Walking out of a meeting with a client…

‘Meetings, meetings, meetings!’, a delivery leader exclaimed irritably after a session with a client who had given them the verbal hair-dryer treatment about an imminent milestone and its associated payment. ‘They don’t want to pay, even though we’ll have met the milestone in full’, the leader grumbled before berating themselves for not having walked out of the meeting. The Badger smiled. Memories of his own difficult meetings with clients came flooding back.

Notwithstanding the comprehensive training in meetings and negotiations that companies provide, it’s real experience in difficult client meetings that hones your  approach to getting the right outcome. The Badger’s approach developed over the years to have essentially three things at its core. The first was that the client is not always right, and that being in command of irrefutable facts, and using them calmly, consistently, and assertively rather than petulantly and confrontationally, is crucial to getting the desired outcome. The second was mental resilience, to have as much background to the client’s position as possible, and to decide tactics that are unwaveringly focused on the desired outcome, before the start of the meeting. The third was to always have a walking out option in the kitbag as a weapon of last resort, but not for use to assuage personal ego or frustration.

Had the Badger ever walked out of a client meeting, the delivery leader asked? Yes, but rarely. One occasion was some months after a system with a fractious delivery history had become operational with a client’s end-users. The meeting was to a) formalise that the delivery contract’s deliverables had all been delivered, and b) that the client would make the final payment due and close the contract. It should have been a formality, because the client’s staff had already confirmed everything had been delivered to contract and to their satisfaction. Item (a) was indeed confirmed at the meeting, but the client refused, without giving any reason, to pay the outstanding money.

During a break, the Badger and his team agreed we were wasting our time because the client had no intention of paying. After the break, the Badger asked the client to confirm that although no contractual deliverables remained, they would not pay the money due. They confirmed this, and the Badger got up and left followed by his team. The shock on the client’s team faces was palpable. It was not something they’d anticipated!  Payment was received three days later after the Badger’s CEO phoned the chairman of the client’s Board of Directors to complain and threaten litigation if users continued to use the system.  

With a twinkle in their eye, the delivery leader looked at the Badger, grinned broadly, and said ‘I was wise not to have walked out. If I had, the client might have thought I was a petulant, over-sensitive, snowflake with no backbone’.  The Badger laughed aloud…

‘Why haven’t we learned lessons from other problematic projects?’

Early in the Badger’s career, when he was part of a team sorting out a large software and systems project with serious problems, the CEO of the time angrily asked the line manager responsible for the project ‘Why has this happened? Why haven’t we learned the lessons from other problematic projects?’. The line manager’s answers were ill-considered waffle and only served to ratchet up the pressure from, and antagonise, their boss.  

At that time, projects involving anything IT related were notorious for serious timescale and cost overruns. IT was a young, rapidly growing industry, and software development was seen as black magic performed by very clever people. Disciplined software engineering processes were rudimentary, and most programmers were graduates from enormously diverse STEM-subject, rather than computing, backgrounds. The Badger’s first software team leader, for example, had a Civil Engineering degree and a master’s degree in Water (sewage) Treatment!

In the decades since,  IT companies have improved and evolved their management and  engineering policies and processes – their ‘company manuals’ – because it was necessary to stay in business. Today, a continuous improvement ethos that feeds lessons learned into policies, processes, and practices is a norm, and software and systems engineering is more standardised and rigorous. Companies still have troublesome projects, but there are fewer of them, and they are detected earlier and addressed faster.

And so, the Badger’s interest was piqued recently when he heard a CEO calmly ask a line manager the same questions as above. The line manager answered with three points that struck a chord with the Badger’s own experience. The first was that in recent years annual staff turnover of between 12 to 15% had diluted the continuity of knowledge because nearly half the workforce had changed. The second was that clients want the capabilities of evolving innovative technology much faster and cheaper, which means that projects can encounter more skill and experience issues than envisaged at contract signature. The third was that feeding lessons learned into management and engineering policies, processes, and practices and embedding awareness in the workforce needed a greater company willingness for those who had lived the project experience to spend more time as ‘overheads’ rather than revenue earners.

The CEO calmly agreed, and then said something which also aligned with the Badger’s experience, namely ‘Our company’s policies, processes, and practices will never be perfect. If we want fewer project difficulties, then we must get project people to just talk more to each other and willingly share their experience’.  And there you have it. The fastest way to learn lessons is for people to just talk to each other. Projects depend on people, and people have different personalities, motivations, strengths, and weaknesses, and never do quite what you expect! That’s why troublesome projects will never be eradicated completely and continuous improvement is always a challenge.  

‘Leaders aren’t snowflakes that melt away under pressure…’

A new Group CEO arrived with a mandate to grow the enterprise and take it to a new level of performance and market success. They drove change from day one, quickly gaining a fearsome reputation for being tough, highly focused on business detail,  and being harsh on people. Unpopular change fuelled gossip across the workforce that the CEO was a self-centred, uncompromising bully who fired anyone who underperformed. Against this backdrop, the Badger, a young project manager, quaked in his boots when he heard that the CEO wanted to meet him and review his project.

The Badger quickly realised during this review that the CEO was professional, numbers and action-oriented, and relentlessly focused on achieving success. They could be charming but also very direct, and they demanded a high standard of performance from those they dealt with. They expected everyone to know the performance of their function, business unit, or project in detail. Many people found this intimidating because it was different to the approach of the CEO’s predecessor. The Badger survived the review. He learned that the CEO was not to be feared if a strong individual performance, an action mentality, and a robust grasp of the detail were conveyed. Was the CEO a bully? No, just a strong, direct personality with a difficult job who demanded the best from their staff.

Two weeks ago, the Badger met a forlorn young lady leading a team of software engineers for coffee.  It was her first team leading role on a long running project, and she confided that she felt she was being bullied and treated harshly by her project manager over the performance of her team. The Badger recounted the anecdote above, and recommended  that she consider possible parallels between the CEO and her PM. Last week she emailed to say that she’d upped her game, her dealings with the PM had improved, and that they weren’t a bully!

Yesterday the Badger and the young team leader met again for coffee. She was despondent. One of her team, a new University graduate, has complained to the HR function that she is bullying them. Shocked by the accusation, and concerned about HR’s involvement, she asked for some advice. The Badger told her not to become distracted, to let due process take its course, and to continue to demand high standards of performance from her team. She thanked the Badger for listening, and simply said ‘In the last two weeks I’ve learned that leaders aren’t snowflakes that melt away under pressure, that claiming something is true doesn’t make it true, and that you have to be tough, unemotional, and resilient to make things happen’. This young lady is learning fast from personal experience. She is developing the no-nonsense, resilient leadership attributes that our modern and rapidly changing world will always need.

Software updates and a ‘Smart’ washing machine…

A visit to a nearby UK home appliances retailer to browse washing machines proved unexpectedly fun. The Badger’s 10-year-old washing machine still works well, but groans, knocks, and squeals are becoming more prominent, and so it seemed prudent to do some succession planning. Having searched what’s available online, it seemed sensible to survey appliances in person, especially as there’s an out-of-town home appliances superstore nearby.

After arriving at the store and browsing the computers, peripherals, phones, and digital gadgets close to the entrance, the Badger navigated to the washing machines at the back of the store. It was quickly apparent that there were more costly ‘Smart’ models with network/internet connectivity/apps on display than traditional ones. A salesperson sidled up and drew attention to a ‘Smart’ model on special offer, extolling the conveniences that its ‘Smart’ capabilities provided. The Badger listened politely and asked, ‘How long does the manufacturer support the software?’. This flummoxed the salesperson who said ‘Never had that question before. Give me a moment and I’ll find out’. They disappeared and soon returned with a colleague, who simply said ‘a few years’.  The Badger, who wants a new washing machine to last around 10 years, was rather amused that they obviously didn’t know the answer to his question.

The Badger thanked them for the information and moved on to the TV section where nearly all the models on display were ‘Smart TVs’.  While marvelling at the picture quality of a high-end model, another salesperson asked if he had any questions. The Badger asked, ‘How long does the manufacturer support the software?’ Guess what, the salesperson went to find out and came back with the answer ‘a few years’.  The Badger chuckled and mentioned that an Amazon Firestick was therefore probably much better value! The salesperson swiftly moved to a customer showing real interest in making a purchase.

Software updates have been part of the IT/tech industry since its inception. Over recent decades, however, mobile and internet connected technology has not only put enormous functionality at our fingertips, but also progressively increased the need to keep the security  of connected devices up to date.  The need for, and frequency of, software updates has thus generally risen. But here’s the rub. Manufacturers often stop supporting their software  years before an equipment you’ve purchased is truly end of life.  The recently enacted UK Product Security and Telecommunications Infrastructure (PSTI) Act, however, is thus welcome progress towards making brands be more upfront about their software support

Smart’ everything, at a premium price, is becoming the norm, and so if you’re buying devices and appliances in a physical store then always ask about software support and compliance with the PSTI Act. Consider the response you get carefully, and remember, buy something that meets your real need, with your head not your heart.

‘Read Aloud’ is no match for the natural intelligence of the human brain…

Somewhere on your tablet, laptop, or desktop you may have created a folder or sub-folder to store general items that you think are interesting and might be of use at some stage in the future. The content may, for example, include information and pictures accumulated over time from websites, items from social media or streaming services, and interesting facts, figures, and slides from presentations given by others. If, like the Badger, you have such a folder then the content probably languishes there rarely used. That’s certainly true for Badger who this week came across a subfolder of old ‘that might come in handy’ items while doing some overdue hard-drive housekeeping.

Most of the subfolder’s old content was moved to the Recycle Bin, but one 15-year-old item from the internet was a reminder of the marvel that is the human brain. That item was simply the following paragraph of misspelt words. See if you can read it.

Fi yuo cna raed tihs, yuo hvae a sgtrane mnid too. Cna yuo raed tihs? Olny smoe plepoe can. I cdnuolt blveiee taht I cluod aulaclty uesdnatnrd waht I was rdanieg. The phaonmneal pweor of the hmuan mnid, aoccdrnig to a rscheeachr at Cmabrigde Uinervtisy, mneas taht it dseno’t mataetr in waht oerdr the ltteres in a wrod are, the olny iproarmtnt tihng is taht the frsit and lsat ltteer be in the rghit pclae. The rset can be a taotl mses and you can sitll raed it whotuit a pboerlm. Tihs is bcuseae the huamn mnid deos not raed ervey lteter by istlef, but the wrod as a wlohe. Azanmig, ins’t it? And you awlyas tghuhot slpelnig was ipmorantt!

The majority of people can read and understand this jumble, and the reason why is in the jumble itself. The human brain is magnificent.

On finding this item, and with Artificial Intelligence seemingly everywhere these days, the Badger wondered if the ‘Read Aloud’  function in Microsoft Word embodied ‘intelligence’ that matched his brain’s ability to read and speak the jumbled words coherently and correctly. After turning auto correct off to type the jumbled words into Word, hitting ‘Read Aloud’ on the toolbar resulted in the words being spoken exactly as written, that is in a babble as if they were an obscure foreign language! Clearly any artificial intelligence in ‘Read Aloud’ doesn’t match the natural intelligence of the human brain.

Artificial Intelligence (AI) is, of course, a broad field. It’s also a field in which marketeers liberally associate their products with AI when actually it’s an algorithm rather than ‘intelligence’ at the heart of their product. So, what does the Badger conclude from his simple test? Simply that even though AI seems to be a dominant theme at this year’s CES event in the USA, the human brain remains streets ahead when it comes to true intelligence. And long may that be the case…

Wisdom for a first-time Project Manager…

A book called ‘There’s a New Sheriff in Town: The Project Manager’s proven guide to successfully taking over ongoing projects and getting the work done was published recently, and the Badger, whose career centred on the many aspects of delivery in the IT business, is currently reading it. The book’s lengthy title, as it happens, also reminds the Badger of his very first assignment as a project manager, many, many years ago!

After working as an analyst-programmer and design authority on a number of sizeable software development projects, the Badger’s line manager took him to one side to say that his next assignment was to take over as project manager on a software and systems development project that was completely off the rails. The young Badger had no project management experience and expressed his surprise!  The line manager cited two reasons for why they had no doubt that the Badger was the right person for the job. The first was that the Badger’s character, experience, and latent capabilities were highly suited to sorting out the poor engineering and technical matters at the heart of the project’s problems, and the second was that most aspects of project management were always best learned on the job! Being thrown in at the deep end, they added, was nothing to be fear.  

Somewhat daunted, the Badger chatted to an experienced and consistently successful manager of difficult software intensive projects who gave three pieces of advice.  The first was ‘ You will fail if you fall into the trap of believing project management is about administering the processes in a project management handbook. It’s really about leadership, and showing the character, resilience, vision, drive, and professionalism to get the job done’. The second was ‘Most project management books are not written by people with a software or IT, so most are a distraction and won’t help get the job done or make you real project manager’. Things have moved on significantly since the time when there was a paucity of books about managing projects in the IT world, but the inherent not being overly distracted reading books still has some validity. The third point was ‘If you are replacing a current project manager who has lost the confidence of line management then remember that if you do what they did, you’ll get what they got!’  This was their way of saying be different, be focused, and be aware that you can be replaced too!

So, if you find yourself being appointed as the new sheriff in town on an ailing IT project, and it’s your first role as a project manager, don’t be fazed. Be a leader not just an administrator of process, be motivated to listen and learn, be focused, and know that these days there are books like the one above that can help by providing many nuggets of wisdom gleaned from experience…  

Think differently about your performance appraisal with your boss…

The reactions of people who’ve just had a performance appraisal with their boss varies enormously and also highlights how different we are as individuals. Personal reactions, of course, cover a wide spectrum. The Badger’s experience, however, is that while a person’s demeanour and body language says a lot about their reaction, most people share little more than the odd comment about their appraisal with others. There are always, of course, people who think they’ve been treated poorly and say so to anyone who will listen. In the Badger’s experience, such individuals tend to be self-centred, averagely talented, poor listeners, and they normally have egotistic or narcistic personalities.  These individuals, and those at the other end of the spectrum who are just downright lazy, unproductive, and permanently negative,  tend to share their displeasure widely and keep HR functions busy with claims of unfair treatment.

A youngster in their first job since leaving University 15 months ago whined to the Badger this week that their appraisal had been a shock and unfair. The youngster, hungry for rapid career and salary progression, unfortunately failed to recognise that they haven’t adjusted to working life as well as their peers. The Badger explained this, and in the course of doing so remembered some wisdom from a training course he attended many years ago. On that course, a behaviour expert, building on the sport coaching work of Tim Gallway, emphasised that we should think about individual performance using the simple equation ‘Performance = Talent – Interferences’. If someone has 100% Talent, then their Performance is never 100% because there are always Interferences from personal and/or organisational factors. Personal interferences come, for example, from lifestyle, health, family and/or caring responsibilities. Organisational interferences come, for example, from skill set mismatches with work role, adequacy of role definition, relationships with leaders and work colleagues, organisational bureaucracy, and factors like organisational dynamism and workforce stagnation if business growth is poor.

The behaviour expert’s key message was that everyone has Interferences, so no one can ever perform at 100%! Interestingly, they used the same equation to describe the performance of a company. In this case, Talent represents a company’s portfolio of  products and services, and Interferences are largely the policies, processes, and  controls that influence the delivery of the portfolio to clients. Bigger companies tend to have more Interferences than smaller ones, and no company ever performs at 100%, although clever accounting and expectation management often masks this!

So, think about your performance appraisal in the terms above. Your Talent is constant, so your Performance dips when Interferences rise. Eventually Interferences will reach a level that makes you feel like doing something different with your life. It’s very empowering when this happens, because it definitively changes the way you approach your appraisal with your boss.  

There’s no such thing as a grouchy old person…

The Badger has noted a rise recently in the ‘suggested for you’ items pushed to him on Facebook. Normally these items are simply ignored, but the other day when ‘Dumfries and Galloway! What’s going on?’ appeared as ‘suggested for you’ the Badger was intrigued. What had he been doing online recently that could make the algorithms behind the scenes conclude this might be of interest? After wracking his brain for a minute, the answer didn’t materialise. May be Facebook is desperately pushing anything to increase the time users stay on the platform? Perhaps, because user stickiness is, after all, core to social media business models, and Facebook will, no doubt, use whatever techniques it can to make money and counter waning user popularity.

The attention-grabber with the ‘Dumfries & Galloway’ item was simply the following headline text:   

‘There’s no such thing as a grouchy old person. The truth is, once you get old you stop being polite and start being honest.’

It made the Badger – who strives to be polite, honest, and never grouchy (although some may disagree) – chuckle, reflect, and realise that the sentiment conveyed by this text applies throughout our working lives and not just in our dotage.

Think back to when you left school, college, or university and entered the workforce. No matter how full of enthusiasm you were, you probably deferred to the views and decisions of colleagues ten or more years older than yourself because they were ‘old’ and more experienced. Now roll forward ten years to when you had married, acquired a large house mortgage, and perhaps a couple of young children. You were now part of the ranks at work that you once considered ‘old’, but you were still probably careful of openly disagreeing with ten-year older colleagues in senior positions to avoid putting your employment and salary income at risk.

Roll forward yet another ten years to when your mortgage is no longer a millstone, you have some financial security, and the children are finding their own way in life. You realise your career has plateaued, those ten-years older are retiring, that leaving the workforce is the next big personal milestone, and that you have nothing to fear from saying what you really think. Directness, impatience, and frustration come to the surface, and younger colleagues think you are just a grouchy ‘old’ person, which isn’t the case. You’ve just reached the part of the lifecycle where you realise that you can be completely true to yourself, and that politeness and saluting the corporate mast have their limits.

Always remember that throughout your career and whatever the role you have in your organisation, you are always ‘old’ to some. The ‘Dumfries and Galloway; What’s going?’ attention-grabber is a progressive truth, because there is no predefined age when you become ‘old’. It’s worth remembering that.

Troublesome projects…and Bertrand Russell

Line managers always get pressure from senior executives to take swift action when a project they’re responsible for experiences serious difficulty. Line managers, especially inexperienced ones, often assuage this pressure by quickly changing the Project Manager. This often-knee-jerk response doesn’t always fix the problem because although the new appointee may be conveniently available, they may not have the breadth of personal, commercial, delivery and technical characteristics needed, or be properly empowered. One of the Badger’s experiences of being appointed as ‘the new project manager’ by a panicking line manager proved not only to be reminder of the strength and diversity of character needed to turnaround a troubled project, but also a memorable introduction to Bertrand Russell.

The project in question was not meeting its contract with an international prime contractor who was delivering a huge strategic programme for their end customer. The Badger’s remit from the line manager was ‘fix everything’ because the finances are perilous, and litigation is looming. Senior executives from all the organisations involved had met in a last ditch bid to avoid an expensive, embarrassing, catastrophe for all concerned. They had agreed to leadership changes and so the Badger found himself appointed at the same time as a new opposite number in the prime contractor.

Our first engagement shortly after being appointed was at a meeting involving both of our respective incumbent team leads, ostensibly as an opportunity for them to air their thoughts and feelings about the contract’s difficulties. The two teams were polarised, divergent, defensive, inconsistent, and in blame mode from the outset! After a particularly fractious exchange, the Badger’s new prime opposite number called a halt for a coffee break and took the Badger to one side. The badger was asked if he was familiar with Bertrand Russell and two of his famous quotes, namely:   

  • The fundamental cause of trouble is that in the modern world the stupid are cocksure while the intelligent are full of doubt.
  • Collective fear stimulates herd instinct and tends to produce ferocity toward those who are not regarded as members of the herd.

The Badger said no. His counterpart then used these quotes to make the point that if we could both see the problems and resolutions but were full of doubt and worry about being different to our incumbent teams, then nothing would change, and litigation beckoned. We agreed that we were not stupid, not members of the herd, only focused on finding solutions, unmotivated by personal kudos, and that we expected to take  unpopular decisions. Following this conversation, we both did difficult things with our teams and the turnaround started.

So, remember this. To fix a troublesome project needs a focused and resilient character, intelligence and a breadth of skills, and some awareness of Bertrand Russell’s wisdom!Anyone full of self-doubt or worried about being an outsider is unlikely to succeed.

Returning to balance in supply chains…

Every commercial enterprise and every public sector organisation has a supply chain. When the supply chain works well no one really notices, but when it’s disrupted, for whatever reason, all hell can break loose unleashing all kinds of reactions, realisations, and changed behaviours to deal with the situation. The Covid-19 pandemic and conflict in Ukraine illustrate this rather neatly. They have shown to governments, businesses, and the general public alike, that global supply chains cannot be taken for granted, are  fraught with risk, and can have dramatic economic and inflationary impact when seriously disrupted.

Global supply chains are at the heart of the functioning of the developed world, and the Chartered Institute of Purchasing and Supply highlights some of their advantages and disadvantages.  Globalisation has meant greater exposure to the risk of economic, political, and financial instabilities, health and natural disasters, and to the logistics,  communication, security, and lack of direct control risks that come with far off places. This truth is plain to see as governments and businesses, and we as individuals, deal with the ramifications of the pandemic and geo-political events. It’s unsurprising,  therefore, that much is going on in governmental and business circles to return supply chains to some better balance in order to reduce risk and improve economic resilience. As pointed out here, supply chain reshoring, where this is possible, and the establishment of multiple supply paths with overtly ‘friendly’ countries are being actively progressed to improve future business and economic continuity.  

The Badger’s harboured a feeling for some time that our reliance on complex global supply chains was a problem waiting to happen, and that some kind of ‘event’ would force some retrenchment. It seems that the pandemic and Ukraine have been the trigger  ‘event’, but if this hadn’t been so then it was probably just a matter of time before climate-change weather disasters or military belligerence between superpowers had the same effect.  There have, of course, been global supply chains for centuries – think back, for example, to the Silk Road and the Spice Route. What’s happening in the world today is not their death, but a ‘returning to balance’ that should provide a more balanced, baseline template for the future.

Decades ago, the Badger ran a project that included building hundreds of bespoke computing devices whose LCD screens were produced by just one company in Japan. All went smoothly until the Japanese company unexpectedly stopped manufacturing the screens. The ramifications took months to sort out. The subsequent review and lessons-learned report not only highlighted flaws in the Badger’s company’s approach to managing suppliers the other side of the world, but also recommended that the company’s approach to international supply chains was overhauled to ‘return to balance’ . The phrase is worth remembering and seems very pertinent to what’s happening on the world stage with global supply chains today.