Archive for the ‘management’ Category

How to Progress From Analyst to Manager

Saturday, April 24th, 2010

Want to get promoted to a manager? Do you think you have what it takes to successfully deliver on a client project? The critical difference between an analyst and a successful project manager is the ability to think around the client requirements to get to the core of what the client needs. This often means being resourceful in thinking around the obstacles and presenting clients with solutions not problems. Making the transition between being an analyst and a skilled consultant in the way work is approached can lead to getting the promotion to manager.

Do You Simply Take Orders?

The manager tells you what to do; you follow the specifications as given. Many analysts follow this pattern and complete nothing more in a job than what the manager has assigned them to complete.

There is nothing wrong in following orders, but if you want to make the progression to manager more is needed than simply following orders. For example, a skilled consultant will think laterally about what the objective of his work is and consider additional routes to solve the problem. If he faces an obstacle in his work – before presenting this obstacle to his manager – he will consider through possible solutions to the problem and present these also to his manager. In other words to become a manager you have to start thinking like a manager.

In addition, successful project managers will be probing of their client’s requirements. Understanding that clients often don’t fully articulate their requirements a skilled consultants will know how to ask the right questions, interpret responses, expand client perspectives of problems, manage expectations, anticipate future needs, and stay in close contact with clients.

Question Your Assumptions

A pitfall for analysts is to make assumptions without questioning them. Every assumption should be checked. Skilled consultants are able to question both their own and their clients’ assumptions. In order to avoid false assumptions, skilled consultants ask the following questions:

  • What are my assumptions about this project? My role in this project? About what is expected of me? About others’ perceptions of me?
  • What might others be assuming about this project? Their roles? My understandings?

By considering assumptions, miscommunications and mistakes are often avoided. Consider creating an assumption-checking process on both your own part and your clients’. There are two steps:

1. Brainstorm factors pertinent to the project’s success. Keep this session to no more than 20 minutes.

2. Identify any assumptions you and your client are making about each item on the list. This way, you can identify any false assumptions – before work starts.

What Kinds of Questions Do Skilled Consultants Ask?

Skilled consultants know that clients are not always able to articulate their needs. Hence, there is often a question behind the question being posed in the scope of the work. The skilled consultant is able to uncover what the customer really wants through asking specific types of questions.

To help make the transition between analyst and skilled consultant, ask the questions that get at the core of what your client wants. These questions typically fall into five categories:

1. Probing Questions – these questions get to the heart of the problem or situation. Examples include, “Can you provide a specific example?” and “What steps have you taken to resolve the problem?” These questions should be open-ended to give the client a chance to elaborate.

2. Clarifying Questions – ask clarifying questions to ensure understanding of the problem or situation. Examples include “Do I understand you correctly to be saying…?” and “When you say ‘x,’ what do you mean?”

3. Process Questions – these questions ensure your client understands you. These questions include, “Do you have any questions about what we’ve been talking about?” and “Do you need some time to think these things over?”

4. Empathetic Questions - These demonstrate that you are on the same page as your client, and that you are listening, thus leading to a good relationship. Examples are “Does this situation frustrate you?” or “It appears that you’re feeling overwhelmed.”

5. Meta-Questions – These questions ask about the questioning process. They help your clients to remember pertinent information. Examples include, “What question do you think I should have asked?” or “If I were to start now, what will your staff wish we had discussed?”

Member Category

Thursday, April 22nd, 2010

Caged eagles-individuals who lack the authority and autonomy they need to make effective use of  their skills and experience. They are often underutilized in the organization and represent a potential waste of human resources. Take the following two steps to strategically empower these members:
First, ask the members to come to the meeting prepared to discuss representative situations in which he has had difficulty performing his work because of his lack of authority. Perhaps the member:
• Was not permitted to pass on information to other groups
• Had to wait for your approval to make routine decisions
• Lacks sign-off authority for documentation that is an important part of her job
• Is not permitted the flexibility of creating her own schedule, or selecting her own work methods.

During this conversation, listen nondefensively to the member and remain open to critical feedback concerning your management style. Next, discuss options for shifting additional authority over to the member, while minimizing unnecessary risks. Look for an option that will serve as a brief and timely mini-experiment for testing the individual’s ability to handle additional responsibility.

Fully empowered-workers with both the competence and the authority they need to achieve top performance. They are operating close to their maximum performance level and usually make the greatest contribution to your team. When working with such an individual, you should:
• Periodically meet to look for opportunities to broaden and extend her contribution to your team
• Make certain you’ve removed all empowerment roadblocks that could hamper her performance
• Consider work experiences that would enable him to serve as a successful role model for other members.

5 Hidden Traps in Meetings

Monday, March 1st, 2010

If you have sat through a few bad meetings, you must have experienced the following traps. Here they are and how to fix them.

1) People think they are experts.

Many people tell me that they know how to hold a meeting. Actually, all they do is host a party. They invite guests, provide treats, and preside over a conversation. People talk. People eat. And nothing happens. Or, if they somehow manage to reach an agreement, no one implements it.

> What to do: Learn how to lead a real meeting. Schedule a workshop or buy a book. When results really matter, hire a facilitator. Recognize that there are modern tools that help people make methodical progress toward results. These tools are practical and easy to use. Of course, you have to know what they are in order to use them. Call me (714-528-1300) for details.

2) People think they are inspiring.

Many people believe that long-winded announcements impress others. Actually, it’s the opposite. A long lecture quickly becomes a boring (and sometimes offensive) harangue. Why? Most employees want an active role in contributing to the business, and thus listening to a speech feels like a waste of time.

> What to do: Design meetings that give the attendees opportunities to contribute. Plan questions that direct thinking toward the results that you want. Use activities that help people make decisions. Distribute announcements in letters, memos, or E-mails. Or, if you must use a meeting, keep announcements brief (less than a few minutes).

3) People think others agree with them.

Many people rely on nods, smiles, and eye contact to measure acceptance. Actually, most employees will do anything to appease a boss. And if the boss seems to be upset, the employees will become even more agreeable. Then, once the meeting ends, the employees will do one of three things: 1) forget the lecture, 2) ignore the message, or 3) sabotage the idea.

> What to do: Conduct meetings by a process that everyone considers to be fair. Use consensus to reach agreements and make decisions. People will accept decisions that they helped make.

4) People think others are clairvoyant.

Many people call meetings without an agenda expecting that everyone will arrive sharing their vision for what needs to be done. Actually, everyone brings their private hopes, fears, and vision to the meeting. Without a clear agenda, the result is something between chitchat and chaos, depending upon the complexity of the issue.

Note: A vague agenda, such as a list of topics, is almost as useless as no agenda.

> What to do: Write out your goal for the meeting. Then prepare an agenda that is so complete someone else could use it to run the meeting without you. Specify each step and provide a time budget. Send the agenda at least a day before the meeting so that the attendees can use it to prepare. Call key participants before the meeting to check if they have questions or want to talk about the agenda.

5) People think meetings are necessary.

Many people respond to every emergency, surprise, or twitch by calling a meeting. Actually, a meeting is a special (and expensive) process. It should be used only to obtain results that require the efforts of a group of people working as a team. A meeting is NOT a universal cure for everything. Meetings held for the wrong reasons, waste everyone’s time.

> What to do: Challenge every meeting for its ability to earn a profit for your business. That is, make sure the value of the results is greater than the cost of holding a meeting. If any other activity can accomplish the same result, use that other activity.

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