Ep 6 – Choosing the Best Changes to Your Task Management

There are hundreds of small ways you can improve your task management – just do a Google search. To be efficient, we want to focus our efforts on those changes which make the biggest difference, so we don’t waste time, energy and money. But how do we determine which changes are more important than others? What if we view our task management as a system rather than a set of disconnected parts?

Tune into this episode of the Task Management & Time Blocking Podcast to listen to me and my special guest, Art Gelwicks, as we solve this challenging problem together.

Get full access to Francis A. Wade at 2timelabs.substack.com/subscribe

How to Manage a COVID-era Ineffective Employee

Is there at least one staff member in your office whose lack of productivity has been exposed by COVID? Before the pandemic, you had a favorable opinion, in general, of the person’s performance. But once they began to work from home, their output plummeted. How should you intervene? Is it worth the time and effort?

The fact is, you may be in a bit of shock. In each company, there are employees with diplomatic skills who excel in social gatherings, are constantly active via email and get along with everyone. They’re always available to help, playing the role of a consummate corporate professional. Some dress and speak with authority, enjoying a first-hand relationship with members of the C-Suite.

However, working from home has been a breakdown for them. While you couldn’t imagine an office without their daily presence, the pandemic has taken away their ability to impress. Now, they are being judged solely by their most recent outputs. Unfortunately, since March 2020, you can hardly point to anything they have created of significance. While others have shined, they have disappeared.

As you look back, you wonder. The truth may be that their performance was always lacking. Perhaps they just didn’t keep up with technology. Or new knowledge. A few were living on past successes, reminding everyone of their historic value.

Sadly, you conclude that they had become experts in “keeping” rather than “doing” their job. Now, you must make a decision about their future. Here are some steps to follow.

  1. Get the facts

Oftentimes in Caribbean companies, low performance goes unflagged because managers are unwilling to have difficult conversations. The result? Years of performance reviews which produced stellar reports. In short, there may be no written record or warning of any issues whatsoever. Any discussions which hinted at a problem are, in the past, forgotten.

If this is the case, in the absence of any other information, it’s safe to assume that the employees have no idea they have fallen behind. While they may have personal, private suspicions, don’t speculate. Most employees care about doing a good job and have some degree of anxiety regarding their continued employment. Don’t presume an emotional state.

Instead, focus on the facts and separate them from any interpretations which you have added. If you need to write them down for the sake of clarity, do so. By the end, each factoid should pass the video-tape test: visible actions that could have been recorded if a camera were available.

If you recall incidents which took place before COVID versus those which showed up after, all the better. However, if you have no facts; stop. You can’t take further action until you can satisfy yourself (and others) that it’s all not just a figment of your imagination.

  1. Prepare for the Conversation

With the facts in front of you, take time to prepare to have a difficult conversation about what they mean. If you have never used a feedback model before, find one you feel comfortable with. I prefer the Observation-Impact-Suggestion framework as a kick-starter. It begins with the observed facts, continues with their impact, and concludes with a suggestion.

Practice this conversation opener with a colleague. Ask them for coaching to make it as effective as possible, even as they roleplay extreme reactions.

When the time comes, be ready to have a lengthy exchange with your employee to come to some sort of agreement on a way forward. Be prepared to help.

  1. Confront the Work from Home Reality

Beyond this individual’s performance lies the reasons why this discussion must be conducted in the first place. Performance management in most regional companies is weak, a fact which COVID has revealed. In response, some managers are itching to go back to the way things were, when they didn’t have to confront low-performers.

Make no mistake: the newly exposed low-performers also want to return to the safety of the office. Hence, both parties are in an awkward spot. But they will receive no mercy from the high-performers, who have found ways to motivate themselves during the pandemic. Freed from micro-management and wasteful commutes, they have shined brightly; some for the very first time.

What would it be like to have a full complement of self-motivated staff? If you commit to such an outcome, don’t simply lapse into business as usual, acting as if COVID was just an unwelcome interruption.

Instead, grasp it for the opportunity it is to transform the culture of your workplace. This bump in the road could be a catalyst for breakthrough results. Perhaps it’s an answer to your prayers.

How to manage a COVID-era ineffective employee

Is there at least one staff member in your office whose lack of productivity has been exposed by COVID? Before the pandemic, you had a favorable opinion, in general, of the person’s performance. But once they began to work from home, their output plummeted. How should you intervene? Is it worth the time and effort?

This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit longtermstrategy.substack.com/subscribe

Ep 5 – How to Beat a Productivity Improvement Slump

When you only had a small list of tasks it was easy to make improvements. You took your productivity in this area seriously, and you made some good changes. You expected to continue in the same vein indefinitely.

However, as you moved to the next level, and the next, it seemed to become harder to keep up the same pace of improvements. In fact, you may have felt like you were stalling. Compared to the early gains you had made, now…it was as if nothing were happening.

Tune into this episode as we explore this frequent problem which afflicts those who are most interested in continuous growth.

Get full access to Francis A. Wade at 2timelabs.substack.com/subscribe

Writing Strategic Plans an Inside Job

Can someone from outside your company create your organization’s strategic plan? After all, if your future depends on the quality of this document, shouldn’t you hire an expert to do the job? At first glance, this makes sense, but as you contract with an outsider to execute the task, you may have misgivings.

 

To see a catalog of all my past columns, visit blog.fwconsulting.com

This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit longtermstrategy.substack.com/subscribe

Writing Strategic Plans an Inside Job

Can someone from outside your company create your organization’s strategic plan? After all, if your future depends on the quality of this document, shouldn’t you hire an expert to do the job? At first glance, this makes sense, but as you contract with an outsider to execute the task, you may have misgivings.

As a consultant, I sometimes receive requests from potential clients (often via an RFP) to draft their strategic plan. It’s a bittersweet moment. While I’m happy to help, I also have a painful duty.

Now, I need to set about changing their mindset around the entire activity. Furthermore, I know something they don’t: these are non-negotiable. To be plain, if they refuse my efforts to change the definition of the project, I won’t work with them. What’s my reasoning for such a drastic demand?

  1. Strategic Plans Are Not Documents

While it’s the norm to equate a strategic plan with a document, the reality is quite different. It all has to do with where the document originates and what it’s intended to do.

The best plans lay out a very specific future. This is no 3-line vision statement with vague, undated aspirations which cannot be measured. Instead, it defines a detailed outcome and a realistic pathway to get there.

Ideally, its creation involves the top 10-18 leaders. Together, they seek to understand the current results and the external environment. Nowadays, this always includes the role of incipient and disruptive technology.

Once a baseline summary is created, a fresh, inspiring future can be defined. Usually, it’s selected from several possible candidates. Once the new vision is translated into numbers, it should be “backcasted” to the current year to produce a feasible

plan. This roadmap is converted into projects which are assigned to accountable individuals.

While there may be a document produced at the end of this process, it’s a poor facsimile of the hard conversations which preceded it. In retreats, we warn team members at the start: “Expect to make the 10 or so most difficult decisions needed to thrive in the future.”

Furthermore, they must do so with imperfect information. And they require courage to step into a world of uncertainty to declare a new Promised Land, even though they still live in Egypt.

As such, the document is optional – far less important than the final decisions, and the struggle to make them. Instead, the RFP I receive should focus on following rigorous, analytic steps as a team.

  1. There is No Real Delegation

However, there are companies in which the norm involves a CEO spending a weekend at a resort, locked away. During her hiatus, she writes the entire strategic plan. Her team receives the document on Monday morning.

One year, she may decide that she’s busy or needs outside input. She requests a quote from a consultant to perform the task instead. She explains: “My staff always agrees with the plan I come up with, and hardly give any comments. You should have no problem.”

When I share the bad news, she complains. “I just want you to write the plan, nothing else.” Is she making a mistake?

In a word, “Yes.” She hasn’t realized that her team has been left out of the process. Now, they are trained to give her “lip service.” They expect that by saying as little as possible, she’ll leave them to return to their operational, tactical jobs. Business as usual. They are “too busy to be distracted by strategic questions”, she complains.

By taking this path of least resistance, she makes a grave error. By relying on her strength alone, she under-estimates the need for their buy-in. Unless she’s in a tiny company, she actually needs them to do much more to succeed.

Instead, everyone in the leadership team should be engaged in crafting the strategic plan. This is the only way for the most important stakeholders to make challenging decisions. When she disappears for the weekend, she discounts their input.

Furthermore, she acts as if implementing the strategic plan involves no more than ordering people to play their part. This approach is far inferior to the alternative: involving the leadership team so that they can, in turn, engage others.

The bottom-line is, she’s been following a process that doesn’t work. Delegating it to an outsider only makes things worse.

If a consultant is employed, that may help. But the outside assistance shouldn’t diminish the challenge, it should only improve the experience and the final output.

True strategic planning, especially in these turbulent times, is no vacation-like exercise. It involves far more than prose. Instead, the stakes should always be high. The responsibility to confront tough choices and implement them lies with the leadership team.

Ep 4 – My Productivity is Limited By My IT Department. Help!

How do you stay productive when you work for a company that puts in place a policy which changes the way you manage your tasks? You want to be as effective as possible, but if they restrict access to the task management tools you prefer, you need some strategies to prevent unwanted mistakes from happening.

Tune into this episode of the Task Management & Time Blocking Podcast to listen to me and my special guest, Augusto Pinaud, as we solve this challenging problem together.

Get full access to Francis A. Wade at 2timelabs.substack.com/subscribe

Ep 3 – Why Failures in Task Management Are Actually a Good Sign

What do problems in your task management indicate?

When your task management system fails, you may feel a sense of letdown. You wanted it to work perfectly. But here you are looking at a reality you never intended.

Most of us would feel some negative emotions like guilt or shame. But there’s another approach to take altogether, which is based on a new way to think about these failures. What if there were a way to be empowered, rather than defeated, that has nothing to do with positive thinking. Tune in to this episode as we solve this challenging problem together.

Get full access to Francis A. Wade at 2timelabs.substack.com/subscribe

Why “Short-Term Strategy” is a Misnomer

Have you ever been stuck in a strategic planning session, complaining to yourself: “This is nothing more than a continuation of old, tired thoughts?” You need to intervene and somehow shift the level of thinking. But you don’t know what to say, and you certainly don’t want to make things worse. Do you suffer in silence? Or attempt to provide some leadership?

The truth is, you may already be someone who has been looking ahead and wondering why your company isn’t seeing the future the way you do. If you are, realize that this is uncommon. Most of your peers are fine going with the flow.

Want to be different? Don’t sit back waiting for a juicy, post-retreat “I told you so.” Instead, harness your commitment by challenging your team to think strategically. Here are some ways to steer the ship.

  1. Insist on planning for the long-term

Start by insisting that “strategies” are not the same as “tactics”. In this vein, there is no such thing as “short-term strategies”. Tactics should only exist to implement a strategic plan, which should always be long-term. While it’s entirely possible to engage in daily tactics without a strategy, it’s not likely to be sustainable. At some point, your lack of foresight will lead to actions which make things worse.

While some say they have a “long-term, 5-year strategy”, you should immediately object. Once again, there is no such thing. If asked, explain that a 5-year strategy is just a lazy extrapolation of past events, plus a few tweaks. It’s the easy way out – the path of least resistance.

However, this is the same thinking that dooms companies. There’s a reason GraceKennedy created a 25 year strategy in 1995 and subsequently left its competitors in the dust. Most can’t even remember who they were.

Remember Kodak? The reason Fuji (their arch-rivals) became a chemical company as Kodak went bankrupt is a case study in short verus long term thinking. In 2000, both were on top, but only 12 years later, Fuji’s pivot was paying off while Kodak was reaping the results of stale, tactical judgment.

The point of a long-term strategy is to future-proof the organization, and assure its ongoing success. That won’t come by restricting your thinking to the comfortable future, as Kodak did.

Instead, your company needs to look over the horizon and pick a destination. In other words, it must be like Columbus. Fellow sailors in the 1490s were afraid of sailing off the edge of the world. Today, managers are just as scared to craft plans too far into the future. Consequently, they limit their companies.

  1. Emphasize the next generation

Short-term planning also tends to be a selfish exercise, by default. After all, it’s only human to care about oneself first.

However, a team which creates outcomes 15-30 years in the future instantly turns on a switch. As if by magic, it automatically focuses on the next generation.

For example, a Caribbean company that intended to enter Latin America crafted big market-share goals. However, via detailed planning, they discovered they would need a headquarters in Miami. Over time, the corporation would become American.

After confronting this fact, they decided not to permanently disenfranchise future generations of Caribbean leaders. To keep the company in the region, they scaled back the plan significantly.

But even in the face of such useful thinking, some argue that technology is moving so fast that you can’t plan for it. However, in long-term planning sessions, teams learn that customer’s core needs don’t change. The only question they need to keep asking is, “How will they be fulfilled?”

In this context, technology changes the way customers’ unmet needs are addressed, so emerging innovations must be considered. But the overall goal of serving customers doesn’t change from one generation to the next.

Therefore, the main question to ask now is “Where is our company headed in the long-term, and what technologies and human capabilities should we invest in…today… in order to get there?” Good answers are hard to find, yet executive teams have no choice but to embrace the struggle. Why? In part, they will always have limited information. And disruptions have become a fact of life.

In the face of these limitations, you must still employ long-term thinking. As Churchill said, “Plans are of little importance, but planning is essential.”

The point of a long-term exercise is not to be correct. Or accurate. Instead, it’s to engage in the difficult planning and decision processes that can make or break an enterprise. As a participant in a session, it’s a worthy challenge to inspire your team to tackle.

Francis Wade is the author of Perfect Time-Based Productivity, a keynote speaker and a management consultant. To search his prior columns on productivity, strategy, engagement and business processes, send email to columns@fwconsulting.com.

Why ”Short-Term Strategy” is a Misnomer

Have you ever been stuck in a strategic planning session, complaining to yourself: “This is nothing more than a continuation of old, tired thoughts?” You need to intervene and somehow shift the level of thinking. But you don’t know what to say, and you certainly don’t want to make things worse. Do you suffer in silence? Or attempt to provide some leadership?

For past issues from 2010, visit https://blog.fwconsulting.com

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This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit longtermstrategy.substack.com/subscribe