managing the transition from technical to management page 1 10–12 november 2014 making the...
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Managing the Transition from Technical to ManagementPage 1 10–12 November 2014
Making the Transition from Technical to Management
Rahul Dogra
[email protected] www.rahuldogra.com
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Managing the Transition from Technical to ManagementPage 2 10–12 November 2014
Making the Transition from Technical to Management
• We will:– Identify how to manage the transition from a technical expert,
towards management– Focus on developing key skills, including:
• Effective delegation• Motivating others• Getting the most from the team• Managing team performance to achieve organizational outcomes
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Managing the Transition from Technical to ManagementPage 3 10–12 November 2014
How Difficult Was the Transition for You?
• What were the challenges you faced?– As a new manager
• What are your immediate areas of focus?– If you are a manager or have managed for some time
• What would you do differently?
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Managing the Transition from Technical to ManagementPage 4 10–12 November 2014
The First Steps of Our Career
• We enter an organization, primarily based on our technical capabilities, knowledge, competencies and insights– Based on solid quantitative cause and effect models– Rise within the organization, is dependent on enhancing these
abilities
Technical
TechnicalTechnical
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Managing the Transition from Technical to ManagementPage 5 10–12 November 2014
The Transition
• At a certain point (normally when a technical plateau has been reached), management responsibilities are offered – Should it be this way?– What happens if you do not want to become a manager of people,
and instead focus on your technical abilities?• A new set of skills are required (often rapidly)
– More qualitative than the technically based quantitative skills– The main area of focus is now on the management of people– What is done to prepare us?
– Attend courses– Read a book– Watch others– Nothing!
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Managing the Transition from Technical to ManagementPage 6 10–12 November 2014
The Ideal Manager
• Think about your ideal manager– What capabilities do they have?– What do they do right and why?
• Alternatively think about a bad manager you have come across– What capabilities do they not have?– What do they do wrong and why?
• Why not adopt a reverse engineered approach?
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Managing the Transition from Technical to ManagementPage 7 10–12 November 2014
The Transition From Technical to Management
Technical
Management
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Managing the Transition from Technical to ManagementPage 8 10–12 November 2014
Managing the Transition
• The transition needs careful management and the development of new– Skills– Capabilities– Insights– Competencies
• We need to let learn to let go and embrace new capabilities– Letting go can be painful, for some
• If this transition is not managed well, it shapes our future management capabilities
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Managing the Transition from Technical to ManagementPage 9 10–12 November 2014
Why Do Most People Leave an Organization?
• Financial rewards?• Lack of career progression?• Poor organizational strategy?• No team unity?• Lack of career progression?• ............................
• What is the number one reason?
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Managing the Transition from Technical to ManagementPage 10 10–12 November 2014
What is Management?
• Management is all about the team, regardless of size• The goal is to make others succeed• Your success is dependent on the team
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Managing the Transition from Technical to ManagementPage 11 10–12 November 2014
Leveraging Your Value Add
• You make others succeed by adding value • As a technical person, it is easy to identify the value provided• You need to clarify what value you provide as a manager
– From an individual, team and organizational perspective• Write down your value add here:
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Managing the Transition from Technical to ManagementPage 12 10–12 November 2014
Being Clear About Your Value Add
• Value is created from doing the following effectively and efficiently:
Developing soft skills?
Planning Resource managementProviding technical insights Making decisionsBeing innovative Dealing with conflictCommunicating effectively Managing performanceReporting BudgetingHandling change
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Managing the Transition from Technical to ManagementPage 13 10–12 November 2014
What Roles Does a Manager Undertake?
• Figurehead• Leader• Liaison
Interpersonal Roles
• Monitor • Disseminator• Spokesperson
Informational Roles
• Entrepreneur• Disturbance
Handler• Resource
Allocation• Negotiator
Decisional Roles
Henry Mintzberg (1973, The Nature of Work) investigated the roles of a manager• Identified ten management
roles • Formal authority and status
leads to the following roles– Interpersonal – Informational– Decisional
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Managing the Transition from Technical to ManagementPage 14 10–12 November 2014
Mintzberg Roles Role Description 1-10
Figurehead Symbolic team head
Leader Responsible for all team leadership activities
Liaison Manages internal and external communications
Monitor Seeking and interpreting information to understand the organization
Disseminator Communicates information to key internal stakeholders
Spokesperson Communicates activities to external stakeholders
Resource allocator Allocates resources effectively and efficiently
Entrepreneur Continually scanning for non linear ideas and processes
Disturbance handler Manages conflicts that arise
Negotiator Representative for all negotiations
Inte
rper
sona
lIn
form
ation
alD
ecis
iona
l
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Managing the Transition from Technical to ManagementPage 15 10–12 November 2014
Enhancing Your Managerial Skill Set
• You will need to develop your managerial toolkit, with new skills, capabilities, competencies, which will may be qualitative in nature– Some of these skills can be developed by
• Learning on the job• Learning from mistakes• Getting a mentor• Taking courses • Wanting to learn and continually improve
1 2 3 4 5 6 7 8 9 10
Current
Future
What efforts are required?How long?
What will be different?
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Managing the Transition from Technical to ManagementPage 16 10–12 November 2014
What Tools Do You Need?
• There are many skills to develop, including:
Delegation
Motivating others
Dealing with variance
Making decisions
Getting the best from a
team
Being goal focused
Navigating politics
Problem solving
Influencing others
Coaching
Performance management
Budgeting effectively
Managing change
Providing feedback
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Managing the Transition from Technical to ManagementPage 17 10–12 November 2014
Delegation
• Many managers find delegation hard to do, initially– Letting go is never easy – You often convince yourself that
• “I can do a better job”• “Takes longer to do, so I will do it myself”
– A key management trait, is teaching your team, everything you know• Very hard for some to embrace this ethos
• Delegation is hard in the beginning, but is worth it in the longer term
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Managing the Transition from Technical to ManagementPage 18 10–12 November 2014
How to Delegate
1.The scope
2. Select the individual /
team
3. Regular progress updates
4. Follow up
• Set clear objectives and timescales
• Identify customer requirements
• Manage expectations
• Play to their strengths
• How will the tasks fit together?
• What is the big picture?
Manage the processProvide the resources
Involve others Stay on track
• Macro not micro management skills
• Regular follow up using formal and informal channels
• Acknowledge success• Identify lessons
learned
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Managing the Transition from Technical to ManagementPage 19 10–12 November 2014
What Tools Do You Need?
• There are many skills to develop, including:
Delegation
Motivating others
Dealing with variance
Making decisions
Getting the best from a
team
Being goal focused
Navigating politics
Problem solving
Influencing others
Coaching
Performance management
Budgeting effectively
Managing change
Providing feedback
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Managing the Transition from Technical to ManagementPage 20 10–12 November 2014
Motivating Others
• You can not manage or lead, if you do not motivate followers• To motivate others, you need to understand individuals
– What drives them?– What do they want to achieve? – What is their career path?
• You will need to adopt different management approaches, depending on the individual – One size fits all, rarely works– Adapting to the situation is key
• “It is not about what they said, but how they made me feel”
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Managing the Transition from Technical to ManagementPage 21 10–12 November 2014
Daniel Pink’s Approach
• Dan Pink (2005: Drive) provides a modern overview of motivation theory and suggests that we have three key motivational drivers:– Autonomy: The desire to direct our own lives – Mastery: The urge to get better at something that
matters to us– Purpose: To do and achieve something that is larger
and more enduring than ourselves
• See: http://www.youtube.com/watch?v=u6XAPnuFjJc– (Go to Youtube.com and type Dan Pink, Drive RSA
Animation)
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Managing the Transition from Technical to ManagementPage 22 10–12 November 2014
Hackman and Oldham* – Job Enrichment
• Play to their strengths
Skill variety
• What is the big picture?
Task identity • What is the
impact on stakeholders?
Task significance
• Freedom to develop
Autonomy• Opportunity
to improve
Feedback
*Hackman. J.R and Oldham, G.R Work Redesign. Addison-Wesley Publishing Company . 1980
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Managing the Transition from Technical to ManagementPage 23 10–12 November 2014
What Tools Do You Need?
• There are many skills to develop, including:
Delegation
Motivating others
Dealing with variance
Making decisions
Getting the best from a
team
Being goal focused
Navigating politics
Problem solving
Influencing others
Coaching
Performance management
Budgeting effectively
Managing change
Providing feedback
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Managing the Transition from Technical to ManagementPage 24 10–12 November 2014
Getting the Most From the Team
• For a new manager the pressing need is to adjust from being friends to managing and being responsible for the performance of others
• Your job is to make others succeed, so you need to establish– A clear management vision
• Determine what critical success factors are required to enable the vision to occur
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Managing the Transition from Technical to ManagementPage 25 10–12 November 2014
Individuals Within the Team
• The team consists of individuals– Do you understand their key strengths and weaknesses– Each individual contributes to the team and this uniqueness is the
key to diversity – A team is strengthened through the various individual roles, insights
and contributions
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Managing the Transition from Technical to ManagementPage 26 10–12 November 2014
Team Performance
• You are responsible for the performance of the team and the individuals within it
• The team will go through Tuckman’s team development cycle to improve their effectiveness– Forming: Individuals getting to know each other and their roles – Storming: Task is discussed and ideas proposed that may result in
conflict– Norming: More harmony is created and the rules are established – Performing: Once the previous stages are complete, the group can
work effectively– Adjourning: The group task may be complete and effective closure is
required
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Managing the Transition from Technical to ManagementPage 27 10–12 November 2014
Performance and Tuckman’s Model
Perf
orm
ance
Time
Forming
Storming Norming
Performing
We want to get straight away to performing, but unless we manage the stages, the conflicts that arise, performing will not occur
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Managing the Transition from Technical to ManagementPage 28 10–12 November 2014
What Tools Do You Need?
• There are many skills to develop, including:
Delegation
Motivating others
Dealing with variance
Making decisions
Getting the best from a
team
Being goal focused
Navigating politics
Problem solving
Influencing others
Coaching
Performance management
Budgeting effectively
Managing change
Providing feedback
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Managing the Transition from Technical to ManagementPage 29 10–12 November 2014
Managing Individual Performance
• Managing the performance is a a core duty of a manger
10% under-performers
10% over-performers
80% performers
How much time does a manager allocate to
the team?
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Managing the Transition from Technical to ManagementPage 30 10–12 November 2014
What is Performance Management
• Managing and developing people and teams to achieve organizational goals, through shared understanding, learning and development
• For this to work, emphasis must be placed on feedback, coaching, review of goals, acknowledging and rewarding success
• This can be done formally and informally
Planning Mid year reviews Appraisal
Feedback, coaching, dialogue, motivation, reviews, problem solving
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Managing the Transition from Technical to ManagementPage 31 10–12 November 2014
Take Away
• Do not stand still, keep improving strengths and mitigate weaknesses• Identify, protect and enhance, how you add value• Find a mentor • Manage expectations
– Yours and the teams • Develop and enhance your team • Make time to deal with events, as and when they happen• Be visible by Management By Walking About (MBWA)
– Not MBW Away!• Keep learning