Friday, 12 December 2014

EXECUTION PART 5: The Job No Leader Should Delegate—Having the Right People in the Right Place

Given the many things that businesses can’t control, from the uncertain state of the economy to the unpredictable actions of competitors, you’d think companies would pay careful attention to the one thing they can control the quality of their people, especially those in the leadership pool. An organization’s human beings are its most reliable resource for generating excellent results year after year.

Their judgments, experiences, and capabilities make the difference between success and failure. Yet the same leaders who exclaim that “people are our most important asset” usually do not think very hard about choosing the right people for the right jobs. They and their organizations don’t have precise ideas about what the jobs require not only today, but tomorrow and what kind of people they need to fill those jobs. As a result, their companies don’t hire, promote, and develop the best candidates for their leadership needs. Quite often, we notice, these leaders don’t pay enough attention to people because they’re too busy thinking about how to make their companies bigger or more global than those of their competitors. What they’re overlooking is that the quality of their people is the best competitive differentiator. The results probably won’ t show up as quickly as, say, a big acquisition. But over time, choosing the right people is what creates that elusive sustainable competitive advantage.
Dell ultimately out-competed Compaq, a far bigger company, because Michael Dell took great pains to have the right people in the right jobs people who understood how to execute his business model superbly. Nokia, a minor player in the cell phone industry early in the 1990s, became the global leader because of its people.
Under the leadership of CEO Jorma Ollila, who had come from a bank to lead the struggling diversified company, they adopted digital technology sooner than Motorola, then the dominant company. They also saw that the cell phone was not a communications device but also a fashion item, and built excitement in the marketplace for their products with monthly introductions of new products.
If you look at any business that’s consistently successful, you’ll find that its leaders focus intensely and relentlessly on people selection. Whether you’re the head of a multibillion-dollar corporation or in charge of your first profit center, you cannot delegate the process for selecting and developing leaders. It’s a job you have to love doing.
LARRY: The most troubling problem I found when I joined AlliedSignal was the weakness of our operating management team it wasn’t up to par with our competitors.
And we were unlikely to produce future leaders, because we didn’t have any bench strength. When I retired from Allied Signal in 1999, I considered the greatest sign of our strength to be the extraordinary quality of our leadership pipeline. One measure of their quality was that several of our outstanding people had been recruited to lead other organizations, among them Paul Norris (who became CEO of W. R. Grace); Dan Burnham, hired as Raytheon’s CEO; Gregory L. Summe (CEO of PerkinElmer); and Frederic M. Poses (CEO of American Standard).
That level of excellence didn’t happen by accident. I had devoted what some people considered an inordinate amount of time and emotional energy to hiring, providing the right experiences for, and developing leaders between
30 and 40 percent of my day for the first two years and a good 20 percent later. That’s a huge amount of time for a CEO to devote to any single task, but I’m convinced it accounts in large part for AlliedSignal’s success.
One of the first things I did was to visit the company’s plants, meet the managers, and get a feel for their individual capabilities. I didn’t just talk to them; I talked to their people as well, to see how they perceived their work environment and how they behaved both of which reflect the kind of job a leader does. It was during those visits that I came to see that the company’s inattention to leadership development was a major problem.
While I was impressed with my half-dozen direct reports, I was less impressed with the heads of our operating units and the teams they had built. Some of the managers simply needed seasoning in a few more assignments in different businesses. Too often, though, they lacked a well-rounded business foundation, so they set priorities from a functional standpoint. They didn’t
demonstrate basic skills like understanding the competition or developing their people. I’m not saying they weren’t smart or didn’ t work hard. They had good ideas and knew how to present them, but they had not been prepared to execute. So we tried to give them generous severance packages and help them land on their feet.
The next step was to vigorously recruit more able people not only to run our businesses but also to ensure that we could develop talented leaders in the future. Executive development needs to be a core competency. At GE 85 percent of the executives are promoted from within that’s how good the company is at developing leaders. And it got so good because Jack Welch—and now his successor, Jeff Immelt made leadership development a top priority and demanded that all of his executives do the same. At AlliedSignal, by contrast, we had to go outside for nearly all our early hires, mostly to companies that had people-development processes at the level of GE and
Emerson Electric
Eventually we were able to fill most jobs from within, which had always been my goal. But it didn’t happen without a lot of my personal involvement in appraising and developing leaders.
I evaluated not only my direct reports but also the direct reports of direct reports, and I sometimes went even further down the organization. In my first three years at AlliedSignal, I personally interviewed many of the three hundred new MBAs we hired, whom we considered our future leaders.
I couldn’t interview everybody, but I knew that the standard I set would be followed in the rest of the organization: you hire a talented person, and they will hire a talented person.

WHY THE RIGHT PEOPLE AREN’T IN THE RIGHT JOBS
Common sense tells us the right people have to be in the right jobs. Yet so often they aren’t. What accounts for the mismatches you see every day? The leaders may not know enough about the people they’re appointing. They may pick people with whom they’re comfortable, rather than others who have better skills for the job. They may not have the courage to discriminate between strong and weak performers and take the necessary actions. All of these reflect one absolutely fundamental shortcoming: The leaders aren’t personally committed to the people process and deeply engaged in it.

Lack of Knowledge
Leaders often rely on staff appraisals that focus on the wrong criteria. Or they’ll take a fuzzy and meaningless recommendation for someone a direct report likes. “Bob’s a great leader,” the candidate’s advocate exclaims. “He’s a great motivator, a great speaker. He gets along with people, and he’s smart as hell.” The leader doesn’t ask about the specific qualities that make Bob right for the job.
Often, in fact, he doesn’t have a good grasp of the job requirements themselves. He hasn’t defined the job in terms of its three or four nonnegotiable criteria things the person must be able to do in order to succeed.
RAM: In November 2001 I was having lunch with the head of a consumer products company and his vice chairman. The company had been losing market share, and the discussion at the table identified the source of the problem: weak marketing leadership at the top. The company clearly needed to hire a chief marketing person it would be a make-or-break job for 2002. The CEO had someone in mind. She had been recommended by Mark, the vice chairman, and the CEO sang her praises, saying, “She’s great, fantastic.” “In what ways?” I asked. When he answered in glittering generalities, I pressed and again asked why he thought she was so wonderful. Remarkably, he couldn’t be specific, and his face turned crimson. I asked the CEO and the vice chairman what the three nonnegotiable criteria for the job were. After some discussion, they named the following: be extremely good in selecting the right mix of promotion, advertising, and merchandising; have a proven sense of what advertising is effective and how best to place this advertising in TV, radio, and print; have the ability to execute the marketing program in the right timing and sequence so that it is coordinated with the launch of new products; and be
able to select the right people to rebuild the marketing department.
After they articulated these criteria for the job, I asked whether the candidate met them. There was a long silence. Finally the leader answered honestly: “You know, now I realize that I don’t really know her.”
Neither the CEO, the vice chairman, nor anyone else in the organization had asked the right questions. To consistently improve its leadership gene pool, every business needs a discipline that is embedded in the people process,
with candid dialogues about the matches between people and jobs, and follow-through that ensures people take the appropriate actions.

Lack of Courage
Most people know someone in their organization who doesn’t perform well, yet manages to keep his job year after year. The usual reason, we find, is that  he person’s leader doesn’t have the emotional fortitude to confront him and take decisive action. Such failures can do considerable damage to a business. If the nonperformer is high enough in the organization, he can destroy it.
RAM: Several years ago an industrial fine-components manufacturing company concluded that it didn’t have enough bench strength in its succession plan, so it hired two CEO candidates from the outside. The company was number one in its field globally, with a long record of success. One candidate, Stan, was hired to lead its North American operations, the crown jewel of the business that produced 80 percent of the company’s profits. He’d come from a global electronics company in the same general field, where he’d run a small business unit. He presented himself well, connected with people quickly, was hardworking, and made dazzling presentations.
But Stan didn’t do so well as head of North American operations. He missed his first year’s financial commitments. He lost market share, and the cost structure of his operation became uncompetitive. The industry was suffering at the time from excess capacity, but Stan did not close plants, cut costs, or focus on execution. The company’s margins and cash flow declined, and its stock price dropped like a rock. But the CEO took no action, feeling that Stan was still new and needed time to get into the culture, and that his coaching would put him on the right track.
Then Stan missed the second year’s targets. Cash flow declined again, and the stock price dropped further. The board became very concerned. After Stan made his next quarterly report to them, the board met in executive session with the CEO and essentially told him to fire the man. But the move came too late to save the company. By this time, the stock price had been cut in half. The company became an inviting product for investment bankers and a target forn aggressive, acquisition-minded companies.
Within six months, it was taken over. The CEO was very bright, a man of high integrity, always willing to give people the benefit of the doubt. He genuinely liked Stan. But he lacked the courage to confront poor performers, or force plant closings and layoffs. He failed to make the leader of his most important operation face the reality of the industry’s situation, and failed to hold him accountable for his poor performance.

The Psychological Comfort Factor         
Many jobs are filled with the wrong people because the leaders who promote them are comfortable with them. It’s natural for executives to develop a sense of loyalty to those they’ve worked with over time, particularly if they’ve come to trust their judgments. But it’s a serious problem when the loyalty is based on the wrong factors.
For example, the leader may be comfortable with a person because that person thinks like him and doesn’t challenge him, or has developed the skill of insulating the boss from conflict. Or the leader may favor people who are part of the same social network, built up over years in the organization.
RAM: The newly appointed CEO I’ll call him Howard of a $25 billion global company was aggressive, ambitious, and enjoyed great press. Expectations were so high that before he retired in a decade, Howard would take the company from number three to number one in its fiercely competitive ten-player industry.
Howard asked all but three of the eleven-person senior leadership team to retire early, and replaced them with people loyal to him. Everything went well for the first two years, thanks to the previous management’s efforts. In the third year, the business began to fall apart. Success in this industry required frequent new product introductions, and Howard’s team missed one deadline after another by six months or more. The company lost share in its highest margin product lines to foreign competitors who brought their products out on time, and the delays had a huge impact on the brand images.
The delays also increased launch costs by 15 percent, a serious financial penalty because the business is highly capital intensive, with low margins. The company’s cash position deteriorated rapidly, its debt rating was downgraded twice, and it cut its dividend. Two of Howard’s hand-picked direct reports were responsible for the increased costs and missed deadlines. A captive of his psychological comfort and blind loyalty, Howard would not replace them. Before the year was over, the board removed him and his team. The sharpest contrast I know of to this sort of behavior happened at GE, when Reginald Jones picked Jack Welch to succeed him as chairman and CEO. Jones, who was born in the U.K., was cerebral, well-spoken, and considered one of the great business statesmen of his day.
Welch was irreverent, blunt, worked from the gut, and loved to debate. On the surface he was the opposite of Jones. But Jones recognized that GE had to change, and that Welch who was smart, tenacious, and dedicated to excellence, as was Jones had the right kind of intelligence and personality for the job ahead. Welch’s rowdy informality masked a well-studied and incisive mind and an unparalleled desire to win.

Bottom Line: Lack of Personal Commitment
When the right people are not in the right jobs, the problem is visible and transparent. Leaders know intuitively that they have a problem and will often readily acknowledge it. But an alarming number don’t do anything to fix the problem. You can’t will this process to happen by issuing directives to find the best talent possible. As noted earlier, leaders need to commit as much as 40 percent of their time and emotional energy, in one form or another, to selecting, appraising, and developing people. This immense personal commitment is time-consuming and fraught with emotional wear and tear in giving feedback, conducting dialogues, and exposing your judgment to others.
But the foundation of a great company is the way it develops people providing the right experiences, such as learning in different jobs, learning from other people, giving candid feedback, and providing coaching, education, and training. If you spend the same amount of time and energy developing people as you do on budgeting, strategic planning, and financial monitoring, the payoff will come in sustainable competitive advantage.

WHAT KIND OF PEOPLE ARE YOU LOOKING FOR?
As we’ve noted earlier, in most companies people regard a good leader as one with vision, strategy, and the ability to inspire others. They assume that if the leader can get the vision and strategy right, and get his message across, the organization’s people will follow. So boards of directors, CEOs, and senior executives are too often seduced by the educational and intellectual qualities of the candidates they interview: Is he conceptual and visionary? Is she articulate, a change agent, and a good communicator, especially with external constituencies such as Wall Street?
They don’t ask the most important question: How good is this person at getting things done? In our experience, there’s very little correlation between those who talk a good game and those who get things done come hell or high water. Too often the second kind are given short shrift. But if you want to build a company that has excellent discipline of execution, you have to select the doer.
LARRY: The person who is a little less conceptual but is absolutely determined to succeed will usually find the right people and get them together to achieve objectives. I’m not knocking education or looking for dumb people.
But if you have to choose between someone with a staggering IQ and an elite education who’s gliding along, and someone with a lower IQ but who is absolutely determined to succeed, you’ll always do better with the second
person. I didn’t always understand that. I too was of the mind that the better the education and pedigree, the smarter the person. But that’s not true. You’re searching for people with an enormous drive for winning. These people get their satisfaction from getting things done. The more they succeed in getting things done, the more they increase their capacity.
You can easily spot the doers by observing their working habits. They’re the ones who energize people, are decisive on tough issues, get things done through others, and follow through as second nature.
We see this problem particularly when highly intellectual staff people or consultants want to move into high-level line jobs. They frequently come from the best business schools, from consulting firms and from internal jobs in finance, accounting, and strategic planning. The trouble is, they have never been tested in mobilizing line people to execute. They haven’t had the experience that develops business instinct.
For example, Joan was the finance director of a high growth division of an industrial products company. She wanted to go from her staff job, in which she had no chance to become CEO, to a line position, which would make her a candidate for succession. She became leader of the largest product line in the division, with full responsibility for market share, profit and loss, and balance sheet items like receivables and inventory. It became clear within twelve months to both the company CEO and the head of the division that she lacked important people skills to revitalize and refocus her direct reports, including replacing some people in key positions. She also did not demonstrate the courage to hold prices when customers demanded huge discounts in a recessionary economy.
We’re not saying that staff people can never move into line jobs. In GE, for example, Jack Welch recognized early in his tenure as CEO that he needed additional sources of leadership talent. GE recruited from the best business schools and the top consulting firms into its strategic planning and marketing consulting units. The rule was that people who were successful would move into line jobs at levels below the business unit manager. There they were tested and had the opportunity to demonstrate whether they had the necessary people skills to become head of a unit. Jeff Immelt, the current CEO of GE, was recruited through this channel. Other prominent leaders who have moved from consulting firms or staff jobs include Louis Gerstner, chairman and, until recently, CEO of IBM; Jim McNerny, CEO of 3M; and Art Collins, CEO of Medtronics. Each had a chance to demonstrate his managerial skills.

They Energize People
LARRY: Some leaders drain energy from people and others create it. Suppose you interview someone who has great potential he’s got an elite education, good work experience, and high marks for achievement. But he’s docile and reserved he just sits there. Sometimes people like that just don’t interview well, and if he’s had great success, I may have to take a lot more time looking at his record before approving or disapproving him. But I’m wary about hiring him for an important leadership job. He’s likely to pick people like himself, and you’ll have to ring a bell to wake them up. I want people who arrive in the morning with a smile on their faces, who are upbeat, ready to take on the tasks of the day or the month or the year. They’re going to create energy, and energize the people they work with and they’re going to hire people like that too.
We’re not talking about inspiring people through rhetoric. Too many leaders think they can create energy by giving pep talks, or painting an uplifting picture of where the business can be in a few years if everybody just does their best. The leaders whose visions come true build and sustain their people’s momentum. They bring it down to earth, focusing on short-term accomplishments the adrenaline-pumping goals that get scored on the way to winning the game.
Bob Nardelli, the current chairman and CEO of the Home Depot, is an example of such an energizer. In his previous job he headed GE Power Systems, which he transformed from a moribund business into one of the company’s stellar divisions. He took over at Power Systems in 1995, after a successful stint at the Transportation Systems division (which Jack Welch had used as a place to test executives who seemed to have potential to rise higher). Earlier, Nardelli had also run one of GE’s consumer businesses. Power Systems had half of the world market for large power generating equipment, but the business was in a major slump utilities had cut back sharply on capital investment, and no rebound was in sight. Nardelli had a vision for growing by enlarging the business’s pond expanding its offerings to include smaller generating equipment, moving into new industry segments, and providing not only equipment but services to its customers. At first he ran into disbelief and resistance from a bureaucratic culture whose managers were convinced there was no way to reignite growth without resorting to price cutting.
In part, Nardelli won them over and energized them with his personal style of leadership. Deeply involved in all aspects of his business, he is curious and tireless the personification of engagement. He never finishes a conversation without summarizing the actions to be taken.
He also made his vision credible by breaking it down into bite-size successes. He got previously aloof managers to get together with the decision-makers at the utilities and other customers to learn firsthand how they could enlarge
Power Systems’ share of the customer’s wallet. He guided them into developing new value propositions, customer by customer and account by account, and they came to see possibilities they’d never previously imagined. Managers who used to dread meetings found themselves looking forward to them, because meetings at Power Systems had become forums for action and personal growth.

They’re Decisive on Tough Issues
Decisiveness is the ability to make difficult decisions swiftly and well, and act on them. Organizations are filled with people who dance around decisions without ever making them. Some leaders simply do not have the emotional fortitude to confront the tough ones. When they don’t, everybody in the business knows they are wavering, procrastinating, and avoiding reality. Suppose, for example, somebody comes in for an appropriation to build a new plant, in a business where you’re generally doing well. But the economy is going into recession. You have to ask whether this is the right time to build, or whether it makes more sense to outsource.
Choosing to outsource will upset good managers and make you unpopular your people would much rather have their own plant, and in this case they have good long-term justification for it. But you know building at this time would be a mistake, so you have to make the tough decision.
Or suppose someone you really like isn’t cutting the mustard. Few tough issues are more challenging for indecisive leaders than dealing with people they’ve promoted who are not performing.
RAM: In January 2002, a company I work with was wrestling painfully with problems caused by indecisiveness at two different levels. As this book went to press, the outcome was still uncertain.
Ralph, a twenty-year veteran with the company, was promoted in January 2001 to president of the division. In the minds of the board and the CEO, this job would be Ralph’s penultimate step before becoming CEO in 2003. The performance of his division was critical to the company’s profits and price-earnings ratio, and was determined heavily by the energy and focus of its sales staff.
But things were not going well. Critical sales territories were left uncovered because John, the executive vice president for sales, was slow to fill empty slots. John got the job because he was the CEO’s executive assistant for two years. He had been identified as one of the company’s high-potential people, and the CEO had promised him a key line job.
From the start, Ralph had qualms about whether John could do the job, because he felt that the man was indecisive and not an energizer. Each time Ralph talked to the CEO about his concerns, he was urged to be patient and give John time to develop. With the decision about John in limbo, the division’s performance was suffering and threatening the company’s prospects. Competitors were gaining market share, and the industry was consolidating. If the indecisiveness continued much longer, the company would become a takeover candidate.

They Get Things Done Through Others
Getting things done through others is a fundamental leadership skill. Indeed, if you can’t do it, you’re not leading. Yet how many leaders do you see who cannot? Some smother their people, blocking their initiative and creativity. They’re the micromanagers, insecure leaders who can’t trust others to get it right because they don’t know how to calibrate them and monitor their performance. They wind up making all of the key decisions about details themselves, so they don’t have time to deal with the larger issues they should be focusing on, or respond to the surprises that inevitably come along. Others abandon their people. They believe wholeheartedly in delegating: let people grow on their own, sink or swim, empower themselves. They explain the challenge (sometimes at such a high level of abstraction that it amounts to superficiality) and toss the ball entirely into their people’s court. They don’t set milestones, and they don’t follow through. Then, when things don’t get done as expected, they’re frustrated. Both types reduce the capabilities of their organizations.
Some people are just temperamentally unable to work well with others.
LARRY: I think I’ve got a good record of hiring people, but I’ve made my mistakes. For example, we hired a man I’ll call Jim as a vice president in a staff advisory role. We were all extremely impressed with him. He was smart, articulate, and extremely appealing in the way he worked with his superiors. After a year, we put him in charge of a major business unit. But a year later the unit was in trouble. He didn’t get new products launched in time, he was losing market share, and productivity was dropping. When we appraised his performance, we discovered that the people who worked for him couldn’t stand him. He was abrasive “almost a drill sergeant,” in words of one executive who worked with him. He didn’t include others in decision making. Over time a wide gap grew between him and his people, to the point where he could no longer lead them. We had to remove him, and it took his successor a year to get the unit back on track.
Leaders who can’t work through others often end up putting in untold hours, and pushing everyone else to do the same. They’re like Charlie, whom I mentioned in part 3. I’m always asking such people, “What did you get done, and is everybody else in the game?” In performance reviews, I’ve often had to tell some very smart eighty-hour-a-week people that they need to change their work habits, and that the eighty-hour week is actually a major weakness. People like this usually force their direct reports to be in the office or the plant with them on Saturdays, Sundays, and holidays. They run them ragged and drain the energy of everyone around them. I’ll tell them, “You have to come in here less, but your performance can’t change it must be just as good as it is now.
Learn how to get things done through others. Because if you can’t get things done through others, ultimately you’re going to sink or burn out.” If they promote others on the basis of very long hours worked which they will, because that’s what impresses them those people will have the same problem.
People who can’t work with others reduce the capacities of their organizations. They don’t get the full benefit of their people’s talents, and they waste everybody’s time, including their own.       

They Follow Through
Follow-through is the cornerstone of execution, and every leader who’s good at executing follows through religiously. Following through ensures that people are doing the things they committed to do, according to the agreed timetable. It exposes any lack of discipline and connection between ideas and actions, and forces the specificity that is essential to synchronize the moving parts of an organization.
If people can’t execute the plan because of changed circumstances, follow-through ensures they deal swiftly and creatively with the new conditions. GE’s senior leaders, for example, follow up every Session C after ninety Days before Session S begins with a 45-minute teleconference among the people involved with projects that take a long time to be completed.
Leaders can either follow through one-on-one (for example, Dick Brown’s “after-school” sessions, discussed in part 3) or in group settings as a feedback method.
In the group, everybody learns something. The variety of viewpoints raised helps people see the criteria for the decisions, the judgments that are exercised, and the tradeoffs being made. This exposure calibrates people’s judgments and aligns the team.
Never finish a meeting without clarifying what the follow-through will be, who will do it, when and how they will do it, what resources they will use, and how and when the next review will take place and with whom. And never launch an initiative unless you’re personally committed to it and prepared to see it through until it’s embedded in the DNA of an organization.
LARRY: Once I embrace an initiative, I make sure it’s put into effect. If I let it wane after six months, wasting money and people’s time, that’s going to reduce my effectiveness in making future initiatives. People will think, “We’ll give this three months, and ol’ Larry will be off on something else,” and their body language will show that they’re skeptical. So I make a point of emphasizing that I’m committed and that we’re going to do this. We may do it with or without everybody’s support, but we’re going to do it. Then people get the message quickly that this is not an experiment.

HOW TO GET THE RIGHT PEOPLE IN THE RIGHT JOBS
Traditional interviews aren’t useful for spotting the qualities of leaders who execute. Too often they focus on the chronology of an individual’s career development and the outline of specific assignments she’s had. Interviewers don’t usually dig into the person’ s record to see how she actually performed in her previous jobs. How, for example, did she set priorities? Did she include people in decision making? Can she justifiably take credit for those good financial results, or was she just moving from position to position one step ahead of calamity? There are far too many examples of people who have chalked up an admirable record by the numbers at the expense of people
and then left behind a weakened organization. They jump ship at the right time, and their successors have to clean up their mess. Even when interviewers check references, they often fail to get to the heart of the matter. When you interview, you have to create a full picture of the person in your mind based on things you can learn by probing them. Then you need to find out about their past and present accomplishments, how they think, and what drives their ambitions.
LARRY: Developing leaders begins with interviewing and assessing candidates. I’m not talking about overseeing the HR department and interviewing finalists; I’m talking about hands-on hiring. Most interview processes are deeply flawed. Some people interview well, and some people don’t. A person who doesn’t interview well may nonetheless be the best choice for the job. That’s why it’s so important to probe deeply, know what to listen for, and get supplemental data. It takes time and effort to drill down further, but it’s always worth the trouble.
The first things I look for are energy and enthusiasm for execution. Does the candidate get excited by doing things, as opposed to talking about them? Has she brought that energy to everything she’s done, starting with school? I don’t care if she went to Princeton or to Podunk State; how well did she do there? Is her life full of achievement and accomplishment?
What does this person want to talk about? Does she talk about the thrill of getting things done, or does she keep wandering back to strategy or philosophy? Does she detail the obstacles that she had to overcome? Does she explain the roles played by the people assigned to her? Does she seem to have the ability to persuade and enlist others in a mission?
When I’m assessing an outside candidate, I want to verify his past. It’s essential to talk directly to his references. When I arrived at AlliedSignal, I personally checked references for dozens of candidates. I remember fellow CEOs asking, “Why are you calling?” I’d answer that it was a personal concern of mine. If I’m going to hire someone, I don’t want only human resources people checking him out; I want to check him out myself. And I don’t talk to just one reference and leave the rest to HR; I try to talk with two or three, even if it takes a lot of time. You can’t spend too much time on obtaining and developing the
best people.
Many CEOs have told me that my reference calls were different from most because I focused so much on the candidate’s energy, implementation, and accomplishments. I ask, “How does he set priorities? What qualities is he known for? Does he include people in decision making? What is his work ethic and his energy level?” Those types of questions get at the person’s real potential.
When I make a call personally, I know I’m more likely to get a candid response. If I know the reference, I’ll feel confident that I’m not getting any filtering. If I can’t readily get a reference from a person I know, I don’t want to hire the candidate. However, if you dig a little, you can always find someone in the evaluation process with a connection to the candidate.
I learned that lesson from a painful mistake I made early on at AlliedSignal. I had to let a senior marketing executive go not long after I’d hired him. He was a veritable windmill who spent his time pontificating and not getting anything done. As part of my follow-up after letting him go, I checked back with his references. One of them someone I didn’ t know personally  said, “Well, he’s had that problem all along.” The reference hadn’ t told me about this man’s problems before because he thought he had to fear potential liability.
The bottom line is that you have to be persistent in checking references and getting to the heart of the matter.

THE UNVARNISHED TRUTH
In most companies, assessing internal candidates suffers from the same general problems as assessing external candidates. The process is typically highly structured in some cases, bureaucratic and mechanical. An executive
who is preparing to evaluate a candidate gets guidance from binders prepared by staff people, which set out leadership criteria.
In reviewing a person’s record, you have to get to the essentials of what makes the person effective in his or her job. What was his record of accomplishments, and how difficult were they to achieve? How effective was she in galvanizing the efforts of others and stimulating them to get things done?
One of the many things mechanical evaluations miss is how candidates performed in meeting their commitments whether they did so in ways that strengthened their organizational and people capability as a whole or weakened it. How leaders meet their commitments is at least as important as whether they meet them and is often more important. Meeting them the wrong way can do enormous damage to an organization.
In a mechanical evaluation, it’s simple to determine whether a candidate met his commitments: here are the targets he was assigned to meet, and here are the numbers that show whether he did or didn’t. But what other circumstances affected his ability to meet them? Did he do a superb job in the face of adversity, or put the future of his business at risk in order to succeed in the short run? In meeting them, did he also strengthen his organization, giving people assignments that developed their leadership potential and gave them room for personal growth? Or did he leave behind a burnt-out and dysfunctional team? You won’t find the answers to such questions on a checklist.
Meeting commitments the wrong way can sometimes have extreme consequences. Lucent and other telecommunications suppliers got into trouble when executives trying to reach ambitious revenue growth targets extended too much credit to one set of customers and agreed to take back products if the customers couldn’t sell them.
But here’s a more typical situation. Let’s say Dave and Mike made their numbers last year but Sue missed hers. A mechanical some would say objective evaluation would indicate a bonus for Dave and Mike and none for Sue. But if you look more closely at the circumstances, you get a different outcome.
Dave coasted to success on a stronger than  expected market. If he’d been doing his job well, he would have beaten the projections by 20 percent. At Sue’s unit, however, profit plunged because a raw material shortage unexpectedly increased costs by 20 percent. The results would have been considerably worse if Sue hadn’t quickly accelerated some planned productivity improvements. Her competitors in the industry missed their targets by even more.
As for Mike, he brought in the earnings he’d promised even though his business got hit as hard as Sue’s. But he did it by halting the development of two new products and forcing a lot of product into the distribution
Pipeline a situation that would harm the business by causing excess inventory in the next quarter. In other words, he borrowed from the future to make his numbers today.
If anybody should get a bonus, it’s actually Sue. Yet time and again people are evaluated strictly on the numbers, or on what they think are objective criteria, and are rated accordingly. When the wrong people get rewarded, the whole organization loses. Problems don’t get fixed, nonperformers get ahead, and the good performers start looking for jobs at places where their contributions will be recognized.
In a good evaluation, the leader looks closely at how the people under review met their commitments. Which people delivered consistently? Which ones were resourceful, enterprising, and creative in the face of adversity?
Who had easy wins and didn’t push for better results? And who met their commitments at the expense of the organization’s morale and long-term performance?
Nowhere is candid dialogue more important than in the people process. If people can’t speak forthrightly in evaluating others, then the evaluation is worthless to the organization, and to the person who needs the feedback. Most people we see, however, have never received an honest appraisal. It takes courage and emotional fortitude for those doing the appraisals to be forthright. More often a manager thinks, If I sit down and tell this person she has a behavioral problem, that’s a confrontational discussion, and I don’t want to have that with her. Without guidance, practice, and support, moreover, many managers don’t have enough confidence in their objective judgments to be critical.
Don Redlinger was director of HR at AlliedSignal until the merger with Honeywell, and then he returned to the same job at Honeywell in 2001. At the pre-Bossidy AlliedSignal, he recalls, “Performance appraisals were generally delightful experiences. I would sit down with somebody who worked for me and said, ‘Gee, y’know Harry, you’re just wonderful in these six things.’ And then evasively, I’d say , ‘Just think about how you communicate with people,’ and ‘Wouldn’t it be nice if you could even improve this wonderful capability.’ Everything was vague and positive, syrup but no citrus. “What the evaluator should have been thinking is, I can make this person a lot better if I tell her she’s got a problem, and she fixes it. If you sit down with your boss and your boss hasn’t said something to you about your weaknesses, go back! Because otherwise you’re not going to learn anything.”
LARRY: I tell my leaders they have to do the assessments in their everyday common language and in their words not in human-resource-professional lingo. They can bounce ideas off the HR person I do that myself. I’ll say, “Here’s my appraisal. You see this person. Do you have a different view?” I’ll consider any good ideas they have and make them part of my appraisal. But basically it is my responsibility. The recipient needs to feel it is me, not someone else, who decides, and that I care.
A good, candid assessment talks about the things a candidate does well and the things he or she must do better. It’s that simple. It doesn’ t use words that don’ t say anything. It’s very straightforward. It’s specific. It’s to the point. It’s useful.
For example, if you are doing an assessment, you may tell the person, “You’re ambitious, you’re enthusiastic, and you work well with people. You’re conceptual, you’re analytical, and you’re a team player. Now, what could you do better? One, you’re not aggressive enough. You’re indecisive. Your standards aren’t high enough. You don’t develop your organization the way we ask you to you didn’t promote enough people last year.” You illustrate these points with specific observations that you have made.
Assessments also have to be done in the context of the person’s job. At Honeywell, for example, our leaders have to constantly link people, operations, and strategy, so they look at a person’s performance in each of these areas. If a man in operations is weak on strategy, say, that gets noted down as one of the things he has to work on.
The leader doing the assessment has to also indicate how she may remedy the person’s shortcomings, if talking to him isn’t enough: “We’re going to get this person a coach,” or “He needs another assignment to work on this deficiency.” The leader commits herself to giving this help. Then the leader sits down with the person and discusses the appraisal. If I’m doing the appraisal, at the end I’ll say, “Now I’m going to give you the last line. You’ve heard what I think—what would you like to add to this?” He’ll reply, and then I’ll say, “Well then, we’ve agreed that these are the issues you’ve got to work on. Now, some of the
problems may be in your DNA, and you may not necessarily be able to change them. But you can modify them, improve them.” Finally, the person being appraised initials the document, saying in effect, “Okay, you’ve said some nice things about me. I appreciate it. I accept the fact I have these learning needs and that I will participate in seeing if I can overcome them in the days ahead.” Such assessments go on and on, with thousands of people, throughout the whole Honeywell organization. When I go to one of the businesses, I look at the evaluations of all the top leaders there and their direct reports maybe fifty or seventy-five of them. I go through all the high-potential people who were previously moved there because of their progress and performance. I identify those who aren’t performing, and decide what to do about them. I follow through with a five- or six-page memo to them individually. Then I go back six months later and review to see that those actions were taken. If that approach cascades down through your organization as it’s supposed to, it will change your workforce.
People who are not accustomed to giving candid appraisals will struggle with the process at first. “They’ll resist,” says Redlinger. “How do you get them to understand it? When we started, it was contentious and difficult.
Sometimes you’d take an extreme position to get people’s attention. Somebody would say, ‘Old Harry’s done wonderful things,’ and the reaction might be, ‘You’re crazy. He’s a bum. He’s never delivered results. He’s full of hot air.’ We’d get into arguments about these people, but in the end everyone knew more about the person being appraised.
“The candid appraisals taught general managers to focus on the quality of their talent as a fundamental, competitive advantage. As they upgraded their organizations over time, it occurred to them that the businesses worked much better, they competed much more effectively with super talent. And the character of the conversations changed. Instead of debating the quality and performance of individuals, they became more focused on how we can help so-and-so overcome this gap in knowledge or experience or capability, or where should we move him.” There’s nothing sophisticated about the process of getting the right people in the right jobs. It’s a matter of being systematic and consistent in interviewing and appraising people and developing them through useful feedback.
The three building blocks we have described in part 2 are the foundation for the three core processes of execution. If you have leaders with the right behavior, a culture that rewards execution, and a consistent system for getting

the right people in the right jobs, the foundation is in place for operating and managing each of the core processes effectively.

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