The Professional – Just for the Record – Why Documentation is Required Practice When Managing People

wp-1703802505364293885935194685955If I may offer some gentle advice to any new manager or supervisor: document, document, and document. And if you are a veteran leader in people management, but have mistakenly failed to perform this required practice, well, it would behoove you to document, document, and document some more immediately. Trust, an otherwise quaint work environment can become as brutal as Game of Thrones at the drop of a dime. The emergence of deceit, politics, jealously, power struggle, manipulation, and outright hate would make Cersei Lannister a proud, blushing queen. Managing a wide array of unique personalities, you can trust that at some point a colleague is going to come at you sideways. And in the event when that occurs, it is paramount that you are appropriately armed with receipts. I am speaking about recorded documentation of events and conversations that can confidently address any allegation, accusation, denial, work violation, so on and so forth.

A comprehension record of critical incidents at work is vital, especially if human resources need to be involved in a delicate situation. Let me be perfectly clear, documenting either issues with productivity or behavior should not be utilized with the intent to terminate any employee. Rather, the purpose documentation is to articulate a clear timeline of events, set clear expectations of job performance, and ensure that everyone has the same knowledge of company policies, procedures, changes, upcoming events, etc. It is all about communication with the colleague. Unfortunately, it is also to protect yourself in case a colleague decides to go full Petyr Baelish (Littlefinger) on you – manipulating both facts and people to bring about your downfall. Nope, you have to go full Sansa Stark and start running those receipts until they have no room to wiggle out of their deceit and treachery. Alright, enough Game of Thrones callbacks, here are a few reasons why it is important to keep detailed notes when in the role of management.

  • E-mail timestamps are a beautiful thing to behold. It captures the date, time, and any recipients that have received the electronic transmission of important information. This electronic signature can be invaluable when someone attempts to muddy a timeline of events or outright deny something occurred. And to take it up a notch, configure the e-mail to request a Read Receipt, which notifies you when your e-mail has been delivered and opened by the receiver. Save that Read Receipt if ever a dispute arises with anyone revising history.
  • If you are communicating directly with a subordinate, and the conversation begs for a second set of eyes, blind copy your immediate leadership so they are aware of any worthy communication that should be captured. You never want your boss to be blindsided by a situation if a colleague decides to go rouge and torch the entire department. Your boss does not necessarily need to act on the matter. This exercise is merely a courtesy heads-up for awareness.
  • The work environment can be hectic with an ever-changing landscape of policy and protocol. Therefore, if you find yourself leading a team huddle or meeting, it would be wise to assign the task of taking minutes to a colleague so it can be distributed via e-mail (there’s that timestamp again). This is a step to make sure everyone is on the same page. However, you will STILL have that one employee that will deny they were told anything. Luckily for you, those minutes are a timestamped record that they were duly informed. And if not taking minutes, jot down a brief summary of the team discussion and e-mail accordingly.
  • You would be performing a great service to yourself, because even if you don’t have it committed to memory, understanding the company’s mission and vision should help guide your management style as a leader. Copy and paste that company doctrine and slap it on a desktop sticky note. What does that have to do with document, document, and document? Because, if the situation ever calls for corrective action (either verbal or written), you should be armed with HR policy and procedures at the ready to deliver to an employee. Used in tandem with the knowledge of the mission and vision, you should be able to confidently deliver any appropriate corrective action with the company’s own language in black and white. And by the way, even “verbal” corrective actions should be documented.
  • On the topic of corrective action, omit any personal feelings or opinion on the employee matter. Rather, speak specifically to either employee behavior or productivity in regard to how they are not aligned with the company policy or protocol. Focus on areas of opportunity for improvement. In regard to either behavior or productivity, there should not be any surprises, as a manager should keep the employee informed of both. A detailed capture of any check-ins/reviews should be provided to the employee.
  • Does your company utilize a messaging software platform such as Microsoft 365 Teams? If so, well yes, those communications should be captured and filed away in another application such as Microsoft 365 OneNote. If that is not available, you can go the old-school route and file it away in a desktop folder. And you can be extra cautious by printing out any communications and filing it away in a physical folder – in a secure location of course. Whatever internal messaging platform your company is using; this can be an excellent way to document any important information that should be noted.
  • Every situation will not need an immediate corrective action. However, it is important to take notes that detail an ongoing situation. Email those notes to yourself so that the date of the occurrence is recorded and timestamped. If you find yourself in a tense situation with a colleague, state that the present behavior does not align with company or department policy, indicate you will be discussing the situation with upper management, and if further action is required you will be in contact. And then kindly excuse yourself from the interaction. Immediately record the event while still fresh in your memory but give yourself time to cool off if you are rattled or out of sorts emotionally. It is tough, but remember, you simply need to record the occurrence and utilize company/department policy to support your recommendation (if any) for corrective measures.

The Polished Professional – The Man in the Mirror – Three Toxic Behaviors That Can Stop Your Career Advancement

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Hit dogs are probably going holler when they read this post. The purpose is not to offend; rather it is to enlighten. Because unfortunately, someone is currenting sabotaging their career right now with negative behavior. I just want to point out possible blind spots. Self-awareness is defined as having an understanding of your own thoughts, feelings, values, beliefs, and actions. For the purpose of this entry, the concentration will be on one’s actions, specifically in the work environment.

As an employee navigates the challenging terrain of the workplace, it is crucial to acknowledge and accept that one’s behavior has a direct influence over one’s career path. Therefore, a lack of self-awareness potentially deprives one of opportunities to identify areas in need of improvement and recognize how people around you react to your work ethic. Sometimes you really need to read the room. Have an honest conversation with yourself, do any of the points below describe how you act in the office? It just may be the reason why your career is stifled. Continue to read.

  • As an employee, you expend more time and energy attempting to exploit loopholes in company policies or undermine the organization as a whole by questioning every leadership directive out of spite. Being a staunch admirer of your own intelligence and skill; the sole goal is to outsmart the company or voice vigorous dissenting opinions – striving for maximum professional bedlam. Well, congratulations because you have officially branded yourself as either untrustworthy or cantankerous – maybe even both. And while your actions may not rise to the level of immediate termination; don’t expect career advancement any time soon. You are proving you do not align with the organization’s mission and vision. You do not add any value. And worst yet, you are most likely an exhaustive drain on leadership and your peers. And eventually, you just may be shown the door.
  • Your business is minding the business of your peers. And you never saw a bus too small to throw someone under. Yes, you are that type of employee that everyone despises. You are the type of employee that discloses private business offered to you in confidence. Your favorite hobby is snitching on fellow coworkers because you believe it elevates your status or perhaps you extract jollies from getting others in trouble. Sure, leadership may love gleaning valuable intelligence from their favorite informant, but trust, they will never elevate you above your current station. Your backhanded duplicitous nature does not exactly scream team player or leadership material. You lack respect from leadership and coworkers alike. You’re only useful at being used, and that is not position you should desire.
  • There is a clear distinction between being a righteous advocate for oneself and being a victim. Now, before everyone jumps all over me, yes, there are valid injustices in the workplace. And those occurrences should be identified and addressed accordingly. However, if you are repeatedly crying wolf absent supporting evidence & documentation to validate your assertions, your claims will lose credibility with each passing allegation. And honestly, the sad part is the aggrieved party knows full well that their grievances are without merit. Attention, good or bad, is still attention. Nevertheless, spoiler alert, no one likes drama. Work is already stressful. No one wants to welcome even more. Perhaps something more nefarious is afoot. Regrettably, perhaps it is just another ploy to work an angle for personal gain and subvert the system. This ties to the first bullet point above; lack of integrity and honesty is a surefire way to stall career advancement.

I understand there may be exceptions to the examples I listed above. However, odds are not in your favor if you embody any of the traits discussed here. Every now and again, one has to look in the mirror and determine if they are the source of their work problems and stagnant career. It may be difficult to confront yourself, but your growth and development will benefit in the long run.

The Polished Professional – Listen Up, I Have a Story to Tell – How to Create a Winning Narrative for a Job Interview

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To be absolutely certain, the most prolific hip hop artists in history display the innate ability to tell vivid stories – the art of storytelling as many call it. The Notorious B.I.G. Nas. Scarface. These artists were able to lyrically weave a tapestry of detail throughout tracks that transported the listener directly into the song. Undoubtedly, the experience leaves an indelible mark on the listener’s memory. Effectively describing the most minute facets and capturing the emotion of a situation; artful storytelling is a powerful tool that engenders engagement. That being stated, communicating an engaging story is not only a useful device in songwriting, it can also elevate a job interview above a fellow job seeker. When I have sought job opportunities, my interview style is conversational, detailed, and personal. I want the interviewer fully invested in my answers and my narrative.

And that is exactly what a candidate should be constructing – a compelling narrative; something not easily forgotten. Now, I cannot assign a hard number to the amount of job interviews that I have conducted or been involved in, but well into the hundreds is not unlikely. I have noted, over the course of many years and varying interviews, there are two distinct areas in an individual’s interview that tend to be flawed: the interviewer’s questions are not directly answered and the level of detail is severely lacking. The result is a bland, underwhelming experience that renders the interview forgettable, or alternatively, memorable due to the overall awful performance. Today, I want to offer some simple advice that may prove to be helpful while improving how you execute your interview.

6 Essential Tips for a Winning Interview

  • Without a doubt, the daily grind of employment will grant the gentleman a wealth of material for proper utilization during an interview. It is this information gathering that will lay the foundation for your interview preparedness. The gentleman would be wise to document specific work events that highlight teamwork, effective communication, critical thinking, and leadership. Microsoft OneNote is an excellent choice of software to gather and store this type of pertinent information. A manila folder, an electronic folder on your desktop, or Word document – whatever your choice for information tracking; ensure you are saving your notes.
  • Now that you have gathered all relevant information that demonstrates why you deserve the position, it is time for the next step in your job preparedness. A gentleman must now organize his thoughts, commit those selected work events to memory, and practice his delivery to an audience. I am a strong proponent of employing the STAR method – Situation, Task, Action, and Result. This technique allows the job candidate to provide structure to thoughts and articulate them in an organized fashion. Responding to an interview question that is intended to assess job viability; the candidate will first describe the situation at hand, what task or objective was proper for the situation, the action that taken to achieve the objective, and the concluding result. Bonus: A candidate can add another R for reflection, which basically captures what the candidate learned and how they matured professionally from the experience.
  • The job candidate must ensure that the emotion of the situation is addressed and articulated. Now, keep in mind, this is not the time to be overly dramatic and theatrical. Your heart doesn’t have to race faster than a cheetah across the African wilderness hunting prey. Rather, it was a tense situation and you were slightly anxious as you addressed the pressing issue. A candidate should clearly represent the stakes at hand so the gravity of the situation is completely understood.
  • As a candidate is describing a certain event in detail, it is paramount that the story contains specifics. Be sure to take advantage of adjectives and proper nouns. Again, please note, now is not the time to break out the thesaurus. However, the addition of a few small details can allow one candidate to shine brighter than another. Please see example below and note the differences.
      1. One night, I had to place an overnight order right before cut-off time for delivery. There were a lot of items on the purchase order that I had to place, but I was able to successfully get the order in with the vendor.
      2. One late evening, approximately 30 minutes before Medtronic’s cut-off time for shipping, I had to place an order for 100 items for overnight delivery. Given the large amount of items that had to be ordered, I asked the customer service representative if I could fax or e-mail the order to the vendor. Unfortunately, the order could only be placed verbally over the phone. That news was a little disappointing and stressing, but it had to get done. Therefore, I had to place the order accurately and efficiently with the CS rep to beat the cut-off time. So, item by item, I read off the manufacturer number to the CS rep and in turn she read it back for confirmation. To save time, she would only notify me of any back-ordered items after the order was loaded into the system. In the end, we were able to get all but 5 items placed for overnight delivery, and I notified the hospital regarding the 5 items on back-order with their release date. I also provided their sales representative’s contact information for a follow-up if a substitute item was required.
    • A candidate should ask thoughtful questions. Yes – salary, benefits, and shift are all credible inquiries. However, a candidate with a genuine interest regarding a position should ask questions that put the interviewers back on their heels. What challenges are they facing as a department or company? Do they promote a culture that rewards and retains its quality employees? Do they promote growth and development within the workforce? Of course, your questions will be tailored to suit your company of choice. For example, I applied for a position a few years ago, and I posed a question somewhat like this: With the Affordable Care Act reducing the rates of reimbursement for Medicare and Medicaid; how aggressive are your standardization projects for med. surg. products to help offset that potential monetary loss for the organization? I did my due diligence researching the position I wanted. Serious, thoughtful questions illustrate an honest curiosity that will surely garner respect and appreciation.
    • As a job candidate, it is vitally important that you provide a brief summation of your qualifications and attributes as a future employee. You must present yourself as an asset that adds value to the company. This is your closing statement. At this point, the company’s mission statement and vision should be intimately familiar. Definitely, you should fully understand the role and responsibilities of the open position being sought after. Now it is time to deftly connect your best qualities to those areas and confidently argue why you are the best candidate. I highly suggest identifying 4-5 adjectives that best describe you professionally. Be thoughtful, sincere, and open. Remember: Craft an engaging narrative that answers questions directly while displaying critical thinking and showcasing your best traits.

Well, there you have it; just a few key pointers that I have extracted from experience over the years. I hope the information will be beneficial to job seekers reading this post. Good luck!

The Professional – It’s a Sabotage – 5 Simple Ways You’re Undermining Your Career

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I have been exceedingly blessed with just over twenty-one years of work experience; nineteen years employed by the same company. I am truly thankful and gracious to experience such longevity. I have held a number of roles at various levels within the organization, and I have observed the varying degrees of success and failure of other colleagues. At this point, I am never surprised to see a colleague blame their lack of success on other individuals or the company itself. Now, I am not carelessly blind to the existence of professional barriers based on racial, gender, age, and sexual orientation discrimination. That is a topic for another conversation.

And while the aforementioned offenses could surely send a career down in flames; let us recognize other brazen violations that will not only severely hinder one’s career; it could get you terminated, sued, or perhaps even worse – sent to jail. Offenses such as sexual harassment, physical assault, theft, or NSFW material in the office will surely tank anyone aspiring an ascent up the corporate ladder. Today, however, I want to highlight 5 behaviors that aren’t so blatant. Well, maybe they are blatant. Still, you would be surprised that some individuals don’t connect these toxic traits to a sputtering or unfulfilling career.

5 Office Habits That Are Sabotaging Your Career

  • Gossiping – The professional environment should remain as such – professional. Yet many individuals behave as if they are still in grade school. To be sure, word does indeed travel fast – as does the identity of the individual spreading said word. Disseminating misinformation and/or disinformation is a good indicator that the person is not particularly trustworthy. Advancing your career could prove to be difficult if you develop a reputation for spreading inaccurate information, blatantly false information, or information that should otherwise be kept confidential. Leadership will be hard pressed to have an individual amongst the ranks that consistently leaks and spreads information to the detriment of the company.
  • Complaining – Straight up and to the point: No one wants to work with a malcontent. True indeed, misery loves company. However, misery needs to understand that the rest of us can do without your negativity and toxic attitude. Understand that your incessant complaining is draining and exhausting. Offering opposition absent any meaningful propositions is never constructive and adds zero value to the work environment. The malcontent only exceeds at dampening spirits, derailing productivity, and worse yet – spreading their toxicity to other employees. If presented with the opportunity, a company would be most inclined to remove this workplace cancer from the team.
  • Average at Best – A professional should never be too comfortable with being comfortable. True, one can feel fully satisfied with their current work situation with absolutely no desire for further advancement. And that is fair. However, performing the bare minimum just to skate by could very well jeopardize performance reviews and tag you as exceedingly expendable. I am not advocating that one work themselves into an early grave for an ungrateful employer. However, willful acceptance of mediocrity is not doing your development any favors – professionally or even personally.
  • The Office Villain – Closely related to the complainer; but instead of consistently sharing their disdain solely towards the company, venom is also unleased upon fellow colleagues. Communication consists of belittling and disparaging others. Work ethic is strictly self-serving without any regard for making the team better. The office villain is obnoxious, rude, inconsiderate, and quick to throw anyone under the bus to get ahead or avoid responsibility. This person never crossed a bridge they didn’t like to torch. In the workplace, your reputation is your brand. So, don’t expect anyone to invest in you if the product is unprincipled, cantankerous, and trash.
  • Bad Work Performance – This example is self-explanatory. Woefully devoid of self-awareness, you are unabashedly terrible in your role. Trust, at any moment, your belongings could be in a cardboard box. Yet, you think your dreadful work performance and poor work ethic should be handsomely rewarded during performance review time. The profound lack of ownership regarding your shortcomings and errors is breathtaking. You display little curiosity in learning and growing within your professional craft. If you are adding little to no value (maybe even adding negative value) to a company; understand that your career stagnation is wholly your own doing.

Note: There are exceptions to every rule, and some individuals you may see succeeding embody the traits above. Nevertheless, that is not an excuse for you to exhibit the same behaviors. Ultimately, the goal is to be the best version of yourself and live your best life.

Living Your Best Life – Be Fully Present

A smart professional will never underestimate the value of skills that do not require an advanced degree – availability, accountability, and reliability. Trust, these key attributes only demand effort, determination, and integrity. It is the steadfast commitment to being a dependable and trusted source; fully present in the moment with a personal charge of delivering the best version of yourself.

The Professional – 5 Reasons Why Emulating Ben Simmons Won’t Fly in the Workplace

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Well, the NBA season is underway, and it is one of the more anticipated seasons in recent memory. There are a myriad of competitive head-to-head matchups that have fans salivating. This season is also filled with some interesting controversies and headlines that exploded throughout the world of sports before the season even began. One of those controversies involve Ben Simmons and his tumultuous relationship with the Philadelphia 76ers. Following a dreadful playoff performance that witnessed him literally avoid touching the basketball, passing up open shots, and passing immediately to teammates if he did get his fingertips on the ball.

Simmons lost confidence in his shot and was petrified of going to the free throw line. Already a bad free throw shooter at 61%, that average plummeted to a woeful 34% during the playoffs. The Philadelphia fanbase and media were merciless. To be honest, Simmons was shook mentally, and I seriously felt remorse for the guy. I am old enough to remember a similar mental block occur with former NBA star Nick Anderson. However, as bad as the press have been, Simmons has exhibited a glaring lack of accountability and self-awareness. Simmons is fortunate. He is still a superstar with a ton of talent, so he can still be an asset to any team seeking a championship. Nevertheless, the average employee works in the real world absent multimillion dollar contracts, agents, and basketball talent to leverage demands. Exhibiting behavior like Ben Simmons just may get you terminated. Here are some behaviors one should definitely avoid when working in the office.

Bad Work Performance – If you are gainfully employed by a company, there is a logical expectation that you perform your job suitably enough to receive compensation. Now, whether or not those wages are fair & competitive is subject matter for another blog post. Nevertheless, if you are an employee with suspect work ethic and inadequate work performance, a company can reserve the authority to separate you from the business. Unlike Ben Simmons, it is highly doubtful you will be afforded the same opportunity to dial in bad performance after bad performance without meaning repercussions. People also have a self-inflated sense of their worth. Sure, one should always have confidence in oneself. However, you can’t have Craig Ehlo skills with a Michael Jordan attitude.

Lack of Growth & Development – Now, if bad work performance is one issue, lack of self-awareness is certainly another problem. If you are performing poorly at work, management should be providing feedback regarding expectations and suggestions for personal improvement. An ambivalent or otherwise adversarial attitude is not in your best interests. Failing to improve and better yourself will only lead to career stagnation. You don’t want to be viewed as expendable. You must be able to step back and identify your weaknesses if you wan to become a better version of yourself.

No Showing At Work – Unless your company has a union that has strategically planned a walkout or strike, it is in your best interest to show up to work. Failing to show up to work for a certain number of days can be viewed as job abandonment. Unlike Simmons, the average worker cannot skip training camp and the preseason. It is either you show up to work or find other means to make a living.

Alienating Coworkers – It is not unusual for an employee to have some sort of beef with management. However, if you have bad relationships with your coworkers, you could possibly be contributing to a toxic environment. No one wants to work with a malcontent. If you are a disruption to the mission, vision, and team; management will sooner sever all ties with you for the good of the team. This is known as addition by subtraction – removing a cancer from the team in order to move in a positive, constructive direction. 

Insubordination and Disrespectful Behavior – To be sure, there is a chain of command in the workplace. And unless you are at the top of that chain, an employee has a leader to whom they report. Noncompliance with a directive from leadership is a surefire way to earn a pink slip. Disrespecting your leadership is a surefire way to earn a pink slip.

I understand that some of these points may not be popular, but this needs to be read by someone. Because, as social media and celebrity figures continue to influence and empower, the every day employee may believe they can operate like said celebrity. That is simply not the case in the real world. And as Dave Chappelle alluded to in his latest Netflix special, but in a different context, Twitter is not a real place. And thinking you can move like the famous or people who are social media famous might get you fired. My suggestion: Go to work and be fully present. Practice some self-reflection and humility as you become the best version of yourself. Ensure that you build meaningful relationships and respect leadership. And if the fit is not right for you; seek other opportunities in a professional manner. 

The Standard #52

If I have gleaned any knowledge working within the confines of the corporate world, it would definitely be understanding the necessity of having a strong network in my selected area of employment. Undoubtedly naive, my entry into the corporate environment commenced with an incorrect belief; a trust that hard work alone would translate to acknowledgment and then advancement. I was seriously mistaken. The knowledge and work performance a gentleman wields within the workplace are just as important as the individuals a gentleman knows within the workplace. To be certain, deftly weaving a tight tapestry of professional connections can help progress a gentleman’s career and provide outlets to a myriad of opportunities that may nurture both professional and personal growth. I am quiet by nature, but being locked down in my cubicle studiously working under the radar was not doing me any favors. To provide my career with a much-needed injection of significant development, I needed a great deal more than labor alone.

Now, I can credit 4 colleagues – all in management – that encouraged me to stretch beyond my comfort zone and seriously consider advancing my career within the company. The first step was discovering my voice, volunteering for projects, and increasing my visibility within supply chain management. As I stated before, I am a natural introvert, so communicating my thoughts aloud to other individuals was challenging. Nevertheless, the more I spoke in open forums and collaborated with other people, I began to feel more at ease with being more vocal. If you want to advance your career in a meaningful fashion, I strongly encourage the exercise of extending yourself beyond your comfort level. A gentleman should identify individuals that will readily exchange valuable skills & insight, embrace stretch assignments, and actively collaborate with persons he wouldn’t necessarily engage with normally. Think of it as a human portfolio that boasts an intellectual diversification suited for professional and personal growth. Success is not procured within a vacuum, it is nurtured within an environment of varied thought, experience, and learned guidance.

Someone you know needs to read this, so share if you care. Empower and encourage someone today.

The Standard #37

Rest assured, the successful gentleman is never content with static movement in regard to his professional career. He continuously seeks opportunities for advanced growth that will cultivate and promote an ever-expanding, internal knowledge base. Moreover, rest assured, the successful gentleman is never an active participant in his own professional or personal limitations. Being average – at best – is never a standard that is tacitly sought or readily accepted. Eagerly accepting a personal challenge for greatness, he sets the standard by which all others will be measured against, as he is devoutly dedicated to adding value to his life. And empowered with a clearly defined purpose, he ensures that his education never succumbs to restriction and halts. Constantly learning, constantly evolving; this gentleman understands the sacrifice that is required. It may mean accepting projects foreign to his current job description. It may mean late evenings filled with laborious research and reading. It may mean forgoing some sleep or outings with friends. Nonetheless, your trade must be perfected and your personal best must be cultivated. Plying your craft, increasing one’s knowledge in a given profession is paramount. With each drifting day arrives another prime opportunity to learn anew. So, what have you learned today?

Someone you know needs to read this, so share if you care. Empower and encourage someone today.