Georgia Tech Offers Credentialing for Online MOOC CS Masters

I’ve seen lots of press about the Udacity + Georgia Tech = Credentialed Online CS Masters announcement.  The thing that excites me is that we now have a top-10 computer science university leveraging their reputation to get into credentialing.

As I’ve said before, online learning is the easy part, getting recognized (credentialed) is the missing piece.  The official announcement doesn’t mention how the learning is assessed and the student authenticated, but the FAQ indicates they will use proctoring partners, which the chronicle of higher education indicates is Pearson VUE:

All exams are proctored using national proctoring standards. We have access to 4,500 physical proctoring facilities and are working with online proctoring institutions.

It looks like they will not be piggy-backing on existing MOOCs that are hosted by Udacity, but Georgia-Tech will develop and manage their own curriculum:

The curriculum in the pilot OMS CS will represent a subset of the on-campus curriculum, allowing for a full MS in computer science but with only some of the specializations available in the on-campus program. The OMS CS curriculum will then expand as more courses come online.

It doesn’t look like general enrollment will be open until Fall 2014.  I can’t wait to see how it goes with this program.  This could be the start of affordable accredited online degrees from top-tier universities.

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Fooled By Randomness

“I think the market is going to go up today, but I’m betting against it.”

You might think that statement is a little contradictory, but as Nassim Taleb explains, in Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets, that it is perfectly reasonable to expect that on most days the stock market will go up a little bit, but on the rare-but-still-expected day it will decline by an amount that exceeds all the gains.  This is because of the asymmetry (or skewness) of market behavior and outcomes – the probabilities and payoffs are asymmetrical.  There’s a good Wikipedia article that explores the concept.

Taleb spends many pages lamenting that financial pundits and talking heads can’t seem to grasp that simple concept (along with several others).  

Taleb established his credibility in this area because he developed his perspective in the late eighties and has successfully put his money behind it ever since:

His 20-year trading career has been marked by jackpots (like when he lucked out in trading options during the stock market crash of 1987) followed by long dry spells.  “If you lose money on a steady basis and then make money in a lumpy way, people think you’re crazy,” he says.

– Bloomberg Profile

There are a couple of great insights encased in the general disorganization of this book.  Skewness is one.  Another is the fact that traders who employ a strategy suited to the current economic temperament will outperform (in the short and medium term) traders who employ more generally robust strategies.  And furthermore, of traders who employ more robust strategies, luck is going to produce some big winners – who the financial press are going to profile and study and praise their perceptivity.

Taleb raises the point that there are many praiseworthy necessary conditions for trading success, but that these are insufficient, and that luck is also necessary.  [Aside – I always love it when people address the issue of necessary and sufficient conditions – I think it should be part of the highschool curriculum]

Some people will find the core ideas in this book obvious.  Others will point out that the you can’t disprove a thesis that says: “You’re underestimating uncertainly and in the long run I will be proven correct.”  

The main problem of the book is that too much ink is spent remarking upon the general stupidity of traders, commentators and pretty much everyone else.  But fortunately, he informs us, he doesn’t pay any attention to any of them.  One particularly redeeming feature of the personality that spills out onto the pages, is that he seems to know that he’s being disorganized, anecdotal, perhaps a little petty – and he doesn’t care.  He’s self-consciously unrepentant.

It also important to note that this book was written in 2001.  Although now all the rage, Taleb should get credit for being an early advocate of the ideas and research of Kahneman and Tversky.

Taleb is most-closely associated with the concept of the Black Swan – a rare, impactful, and unpredictable event.  During the bubble and global financial crisis of 2007/2008 – an event which reportedly earned him a multi-million dollar fortune – Taleb released The Black Swan: The Impact of the Highly Improbable, which carries on his discussion of skewness and uncertainty. And most recently he has published Antifragile: Things that Gain from Disorder, where he tries to provide “a blueprint for living in a Black Swan world.”  I haven’t read either of these but I look forward to both of them – I just hope that his critical success will have caused him to focus a little more on the clear articulation of his ideas, and a little less on stupidities and foibles of others.

 

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What Great Managers Do

There is one quality that sets truly great managers apart from the rest: They discover what is unique about each person and then capitalize on it.

So says Marcus Buckingham in the fifth article in Harvard Business Review’s 10 Must Reads on Managing People.

Three paragraphs in and I was immediately struck by the parallels with a book I read a year ago: First, Break All The Rules.  That’s good, because – as I found out when I picked it back up off the bookshelf – they’re by the same author.

I’m starting to see a trend here: successful HBR article then successful business book, or vice-versa.  Either way – if you want a good summary of a popular business book go look for the corresponding HBR article; It’s true for many of the articles in HBR’s “10 Must Reads” series.

The thesis of the article is that people are different, and you should play to their strengths, rather than spend too much effort on improving their areas of weakness.  

Mediocre managers assume (or hope) that their employees will all be motivated by the same things and driven by the same goals, that they will desire the same kinds of relationships and learn in roughly the same way.  They define the behaviors they expect from people and tell them to work on behaviors that don’t come naturally.  They praise those who can overcome their natural styles to conform to preset ideas. In short, they believe the manager’s job is to mold, or transform, each employee in the perfect version of the role.

Great managers don’t try to change a person’s style … They know that their employees will differ in how they think, how they build relationships, how altruistic they are, how patient they can be, how much of an expert they need to be, what drives them, what challenges them, and what their goals are.

There are a number of examples portrayed, for example Michelle Miller, the manager of a Walgreens, who recognized that her “goth rocker” employee Jeffrey was particularly good at restocking aisles with new merchandise (and enjoyed it), so instead of having the role shared among the aisle owners – as it typical – she had Jeffrey restock all the aisles. 

As it was with First Break All The Rules so it is with this article; I vacillate between thinking this thesis is banal and obvious, and then feel pained that I’m not really doing a good job individualizing for my team.

Marcus identifies three general areas of differentiation to capitalize upon:

  1. Strengths/Weaknesses – To understand your employee’s strengths and weaknesses, observe them during their work.  What tasks are they particularly good at?  What do they struggle with?  How do they react to the challenges of different types of work?  Ask them what they have particularly enjoyed working on in the recent past.
  2. Motivations / Triggers – The most powerful motivation is recognition – but people have different preferences regarding how they want to be recognized.  Some employees find it energizing to be called up and praised in front of the whole company, others would prefer an professional award that they could put on their professional biography, others would prefer a trip to disneyland with their family.  This type of differentiation requires a lot of personal attention by the manager.
  3. Learning Styles – Not every employee thrives by being thrown into the deep-end of the pool.  Some require some time to read, talk and analyze before taking action.  Others prefer to dive in and figure things out as they go along.  So consider individualizing training, task-prep and other forms of communication to the learning preferences of your employees.

This article has stuck in my head the past couple of weeks, and I have tried to observe my team to see where and how I might better cater to individuals.  As a software development manager there are a few ‘levers’ that I can pull to individualize:

  • The tasks that are assigned to team members.  Although we follow the scrum / agile methodology, where the team members take tasks from the backlog to work on, I could try pre-assigning some of the backlog tasks to play to individual strengths.
  • The way in which I interact with those urgent / critical tasks that inevitably turn up.  We take turns each week being the ‘support cowboy’ to handle issues that come in (usually via email), but different team members have different styles.  Some are more effective if I turn these issues into official tickets for them to process, others are comfortable balancing the email tasks with the sprint ticket system (in our case JIRA).
  • Praise and Recognition.  I think I can do better to individualize recognition of great work and milestones.  The current team has both introverts and extroverts and a one-size-fits-all way of recognizing may not be the most effective.

One challenge to both discovering and capitalizing on the uniqueness of each team member is the unfortunate frequency with which team members move to new projects and new managers.  I have just started (in Evernote) keeping explicit notes on my observations (and discussions) about strengths / weaknesses, interests, etc.  It would be good if there was some way for the organization to capture and retain this information so it was available to new managers – and also to encourage all managers to make these types of observations, and to try to individualize to them.

I’m curious to hear how other managers try to discover, record and adapt to the unique talents and personalities of their team members.  Any thoughts?

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On Sheryl Sandberg’s “Lean In”

You can’t win talking about gender.  Sheryl Sandberg acknowledges as much in “Lean In: Women, Work, and the Will to Lead.”   So I give her credit for stirring up this hornet’s nest knowingly.

Before the publication of this book, I knew very little about Ms Sandberg.  I knew she was very senior at Facebook – poached from Google to help Facebook focus on monetization – and I believed she was smarter, better-educated, and harder working than pretty much anyone I know.  Reading the book didn’t change this opinion of her.   If you’re wondering how someone like Ms Sandberg does it all, you’ll realize the hard work she puts in, and the sacrifices in other areas of life that she has made.

I read the book – actually, I listened to the audiobook on my commute – before reading any of the reviews or paying attention to the discussions that have sprouted up, so I was able to approach the book with a blank slate.  And I found the book to be very engaging.  She weaves a mix of first-person stories, gender stats and studies, and advice and encouragement.  It was an effective way to expose the troubling realities regarding the challenges that women face in the workplace.  Beforehand I thought I knew some or most of this, but I really didn’t.  The study about how men and women are perceived differently when they succeed – even when the circumstances are identical – was particularly powerful.  

Ms Sandberg is careful not to attribute these challenges exclusively to men – pointing out that the studies show both men and women participate in maintaining unhelpful stereotypes about women who exhibit assertive behaviors or occupy leadership positions.  The main audience for the book is women, most of the advice centers around encouraging women to take risks at work, but there’s plenty for men to learn from.  I couldn’t help but wonder how often I have interpreted actions and behaviors through a gender-unequal lens; interpreting assertiveness as expected from male peers, but unexpected from females.  I would like to hope it’s not often, but the facts as outlined in the book make it clear that this happening often, and men (and also women) just aren’t aware of it.  

The advice for men that turns up in the book is:

  • Be a partner at home, sharing family and household duties.
  • Be mindful of the unconscious biases against women, try to accommodate for these where possible (e.g. actively solicit opinions, offer challenging tasks, opportunities for high visibility, etc)

Ms Sandberg is clear that the purpose of the book isn’t to advocate for a radical re-structuring of the work environment, nor to exhort men to change their ways (although some of both might be a helpful byproduct); her purpose is to expose the current state of affairs, and examine the behaviors that individual women can and should do to climb the corporate ladder.

Ms Sandberg is a brave woman.  Brave because she made herself so vulnerable in talking openly about some of her anxieties, and self-doubts.  Brave, also, because lots of people are actively engaged with their whole being on issues of gender inequality, and many of these people will be unsatisfied with Ms Sandberg limiting her scope to what individual women can do.  They would love for her to offer more advice to men, to people who manage institutions, to society as a whole.  But she’s only focused on a subset of women: those with the capabilities and interests to rise to leadership roles in government, nonprofit or corporate organizations.  She acknowledges the importance and challenges of women who chose to stay at home, or those that have no choice, but her focus is on those who are able and do chose to focus on their careers.

She believes that all women will benefit in a sort of trickle-down fashion, for example after she asked for priority parking spaces for pregnant women during her pregnancy, all women at Google would henceforth benefit from the change.  Similarly, by speaking publicly about leaving at 5:30pm to be home for dinner with her kids, she hoped lower-level employees would feel more empowered to do the same (although she also mentions that after the kids are asleep she’s back on the laptop for more work – I wonder if that’s expected too?).  I do think these will help a little bit, and that the increasing presence of women in leadership will reinforce a virtuous spiral of normalizing and encouraging women in leadership.

I think this book will have an impact for people who approach it with an open mind.  If you’re looking for a program to end gender inequality in the workplace, you will be sorely disappointed (like the authors of “Feminism’s Tipping Point: Who Wins from Leaning in?” and “Few Women can ‘Lean In’ Like Sheryl Sandberg”).

p.s. I would encourage men to read the excellent HBR post Three Reasons Why Men Should Lean In.

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Avoiding Innovation Debt

Peter Bell wrote an interesting blog entry on Avoiding Innovation Debt.  What he is calling Innovation Debt is the stagnation that follows long periods of failing to invest in the technical skills of engineers.

Innovation debt is the cost that companies incur when they don’t invest in their developers. It happens when the team is too busy putting out fires and finishing up features to keep up to date with advances in languages, frameworks, libraries, tools and processes.

I love the attention he direct to the issue, but I think there’s got to be a better name than Innovation Debt – perhaps Skills Gap, Skills Depreciation, Capability Debt or somesuch.  Frameworks, libraries, tools and processes – these impact the ability to execute on innovation – but I immediately associated the term Innovation Debt with something else: the stagnation that occurs when companies are focused on executing on existing products, and are failing to feed the front end of the innovation pipeline.

On Innovation Debt (as I see it)

When a company doesn’t engage in lightweight product discovery early enough, the result is real innovation debt.  The pipeline of innovation is stalled, because there’s not enough fresh air at the intake. This requires the company to invest in the early phases of innovation, namely product discovery or customer discovery.

Tragically, when a company finds itself with Innovation Debt and various stakeholders are calling for a detailed Product Roadmap, or the engineers finish up their current project, and there is a need to feed the beastthen there is a big risk that proper product management principles will be thrown out the window, and the highest-paid-person’s opinion (aka HIPPO) will determine the next product or features that are built.  A recipe for failed products.

On Capability Debt

Peter Bell nicely describes some of the consequences of incurring capability debt in a technical team: missing out on productivity increases, decreased employee motivation and job satisfaction.

He also lists some excellent suggestions to make sure capability debt doesn’t build up: encourage lunch & learns, send developers to conferences, host hackathons, bring in consultants / experts, pair programming, etc.

I also couldn’t agree more with his conclusion:

[Capability Debt] is a real risk for any company that needs to hire and retain a software development team. Of course, there will always be times where you can’t justify the time to learn new technologies for a month or two, but realize that what you are doing in those periods is accruing innovation debt. Have a plan for paying down the debt in the following quarter and follow it, otherwise you’re likely to become an increasingly less attractive place to work with technology that is getting further and further behind that employed by your competition.

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Reading it Again, Backwards, With a Highlighter

I’m working with my team to implement lean product development practices (see Eric Ries, Marty Cagan, Steve Blank).  So I’ve proposed that we do some reading homework assignments, then gather to discuss.  First up: The Lean Startup.

[Source: tutorialchip.com]

Backwards

This is my second reading the book.  Normally I’m not a fan of re-reading a book or re-watching a film (with the exception of Mad Max 2: The Road Warrior – a classic); life is too short and there are too many great books and movies still yet to be experienced.  But this is a great book, and I’m assigning it as homework, so the content had better be fresh to me.  To engage with the second reading I’m adopting some advice I received when working on my master’s thesis – someone suggested that to edit my writing effectively I need to see it with a new perspective, and one way to do that is to read it backwards, one paragraph at a time.  This allows you to separate each paragraph and deal with them independently.

When applied to re-reading a non-fiction book, I’m suggesting reading the major sections in order from back to front.  Major sections might mean full chapters, or if the chapters are themselves divided into subsections then it might mean reading the sub-sections in reverse order.  For The Lean Startup, this means starting with Chapter 14: Join The Movement!

I’ve found reading in reverse order also has unanticipated benefits, like giving your full attention to the second half of the book.  Sometimes the content of a book is so interesting that after the first half of the book, my mind is swimming with new thoughts and ideas, and by the second half of the book I’m distracted by my own thoughts, or find the material more familiar and less impactful.  But reading it in reverse order means you approach the end of the book afresh.

With a Highlighter

I remember reading somewhere that President Bill Clinton would always read with a pen in hand, and highlight or jot notes in the margins as he read.  This is a great practice.  The thinking goes, if you’re going to spend your time engaging with something, you might as well be all-in and give it your full attention and engagement.  This means highlighting passages that resonate, identifying points that you question, and capturing your reflections on the material.  When your time is limited (and if you have young children and an engaging job, then your time is definitely limited) the biggest cost of reading is your time.  Also, it’s worth it to buy your own copy (physical or Kindle) so you can highlight / take notes.

Both of these suggestions serve the same purpose – to make the best use of your time; life is too short.  If you’re not going to give a task  (a book, movie, lecture, etc) your attention, try hard not to do it all.  Don’t waste your time going through the motions.  And if you are going to give a task your attention, be open to ways to make the most of it.

p.s. I wouldn’t suggest this for fiction, unless maybe the Memento screenplay.

p.p.s If you haven’t seen that movie you should.

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The Virtues of Giving Your Best to B- Environments

A friend sent me a link to a blog post by David Heinemeier Hansson titled B- Environments Merit B- Effort, and asked me what I thought.

The Advice

I agree wholeheartedly with this:

A star environment is based on trust, vision, and congruent behavior. Make people proud to work where they work by involving them in projects that matter and ignite a fire of urgency about your purpose. Find out who you are as a company and be the very best you. Give people a strategic plan that’s coherent and believable and then leave the bulk of the tactical implementation to their ingenuity.

But I don’t think the post is offering good advice for when you find yourself in a B- environment:

If you’re doing work in a less than star environment, you owe less than star effort. Quid pro quo.

So ration your will and determination. Invest what’s left over, after meeting the bar of your work environment, in your own projects, skills, and future. The dividends is what’s going to lead you to the next, better thing. 

The post does acknowledge that you should try to improve the situation, but it sounds half-hearted:

By all means, do yours to affect and change the environment. Nudge it towards the stars. But also, accept the limitations of your power. You can drag a horse to the water, but you can’t make it drink.

The Problem

From a manger’s perspective the post describes important aspects of a healthy and effective environment.  Managers would be well advised to take notice.  But engineers shouldn’t follow the advice in the post because it would fail them on several levels.

First of all, it would feel crappy. The post acknowledges from the start that “being a slacker is not an innate human quality, it’s a product of the habitat … everyone wants to do a good job.”  Putting in B- effort has a cost on your psyche.  You would know you’re not doing your best, and investing “in your own projects, skills, and future,” if not aligned with the company goals, is not engaging in good faith with your employment.

Secondly, it would hurt your career.  Great engineers give their best.  They demonstrate their excellence.  If they don’t have confidence in an organization they try to improve it.  Failing that, they leave.  Rationing your effort, meeting the bar – these types of behaviors aren’t going to make you the kind of engineer that colleagues would highly recommend.  Some of the people you work with in a B- environment are going to find their way to A+ companies.  How are they going to remember you?  As a team player?  A problem solver?  Or a transactional engineer, ready to quid-pro-quo. 

My Advice

First of all, you would never start a job assuming its a B- environment.  So every job you start deserves your best from the get-go. You should apply yourself fully to the goals of the company.  As you discover issues with the environment, dedicate yourself to improving it.  Show initiative.  Suggest improvements.  Work to see them applied, and (hopefully) reap the benefits.

If you are convinced that you can no longer give your best, because you don’t have confidence in the organization, and you have done your best to improve the situation, then leave.  Other great engineers will be leaving too, or will have left, and they should feel confident in recommending you.

I have a hard time believing that even the author has spent any considerable amount of time working in a B- environment and just giving B- effort.  After all, he says that everyone should “work at a place that inspires them to give their very best. Don’t stop reaching until you have that.”  So don’t give a B- effort.  Give A+ effort until you’ve done all you can, then leave.

p.s. David Heinemeier Hansson is also the author of Rework, which I’m reading right now and am thoroughly enjoying – I will be reviewing it soon.

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Please, speak to me like I’m stupid

I feel like I’m getting dementia.  My colleagues communicate with me, in meetings, in emailed reports, in presentations, and I don’t know what they’re talking about – again.

image

[Source: morethandodgeball.com]

Part of the problem is that I’m in London, and they’re in Austin (or New York or San Francisco).  It’s morning for them, and evening for me.  And the other part of the problem is that I have to decode sentences like these:

“We’re adding a new API to DimSum (using Ostrich) to support Concierge”

“We updated the Beavers to use non-HTTPS healthchecks (Badger doesn’t support HTTPS), and fixed a bug that prevented Snitches from being deleted”

“Bouncer was down for a couple of hours, and BHive had a data loss – we’re restoring it from two days ago”

* These were modified to protect the innocent, but accurately reflect the nature of the messages.

Now was Beaver our service monitoring tool, or was that Bouncer or Badger?  And Concierge? – Was that our new data API or our product matching tool?

At Bazaarvoice, we’ve taken to giving a humorous, or quirky name to each of our services, tools or projects. [I must confess to being an early offender by naming our analytics infrastructure Magpie.]  It began innocently enough, and wasn’t a discernable problem when we were thirty engineers and only a few separate services.  But our rapid employee growth and the shattering of our monolithic codebase into independent services has resulted in a mishmash of project names, some of which include:

ABBA, Agrippa, Badger, Banyan, Bellhop, Bouncer, Bhive, Caber Toss, Chameleon, Concierge, Decon, DimSum, Doula, Firebird, Golden Hammer, Haruspex, Hitch, Magpie, Maestro, Nydus, Omnia, Ostrich, Polloi, Rotary, Sodexo, Stratos, Switchboard, Yente

Language is important.  Especially in technical fields.  We have to know what we’re talking about.  And so using the right name to convey meaning is important.  People bemoan the use of acronyms, but at least they’re an abbreviation of something meaningful and descriptive (e.g. MVP = Minimally Viable Product, API = Application Programming Interface, UI = User Interface, etc).  The project and service names above have a tenuous (at best) relationship with the nature-of-the-thing-named.

And so we find ourselves polluting the clean air of communication.  Every new tool gets a new code-name, and I’ve got another thing to stop and decode.   It’s giving me cognitive asthma.  And I can’t be the only one.

image

[Source omiusajpic.org]

As George Bernard Shaw once said, “The single biggest problem in communication is the illusion that it has taken place.”

Proposed Solution

Here are the helpful and descriptive counterparts that I had compiled to help me decode the names above.  See if you can match them up!

the Monitoring and Metrics Service, the Configuration Database, the Logging Service, the AWS Cost-Reporting Tool, the Universal Product Catalog, the Product-Matching Tool, the Automated-Moderation Tool, etc.

If we were using helpful and descriptive names in the office, our communication would instead sound something like this:

“We’re adding a new API to the Client Configuration Tool (using SOA-Lib) to support the new BV Read-Only API”

“We updated the Cloud Conformity Enforcers to use non-HTTPS healthchecks (the Monitoring and Metrics Service doesn’t support HTTPS), and fixed a bug that prevented the Metrics Agents from being deleted”

“The Feature Flagging Service was down for a couple of hours, and Client Configuration DB had a data loss – we’re restoring it from two days ago”

The quotes above still require context to understand (BV, SOA, healthcheck, etc), but they’re at least 5x easier to understand and process in real-time than the originals (for me at least).

Fortunately we’ve started to make progress on tackling this problem.  After pointing out the issue, and hearing a chorus of endorsement from newer employees and other teams outside of R&D, we’ve started asking R&D to use helpful and descriptive names for their services (with code-names in parentheses if desired).

Reaction

Surprisingly to me, however, some folks don’t agree that there’s a problem at all.  Take, for example, one colleague whom I highly respect:

“From my perspective we don’t have a naming problem, we have a branding problem.  Changing project names provides a superficial level of understanding to the reader that doesn’t accomplish enough in my opinion.  I want people in the target market of my projects to think of this when I talk about Badger:

<snapshot of awesome service monitoring UI>

Now, although he says “we don’t have a naming problem,” what he goes on to describe further in our exchange is the problem that is on his mind, namely: How can he increase awareness and adoption of the services that his team is developing.

Like so much communication, we’ve got separate agendas and we’re both talking about our own problems, trying to be heard.  Mine is decoding what he’s talking about when he says Badger (or Bouncer, Beaver, etc).  His is having people understand what his service provides.  But I struggle to get him to recognize the relationship of my problem to his.  If I can see the image of his beautiful and amazing service in my mind, but I cannot recall or recognize its name, I cannot think of it further.  If I want it to fit in the architecture in my head, I have to substitute a useful name; the Metrics & Monitoring-service.  Now I can work with it in my head.

Here I’m going to quote from the Harvard Business Review: “Use words that will resonate with those whose support and influence you must earn. If they can’t follow your ideas, they won’t adopt them” (hbr.og)

I suppose that I should really stop being lazy and actually take the time to learn and memorize each of the 35 (and growing) project / service names.  I am a development manager after all.  But what about people a little bit further on the periphery?  What about our Product Managers, our Support Engineers, our Marketers, our Salespeople, our Executives?

The solution is to legislate a “Clean Air Act” for communication, enforce it, and reap the health benefits of clarity and understanding.

image

[source: brandonseidel.com]

Stop making me work so damn hard to understand what you’re staying – if it means speaking to me like I’m stupid, I won’t be offended.  Sometime, somewhere, it might make all the difference that our company understands the implications that “ABBA is down” or “BHive lost a days worth of data” or “We’re understaffed on Omnia.” [or positive stuff too like “Yente is seeing 5x more usage and engagement than anticipated!”]

And I’m sure this rant applies to other companies too.

 

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“Saving Your Rookie Managers from Themselves” by Carol A. Walker

Not many of the HBR articles speak so clearly to the challenges I experienced as a new manager (and still experience) as this one.

(photo: community-manager by Enrique Martinez Bermej

In the fourth entry in HBR’s Must Reads on Managing People, “Saving Your Rookie Managers from Themselves”, Carol A. Walker identifies several areas likely to be tripping-up new managers: Acting as a Role Model, Delegating, Thinking Strategically and Coaching.

It all starts with recognizing that being a manager is very different role than being an individual contributor on a team.  

Individual contributors typically focus on execution towards achieving the team goals.  They may coordinate with other teams, mentor other team members, and may even be involved with helping to shape the goals, and establish priorities.  But fundamentally they are hands-on with the work of the team.

Managers, on the other hand, are usually hands-off from the work of the team.  They help to recruit the team, establish the vision and goals, set priorities, align the capabilities of the team members with the work to be done, monitor the work, evaluate the team, and coach individuals towards higher performance.  Managers’ contributions to the work is through the employees they manage.

One common problem is that most companies promote employees into management based on their technical competence.  But management is very different from individual contribution.  So much so, perhaps, that there is very little overlap in the competencies required to succeed in these two different roles.  

Sidebar:  So why is it so common to promote high performers into management?  I can think of a couple of reasons:

1) Credibility.  If someone hasn’t at least demonstrated the ability to understand and execute on the work being done, how would the employees trust their judgement?

2) Domain Expertise.  Related to #1 above.  If the manager is to help employees improve in doing the work, it is necessary for them to at least know how to get the work done efficiently.

3) Hiring Pipeline. If you aren’t promoting from within, then you’re hiring externally.  The further up the management hierarchy you go, the more important it is to get your hiring right.  It’s often seen as less risky to promote a high-performing employee from within, than to take a chance on hiring an external manager who might have plenty of management experience, but has little or no context of the business and work at hand.

Note: I speak of the work ‘promotion’ into management, but in actuality it’s more like a step sideways or diagonally.  At many companies, including Bazaarvoice where I’m working, there are separate career ladders for individual contribution, and management.  And it is possible to be promoted into the upper echelons of responsibility and pay, without being a manager.  

After being promoted into management, it can be a difficult transition, and new managers often “fail to grasp how their roles have changed – that their jobs are no longer about personal achievement but instead about enabling other to achieve.”

Acting as a role model

One of the first areas likely to be tripping up new managers is recognizing the importance of their behavior, language, communications style and comportment.  Like it or not, managers set the model for acceptable behaviors in the teams that they manage.  It’s common knowledge that the tone and culture of an organization are set from the top.  New managers might not realize “just how long a shadow they cast once they assume leadership positions.”

“Staff members watch them closely, and if they see professionalism and optimism, they are likely to demonstrate those characteristics as well.”

This is true of both positive behaviors and negative behaviors.  It’s especially important that managers learn to avoid projecting anxiety.  When times are tough, or there is a lot of organizational change, a manager that focuses on the problems instead of solutions, that expresses their fears instead of their ideas, will tend to encourage their staff to do the same.   Although it may be difficult, and appear fake, it’s vital that leaders project confidence even during time of stress.  

The real challenge is to be authentic and honest about any situation the team or company faces, and yet to focus on the tasks ahead and the opportunities that are possible.  Delivering bad news about company or team performance – without watering it down – and yet still articulating optimism is a skill that I have always admired when I’ve seen it in leaders during my career.  If you have to deliver bad news – and anyone who manages for long enough will have to – it’s worth your while to write it down and practice.

Delegating

One of the biggest problems new managers have is learning to stop ‘doing’ the work.  When deadlines loom, or things break or big opportunities arise, the natural tendency is for the new manager to jump in and “just do it” – since their ability to accomplish the work is what got them promoted in the first place.

When I first became a manager I don’t think I did nearly as good a job delegating as I would have liked.  All too often if there was something urgent that needed doing and stretched the capacity of the team, I would jump in and help.  For example, one of the data services that our team used had a data loss.  It wasn’t a big problem because we had a copy of our data.  Because I was the most familiar with our copy of the data, and because the team was all busy with their tasks, I stepped in that day and wrote some scripts to restore our data and get our system back up and running. 

While it may be nice to see that the manager is willing to roll-up their sleeves and help out with the work, it many ways it can undermine the sense of ownership and responsibility that should really rest with the team.  With regard to the example above, I reflected and realized that I screwed up and missed an opportunity to:

1) Let one or more members of the team learn about a part of the system

2) Let the team take ownership of the successful running of our product

3) Let one or more members of the team enjoy the satisfaction of solving an urgent problem and getting things working again

After that experience I vowed to remain hands-off from critical components in our system – even in emergencies.

The fix is to teach and support new managers so they understand the difference between being an individual contributor, and being a manager. 

“Understanding this new role is half the battle for rookie managers, and one that many companies mistakenly assume is evident from the start.”  

Thinking Strategically

This issue is related to the one above.  New managers tend to still be very tactical and reactive.  If there are any fires, the manager needs to be involved in seeing that they’re all put out.  Even if the manager is delegating the work, new managers may be too focused on managing the immediate work at hand.  It depends on the particulars of the team, division and company, but usually managers need to be involved in understanding and shaping the why of the work, not just the who, what, where and how.

One of the challenges is that tactical work is usually more tangible.  It feels like you are accomplishing something.  Whereas some strategic work may not be so immediately fruitful.  I can see at least two types of strategic thinking that managers need to engage with:

1) The first is in the direction of Product Management: managers should have a solid understanding of the context and vision of the product that they are building.  This means understanding the market, the competition, who is buying the product, who is using the product, etc.  

2) The second area of strategic thinking is in organization process and efficiency.  Managers have more responsibility and accountability for the success of their work.  Therefore they should spend some time thinking about processes, rules, tools, activities, rewards, and other factors that can affect performance.  This includes setting aside time to read, discuss and apply what they learn about improving organizational effectiveness.

For some reason as a new manager I felt guilty about spending time on these two areas.  Now I’ve come to see that it’s an important part of the role as manager.

Communication & Coaching

I can also relate with the final area of concern for new managers: communication and coaching.  As Walker mentions, “it’s human nature to avoid confrontations, and most people feel awkward when they have to correct others’ behavior or actions.”   One of the biggest mistakes by new managers is avoiding addressing critical feedback to their staff.  Walker provides an example:

“The typical scenario goes something like this: A staff member is struggling to meet performance goals or is acting inappropriately in meetings.  The manager sits back, watches, and hopes that things will magically improve.  Other staff members observe the situation and become frustrated by the manager’s inaction. The manager’s own frustration builds, as she can’t believe the subordinate doesn’t get it. The straightforward performance issue has now evolved into a credibility problem.  When the manager finally addresses the problem, she personalizes it, lets her frustration seep into the discussion with her staff member, and find the recipient rushing to defend himself from attack.”

The first time that I, as manager, had to deal with a performance problem I definitely let it drag on for too long before I addressed it.  Which meant that it had grown in significance to me.  Although I did eventually address the issue head-on in what – I believe – was a constructive and positive manner, it probably would have been better for all involved if I had addressed it as soon as I had first clearly perceived it.

I think I delayed giving feedback because I feared how it would be taken.  I wanted my team members to be enthusiastic and enjoy their work – and few people like to hear critical feedback.  But fortunately I had a very good relationship with the employee, and they understood I had their success in mind when I raised the particular issue and suggested some approaches for improvement.  It was a great relief that the feedback session went well, and the employee clearly put in the effort to address the situation.  

In the article Walker identifies a few concrete strategies for delivering important critical feedback, such as:

  • Ask them to reflect on their performance.
  • Focus on the employee’s career goals, and what they need to do to achieve them.  Frame the performance issue as a current gap to achieving their goals.
  • Focus on the desired actions and behaviors, don’t personalize the performance issue (don’t focus on attitude or personality).

Even though it’s still hard and I’m still apprehensive, I try to address issues of performance within a week of when I’ve evaluated and concluded that there is, indeed, an issue.

Conclusion

In my experience most managers are promoted into management and are expected to know what to do based on their collected observations of their past managers, and by copying their manager-peers.  It’s a trial-by-fire kind of thing, and I wonder how long it takes most managers to adapt.

Although the article title mentions “Rookie Managers”, the reality is that even experienced managers struggle with these issues.

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A review of “The Set-Up-to-Fail Syndrome” by Jean-Francois Manzoni and Jean-Louis Barsoux

Sometimes, it’s the manager’s fault.  That’s the core idea in the third article in the volume “On Managing People” in Harvard Business Review’s collection of Must Reads.

This 1998 article (followed up in a book with the same title in 2002), describes “a dynamic in which employees perceived to be mediocre or weak performers live down to the low expectations their managers have for them.”

[photo source: hbr.org]

The heart of the matter is that managers sometimes respond to mediocre performance with activities that clearly signal their dissatisfaction, and disempower the employee, such as:

  • increased time and attention on the employee’s work
  • requiring approval / review of work before it goes out
  • suggestions or commandments about how work is to be done

The employee views this as a lack of trust and confidence.  This causes a loss of autonomy, confidence and motivation in the employee.  

This response by the employee reinforces the manager’s opinion, establishing a vicious spiral of micromanagement and poor performance.

As we saw in the previous article on motivation, when you disempower an employee, you undermine their motivation.

The Problem

The essential problem is that the manager does not know how to coach effectively.  Coaching employees through mediocre performance is not easy.  It requires a healthy and trusting relationship between the manager and the employee.  Trust is built over time, the result of many small interactions where the manager demonstrates their confidence in the employee, and their interest in the employee’s wellbeing.  The manager also needs to exhibit their own openness to receiving feedback and learning to do better.  In a healthy environment that is dedicated to improvement, coaching can make a difference in employee performance.  But if the requisite relationship does not exist between manager and employee, then the manager may feel that micromanaging is necessary to ensure that work is done with appropriate quality.  Although it may be impossible to establish a healthy relationship of trust, it is the manager’s responsibility to do their best to try.  Failing to try is the managers fault, and failing to coach represents poor performance by the manager.

Breaking the cycle

Breaking the cycle requires a very carefully constructed intervention.  The manager needs to accept their responsibility in establishing the unhealthy dynamic.  Unfortunately it is extremely hard to reset a relationship that lacks trust – that’s why the authors of this article say that breaking out of this cycle is extremely rare in practice.  It’s far better to avoid the cycle in the first place.

Poorly named article

I don’t think this article is actually talking about situations where people are set up to fail.  That would be a situation where an employee is incapable of performing their job.  This article is talking about poor attitudes and behaviors in response to perceived mediocre performance.  It would have been better titled “The Vicious Cycle of Micromanagement.”  

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