"Management is nothing more than
motivating other people." - Lee Iacocca
This article will present you with a set of
guidelines you can use to help make some sense out of what is often a confusing
transition. This is not meant to be a complete set of day-to-day instructions;
that concept is pretty much gone forever now that you’re a manager. It is,
however, a reasonable outline that will help you through the process of goal
setting and managing your staffs. So take a deep breath and let's get started!
Step 1:
Understand what management is:
What significantly sets managers apart is the
migration away from a concept known as "individual contribution."
Managers are not, primarily, individual contributors. That means that you are
going to be responsible for the work of others; your success depends on how
well your team performs. You are now responsible for far, far more work than
you could ever possibly produce by yourself (see warnings at the end of the
page). You can’t fix all the problems – don’t even try… that’s not your job
anymore
Step 2:
Prepare for the
transition:
This will become confusing and
frustrating... perhaps not immediately, but managers are often pulled in
multiple directions. You may have a different dress code to follow. You will
have new rules to obey (particularly in the area of Human Resources).
a. Find a mentor: Not your immediate manager, but find
another manager with lots of experience and ask that person to help your
transition. This is a very important and often overlooked. It will also gain
you considerable esteem in the eyes of the upper level management team.
b. Join a networking group: There are lots of these (Toastmasters for
example). Ask other managers and executives about local clubs. Take advantage
of the networking opportunities in your area.
c. Contact HR: Go to the Human Resources department and
ask if there are any HR books or training courses you can use to help you. Read
a bit about being a manager. There is a mountain of literature on the subject.
Read some of the more well-known books ("The One Minute Manager"
and "The Seven Habits of Highly Effective People" are
management staples).
d. Help your staff cope: It's possible the people you will manage
used to be your peers and that will be the cause of envy (possibly
resentment) and friction. You can't prevent it but if you keep the lines of
communication open it will reduce the issues. However, you must remember that
you are now management and while you don't want to flaunt it, you can't let
your former peers take advantage of your previous relationship. Even if they
weren’t your peers, getting a new manager is always disconcerting. Address the
staff and let them know your plans. Establish the manager/staff relationship early.
Even if it seems a bit awkward at first do not be bashful about
it... just follow the steps, be yourself, and don't forget where you started.
e. Don't neglect family: Your husband-wife-playmate-whatever and
children, if any, and friends still need your attention just like they did
before. You will have a lot more on your mind now - management is a hard
transition. Keep your priorities in check. If you hear people mentioning that
you're distant - take note. You don't want to let your career ruin your family
relationships (you wouldn't be the first).
f. Don't neglect your health: OK, you've discovered
that this is actually fun. The work is exciting, you're working longer hours,
maybe working more at home, staying up a little later, getting up a little
earlier, doing a great job handling the family and kids... are you sleeping enough?
Are you sure?
Step 3:3
Identify
your goals:
What, specifically, are your measured
goals? Do you have hourly, daily or weekly targets your team must meet; what
about your new goals such as reviewing productivity? Write down everything and
post it prominently (see tips). This will be your checklist. A word of
caution here, this list will change over time; it is a living document. Some
things may stay the same (service levels, for example) but other things may
change depending on the strategies handed down to you from the Executive
Management suites. Review your list frequently, with a critical eye, and revise
it when necessary.
Step 4:3
Know
your team:
You need to know individual strengths and weaknesses for each team
member. John works extremely fast but occasionally misses some of the details.
Jane is incredibly thorough but has issues with the volume of work processed.
Bill has spectacular customer relationships but can never say "no" to
the clients whereas Mary has excellent technical skills but falls short in
people skills. You really need to know all this very, very well. You will use
this knowledge to balance the productivity of your team.
Step 5:3
Match
tasks with staff:
Use the information you gleaned from the
above steps to match people with work. This is termed skill-based work
assignment. You want to play into each person’s strengths and minimize work
assignments that would target his or her weaknesses. If you have the
opportunity, put people together that have complimentary skill sets. You might
put John and Jane on a project together, or have Mary and Bill consult together
on a presentation.
Step 6:
Meet
with your team members:
Regular one-on-one meetings are critical to
good management. These meetings have several purposes.
a.
Give feedback on job performance: Discuss the previous
week’s objectives including what went well, what areas might improve for next
time and how that improvement might be obtained. This will lead into…
b. Outline the goals for the next meeting: These are typically
referred to as "action items" and will form the basis for the next
weekly production review.
c. Learn about staff issues: You’re going to be a bit
out of touch now and you absolutely must realize that. The only way to keep
track of issues that affect the performance of your team (and therefore your
job) is to listen to your employees!
d. Ask for ideas: Your staff wants to feel engaged. Without
exception, the number one motivating factor behind people leaving a job is poor
management – that very often stems from feeling ignored. You will be graded not
only on your team’s performance, but also on your turnover rate.
e. Motivation: In Peter Scholtes' lectures, he points out
that people motivate themselves. The best managers find ways to get their
people to become motivated to do their jobs well and with pride. Use these
sessions to find out what motivates your employees and use that feedback to
improve their contribution.
Step 7:
Be
visible:
You must not isolate yourself from the
team. Sometimes the initial workload will seem overwhelming and you might have
a tendency to sequester yourself away from the staff to keep up – especially
with the new paperwork load you’ll
have. You absolutely must not give the appearance of being an "ivory
tower" inhabitant. If your team members don’t see their leader, they’ll
develop an attitude of anarchy. Things will go very badly for you. Even if
you’re managing remote staff, you need to make
sure they "feel" your presence. If you manage multiple shifts, make
sure you visit all shifts regularly.
Step 8:
Document
team activities:
Your personal performance review will focus
largely on your team’s performance so make sure you keep a written record of
issues and accomplishments. This will be especially important if there are
significant issues that arise. Problems are expected; how you and your team
handle those problems must be a focus of your efforts.9
Step 9:
Reward
performance:
This doesn’t mean money… although money is
nice, it’s not a primary motivator for on-the-job performance. Recognition is
much more effective. If you have the authority, perhaps grant performance leave
(an extra day off for doing something exceptional). Make the rewards regular
and make them attainable but difficult. When you give a reward, make it well
known (reward publicly, admonish privately).0
Step 10:
Learn
coaching:
There will inevitably be times when you
need to correct behavior. Learn to do this properly. If you do it correctly,
you will get the results you want. If you do it poorly, things can go horribly
wrong. See How to Give a Feedback Sandwich for ideas.
Quickest Tips:
Post your goals:
When you post your goals,
and your team goals, make sure it’s very visible. Your team needs to see these
– all the time. "Increase service level by 5% over the next 6 months"
shouldn’t be a secret. Distribute updated goals as soon as they’re available.
Be fair, but firm:
There will come a time
when you need to consider disciplinary action up to and including dismissal.
This can be incredibly difficult even for experienced managers. How to
discipline employees is a topic in itself and beyond the scope of this article,
but there are many good references. The short answer is be consistent and
document everything.
Remember High Level
Goals:
Be consistent. Communicate clearly and make goals
unambiguous. Listen. Provide frequent feedback, especially when positive.
Remove obstacles to your team's success.
Lead by Example:
A leader should focus on
leading by example in all aspects of their work. Be a role model for your
colleagues by exuding a positive presence. Show compassion, understanding, and
respect, while focusing your tasks to be inclusive of teamwork and dedication.
It is important that managers and supervisors exhibit the best possible values
inside of the workplace. If you have a publicly-visible position that puts your
personal life in the spotlight, understand that your entire life reflects upon
this example you're setting.
Use the Human Resources
Department:
If you have an HR
department, they are now your newest and bestest friend. They are a resource to
be embraced. They can help you with rewards, help you with discipline, help you
stay out of legal trouble and they really like managers that recognize that.
Truly, they are on your side.
Compliment your staff:
Little things go a long
way. Telling someone they’re doing a good job really, really does make a huge
difference! Don’t do it so often it becomes meaningless, but do let your staff
know they’re appreciated.
Communicate, communicate,
communicate:
Your staff will feel much
more engaged if you let them know what’s happening. Everybody wants to see the
"big picture" sometimes.
Become familiar with EAP:
EAP = Employee Assistance
Program. Most large companies have one and it can be incredibly useful. If one
of your staff has a personal issue, refer them to EAP (do not try
to play staff psychiatrist). If you start having personal issues (see Warnings)
EAP is available to you, also.
Hire a Coach:
In addition to a mentor -
hire a coach (if you have the opportunity and means). A mentor can be a great
help but may not always have the time to devote. A coach is a trained
professional with no agenda to pursue but yours and will help you develop your
own authentic management style.
Warnings:
1. Don't reprimand your entire department for something that one
person is doing wrong. For example, if Jane is the only employee who is
constantly late for work, don't send out a group email warning everyone to be
on time or else. Meet with Jane privately to discuss the problem.
2. Be prepared for longer hours: It’s a fact. You're salaried now and
the expectation is that you will do whatever is necessary to get the job done.
Managers have perks and benefits that hourly employees don't have but you also
have additional responsibilities. Don't be late, don't leave early. Oh, once in
a while if you have something to do, of course - just like anybody else would.
But do not make a habit of it. You're a leader now. Act like one.
3. Maintain corporate confidentiality: You will learn secrets. There
is often a tendency to tell secrets because that may make us seem more
important. If you learn of impending staff cutbacks, and you release that
information without authorization, prepare to be on the cutback list. It’s
always hard to see this happen but nobody said being a manager would be easy.
4. The transition to management can be very intimidating. It's not
always that way but more often than not, new managers will experience a lot of
stress before they become comfortable with the position. Find someone to talk
with. If you found a mentor (see Step 2) that person can help. Don't keep
things bottled up inside - stay alert for any unwanted behavioral changes
(anger, suspicion, increased alcohol consumption, etc.)
5. Weekly one-on-one meetings are not performance reviews. While
you will review the activities of the previous week; that is not the sole focus
here. You want this to be less formal and open to discussion. Do not try to
control this too tightly - it's your staff's meeting just as much as it is
yours.
6. Maintain employee confidentiality (when possible): There are some
times this is not possible (certain HR issues like potential violence in the
workplace) but if someone comes to you with a problem be very, very cautious
with their secrets. It only takes once to destroy your reputation as a
confidant and legal issues can arise. If someone tells you "this is in
confidence" make sure that person knows that you, as a manager, are not
permitted to keep certain things confidential.
7. Do not try to do your staff’s job: There is an old saying: "If
you want something done right, do it yourself." Forget that. Wipe it
from your mind. You never heard it, it doesn’t mean anything, and it’s a
counterproductive concept. If you want something done right, assign it to the
right people and motivate your employees. If you try to be too hands-on, you’ll
fall short of your management requirements. Your job is to manage.
This is when it’s completely appropriate to live vicariously through others.
8. Never reprimand an employee in public.
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