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“What do I do when overwhelmed and projects pull me in several directions?” That is a common question. The short answer is, “Practice humility, courage, and discipline.”

Humility is simply appreciating where the boundary is between what I can do and what I can’t do. When on the “can” side get to work focusing on success. When on the “can’t” side see if help is available within the time frame required. If that help isn’t available then it is time to either cut scope or extend the schedule. Another way to state humility is, “I have a place in the universe; it just isn’t at the center.”

Courage is risking action (or being still) when there are no guarantees the desired outcome will be achieved. This doesn’t mean the outcome can’t be achieved. Rather, it is about breaking into new territory and getting away from “same-old, same-old” behavior. Courage can also mean taking action when there are insufficient resources and attempting to get political movement by pushing on power brokers.

For example, risking building a prototype of a product you just KNOW the client will want and doing this BEFORE there is any commitment. “Taking a calculated risk,” might be another way to describe the exercise of courage. Keep in mind; this is different than being foolhardy.  When someone is foolhardy they throw caution to the wind. With foolhardy, think of the firm with no depth that mastered PowerPoint and then was at a loss as to what to do once they win the contract.

Discipline is what brings it all together. There are two ways to define discipline and both are relevant. The first definition is: know your area of expertise and how best to apply it. Practice, practice, practice.

The second definition ties back into humility. You must be able to maintain a sharp focus and broad view simultaneously. Imagine you are a surgeon and want to save the patient. The decision as to whether or not to operate goes beyond your ability with the surgical techniques. It is critical to consider whether or not the patient might die while under anesthetic.

This all adds up to wisdom, the ability to find a balance point among all the principles when the rules are either absent or fail to point in a clear direction. There’s an old saying that sums the challenge of the situation well, “Success comes from experience which comes from failure.” There are no guarantees but without trying you’ll never know. Remember to breathe and take a calculated risk.

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Tagged as: active garage, center for change management, Change Management, courage, discipline, gary monti, humility, Leadership, management, people, product, Project Management, services, teams

“Honey, do I look fat in this dress?” That is a question any wise man approaches carefully – very carefully. It is prescient when it comes to change management. Why? Well, we all say we prize honesty but upon closer examination there is a desire to get by which comes in direct conflict with the need to be honest.

Everyone loves to clean house and get rid of the bad guy(s) and girl(s). After the euphoria the sweeping out creates dies down something surprising happens. It is the fear created by the need for those remaining to be honest in a piercing manner. Why is that?

As mentioned in previous blogs, having the bad guy around supports the creation of bad habits. For example, there is the opportunity to fudge billable time and expenses. A while back there was the infamous $500 coffee pot charged to the U.S. Air Force. (I got to talk with one of the lead accountants on that issue and it turns out dishonesty wasn’t present but let’s assume for this blog it was a blatant rip off.) In the every day world of projects how can that occur? All that is needed is a leader out to get as much money as possible and will gouge the client to the extent the client is blind, naive or both. When an engineer has worked under such a person for a long enough period of time it becomes easy to get sloppy and gradually expand what “honesty means right along with “cheating.”

Sociologically, it is well established that we all like to leave ourselves some space, some wiggle room. Let’s say 15 minutes a day of billable time. So, if we only charge for 15 non-productive minutes we can claim we are honest. After a while under a disreputable boss that 15 minutes becomes an hour. The process continues until all hell breaks loose and then all sorts of time is charged simply because we can do it. So what happens when you clean house?

For the housecleaning to be complete there is a need to return to honesty. This is the point at which panic sets in. If your situation is typical a flood of requests start coming in to explain exactly what you mean when you say, “In order to bill for one hour you have to do one hour’s worth of work.” All sorts of lawyering begins. It is accompanied by confusion and more than a slight degree of hysteria. Remember, people have been let go for not being honest. The question on everyone’s mind is, “Am I next?” (For what it is worth, I am championed for bringing the light of day and a breath of fresh air to the organization when getting rid of the bad guy. That quickly turns to pitchforks, tar, and feathers once the issue of accountability is brought to the masses.) What to do? Answer: State the obvious.

“The only way out of the mess you are in is through frank discussions as to what it means to bill an hour of time. This isn’t free-floating. It needs to reference a sound business case.

In other words, know what will work in your industry. Find standards that are reliable. Then add that to a solid business case. Determine what “serving the customer” means in terms of billable hours, expenses, and productivity. By all means, stay away from witch-hunts. Tell the troops you will be out of business if the sloppiness continues. The best way to keep one’s job is to work to acceptable standards. Have them participate in the defining of standards as it applies to their discipline, keeping in mind that who ever is responsible for the business case will have the final say.

What this all amounts to is a focus on emotional honesty rather than a Salem witch trial. When done in a respectful tone those who want to work and feel significant appreciate it. As to the others…well…the human resource changes must continue. The challenges will continue and people will wonder if the housekeeping was worth it. In the long run, though, there will be an appreciation of getting back on track and billing one hour for an hour’s worth of work.

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Tagged as: active garage, billable hours, center for change management, Change Management, clients, customers, fear, gary monti, honesty, Project Management, projects, time and materials

Ever have someone melt down right in front of you for no apparent reason? Or, has someone dug in unrealistically? What about another person feeding the gossip mill in a rather vicious manner working to get people to side with him? On the flip side, there’s the person who shrugs her shoulders blind to the destruction caused by her last decision. These individuals may all have something in common – shame. Shame as used here refers to situations where a lack of self-esteem has been brought to the surface and the person tries behavior that is meant to provide some form of self-protection.

To learn a bit more about it the etymology of shame may help. At the core it means, “to cover.” So, when someone takes on an apparently irrational behavior it may be an unconscious attempt to protect, to cover the sense of being defective. The irrational part puts it in the realm of a coping mechanism, which is an unhealthy response learned or created to try and deal with a problem, real or perceived. The word “irrational” is a tip that the current events have triggered something from the past about which the person experiences an irrationally low sense of self, a sense of shame.

For example, you might be working with an extremely good engineer who gets angry and belligerent when asked to speak in a formal setting with clients. He might say he has plenty of work to do and insists sales should be pulling their weight and earn their commissions instead of relying on the people who do the work and have to reach billable hour goals to also have to sell the project. No matter how much you talk with the engineer, saying how good his work is, this is a chance to shine, etc., it all seems to go nowhere.

In some consulting situations like this I’ve had to dig deeper (working with a therapist) to find out a grade school teacher in front of the class ridiculed the individual. No other adult was sensitive to or helped this future engineer work through the situation in a healthy way. He was left thinking it was his fault and that he was (and still is) defective. Consequently, he covered the problem by avoiding formal speaking situations and, when needed, through belligerence.  For what it is worth, I run into shame-based problems with some regularity. They typically are a main contributor to the difficulties the organization is experiencing. You know what I am talking about, the person who limits their career or gets fired over something they just can’t get beyond.

So what can you do in such a situation? First, offer compassion, acceptance, and empathy. Be honest and state the problem as you see it and the challenge the individual faces. It is being a friend and, in the words of Carl Jung, “If everyone had good friends there’d be no need for therapists.” Keep in mind you aren’t their mother so limits are required. When that limit is reached it is time to escalate, which can be very uncomfortable when a friend is involved. It is the best thing to do. Without honesty in the situation a cost is incurred which has price tags associated with it, ranging from money to stress. It might be good for an outsider to come in and look at the situation and be the “bad guy” who pushes for needed changes.

In any case, simply riding over it and trying to pretend the irrational behavior can be absorbed or ignored will just drive everyone else crazy and provide no help for the person feeling the shame. On the positive side, as difficult as the situation is, when genuine friendship is extended and a healthy confrontation occurs, if the person with the difficulties really wants to do better, he is eventually appreciative. The situation can get better and profitability has a better shot at going up.

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Tagged as: active garage, center for change management, Change Management, compassion, cover up, gary monti, honesty, Project Management, projects, shame, Soul of a project, team

Can you be too strong? The answer is, “yes.” Maybe a better way to say that is, “A strength can be taken too far, to the point where it becomes a weakness.” There is a very good psychological test based on this called The Strength Deployment Inventory (SDI). The SDI addresses motivation and is based on Relationship Awareness Theory, which has as one of its four premises

Strengths, when overdone or misapplied, can appear as weaknesses.

 This is something I see in my teaching and consulting practice routinely. This may sound a bit odd, but trust me, it isn’t. So what is this all about?

Remember the Peter Principle series from a few blogs back? You might recall the Peter Principle states:

People are promoted to their level of incompetency.

With those previous blogs the focus was on temperament as viewed by Jung and Myers and Briggs. Temperament reflects how our brain is wired.

With the SDI Dr. Elias Porter, PhD, takes a different approach looking at motivation and whether or not a person is driven by a sense of altruism, assertiveness, analysis, or flexible (a combination of the three). From their names you can guess what approach a person would take if it is their dominant or native trait.

So how can a strength be taken too far? Good question. Imagine I score “flexible” on the SDI. If the heat is on and a decision is needed I might look too wishy-washy for you as the pressure builds. In fact, that will be the truth if I am spending all my time looking for the “sweet spot” of the decision and am ignoring the fact time or money is running out.

This reasoning carries forward to the other motivational types as well:

• The altruistic person gets so worried about how everyone will feel they become indecisive;
• The assertive person runs head-long into a decision unaware of the risks involved;
• The analytical person just never has enough information to make a decision.

To make matters more challenging, when under pressure a person can “move” and shift to another SDI position. For example, the altruistic person may move to the more assertive position and become dictatorial – all in the name of helping everyone. You can have some fun thinking about how some of the other shifts play out and people you know who act that way.

There are several takeaways from this:

• Try and walk a mile in the other person’s shoes. See if you can see things through their eyes.
• Remember that people can shift their attitude, opinion, and approach to a situation when under pressure. They aren’t necessarily being two-faced, they may just be responding to the pressure and trying to do what they think is best.
• Watch your own behavior. It is easy to feel justified with one’s approach and lack awareness that we are changing our attitude and how we deal with others without having any conscious awareness of it. It can all be done blindly in the belief of what is “best.”
• Finally, too much of one thing can create difficulties. Try and take it easy and leave space for others.

This was a short run-through of only one aspect of the SDI. I strongly encourage you to explore the SDI. It is a simple, practical profiling test that yields good information.

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Tagged as: active garage, center for change management, gary monti, motivation, Project Management, projects, psychology, SDI, strength, Strength deployment inventory, teams, The soul of a project, weakness

On Apollo 1 what would have happened if someone had asked, “What happens when you combine a spark with elevated oxygen levels in an iron rich environment?” Those 3 astronauts might have gotten to live out their lives telling their grandchildren stories about the early days of space flight. Avoiding Monday-morning-quarterbacking, the question is worth asking in terms of determining when confidence bleeds over into over-confidence. In resilience engineering that bleeding over is referred to as drift.

What stems drift is doubt. A muscular approach to projects can easily push out doubt, which is unfortunate. Doubt has a real value. It encourages us to seek others opinions and get as many eyeballs as possible on a problem or solution. Evolutionarily it has a real benefit. Darwin talks about the survival of the fittest. It is commonly thought of as the strongest. That isn’t what he meant. Survival of the fittest refers to having the best fit, i.e., finding the sweet spot among all the possibilities when swimming in a sea of possibilities.

Doubt is connected to another important evolutionary development – a conscience. In The Sociopath Next Door Martha Stout, PhD, explores the social consequences when a conscience is lacking and the associated lack of doubt. It is a very interesting read.

You might be wondering where this is going. After all, we need to develop a sense of confidence so we can get things done. But if my confidence is high does it mean I’m a sociopath? What to do?

The answer lies in wisdom.  Wisdom is choosing what to do (or to be still) when there isn’t a clear-cut path that would bring a tear to Euclid’s eye. And this is where we get back to the group. Use doubt to provoke, to dig deeper, to make a game of the situation. A little cage rattling will go a long way towards waking people up and getting them energized, which leads to better solutions and gives everyone on the team a chance to feel significant. At that point work is no longer a job, it’s a quest. It’s a chance to get lost in the problem and feel alive!

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Tagged as: active garage, anticipation, center for change management, challenge, Change Management, confidence, doubt, drift, gary monti, over confidence, Project Management, The soul of a project, tranquility

The last blog focused on pushing through the Peter Principle by building interdependence. The power to move the project forward radiates from this interdependence, which includes power being shared by key stakeholders.

That interdependence has a very short half-life. So, the obvious question is, “How is it kept alive and encouraged to grow?” The answer lies within the story. The story is what binds people together to work as a team and move the project forward. There are a few things to consider when generating and disseminating the story.

• Honesty. This is foremost. The moment the team senses they are being played the project fragments. Honesty requires being open and vulnerable regarding the consequences associated with the project including big payoffs that some might get. Not that they have to have every detail. They just need to be included as to the consequences. If the team is put on a “need-to-know” basis the members can feel diminished and it puts the interdependent bond at risk.
• Discipline. Emerging from the Peter Principle typically has a lot of positive energy but there also are few rules present that work. New rules need generated or the old ones need modified.  You must be able to deal with the ambiguities of the situation and rely on core principles in pushing through to create a new gestalt as to how the team will work and the project will move forward.
• Energy. With the old rules sitting in a jumbled mess the team instinctively will look for leadership as to what to do next. Here is where a big challenge is present. You must substitute yourself for the policies and procedures that fell apart in order to hold the team together. This can be sustained only so long. A plan is needed.
• Delegate.  You can’t do it alone. Having key people willing to pick of some piece of the power and hammer out new rules/guidelines/etc. will go a long way towards re-establishing order, building the plan, and lowering the demands on your personal energy. It’s impossible to stress too much the need for a critical mass of people who can commit to something bigger than themselves. Falling short of this critical mass by even one person can cause the situation to implode.
• Clean House. This is a corollary to delegation. Those who are creating difficulties need to either turn around or be removed from the team. This may seem a bit harsh. It simply is the reality of the situation. I’ve worked on projects and organizational changes where inability to get rid of a key gossipmonger torpedoed the changes.
• Know where you are going. All of the above comes together to support your moving towards the end goal. Know what it is and state it clearly.

By doing the above the story will unfold from within you. You’ll find it spontaneously arises and you will instinctively know when to pause and reflect, talk with others, or push forward. This may sounds crazy but you will become the story. Think of El Cid. The myth, the story overtook him to the extent it was bigger than his own death. (Not that you want to have your career die!) What works best is having the aura of the project’s story radiate from you. This sounds corny but it isn’t. You know it is happening when people take your lead, when they listen to you in meetings and suggest ways to achieve goals, when the team looks forward to the meeting, when the milestones begin to be met.

Who knows? Maybe someone will write an epic poem about you, too!

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Tagged as: active garage, center for change management, Change Management, Delegation, direction, discipline, energy, gary monti, honesty, Peter principle, Project Management, projects, Soul of a project, teams

Do you want to know when you are falling into the Peter Principle and what to do about it?

Here is a brief run down helping to predict when the fall could occur:

Note: All eight shown on the left are needed for a team to be well rounded and maintain success. If any are missing there is the risk of developing a blind spot in that area causing trouble to brew.

A classic example of this is being top-heavy with people who compare everything to the past. When trying to institute change there can be quite a bit of push back voiced in the saying, “We’ve always done it this way and there’s no reason to change.” They have a hard time seeing that change is needed as well as difficulty in determining all the possible ways the situation can be dismantled and improved. Not knowing how things will work in detail drives them nuts.

Something you may notice is that the attributes flip, i.e., when A is strong where B is weak then B is strong where A is weak. You may see an initial knee-jerk reaction between the two that is negative. In moving the team forward an approach that works in such situation is:

Assign both people to the same task. Judge their performance as a group rather than individually.

This creates a tension encouraging them to see that there is benefit in working with the other. It’s a lot like marriage.

As the team spirit develops a key characteristic for success emerges – interdependence!

It is this interdependence that is the basis for success. It means that as each person works to deal with his piece of the project in his minds eye the solution is interwoven with the pieces provided by others on the team. Things begin to click

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Tagged as: active garage, center for change management, Change Management, gary monti, obstacles, performance, Project Management, project success, projects, risk, strengths, teams, The Peter Principle, weaknesses

We left off on a confusing and possibly negative note with the last blog, i.e., what to do when our weaker mental functions are exactly what is needed to remedy situations. Let’s talk about a solution.

First, there is the challenge present. The project/company needs to keep running while changes are being put in place to remedy the situation. The first, most important thing to do is be humble.

Humility sends out a positive message to the organization. It is an admission of being human. It is a very powerful touchstone that can be used to develop connections with team members and stakeholders.

Humility is simply admitting to what one can and cannot do. There is a vulnerability associated with this. Paradoxically, there is a power present inside that vulnerability.

Being honest about your own strengths and weaknesses gives you the power to confront others on theirs. This starts the process of re-formulating the team and generating new rules for operating. The bonds established working this way are what hold the company together while the old rules fall apart and new ones are being defined.

Take the CEO who is strong in Thinking-extroverted but Feeling-extroverted is needed. By admitting to this and asking the staff “What to do?” the door opens for the management team to look at itself and see how paying attention to employees, team members, outside stakeholders, etc., can benefit everyone. This goes way beyond having the Excel spreadsheets in order.

An example of this is Dave Thomas, the founder of Wendy’s. He knew how to make a great hamburger and serve people. He didn’t know how to build and run a large corporation. So, he had the courage to step aside from those functions and let others take charge. He didn’t disappear; he shared power. He ended up coming back in to run the organization when there was a need to get Wendy’s focus back on to the product and serving people.

The short version of all this is:

No one has a corner on all the talents needed to solve complex problems. It takes a team.

There is an added benefit to this approach. We get to work with our weaker functions and strengthen them. So, that Thinking-extroverted executive can learn to become more people-oriented while trusting the team to take care of that function until she gets up to speed with regards to Feeling-extroverted. Will she be as strong in that area as someone who has it as a first function? No. However, she can learn to recognize the signs as to when it is needed, take it as far as she can, and defer to others stronger in this area and take their direction.

This all may sound very touchy-feely and lack any reference to BUSINESS. It is as serious as a heart attack. It is best ways to deal with the Peter Principle when it surfaces and keep the project/company on track for success.

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Tagged as: active garage, center for change management, Change Management, Extroverted, feeling, gary monti, Introverted, Leadership, people, Project Management, projects, Soul of a project, teams, The Peter Principle, Thinking

The Peter Principle states, “Employees tend to rise to their level of incompetency.” From a psychological perspective there is a great deal of truth in that statement. Ever wonder why it occurs? Let’s explore based on depth psychology (Carl Jung) and the concept of temperament. Some background will help.

In depth psychology we have 8 function attitudes. These are ways in which we gather and process information. We all have them. Where we vary is in the preferred order in which we use them.

There are two major ways we can gather information: Sensing and Intuiting. These break down further into “extroverted” and “introverted.” Likewise, there are two major ways we can process information: Feeling and Thinking. These, too, break down further into “extroverted” and “introverted.” Combining this information we end up with the following table:

We all have all eight. Where we vary as individuals is in the rank order. Also, for each of us, our number 1 gets the highest amount of brainpower while our number 8 is the most difficult to work use. This leads to an interesting dictum.

“For as strong as you are in one part of life there is a corresponding Achilles heel…and there’s no getting around this.”

For example, someone who has Thinking – _extroverted as number one has Feeling – _extroverted as number eight. What does this mean?

The Thinking – _extroverted part means this is a take-charge type of person. She can give orders and take command. Think of an entrepreneur starting a business. There can be a gruffness present that is somewhat abrasive, but things get done! The business grows. It runs like a clock. In fact, it grows to the point that how it is organized (or should I say “disorganized”) is becoming increasingly important. The number of squabbles between employees is increasing and it is showing in terms of how customers are serviced and outsiders view the business.

This is where Peter Principle comes into play. The very strength that grew the business, Thinking – _extroverted, has led to a problem that is the most difficult for the founder to solve. Barking more orders only makes things worse.

Feeling – _extroverted has been studiously avoided. People are told to suck it up and get the job done. This may sound macho but the reality is the leader is avoiding it because she is at a loss as to how to deal with the issue. In fact, she’s probably afraid of it. There is an important reason as to why this occurs:

Addressing the weaker functions requires putting the strong one aside.

You can probably hear the entrepreneur saying, “Are you crazy! I built this business based on my commanding attitude and now you want me to listen to their feelings! We don’t have time for that! This is a BUSINESS!” At this moment the Peter Principle surfaces in all its flaming glory and if not addressed trouble occurs. That trouble starts with the leader looking foolish and needing to be “understood” and progresses to a tragedy in which clients aren’t getting served, costs go up due to inefficiencies, and the competition starts eating your lunch.

Don’t despair. In the next blog we’ll go a little deeper and see if anything positive can come of this.

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Tagged as: active garage, business, center for change management, Change Management, clients, feeling, gary monti, intuiting, Leadership, management, Peter principle, Project Management, projects, sensing, teams, The soul of a project, Thinking

Do you want to succeed? Do you feel a personal responsibility for the project? If you just push hard enough can the project get done? These questions are probably part of your everyday life. Answering them affirmatively is often the hallmark of a successful project manager and can open doors to career success. Taken too far, though, damage can occur. One way this damage shows up is with overtime.

In my travels, most PMs start with a 50-hour week and go from there. Periodically, that is insufficient and overtime is required. It’s part of the normal ups-and-downs of a project. There are limits, and that is what needs to be watched for. What does this mean?

In my own experience where it causes trouble is when it shows up as the dark side of “spontaneous overtime.” Let me explain. Spontaneous overtime is when “the hands fall off the clock.” There is a falling into the task and being totally absorbed by it. A sense of time disappears. The light side of spontaneous overtime is when things are clicking into place and the ability to build or fix just grows and grows. It is very rewarding. Think of how rocket scientists feel when a rover has successfully landed on Mars. Even this form of overtime does have to have some limit if one has a life. However, this occurs so infrequently that pushing all else aside for a period probably won’t cause too much trouble in other areas of life.

The focus here is on the dark side of spontaneous overtime. This is when awareness of the reality of the situation has disappeared, e.g., refusing to see a powerful sponsor has pulled their support merely by neglect and the belief the project can be successful continues. This is a formula for disaster. The subconscious denial that the project has no support leads to pushing harder and harder. Without thinking, more and more overtime is put in. More meetings, more picking up others work, more “If I just push hard enough.”

There is a loss of humility and a sense of limits disappears. The PM is consumed by stubbornness yet feels realistic at the same time.

So what to do? The simplest solution is have someone to talk to who will tell you whether or not you’re nuts. If you don’t have that, think back to when this has occurred before and ask yourself, “How did my behavior shift when I was deaf, dumb, and blind?” It will show in little things. For example, do you lose your car keys? Are you grumpy, angry, or anxious in a general way with nothing you can put your finger on? Are others more annoying for no apparent reason? Experience loss of sleep or want to sleep excessively? Over- or under eating? Don’t want the weekend to end? Maybe you can brainstorm you own list with someone close to you who knows your behaviors.

The payoff is big. You are giving yourself a chance to get back within your personal boundaries and start looking honestly at the situation and confront what you see. You can restart the process of gaining control of your life.

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Tagged as: active garage, center for change management, Change Management, gary monti, overtime, Project Management, projects, stress, team