Managing People Archive
Working in a matrix management structure often means being accountable to several people (having multiple bosses) and having accountability without authority – both of which are challenging. It’s not uncommon for people working in a matrix management structure to be frustrated. People with dotted-line employees or managers often say they’re unsure of who they really work for, who to go to with challenges and needs, and that they don’t have the authority to lead people or processes. All of these frustrations are avoidable and manageable. The key to making a matrix management structure work is lots and lots of communication.

If you work in a matrix management environment and are thus accountable to multiple people, take charge of the management structure by asking the questions:
- Who is my ultimate boss?
- Who has input on my performance feedback and review?
- Who writes my performance review?
- Who has decision-making authority over my pay increases and promotion opportunities?
- Who do I go to when I need help?
Request:
- Quarterly (at a minimum) group meetings with all the managers you’re accountable to
- That all the managers you’re accountable to provide input on your performance appraisal
- That all the managers you report to participate in your performance discussion(s)
Follow the same practices for people who dotted line report to you. If you’re accountable for someone’s results, but you’re not their direct supervisor, ask for quarterly meetings with the employee and their boss. Ask to participate in the employee’s appraisal process and keep the lines of communication between you, the employee, and the direct supervisor transparent and open. Talk regularly. Agree on who sets expectations and gives feedback. Be sure you know your role and the direct supervisor’s role.
The key to making a matrix management structure work is:
- Everyone knows who does what and who has what authority
- Group meetings that happen at least quarterly
- Expectations are clear
Ask more. Assume less.

Most training programs about giving feedback focus on negative feedback, because giving negative feedback is hard and makes us uncomfortable. But most people aren’t any better at giving positive feedback.
Most of the positive feedback people get at work really isn’t feedback at all. It’s vague, fluffy, and unhelpful. Aka, Cap’n Crunch – sweet but useless.
“Great job.” “You’re awesome.” “You’re great to work with.” None of this qualifies as real feedback.

The purpose of positive feedback is to make people feel valued and appreciated and to get them to replicate a behavior. Telling someone, “great job” or “you’re doing great work” will make the person feel good (momentarily), but won’t tell them what to replicate. These phrases are vague, and vague positive comments come across as inauthentic at best and unhelpful at worst.
Here are a few examples of what I refer to as real vs. fake feedback:
Example of positive feedback:
Fake feedback: “Great job.”
Real feedback: “You researched three vendors when making a proposal of who we should choose to manage our payroll operations. You included all the necessary information for us to make a decision and presented the information in a one-page table that was easy to read. Your work made it really easy to make a decision. Great job!”
Example of positive feedback:
Fake feedback: “You’re really reliable.”
Real feedback: “I know that whatever I give you to do will get done the first time I ask and will be accurate. I don’t have to ask again or check your work. You check your work for typos and mistakes before submitting it.”
Example of positive feedback:
Fake feedback: “You make my job easy.”
Real feedback: “Last week you noticed an invoice that didn’t seem accurate. You researched the invoice and got the mistake corrected before I even knew there was a problem. You make my job easy.”
Example of positive feedback:
Fake feedback: “You’re awesome.”
Real feedback: “You always do what’s right for the company. Last week you called a vendor whose service has been spotty. You provided them with feedback and asked for their plan to improve their service levels. This added a lot of value to our organization.”
The guidelines for giving positive feedback are the same as giving negative feedback:
- Be specific.
- Give an example.
- Give feedback close to the time an event happens.
To give specific and meaningful positive comments, you will have to observe performance, and that takes time. But if you want someone to replicate a behavior, tell the person specifically what she did well.

You will be passed over for jobs, projects, and second dates, and never know why. Being passed over isn’t necessarily a bad thing, not knowing why you were passed over is problematic. If you don’t know why you’re being passed over, how can you be prepared next time?
Organizations are political. People talk. You’ve undoubtedly already experienced this.
If you want to manage your professional reputation, one thing you must know is who talks about you and what they say. How decisions get made in organizations isn’t always obvious. There are the obvious channels of decision making, like your boss and your boss’s boss. But there are also the people who talk to your boss and boss’s boss and have an opinion about you, who you may not be aware of.

Everyone in an organization has people they trust, who they listen to and confide in. Who those trusted people are isn’t always obvious. When you’re being considered for a new position or project, the decision makers will invariably ask others for their opinion. Knowing who does and doesn’t support you in a future role is essential to managing your professional reputation and career.
I don’t want you to be nervous, paranoid, or suspicious at work. I do want you to be savvy, smart, and aware.
It’s not difficult to find out who can impact your professional reputation at work, you just need to ask the people who know. Start with your manager. Your manager likely knows and will tell you, if you ask.
To ensure you know who can impact your professional reputation, tell your manager:
“I really enjoy working here. I enjoy the people, the work and our industry. I’m committed to growing my career with this organization.”
Then ask two or three of these questions:
- Who in the organization should I have a good relationship with?
- Who/what departments should I be working closely with?
- Who impacts my professional reputation and the opportunities I have?
- What skills do I have that the organization values most?
- What contributions have I made that the organization values most?
- What mistakes have I made from which I need to recover?
Your manager doesn’t walk around thinking about the answers to these questions. If you want thoughtful answers, set a time to meet with your manager. Tell your manager the purpose of the meeting – to get feedback on your professional reputation so you can adeptly manage your career – and send the questions in advance, giving your manager time to prepare for the meeting. You will get more thoughtful and complete answers if your manager has two weeks to think about the questions and ask others for input.
Don’t be caught off guard by a less-than-stellar professional reputation. Take control of your reputation and career. Ask more. Assume less.

Most employees need only a handful of things to be satisfied and productive at work. The key is getting employees to tell you what those things are. And they might just tell you, if you ask.

Effective management involves asking questions during the interview process, after an employee starts, and again 90-days to six months into the job.
I recommend asking the seven questions below. I call the questions, Candor Questions.
Candor Question number one: “What brought you to this company? Why did you accept this job? What are you hoping the job will provide?” Ask one of these three questions. Pick the one you like best.
Candor Question number two: “What would make you leave this job? What are your career deal breakers, things you just can’t tolerate at work?” Ask either of these questions.
Candor Question number three: “What type of work, skills, and/or areas of our business do you want to learn more about?”
Candor Question number four: “Tell me about the best manager you ever had. What made him/her the best manager?” This will tell you what the employee needs from you as a manager and is a much better question than, “What do you need from me as your manager?” That is a hard question to answer. Telling you the best manager s/he ever had is easy.
Candor Question number five: “Tell me about the worst manager you ever had? What made him/her the worst manager?”
Candor Question number six: “What are your pet peeves at work? What will frustrate you?” Why find out the hard way what frustrates employees when it’s so easy to ask. This question demonstrates that you want your employees to be happy and that you will flex your own preferences, when possible, to meet employees’ needs.
Candor Question number seven: “How do you feel about being contacted via cell phone or text outside of business hours? How do you feel about receiving emails during the evenings and weekends?”
If you’ve participated in one of our management trainings or received a box of Candor Questions for Managers, you know I could go on . But these seven questions are a good start.
Regardless of age, work, and educational background, employees have a few things in common.
Employees want to:
• Work for someone who takes an interest in and knows them
• Feel valued and appreciated for their contributions
• Be part of and contribute to something greater than themselves
• Feel respected as a person. Managers respect their time, expertise, and needs
Taking the time to get to know employees throughout your working relationship accomplishes many employee needs.
If you have long time employees, it’s never too late to ask these questions. Regardless of for how long employees have worked for you, they’ll appreciate you asking. Don’t worry that employees will raise an eyebrow and wonder why you’re asking now. They’ll just be happy you’re asking. You can simply say, “I realized that I’ve never overtly asked these questions. I just assume I know. But I don’t want to do that. During our next one-on-one meeting I’d like to ask you these questions and you can ask me anything you’d like.”
If you have a manager who will never ask you these questions, provide him/her the information. Don’t wait to be asked. You’re 100% accountable for your career. Tell your manager, “There are a few things about myself I want to share with you. I think this information will help ensure I do great work for the organization for a long time.”
Managers, the better your relationship with your employees and the more you know about what your employees need from you, the organization, and the job, the easier employees are to engage, retain, and manage. Stop guessing and start asking.

No one likes to hear people complain, especially people who go on, and on, and on. But there is a reason people complain for longer than may seem necessary. For the most part, the people who sound like a broken record don’t feel heard. And when people don’t feel heard, they repeat themselves, again, and again, and again.
One of the first practices for how to handle customer complaints taught during customer service training is to acknowledge the other person’s concern. Demonstrate that you listened and heard. We often think that complainers want us to solve their problems. That’s not always the case. Sometimes feeling heard is enough, even if there is no resolution to the complaint.

Last week I had a horrible experience in a hotel. I called the front desk staff to voice my concerns with how an incident was handled. Her response: “Ok….ok….ok.” I wasn’t satisfied. So the next morning I spoke to the front desk manager. She responded by explaining why her staff had done what they did. Still, no apology or demonstration of understanding my frustration. So I went to the hotel general manager, who did all the right things. She listened and apologized. She didn’t defend or explain. And then I stopped escalating my complaint.
Here are a eight tips for how to handle customer complaints:
How to handle customer complaints tip #1: Resist the temptation to defend yourself, your team, or your organization.
How to handle customer complaints tip #2: Watch your tone of voice. If you sound annoyed, the other person will just become more upset and will, you guessed it, continue complaining.
How to handle customer complaints tip #3: Tell the person you’re sorry for their experience. Apologizing doesn’t mean the person is right or that you agree. You are simply sorry they had the experience they did. That could sound like, “I’m sorry that was your experience. That sounds frustrating. That’s certainly not the experience we want customers to have.”
How to handle customer complaints tip #4: Ask clarifying questions, if you need to. That could sound like, “Can I ask you a few questions, so I fully understand the situation?”
How to handle customer complaints tip #5: Paraphrase what the person said to ensure you understand the complaint and to demonstrate that you heard. Nothing sounds better to someone who is upset than another person who understands their concerns. That could sound like, “I just want to be sure I understand your concern. You’re concerned that _______ “ (repeat or paraphrase what the person said.)
How to handle customer complaints tip #6: Apologize again for the person’s experience. Often, all the person wants is an authentic apology. An apology doesn’t admit fault or wrong doing. You are simply apologizing for the person’s perception of their experience.
How to handle customer complaints tip #7: Tell the person what action(s) you’ll take, if any. People like to know that their complaints aren’t wasted.
How to handle customer complaints tip #8: Don’t be a black hole. Circle back to the person and let him know what action was or wasn’t taken.
The key to getting someone to stop complaining is to make the other person feel heard. Acknowledge the complaint. Watch your tone of voice. Apologize for the person’s experience. And watch people’s complaints dissipate more quickly than you thought possible.

The normal, natural reaction to negative feedback is to become defensive, a response I’ve labeled as The Freak Out.
Everyone, even the people you think do little work, wants to be seen as good – competent, hardworking, and adding value. When anyone calls our competence into question, we get defensive. Becoming defensive is an automatic response that we have to train out of ourselves.
Until the people you work with train themselves not to become visibly defensive when receiving feedback, just expect it. And be happy when you get a defensive response. It means the person is breathing and cares enough about what you’re saying to get upset.

While you can’t get rid of a defensive response to feedback, you can reduce it by following a few feedback practices. Practice these methods of giving feedback and your input will be heard and acted on, more often than not.
Employee feedback practice one: Don’t wait. Give feedback shortly after something happens. But do wait until you’re not upset. Practice the 24-hour guideline and the one week rule. If you’re upset, wait at least 24-hours to give feedback, but not longer than a week. If the feedback recipient can’t remember the situation you’re talking about, you waited too long to give feedback, and you will appear to be someone who holds a grudge.
Employee feedback practice two: Be specific. Provide examples. If you don’t have an example, you’re not ready to give feedback.
Employee feedback practice three: Praise in public. Criticize in private. Have all negative feedback discussions privately.
Employee feedback practice four: Effective feedback discussions are a dialogue; both people talk. When the feedback recipient responds defensively, don’t be thwarted by their reaction. Listen to what they have to say and keep talking. Don’t get distracted.
Employee feedback practice five: Give small amounts of feedback at a time – one or two strengths and areas for improvement during a conversation. People cannot focus on more than one or two things at a time.
Employee feedback practice six: Give feedback on the recipient’s schedule and in their workspace, if you are working in person and the recipient has a door. It will give the other person a sense of control and they will be more receptive.
Employee feedback practice seven: Talk with people – either in person or via phone. Don’t send an email or voicemail. Email is for wimps and will only damage your relationships.
Employee feedback practice eight: Prepare. Make notes of what you plan to say and practice out loud. Articulating a message and thinking about it in your head are not the same thing.
Employee feedback practice nine: Avoid The Empathy Sandwich – positive feedback before and after negative feedback. Separate the delivery of positive and negative feedback, so your message is clear.
Employee feedback practice ten: Offer an alternative. Suggest other ways to approach challenges. If people knew another way to do something, they would do it that way.
You can deal with whatever reaction to negative feedback you get. The other person’s response might make you uncomfortable, but that’s ok. You’ll survive. Try to practice the guidelines above, and if you don’t, and you ‘do it all wrong,’ at least you said something. Just opening your mouth is half the battle. When you come from a good place of truly wanting to make a difference for the other person, and you have both the trust and permission to give feedback, you really can’t go wrong.

You disagree with something someone above you said or did. How do you tell the person without actually telling him?
Lots of people think they can’t give direct feedback when talking to someone at a higher level. I’m here to tell you that that’s not true. The ability to speak freely has little to do with titles and more to do with the quality of your relationship. When you’re comfortable with people and have mutual trust, you can say (almost) anything, regardless of titles and levels. But that’s not the true purpose of today’s blog. So I’m going to stick to the topic at hand –what to say when you feel like you can’t say very much.

When you don’t have the relationship to say what you really think, manage up by asking a question instead. Engage the person in a conversation. At some point during the conversation, you’ll be able to say what you think.
For example, you question a decision but don’t want to overtly say you question the decision.
Here’s how the conversation could go:
“I wasn’t involved in the conversations to select our new payroll software. Can you give me a little history? What had us choose our current provider?”
“What software features were important when selecting the software?”
“What problem were we trying to solve that drove the need to make a change?”
“What do you like about the software we picked? What don’t you like?”
** Obviously this is meant to be a discussion, not an interrogation. Ask one question at a time and see where the conversation goes. You may ask all of these questions and you may ask only one.
The point is to gather more information. Manage up by seeking to understand before you express an opinion. As the conversation progresses, you might see opportunities to express your point of view.
Here are three suggestions if you’re going to practice the technique of asking questions as a way to manage up and eventually give feedback:
1. When you ask a question, come from a place of genuine curiosity. If you aren’t truly curious and asking questions is just a technique you found in some blog, it will show.
2. Watch your tone of voice. If you can safely add the words “you dummy” to a question, you have a tone issue.
3. Be patient. Asking questions may feel easier than giving direct feedback, but it also takes more patience and time.
As the conversation progresses, you might be asked for your opinion. Before saying what you think, remember, no one likes to be told that s/he is wrong. And the person you’re talking to likely had a hand in making the decision you’re questioning. Be careful not to judge.
Instead of overtly judging, consider saying something like:
“I think the new system has potential and also has some limitations. Do you want feedback as we use the system and get to know it better?”
“What specifically would you like feedback on? What are you not looking for feedback on?”
“What’s the best way to provide input and to whom?”
You can speak more freely when you have the relationship to do so and have permission. Until you have both, earn the right to give feedback by asking questions from a place of genuine curiosity. And only provide your point of view when you’re asked and are certain you have all the information to defend your position.

Employees leave managers not jobs. We’ve all heard this 100 times.
One of the most prevalent reasons for employee turnover is boredom and lack of growth. We’ve also heard this many times.
We know why employees leave jobs. The question is what must managers do to engage and retain their best people. The answer is actually quite simple, although not necessarily easy to execute.
Employees want to know that their manager:
- Knows them
- Cares about and is invested in their careers
- Gives feedback so they can improve
- Provides opportunities so they can develop
In other words, employees need attention, and attention requires time – time many managers may not feel they have.

Here is a five-step formula for employee retention and employee engagement:
- Get to know employees better and differently.
- Have meaningful, one-on-one meetings [at least] monthly.
- Give balanced feedback as work is done.
- Ask for and be open to feedback.
- Create opportunities for employees to do the work that interests them most.
Managers, how do you make time for these meetings when you are busy and have several direct reports?
- Meet for 15-30 minutes.
- Ask direct reports to create an agenda and run the meetings.
- Ask direct reports to send follow-up notes of decisions and plans made during meetings. Give some of the accountability away.
- If meetings get cancelled, reschedule as soon as possible. Direct reports take cancelled meetings personally. Cancelled meetings that are not rescheduled send the message that managers don’t care about employees and their careers.
Employees, if your manager doesn’t schedule meetings with you:
- Ask permission to put a monthly meeting on your manager’s calendar.
- Provide rationale for why you want to meet – to get your manager’s feedback and ensure you’re focused on the right work.
- Ask permission to reschedule meetings when they get cancelled.
- Don’t take cancelled meetings personally.
- Offer to meet with your manager via the phone when it’s convenient for him/her. Leverage commute and travel time.
Employees need time with their managers. Meaningful discussions and work result in employee engagement and employee retention. So managers, make the time, even when you don’t feel you have it. Ask questions you don’t ask now. Give feedback, even if it’s uncomfortable. Give your employees an opportunity to do the work that interests them most. And watch your employee engagement and employee retention improve. And if your manager doesn’t do these things, politely and persistently ask. You won’t get what you don’t ask for. We are all 100% accountable for our careers.

Every time I ignore the red flags I see when interviewing a candidate, or when I feel an employee is struggling, or a project is off track, I pay the price. Every single time.
You interview a candidate who has had six jobs in the last year. You think, “Maybe this one will work out.” No it won’t. Move on. You haven’t gotten an update from a project team in over a month. You think, “This group is typically reliable. Things are probably fine.” Check in. Even the most diligent employees need accountability and attention.
They call them red flags for a reason. If you suspect a problem, there likely is one. Don’t just wait and ‘see how things go.’ Make a hard decision, get more information, or get involved. Wait and see is often a recipe for disaster.

Sometimes we don’t get involved because we don’t have the time or want to focus on other things. Other times we just don’t trust or listen to our gut.
Trust yourself.
Here are a six steps you can take to help listen to yourself and ensure you don’t overlook or ignore red flags:
1. Become very clear about your desired outcome. Decide what you want.
2. Eliminate distractions. Get quiet, aka, still your mind.
3. Think about the situation at hand. Weigh the facts and your options.
4. Decide without belaboring.
5. Act on your decision.
6. Don’t look back. Your initial decision is usually the right one.
Trusting and listening to ourselves can be hard. Perhaps it’s the fear of making a mistake or being wrong. Chances are you’re right. So pay attention to the red flags, trust yourself, and listen to your gut.

Think about all the people and situations that frustrate you. Now consider what you’re asking for. My hunch is, you’re getting what you ask for.
While most of us aren’t great at telling people when they violate our expectations, we’re not any better at asking for what we want. You might be afraid of appearing demanding or may not feel you have the right to make requests. When you tell people what you expect, you make their lives easier. Think about when someone invites you to their house for a socially-distanced, backyard barbeque. If you have any manners (and I’m sure you do), you ask what you can bring. When the other person says nothing, it makes your job (to be a good guest) harder. Now you have to guess what the other person wants. It would be so much easier if he would just tell you. This also applies to birthday gifts and where to meet for lunch. When people tell you what they want as a gift and where they want to eat, you don’t have to guess and they are easier to please.

It’s much easier to live and work with people when we know what they expect from us. And setting expectations is always easier than giving negative feedback. Negative feedback implies someone did something wrong. And no one likes to be told he is wrong. Setting expectations provides a road map to success, making it easier to win with you.
Here are a few phrases to make setting expectations easier:
Setting expectations example one: Consider saying, “I need time to get settled when I start working in the morning. Will you hold all questions and requests until 10:00 am?” You’re not telling someone she barrages you with questions before you’ve opened your laptop in the morning; you’re simply asking for what you need.
Setting expectations example two: You could say, “I like to have things done well before they are due. Will you send me all input for the weekly status report by Wednesday of each week so I have a few days to review your input before I have to submit it?” You’re not telling the person that working with him requires a weekly fire drill; you’re simply making a non-judgmental request.
Setting expectations example three: You could ask, “Would it be possible to touch base once a week via phone 10 minutes before you officially login so I can get your input on projects?” You’re not telling the person she is impossible to get time with; you’re simply proposing an idea.
One of the keys to getting what you want is make requests in a neutral, non-judgmental way. The more you ask for and the more specific your requests, the easier you are to work with. What you need and want will be clear; there will be no guessing. People may choose to ignore your requests and violate your expectations, and then you’ll provide feedback. But start with making clear and specific requests, and see how many fewer feedback conversations you need to have.
