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Link Roundup – Thursday April 9th, 2015

I read a lot.

I have a reading list of blogs and other websites in Feedly that I read throughout the day, every day.It includes everything from traditional news through to cartoons.

Often I find something that I want to share on this blog. I
quite often share links here to other articles, but I always try do it in the
context of providing my own commentary and thoughts on the content. What Iā€™m
getting at is that sharing links on here is not a quick, one-click process,
because I donā€™t want this blog to be merely a long list of links to other
peopleā€™s content. Iā€™m much too egotistical for that.

Anyway, the result of all this is that over time I build up
a handful of flagged articles that Iā€™ve been intending to share but never got
around to doing so.

This is the first of what may become a semi-regular feature,
where I spew those forth with (in the interests of time) only a sentence or two of comment instead of the full-blown article I was originally planning. Enjoy!

  • Three Communication
    Strategies for Building Strong Relationships from Far Away

    Working in a ROWE is great, but is not without its
    challenges. Communication is by no means impossible, but can certainly suffer
    when the face-to-face aspect it lost: particularly with a team thatā€™s become
    subconsciously reliant on bumping into people in the hallways. This article
    lays out some strategies for addressing that.
    Ā 
  • Why
    Resource Management is Better from a Dedicated PM

    Another post from the excellent Brad
    Egeland
    , this one talks about why a dedicated project manager is better
    than using somebody with another role (like a lead designer) to occasionally
    manage projects as the need arises.
    Ā 
  • Fluency
    with Excel and Word are Key to Getting a Higher-Paying Job

    I wanted to link to this article because it surprised me. Higher-paying
    compared to what? Isnā€™t fluency with office applications a prerequisite for getting any
    job? Maybe ā€œfluencyā€ is the key word here, and a basic understanding is a prerequisite
    and those with more advanced skills will find more opportunities to progress up
    the corporate ladder, but the article doesnā€™t really say that. This is the
    knowledge economy here, people! We donā€™t make things anymore, unless of course
    you count spreadsheets. Get on board!
    Ā 
  • How to Put an End
    to Workload Paralysis

    I absolutely suffer with this. As the author notes about herself, ā€œthere seems
    to be a tipping point for me when I go from being really busy to so-busy-Iā€™m-paralyzed-and-canā€™t-do-anything.ā€
    The four steps to fighting this paralysis are not rocket science, but of course
    nor should they be, and itā€™s well worth a read if, like me, youā€™re an
    occasional sufferer. At least you now know youā€™re not the only one.
Blog

Meeting Pre-Work (and Why Iā€™m Bad at It)

Last week I linked to and wrote about an article
that gave some tips on running effective meetings.

In addition to posting it here I also posted it, in advance,
to my workplaceā€™s internal social media platform to share it with my team and
get their thoughts on meeting best practices.

My boss Matt
commented that one of his tips was to highlight any meeting pre-work that may
exist: information that participants need to bring with them to the meeting, or
documents they should review in advance, for example. Matt suggested that it
may sometimes even be worthwhile to go so far as to include these expectations
in big bold text within the invite so they jump out.

image

This was an interesting topic to me, because I am certainly
an occasional offender in this regard.

Basically, if you send me an email that includes a call to
action
then I will notice it and deal with it appropriately. I may not take
the requested action immediately, of course, but Iā€™ll flag the email for
follow-up when I know Iā€™ll have time to get it done, or maybe even schedule
some time in my calendar if the situation warrants it.

A calendar invite is different, though. No matter how hard
you try and how good your writing skills are, the instruction in the body of
the invite is not the primary call to action when I receive it: instead, thatā€™s
something thatā€™s defined for me by Outlook (or your client of choice) which is
demanding that I choose to accept, tentatively accept or decline the invite
itself. Once Iā€™ve done one of those things the invite is forever gone from my
inbox, and the meeting (along with whatever instruction you provided) is now on
my calendar.

Iā€™ll get to your email on whatever schedule my workload
allows for, but my calendar by its very nature is a schedule, and it tells me when I should get to something. The
next time Iā€™ll look at your meeting invite is probably going to be two minutes
before it starts, when Iā€™m looking for conference line details or checking
which room itā€™s in. By then of course itā€™s too late.

Recently Iā€™ve started employing a new trick to deal with
this kind of thing for meetings that I host. First I send an email to the group
explaining what needs to be done (pre-work), suggesting that we collectively
discuss to share our thoughts, and mentioning that I will set up some time to
achieve this. Then I immediately follow-up with a meeting invite, into which I
embed that first email.

I havenā€™t heard any comments, good or bad, but it seems to
be working.

What does everyone think, though? Am I spamming people and
over-contributing to their already burgeoning inboxes? Am I solving a problem
that people donā€™t actually have and unfairly assuming that everyone shares the
same lack of organizational skills that I possess?

Let me know in the comments below, or contact me!

Blog

5 Keys to Effective Project Meetings

I read the article (linked above) by Brad Egeland a couple of weeks ago, and I wanted to share it here because I agree with him, and I think these are great tips. They also apply to any meeting, not just project meetings.

The article also serves as a great reminder that project management is all about people. You could be the best in the world overseeing requirement elicitation for a project, turning that into a work breakdown structure, then a network diagram, then a project plan with schedule and cost baselines… if you canā€™t run an effective meeting then youā€™re unlikely to be able to successfully execute upon your plan. These are skills that cannot be forgotten about and the importance of which should not be minimized.

Here are five key practices you can follow to ensure your meetings are effective, well attended and convey the proper information while staying on track and on time.

Sometimes the operative word in your job title isĀ ā€œproject,ā€ but more frequently itā€™sĀ ā€œmanager.ā€

My favourite piece of advice from Brad is the first one: Send out an advance agenda. Adding an agenda to every meeting I host has changed my life. The mere act of forcing myself to think carefully about the agenda ahead of time has inherent value for me, and youā€™d be surprised (or maybe you wouldnā€™t) how often giving this the right thought causes me to reevaluate in some way, maybe by adding or removing invitees, maybe by lengthening or shortening my planned meeting length, or maybe by changing the communication medium altogether and replacing the meeting with a phone call or an email. It also helps participants identify whether they really should be involved or not: maybe Iā€™ve misunderstood someoneā€™s role and they wonā€™t have anything to contribute, or maybe thereā€™s someone on their team that the meeting should be forwarded to for the benefit of obtaining whatever additional insight that person holds. It really helps make meetings effective and minimize the need for follow-ups.

To my mind, in fact, itā€™s so important that I would go a step further ā€“ or more accurately, take one additional step back: define a one-sentence meeting ā€œpurposeā€ up front as well, and share that in the invite too. It doesnā€™t have to be complicated by any means, but itā€™s a powerful tool to use if (when) a particular meeting starts to get off track, and itā€™s also something concrete to come back to at the end. Have we collectively achieved the defined purpose? If not, are we each clear on our individual next steps in order to move expeditiously toward that goal?

You can think of a meeting like a small project in its own right, if it helps: the meeting purpose statement is your project objective, and the agenda is the scope statement that flows from that. You could even include anĀ ā€œout of scopeā€ section if you feel in advance thereā€™s a risk of people getting off topic for one reason or another.

5 Keys to Effective Project Meetings

Blog

Permission to Lead

At the office I so rarely visit I have a quote that Iā€™ve
printed and pinned to the wall. It comes from Rear Admiral Grace Hopper, who was a
U.S. Naval officer and an early computer programmer (she developed the first
compiler for turning source code into object code).

In a couple of my recent
posts
Iā€™ve made mention of a cultural evolution thatā€™s underway in my workplace. Itā€™s
not a revolution ā€“ itā€™s us collectively choosing to be much more deliberate
about using the values we already hold to better deliver benefit to our
customers. As a part of that weā€™ve defined ten core values, or mantras, or
whatever you want to call them. I donā€™t know whether or not my employer would
want me to reveal them in a public forum like this. Probably not yet, at least,
given that the evolution is in its infancy: weā€™re still in the process of socialising
them internally and defining what they mean to each of us individually, to our
workgroups and teams, and so on. In lieu of the ones from my organization, hereā€™s
an example of a similar-in-spirit core value from
another company
(Zappos.com):

  • Do more with less

Today one of my colleagues and I were talking about our ten
and poking some gentle fun at them. We were coming up with a handful of jokey
possible additions:

  • Try turning it off and back on
  • ā€œThatā€™s what she saidā€

Anyway, I said that ā€œitā€™s easier to ask forgiveness than it
is to get permissionā€ should be added to our list. I was joking. But should I
have been?

I like Grace Hopperā€™s quote so much because, on the face of
it, itā€™s about rebelliousness and lack of respect for authority. Thatā€™s
typically someoneā€™s immediate takeaway when they first read it, and those are
qualities I like to pretend I have. Except I donā€™t, really ā€“ I pretty much do
what Iā€™m told.

Itā€™s been a good while since I printed that and first pinned
it to the wall of my cube, though. Iā€™ve gained some seniority in that time, and
as I was thinking about this today it occurred to me that nobody really tells
me what to do anymore. My leaders set direction, provide clarity around whatā€™s
important (and why) where necessary, provide guidance where I need it, and then
they trust me to do whatever it is that I do.

Dig just very slightly beyond the surface of Graceā€™s quote,
and this is, Iā€™m sure, exactly what she was talking about. Grace was, after
all, a senior military officer: I highly doubt she was advocating for a lack of
respect for authority. What sheā€™s talking about is ownership, and
accountability. Sheā€™s saying that if you donā€™t have the necessary autonomy to
demonstrate those qualities then thatā€™s a problem so serious that you should be
taking immediate action. If thereā€™s red tape or dumb business rules that are a
barrier to doing what you know to be the right thing then you absolutely need
to be finding a way through it, and sooner rather than later. I think thatā€™s
something worthy of inclusion in any organizationā€™s core values.

Thinking about all this also got me thinking back to how the
quote became words that I choose to live by in the first place. A couple of years
ago I worked at my companyā€™s call centre, on a team responsible for operations
and process improvement initiatives. I used to provide coaching to a handful of
junior teammates. From time to time we would identify an opportunity for
improvement in one of the ancillary, supporting business processes, but being a
process on the edge of the core business weā€™d sometimes struggle to find
someone from the key leadership to identify as owning the process and provide
sponsorship for improvement. Iā€™d always provide the same wisdom: ā€œIf thereā€™s
one thing Iā€™ve noticed about where we work,ā€ Iā€™d say, ā€œitā€™s that if you act
like youā€™re in charge of something then youā€™ll very quickly find that you are.ā€

I think at the time I thought I was joking about that too,
and that little running joke is what led me to first put Graceā€™s quote up on
the wall. Even if I did think it was a bit of a joke though I did endeavour to embody
those words, and with the benefit of reflection it now seems as though Iā€™ve advanced
my career since then in part off the back of simply acting like Iā€™m in charge
of stuff. Interesting.

Really though, this shouldnā€™t be surprising. My vocabulary
has become more sophisticated in that time too: I now see more clearly that ā€œacting
like Iā€™m in charge of stuffā€ is just a slightly tongue-in-cheek synonym for our
theme of ownership and accountability.

Once upon a time I used to wonder to myself why merely
acting like I was in charge of stuff so often proved to be such a powerful tool
in my toolbox. When you frame it in those more sophisticated terms the answer
is clear. The reason it worked so well at my workplace is because we have a
culture that recognizes, values and rewards leadership attributes like these no matter the level of the employee they come from.
The question I should have been asking is why wasnā€™t it like that at previous
companies Iā€™ve worked for?

Thankfully, the answer to that one doesnā€™t matter to me
anymore.

Blog

Social Networking at the Office

In mid-January Facebook hit the headlines with (and receivedĀ decidedly mixed reviews on) the announcement of their ā€œFacebook at Workā€ offering,
which is essentially a walled-garden version of Facebook with access restricted
to those in your company. Aside from that important distinction the list of
features seems pretty much on a par with the larger Facebook we all know.

With this product offering Facebook joins an enterprise
social network marketplace that already contains some big names: Microsoft,
IBM, Cisco and SAP amongst them.

I can see the benefits of these platforms in terms of
collaboration, messaging, and the like ā€“ but Iā€™m certainly glad that my
responsibilities donā€™t include the realization of those benefits for my
company. The scope of the behaviour change required to make the most of those
tools falls into the category of ā€œculture shiftā€ in my mind, and that stuff is simply
not where my expertise lies ā€“ itā€™s a task that goes way beyond technology and
business process folks like I.

image

Where I work, weā€™re now on our second enterprise social
network. Weirdly, the first one hasnā€™t actually gone away ā€“ everyone has simply
stopped talking about it (and we all stopped using it long ago). The
implementation of the first one ā€“ I feel ā€“ was probably driven by technology
folks. I say that because from a technical perspective it works great, but
nobody ever told me what it was for. Apparently Iā€™m not alone in my confusion,
because it never really saw any significant usage.

Things are looking a little better for the new one. For one,
itā€™s integrated into our enterprise learning environment. At first that seemed
weird to me, but now that I think about it that makes perfect sense: learning
and development in the modern enterprise is increasingly something you do at
your own pace (to a certain extent), in your own office with the door closed
and headphones on. Itā€™s crying out for something to bring back some of the
social aspects that are lost now that technology has begun to make
classroom-based training sessions a thing of the past, and I hope our training
teams pick up this ball and run with it. Additionally, thereā€™s a movement
underway to build on our corporate culture and do a better job of leveraging it
for the benefit of our customers. Open, social communication that transcends
our geography is an important part of that cultural evolution too. The time is
right, then, for a platform to make this happen.

Nevertheless, people were burned by the failure of our
previous platform to gain traction, and thereā€™s a healthy amount of skepticism
out there. Again, nobody has really told me what the new platform is for or
given me examples of how I could use it to my benefit.

A quick conversation with my boss about this last week
brought me to an important realization. Why am I waiting around for someone to
tell me what this platform is for? Iā€™ll decide what itā€™s for! Iā€™m even starting
to think the lack of guidance and instruction might be a deliberate choice made
in the interests of organic growth and buy-in fuelled by self-realization
(although, frankly, I still think itā€™s the wrong choice if thatā€™s the case).

I plan to encourage my team to shift some of our non-time
sensitive group communication out of Outlook and into the social space, and I
sincerely hope it catches on. I think that would be a good starting point for
us, and as I said at the top, I really do see the benefits of a platform like
this. Iā€™m putting my own skepticism firmly aside in the interests of trying to
steer my group toward the realization of those benefits that this platform
could represent. Weā€™ll see how it goes!

Hopefully I wonā€™t be around to see the
introduction of a third enterprise social network. I wonā€™t be so generous if I
am.

Blog

If you’re a regular reader you may or may not have already guessed that I typically write these posts in advance and then set them to publish on a schedule. It’s not really a hard and fast rule, but if I have a couple of posts to publish in a week then I’ll usually schedule them on a Tuesday and a Thursday at the start of the workday here in the Mountain timezone so that they catch the end of the workday in Europe.

The reason I mention this is because the post I published yesterdayĀ ā€“Ā Voicemail: A Beginner’s GuideĀ ā€“ was actually written last Sunday before I left for my business trip. As it turns out it was extremely prophetic because I spent Tuesday and Wednesday with other leaders from my workplace talking about our culture and how we become better at leveraging the values we already hold, ensuring that the work we do for our internal customers (all my customers are internal) translates correctly and has a positive impact on our end-user customers.

The session was excellent and hugely valuable, and I’m not doing it justice in my description.

I mention it mostly because the overuse of email and the underuse of the phone became something of a common theme, as did intentionality and using your own behaviours to drive the right behaviours in others.

Great minds think alike, hey?

Blog

If you’re a regular reader you may or may not have already guessed that I typically write these posts in advance and then set them to publish on a schedule. It’s not really a hard and fast rule, but if I have a couple of posts to publish in a week then I’ll usually schedule them on a Tuesday and a Thursday at the start of the workday here in the Mountain timezone so that they catch the end of the workday in Europe.

The reason I mention this is because the post I published yesterdayĀ ā€“Ā Voicemail: A Beginner’s GuideĀ ā€“ was actually written last Sunday before I left for my business trip. As it turns out it was extremely prophetic because I spent Tuesday and Wednesday with other leaders from my workplace talking about our culture and how we become better at leveraging the values we already hold, ensuring that the work we do for our internal customers (all my customers are internal) translates correctly and has a positive impact on our end-user customers.

The session was excellent and hugely valuable, and I’m not doing it justice in my description.

I mention it mostly because the overuse of email and the underuse of the phone became something of a common theme, as did intentionality and using your own behaviours to drive the right behaviours in others.

Great minds think alike, hey?

Blog

Voicemail: A Beginnerā€™s Guide

This week Iā€™ve been travelling for work. I left Calgary early Monday morning, and I returned home late last night.

On Sunday night as I was preparing for my trip I briefly considered setting an ā€œout of officeā€ email alert and changing my outgoing voicemail message to advise people of my unavailability. I quickly dismissed this plan though, for the simple reason that I really wasnā€™t all that unavailable. Sure I was away from my physical desk in Calgary, but I rarely work from there anyway. And sure my calendar was full, but thatā€™s not unusual either. Setting up unavailability alerts would have been a misuse of the tools available to me.

As I was thinking about all this, it put me in mind of a post I wrote about seven months ago titled Weird Workplace Etiquette. In it, I complained about the fact that nobody just picks up the phone and calls me without first sending me a message (or worse, booking some time in my calendar) to ensure that Iā€™m going to pick up the phone and talk to them.

Now that Iā€™ve had some time to think about it, the reason seems obvious to me. We can lay blame firmly on voicemail. Subconsciously or otherwise people hate it, because everybodyā€™s had a bad experience with it. Think about how it normally goes between a couple of busy people ā€“ you leave a voicemail for me in which you ask me to call you back, I call you back and get your voicemail, and so it continues ad infinitum.

Happily, this is pretty easy to fix in my opinion, and the ROWE course I took not too long ago teaches us the way: itā€™s merely a matter of breaking some bad voicemail habits that almost everyone has. Even more happily, you (mostly) donā€™t need other people to read my advice ā€“ you only need concern yourself with what you do. If you do it right, others should fall into line.

Read on to get started!

Everything starts with your outgoing voicemail message. What does it say now? I assume itā€™s something along the lines of ā€œIā€™m sorry Iā€™ve missed your call, please leave me a message and Iā€™ll get back to you.ā€ To be blunt, thatā€™s not good enough.

Firstly, youā€™re not sorry youā€™ve missed somebodyā€™s call. You were busy doing something more important than picking up the phone, and thatā€™s OK! Apologising for it is a meaningless platitude and everyone knows it, but more importantly it sets the wrong tone for what weā€™re trying to accomplish. Youā€™re a (wo)man of action, not the kind of person who spews forth wet apologies for failing to be idly sitting around by your phone when somebody somewhere kind of vaguely hoped thatā€™s what you might be doing. If anything, you should apologise when you are available to answer the phone!

Instead, your outgoing voicemail message should reflect that yes, you were too busy to take the call and also yes, youā€™re too busy to engage an endless game of phone-tag. Instead of asking callers to leave you ā€œa message,ā€ be specific about what youā€™re looking for from them.

ā€œYouā€™ve reached Jason. Please leave a message detailing how I can help you and by when you need a response, and Iā€™ll get back to you as appropriate.ā€

The same goes for when youā€™re leaving a voicemail for somebody. Just because their outgoing message is vague doesnā€™t mean the message you leave for them should be too. Think about how you want somebody to react when they listen to your message. Do you want them to immediately get to work on what youā€™re asking of them, or do you want them to have to call you back and speak with you first so they can find out what you needed? Tell them what you want, and tell them to get back to you once they have it!

Iā€™ve been using these tips for a little while now and I have to say theyā€™re working well for me. Voicemail is a vastly improved experience as a result ā€“ although itā€™s still under-utilised, because people still do all they can to avoid using the tool at all if they can at all help it. Most people never even get to hear my outgoing message and come to the realisation that Iā€™m changing their lives for the better.

Regardless, the more I think about it the more I think I may actually kick things up a notch. Long-time readers may recall another post on this blog from the distant past in which I talked about how people (me) canā€™t possibly hope to read, understand and respond to every email they get in as timely a fashion as they might like. Email, in a typical workplace (certainly in mine) is a vastly overused tool. Voicemail, though? Thanks to everybody shying away from it, a voicemail is out of the ordinary and will get somebodyā€™s attention. If I can do voicemail well, it could become a fantastic method for making my messages to people a higher priority than everyone elseā€™s.

All Iā€™ll have to concentrate on is not using it for evil.