Promoted In Place

The long-time supervisor of your team will be retiring a couple of months from now, and you’ve been selected as their successor. Congratulations! You are about to move into your first supervision job. It’s exciting and scary at the same time, especially since you will be supervising a group of people who have been your peers for the past several years. You’re about to be promoted in place. When you move from being “one of the gang” to a supervisory role, you can expect to experience some (or maybe many) challenges. These could include:

• How quickly you adjust to what good performance meant for you as a team member and what it means now as a supervisor
• How well team members understand your new role, and their willingness to accept and support your new duties
• How well you understand and adapt to the workload and pace associated with the responsibilities of your new job
• How well you understand and deal with the uncertainty, ambiguity, and need for multitasking associated with your new role
• How quickly you learn important administrative tasks that you aren’t prepared for or experienced in
• How well you handle the wide variety of human resources, interpersonal communication, and people-focused issues that are part of your new job

If this sounds daunting, it should. The skills and behaviors that made you an effective member of the team – one of “us” – are not necessarily the same skills and behaviors required to be an effective supervisor. And regardless of how close and how strong your relationships are with your teammates, those relationships will change once you become their supervisor. Still, with good communications, particularly good listening and a commitment to lead the team rather than “boss” the team, you can be successful when you are promoted in place. What’s been your experience?

Paul

Perry Smith’s Powerful Phrase

In the late 1990’s I had the pleasure of teaching in George Washington University’s executive programs. And that’s where I got to know Perry Smith. As a retired Maj. General, author of numerous books, veteran of 180 combat flights in SE Asia, fighter wing commander, former director of strategic planning for the U.S. Air Force, former commandant of the National War College, Ph.D., former military expert of major TV networks, and all around high-level thinker, Perry is an interesting guy to be around. He is definitely not your average kinda guy.

Perry’s a great guy for checklists; things to handle, work on, get better at, pay attention to . . . One of his “useful phrases for leaders” that has stuck with me is a simple yet incredibly profound statement:

“Help me discipline my In-Basket; don’t send me issues you are competent to decide.”

Think about the implications of his statement and what it says to your employees. It works well on several levels:

• It says, “There are issues that fall within the scope of your job and expertise, and I think you can figure out which issues those are and what needs to be done about them.”
• It says, “I’m confident in your ability to make good decisions on those issues and implement them.”
• It says, “When you face an issue that you think I can help with, let me know how I can best do that.”
• It even says, “You decide what to keep me informed about and when to do so.”

What an affirming, empowering viewpoint!

How many times have you said to yourself, “it’s just easier for me to do this myself than to take the time to teach someone how to do it.” What would it take for you to honestly be able to say Perry’s phrase instead of yours?

Paul

PS – now a young 81, Perry has always reminded me of the Energizer Bunny; he just keeps on going. If you want to learn more about this remarkable man, take a look at his website.

What If the Answer is “No?”

We seem to have this notion that becoming a supervisor or stepping into a middle management position is an irrevocable shift from being “one of us” to becoming “one of them.” Certainly our formal organizations – corporations, universities, government agencies seem to work that way. Many nonprofits too, for that matter; especially the large ones.

Supervising and managing is, frankly, not for everybody. And yet our organizations are set up in a way that basically says, “If you want to make more money and have a more secure future for your family, you need to become a manager.” I guess that may make sense to those that run larger organizations; certainly it was the path I chose for much of my career, since I worked in large organizations.

Suppose you’ve stuck your toe in the “supervision pond” and maybe even jumped in with both feet. There’s lots to like about management, but perhaps you miss the thing that brought you to the organization in the first place. Maybe that was direct contact with customers or clientele. Maybe it was the hands-on “making” of something; you, creating something of value. So where is it written that when you become a manager you no longer can do the things that attracted you in the first place?

I think it makes great sense for every supervisor, every manager, to stay in touch with their roots. Keep a hand in the game, an oar in the water to make sure you are connected to the folks that make it happen out there every day; the people making the products, delivering the services.

In the University world, presidents often make sure they continue to teach a class or two in their field, CEO’s take time to get out of the executive suite and see what’s going on in the trenches. Managers make sure they keep connected to their core interest by spending time with their sleeves rolled up.

Makes sense to me. What do you think?

Paul

Choices And Expectations

Whenever we see performance problems the culprit frequently involves expectations. Someone’s expectations about what was to happen did not get met. Those might involve results, behaviors, communications, relationships, or a combination of unmet expectations.

Expectations are often unstated or implied, the person “expecting” certain behaviors or results rarely has been explicit about the specifics of the expectation. Far too often the offending party has no idea what they have done wrong, and when an expectation goes unmet for days, weeks, or even months, the relationship sours, perhaps to the point of somebody losing their job.

Expectations come from a variety of sources, for example:

• Employees have expectations about how their manager communicates with them.
• Managers have expectations about when an employee needs to ask for input or permission and when the employee can act on their own.
• Customers have expectations about the relationship with your organization, including how and when you will communicate with them.
• Peers and co-workers have expectations about the relationship and communications between you and them, as well as between your unit and their unit.

Those are simply a few examples of where there are expectations, but you get the general idea. And in many instances the expectations are strongly held but completely unstated. Think about what kinds of expectations might be operating in your particular situation. What expectations do you have about how your subordinates are to behave and which of those expectations are merely implicit? How often has an expectation not been met but you’ve said nothing to the employee? Look at some of the examples below:

Managers Expectations – samples:

• Be flexible in responding to shifts in priorities or direction
• Suggest improvements to will help the organization be more successful
• Keep them in the loop about what is happening in your unit
• Be a self-starter, honest, trustworthy, and reliable

Employees Expectations – samples:

• Manage under-performers so they either succeed or leave
• Listen to their ideas, concerns, problems, and proposed solutions
• Keep them informed about things that have a bearing on their work
• Provide clear information about what you expect them to do

Peers Expectations – samples:

• Pull your share of the load; make sure your team does too
• Train and develop your staff
• Be an active member of the team; provide ideas, suggestions, feedback
• Share information that helps others get the job done successfully

These are just a few examples of typical expectations; you can easily come up with others. And there may be expectations unique to your own organization. Yet time and time again these kinds of expectations are not communicated to the key people you work with every day. What would happen if you sat down with your boss, your employees, your peers and had a real conversation about expectations? Do you think it might help people work more cooperatively, more positively, more successfully?

I think so. What do you think?

Paul

Do You Really Want to be a Supervisor?

Being a supervisor . . . managing others . . . leading a program staff or production team where you work is often rewarding and energizing. It provides an outlet for your creative passion, and can be a very real way to contribute to your organization and your local community. And of course it can also be difficult, challenging,, disappointing, and a major pain in the neck (or some other portion of your anatomy).

Many times we think becoming a supervisor is more or less expected; the next step on our career. Moving from an individual contributor or team member role to managing a group is often viewed as a right of passage in the organization. That’s great if being a manager is what you really want. But there are so many other ways to make a positive and substantial contribution to your organization.

Taking on a new project, developing a new product or process, taking the new team member under your wing and teaching them how to get things accomplished, looking for ways to exercise your sphere of influence (see: “It’s All About Choices“) to help your team and the organization move forward . . . all examples of “leading” without becoming a supervisor or manager in a more formal sense.

So when the opportunity appears to move into a management role, take the time to ask yourself if you really want to be a supervisor or if there are other ways you can contribute in your current role. Get a good handle on the expectations for supervisors in your organization. Managing a team or a unit isn’t for everyone; make sure it is for you before you step into that role.

Think about it.

Paul

It’s All About Choices

I’m willing to bet that you have lots to do. At the end of the day, week, or month you can look back and spot all sorts of things that you could have accomplished but didn’t. You’ve clearly made choices about what to do, what not to do, what to pay attention to, and what to ignore or defer until later. You probably make hundreds of choices every day. The choices you make must answer three basic questions:

• Who should address or resolve this issue? – you, somebody else, or nobody?
• How important is this to me? Is this mission-critical to my job or not so important?
• What is the best use of my time, talent, and energy right now? Handling this particular issue or something else on my plate at the moment?

I’m certain you have issues you can make decisions about, otherwise known as your “span of control.” These are decisions you can make on your own, choosing what seems best to you. For example, if something is within your span of control, you may decide to move ahead and keep your boss in the loop after the fact. If the issue requires sign-off or approval from your supervisor, then it clearly is not in your span of control; it’s in somebody else’s span of control.

You also have issues, challenges, problems, and concerns that you have some influence over, whether you realize it or not. This is your “sphere of influence.” These issues are outside your span of control; your position and authority don’t allow you to simply decide what to do. In this case you need the approval of someone else or the willingness of your boss to carry things forward. These issues tend to be things you care about and would like to see changed, but are outside your direct ability to make happen. So it pays to get good at raising issues, communicating critical information, and making recommendations so you can influence the person who actually can make the decision to make their choice the way you would like to see it made.

Learning to effectively use your sphere of influence has a great deal to do with the future scope of your span of control. Using and expanding your sphere of influence usually starts with your relationship with your own manager. You should quickly learn how they prefer to get your suggestions and ideas. Do they:

• Need a lot of data or just a general overview?
• Prefer to discuss your idea or issue, see it in writing, or receive it electronically?
• Have a more receptive time of day?
• Need to perceive any new idea as their own?

This is all about your ability to influence the future direction of your team or unit. The goal is to provide your manager with the information needed so their decision will go the way you want it to. Obviously, you need to provide your boss with information that’s truthful and complete. You don’t want to leave out an essential piece of information that could prove to be a problem later. That would brand you as someone who doesn’t think things through very well. Still, you can craft information and recommendations in such a way that they lead logically to the conclusion you prefer.

Often, supervisors and managers are frustrated by an issue or problem outside their span of control. So they toss the issue to their boss without thinking about how that person prefers to get input. When their boss ignores it, rejects the idea or makes a decision they don’t like, the frustration continues.

If you look back and can see you are not getting the results you want from your approach, it’s probably time to try a different approach. Ask yourself some basic questions, such as:

• What is the real problem or issue? How can I best describe it so my boss understands the essential facts and generally sees the issue as I do?
• What specific outcome do I want? If this issue was in my span of control, what would I decide to do?
• Are there potential difficulties or problems associated with my approach? If so, what are they? What effect might they have on implementing my recommendation? (Hint – they often are political or “turf” issues)
• What will be the benefits of following my recommendations?
• What will the payoff be to the organization and its customers or stakeholders?
• Who else supports my recommended approach?

Expanding both your span of control and your sphere of influence is a natural byproduct of experience. As you become more adept at managing yourself and the assignments, challenges, and opportunities that come your way, you “graduate” (David Allen’s apt term) and get to take on new, higher-level challenges. Because of the confidence you develop in your own abilities, this growth process can continue as long as you’re alive. But you have to start somewhere and where you are right this moment is a pretty realistic place to begin.

Ask yourself two questions:

• What issues are really within my span of control?
• What issues are in really within my sphere of influence?

Once you’ve identified the issues that are within your particular area of responsibility, then it’s a matter of choices – what are you going to do to move those issues forward to a successful resolution, and what issues do you choose to defer (maybe) until later?

Then once you’ve identified those issues that you care enough about to want to see move forward, then it’s a matter of who, how,and what – who needs to know about this particular issue, how do you want them to move forward, and what would you recommend they do?

I recommend you really think about it. What’s within your span of control and what’s within your sphere of influence?

Think about it and commit yourself to making good choices. Choose well and you’ll see your sphere of influence and your span of control expand.

Paul

Teacher vs. Coach – II

Shortly after the 1st edition of The 8 Essential Skills for Supervisors & Managers was published I posted some thoughts about one of the important roles you fulfill in the course of your work – Teacher and Coach. Based on the number of times that term gets searched on the blog, maybe it’s time to explore that a bit more.

Teacher

As a manager we can work with people whose skill level and job knowledge vary considerably. Particularly when the employee is new to the organization or your team, you are likely to be in a Teacher mode. You are teaching when orienting them to the team or the job; you teach them about the culture of the organization and the group. What do they need to know in order to be effective in their specific job and as part of the team? You teach them about the standards and expectations for performance, quality, communication, attendance, participation, and how much freedom they have to make decisions on their own. You make sure you give them plenty of feedback as they learn and progress. Once they demonstrate the appropriate level of competence in the basics of their job, you can shift toward more of a coaching role.

Coach

The role of a Coach is different from that of a teacher and involves a different set of skills. At the highest level it requires a well-developed sense of awareness about each employee’s talents, skills, and needs. Knowing when an employee needs some encouragement and positive encouragement versus when they might need corrective feedback or bit of refresher training can involve some subtle differences. Asking open ended questions can help lead the employee to figure out what needs to done without you “telling” them what to do. Once the employee has successfully mastered the basics of their job you can increase the level of involvement they have in managing themselves. Obviously that doesn’t happen right away; you want to empower them but must do so purposefully. Beware the “aimlessly empowered!” Of course the two sides of this coin are not mutually exclusive. You will likely move back and forth on a continuum between teaching behaviors and coaching behaviors. What do you think? Are you teaching and coaching your people? Do you have a firm grasp of when to teach and when to coach with each personal on your team? PS – for a great take on the difference between Coaching and Feedback, see what executive coach Mary Jo Asmus has to say on the topic. You’ll find an excellent post on her blog at Aspire-cs.com. As she points out, Coaching is future-oriented while Feedback is focused on what has occurred in the past. She says, “In the end, coaching is about ‘letting go’ of advice-giving and assuming the person being coached is whole, smart, and understands the best direction to head in.”  Good advice from one who knows.

As a manager, how adept are you at knowing when it’s time to shift from Teacher to Coach?

Paul

What Did You Learn?

What did you learn from each of your previous bosses? Maybe you worked for one of those rare “natural” supervisors or managers. I’ve met a few, but they are few and far between. Most of us who have worked inside organizations have worked for a series of bosses. And we probably had no difficulty finding things about their style that bugged us, frustrated us, even made us angry from time to time.

But at the same time, looking at it from the rear view mirror, I bet you also learned some valuable lessons from each of them. I know I did. Some of those lessons were positives – things to emulate, copy, and modify to fit me. And some were negatives – things to not do when faced with a similar situation.

One of my first bosses was The Chief. He was a Master Chief Petty Officer in the U.S. Navy and was the lead admin for the Supply Officer on my ship. He’d been in the Navy about 25 years and had risen steadily to become one of the senior people in his logistics specialty. Since our ship had one of the first on-board computers in the Navy (a Univac 1500 that took up a lot of room and was one of the few air-conditioned spaces on the ship), we were dealing with state-of-the art in some ways, and very old technology in others. Remember 10-part carbon paperwork?

From The Chief I learned precision and the importance of doing the job to the best of my ability. He also served as a role model of how to handle a difficult boss who had spent his entire career on shore duty. When we were at sea, the Supply Officer spent the whole time holed up in his cabin, alternately hollering at somebody over the ship’s phone and bouts of throwing up .

Some years later I worked for a boss I’ll call Sam. I was running an organization-wide system with multiple locations and nearly round-the-clock operations. From Sam I learned the value of building effective cross-departmental relationships and the wisdom of seeking multiple opinions and perspectives before making major decisions. My mid-20’s shoot-from-the-hip, get-it-done-now style sometimes backfired on me, particularly when I failed to identify key stakeholders and give them a “heads-up” regarding plans. Sam showed us all how to lead a diverse (and often highly competative) group of department heads in a positive direction by “communicating lavishly,” to use a favorite Max DePree quote. Sam knew where we were heading, kept us all in the loop, and ran interference with other senior leaders when necessary. Quiet leadership, practiced daily.

Those are just two of the people I learned from. What did you learn?

Think about what you’ve learned from some of the people you’ve worked for over the years. If you’d like to share a thought or two, that would be great. If not, at least think about it.

Collaboration

Recently I gave a brief talk to InterCom, the regional group for communications professionals. The topic was collaborative organizations, using our Midwest Consulting Group as a model. We believe MCG is the oldest virtual corporation in Michigan, and probably one of the oldest in the U.S. Building business through collaboration is what we have been about since 1990. The bright, diverse, neat-to-hang-out-with people who make up MCG are involved in both individual and collective projects and collaborating has become part and parcel of how we operate. Clients and projects may differ considerably, but working, thinking, planning together has become part of our hardwiring. The common denominator is helping organizations, individual professionals, and teams get great at what they do.

Whether it’s helping a nonprofit agency to create a strategic plan, guiding a university faculty member through the process of publishing in an academic journal, helping create a brand identity for a business or nonprofit, coaching executives and professionals, teaching and training people to be better supervisors, managers, and leaders or creating a comprehensive management development program  . . . the commitment to collaborate, cooperate, and help each other grow our businesses is in everything we do.

Who are you collaborating with? And what have you achieved through collaboration? Would be an interesting discussion, I think.

Colleagues

What is a “colleague”? In the broadest sense it’s a term we use for someone we work with and value. Still, it has come to mean much more than that to me. When I think of my own colleagues, I see people with whom I work, sure. But more importantly, I see friends. Individuals with their own interests, yet we share interests in some areas. Over the years we become more than people who “work together” – we become friends. We look for ways to collaborate (another lovely word) with each other, to support and encourage each other, to be there when things don’t go quite the way we had hoped or intended. And occasionally to provide that poke, prod, nudge in the direction of our true purpose when we get a little off-track.

I am blessed with superb colleagues and friends within the virtual organization we call Midwest Consulting Group, Inc. And over the years I’ve also developed a wonderful network of colleagues across the country. The times we spend together are among the best of times.

To all my colleagues and friends, I wish the very best for all of us in 2012. And Thank You for being part of my life.

How about your colleagues? When was the last time you thanked them for being among that special group we call . . . colleagues.