Author Topic: Quick Perspective  (Read 2429 times)

Quick Perspective
« on: November 19, 2018, 08:40:43 am »
Hi all, I would post this on Ask a Manager but wanted quicker feedback.

I manage a team of people.  There is a role that is more Senior to the role of the members of my team which does not report to me or my boss.  My goal for my team (if they wish) is to have them advance into that Sr. role.  It is a great career progression for them.

My boss went away on a work trip with someone in this Sr. Role.  Together they decided to contact a member of my team, Evangeline, to ask if she would be interested in taking on some of this Sr. level work.  She checked and found out they had not mentioned this to me, but wanted to gauge her interest first.  She called me because though it's really exciting, she was uncomfortable discussing it without me being informed. 

I am first and foremost excited for her. It's fantastic, in fact!

But also trying to figure out what to say to my Director, if anything at all.  This happened to him once also and he was madder than a wet hen!  He's a good guy and generally I really like working for him.
« Last Edit: November 19, 2018, 02:10:50 pm by Hanna »

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Re: Quick Perspective
« Reply #1 on: November 19, 2018, 09:05:39 am »
I don't think we know enough about the structure of your company. That said, I don't know that the director did anything wrong. Unless you are supposed to be involved in hiring for the Senior position, there really is no reason to discuss it with you. When and if you lose an analyst for whatever reason (moving away, going to another company....being promoted to the senior position), that is when you would need to be consulted. It's not like you could prevent one of "your" analysts from taking another job.

I understand that apparently people felt awkward with you not being consulted or in the loop, but I don't really see why you would be based on what you have told us. Personally, I would let this go.

Re: Quick Perspective - already an update.
« Reply #2 on: November 19, 2018, 09:50:43 am »
Already have an update:  My Director stopped by and let me know that this Sr. person reached out to my team member without his consent, and that he was bothered by it also. Sr. guy does not report to him, either so it is technically against policy for this guy to have done what he did by approaching her without an OK from one of us.   

This happened Friday while my boss was traveling. But we both agree it's a neat opportunity for her and we do want to make it happen.  So we will sit down next week to discuss the details and plan how it will work with her current duties.  She will remain under my management and we will figure out how to fit in some extra duties.   He really is a great boss.



« Last Edit: November 19, 2018, 02:11:23 pm by Hanna »
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Re: Quick Perspective - already an update.
« Reply #3 on: November 19, 2018, 09:58:54 am »
Already have an update:  My Director stopped by and let me know that this Sr. person reached out to my team member without his consent, and that he was bothered by it also. This guy does not report to him, either so it is technically against policy for this guy to have done what he did by approaching her without an OK from one of us.   

This happened Friday while my boss was traveling. But we both agree it's a neat opportunity for her and we do want to make it happen.  So we will sit down next week to discuss the details and plan how it will work with her current duties.  She will remain under my management and we will figure out how to fit in some extra duties.   He really is a great boss.

I am not following the green bolded. What is the policy?

Re: Quick Perspective
« Reply #4 on: November 19, 2018, 10:03:09 am »
I guess I'm really of the opposite opinion of OP on this...

I actually think it is best to *not* involve a person's direct manager when presenting a potential career step. They need time to consider it without concerning their supervisor, who may or may not have their best interests in mind. They can choose to bring their boss into the loop if they want, and it sounds like that's what happened here.

It makes sense to me that the individual was approached with an opportunity rather than her boss, just as a standard of practice. I also think that approaching you before approaching Evangeline would have been disrespectful to Evangeline. I believe this, having been in all 3 roles in this situation. 

ETA: after reading the update, I have to add that standards of practice can vary from place to place. We may just work in two different business cultures!
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Re: Quick Perspective - already an update.
« Reply #5 on: November 19, 2018, 10:21:38 am »
Already have an update:  My Director stopped by and let me know that this Sr. person reached out to my team member without his consent, and that he was bothered by it also. This guy does not report to him, either so it is technically against policy for this guy to have done what he did by approaching her without an OK from one of us.   

This happened Friday while my boss was traveling. But we both agree it's a neat opportunity for her and we do want to make it happen.  So we will sit down next week to discuss the details and plan how it will work with her current duties.  She will remain under my management and we will figure out how to fit in some extra duties.   He really is a great boss.

I am not following the green bolded. What is the policy?

We are not allowed to recruit internally without discussing with the other managers involved first.  If there is a role open anyone can apply, but we cannot recruit.  However, this Sr. guy doesn't manage anyone and has no reason to know this. If my own boss decided to move people around under his chain of command, he certainly has a right to do so.  But if he started doing that without my involvement it would really erode the trust we have built.  It would make it difficult to meet my responsibilities with a reduced staff and while I am willing to do that if I know the thought process behind the changes, if I had to do so with no discussion at all it would be frustrating.

I have more info now and it is actually just specific set of duties that Sr. guy wants to pass to Evangeline.  We definitely do not have the right to ask people that report to other people to take on extra responsibilities without going through their manager.  And particularly when it is exciting work, asking without first checking with the manager for approval is a bit like offering a child a puppy without the parents' approval.  He cannot know if it is possible for her to fulfill her own obligations while fitting this in, or what the repercussions would be to my team.

Just found out that Sr. guy apologized to her this morning for not speaking to me first. He said he realized it wasn't the right way to go about this.

Anyway, it will all work out, and it will be really good for Evangeline, and ultimately for the company.
« Last Edit: November 19, 2018, 11:46:02 am by Hanna »

Re: Quick Perspective
« Reply #6 on: November 20, 2018, 02:32:23 pm »
I just completely changed my opinion on this!

Turns out Sr. Guy is talking about retiring, and wanted to see if Evangeline is interested in learning his role. In this case, it makes total sense that he would speak to her first, to gauge her interest first. 

I really hope this works out! She’s a great fit for the job and I’d love to see her advance like this.

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Re: Quick Perspective
« Reply #7 on: December 03, 2018, 01:16:00 pm »
So glad this worked out, and that you are lending your support to this person in such a positive way.

If it were to happen again with someone different, I'd email that person, copying your boss, and just acknowledge what an exciting and positive opportunity it is for your direct report. It's a way to declare your professional "authority" (for lack of a better word) in the matter without using language that comes across as territorial or negative.

That's a great idea!  We ended up sitting down together and discussing (boss, me, other guy), and my boss asked me to put the parameters around it.  This work will really come under my responsibility once my team member is trained, meaning if she left, I would have to figure out how our team could continue to manage the work.  I made it clear that I want clear training, documentation and then cross training for at least one other person on the team.  Also a heads up any time it might take more than a few hours out of her time within a week.  Everyone agreed this was a good path.  They are actually training together right now.  She's really excited!

Also, my boss is just great!