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[Feb 2018: S3 changed the name from Effectiveness Review to Peer Review]

The ERs have entered a new phase: it was the first time we run it for the second time for the same person.

Few short comments and notes:

  • If you have no (good) role description, you end up with feedback session, not a real ER. Still useful & engaging, though.
  • Last time I created a too ambitious development plan. Lesson learned: development plan is not to please the audience, it is to help you work better. So don’t lie to yourself, that you would be able to do X and Y and Z. You won’t. Tackling X will be an achievement.
  • You need to make sure the participants understand their role well. Devote some time for it or you won’t get what you are looking for (i.e. interesting, well-thought, sensible appreciations and improvement suggestions).
  • Select your participants wisely. They need to work with you a lot. Of course, since all your colleagues are intelligent beasts, every each one of them is capable of telling you something interesting, but the most valuable comments will come from people who had a lot of chances to see you in action.
  • People get used to the fast-paced way of conducting ERs.
  • More and more people prepare themselves for ERs. We talk more about roles. Not much done yet in the area, but I hope it will change soon.
  • New joiners think ERs are an established practice and they treat is as one of many weird things we do here. 🙂

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[Feb 2018: S3 changed the name from Effectiveness Review to Peer Review]

My comments written down after the 4th effectiveness review (ER) at Codewise.

First of all, the ERs are becoming “no-events”. I mean, people know what to expect (both the hero of ER and the participants). They come prepared, they know what to expect. Around 30 people already participated in the ERs (and few more decided to have one for themselves).

ERs Beg For Well Described Roles

During the S3 course I attended, I heard that implementing some of S3 patterns results in starting using other S3 patterns as well. I think I start to observe a little bit of this happening. The fact we started to run ERs initiated some discussions about our roles. Sometimes we are happy with what we have (usually old job specs from the ancient times when we applied for a job or we were promoted to certain positions) but in some cases ERs are a catalyst of discussion and changes. It would eventually happened anyway, but it seems it will happen sooner thanks to ERs.

The Development Plan

I observed a difficulty with coming up quickly with development plan. I struggled with this myself during my ER. It was hard enough to grasp all the improvement suggestions (there were ~25 of them) and rapidly creating a sensible plan out of them… well, this was challenging. I felt time pressure (10 people staring at me and waiting till I present a plan to them) and that definitely wasn’t comfortable.

Yesterday, I observed how the hero of ER was preparing his plan and I was under the impression that it wasn’t easy for him as well. One of the improvement suggestions he got was that he should delegate things more. So he added “delegate tasks” as one of the points of his development plan. I was expecting more concrete steps towards delegating, not only the promise of “I will delegate more”.

Can we expect the hero to come with some detailed plan just like that? What about the big tasks – like the one that “you should delegate more” – is it OK to have a development plan with point “I will prepare a plan of action on how to delegate and then I follow it”? Or maybe the hero should spent some time on the spot and try to figure out what would be the actions moving him into the desired direction (or at least the next step – like in the GTD method – to set things in motion) ?

The problems with preparing Development Plan might stem from the fact that this were our first ERs, which resulted in a gazillion of improvement suggestions. I would expect to have less of them next time we run ER for the same person (provided that we do not wait too long with it). If so, then preparing a development plan should be much easier.

Things You Learn About Yourself

One guy – let us call him Andy (a leader of one of our teams) – gave the following appreciation: “I really appreciated when you came to me to talk about X. It was good that you reminded me about this. Thanks to you X wasn’t forgotten.” I asked the hero after the ER whether he was surprised by Andy’s words. He said it was unexpected. He rather thought about his own actions in terms of being PITA (kind of: “Here I go to this Andy guy, to give him one more issue to solve, as if he hadn’t got enough of them already… He must hate me for this…”). Now he knows better how his actions are perceived by others. Valuable knowledge, isn’t it?

Hoping for More

We had only 4 ERs so far, and even though I believe they were pretty valuable, I do not want to call it a success yet. Let me wait with fanfares until we run few of them for the same people consecutively. Will we still benefit from them as we do from the first ones? Yes, let me wait before I call it a success. But what we have right now is a promising start. Good!

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Recently I read an article about the (alleged) fall of Holacracy and one part related to meetings draw my attention. I’m interested in the topic of meetings efficiency for quite a long time. It reminded me of a novel way of facilitating a meeting that I witnessed during a Sociocracy 3.0 training some time ago. What I read in the article somehow resonated with my own feelings and thoughts.

But let me start with the prevalent opinion about meetings nicely expressed by this tweet:

Surprised? I guess not. I know many people who think that “meeting = waste of time”. (And BTW. my observation is, that the same people who complain about the meetings, act themselves in a way, which makes meetings a nightmare.)

Now, if you search for it, you will find a gazillion of advises on how to make meetings more efficient.

…but what actually happens when you try to squeeze the time spent on meeting to minimum aiming at making them as productive as possible? People should be happy, right? Hmm… not so fast. Read this quote from the aforementioned article:

As Zappos onboarded its employees to the system over the past four years, one of the biggest complaints, far and away, was around the rigid meeting format, which provides the guardrails for the system. Tactical meetings […] tightly govern how and when employees can speak up. The meetings, which typically are held once a week, open with a check-in round and then dive into checklists and metrics. […] there is “no discussion” during the check-in and closing rounds. In other words, there is no natural, back-and-forth conversation that begets camaraderie, respect, trust, and connection. No small talk.

Whoa, wait! That is really interesting, isn’t it? At one hand people are tired with meeting taking too long and often not bringing expected results. They are dead tired with some talkative assholes who waste time of everyone in the room. They want to reach decision quickly and go back to their work, right? They would love to end the endless debates and discussion.

And what happens when you actually give it to them? They are disappointed because “there is no natural, back-and-forth conversation that begets camaraderie, respect, trust, and connection” .

I find this really intriguing. Recently, when trying to start the process of effectiveness reviews, I experimented with strict facilitation rules (rounds & no discussion & no preamble). And I felt that some participants were not enjoying this formula (even if they witnessed its effectiveness). I wonder if what I try to achieve is so much against our human nature (and thus destined to fail) or maybe – and this is what I hope for – it is only an initial pain of doing things in a new way? Will see about this. 

As for now, my plan is to have the following deal with meeting participants:

  • during meetings, we get rid of “human element” as much as possible – we aim at efficiency,
  • after the meeting is finished then whoever feels like he wants to socialize does so (and let me tell you that our office provides plenty of ways to socialize!).

Would that work? Or maybe we are so used to the fact that the meetings are about socializing and small talk, and endless discussions that we won’t let it go no matter what?

 

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[Feb 2018: S3 changed the name from Effectiveness Review to Peer Review]

Since the last blog post(see http://tomek.kaczanowscy.pl/2016/12/sociocracy-3-0-effectiveness-review/) we run 2 more effectiveness reviews (ER in short). This blog post gathers my thought, comments and lessons learned. Hope you find it useful.

Preparations.

Based on previous experience I took the following steps to make the next effectiveness reviews even more fruitful:

  • I prepared a document explaining shortly what it is and what is expected of the participants.
  • I tried to make driver & role description more visible during the meeting – so that the appreciations and improvement suggestions were more related to it.
  • Last time we ended the ER with development plan in form of some additional notes added to the “improvement suggestions” flip-chart card. This time I wanted to end the meeting with more explicit development plan (i.e. written down separately, so there would be no confusion on what was really decided).

Also, I created a short checklist for anyone who wants to run an effectiveness review (with some basic stuff like how to prepare room etc.)

Time

Recently I’m pretty focused on the meetings efficiency. I hope to run ERs regularly so I want them to be as concise as possible.

In one of today’s meeting I set some strict rules: we speak straight to the point, no discussions, no preamble, no starting with “Uhhmmm…. Well… so…. Of course I agree with what [name of previous participant here] said, because I also feel this is very important. And also I would like to add that …” (15-20 seconds gone, now multiply it by number of participants and number of rounds!). It worked wonders – we avoided a lot of time wasting talking and the whole event was much shorter.

However, later when I discussed the event with some participants, I learned that there are some downsides of this approach (excerpt from an email I got):

“I thought the meeting was slightly rushed with the onus being on short sharp bullet points of feedback however I think we could have elaborated on our points more and given examples which could help benefit the person.”

In general there is some tension between having an efficient meeting and allowing people “to do the long and non-value talking as they usually do”. Currently I value efficiency more (but I try hard not to be rude interrupting people etc.) Still, my approach could be improved – one person suggested that giving examples (context) for appreciations could be valuable, and I agree with this idea.

Anyway, I believe that with artful participation it is possible to have a very fulfilling first ER taking less than 30 minutes. I also think that the consecutive ones (for the same role) can take half of this time.

My learning also is, that if you clearly state the purpose of the meeting (easy-peasy in case of ER: first we do appreciations, then we do improvement suggestions, so in the end we can have development plan) then it is pretty simple to stop any discussion that is not moving us towards the goal of the meeting.

Taking notes

Taking notes sounds simple, but it ain’t so. After one of today’s ERs we had notes so good, that people who wern’t there would benefit from reading them. The notes from the second ER would be completely cryptic to someone who wasn’t there.

In general, I think taking good notes is a skill that could be trained.

As for now, flip-charts worked for us better than whiteboards. The notes on flip-charts were more readable. Not sure why – probably because the flip-charts offer infinite surface which encourages the scribe to write longer sentences (and thus achieve better readability afterwards).

My ER

One the ERs today was mine (“lead by example”, isn’t it?). I have to say this was a positive experience. First, it is really encouraging to hear the appreciations and learn that this thing, that maybe I was even embarrassed about (oh, no, I can’t bother them again with this, no, I really can’t), that they actually appreciate it. Second, the participants gave me some really valuable feedback on how I could improve. Some of the things I was aware of (“delegate more!”)  but some were new to me. And even for things I knew about it makes a difference if you hear it from few people. At least for me.

And BTW. I think I did a good job on selecting people – I took some close cooperators but also few “independent thinkers” that I do not work on daily basis but who are influenced by my job. Thanks to this, I got feedback from very different perspectives. 

I ended up with a 5-points development plan. Some of the tasks too big to be “action points” but rather directions I should move into.

During my ER I had this feeling that some participants are actually more nervous than I was. It seemed to me, that it was hard for them to express their opinion in a public setting. Probably my role might have some impact on this, however, I know all of the participants pretty well and we are on friendly terms, so I’m not sure where this hardship is coming from. Also, it seems that for some people it is awkward to give feedback in such public setting. No problems with appreciations, but improvement suggestions are hard for some. I wonder if this is only because we are not used to do it in such manner? Some also dream of good, old, corpo days when managers would handle the hard stuff (an excerpt from the email I got afterwards):

“Obviously its a lot harder to give more constructive criticism face to face so I prefer anonymous then the manager will collate all feedback.”

Final Notes / Random Observations / Concerns

Notes to myself on what to improve:

  • Work on roles – our old job descriptions we use instead of driver&role are not good enough.
  • We need more skilled scribes.
  • We need more skilled facilitators.
  • Sending email with guidelines for participants seems to work pretty well.
  • I still have no clue how to efficiently amend the driver/role during the ER meeting.
  • The 1-month frequency is not good for everyone. Need to be flexible with this.

Some doubts:

  • If the role is not clear enough then so are the improvement suggestions. So, first work on the roles.One of the concerns we have is the following. The ER concept seems to work fine when there are no major issues with roles. The atmosphere is friendly. How will it work if there are some serious issues with person in role? Will the participants be polite enough to express their doubts in form of civilized “improvement suggestions” or will the whole meeting divert into some kind of judgment and punishment for the hero?
  • In general I feel ERs are a valuable addition to what we do, and we should continue. However, I have doubts whether ERs are suitable for everyone. Will developers benefit from this kind of meeting? I’m not sure. I think in the case of many devs code reviews, 1-on-1s with tech leads and team retrospectives might be good enough.

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The Internet is full of “10 Rules For Effective Meetings” blog posts so why not create my own? Sure, why not?

These are the guidelines I try to follow when organizing meetings. They work fine for me in the context of the company I work for (flat structure, ~80 people, no managers, no corpo-bullshit). I have no idea what happens if you apply them to your workplace (but I bet, it would be something positive).

 

Meetings People Love

Meetings People Love

A Meeting? Seriously?

Sometimes it is enough to visit your colleague in the next room, sometimes all you need is a short discussion on group chat with few people, sometimes simply wait till certain people are having coffee break and join them for a five minutes discussion.

Meeting is a heavy, time-consuming, corpo-smelling, commonly disliked thing – look for a lighter solution.

Save People’s Time

As an organizer make sure you do everything possible to save people’s time. This means you make sure that:

  • all important people will show up,
  • the room is ready (see below),
  • all participants  know what they should prepare for the meeting (if anything), and that they really did,
  • lead the meeting so that it is worth being there

One minute of your preparations can result in few minutes saved for each participant. Do the math.

Organize the Room

Always be there at least 5 minutes before the meeting. This gives you time to reorganize tables and chairs, tweak the air conditioning, bring missing markers, clean the whiteboard, check the projector works etc. Make sure the flip chart, markers, magnets, pencils, cards, or whatever else you gonna use is there.

They way the tables and chairs are organized is important. Make sure you know what type of meeting you want (a lecture? an open discussion?) and put the chairs so that people have no choice but sit according to your plan. If it doesn’t work just like that, ask people to rearrange so they sit the way you intended. Really, do it. If not, you will end up with weak discussion only because people sit side by side and can’t really talk to each other. Or you will have two hostile tribes on two other sides of the table. And it will be your fault.

Action Points

A meeting without Action Points (AP) is a waste of time. Make sure everyone knows what was decided (remind them right before the end of the meeting). Every AP should have an owner. For every AP it should be clear what the next step is, and when this next step should be finished.

Meeting Notes

Keep them short – usually the APs is all that matters. Add pictures of whiteboards notes, sketches, diagrams etc. – a good reminder of what happened during the meeting.

Send the notes ASAP (to all interested parties) after the meeting is finished.

Make Fun of It

If possible make some fun around the meeting. Yes, do it. The invitation can be funny or you can put some funny accents into the meeting notes. I’m trying to do it for (some) meetings I run at Codewise and I think it works. From discussions with my colleagues I suspect some of them take look at the notes because they want to find out what kind of stupid stuff I put there among serious notes. Good! – at least they will scan through the notes looking for hidden gems and will inhale some of the essence (if they want it or not).

I will give you one example of what I’m talking about. This is an email invitation to developers to take part in our weekly “devs meeting” – which is a gathering of interested individuals from each development team to share business and technology news. So usually the invitation email is “standard”, but from time to time, I try to tweak it a little bit. For example, like this:

meeting_code_monkeys

Facts First

For problem-solving meetings always start with the facts. Even if you think people know the full picture. They usually don’t. It is your task to learn about it before the meeting, and then present it in a concise way. Or – even better – ask the participants to list them. If not, you risk all kind of misunderstandings (like people discussing different issues, while thinking they all talk about the same).

OK, here comes a story. So once upon a time we had this meeting. And I explicitly asked participants beforehand to prepare a list of facts so we start discussion with them. Once the meeting started one person gave like one fact and immediately followed with a general solution, which, in his opinion, solved all problems related to the discussed topic! I stopped him in the middle of a sentence and refused to discuss the solution until we learn about the whole picture. We continued with the facts and listed 12 of them on a whiteboard. After 30 minutes of a discussion we agreed on some action points. The solutions we discovered were completely different from what the first guy suggested. I would also say they were much better. Can you guess why?

Do Not Distract People

Do not turn on the projector too early, and make sure you switch it off when it is not needed anymore. For some reason, people will stare at the screen even if nothing happens there (instead taking part in the discussion).

Switch off all communicators/calendar reminders when presenting. First, it distracts people. Second, it can be pretty embarrassing. 🙂

Transparency

For problem-solving meetings always leave the door open. Invite crucial people and let other know that such and such meeting will be held. And don’t worry – only few (if any!) will come. But those who decide to join you will probably have something interesting to say. Good for you, right?

Similarly, publish the notes so that all employees can read them. You have nothing to hide, do you?

As Attendee

  • Come prepared. If asked to read something, read it. If asked to think about some idea beforehand, think about the idea. Simple, isn’t it?
  • Don’t attend a meeting if you do not feel like going there. Your absent-presence won’t help anyone.
  • Think about other people who could help and discuss inviting them with the meeting host.
  • Always inform the organizers if you attend or not. A simple click in the calendar is all they need – and it really helps them to prepare a meeting.

Tips & Tricks

  • If we chit-chat instead of discussing it means the meeting is over. Finish it.
  • For recurring meetings, change the meeting host once in a while. It helps to fight the boredom.
  • Throw away empty markers immediately. Have no mercy!

Ending Quote

For all programmers out there, who love all kind of meetings 🙂

delete_emails_and_avoid_meetings