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How to Write a Job Description for Your Present Position: Part 2: Job Analysis

December 16, 2008 By Nagesh Belludi Leave a Comment

Preamble

This article is the second in a series of three articles that describes how to get clarity about your present role in your organization and write an effective job description. Yesterday’s article established that writing a job description for your present position will help you clarify your role and establish a sense of better control and direction over your job. See full article here.

Before you begin writing your job description effectively, you need to thoroughly document your understanding of your role, its scope and context. This is the intention of job analysis.

Step 0: Prepare and Survey

You should have been on your current job for a suitably long-enough period of time, ideally three to four months, to develop a fairly reasonable perspective of your job and its requirements. Collect a job description if one exists for your role, your boss’s and your employees’ job descriptions if they exist, your organization’s objectives and any metrics that you report on a regular basis. Study these documents carefully.

Elements of job analysis for writing job descriptions

Step 1A: Focus on Contribution to the Whole

Yesterday’s article established that your job exists to fulfill an essential function of your organization. Therefore, at the outset, your job analysis should focus on this specific need of the organization.

Identify the goals and the end-product of your organization. If you work at a larger organization, focus on the product of your business division or department. Ask, “Who is the customer of our organization? What do we produce? What service do we deliver?” Then, examine how your role fits in this larger context. Ask, “What contribution does my role make to this whole? How do I add value? How does my work contribute to the performance and results of my organization?”

Recognizing the broader perspective of your work in the context of your organization helps you understand the objectives of your organization and what is expected of you and why.

Step 1B: Understand the Interrelationships

Reflect on how your role is interrelated to others’ roles in the broader context of your organization. If feasible, make a special effort to ascertain the contributions of your manager, his manager and his peers, your peers and your direct-reports. Ask, “How does your role fit into our organization? What are your goals and objectives? How does my work help you contribute in your role? How do you use my work? What can I do to help you and how? What product or service can I provide you to help you become more effective?”

Step 2: Identify What Your Role Requires of You

Given a thorough understanding of your organization’s objectives, establish what the demands of your role are. Stress on defining your key responsibilities and contributions by asking, “What do I need to do to meaningfully add value and contribute to the results of my organization?”

Step 3: Refine Your Role around Your Strengths

In principle, no job should be structured to suit the incumbent employee—every job should be task-focused and organized by function to ensure continuity and succession. However, to promote ownership and job satisfaction of the incumbent employee, her role should be customized to reflect her strengths and weaknesses to the extent possible, without compromising the core contributions expected of her role. This balance between job satisfaction and productive work is critical.

Once you have established what your role demands of you, understand how your unique strengths and characteristics can help your role be more effective for your organization. Ask, “What unique skills do I bring to this job? How can I channel my strengths to enhance this role?”

Step 4: Include How You Can Grow and Expand Your Role

Every job consists of tasks and activities. Managers and organizations often belatedly discover that, when the component tasks tend to be repetitive, an employee may no longer feel challenged and may therefore lose motivation on the job. Hence, all jobs should provide opportunities for the personal and professional growth of the employee and opportunities for the role to expand in terms of its responsibilities and contributions.

To identify how you can grow and expand on your job, ask, “What factors and trends will influence my organization in the short- and long-terms. How can my organization respond? What will be its next initiatives and goals? How will our roles change? How will these changes influence my role? What initiatives can I take to add more value to my job? What else can I do to contribute more? What skills can I acquire to be more effective?”

Wondering what to read next?

  1. How to Write a Job Description for Your Present Position — Part 1: Why
  2. How to Write a Job Description for Your Present Position: Part 3
  3. Eight Ways to Keep Your Star Employees Around
  4. Likeability Is What’ll Get You Ahead
  5. How to … Be More Confident at Work

Filed Under: Career Development, Managing People, Sharpening Your Skills Tagged With: Winning on the Job

How to Write a Job Description for Your Present Position — Part 1: Why

December 15, 2008 By Nagesh Belludi Leave a Comment

Preamble

This article is the first in a series of three articles that describes how to get clarity about your present role in your organization and write an effective job description.

Jobs and Job Descriptions

Jobs are the fundamental building blocks of an organization; they evolve to fulfill essential functions of the organization. The organizational endeavor is, therefore, the sum total of the endeavors of individuals at their jobs. It stands to reason that each job needs to be structured and formally defined. A job description serves this purpose: it is a formal detailing of the specific duties of an employee, her responsibilities and span of control.

A job exists to realize the purpose of an organization. For this reason, a job description should focus upward—it should be written primarily to reflect a specific need of the organization. In other words, a job description, for the most part, should describe the role and not the employee that holds the job—not what she can do, should do or wishes to do in her role.

Who Should Write Job Descriptions

Job descriptions help the management examine the structure of an organization and ensure that all the necessary responsibilities are adequately covered. Ideally, therefore, jobs should be defined from the top.

Theoretically, a manager is the most knowledgeable about all the jobs he supervises. He should be responsible for defining and maintaining the job description. However, hardly a few managers are keen on writing effective job descriptions for their employees. Most managers tend to be cursory: they use generic templates provided by their Human Resources or Personnel departments, or, at best, maintain a longwinded list of an employee’s activities. A majority of job descriptions are vague, out-of-date, indistinct and therefore inadequate. Consequently, job descriptions are often ignored in several organizations.

Why You Should Write Your Job Description

One of reasons you may be dissatisfied with your job or performing poorly on the job is that you tend to perform your day-to-day tasks without any formal detailing of your role. In all probability, you are not completely certain of everything your manager expects of you and how you will be measured against these expectations. In other words, a formal job description may not exist for your job, or, if it does exist, it is badly out-of-date, imprecise and inaccurate.

As the job-holder, you are the best person to write a job description for your job since you have the most on-the-ground knowledge of your role. This assumes, of course, that you can develop or have previously developed a sound understanding of what your role requires of you in the context of the objectives of your organization, including those of your supervisor and immediate management.

Additional critical reasons that may lead you to write your job description include,

  • Redefinition: The nature of your role has changed due to redefinition of the nature of your business, restructuring, revisions to your organization’s objectives, or change in management or your supervisor-manager. Such changes may lead to a significant disparity between what you have done in the past and what may be expected of you in the new context.
  • Transition: When you are moving out of your job, you may consider helping your management recruit a proficient replacement by defining the exact nature of your current role and the skill sets or credentials desirable in potential candidates. A separate blog article will discuss how to identify and define desired characteristics in job candidates.
  • Measurement and Feedback: A job description can help setup a well-defined, consistent understanding of expectations and measures that form the bases of formal performance appraisals.
  • Promotion or Compensation Review: An exhaustive job description is indispensable to persuade management to assign more resources or responsibilities to you or appraise your role, job title, compensation, or benefits.

Most significantly, you can use this opportunity to precisely define your role, correlate what you do with what is expected of you in your role, and ensure ownership and job satisfaction. This sense of better control and direction will translate to stronger motivation at work.

Wondering what to read next?

  1. How to Write a Job Description for Your Present Position: Part 2: Job Analysis
  2. How to Write a Job Description for Your Present Position: Part 3
  3. Eight Ways to Keep Your Star Employees Around
  4. Likeability Is What’ll Get You Ahead
  5. How to Own Your Future

Filed Under: Career Development, Managing People, Sharpening Your Skills Tagged With: Winning on the Job

Be Proactive and Seek Feedback from Your Manager

September 26, 2008 By Nagesh Belludi Leave a Comment

Feedback is a critical component of our work. We need to understand whether our performance aligns with what is expected of us. We need to know what we are doing well, what we need to change and how we could improve. We need help to discover opportunities to advance our careers.

One of the common grievances of professionals is that their managers rarely give them adequate feedback. These feelings are not totally unfounded. Managers tend to be busy and deliver feedback only during cursory performance reviews. And, instinctively, managers fear confrontation: they assume that their employees may respond to even the slightest criticism with anger, defensiveness and alienation. Employees, for their part, resent feedback because they dislike being criticized.

This article suggests what you can do to effectively secure feedback from your manager. I have shared this process with several professionals who have successfully adopted it to further develop relationships with their managers.

Soliciting Feedback

  • Set up regular meetings with your manager to seek feedback. Do not wait for the quarterly or annual performance reviews to solicit it.
  • Prepare and send an agenda to your manager at least one day prior to your meeting. Use the questions in the following section to guide your discussions and agenda. Tailor the questions to suit your unique projects and goals. Cover all the broader, important topics on a regular basis.
  • Assure your manager that her opinions and suggestions matter and that you will listen to and act on them. You need not necessarily agree with every assessment, but remain open—do not grow defensive or angry. If you must disagree, do so politely. Offer your opinions using phrases such as “Could it be because …,” “how about …,” or “perhaps, another way to look at this is ….”
  • Ask for specific examples. Take down notes. Conclude the meeting by thanking your manager. Affirm that you will develop and share with her a plan of action.
  • Review your notes from the meeting. Look for patterns in her comments and suggestions. In a day or two, follow up with your action plan.

Ten Questions to Ask to Solicit Feedback from Your Manager

  • “How am I doing on project or goal X? What can I do differently to be more effective?
  • “My most important projects or goals are X, Y and Z. Do you think I have the priorities right?
  • “Am I meeting your expectations in keeping you updated on my progress / project X? How can I organize information better to help you understand my projects and our achievements?
  • “What goals do you see for me on project X (or over the next N months?) How will you measure me against these goals?
  • “What strengths do I bring to your team? What personal skills will enable me to grow and contribute better?
  • “How do you see my career developing in this organization over the long-term? What suggestions do you have to prepare me for such opportunities?
  • “What steps do you suggest I take to broaden my exposure to our functional area and build my skills? What specific steps can I take to widen my perspective in our functional area? What key challenges will I face?
  • “What can I do to expand my role? May I assume any additional responsibilities?
  • “What are your goals for the immediate future? What are your team’s most important projects and initiatives? How can I best support your goals?
  • “How do you think our organization and customers will change in the future? What opportunities do you see? What challenges will we face? How will our roles evolve? How can we prepare? What is our management’s perspective on the future?”

Concluding Thoughts

This article suggests an informal and practical process to solicit feedback from your manager. By exercising initiative, asking the right questions and proactively soliciting feedback, you can recognize and adapt to your manager’s and the organization’s expectations of you and discover prospects for larger responsibilities and promotions.

Your manager will appreciate your eagerness to openly communicate, improve, adapt, and contribute further. She will be more forthcoming in her assessment of your work and more likely to offer suggestions for improvement.

By understanding your manager’s expectations and priorities, you can secure the support and resources you need to achieve your goals. Keeping your manager informed helps foster dependability and build a stronger, mutually beneficial working relationship that helps you, your manager and the organization.

Wondering what to read next?

  1. How to Improve Your Career Prospects During the COVID-19 Crisis
  2. Never Skip Those 1-1 Meetings
  3. Learning from Bad Managers
  4. Sucking up Isn’t a Requirement for Success
  5. Bad Customers Are Bad for Your Business

Filed Under: Career Development, Managing People Tagged With: Feedback, Managing the Boss

Respect People for Who They Are

September 13, 2008 By Nagesh Belludi 1 Comment

“Respect People for Who They Are, Not for What Their Titles are”

In “The Best Advice I Ever Got” article in Fortune magazine, Herb Kelleher, founder and recently-retired Chairman of Southwest Airlines, discussed the importance of respecting and trusting people.

“One piece of [my mother’s] advice that always stuck in my mind is that people should be respected and trusted as people, not because of their position or title. Frequently, position or title did not reflect the true merits of a person.”

“Thanks to her advice, in the business world I try not to judge anyone by superficial standards. I try to approach them with an open mind. I’m very interested in their ideas. … You ought to be open to listening to people. Show that you care about them as individuals, not just as workers. You know how some people are always looking over your shoulder to see if there’s somebody more important behind you? Well, one of the things that I’ve tried to do–if I’m talking to a person, that person is the only person in the world while we’re talking. They’re owed that.”

[Note: Image of Herb Kelleher with mechanics courtesy of Southwest Airlines]

Call for Action

Our personal and professional lives are not solo acts. Every endeavour includes an active involvement and support of the people in our lives: parents, spouses, children, friends, bosses, employees and peers. Respect and trust are the foundation of connecting with people and building relationships. As managers and leaders, respect for people is fundamental to engaging them and getting things done. Yet, we live in a world obsessed with judging the significance of individuals based on the superficialities of appearance and social order.

  • Have an open mind. Accept people for who they are and respect their individuality.
  • Develop your listening skills. When listening to another person, think that he or she is the only person in the world.
  • Be compassionate and kind. Never treat people as a means to an end.

Wondering what to read next?

  1. How to Stop “Standing” Meetings from Clogging Up Your Time
  2. Why Your Employees Don’t Trust You—and What to Do About it
  3. Fear of Feedback: Won’t Give, Don’t Ask
  4. David Ogilvy on Russian Nesting Dolls and Building a Company of Giants
  5. Competency Modeling: How to Hire and Promote the Best

Filed Under: Managing People Tagged With: Great Manager

Never Surprise Your Boss [Managing Your Boss #2]

August 20, 2008 By Nagesh Belludi Leave a Comment

Bosses Dislike Surprises–Positive or Negative

The world of work is awash with relentless changes, troubles and crises. In the midst of these uncertainties, your boss does not need surprises from you or any of her employees.

Bear in mind that your boss’s output is the aggregate of the outputs of all the members of her organization. She must be in complete control of her goals and be able to answer her boss’s questions about the status of her organization’s projects and progress made on the latest crises. Consequently, she does not expect to be blindsided by good or bad news on your projects. She needs to know the status of each of your significant projects, and the challenges and opportunities therein.

Keep Your Boss in Line

A surprise is simply the difference between a previously-identified goal of a project and its apparent result. Give your boss a heads-up: have a conversation with her about forthcoming opportunities or mounting problems as soon as you perceive these variations in the output of your work.

Suit your boss’s preferred style of communication. If she is organized and detail-oriented, she may prefer comprehensive written reports itemizing the status of your projects, financial expenditures, and, performance against set goals and budgets. In contrast, if she is informal and perceptive, she may just need you to summarize the status of your projects in an email each week.

Pre-wire Your Boss Prior to Meetings

In meetings that include your boss, her boss, peers or customers, never introduce a contentious topic or discuss positive or negative details of your project without preparing your boss ahead of the meeting.

Make it a habit to meet with you boss prior to such meetings, show her drafts of your presentations and seek her comments and inputs. By ‘pre-wiring,’ or, discussing your findings and recommendations with key decision-makers ahead of a group presentation, you ensure their support for your conclusions and avoid surprise reactions or disagreements. See my earlier ‘Ideas for Impact’–article for details on the technique of pre-wiring.

Be the First to Let Your Boss Know

As a rule of thumb, your boss should first learn about any surprise from you–not from her peer, her boss, customer or consultant. Recognize that, occasionally, you may not have discussed certain facts or figures with your boss solely because these details appeared irrelevant or unimportant to you. However, others may be experienced enough to foresee the consequences and, much to your chagrin, bring up the details with your boss. If your boss asks, “Carrie from accounting told me … why you didn’t tell me that?” acknowledge that you did not foresee the consequences. Learn from your lapses and discover how you could read such trends.

Clarify Mutual Expectations Early and Often

If you see a need to reassess your goals and priorities on a project, bring it to the attention of your boss. Involve her in evaluating the challenges so that she feels just as accountable in redefining your common goals and priorities. Be prepared to clarify your thoughts and offer alternative solutions.

Realize that It’s a Matter of Trust

The relationship between you and your boss is a sensitive one–one that hinges on mutual cooperation, credibility and trust. Trust is a virtue that depends on the predictability of your behavior, honesty and dependability. If you surprise the boss repeatedly without forewarning, she may begin to mistrust you.

Concluding Thoughts

Your boss is important to you because she is the primary source of approval of your work. And, the relationship with your boss is a critical aspect of a favorable work atmosphere and your job satisfaction.

Success in building a relationship with your boss does not come easily. It begins with recognizing that this relationship hinges on open communication, cooperation, and credibility. The onus is on you to effectively manage this key relationship and achieve the best results for yourself, your boss and the organization.

Never keep your boss in the dark.

Wondering what to read next?

  1. The High Cost of Winning a Small Argument
  2. Be Proactive and Seek Feedback from Your Manager
  3. Never Skip Those 1-1 Meetings
  4. Learning from Bad Managers
  5. Don’t Use Personality Assessments to Sort the Talented from the Less Talented

Filed Under: Managing People Tagged With: Managing the Boss

‘Stealth’ Layoffs and Employee Morale

June 28, 2008 By Nagesh Belludi Leave a Comment

‘For Wall Street Workers, Ax Falls Quietly’

Last month, the New York Times reported about ‘stealth’ layoffs in the financial services industry. The story refers to a trend of Wall Street firms downsizing their workforces by laying people off without formal announcements. It appears that, at these firms, managements rarely discuss layoffs in meetings or formal communications to preclude negative publicity. As a result, employees cannot easily identify what divisions are targeted for layoffs or whether they’ll stay or go.

Here are excerpts from the “For Wall Street Workers, Ax Falls Quietly” story.

  • Some bosses hardly say a word after people are fired. At Citigroup, Goldman Sachs and Morgan Stanley, for example, the first clue that someone is gone can be e-mail messages that are returned to senders from a former colleague’s inactivated corporate address.
  • Some Lehman Brothers investment bankers found out their jobs were in peril when they saw cardboard boxes and dumpster bins in the hallways in March.
  • And when Bank of America dismissed some bankers recently, it told them that their annual bonuses had been almost wiped out and that their personal belongings would arrive in the mail.
  • “Nobody knows who is coming in; nobody knows who is going out,” said JoAnne Kennedy, who was laid off by JPMorgan Chase this year. “They want to keep it all as quiet as possible.” In January, when Ms. Kennedy was temporarily out of the office at JPMorgan because of surgery, her boss called to say her job had been eliminated. She did not return to her office and ended up asking the bank to send her the photos of her son that she kept on her desk. [Note: Reorganized]

Impending Layoffs Initiate Distraction and Poor Employee Morale

Portait of Ben Bernanke, Chairman of the US Federal Reserve, with the caption 'Big Ben, We're Totally Screwed' After about five years of terrific across-the-industry performance and sky-high compensations, the financial services sector is presently reeling in a downturn—triggered by the sub-prime crisis, credit crunch and stunted returns in capital markets. Under present circumstances, Wall Street firms can justify downsizing their workforce. Still, the trend of ‘stealth’ layoffs amounts to unfair treatment of employees. Ironically, it is likely that these very companies publicly pride themselves on the talent of their workforce and boast “our people are our most important assets” in annual reports.

The practice of ‘stealth’ layoffs establishes an environment of mistrust and apprehension. Employees cannot focus on their work, speculate on ‘who is next,’ and prepare themselves for a potential dismissal. Employees may even hesitate to take vacations for fear of returning to a dismissal. The end result is poor morale and possible defections of talented people to competing firms.

[Image above: A portrait of Ben Bernanke, Chairman of the US Federal Reserve, with the caption ‘Big Ben, We’re Totally Screwed’ in reference to the sub-prime crisis. I photographed this portrait across from the New York Stock Exchange (NYSE) in November ’07. The artist had placed this portrait on auction at eBay.]

Layoffs are Never Easy

Often, business decisions entail some pain. Layoffs are never easy—for executives of a large organization facing the need to downsize by thousands or for a manager trying to dismiss one of his/her employees. Habitually, managers dread the prospect of facing employees being dismissed. Formal top-to-bottom communication and candid conversations with affected employees are obligations of the management. Employees being dismissed rightfully deserve to hear a respectful and honest assessment of the reasons for layoffs. They merit an offer for support through the transition and in pursuing employment elsewhere. This is the essence of true corporate character.

Wondering what to read next?

  1. Can’t Ban Political Talk at Work
  2. Job Crafting: Let Your Employees Shape Their Roles
  3. Should Staff Be Allowed to Do ‘Life Admin’ at Work?
  4. Don’t Manage with Fear
  5. How to Handle Employees who Moonlight

Filed Under: Managing People, News Analysis Tagged With: Human Resources

Effective Delegation: Delegate Outcomes, Not Just Tasks

June 20, 2008 By Nagesh Belludi 3 Comments

Delegating Outcomes

Delegation, the art of getting things done through other people, is one of the key building blocks of effective management. Managers who cannot delegate effectively tend to lack the time for their key responsibilities and often fail to manage their team well.

When managers ask a team member to do something, they usually describe the tasks in terms of specific methods/actions. Executive coach Barry Zweibel describes the pitfalls of this common approach.

When we delegate tasks–that is [discuss] assignments in terms of processes or steps to take–we run the risk of people doing exactly what we say, but still not getting the job done as we hoped. But if we delegate desired outcomes–that is what we want to result from the assignment–it’s more likely that that’s what will be accomplished.

Barry presents three examples:

  1. When a customer complaint needs to be addressed, instead of “Here, go talk to this person,” try, “Here, go make this customer happy again.”
  2. When a vendor order needs to be expedited, instead of “Here, go track this order,” try, “Here, go insure the successful – and timely – delivery of this order.”
  3. When recent sales figures are below expectations, instead of “Here, go research this report,” try, “Here, go determine what needs to be done to get these numbers back on track.”

Call for Action

Clearly, by delegating outcomes–with the authority and resources needed,–you enhance a team member’s responsibility to get the job done.

  • By explaining the outcome of an assignment in reference to the relevant context, you broaden the team member’s perspective on the problem. This increases his/her ability to absorb the assignment and be an integral part of the outcome and the consequent achievement.
  • Do not tell a team member what actions to take or how to complete an assignment. This approach fof micromanaging work is not empowering–it certainly limits the team member’s initiative. Give him/her an opportunity to own the assignment and work in his/her own unique way.
  • If the team member asks for advice on what steps to take, offer a few options and allow him/her to choose the appropriate option. In general, people hate to be told what to do. Thus, providing a few options empowers the team member to explore these options further and decide on the best path by himself/herself.

The key to effective delegation is to approach delegation as an offer to present to a team member, not a demand to be made. Delegating outcomes–not just tasks–helps managers skillfully present assignments to their team members and empowers them to get the job done.

Wondering what to read next?

  1. Making It Happen: Book Summary of Bossidy’s ‘Execution’
  2. How to Stop “Standing” Meetings from Clogging Up Your Time
  3. How Can a Manager Get Important Things Done?
  4. How to Help an Employee Who Has Too Many Loops Open at Once
  5. Commitment, Not Compliance

Filed Under: Managing People Tagged With: Delegation

The Risks of Qualifying Your Apologies

May 16, 2008 By Nagesh Belludi Leave a Comment

In our personal and professional lives, our reactions and follow-ups to errors and missteps reflect greatly on our character. Previous blog articles [1] and [2] have discussed the importance of recognizing our slip-ups, expressing regret and saying ‘Sorry.’

Quite often, when we apologize, we tend to add details to our apologies: we may provide an explanation, or try to account for the circumstances that led to our errors or missteps. In other words, we sometimes tend to qualify our apologies.

Trying to qualifying apologies can dilute the sincerity of our apologies.

Risk: Trying to offer excuses or justify behavior

Take the example of yelling at your spouse when she was late to pick you up at the airport. The next day, you like to apologize for yelling at her. All you need is a simple, “I am sorry I yelled at you yesterday. I shouldn’t have.”

You may attempt to qualify the apology by adding, “You know, I had been traveling for five hours. I was hungry and tired.” Though your reasons for being upset were probably justifiable, your spouse may sense excuses or justification for your yelling. Including reasons with the apology statement may make your spouse question the sincerity of your apology.

Risk: Trying to transfer blame

Suppose that you promised to watch a movie with your spouse on Valentine’s Day. However, your boss asked you to attend a late-evening teleconference with an important international client. You could not go home in good time for the movie. Your spouse is upset. All you need to say is, “I realize I am late for the movie. I regret I did not excuse myself from the meeting early. I am sorry. Shall we watch the movie on Friday evening?”

If you try to qualify the apology by stating, “It was my boss who asked me to attend the meeting. He is unreasonable. I wish he had asked me earlier. We could have planned accordingly.” Clearly, this is an attempt to blame the boss for not being able to say ‘no’ to the late-request from the boss. You spouse sees it as an attempt to draw attention to your helplessness at work and deflect the blame.

Concluding Thoughts

The secret to sincere apologies is to keep your apology-statements straightforward and short. Do not attempt to explain or rationalize your behavior–these just dilute the sincerity of your apology.

Related Articles

  • How to express regret and apologize
  • Expressing regret or apologizing: A critical component of leadership

Filed Under: Effective Communication, Managing People

What to Do When You Forget a Person’s Name

May 6, 2008 By Nagesh Belludi Leave a Comment

Remembering names is an important social skill—mastering this skill can offer a distinct advantage in your professional and personal lives. Previous blog articles discussed a 5R (Resolve, Review, Relate, Repeat, Record) technique to help remember names and a technique to remember names around tables in meetings.

Apologize and Ask

Despite your best efforts, on occasion you may not be able recollect the name of another person, even if you were introduced minutes earlier. In such cases, simply ask, “I am sorry, I forgot your name.” Do not elaborate or try to qualify. Alternately, ask for the person’s business card if appropriate

Another familiar situation is when you run into someone you know–you can remember several details of the person and your prior interactions,–but cannot recall the person’s name. This person may assume that you know his/her name and hence may not self-introduce. You may go through an entire conversation trying to call to mind this person’s name. Simply say, “Forgive me. I remember we met at last year’s sales conference. I can remember everything about you, but, I can’t recall your name. Could you please repeat it for me?”

Introduce a Third Person

Yet another technique is to introduce a third person. Say, at an office holiday party, you fail to remember the name of a colleague. Turn to your colleague and say, “I don’t think you have met my husband, Frank.” Frank and your colleague exchange greetings: “Hi, I am Frank. Nice to meet you.” Your colleague reveals her name: “Hi, I am Isabella David.”

At any rate, avoid embarrassing yourself by using an assumed or a wrong name. Apologize and ask the person to state or confirm his/names.

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  1. Flattery Will Get You Nowhere
  2. Office Chitchat Isn’t Necessarily a Time Waster
  3. How Small Talk in Italy Changed My Perspective on Talking to Strangers
  4. “But, Excuse Me, I’m Type A”: The Ultimate Humblebrag?
  5. Unreliable Narrators Make a Story Sounds Too Neat

Filed Under: Managing People, Sharpening Your Skills Tagged With: Etiquette, Interpersonal, Social Skills

Manager Tools’ Feedback Model

February 23, 2008 By Nagesh Belludi 2 Comments

Preamble

The last two articles discussed the popular ‘sandwich technique‘ for giving interpersonal feedback. The first article introduced the sandwich feedback technique. The second article critiqued this method and discussed three common mistakes that render the sandwich technique ineffective.

This follow-up article will introduce an effective feedback technique and list links for further information.

This article focuses on manager-to-employee feedback. However this feedback model can be the foundation for giving feedback in other interpersonal contexts as well—between peers or between spouses, for instance.

The Manager Tools Feedback Model

Manager Tools is a widely-admired suite of management techniques to help shape effective managers and leaders. The weekly podcasts on this site feature Manager Tools’ principals, Mark Horstman and Mike Auzenne, discussing their tools and tips to help audiences advance their managerial and leadership skills. The discussion forums are useful as well.

Perhaps the most popular and most effective of the Manager Tools ideas is the effective feedback model. Here is a summary of the four steps in this feedback technique.

  1. Ask an employee whether they are open to some feedback. Example: “Jack, may I give you some feedback?”
  2. Describe specific behavior you saw, heard, or read about. Example: “Jack, when you roll your eyes in meetings when others talk; when you say “you guys don’t get it”; when you come late to meetings and leave in the middle…”
  3. Describe the impact of the behavior. Once you have described what you observed, tell them what you felt or what impact it had on the company, project, or team. Example: “Jack, when you roll your eyes and tell others they “don’t get it”, here’s what happens. We lose good people. You lose opportunities you want, like that last move that you didn’t get.”
  4. Discuss next steps. Even with affirmative (positive) feedback, state “Good work. Keep it up.” For corrective (negative) feedback, ask open-ended or leading questions to encourage the employee to suggest change. Example: “What can you do about this? How can I help you?”

Further Information

Here are links to podcasts and references for further information on the Manager Tools effective feedback model.

  • Effective feedback model: podcast on the four-step technique and the corresponding summary sheet.
  • Podcast on frequently asked questions on the effective feedback model
  • Podcast on tailoring feedback to distinct employee communication styles.
  • Podcast on adapting the feedback model for giving feedback to peers.
  • A list of podcasts for advancing managerial and leadership’s skills.

Call for Action

Feedback is a central component of the manager-employee relationship. Employees get better at their jobs only when their managers give them timely, relevant and forthright feedback—both affirmative and corrective feedback.

Use the Manager Tools feedback model to enhance your feedback skills and communicate effectively with employees.

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Filed Under: Managing People Tagged With: Conversations, Feedback

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About: Nagesh Belludi [hire] is a St. Petersburg, Florida-based freethinker, investor, and leadership coach. He specializes in helping executives and companies ensure that the overall quality of their decision-making benefits isn’t compromised by a lack of a big-picture understanding.

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Unless otherwise stated in the individual document, the works above are © Nagesh Belludi under a Creative Commons BY-NC-ND license. You may quote, copy and share them freely, as long as you link back to RightAttitudes.com, don't make money with them, and don't modify the content. Enjoy!