Tag Archive: leadership

on second thought…

Let’s be honest – I tend to get pretty introspective around the new year. Not in a dark way, but certainly many of my thoughts are dedicated to what I have done but many more of them are focused on what I have not accomplished, or sub-optimal results. It’s my nature to be more critical than not. I have spent a lot of energy the last year or so trying to celebrate the positives, and with my friends in the SIGUCCS tribe I have made a lot of progress, but I still have a long way to go. One thing the Tribe has helped me do, though, is to turn these critical moments and make them points for improvement or at least lessons learned rather than merely negatives with which to obsess. Considering I came to Menlo College with the fundamental goal to learn about being a CIO (and an institutional leader and manager, of course), let’s see how I’ve done.

The Best Advocate for You (and your school) is You

I like to work on relationships with our partners and even vendors. I like to cultivate connections with someone like our Value-Added Reseller (VAR) where they understand our needs and appreciate my expectations. I hope that vendors – actual manufacturers – will work with us on deals and pricing that show appreciation for our small institution and staff. I’ve also spent a lot of time building partnerships around campus, with other leaders, department heads, faculty and staff. In many ways I hope that these local relationships will yield strong voices of support. For example, I have tried to reach a point with a VAR where, when a project comes up, my priorities (do things the “right way,” and don’t presume that I want the easy way just because we’re small) are their priorities. I had begun to believe that vendors would go the extra mile for us on implementations and installations. I’d also started hoping that partners around campus would speak up for us when appropriate and helpful to all parties.

This was a stupid and naive approach.

At the end of the day, the only person (or group) that can effectively advocate for your vision, your priorities, and your needs is YOU (or your department). The only one that can always ask “wait, but what’s the right way to do that, not just the ‘small college’ way?” is going to be the person paying for those services. The only one that will even consistently notice that things have not been done that way is going to be you – outside groups will not be reliably pro-active to pursue the path that you prefer or even need. At the very least, one must be vigilant for any presumptions made and constantly verify that everyone is on the same page. You are the owner of your processes and solutions, plain and simple.

And regardless of how strong that relationship is with a partner on campus, even if all parties are seeking progress and there is no pettiness or personal gain issues at play, no one can truly take your place at the table. We all work hard to get to the table, and we need to be there when the questions come up.

This might seem pretty obvious, and in many ways I hope it is to most people. My point is a more nuanced one. We have faith in our efforts to form partnerships, and we pursue them so that we are working together more often than one for one another. We can and should still try to establish these relationships and invest the time needed to maintain them. But its naive to believe that you can let things just go on their own way without constantly checking on things. And remembering that at the end of the day – every day – you are the one that has to be the advocate for your institution’s or department’s needs.

Don’t Under-Manage your Projects. Ever.

You can never put too much effort into project management. Whether the project is small or big, oversight and management must be consistent and run from start to finish. Even informal projects need regular attention. More importantly, don’t get distracted. If you’re doing too many projects, then find a way to spread out the load. If you’re not a formal project manager and your “regular” work gets in the way, then keep yourself on target with the project first and manage your daily duties accordingly, or give that project to someone else.

This might seem easy for me to say – of course project management is important, and of course we all wish we can shift things around or give projects to others, but that’s just not realistic, right? The way I see it, it is my job, as a manger and leader, to help my team keep projects balanced, and to manage expectations of those around campus. Whether it’s our web applications developer, our social media & marketing manager, or our actual project manager, I am there to help things stay balanced. I am there to enable them to do their work, to be successful. I am there to run interference if one project has to bump another one off the list. That’s what I do, so that we can keep the project management capacity we need to keep things on track. Because, again, you can never have too much project management capacity. That means that there has to be someone constantly moving things around to keep capacity at a maximum.

And one other thing I learned – of all the folks on the team, I’m perhaps the one that has the hardest time shifting my attention away from my “regular” duties (like…supporting the team in their own project management needs). So I probably shouldn’t take on big projects. Definitely learned this in a rather rough way.

Take Your Professional Networks to the Next Level

I’m sure everyone puts a lot of energy into building professional networks. At conferences, through attendance at webinars, participating on mailing lists, or via some other means, we work hard to meet others and to establish at least some kind of meaningful bond that could bear fruit of some kind or another down the road. Whether it’s literally our LinkedIn network or merely and generically the network of people with whom we are linked, it is important that we put energy into development and maintenance.

However, if you can take it one step further – interaction at a human level – then things really change. This could be going out to dinner or for a drink with folks in your network – rather than just lunches (that occur during the business day anyway) – or, if people are remote, setting up a chat room for regular interaction. It could even still take place at a professional event, like a conference, but the interaction itself is more personal. Yes, I’m at the bar networking with others, but I’m there spending time on a human level with others as well. We aren’t just talking about the job, nor are we just making small talk. The difference can be very subtle – asking for professional advice is one thing. Being comfortable enough to bluntly complain about a situation in a candid way before asking for that advice is something deeper.

I’ve spent a lot of time networking at conferences the last several years, building my network. I’ve done just about every leadership and management program that EDUCAUSE offers, and I’ve become involved with SIGUCCS at an organizational level. After all this investment, it’s been just the last year or so that my interactions have gone to the more human level. Several of us meet online on a regular basis. Some of us are in an always-on chat room where we indeed do complain about things now and then, yet always also ask for advice. Some of us are even talking about going hiking or backpacking together at some point.

I can’t really quantify and can only vaguely qualify the impact of this difference. But it’s been meaningful, certainly, and people I considered peers became more than acquaintances and are now bona fide friends.

Thoughts from the Educause Institute Leadership Program, volume 2

I’m a day late on this one, and I will in fat roll the last two days into just this one post.  Some of my thoughts have been formulating over a while anyway.  Plus, due to some technical issues, I am having trouble effectively composing posts from anywhere but our meeting room.  So it just hasn’t been easy.

One thing that has really impressed me, as my team has been working on our presentation to the “executive council” (played by our faculty) and while talking to other attendees, is that so many of the attendees have made these kinds of presentations already.  They have already been on the radar of their upper tiers of their organizations.  In a way, this means that this really isn’t all that hard of a task and that arguably attendees are far closer to being high-level leadership positions than perhaps I had anticipated.  I figured everyone would be high level directors, but the director of, say, all customer or systems support for some major state university is pretty high up there.  Even in terms of scope of work, what I do as CIO at Menlo College is not that far off from their work.  The only difference I’ve generally felt about my role has been its scope.  Not so much even by now, before the workshop has even ended.  It’s really impressive.

As far as the workshop itself, a few things have jumped out at me.  The first is that, while we did spend time talking to our executives as prep work so that we understood that level of leadership.  So that we could separate really high level strategy from the “tactical” work we do.  This was very useful, but we haven’t really returned to the strategic during the presentations as I would have expected.  We’ve talked a lot about regulations, about what we need to worry about as leaders, and even how to manage relationships, but that’s really it.

Without an explicit, ongoing emphasis on strategy, it’s really easy for us to all get “into the weeds” and talk tactics and specific solutions during our conversations. We get out of the strategic.  There are some important points here and there.  Looking at governance from a high level (see my note below about emphasis on size of institution making these solutions less relevant to me, however).  Examining IT security as part of a general campus risk security model is a powerful one.  But those were not really the core emphasis of some of these presentations.

Also, and I’m borrowing from another attendee here, there hasn’t been a lot of talk about how to maintain innovation while handling all these other issues.  Yes, we need to care about compliance and cyber-security, but what about our responsibility to foster creativity and the ability for faculty to be free to be innovative?

Finally, there is the empahsis on large institutions.  The faculty are all from fairly large ones, and I can understand a bias.  But while it’s always diffficult for me to take ideas and apply them to an institution of our size, all the talk about deputy CIOs, relying on large staff with multiple layers, etc makes it tougher than I had thought.  I’m getting stuff out but, in the case of governance, for instance, I was generally taking information from about 1/3 of any other institution’s solutions, with full knowledge that I hav no capacity to dfo the other 2/3s.  That is truly frustrating, and more of an effort than I had anticipated.

On a more…personal interaction note, I really need to learn to shut up more.  We all have great ideas, and they will conflict at times.  It’s not quite an issue of “put 7 leaders together on a team and it’s chaos,” but if some don’t step back, it is a lot of discussing and less productivity at times.  And I personally feel that I’ve been contributing less valuable content than others.  In no way has my group made me feel like an outsider or have they ostracized me in any way.  I do feel that my opinions are contrary to the general flow perhaps more often than not, but that itself doesn’t mean I should step back.  But for the sake of getting things done, I need to sit back more and just listen.  Of course, this is a lot easier when the overall work of the team is really excellent.

The jury is still out on whether this will be a good educational experience.  I’m learning more through direct conversations with the faculty than the curriculum, it seems,  We’ll see.

thoughts on the Educause Institute Leadership Program, volume 1

A while back, I did a series of relatively short posts on a leadership program I attended.  The Learning Technologies Leadership workshop offered by the Educause Institute.  Many may wonder why I am now reviewing this program again.  In fact, this is a different one.  One month later, I find myself back at the Hilton Orrington in Evanston, IL.  This time, it’s a general leadership program, with a very different crow.

Yesterday was just a half day so my observations are more about the differences in the crowd.  I don’t think I know enough to make comments on the curriculum.  I can certainly talk about my trepidation prior to the start of the session.

Before things commenced I was very concerned about how I’d fit in.  Would everyone be from really big universities?  Even against a director, my experience at such a small college might not translate.  I might be this useless appendage.  I’d still learn just from hearing everyone’s experience but I want to contribute.

Fortunately,  my fears did not come true.  While I am a bit surprised by the number of folks that work in administrative systems (rather than customer-facing programs), but overall there is a lot of diversity, in jobs, age, years in job, and institution (or department).  I think things will work out.  More on that as the week goes by.

The team project, which was a linchpin of the LTL program, is handled a bit differently. I ‘m sure the actual presentation will be similar an the team dynamics will still be key.  But we heard about the team topics last night – we had to pick two, and therefore had no idea what we’d get.  And for me, this is especially harrowing because I don’t know if I’d end up doing a potentially big topic – but one that interests me – with really big institutions that just won’t speak on the same terms as me.

Because this is a group that are aspiring CIOs, we did spend a big section yesterday talking about the changing role.  On the one hand, this is a critically important topic and discussion (one might think differently based on my recent post about an article in Educauseu Review, but that’s because I felt that was intended for other CIOs, not aspiring ones).  On the other, I felt that we jumped a bit too far into the changing role.  We discussed the changed role – what it is now, under the presumption that we had preconceived notions.  Maybe we did.  Just an observation.

Overall, while I had a pretty full afternoon, it was not as intense as the first day of the LTL.  But I am perhaps more excited overall, and look forward to the week.

reflections on the Educause Institute Learning Technology Leadership program

The last week of June, I attended the Educause Institue Learning Technology Leadership program.  This is an intensive, week-long workshop (that’s the best term I can think of it – it’s not a conference, it’s not training, and I don’t really think it’s a workshop, per se, either)  on how to be an effective leader at one’s institution.  It is aimed at those working in educational technology (instructional technology, teaching and learning, lots of other names), but it goes way out to how one might do presentations for new programs to executive officers, handling 6 or 7 figure budgets, and a number of other high level topics.

Overall, it was a very positive experience.  But the real “meat” of this post is a bit more nuanced than simply whether I learned a lot or not.  For instance, in terms of just leadership skills ranging from one’s team to one’s institution, there was lots to learn.  But that’s not entirely why I attended.

As a CIO, I must admit I felt a bit out of place.  But we don’t have an educational technology program so it’s not like there was someone else to send.  And we want to start one up, so we did want to send someone.  But, while I did have these very relevant reasons for being there, I definitely had a different perspective than most.  To be honest, I think this caused a bit of…disconnection and possibly abrasion with my teammates.  I am sure they are all gracious enough to disagree with me, but if I’m being truthful, I think at times my tendency to think about issues such as liability and institutional fit instead of creativity and pedagogical impact was a hindrance to overall productivity.  I apologize to a great overall team for that.

When I signed up for the workshop, though, my key question was “is there something about leadership in learning/educational/instructional technology that is different than leadership in general?” (more…)

thoughts from educause LTL volume 3

So..I’m really tired, and this is going to be short, to be honest.

Last night my team worked on finishing the presentation we will make today to the “senior administrative leaders” that the LTL faculty will be “playing.”  We are to pitch a specific idea, with implementation, budget, etc., that will address a strategic concern of a college.

Until last night, I have to admit that I haven’t felt completely at ease with our group.  This is not a statement about the people, much less about any one person in particular.  It’s about trying to form a team made up of people that have all come to a workshop designed to build leadership.  This is a group here to become better leaders.  Putting us in groups is going to cause some unease.

But there is nothing like a project, trying to make something concrete, to bring people together.  As we worked together, our skills and strengths emerged naturally.  Even more impressively, the way we offered to help just flowed.  Someone would ask for help (I know I did several times) and others would start working on solutions.  One person made headway, and ideas were thrown about, and we ended up with a great product.  When we did a run-through, we all gave feedback equitably and fairly, and we have, I think, a solid product.

I don’t know what today’s reflection piece will be, but I know that last night’s collaborative experience will be the sticking point for me for the day.

thoughts from the EDUCAUSE LTL, volume 2

I a still at the Learning Technology Leadership program from the Educause Institute, and the latest reflection piece we’ve had is on leadership.  Unlike the first assignment, this one was done in the morning, before getting on with the day.  So it’s shorter.

We were asked to discuss how the first day’s discussion may have changed our views on leadership.  My response follows, and additional commentary past the jump.

While the concept of leading from within a group (rather than at the forefront) is nothing new, the discussion that stemmed from the governance committee model at Northwestern still struck a chord. Even at a small institution such as mine, where working with anyone means working with everyone, maintaining a steady focus on communications and sharing the ownership of knowledge and understanding is a powerful tool.

Unfortunately, this also takes a lot of energy. I am inspired by the prospects of what such shared communication can provide. Yet I am also concerned about the sheer amount of effort required to sustain such a program.  At a larger institution, you not only have more resources in terms of number of people from your own organization to attend these meetings, but just more people in general.  At a small institution, at some point, these committees are all the same people, and you have to watch for burn-out, disillusionment, and perhaps even annoyance with the process.  That is completely counterproductive.

It will be a delicate balance and I will be adding “informal” to many of the names of these governance/communication groups, but it certainly has great impact, regardless of institution size. And that means it’s worth the effort, in almost any case.

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thoughts from the educause learning technologies leadership program volume 1

Day 1 of the Educause Institute for Learning Technology Leadership came to a close last night.  For just a half-day session, I am truly exhausted.  I am also excited that such a dynamic experience will span the next 3.5 days.  I’m sure I’ll get a lot out of it.

We are asked to reflect upon a specific topic each day.  Last night, we focused on the results of our StrengthsFinders surveys.  This tool, which I’ve used a few times now and find quite useful, tries to identify 5 strengths based on a big, long series of survey questions.  They are actually statements, and you have to choose which one better describes you.  For the most part, they are not opposed, which means it’s not easy to decide which one fits you best.  So you make a decision that is a combination of logic, thoughtfulness, and gut.

Below is a slightly-edited (just tightened up) version of what I wrote in our internal Yammer group.

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having a personal, long-range strategic plan

This is my last night in Memphis, where the 2012 SIGUCCS Conference concluded earlier today.  It’s been a really fascinating conference, and an especially satisfying experience since I am this year’s treasurer.  It’s been 18 months of planning and the work of a lot of people that led to a great and productive event.

One theme came up repeatedly.  More than simply sharing knowledge, a great number of the line staff – directly interacting with students, faculty and staff – and first tier managers demonstrated what I can only describe as an “intense thirst” for professional development guidance.  The emphasis has always been on networking and sharing information.  It has always been about building a community facing similar challenges and coming together to find meaningful solutions.  But there was a twist this year, and it was distinct and pronounced.

One session in particular, by Lucas Friedrichsen from Oregon State and Mo Nishiyama (@synthcat) from Oregon Health and Science University, sparked a number of thoughts.  Lucas and Mo, fundamentally, were discussing the challenges of remaining productive at one’s work, maintaining a healthy work/life balance, yet still obtaining and making use of the professional development opportunities needed to keep advancing in one’s career.  At the core was, I think, the same topic I’d been seeing elsewhere – these are professionals that have done good work, have built up their portfolios/resumes/skills, and are wanting new challenges (whether that means a new job or a new set of responsibilities is different from person to person, but it’s still about growth).  During the discussion and through the twitter backchannel the idea of a “personal strategic plan” occurred to me.

Most likely, there is a strategic plan for your institution.  Usually, the “official,” public one is something along the lines of “we strive to be awesome, using many of the awesome traits we possess, and will also care about the environment.”  In other words, fairly generic.  At Menlo College, where we are drafting our next strategic plan, we have begun with an internal document that is much more specific.  The section for the Office of Information Technology is broken into 7 sections, each of which has at least 10 specific goals, and every goal has a timeline.  This is the kind of document that is actually useful and that translates into tactics.  Every time we consider a technology or other solution, it must fit in with this plan.  If it does conflict, then we will ask why and whether we should redesign our goals (because sometimes something out of band can in fact be a good idea and we should keep an  open mind).

Why shouldn’t one have a personal one, as well?  A strategic plan about how to get to various points in one’s career on a certain timeline.  This would give us a sense of timing, a context for decision-making, and, most importantly, a path that one can keep an eye on and stay relatively close to over time.  This path would then give us milestones for achieving specific goals.

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a platform for accountability

As I have been considering various changes in my approach to management, leadership, and IT in higher ed, I am reminded of the importance of accountability.  This is one of the most important parts of a successful team – it is part of the foundation upon which productivity and teamwork rests.  In fact, it is part of a critically important cycle that is self-reinforcing – each phase of the cycle helps strengthen the continuation of that process.  Accountability begets ownership.  Ownership leads to a sense of responsibility.  Feeling responsible results in a greater understanding of accountability.  And the cycle continues.

Accountability must be pervasive, as well.  It cannot be just to one’s supervisor or manager that one is accountable for his or her activities and performance.  Peers must feel that they are part of the success of each of their colleagues and the team in general.  Conversely, not only should managers be able to hold staff accountable, but peers should have the ability to “call out” those that are not helping meet overall expectations.

The thing about accountability as a departmental, top-bottom, bottom-top, side-side trait is that nothing is explicitly confrontational.  Even the most severe conversation becomes about team and goals, rather than personal slight.  Instead of “you are messing up my ability to get my job done,” one can say “we must rely on each other to get this project done to achieve a common, team goal.”  I realize, of course, that we do not live in a utopia and that the former statement will still occur even in the most collaborative of environments now and then.  The point is that co-dependency can become the foundation for discussion in a system that relies on accountability and shared ownership.

The question, therefore, is how to build what I call a “platform” for accountability.  Much in the way that Windows or Facebook is a platform for development of software, accountability can be the foundation upon which projects and communication is constructed.   (more…)

management and innovation

A while ago, I posted about how hard it is to be a manager.  It was a kind of introspective, philosophical post rather than an in-depth analysis of management.  I was doing an off-the-cuff look at the conflict between being a manager and a leader.  The two are different, but unless you happen to have an administrative manager and a…leader manager, you often have to be both.  Someone took it rather personally, though.  The specific comment was:

“Since when did managers “lead”? Their job appears to be to punish creativity.”

This was an incredibly harsh reaction to my post, though I think more indicative of the contributor’s experiences than the content of my post, to be honest.  But it does get at a very key thing – if the key responsibility of a manager is to control resources, doesn’t that stifle creativity to some extent?  How much freedom can a manager provide when that person is looking at whether we can afford this, or whether this falls within a certain policy, etc?  Managers tend to look at boundaries – it’s an inherent part of the job.

However, it need not be the ruling philosophy, and I am actually quite opposed to an approach that looks at limits rather than opportunities.  I think that if one looks only at the boundaries and thinks first about policy then there is less rather than more organization, and certainly less creativity.  So I do not at all agree with the comment quoted above – I do think it’s possible to be a manager, and encourage creativity.

I don’t quite formalize things like Google does, where employees are asked to spend a certain amount of time each week thinking of “new ideas,” but I do put the responsibility of thinking of new concepts or new ways of doing things on the staff in my department.  I want to be able to trust them not only to do their jobs, but to approach those jobs with an eye towards thoughtfulness, thoroughness, and creativeness.  So I want everyone to think about what is being done, whether all the bases have been covered (documentation, informing people, etc – yes, this can create more structure than allow creativity), but then to ask “is this the best way?”

Even if it seems to be the only clear method, I encourage staff to then posit “there is another way.  What is it, and is it better?”  I hope that they will come to me with those ideas.  Yes, I will have to think about costs, because we don’t have an unlimited budget.  But I also budget each year for “random things we’ll try because they are cool,” and I hope that staff will take advantage of that.

Management need not stifle creativity.  Management should, in fact, encourage it.  Maybe crossing the line to leadership is another whole ball of beans (messier than just a can of beans, no?), but at the very least a good manager should leave room for creativity.

My biggest fear, by the way, as I write this is that someone that knows me and my management style will read this and immediately think “Allan doesn’t manage like that at all.  He’s a dictator and control-freak, not one that encourages creative thinking.”  I try not to think about that.