Alexandra Levit's Water Cooler Wisdom

Is a Promotion Always Good News?

A reader recently asked this question:

I have been at my current workplace for 2.5 years, and I’ve had 3 raises and 2 promotions during that time. Sounds great, doesn’t it? Well, the thing is, I worry that these promotions are largely circumstantial and that taking them on might cause me problems in the long run. The first promotion was caused by a colleague who quit at a crucial time, and I inherited her job because I had worked on all of our department’s projects with her. The second promotion (last week) is caused by a general restructuring of the company. I was the most convenient employee to move into this new role because it overlaps a bit with my current role, so presto change — another promotion.

Both promotions created sudden changes in my job description with new responsibilities, just at the moment when I had started to feel comfortable in the old position. I was not even asked if I wanted the new mandates– both times, it was a fait accompli (which I find really strange).

My concern is that I might not have gained the experience necessary to succeed in my current role, which will now include partial managerial responsibility. I only worked for a little over a year in both my previous positions. I don’t feel that’s given me enough experience to be able to handle all the different variables that can arise in my line of work. In so many ways, I feel like I am being asked to run before I finished even learning to crawl.

How do I make sure that I don’t fail at my new position? I’m really excited about the potential I see with this job, but I also feel overwhelmed with all this new responsibility that I never even asked for and frankly would not have asked for until a few more years had passed. When people are promoted to quasi-managerial roles, how much experience is it common to have?

Here was my advice:

A person who excels at his position is often rewarded with a higher position and eventually reaches a level that exceeds the employee’s field of expertise.  This is called the Peter Principle, a concept that was put forth in the 1960s by Dr. Laurence J. Peter, a psychologist and professor of education.

Why does this happen?  Well, as in your case, most companies prefer to hire from within because internal candidates are considered to be more trustworthy and have a better understanding of how their organizations work.  For the same reason, qualified internal candidates keep getting promoted until they aren’t qualified anymore, and at that point will be stuck in a situation where they feel insecure about their abilities and produce work of less value to their companies.

It is possible to turn down the promotion without losing your reputation.  Start by graciously thanking the person in charge for the opportunity and telling him how much you appreciate his faith in you.  Then, explain why you feel it’s best for the organization if you stay in your current position.  You might say, for example, that you really love your job and still feel like you could add a lot of value to the role and learn more within it.

Remember that by turning down the promotion, you are creating a problem for management – now they must fill that job some other way.  So as best you can, try to compromise and perhaps even come up with an alternative solution.  For instance, maybe you can volunteer to assist in hiring a more senior individual and take on more responsibility until that person can get up and running.

All in all, this is a good problem to have, and you’re handling it in just the right way.

For advice from three other terrific career experts, check out Intuit's Fast Track blog.

Rule #1 in Business: It’s Not About You

Every day, I get at least three requests from people who want to write guest posts on my personal blog.  I have given up responding to these people.

Why?  Because looking at my blog for 30 seconds will tell you that I don’t do guest posts. I have never done guest posts.  I may include tips from other experts, but the writing is always my own.

Yet people continue to ask me, because THEY want to do a guest post.  They are making this initial interaction all about them.  It doesn’t matter what I want or need.

This is not a good strategy for building relationships with people, especially managers and co-workers who have no vested interest in doing what you say.

What’s in it for them?

You might have heard the story of the salesman who greets a prospect by announcing, “I want to tell you about a great new product that has a thousand new features, all for the low price of…” The prospect stops listening as soon as she hears the words I want and slams the door in the salesman’s face.

One of the biggest mistakes you can make is to enter a negotiation or interaction with someone by expressly stating what you want. As I said in this post back in 2010, no one cares – they want to know what’s in it for them.

For my advice on how to proceed, check out the full post on Intuit's Fast Track blog.

Reader Question: Dealing with a Micromanaging Peer

This question was submitted by a reader at the Fast Track blog:

I’d like to get your input about how to deal with a coworker who micromanages laterally. I am a manager, and one of my peers, another manager, often takes it upon herself to tell the other managers how they should run their departments (even though we haven’t asked and it’s not within her realm of responsibility). It doesn’t happen all the time, but every few months or so she’ll go on a tirade and drive all of the managers crazy. For example, she’ll get on a dress-code policy kick and scrutinize every article of clothing staff wear, and then send repeated emails to department managers saying that it needs to be dealt with. The most recent time this happened, when I went to check on the “offensive” clothing, they fell completely within the code — perhaps she just didn’t like what the person was wearing?

She tells us which staff members need disciplining (when they don’t), tells us how to deal with clients, recites well-known procedures to us over and over, and will even go so far as to reorganize our service desks because she doesn’t like how they look! And I don’t mean just a little — I’m talking moving computers to a completely different location, and leaving post-it notes everywhere about why something isn’t right or shouldn’t be the way it is.

Usually I try to see where she’s coming from and consider whether she has a valid point, but often it’s just trivial things that don’t matter or don’t make sense. I’ve tried ignoring her, giving in to her, and being firm and telling her why my department chooses to do things a certain way and that we won’t be changing it. Nothing seems to help. I think she acts this way because she cares about our organization and likes to see things run smoothly, but it’s too much at times, and ultimately not her responsibility. Our organization functions well and overall our staff have good morale. I am perfectly capable of handling my team and, if I do say so myself, do a darn good job of it. How can I get her to back off when she gets like this?

Here was my advice:

I think it’s time you had a formal sit down with the micromanaging peer.  Ignoring her might be the path of least resistance, but at this point it sounds like her behavior is negatively impacting the productivity of your team – and this is a problem that’s yours to remedy.

Ask her to lunch.  If it isn’t completely out of the ordinary, go offsite so you won’t risk being interrupted or joined by another teammate.  Tell her there’s something important you need to talk to her about, and preface the discussion with a comment along the lines of what you said in your e-mail to us:  “I admire how much you care about our organization and I know that you want to see it run smoothly.”  This will help to mitigate her natural response (i.e. defensiveness) to what you’re about to say.

Next, tell her that while you appreciate her input on your team’s discipline, dress, etc. you are capable of managing these issues yourself and that you’d prefer it if she would confine her improvements to her own group.  Use a “this is what’s best for the organization” type of argument, such as “Right now my staff feels that it’s getting confusing cross-direction, and their work is suffering.”  Try to be assertive rather than wishy-washy.  You are a manager for a reason and your judgment should be trusted.

If this doesn’t work and she continues to interfere and wreck havoc around the office, you should talk to your boss on the down low.   Just remember to be solution-oriented and bottom-line focused in your comments, as the last thing you want to do is come across like you are whining or complaining.  You are not a tattletale and this is not a mere personality conflict.  Be clear that you are genuinely concerned that because of this woman’s actions, the organization is not operating as optimally as it could be.

For guidance from Fast Track's other amazing experts, check out the full post.

Have You Planned Your Succession?

An important part of long-term success is developing your top talent so they can eventually replace you and other key players. Succession planning doesn’t have to be painful. After all, your organization is evolving, and you don’t want all the great progress you’ve made to be undermined due to an unplanned departure.

Along with Tim Kuppler, founder of consultancy The Culture Advantage and author of the ebook Building a Performance Culture, I offer this basic blueprint for succession planning that can be implemented by organizations of any size.

Track Potential Successors

Identify potential leaders on your team by reviewing 360-degree survey feedback, performance reviews and personality and strengths assessments. Ensure that your selections reflect your organization’s ideal culture and that they will keep things moving in the right direction. Keep tabs on where potential successors are headed by noting key development actions, resources and timeframes. Organize everything with a grid that makes it easy to compare one candidate to another.

Leverage Your Team

Gather your current leaders together to provide input on the most critical competencies, skills and attributes of successors. Set aside time for meetings where succession planning is the only focus. Devise a rating scale so potential candidates and supporting documentation can be reviewed objectively. Note that open discussion may bring out political sensitivities, especially if family members are involved.

Facilitate Growth

Great leaders are created, not born. Make sure potential successors, especially those who are new supervisors, have access to general management training so they “get it right the first time.” Mentoring programs are also beneficial for providing extra coaching to accelerate learning. Give employees options for potential mentors instead of making assignments where fit or trust issues could exist. Make sure mentorship is a two-way street. Your current leaders can learn a lot from the questions and approaches raised by potential successors.

For more succession planning tips, check out the AMEX Open Forum.

Unconscious Bias is a Reality

Imagine that your employee has been talking about continuing his or her education, and is considering going back to grad school. You have a managerial position open for which this person would be perfect, but in the back of your mind, you worry that he or she will either leave or be overly distracted with school. So you create other reasons why another employee is better for the role, and leave this person as is.

This is just one example of the new workplace bias.

Bias Goes from Conscious to Unconscious

Bill Shackelford is the president of diversity consulting firm IEC Enterprises and the author of Minority Recruiting: Building the Strategies and Relationships for Effective Diversity Recruiting. In his article for Workforce Diversity Network, Shackelford says an understanding of how bias creeps into today’s enlightened workplace starts with an expanded definition, which is: 

Bias: “Intentional and unintentional, conscious and subconscious, attitudes, behaviors and actions that have a negative and differential impact on segments of the society, or favor one segment of the society.”       

As Shackelford points out, most employers have adopted fair employment practices designed to manage the classic forms of bias (i.e., intentional and conscious). Examples of intentional and conscious bias would be actions designed to intentionally discriminate against individuals because of their race, gender or ethnicity. Refusing to hire people because of their race or promote people because of their gender are classic examples from the past.  

But today’s most common forms of bias are more subtle, as in the case listed above. Decisions to hire and promote are often not based solely on the qualifications of the candidates, but are influenced by subjective criteria. When these subjective criteria relate to fixed diversity dimensions (race, gender, age, sexual orientation, etc.), the resulting decision is inherently biased.

Learn to combat unconscious bias over at the AMEX Open Forum.

Are Your Leaders Deluded?

As reported in the Economist last fall, corporate culture expert Dov Seidman’s firm LRN and Boston Research Group conducted a study that demonstrated that leaders’ rosy view of their organizational cultures is not in line with employee beliefs.

The research, National Governance, Culture, and Leadership Assessment, included data from 36,000 employees in 18 countries and was detailed in The How Report: New Metrics for a New Reality: Rethinking the Source of Resiliency, Innovation, and Growth.  The report identified three archetypes describing how businesses generally operate:  Blind Obedience (43 percent), Informed Acquiescence (54 percent) and Self-Governance (3 percent). 

Gulfs in Opinion a Mile Wide

The companies in the tiny self-governing category have astronomical advantages over competitors, including more innovation, stronger employee loyalty, higher customer satisfaction, stronger financial performance, higher resiliency in the face of a crisis and lower levels of misconduct.

Unfortunately, when it comes to whether or not a company is truly self-governing, there is a major gap between the views of C-suite executives and those of their employees: in the U.S., leaders identify their organizations as self-governing eight times as often as the overall workforce (24 versus 3 percent).

There are other gaps too.  For instance, 27 percent of executives believe their employees are inspired by their company, but only 4 percent of the employees agree.  And 41 percent of managers say their firm rewards performance on values rather than financial results, but only 14 percent of employees think this is true.

In other words, C-suiters think they’ve positively revolutionized corporate culture, and their employees, well…don’t.

To find out how you can course correct, check out my Culture Beat column on the AMEX Open Forum.

How to Lose a Pointless Process

It’s one of the great injustices of Corporate America.  Complex processes spring up around everything, and only some of them make sense.  As someone with an eye toward improving productivity and adding to the bottom line at your organization, inefficient, overly complicated, unethical, or just downright silly processes may irritate you to no end.

Off With Its Head!

Whether you’re a new employee who has seen things done better on the outside or a tenured one who knows change is essential, your first reaction might be to march into your manager’s office and let her know exactly what you think of this nonsense.  This may include an emotional, frustration-fueled recommendation (read: rant) to do away with the process immediately.  Or better yet, why not skip your boss and go straight to the source of the problem – the “keeper” of the process?

Well, hold your horses because this approach doesn’t usually work.  The truth is, most processes were implemented for a reason, and most were sensible at one time.  Managers, and especially the “keeper” of the process, are invested in it and presumably understand the big picture regarding how the process fits into the scheme of general operations.  They will probably not appreciate being told how things should be by someone who doesn’t have the whole story.  And by railing on said process, you may in fact be implying that they are not doing their jobs well, which will put them on the defensive right away.

For more tips on coping with bureaucracy, check out Intuit's Fast Track blog.

Help - My Co-Worker Can't Say No!

Over at Intuit's Fast Track blog, a reader wrote us with the following question:

Here’s the question, with our experts’ responses below:

My manager quit earlier this year, leaving me to run the marketing department with a woman we’d just hired.

I wasn’t in favor of the hire because I was concerned that she lacks professional maturity, but now she’s my co-director and we’re making do.  They’re not replacing my manager, and there’s been no conversation about how our roles have changed or what our strategic direction forward looks like—we’re just barging ahead.  My problem is this:  She’s hardworking, cheerful, and bright—and absolutely incapable of saying “no” to any request.  Whether it’s another director, a member of the senior team, or even (not making this up) a janitor with another “great idea” for improving the web site, she’s on board and happy to make it happen.  Web cams on the roof?  Sure!  Amateur photo contest?  Why not!  Some of the projects have been great, but most just clutter up the site and create huge amounts of work for me, because she doesn’t think about how her “happy to do it” attitude drags me into hours of editing work for unproven ideas that sound like fun and then backfire in big ways.  Our more boring, but important, work falls by the wayside, and our numbers are suffering because she won’t focus on fundamentals.

We now report to someone off-site, and he’s as hands-off as can be.  How can I work with her to make her understand that we need to make decisions as a team, and that her decisions set precedents for expectations we can’t undo?

Here's my response:

I can rather picture this person.  She is very idealistic and enthusiastic, but lacks the experience and critical eye to fully understand what’s doable and what isn’t.  Working with her would probably drive me to distraction too.

But that’s not helpful, because your success in your role depends on your ability to get this co-manager to cooperate with you.  So I’d appeal to what seems to matter most to her – that people like her.  I’d take her to lunch and preface the discussion with how happy you are to be working alongside one of the group’s rising stars.  Ask her if she’s amenable to developing a system for vetting projects so that the two of you are perceived as a can-do team, the one with which everyone wants to work.

Then, lay out your suggestion.  I recommend that this include meeting semi-weekly to discuss your duo’s priorities and decide what you’re going to move forward on, and in what order.  Neither of you should give other team members definitive answers on their recommendations until the two of you have met.  This will hopefully give you a regular chance to talk her out of ideas that are not feasible, or re-direct her energies into the fundamentals you mention.  Always remain positive when discussing an idea, no matter how wacky.  Say something like:  “That sounds really fun, but given that we’ve already committed to X, I think we should revisit it.”  The less forcefully you shut her down, the more likely she is to comply.

It sounds like you may be a little older than her.   If this is the case, perhaps you can offer yourself as a mentor and she’ll begin to lean on you for more strategic direction.  At that point, you can probably be even more direct with her about the problems that can arise when expectations aren’t managed properly, and your advice will be better received.

For great answers from the other experts, have a look at the full post at Fast Track.

Is Business Travel a Blessing or a Curse?

It’s fun to travel with colleagues.  No, really.  Back when I worked at CA, my whole team traveled from New York City to Las Vegas once a year for our company’s annual trade show.  After the highs and lows only a harried week of work in Vegas can provide, I really bonded with these people.  Many years later, I still keep in touch with many of them.  And I still love Vegas.

Traveling with co-workers, however, involves a set of informal rules of which it’s helpful to be aware.  Here are a few that I’ve learned over time.

1. Don’t insist on sitting together on the plane.

Plane etiquette is tricky.  Some people don’t mind gabbing away the whole time, while others would like nothing more than sit silently with their iPad and relish the calm before their trip’s storm.  Because it can be difficult to ascertain your co-worker’s camp and awkward if you get it wrong, sit apart unless you can’t avoid it.  You can probably use the quiet time yourself.

2. Do use the trip as an opportunity.

During a trip, you will probably have more chances to converse with your colleagues than usual.  Use the time to get to know them as human beings.  Express curiosity about their family and hobbies and be open in answering their questions about your lifestyle.  The closer you become when you travel, the stronger your relationship will be back at the office.

3. Don’t let your guard down too far.

Of course, there is a such thing as getting too close.  Always look presentable and avoid inappropriate conversation topics such as sex, drugs, current personal struggles, mean-spirited gossip, and anything you’d be embarrassed about if your boss found out.  Never use a business trip to launch a physical or sexual relationship with a colleague.  Even if you are both single, this is not the time or the place.

For more dos and don'ts for traveling with colleagues, check out the full post on Intuit's Fast Track blog.

In the Workplace, Appearance Still Counts for A Lot

In June of 2012, the University of Virginia announced the resignation of its president, Teresa Sullivan.  Faculty members received an e-mail indicating that the dismissal was due to a “philosophical difference of opinion” with the institution’s governing board.  Sullivan had been with the university just two years, and in the opinion of some, had been let go for little or no reason.

College presidents are chief executives too

In the New York Times Magazine, Sullivan’s allies suggested that she didn’t fit the governing board’s image of a chief executive.  Sullivan’s fashion sense, which was typically academic, had apparently offended the higher-ups.  During Sullivan’s performance review, she received comments that her dress was too informal. “I don’t know what the unprofessional dress was,” Sullivan told the Times. “I do live here at the university, so when I’m working out or doing something else here, people will see me.”

Would the same criticism be given to a man? Here what I think over at Intuit's Fast Track blog.