October 29, 2007 – Dealing with a Newbie, Part 1

Starting at a new place can be very daunting. It represents a clean slate. Few, if any, people know who you are, what your past is or what your capabilities are. Whether you are looking to clean up your act or just re-establish yourself in a different environment, it can be intimidating.
As a manager adding new people to your project or organization you need to be aware of the newbies in your midst and how to make them part of the team. This week we’ll take a look at some general ideas on how to make them feel at home. Next week we can address nuisance newbies.

Make the introductions. Take them around the office and introduce the team. The two most important sets of people to meet are management and the keeper of supplies. The supplies person is obvious, but the management is vital. The worst way for someone to meet management is by making a rookie statement during a meeting.

Give them the overview. Talk them through the purpose of your department or the scope of the project. Paint the big picture and where they fit in. Build them up by telling them why they were selected for this specific position. They don’t need to know that the first two recruits turned the job down.

Hand over the documents. Give them the Charter for the organization, the Statement of Work for the project or any other defining documents that they need to understand the environment. As you brush the dust off to hand it to them, you may want to take another look at it yourself.

Tell them where the pot holes are. Back before California, in Ohio and New York, there were two driving hazard seasons: the Orange Traffic Cones of road construction (May to October) and the car swallowing Pot Hole months (November to April). Point out the hazards in your work place. If there are people or topics that need to be handled with caution, let the newbies know. Without your warnings they could blow a tire or land upside down in an open trench.

Get them what they need. During the first day at my new job, Carmen showed up at my desk with pens, paper, paperclips, tape, stapler and a bunch of other essentials. In most of my previous entries I had to find these myself. Sometimes I was lucky enough to get the name of the keeper of supplies, but rarely a full stock delivered.

Solve their problems. In one of my previous lives a newbie was having a problem. Her name was misspelled in the mail system and it was causing issues with her login and with people trying to contact her. When she asked the admin staff they pointed her somewhere else which led to someone else and back so many times that she was getting dizzy from the run around. I used her phone and made a couple of calls to put her in touch with the right person. In addition to solving her problem, I showed her that she was a priority part of the team.

Let them make mistakes. People learn by making mistakes. The ideas above set your newbies up for success, but if they aren’t allowed to make mistakes they won’t be able to achieve greatness. Establish an environment that encourages strong effort but recognizes that errors occur.

I have developed the Newbie Card system to break the ice and help overcome the fear of failure. Drop me an email or register at the Cutting’s Edge and I will send you a copy.

August 6, 2007 – Time to take it Easy

Here in the sunny southern California my daughters have passed the mid point of their summer holidays. July and August seem to fly by faster than any other months of the year. Last summer I missed most of that time because I was working out of town, flying back and forth just to spend the weekend at home. That summer window of opportunity of spontaneous fun freedom slipped by with me out of town.

I have been working with a team to create a chapter for the second edition of the PMI Standard for Program Management. The father of one of the women on the team is suffering from dementia. His once brilliant mind is failing and the time to spend with her once strong and encouraging dad is slipping away.

The collapse of a major bridge in Minneapolis, Minnesota ended the lives of people who thought they were just running to or from work.

What’s my point? It is two fold. First, make sure you take time for yourself. Second, make sure your team does, too.

Be Good to Yourself
Those 60-80 hour weeks, 52 weeks a year are going to kill you eventually but they are taking you away from enjoying your life now. I’m not suggesting you quit your job and convince your family to join a circus. However, if your family calls you “Uncle Daddy” because they see their Canadian cousins more often than they see you there might be a problem.

Recognizing that my travel was detrimental to my family life, I opted to pull back from an exciting PM role to take one closer to home that lacked the challenge.

Delegation is another great way to drop a few hours from your schedule. Find items from your to do list that you really don’t have to do and share the effort with your team. One quick hit for this is team meeting minutes. If everyone on the team takes a turn publishing the minutes you shave at least a half hour from your schedule each week.

Sometimes cutting back isn’t possible. In order to add a little balance to the family / work equation, I do bring work home. I know, it sounds counter productive, but it works. I’m home, usually in time to have dinner with my family and spend a couple hours with them. Once the kids head to bed I pull out the work and put in another couple of hours. It is a great time to do minutes or review documentation. Fortunately I can operate on a limited amount of sleep for several days in a row.

Take Care of Your Team
Burn out is a real possibility for your resources, especially if they try to drive themselves as hard as you do yourself. Here are a couple of items to keep in mind that may help maintain some sanity in the work place.

1. Set realistic dates. Nothing kills the enthusiasm in a team faster than working from behind right from the beginning. It’s acceptable to agree to aggressive dates, but build in a little reality, too.
2. Don’t overdue the overtime. Scheduling everyone to work overtime from the start of the project in order to meet the deadlines will not work. Overtime only works for limited time frames and then only when the team sees the purpose and benefit of doing it. Get their buy in before assigning it. You may be better off obtaining more resources and dividing the work up further.
3. Understand timing on family events. Encourage your team to honor their family commitments. Ask when the big soccer game is or the piano recital and make sure they can make it. It will build your referent authority (see Referent Authority entry) and keep them safe at home.
4. Encourage time off. Many people I work with seem unable to use their vacation time. They keep busy through the year and never get around to it. The theory behind taking time off is to come back refocused. Another great idea is compensation (“comp”) time. When your team has to work the weekend to implement a system give them the opportunity to take that time off just before or just after the event. It is better not to let the time stack up unused because it becomes a pain to track and if the situation changes (ex. project ends) they might loose out on it.
5. Be flexible with time management. Most projects have deadlines, not office hours. If you can be flexible in the work hours your team may be more productive. Granted, there needs to be overlapping time to handle interfaces and discussions, but a flex-schedule adds to the well-being of your resources.
6. Recognize the extra effort. Don’t take the overtime and hard work for granted. Reward the team from time to time. Suggestions include restaurant gift cards or movie passes. Pick things that encourage them to connect with others outside of work and gain a little balance. I know it is appreciated because when it happens for me my wife usually says, “It’s about time they did something for you.”

If you have other ways you use to keep yourself and your team sane drop me a comment and share it with all of us.

February 16, 2007 – Non-Team Resource Management

At my current engagement there are a number of us that are scattered about as individual consultants on different projects. Being one of the senior people on site I have certain management responsibilities for some that are not on one of my project teams. For consulting this is fairly common. With in house companies this would equate to a very weak matrixed environment where the resources belong to one group but are loaned out to projects with little or no direct supervision from the parent group.

There are a few obvious non-team resource manager responsibilities like approving timesheets and performing annual performance reviews. Because the resources don’t report directly to me for day-to-day activities, this presents a problem. For example, how do I know someone wasn’t out sick on Tuesday but put 40 hours on their timesheet? Or, how do I get feedback for their evaluations? Here are some suggestions to solve these and other problems with this type of environment.

The core to making this work is to build relationships. Contact them in an informal way on a regular basis. If possible the “walk by” management works well. Stop by their desk and ask how things are going and if there is anything they need or problems they have. Phone calls are good for those longer distances and if you can swing a videoconference you get bonus points.

As you start to understand who they are you can begin to understand what motivates them. Although they aren’t directly working with you, any motivation you can provide allows them to satisfy the department or client they are working with.

Training is an important motivational aspect that has two other benefits. First, it gives them additional or improved skills to be more productive. Second, it shows them that they in your eyes they are worth the investment.

Maintain an open dialog with them. In addition to the walk by visits, you can schedule lunches or other opportunities to get together. A problem that can develop over time as the individual begins to think of themselves as part of that other group. Eventually that assignment or project is going to come to an end and the individual is going to feel alienated. This is especially true for consultants.

All of these things feed in to resource retention and must be done proactively. Once there is a crisis or someone decides to switch companies it is too late to fix it. In some cases it could take 2-3 months to retrain someone for that position causing pain for both you and the group they were supporting. Then nobody is happy.