunity for interactive participation and questions. It encourages participation and promotes buy-in. It can be used as an accountability tool.

“But effective meetings rarely happen, because most managers don’t know how.” Phillip’s turn to nod. It began to sink in. Running the job is completely different than doing the job.

S-II Power Tool

Phillip was all ears. He slowly understood that the role of the supervisor was different. While the role of the crew member was to do the work, the role of the supervisor was to make sure the work got done. It required a completely different set of skills. It had nothing to do with hammers, saws or heavy equipment. It had to do with scheduling people and materials. It had to do with making sure the work was complete and finished on time.

“You said we need to teach our PMs how to put a schedule together?” Phillip asked.

“Yes, and a schedule is only one of the tools of the supervisor. Another is a checklist.”

“You mean, like the punch list we use at the end of the job to wrap up unfinished details?”

“Yes,” I nodded. “Why use a checklist only at the end of the job. Checklists can be useful through the entire project. There are a hundred things that need follow-up and no one can keep all that in their head. In fact, after a few jobs, a master checklist can be created for different parts of the project, like a template that can be used over and over.”

“And we should teach this to our supervisors?” Phillip was slowly getting on board.

“Yep. I know it comes second nature to you, but not to your junior Project Managers.” I stopped. Phillip had enough for today. “Tomorrow, I will come by and we can pick up the next Project Management tool.”

Next Step

Jeremy was not excited after his first project follow-up meeting.

“Why the long face?” I asked.

“Well, I thought by scheduling follow-up meetings, the project would start happening and show some progress. I just finished the first follow-up meeting and found out the project hasn’t started yet. I am still in the same boat as last week.”

“What do you think the problem is?”

Jeremy’s mind was searching for a directional clue. “I don’t know. Sylvia said she was having trouble getting started, but was sure that by Friday, we would see some progress.”

“What does progress mean?” I continued to probe.

Jeremy was puzzled by the question. “Well, you know, she will have started.”

“What is her first step to getting started?”

Jeremy hesitated. His response was only going to be a guess. I stopped him.

“Jeremy, don’t feel bad. This is typical of projects not laid out clearly. She hasn’t started the project because she doesn’t know what the next step is. Heck, you don’t know what the next step is.

“Have you ever had a project that you found difficult to get started. But once you got rolling everything was fine. What caused you to stutter is that you had not defined the next step. Understanding the power of the next step will give you a clue on how to get project rolling. For now, you need to have an interim emergency meeting with Sylvia to lay out the next step. And remember, since she will be doing the work, she needs to participate heavily in the design of this next step.”

Predictability of Unfinished Work

Jeremy pulled me aside as I walked down the hall. “I have the same situation,” he said.

“What situation?” I asked.

“My boss hands all the stuff to me to make sure it gets done, but he never makes it clear that I have to delegate most of the work to other team members. Worse still, he doesn’t support me when I get push-back on some of the assignments. He lets these people off the hook as soon as there is a whimper. I was here until 10:00p last night working on a project that I assigned to Sylvia two weeks ago. I found it on the corner of my desk yesterday with a note.

I didn’t have time to get this done. It is due tomorrow. I talked to the boss and he said just give it back to you. He said you would take care of it.

“I am not the manager, but the boss expects me to make sure everything gets done.” Jeremy was clear eyed, but you could tell he felt pretty beat up.

“Sounds to me like the boss expects you to take care of it. Tell me, how do you like working until 10:00?”

“I don’t. I was so mad, I could have strangled Sylvia.” Jeremy fidgeted.

“So, what are you going to do differently next time?” I asked. “Because this will happen again unless you do something different.”

“What else could I do?” Jeremy sat straight in his chair. “I saw the package at 4:30 and there was five hours of work that had to get done. I had to stay.”

“That wasn’t the question. The question is how are you going to prevent that from happening next time?” Jeremy was stymied. “Let’s take a break,” I continued. “Get some fresh air. I will meet you out in the company courtyard in about ten minutes. I have to check on something. Then we can talk some more. Until then, here is a clue about where I want to focus. What day next week is the next unfinished report going to land on your desk?”

Do I Have the Authority?

“But, I am the manager, shouldn’t I have the authority to make some decisions around here?” Amber asked.

“Ah, yes. Authority,” I replied. “You must understand, however, that authority comes with accountability. Neither comes first. You cannot have the authority to make a decision without the accountability for the outcome of that decision. Conversely, you cannot be held to account for the outcome unless you have the authority to make the decision.”

“So, just exactly what decisions do I have the authority to make around here?” Amber pressed on.

“To know that, you have to examine your goals and objectives.” Amber had an unspoken question on her face. I continued, “Your goals and objectives, agreed upon by you and your manager, set the context for your accountability (output) and the authority you have to make decisions to reach those goals.

“In the beginning, that authority may be unclear. That is why you meet with your manager more frequently, to clarify the context, define the accountability and determine your authority. As time goes by, your confidence will increase and so will your understanding of the discretion you have to make appropriate decisions.

“The most important understanding, where you have authority to make decisions regarding the output of your team, you also have accountability for that outcome. Do not think you can have the authority without the accountability.”

Manifest-Extant-Requisite

This is a series on Teal and Levels of Work. Here is the backstory for the series in case you are interested in the context. The purpose for the series is to explore the tenets of Teal through the lens of Levels of Work.
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Who is accountable and what is the role of a manager? Teal would say the team is accountable and there is no manager, the team is accountable for the output of the team.

Jaques would ask the question again, who is accountable and what is the role of the manager? Laloux acknowledges that, on the nursing teams at Buurtzorg, there are nurses that contribute more than others, and that, on request, a coach can be summoned. There is no visible role of a manager, but leadership is certainly visible.

Leadership may be designated (in the role of a manager) or it may naturally emerge in a hierarchy of “recognition, influence and skill.” Jaques clearly addresses this issue, exploring three states of organizational structure. Organizational structure (hierarchy) is the way we define the working relationships between people.

The Manifest Organization is the structure of the organization represented on the official organization chart, “at best, only a very rough approximation to what is actually going on, if you can even make sense of it.” Laloux might argue, this is the documentation of the “chain of command” and serves to illustrate the evil in hierarchy.

The Extant Organization is the system as it actually functions, for better or worse. Misguided notions of “command and control” drive dysfunctional working relationships, AND also allow for the emergence of natural working relationships described by Laloux as “recognition, influence and skill.” Jaques describes that the Extant Organization “requires you to dig in and find who is actually being held accountable for what and what authority they are, in fact, able to exercise in relation to whom and to what.”

The study of the Extant Organization begins the quest, gives you clues “by giving you a picture of how people intuitively judge the place, and how it can be made to work best, in spite of confusions and lack of clarity – for, by and large, we do try to get our work done as sensibly as the situation will allow.”

Because the role of manager is “invisible” does not mean a lack of leadership. Indulge me (and Elliott) to make this distinction. Where Laloux describes the team as accountable, Jaques would describe the team as “managing accountability.” Managing accountability is different than accountability for output.

A manager is that person accountable for the output of other people. The manager controls all the variables around the team, they provide the system, the training, the tools, the facility. The manager (coach) intervenes when the team struggles. See my post on BAMS and Teal. All of these descriptions are consistent with “managerial” practices at Burrtzorg. The nursing teams attend training, work inside a structured system to solve problems and make decisions, are provided the tools with which to work and are supported by coaches and facilitators trained to assist the team to manage its own accountability.

Jaques holds the manager accountable for the output of the team. AND, the most effective teams are those that manage their own accountability. These statements are not exclusive, they are simultaneous. Further, the most effective managers are those that support the team to manage their own accountability.

Those teams that fail to manage their own accountability suffer from fight-flight-freeze-appease or dependence (on the leader). In Jaques world, these descriptions are all consistent with a set of requisite managerial practices.

My sense is this. Teal is an intuitive response against a conceptual construct of power and control. It acknowledges hierarchy of recognition, influence and skill. Buurtzorg created an inventive structure to ensure the absence of power and control and stimulate the emergence of recognition, influence and skill. This is not a designated (Manifest) organization, but one from the study of the Extant Organization.

Teal may be an effort in the evolution from Manifest to Extant to Requisite.
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Most Teams are Functional, Few are Accountable

This is a series on Teal and Levels of Work. Here is the backstory for the series in case you are interested in the context. The purpose for the series is to explore the tenets of Teal through the lens of Levels of Work.
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What’s the difference between a group of people, a team (functional team) and an accountable team? Give any group of people a problem to solve, a decision to make, a goal or objective and a dramatic transformation begins from a group to a team.

Think about any high performing team you were ever a member of, and think about these defining characteristics.

Characteristics of a Team (Functional)

  • Clear and agreed upon purpose.
  • Key measures that indicate if team is on track.
  • Competent system.
  • Competent people.
  • Shared fate (what happens to one happens to all).

Functional teams are found everywhere. What is the difference between a functional team and that rare accountable team?

An accountable team is a functional team that manages its own accountability.

Could this be the team dynamic that Laloux describes at Buurtzorg? My intuition tells me that Buurtzorg’s self-managed teams are one and the same as Jaques‘ accountable team. The dynamics in the design of Buurtzorg’s self-managed teams become clear in the light of Jaques’ accountability schema.

If we can temporarily set aside “who?” is accountable and focus only on how accountability is managed, we find alignment between Buurtzorg’s self-managed team and Jaques’ accountable team. And if there is alignment at the team level, could there also be alignment at the manager level, though Buurtzorg would declare there is no manager. I think I can put those two pieces together in my next post.
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Back to Hierarchy, For a Reason

This is a series on Teal and Levels of Work. Here is the backstory for the series in case you are interested in the context. The purpose for the series is to explore the tenets of Teal through the lens of Levels of Work.
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If the purpose of hierarchy is not a power-grab, then why does hierarchy naturally exist as organizations form?

I recently ran into this issue in an organization with nine levels of managers. Without a guidepost to levels of work, people got promoted by reason of longevity, title instead of pay-raise, geography, too many people under a current manager, favoritism, nepotism. Totally out of control. The solution to organizational complexity was to add more people, more titles, more layers.

When hierarchy is grounded in levels of work (not power and not in nonsense), those layers naturally appear in the context of problem solving and decision making. AND, when we can see the distinction in the level of problem solving and the level of decision making, who-becomes-whose-manager is now a matter of organization sustenance.

We have explored the structure at Buurtzorg over the past couple of weeks. As an example of Teal, captured in Frederic Laloux’s Reinventing Organizations, the who-becomes-whose-manager is left to circumstance, not clearly defined and when it happens, designed to be temporary.

In Requisite Organization, based Elliott Jaques‘ levels of work, the who-becomes-whose-manager is based on accountability. Indeed, Elliott describes Requisite Organization as a Managerial Accountability Hierarchy, “a system of roles in which an individual in a higher role (manager) is held accountable of the outputs of persons in immediately lower roles (team members) and can be called ‘to account’ for their actions.”

Elliott would describe the accountability for each manager, to bring value to the problem solving and decision making in the team. This is not a suggestion, this is a mandate, an accountability. Managers are required to bring value to the work of the team. This is not a power structure, but a value-stream.

I was reminded that Teal is not structure-less. While the nursing teams are well described by Laloux, the rest of the structure is not, so let me make some guesses.
S-II – nursing teams, accountable to deliver direct nursing services. (Longest goals and objectives 3-12 months.)
S-III – regional coaches and institutional facilitators, accountable to ensure nursing teams are working effectively in that delivery. (See prior post on Teal and Theory of Constraints. Longest goals and objectives 12-24 months.)
S-IV – integration executives accountable to ensure the output of nursing services works within the medical community and government ordinances for financial accommodation and payment. (Longest goals and objectives 2-5 years.)
S-V – would be Jos De Blok, the founder of Buurtzorg, accountable for enterprise design and value in the marketplace. (Longest goals and objectives 5-10 years.)

Each level of work is defined by context in its decision making and problem solving. When this hierarchy occurs (naturally), it creates organizational sustenance, intentionally, with purpose.
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