Choices and forcing functions

I'm going through a strategic planning process right now.  It's very liberating - you can start to redraw the boundaries, constraints, and reassess the pre-existing conditions of your business.

One of the challenges is not trying to commit to doing too many things.  A long time ago, I realized something that seems counterintuitive, at first glance:

Sometimes you have to limit your choices to expand your opportunities.

What I mean is you need to force yourself to focus on fewer things so each one of your focus areas receives sufficient investment to allow it to succeed and thrive.  One of the mistakes I see companies make (lots of them, not just mine) is to spread themselves too thin.

We often think of a "shotgun" approach as hedging our bets.  In a way, that's true, but dividing your organization's attention across too many different initiatives more often results in frustration and failure.

So, what can you do?

Some techniques can help:

• Drive to your top 5. You have lots of options, and you probably have a group of people you need to get on board with your priorities and commitments.  Getting a group to agree on a short list is challenging, so your first step should be to try to get to reasonable alignment with five target areas.
• Get clear on your top 3. This will take a while, but if you can get the group to agree on the top 3 areas of focus, that is real progress.
• Drop the bottom 2. Now that you know your top 3, it's time to say "no" to everything below those.  It will be a test of your mettle, but it's important.
• Pick your #1. You've got a list of 3 important things - now, pick the one that is the most important.  It will be your cornerstone.
• Align your resources to your #1. Allocate at least 67% of your resources, time, etc. to your #1 priority (that's a minimum - allocating more to #1 is even better).  The remaining 1/3 of your resources can be budgeted to the remaining 2 items (the mix there is less important, as long as you don't ever allow your commitment to #1 to drop below 67%.
  • I realize you may not be able to make the shift all at once, but give yourself an aggressive deadline, then plan and execute to have the resource shift in place by the deadline.
• Hold the line. The old saying, "No pain, no gain," holds true here - it will be a difficult transition but well worth it in terms of focus and execution.

This transition can be a very liberating one, if you do it deliberately.  There is huge value in setting clear guidelines to drive decisions of what's in, and what's out - especially when it comes to how everyone in the organization spends their precious time and the company's precious money.

Anything to add or challenge from your experiences? I'd love to hear it.

Bare Knuckle People Management

I got an early copy of "Bare Knuckle People Management," this week from one of the authors, Sean O'Neil. Sean, along with co-author John Kulisek, have created a fantastic resource for managers.  I started reading it on a cross-county flight this morning and couldn't put it down.

The subtitle of the book is "Creating success with the team you have - winners, losers, misfits, and all."  Their focus is to help you identify the traits, strengths, weaknesses, etc. of the folks on your team and then come up with individualized management / coaching approaches that map to each person's strengths and weaknesses.

The book is written in a very direct, "in your face" style that is clearly rooted in real-world experience.  What do I mean?

What's your Cast of Characters?

The authors discuss people in terms of 16 "Character Profiles" that I clearly recognize from people I've worked with.  For example, one of the "people types" they talk about is "Needy Ned," described as follows:

"Although he has the tools it takes to make the starting lineup, Needy Ned's anxiety and constant need for approval and assistance keep him on the bench.  He has an insatiable appetite for your attention, is afraid of everything, and requires kid glove treatment in order to avoid a display of tears.  If you can manage his anxiety and resist the urge to kill, perhaps you could boost his productivity."

I know that guy - I used to manage one back in the 90's, and I thought of them as "high maintenance" (or more politly, "high touch.")  The other 15 types conjured up specific people in my mind, as well.

This book not only helps you identify the types of folks you are dealing with, it also offers good, practical advice on how to better manage them, tap into their strengths, and manage around their weaknesses (which will help you and them in the long run).

It also deals candidly with the subject of whether you should really try to coach them, or just manage them out of the team.  And yes, there are some comments on whether you are really a good manager if you can't get more out of some of these folks - worth thinking about, for sure.

Get the Team right

Another thing this book does well is discuss team dynamics.  For each of the 16 Character Profiles, they discuss who you should (and shouldn't) pair people up with, with regard to helping both individual and team effectiveness.

The book gets you to think in terms of:

• Your "Starting Five," which are your go-to people for "wow" results.
• Your "Utility Players," which are predictable - the bedrock of the team.
• Your "Benchwarmers," who have potential but should be coached up or out.
• Your "Trading Block Candidates," that really ought to be off the team.

This model helped me frame my thinking very clearly and I like how it's discussed in the book.

The last section of the book is more about the chemistry of teams, and how to use your team of Characters most effectively.  There is a good discussion of 5 team types, ranging from awesome to has-been, and I picked up a lot of good tips along the way.

This book is a great tool box for managers.  Some of my team members are actually combinations of the 16 Character Types, but I have some practical, immediately applicable tools I can use in my next coaching sessions.

My Recommendation

I recommend "Bare Knuckle People Management" to anyone who's responsible for managing a team, but especially to those who are new managers or have just inherited a new team.

One thing missing from the Mac: ClearContext

In the past, I've written a lot about Getting Things Done (GTD) and my journey with it.  One of the shining points along the way was finding ClearContext, which is an Outlook add-in for WIndows that transforms how you can use GTD with Outlook. I've written a lot about ClearContext, as well.

As you may also know, I switched to the Mac about a year ago and one of the hardest things to do without has been ClearContext.  I'm now using Outlook 2011 for Mac, but it apparently isn't quite as extensible as the Windows version of Outlook (I'm hoping Microsoft addresses this crippling limitation in future release of Outlook for the Mac).

Anyway, if you are looking for an awesome product to help you up your game with GTD, I encourage you to check out ClearContext.  Their latest release (which a few of my colleagues are using) has a lot of new functions to help automate a lot of the categorization, filing, and other kinds of mundane tasks so you can better focus on getting your work done efficiently.

If you've never looked at ClearContext, start with the intro video before, then head over to the ClearContext site for a free trial.  If you've looked at ClearContext before but not acted, give it a second look.

And Microsoft:  If you're listening, please open up Outlook on the Mac to enable fantastic products like ClearContext.

What if you *are* what you want to be when you grow up?

[Note:  Corrected broken link to Seth Godin's blog 6-April-2011]

I was just reading a post on Seth's blog about resisting the urge to conform to other people's expectations for you.

He talks about a chef who resists the pressure to open other restaurants, get a TV show, and that sort of thing - in favor of sticking with one, popular restaurant location.

This reminds me of some of the conversations I've had with people during career planning sessions.  How many times to we, as managers, try to push people to do more, get promoted, take on a lot more responsibility, etc?  And how many times is that the right thing to do?

In many cases, it's probably the best thing for the person and the company, but it is worth asking if it's OK for that person to stay in their current role and only stretch within that role.  For some people, staying put will be better than pushing them to the next level where they may not be well-suited for the job.

What do you think?  Have you been promoted beyond where you should've been? Have you ever pushed an employee to do something more grand and regretted it?

I'd love to hear your perspectives.

Connecting Top Managers

A couple of months ago, I received a copy of "Connecting Top Managers: Developing Executive Teams for Business Results," written by Lisa Haneberg and Jim Taylor.  I read it weeks ago but am just getting around to posting this review due to a busy schedule.

"Connecting Top Managers" is a tremendous resource for any organization that wants to build a more effective management team, or would like to address dysfunction or ineffective teamwork at the managerial level.  One of the things that makes this book particularly impactful is the research behind the text.  Haneberg and Taylor engaged with a variety of organizations through direct observation, project work, surveys, and other means and learned a lot about the ins and outs of executive teams.  Those learnings fed the recommendations and techniques presented in this book.

Be and be perceived

One aspect of the book I really liked is that it not only deals with how executives interact with their peers in the management team, it also addresses how the management team can improve or repair its image with the rest of the company.  Of course, some of the root causes of poor perceptions of management are a direct result of ineffective relationships within the management team, so it's not surprise both of these are dealt with in the book.

One of the sections in the book, "Dysfunction Reverberates," sums it up nicely: "...leaders [can't] expect their management and employees to be any more committed and passionate about the business than they demonstrate through their own actions. The same goes for teaming. You cannot expect the rest of the organization to work well together if the leadership team itself does not seem to care enough to work well together."

This book contains a lot of practical advice and strategies that you can apply within your own team, as well as some techniques you can apply personally to effect change even if the rest of the exec team is not on board.

Change begins at the top

Another element that is discussed very effectively in the book is how to influence the culture of the organization overall.  Much of this comes through willingness to address conflict rather than avoiding it, and setting a tone of constructive engagement and accountability throughout the organization.

Of course, all of this works best when there is consistent "tone at the top," which begins with the executive team. In other words, leading by example is not just a saying - it's a mandate.

Another notion in the book with which I am in enthusiastic agreement:  the most effective organizations are open to learning, and encourage learning as a part of how they do business.  What better way to make this real than to embrace learning as an executive team and tackle the challenge of becoming a more effective, high-functioning team?

I loved this book.  If you want to improve your executive team's effectiveness, I highly recommend Connecting Top Managers as a tremendous resource.

Shift: 13 Exercises to Make You Who You Want to Be

I've just finished a new book called "Shift," by Takumi Yamazaki.  I hadn't heard of the author before, but apparently he is a very well-known Japanese author who's sold over 800,000 books and is a self-made millionaire.

The subtitle of Shift is "13 Exercises to Make You Who You Want To Be," and I think that's a very appropriate description of what you'll find inside.  This book is essentially a set of guided thought sessions to help you identify your goals and set specific plans in motion to achieve them.  In each section of the book, you will find a set of stories and advice, accompanied by short (but very deep) exercises to focus your mind and get you to write your thoughts down.

SHIFT

Each section is described in terms of a "Shift," through which you change your outlook on life.  For example, the Shift 2 deals with thinking about how your perspective and preconceived notions can limit your success.  Shift 2 is accompanied by an exercise in which you examine situations in which you feel you weren't able to do something - one example given in the book is:

• "I had plans so I wasn't able to go to the party on Sunday."

You then rewrite the statement in which you describe it in as a choice:

• "I didn't want to go to the party - I chose not to go."

Pretty simple, right?  This exercise is similar to ones I've done before, and I always find it a bit jarring, yet empowering to realize I really do choose what I will or won't do over 90% of the time in my life.  This reminded me of a saying from a friend of mine: "Pretend you create everything that happens to you. Now, decide you will create better things for yourself."  It really changes how you approach life to think of things this way.

The other 12 Shifts are compelling, too.

Exercise your mind

The point of Yamazaki's book is to help you reframe your approach and (hopefully) achieve better outcomes that align with what you really want.  I have been trying to get back on the Getting Things Done (GTD) bandwagon, and I find that Shift puts me in a frame of mind where I'm able to come up with better Next Actions.

Also, this book is a good reminder that you don't have to go it alone - one of the cool things about this book is that many of the exercises include special instructions on how to apply the Shifts in this book as part of a group.  I think this would be a fun book to explore with a book club or a group of friends.

Shift is easy to read and has a lot of interesting visuals.  The exercises are the main attraction, though, and I highly recommend Shift to anyone who wants to take control of what's going on in their life.