A Cautionary Tale

I was called in to facilitate a discussion between six team members from a settlement agency in a small open plan office. On a daily basis, they relied on each other for information, and to ensure timely settlements took place.

As with any workplace, there were a number of characters who would be unlikely to have much to do with each other outside work. Over the course of about two years, what started as a minor issue escalated to a full-blown investigation into bullying allegations. The heightened state of friction and tension in the office was causing significant performance issues, both individually and across the whole business. Balls were being dropped, and financial penalties were being applied due to non-delivery. The business was not dealing particularly well with the issue, and there was even the possibility of a massive escalation of the original complaint.

There were two issues that had once been minor, and had been allowed to escalate to the stage where they threatened work effectiveness, performance, peoples’ health, and the very company itself. The first was a personality clash that was exaggerated by the open plan office environment and sloppy personal and organisational management. Two people would spend large amounts of time talking about social situations and their personal lives. The kinds of conversations we all have over coffee, a meal or after work. The fact that it was during work time and in an open workspace had another colleague attempting to join the conversation. The others didn’t want to include her in the conversation. So far this is a minor issue.

Over time she felt increasingly excluded and marginalised from the conversations. She tried harder to join them. The other two increasingly shunned her and eventually escalated their behaviour to the point that a bullying and harassment complaint was made and the subsequent investigation found that they had not treated their colleague appropriately. Going forward there was considerable and difficult work required to repair the fractured relationships to the point that they could work effectively together again. Success would now require significant commitment, effort and willing participation from all parties.

In parallel, the person who eventually made the bullying complaint had several genuine performance issues with her work. Her manager had not dealt with these, and they too had escalated until the situation was untenable.

But the time I was involved, it was pretty much impossible for the manager to deal with any of the performance issues, without them being seen as an extension of the bullying the woman was experiencing. It seemed unlikely that the various players could find a space to move on from the issues. Their demeanour and attitudes suggested they would just continue to escalate their part in the drama.

Both issues could have been easily dealt with when they were hotspots or small tears. Like many in the face of tension, friction or conflict, the manager and others had avoided the issue for so long it had become largely unsalvageable.

The manager (and others) could have taken action to clarify expectations, set the bar, and catch it early. They could have:

  • Addressed the issue of excessive social chat in the open plan work environment, especially when the conversations were not intended to be shared with everyone. Simply leaving these conversations for a morning coffee break or lunch would have made the issue disappear before it got traction.

  • Addressed the performance issues as soon as they were noticed - initially by asking if the person needed support or clarification of their role, and ultimately through formal performance management if needed.

  • Had a whole team conversation about expectations and behaviour in the open plan environment which would have enabled the team to set and monitor their own benchmarks for healthy ways of working together and getting the job done, as in the next case study.

Reduce the Policy Load

Things had been dodgy to say the least. The organisation was losing money, and while it was never proven it was pretty likely that some was being internally skimmed. A new CEO was appointed and she was met with a tangled web involving people at all levels right up to the board. Had the organisation continued “as is” it would have been broke in 18 months and likely facing a number of legal ramifications. People were suspicious and guarded. It was an emotionally charged and manipulative environment. There was very little trust. The organisation was far from unshakeable and on the verge of being shaken to the core.

As the new CEO uncovered the extent of the chaos, the organisation slipped further with people running for cover behind blame. Factions began making threats in an attempt to ensure compliance or silence. Threats ranged from minor to very serious. 

In the aftermath there was very little trust. In rebuilding the organisation there was a strong swing to creating policy and procedure (P&P) for everything. It’s an understandable reaction - an attempt to lock the doors and bar the windows.  

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However the higher the quantity of P&P, the lower the effectiveness:

  • Higher quantities of P&P increase the likelihood  that some or all of your staff are operating outside the ‘rules’. The more there are, the less it is possible to know, understand and apply them all. In fact, time and effort will be spent finding work-arounds and short cuts.

  • High volumes of P&P increase the annual workload of review and update. If the team takes the task seriously, it requires a detailed look at each document and how it is serving the organisation (or not). High volumes tend to result in a ‘tick and flick’ mentality that does nothing to contribute to the security that P&P are trying to create.

  • People who will do the wrong thing will find a way, regardless of how thick the P&P file is. 

  • P&P is a great killer of innovation and improvement.

  • High volume P&P implies staff aren’t to be trusted and need every element of their work guided by the organisation.

  • It raises the centre of gravity, by taking decisions and processes up the hierarchy. In turn, this restricts thinking and creativity at the coal face.

  • High volume becomes addictive, as every little gap in P&P is hunted down and filled. It’s like  rabbits or those wire coat hangers from the dry cleaner.

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Unshakable organisations are lean on Policy and Procedure, but do not leave the organisation without guidelines. Ray Dalio’s book “Principles” is a great example of detailed guidance that leaves heaps of room for flexible approaches to changing conditions.

A great principle for organisations who want to be unshakable is to reduce P&P as much as possible.

When reviewing documents, ask yourself “Is there any reason why this document could not be deleted or shortened?”



Leading like a Vending Machine

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Do your staff keep expecting you to have all the answers and solve all the problems? Do you wish they would show a bit more initiative and try to solve their own problems? Does the constant flow of requests from your team add to your daily pressure and work load? If you answered yes to any of those questions, perhaps you are leading like a vending machine. Over the years I have  coached many leaders who experience this issue. I coined the phrase "Vending Machine Manager". 

Staff come to the Vending Machine Manager and punch in a request "B4". The machine shakes and rattles a bit. There's a couple of clunking sounds. Out of the flap pops the perfect answer or solution to their problem. It's cool and it's sweet. Next time they have a problem, they remember how easy it was. How cool and sweet it was. Back they come. They punch in "A9", and walk away satisfied. Before long, the Vending Machine Manager has a constant flow of traffic wearing out the floor in front of their work station. "D7", Clunk, WooHoo. "F2" Clunk, WooHoo. "B6"Clunk, WooHoo. On and on it goes - and your workload continues to grow.

From a survival point of view, humans are designed to find the easiest return for energy expended. The Vending Machine Manager plays straight into the hands of that design. To change the dynamic you need to move from dispensing answers to building capacity. Work with your team to build their own knowledge and skill. Make them experts in their own right. If you keep vending, they'll keep coming. Change the game!