Category Archives: IT Manager Tips

Helpful articles and tips

CEO doesn’t allow use of the overhead paging system

I was with a company once where it was common knowledge that the CEO would not allow anyone to use the overhead paging system. As a software development and support company, our rather large Help Desk organization had a true need to locate key people from time to time, , , and so did our switchboard operator. After all, we were a service organization.

When asked about the “no overhead paging” policy, the CEO was confused, , , you might say, even shocked.

No policy existed and he thought the need was certainly appropriate.

The reason everyone thought a policy existed that prevented the use of overhead paging was because when the company was much smaller (and everyone was in the same small building), the CEO discouraged it when clients or prospects visited their offices. He thought it was disruptive to the sales process and less professional, , , but that was 5-6 years ago.

Years later, employees were in several buildings with many floors and separate areas for things like Help Desk. In fact, the executive wing and conference areas where prospects and clients met with sales people was in a completely separate area and even had the ability to have the paging system turned off in their area, a requirement the CEO had installed when the company moved to a larger building.

The CEO had no issue whatsoever in preventing support groups from using the paging system. In fact, he made the comment, “I don’t know how you function without using it.”

The lesson: Sometimes, things exist because people think there is a reason but there may not be a reason at all. If it’s worth doing, go ask about it, , , you might find as our company did that a long standing taboo didn’t really exist at all.

The worst excuse for being late

Some people are constantly late, , , late for work, , , late for meetings, , , late for events, , , they are always late.

What’s the worst excuse you have heard as to why people are late?

Here are a few I’ve heard:

  • Had a flat tire  (you probably will now that you say it)
  • Accident on the freeway delayed traffic
  • Overslept
  • Sick
  • Ran out of gas
  • On the phone
  • Took a wrong turn
  • Road construction
  • Car battery was dead
  • Hit a deer
  • Forgot we had a meeting scheduled
  • Was up all night with a sick child
  • Went to the wrong office

Being prompt and on time is a sign of being organized and courteous to those who you work with. Being late wastes people’s time and it causes companies to lose lots of productivity when a dozen people sit around waiting for a meeting to start because a key person is late.

If you have a habit of being late all the time, you are telling others around you that you are unorganized, lazy, and that you don’t respect them, , , not a good thing. A word to the wise is that we need to be on time, , , and encourage people who work for us to do the same.

Got any good ones? I would like to hear them.

Make your resume look like you know your business

Most of the resumes I see of IT manager applicants have far too much technology expertise in them. Business managers aren’t as interested in your technical knowledge as you might think, , , or even as much as you might think they should.

Senior managers are looking for candidates who can deliver the goods, and when you load up your resume with all kinds of technology knowledge, , , it doesn’t say a thing about being able to deliver.

Please note, there are exceptions but they truly are exceptions, , , it helps to know what your interviewer is interested in, , , technology or results.

Senior IT managers and business executives generally want a manager who has shown they understand business need and can show they have delivered. What this means is that we need to list accomplishments and what our results have done for our company.

I literally would refrain from listing a dozen certifications and technology expertise, , , it tells me you are a technician, not a business manager who knows how to get results from their IT resources.

Benefits, accomplishments, and results, , , why would someone want to hire you? It’s usually not what you know about technology when interviewing for a management position.

Your resume is a sales tool that helps you get the interview or it will hinder your opportunity for that interview. Load your resume up with benefits and results and you might find yourself getting more interviews.

Put your oars in the water and row together

You don’t get very far in life unless you put all your oars in the water and row together.

You sort of have two choices, , , float along with the current and you will end up somewhere downstream, , , but probably not where you want to go.

The other choice is to put your oars in the water and focus on your destination to go right to it. Put all the oars in and row together and you will get there even faster.

My management team did a short skit (a play) many years ago to show our employees what we mean by “working together”. I even gave them a souvenir to remember the event, , ,  a short oar, actually a boat paddle , , , still have mine in my office.

Teamwork is not an easy thing for many of your people. Over 90% of them are independent and like to do things their way and do it themselves, , , not the best recipe for creating a team player.

It’s up to the IT manager to help your employees learn how to work as a team and discover how valuable it is when you do.

Go get ’em.

Part 2 – Changing culture is like pulling teeth

When you implement a change management process in your company for the first time, it’s a change of culture, , , and changing culture is very, very difficult.

In my last post, I showed you two change management processes, , , well, at least one of them was a real process. The other is what our clients would like us to do, , , give us the request verbally and the hope we march off to our little IT world and create the result for them.

I call this an “ad hoc” process, and many IT organizations operate in this mode. It’s very prevalent in small and medium size companies and not so unusual in big companies as well.

When you introduce a process change, it can be a real culture change because, “That’s just not how we have been doing things here.” You might also hear things like, “That won’t work for us.” or “We have been doing it our way for years and it seems to have worked pretty well to this point.”

What “seems” to work well may in fact not be working well at all if you were to conduct an honest and objective assessment with your clients. Many times the IT organization believes they are doing a good job when they are not.

Let’s take another look at the programming support change management process we discussed in the last post:

There are four parts where the client must spend time and effort that might be new for them. If they haven’t been participating in these steps already, there will be some level of kicking and screaming as you pull your client into the process.

That’s right, , , there will be resistance!

The four components are steps 1, 2, 4b and 5. Each of these steps require your client’s involvement and guess what, , , your client does not want to be involved. Your client just wants you to “do your job” and what that means to them is that you do all the work without them having to be involved.

In a very small company, the client being minimally involved might work; but in a company of any size with lots going on, this method simply doesn’t work well for you. More importantly, it does not work well for your client! Remember, the main reason we want to introduce a change management process is to help us do a much better job in supporting our client.

Let’s analyze why your clients don’t want to be involved:

  • Clients view the work as an IT responsibility, not theirs.
  • Clients don’t understand technology nor want to.
  • Clients don’t want to do the extra work.
  • They resist change imposed by IT.

Let’s take a closer look at this last one, “They resist change imposed by IT.” Clients have a natural resistance to anything that comes from their IT support organization. Many times, they view you as not being part of the core competency of the company whereas they certainly view their own department as being a critical part of that core competency.

Clients see IT as always forcing change upon them and often do not understand the change, , , they see IT as a group that constantly does things that makes their job more difficult.

Another key reason for all of this is that many of your clients are high detail people, just like you and your people probably are. High detail people resist change.

4 steps that require client involvement

1.  Define the change request,
It is difficult, if not impossible, for you to deliver what the client wants unless you know exactly what the client needs. This means you need specific definition of the request and that means someone must document the specific programming changes needed to address the client’s issue. A good Business Analyst can help the client do this, but a BA should not work on this alone.

2.  The client must review and approve requests
IT should not take requests from everyone in the company. Department managers or designated leaders in their department should review and approve requests to be submitted to IT. This insures the right hand knows what the left hand is doing and will minimize duplication of requests. It also gives the department an opportunity t verify the request is worthwhile.

3. Clients should prioritize the work to be done
Get ready for major kicking and screaming. I’ve never seen many clients want to be involved in this part because it takes time and they think IT should take care of it.

The problem is that the client is in a much better position to determine which requests are most important for their department, , , not IT.

Certainly, IT must sit at the table of a committee assigned responsibility to determine programming priorities and even be able to influence some of the decisions that help the programming staff improve productivity. But the key piece of this is that our programming priorities should be driven by the business and not by the IT organization.

If you allow the IT organization to be solely responsible for determining programming priorities, it will be easier, , , however, you can never win when this is the case. The client will constantly believe you should be able to get more accomplished for them and will be frustrated with IT programming support.

4.  We need a user quality assurance (QA) function
To be the most effective, we need a knowledge expert involved in the QA process from our client, not just an IT testing effort of new software changes. Be prepared for mor kicking and screaming, , , your client wants no part in this but it is also a critical component to help your team be the most productive you can be for your client, , , the real winner is the client.

Positive outcome
The results can be significant. Your team will get more work done for the client and the client will be in much better control of their own destiny. It’s something they want, but they probably won’t be able to see how all of this gets them there. What they will tend to see is that this is just a bunch of extra work with no guarantee things will get any better.

I have never had a client organization sign up for a new change management process without some level of concern or pushing back. Expect resistance. The good news is that over time your client will embrace the process and see it simply as a way of how we get things done.

In some of my travels, I’ve seen this type of process working well in a company and when I asked the clients about it, they always tell me,  “It was hard at first, but now we wouldn’t think of trying to work without it.”

A structured change management process is well worth the effort. Don’t be discouraged by early resistance, , , expect it and persevere through it because the benefits are well worth the effort to get there.

Implement a programming support change management process

Hello from Canada!!

In yesterday’s IT Manager Institute class, we had a very good discussion about the challenges of implementing a change management process. Introducing such a process is a culture change in many cases and trying to change culture can be very, very difficult.

It was such a good discussion, I thought I would write a Blog post about it. In fact, there will be two posts. This first post focuses on creating and implementing a programming change management process. My next post will discuss the difficulties in doing this.

Clients who submit programming change requests for new reports and new functionality want IT to just do your job”.

What this means is that they want to tell you what they want and they expect you to provide it for them. They don’t want to document anything or to get involved in the process, , , they would like to simply tell you verbally what they want and get it the next day.

Unfortunately, this doesn’t work very well, especially as your company grows and there is more demand for programming support.

You need to implement a structured change management process that assists your programming support team in their ability to support their clients.

Understand this, , , when you implement a change management process in a company that has been able to request ad hoc programming changes for years, there will be resistance.  In fact, there will probably be some kicking and screaming, , , it’s not going to happen without some resistance. In my next Blog post, I’ll talk about this aspect.

Your client wants a very simple process.

Simple and no involvement. They simply want to give you a call or tell you in the hallway that they want a report that does such and such, , , and expect you to know what they want, , , and they want it immediately.

It’s hard to be successful when you have to be a mind reader.

Here is a better change management process  that helps your Programming Support team be more effective in supporting their clients.

Let’s break it down into the 5 components identified in the graphic

1. Client fills out a request form.
This can be an online ticket request or a paper document. The key is that the client needs to tell us exactly what they want. Your Business Analysts can be very helpful in assisting your client with this step, , , especially when you first introduce your change management process.

2. A client manager or supervisor reviews and approves the request.
You don’t want to be accepting programming requests from all users in the company. When a manager or supervisor approves a request, it helps reduce duplication and allows the client to filter our requests that won’t be of real value to their organization.

3. The request is sent to the IT Department
In this step, we log the programming request into our programming backlog of all requests and the Programming Support manager or one of his senior people does a quick review to evaluate appropriateness and a quick understanding of the request.

4.  IT estimates and schedules the request
I’ll break this into two parts. First, a senior programmer should estimate how many hours it will take to complete the project. I like to use the same person to do this so we have consistent estimations, , , and I ask the programmer to estimate in terms of an average programmer, , , not our best and not our worst.

Some projects may need a project just to define the work required in order to develop a programming estimate due to the complexity of the request.

The second part of this step is to schedule the request, , , i.e., assign it to a programmer and put into the schedule of work to be done in the coming month. In most cases, you have a lot more work than you can complete in a month, , , so requests must be reviewed and prioritized.

It is much better for the priorities to be developed by representatives of the departments who are submitting the programming requests. If IT is required to be the one who prioritizes these requests, you can never win.

For one thing, IT is not in the best position to determine what is truly the most important of these programming requests, , , your client is. Let me emphasize this point, , , you will not be as effective in supporting your client if you allow your IT organization to determine the priorities of when programming requests are worked on.

I like to put a Programming Steering Committee together made up primarily of representatives of each of the departments who are submitting programming requests. A senior IT person, preferably a manager, should also have a seat at the table and be able to influence their decisions. There will be times when two or three requests should be combined because the coding effort required can be reduced when requests are solved in the same area of the software code.

This part of the process will be very difficult to implement because your clients don’t want to be involved, but it will be well worth the effort once they finally embrace the process and begin to work together to determine the priorities of programming work.

5. Once scheduled, IT programs the changes, tests the software and implements the changes.
Programmers are assigned specific requests based upon their priority and once the programming is completed we test the software both within IT and by the user. Your quality is going to be much better when you test new code within the IT organization and also by a knowledge expert from your client department who submitted the request.

Once we complete the process, the changes are put into production and the client receives the requested changes.

A process like this is a bit more structured and requires more involvement than your client will want, , , but I can assure you the benefits are well worth the effort to implement a change management process like this. Ultimately, the biggest winner will be your client because it will help your team become more productive and predictable.

Be sure to read my next post where I discuss the challenges in implementing a change management process.

Advice for a new IT Applications Manager

A few days ago, I received a message from someone who was just promoted to IT Applications Manager, , , i.e., a Programming Support Manager who supports business applications in his company.

His question
“I have about 10 years of IT experience, and currently facing a new challenge by accepting an offer to handle a job of IT Applications Manager. I am seeking your help and advice. What is the best for me to order from your products/books/tools which helps me to manage the Applications Department?”

I gave him an answer about which of my books and tools would be of assistance and told him I would post additional insight on my ITLever Blog, , , so here goes.

Additional insights
Congratulations on your promotion. I assume your ten years of IT experience was probably as a programmer, , , which led to your selection as the next IT Applications Manager, sometimes called Programming Support Manager, Business Applications Manager, etc.

This promotion takes you to a responsibility that is totally different from what your experience has been. Now, instead of depending predominately upon what you can do yourself, you are going to be depending upon other people on your team to get the job done.

It can be a difficult transition unless you have a path to follow and tools to help you.

The first thing I would do is review the ITLever post titled, New IT Manager needs a fast start and download the fast start tool. There is also a 20 Minute IT Manager training session on this topic you can watch. CLICK HERE to view.

Second, I suggest you subscribe to my free Practical IT Manager Tips newsletter and read the free e-book, IT Management-101: fundamentals to achieve more when you subscribe at www.mde.net/free.

Third, browse through the posts of this ITLever Blog, , , lots of IT management insights and tools you can download.

As a new manager, there are several things you need to know how to do:

1.  Determine what to work on
This is all about conducting an effective IT assessment. My book titled, Acquisition: IT Due Diligence lays out a step by step process and all the tools you need to determine the business needs and issues of your client. This is the demand side that should be what drives your IT support focus.

2.  Understand your organization’s capabilities and capacity
The other side of an IT assessment is the supply side, , , what can you do and how much can you do. In order to manage your client’s expectations about support delivery, you must know this part as well. Details are included in the book, Acquisition: IT Due Diligence

3.  Implement a programming change management process
You must have a simple change management process to deliver programming support effectively. Review the 20 Minute IT Manager training session titled Managing a Programming Backlog.
CLICK HERE to review.

4.  Manage the quality of your team’s work
Quality is key. CLICK HERE to review the 20 Minute IT Manager training session titled, Improving Programming Quality.

5.  Track and communicate the results
Communicate your results or no one will know what you are getting accomplished. Make it a point to report on your programming support status and completion activity on a monthly basis.

I hope this information is helpful and I wish you the best of success in your new management role.

Back away from the technical detail

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I received an interesting question from one of my Practical IT Manager Newsletter subscribers this morning.  I get this type of question a lot so thought I would post it along with my response. It is a great question and I hope my response helps my subscriber and anyone who might read this post.

The situation and question asked
“I have been working with this organization for over 10 years now. I’m the IT manager, and initially started off with only one engineer working (permanent headcount) under me. Over the years the business grew, I now have four engineers (outsourced) reporting to me.

My bosses have informed me that I should take a step back in day to day operations, and have the senior engineer take the lead instead. They want me to focus more on aligning IT with the business, have coffee with the management team members, etc

Am sure you must have heard the above from your other students too. Its just that I am in a dilemma now, i.e., with such a small team how can I possibly restructure it to meet my bosses’ intentions?”

My response
Your management team is correct in wanting you to spend more time better understanding your client and their needs and issues and less time focusing on the technology. The fact you have been there for 10 years says they have a lot of confidence in you and that you are pretty much a permanent fixture with everyone, , , but probably more so as a technician than a true manager.

The other thing I picked up in your message is that they want you to spend more time with the other managers of the company. This is good stuff and yet another vote of confidence in you from your senior managers.

As you grow, your job must become more of a true manager role rather than a technical role. It’s understandable that you have had to be technical up until now and operate at best in a “player/coach” mode. Because of the minimal staff, you have had to handle much of the technical responsibilities yourself.

Your ability to pull away from being the technical expert should take place gradually over time. At even the small number of staff you have in place now, you need to become more of the visionary, planner and one who can delegate technology initiatives, , , not the doer.

You also need to be able to spend more time with your clients to better understand their needs and issues, , , not in keeping your technical skills at an “expert” level.

As your company grows, senior management needs you to become more of a business manager who knows how to identify appropriate technology initiatives and place the appropriate focus on them in order to support the real business, , , your senior managers and department managers and their employees.

Pulling back is not easy. In fact, it may be the hardest transition you will ever go through, , , but it truly is necessary for you to gain a higher level perspective and to become a business manager and partner of your clients.

“Having coffee with the management team” is another way of saying they need you to raise your perspective of things from a purely technical focus to more of a business minded focus and someone who can become a true business partner with the managers in the company.

If your managers are suggesting you need to spend more time to insure technology is aligned with the business, they may already feel like your focus is not 100% focused on the business, , , in other words, you are working on things and spending money in areas they don’t fully understand the reasoning for or the business value it will have.

If they feel that way, even though they may not be able to articulate the issue very well, there is a very good chance you are out of sync with the business side of your company, , , and may not realize it.

Studies and surveys suggest that over 50% of IT organizations around the world are out of sync with their business client, , , and this trend seems to remain constant year after year.

The challenge is that most IT managers who are out of sync do not realize it and senior managers aren’t really sure. Even if they were sure, they probably don’t know how to tell you because they don’t really understand technology.

Be aware that if your management team is suggesting you need to focus more on keeping the IT organization “aligned with the business”, your focus may already be out of sync. If so, it is critical that you determine if this is the case and put into motion the things that will correct it.

A big part of the transition challenge is that you will want to keep your hands in the technology. It’s something we like to do, , , but as a company grows it needs something different from the IT manager.

I would look at your situation not so much as a restructuring of the organization but more of a refocus on how you go about day to day support. The manager employee structure essentially remains the same, , , it is where you spend your time on a daily basis that’s different. A gradual shift in focus is what makes sense from what I understand of your situation.

Here is what I would suggest you do:

1.  Block out an hour or two to have some “think” time.

2.  List all the responsibilities you have and also the type of work you do from day to day. You might need to create an activity log for a week or two to actually see what you do on a daily basis. I can almost guarantee you it’s a lot more technical detail than you probably think it is.

3.  Take the list and determine what can be delegated to others on your team. Be specific and think about what you must do in order to transition each responsibility to someone else. This means you have to “let go” and it may require training your employees for them to take on certain responsibilities. Your focus needs to be able to develop other experts in these areas so the company can depend less and less on you personally. This might cause you concern, but if you are doing a good job in supporting your company, it will actually position you for more responsibility in the company. Remember, transitioning responsibility does not mean you are not involved or should not know what is going on, , , it simply means you have someone else doing the detail work. Part of the work should be to keep you informed.

4.  Sit down with your senior management team and each department manager to determine what they think about the IT support you and your team is providing. Ask them a specific question as to whether they think your IT team is focused on the appropriate issues and needs of the company. Don’t try to justify yourself, , , listen objectively to what they have to say and put it into context with feedback from all the other managers.

A sample Client Satisfaction Survey is available at https://itlever.com/2010/05/24/are-your-clients-happy/. If you learn the answers to these questions, it will tell you quite a lot about how your clients feel about their IT support. Don’t send this survey out, , , visit your clients personally and interview them. You will get a lot more from an interview than you will from asking a survey to be filled out. Take a look at https://itlever.com/2011/01/08/dont-send-client-surveys/ to better understand this.

5. Analyze the data from the surveys and determine if there is a consistent message from your clients. If so, learn what the trends are and identify what you need to do to address their concerns.

6.  Develop a transition plan that outlines your focus on transitioning specific technology responsibilities to others on your team and possibly to new hires you will add in the future. Place priority on the things that help you address client concerns from your survey.

7.  Share your transition of responsibilities plan with your senior managers so they know you are serious about taking their advice. You will also need to provide insight in how you plan to spend more time with your clients to better understand their business needs and issues. My book, Acquisition: IT Due Diligence, can help you conduct an effective IT assessment and learn whether there is a disconnect between IT and the business. See http://www.mde.net/cio/page11.html for more information.

One last piece of information. In my career, I have worked with and observed hundreds of IT organizations and thousands of IT managers. In my opinion, there are three key reasons an IT organization fails, , , I call it the Triple Threat to IT Success. Take a look at a 20 Minute IT Manager session I developed on this topic and pay particular attention to slide 17. If you hear these things from your senior managers, you have a disconnect. Review the 20MITM session online at:  http://www.20minuteitmanager.com/sessions/072202TRIPLETHREAT/

Summary
We see IT managers struggle to transition from the technical expert to a business manager all the time, , , it’s a truly difficult transition. Much of it is caused by our desire to focus on technology (we like it) and also our reluctance to let go and depend on others to do the job. You see, , , no one can do the work as well as we can do it or want it to be done so we tend to do things ourselves. Some call it being control oriented, , , I prefer to think of it as, “we like things done ‘our way’.”

Unless you are able to raise your perspective and back away from the technical detail, it is a recipe that will surely limit your career opportunities.

10 Tips to IT manager success

Do senior managers run and hide when they see you coming down the hallway, , , or are they eager to hear what you have to say because they know it’s going to be valuable?

Which type of IT manager are you?

Here are what I consider to be the key components that lead to IT success and can help you gain respect throughout your company!

1.  Understand business needs and issues
You can’t succeed unless you know what to work on and the answer to this lies in understanding the business needs and issues of your client. This is the first part of an IT discovery process.

2.  Understand your IT capabilities and capacity
Managing client expectations requires you to know what your IT team can do and how much you can do. This is the 2nd part of an IT assessment discovery process.

3.  Create a vision
It’s important for people to know where you are headed. Once you complete an IT assessment, you can develop an IT strategy and gain agreement and commitment from your senior management team. This will insure you are in sync with company needs, , , a critical piece.

4.  Establish credibility
Doing what you say you will do not only creates credibility, , , it also creates trust from all around you. The key to doing this is to deliver projects successfully, , , on time, , , within budget, , , and that meet your client’s needs.

5.  Deliver business value
Every project you undertake should  deliver some type of business value, , , if not, you should reconsider whether it is an appropriate project to spend money and effort on. CLICK HERE to learn more about business value.

6.  Communicate in business terms, not technology acronyms
When you talk in technology terms, your clients do not hear you. They literally turn you off and begin wondering how long this conversation will last. Learn to communicate in business value and financial terms and they will not only hear you, , , they will understand what you say.

7.  Over deliver
Position your team to deliver more than expected. To do this, your commitments must be conservative with room to spare. No one gets upset when you complete work faster than expected or less expensive than forecast. See what happens when you don’t achieve what you outline.

8.  Track and communicate IT performance
Clients won’t know how your team is performing unless you share the news. Use a Project Initiatives Portfolio to track how good you are in delivering projects successfully. LEARN MORE

9. Give your team credit for success and take blame for failure
Your employees will literally walk through fire for you when you give them credit for IT successes and take the hit for failures. Coach employees one-on-one for improvements needed but take responsibility as the manager for the problem. Not only will your people respond to this, , , so will your clients.

10.  Over communicate during a crisis
Something will break sooner or later. When it does, over communicate the status of the situation and keep your clients out of the dark. If they don’t know, , , they think you are not working on their issue aggressively enough.

Summary
There are many things an IT manager must do to succeed. Executing  this list of ten tips will help you gain tremendous respect within your company.

Managing client expectations

A big key to IT success is the ability to manage your client’s expectations. In my last post, I talked about the “client is always right”. I’ve encountered many situations where the client was not factually correct, , , but their expectation was exactly what it should be given the situation.

Let me give you a perfect example. In one company I joined as their new CIO several client managers told me during my initial assessment that I should fire one of the IT employees in my organization.

Not one, not two, , , but three managers told me this. When you get this many, there is an issue to be sure. My job is to determine what reality is and take appropriate action. In such a case, there will be one of two issues to exist:

  1. The employee is not performing.
  2. The client’s expectations are incorrect.

What I discovered in this case was a bit of both. The employee was not performing to the level needed, , , but it was because there was considerable more demand than staff to provide such support. The employee in question had a good attitude and tried to do the job well but there wasn’t enough capacity to get it all done, , , we needed 3 or 4 more people to do what was necessary in this support situation.

In this case, it was not an employee problem, , , it was a management problem because we weren’t managing the client’s expectations about what to expect from their IT organization. Now, the client was correct about support not being sufficient for them to do their job, but they were incorrect in what the problem really was, , , and especially wrong about what the solution should be.

Once I fixed the staffing deficiency problem, no one felt that I should fire this employee, , , in fact, they thought the employee’s morale had improved immensely. That’s really funny because the employee always had a good attitude, , , just could not possibly get all the work done to support the client. I didn’t do anything but fix the real issue, , , insufficient capacity to support the business.

Learn to be conservative
To manage client expectations, you must be conservative. What I mean is you need to set expectations that position you to over deliver. That means telling clients you will complete a project in 6 weeks when you think you will be able to do it in 4 weeks, , , and telling your client the cost of a project is $120,000 when you think you should be able to complete it for $100k to $110k.

There is what I call a Law of IT principle in that, “IT projects always take longer and cost more to complete than you think they will.”

If you are not conservative when you commit to do things for your client, it’s going to be rough going for you and your team. Teach your employees how to be appropriately conservative when they commit to do things for others.

Another example – programming productivity
There are approximately 160 work hours in a typical month. I know from experience you should get 110 to 120 hours or more a month of productive programming time on average from a programmer over the course of a year. Some months will be much less due to vacation, training, meetings, etc. and some months will be a lot more, , , but over time you should average around 120 hours of code produced a month by every programmer on your team.

When setting your client’s expectations, tell them you can produce 100 hours per month per programmer. If you have 5 programmers working on the same application, that means you position your client for your team to produce on average 500 hours of code each month when you expect to be able to produce 550 to 600 hours a month.

By doing this, you position your team to over achieve.

Another simple rule
No one gets upset if you complete a job faster than you say you will or less expensive than you say it will cost, , , but someone always gets concerned if you are late or over budget.

Learn to be conservative every time you tell someone you plan to do something for them and teach your staff to do the same, , , it is going to help you deliver what you say you will do, when you say it will be completed, , , and within the budget you submit.

This makes you a reliable manager and that’s something everyone wants from you.