Founder Separation Anxiety

You’re the founder of a growing startup and it seems like just yesterday that you were a team of five, sharing a co-working space with one table and five chairs. There was an open flow of communication in the room and unless someone’s headphones were on to signal they were “in the zone”, anything was fair game to chat about.

Full Stack Engineer: “I’m thinking of moving the ‘Learn More’ button to the bottom right of the home page.”

CEO: “Sounds good. What do you think about what that potential customer said yesterday about our pricing? Should we push harder”?

CTO: “I d’no. Maybe we should talk to a couple more prospects and compare reactions?”

Full Stack Engineer: “Just so y’all know, I am probably going to revamp the pricing page layout in the next few days so if you’re thinking about changing things, lmk sooner vs. later, cool?”

CEO: “Totally, no worries, friend.”

Customer Support Rep: “Keep me in the loop too, all. I want to be prepared if customers start asking questions about the new layout or pricing changes.”

CTO: “You got it, friend.”

Operations Tech: “Yo, after lunch today can we talk about how capacity is doing with all these new customers? We might need to buy more cloud storage.”

CEO: “Ugh, I was hoping to keep our spending down before we close our A round next quarter, but I guess that’s a good sign that we’re selling. Revenue, yay!.”

It wasn’t unusual for the whole team to know every facet of the business. Where you were with sales, fundraising and how customers were feeling about every little change you made to the product. You saw each other’s work on your screens or perhaps, if all remote, you were in a non-stop thread in Slack with very few separate channels. It was intimate and cool….intoxicating. Even as the team grew from five to twenty five, there is this sense of deep connection that the early employees had with the founders of the business. A unique badge of honor which often garnered the respect of newer employees eager to hear the lore of those early days. However, with that growth, there becomes less intimacy and these early employees often find themselves with managers between them and the founders. This can create separation anxiety which manifests in different ways — from temper tantrums in meetings to disengagement and generally bad behavior — and can be the root of cultural issues or worse, unwanted attrition.

While many early employees will adjust to the scale of the business and the founders letting go of the details, some can become frustrated. They no longer feel “in the know” or are recognized as the CEO’s trusted advisor on particular decisions for the business. They are scolded for going around their new manager’s back to get the CTO’s opinions on their work or they try to undermine a decision made by the new head of a department by complaining to the CEO. Even finding time to just chat with the founder is a game of calendar Tetris for them. “They don’t have time for me anymore.” is a common sentiment. For these employees, you (or they) may feel that a scaling business is not a fit. Early stage is their sweet spot and a transition may be necessary. However, before concluding that it’s time for some of these early team members to transition, here are a few suggestions to manage Founder Separation Anxiety:

  • Openly discuss this situation with your team. It is a natural aspect of growth and success, but it requires managing expectations. “Good news, we’re growing! But this means we are going to be shifting how we work and some of us will be less in the know than we used to be.” This can be a great opportunity to ask the team what they need and where they are feeling the biggest gaps. Address what you can, but accept that you may not be able to honor all their asks. For example, being less in the know on board-level or financial issues as they may have in the “old days”.
  • Make sure you are accessible to your entire organization as much as you can be in both structured and unstructured ways. Create open office hours or lunch-n-learns for team members other than your direct reports to get time with you. Open office hours can be a standing block on your calendar (1–2 hours per week) where anyone can pop into your office (or jump on a zoom if you’re remote) and chat. Be clear that this time is to chat or bounce ideas around, not for decisions or setting strategy. Some newer employees might just want the time to get to know you better — your founder’s story or background (or theirs). These are invaluable opportunities to build a connection with your team. Unstructured time is simply ensuring you’re not tied up in meetings all day and have blocks of open time to walk around the office or pop into different Slack channels or Discord or whatever your business uses for remote communication.
  • Offer suggestions on how and when team members should book time with you outside of office hours. E.g., “Office hours are a great way to bounce ideas around with me or share ideas or thoughts about the business, but if you want to go deeper on a topic, let’s schedule a specific time to discuss and include others as needed.”
  • Set boundaries for early-timers when they try to end-around new bosses. Be open to listening to their ideas/complaints, but redirect them to their new bosses to make decisions. Coach them on how to express their concerns with their new bosses vs. offering to talk to their boss on their behalf or (worse) commiserate with them. Just because you used to sit next to them in a WeWork a year ago, does not afford them the privilege of undermining their leadership. Hold the line.
  • Be mindful of perceptions that come from “special relationships” between founders and early employees. It is not unusual for early employees to form personal relationships with founders outside of work. Late night beers or weekend family BBQs may have become routine. With a larger team, consider how these special out-of-work connections reflect on your leadership. Optically, it can infer special treatment or that some employees are privy to deeper business details. This does not mean you should end these friendships, but you should set clear boundaries and be transparent about them to the rest of your organization — especially if one of these individuals now reports to someone who reports to you. “Lisa, let’s be sure we don’t talk about work when we get our families together this weekend.” For the team, even just naming this, can allay concerns, but again, transparency is key. To Lisa’s new boss, you might say: “Lisa and I became BFFs in the early days of the company — our kids are BFFs too — but we’re committed to not discussing work when we connect outside of the office”.

This may seem like a lot to manage, but the time investment should result in team members better adjusting to the growing separation between them and the founders and having less anxiety about their roles in the business. You may not retain all of your early employees, but these tactics should mitigate some loss and will likely contribute to fostering a healthy culture of transparency, trust and respect among team members.

What creative techniques have you employed to mitigate Founder Separation Anxiety? Please share in the comments!

The Current Normal

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Our Current Normal, Amelia Austin

A year ago, I was adjusting to moving out of Massachusetts for the first time in my life. I became a full time New Yorker and loving it. I had moved into an empty-nester apartment with an open floor plan. Other than the guest bathroom, my bedroom is the only private space, with a Murphy bed in the living area for occasional visits of my daughters and friends. The NYC startup community was thriving. I have many old and new friends here in the city and countless former students working and starting their own businesses scattered across Manhattan and Brooklyn. In the past year, between teaching in Boston once a week and conducting my coaching practice, my “new normal” was an endless stream of breakfasts, coffees, lunches, dinners, drinks…book signings, shows, galleries, music… It was the dynamic and stimulating environment I craved. As my good friend Bethany noted almost exactly a year ago in her own reflections about leaving Philly for NYC, it wasn’t that I didn’t love Boston (it had been my home my whole life, after all), it was that I wanted more.

[insert sound of car screeching to a halt, here]

My last in-person class at HBS was on March 9. My youngest daughter, Eliza, a senior in high school, had been sitting in on my course all semester as part of her Senior Capstone project (she’s building an app). It was a joy to see her once a week in my classroom as she is a boarding school student and other than weekends when she’d visit NYC or our college tours together, our weekly dinners in the Spangler cafeteria after class were a welcome opportunity to connect. I cherished those intimate times together before she headed off to college, when we discussed what she learned in my course, how her app development was coming along, college applications, her part time job and life in general. On that last day on campus, we ate together and then headed to South Station. It was her spring break and, because of the pending doom of Covid19, a class trip to Amsterdam had been canceled so she decided to hang out in NYC with me and the many friends from summer camp that she knows in the city. We thought nothing of it to have a couple of her high school friends come along for a few days too. Looking back, it’s funny to think about the anxiety we had of the four of us in my apartment for a few days. It would be tight, but we’d make it work.

Amid all of this, my elderly mother was showing signs of decline. The day before Thanksgiving, she had a fall. Falls are not uncommon for an 88 year-old with limited mobility and several health issues, but this fall resulted in breaking her ankle and finding out she had two serious cardiovascular blockages. Two stents later, she was shipped off to a rehab center to recover from the stent procedures and start PT for her ankle. Sadly, mom was not a fan of PT (“the exercise repetitions are so BORING”) and she didn’t appreciate that she had to commit to the physical work if she were to ever return to her apartment in an Assisted Living (AL) facility in Cambridge, MA. Weeks turned into months and mom continued to decline both physically and mentally; she had lost interest in eating (an early sign of dementia) and as a result, her energy was waning and her body was starting to atrophy. All the while, the pandemic was becoming real and we were worried for the possibility we might not be able to visit with her if things got worse. The last time I had seen her was March 2nd – a quick visit to the rehab center before class that day – and she seemed to understand that she was declining, but I’m not sure she fully understood death was near.

Meanwhile, my middle daughter, Amelia, was on a ship on the South Pacific sea off the coast of New Zealand. A Junior in college, her semester at sea program ended March 23 and her plan was to backpack with friends in NZ for a few weeks once the program wrapped up. The same week my youngest was making the most of NYC with friends as it began the pausing process with local shops and restaurants starting to limit hours or closing altogether, Amelia’s program was cut short and we were scrambling to get her back safely (and virus free) before she ended up stuck in NZ indefinitely. So many swift decisions to make – from where she should make safe connections (SF was optimal) to whether she’d be better off in NYC,  Boston with her dad or with my oldest daughter, Abigail, who normally lives in NYC but is temporarily based in Portland, OR for a film project (currently on hold). We decided NYC was Amelia’s best bet so she could at least be with me and her younger sister and close to her friends in NYC. Looking back, we still had no idea how severely life would change for us or how drastically NYC would be hit by Covid19.

Eliza’s friends got back to Boston before things started to get uglier here in NYC and Amelia arrived safely here a week later. There was a mild panic in my home towards the end of that week when it sounded like NYC was totally shutting down. The girls could have gone to Boston, where their dad had more space for them in his home, but we didn’t know whether they were asymptomatic carriers, potentially exposing their father to Covid19. He was caring for his elderly, immunocompromised, parents and the risk was very high. I was also deeply worried about being completely alone. I had moved to this city alone because it gave me so much outside my doors that it didn’t matter. However, the prospect of being totally alone (other than my elderly Maine Coon cat, Edgar), scared the crap out of me. What if I got sick? What if they got sick and I couldn’t care for them? No personal connections for weeks? I just couldn’t bear it. I’ve never been clinically depressed, but I thought about how being alone indefinitely could trigger something like that; never mind the anxiety of fearing for my children’s health. Undoubtably, with so many sheltered alone in place, a major side effect of Covid19 will be depression, anxiety, suicide and accidental death. This is a traumatic moment in time for many and I will be forever grateful my girls stayed here in NYC with me.

So, here we are. I’m referring to this time as our “current normal” because we don’t really know what life will be like day to day or month to month. We’ve adapted to a life of unpredictability; accepting that each day is what we make of it and what lies ahead is truly unknown with minimal structure. Amelia and Eliza are doing two-week rotations between the Murphy bed and the couch. Weekdays are somewhat defined by Eliza starting online high school classes around 8am and I’m on Zoom with coaching clients, students and my work colleagues. Both girls have started to go running along the Hudson river each afternoon; doing their best to socially distance, donning gloves and keeping a scarf handy. I am keeping up with yoga via my favorite studio‘s live and on-demand classes. We are cooking together a LOT which we haven’t done for years. I’m breaking out old favorite recipes and teaching my girls cooking skills. Amelia, our resident artist, is creating new works almost every day – collages, drawings (this blog’s heading pic is hers), and evening hours are filled with music, an occasional cleaning party, binge watching several different TV series and slowly making progress on an epic, 3000 piece puzzle. While Edgar the cat is delighted to have constant snuggle time, he’s exhausted by all the activity that comes with us being home all day. We’re very happy he’s here with us though.

The current normal means that at any time, things will change and we’ll just deal with it. This week, it was mom’s passing. We knew it was near, but hadn’t considered how it would feel to not be able to be with her in the end, to sit with her as her body shut down, to be graveside to say our goodbyes or grieve together as a family. My three, globally distributed, siblings and I had a complicated relationship with our mother and mine was especially difficult with long periods of estrangement, anger and pain. She was my mother though and I was so sad for how she had to leave this world – totally alone. She never left the rehab center. In her last two weeks, PPE was required for visitors and none of her local relatives felt comfortable going there. Her caregivers were kind to her and I am confident she was comfortable at the end. Her funeral involved a brief, live streamed graveside service conducted by a rabbi who knew our mother. Her nieces and a nephew attended – abiding by the five-person maximum allowed at the grave site and all standing ten feet apart. My siblings, our children and a few cousins, watched the live stream together on Zoom. It was surreal and I still don’t feel closure because it was more like watching a reality TV show than my mother’s funeral. Since we never had the habit of talking routinely – she had a hard time hearing on the phone and never became a cell/text user- it’s still hard to believe she’s gone.

Moms_Funeral_CovidThis week, we conducted virtual Shiva sessions with family and friends via Zoom. We prayed and we told stories of mom with a focus on her best self – when she was funny, supported us and how she served as a feminist role model. It still doesn’t feel real for me though. It also feels strange after the past year of a very high-touch relationship with my much older siblings navigating mom’s care, making arrangements, lamenting over her lack of progress in rehab, that we no longer have that forcing function to pull us together. We had been chatting daily on WhatsApp. My sister and I calling each other almost daily to strategize about mom’s care and finances while also discussing how she impacted our lives – for better and for worse. It’s been an intense time. That was our current normal and will somewhat return once we are allowed back in her AL facility to clear out her things – an event that may not be until this fall or even winter given the vulnerability of the community with whom she lived.

We broke the Shiva this week to celebrate Passover. Abigail, three hours behind us, was preparing her own seder feast as we did our abridged “30-minute seder” here in NYC. I found a local butcher who scored me a perfect, small, brisket for three and a shank bone. Amelia waited in line for an hour at Trader Joe’s only to be rushed by their staff to grab matzoh, apples for charoset and other much needed sundries and get out of the store as fast as possible. We left the massive puzzle in tact on the dining room table, carefully placing a computer atop scattered puzzle pieces at the center so Abigail had a view of our tiny spread. We were supposed to be in Portland with her this week – celebrating with dear friends who were kind enough to drop off “Passover in a box” for her earlier that day. I am so jealous she had home made matzoh balls for her chicken soup! We made it work. It wasn’t quite the same, but I was with my girls and we are healthy and safe and that, frankly, is all that matters right now.

My biggest take aways from this current normal is to lean into life as it is today and appreciate this time with my children in the moment. While a planner by nature, these times have shifted my mindset to accepting whatever happens as it happens. I truly believe “this too shall pass”, but I have no idea what the future holds…and I am ok with that. I am absolutely sure life will not go back to the new normal I had adjusted to in NYC. Some of my favorite haunts will not survive, new ones will appear. We will start connecting with friends again, but perhaps with more caution and preparedness. The markets will suffer, but eventually recover. My children will go on with their lives, but we will have new memories together of the time we were forced to live in a period of complete unknowns – grateful we had each other and our health during this time. We will say goodbye together as a family to my mother, likely at her Yahrzeit a year from now. We will embrace life with a new lens – appreciating the moment like never before and being grateful for what we have vs. what we’ve lost.

Each night at 7pm in NYC we hear the loud clammer of residents far and near. They are shouting out their windows, banging pots and pans, and celebrating the countless medical professionals and service people supporting the US epicenter of Covid19. This is the city I moved to; not thwarted by disaster. We’ve been here before during 9/11. We stand together, we will get through it. It’s our current normal.

Are You Being Strategic About Hiring?

If I had a nickel for every time I get an email or text asking if I know any full stack developers for hire, I could cover the cost of my next trip to SF. I’m also struck by the number of founders who say they’re raising more money simply because they need more engineers to code, yet they do not have a good hiring strategy.

For decades, there have been books and articles about building engineering teams. The infamous book The Mythical Man Month, by Fred Brooks should be on every software engineer and tech startup leader’s reading list (It should also be re-titled either “The Mythical Person Month” OR “Nine women can’t make a baby in one month”…just sayin’). There are also many blog posts explaining why full stack engineers are unicorns. Yet, when I did my latest poll on twitter on top hiring priorities this is the response:

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Sure, it’s fine to look for a generalist [or augmenting your team with an outsourced dev shop] to get basic stuff done, but being more strategic about your hiring process, is what could be the difference between a great product in the market vs. something basic that is slow to ship. Below are some tips on how to be more strategic about hiring:

  • Product prioritization leads to hiring prioritization: If you’re doing proper product prioritization via discovery – talking with customers and understanding what you need to get to product market fit or grow adoption – then these priorities set the hiring agenda. For example, if you’re realizing that your on-boarding process is too complicated, then hiring a User Experience (UX) person may serve you far better than someone who can code a fresh UI. If performance issues are causing churn, then hire a performance engineer; someone who knows how to diagnose and fix performance issues. Just like you are building a product to solve for the job to be done, hire the engineer for the development job to be done. 
  • Understand the roles: Do you understand the difference between a front end developer vs. designer vs. UX expert? (if you don’t, read this) Are you fluent enough in your architecture to know what type of engineer should be building which elements of your product? Many early stage companies are started by engineers who know exactly what they’re doing, but many are biased in the areas of which they are most familiar, even if that is the suboptimal choice for their current products. I’ve seen products built with .NET simply because the seasoned engineer-founder knows that platform best, without considering whether it is the best platform for their product and/or whether they’ll be able to hire engineers who are skilled in .NET (or want to learn it) to build it at scale. I’ve also seen many startups default to the language of choice for the full stack engineer they found to build their first prototype and then let that language dictate future work as their product gets market fit and scales. This rarely works out, unless that first engineer is a ringer, and most of the time the reality of having to refactor your entire codebase or port to a new language hangs over the product team…forever. 
  • Long term need vs. short term fix: Another common mistake is hiring a full time expert in an area that only needs occasional work. E.g., Performance engineering. Certainly, if you’re building a complex, distributed, application that has heavy computation or many API calls, then a performance engineer is a critical full time hire. However, it may behoove you to find a good contract engineer who specializes in performance tuning as needed; at least until you’re operating at scale. Same thing for a designer – unless you’re at scale and adding new features/products at a steady clip, then a contract designer may be prudent while you iterate on your MVP. You may pay a little more per hour for these contractors, but that far outweighs over hiring and paying a full time salary early on. 
  • Time Delay + J-curve: Just because you have cash in hand to hire, doesn’t mean you will find and hire the right people right away AND each time you add a new person to the team, there will likely be a j-curve impact on productivity.
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    Therefore, when you prioritize hiring, factor in how long* some roles will take to fill (e.g., we don’t need a designer for a few months, but it could take three months just to find the right person) and be thoughtful about the cadence of adding new people to any team. Adding a bunch of new engineers at once is not going to accelerate development over night. Each time a new person comes on board, it’s disruptive to team’s flow – and this is not just about training them. It disrupts the whole
    dynamic of the team. If you’re doing a lot of hiring over a discrete period of time, set the right expectations (with yourself, your company and your investors) that a ramp in hiring will likely slow things down until new teams settle into new norms. If the ramp is constant, by the way, your teams will never settle into a groove leading to employee dissatisfaction, high turnover, product delays, etc.

    *This delay should also be considered in the budget exercise for these roles. Don’t front-load salary expenses for open jobs that may take weeks or months to fill. 
  • Humans are not robots: Hiring is hard, and even when you get really good at it, at the end of the day these hires are human beings that have their own unique needs, past-job baggage and career aspirations. Their added productivity, how they diversify and/or add to your culture is only part of the consideration. Having a strategy to prioritize manager, team time and money for their human needs (benefits, HR support, a strong on-boarding experience, ongoing training and mentorship, etc.) is just as important as having a strategy to prioritize these hires! 
  • Apply the 80-20 rule: A great product leader will tell you that if you invest 80% of effort to understand the problem, it should result in 20% effort to build the right solution. The same applies to hiring. If you take 80% of your effort to develop a great hiring strategy and program, it should lead to 20% of the effort to bring great people on board and retain them for the long term. 

There’s a severe opportunity cost that comes with bringing on the wrong people and/or at the wrong time and not having the right people programs in place. Even if you are a tiny early stage company, having to let someone go, or having them quit, and finding a replacement not only stresses out the manager and team, but there is a productivity hit to all while you go through the process. Even though it may feel like you’re moving slowly through the process of building a team, a strategic approach will pay off.

You can read more about my thoughts on hiring for startups here. Please share other ideas on this topic in the comments!

Mastering The Team Meeting

No matter how much we hate going to meetings, there’s a generally accepted best practice that teams should meet with their manager as a group on a regular cadence. More often than not, I hear leaders and/or their staff dreading their team meeting. Instead of these meetings being the least favorite time suck of the week, wouldn’t it be great if these were the meetings we looked forward to? That we felt it was time well spent with our colleagues and added value to our roles in some meaningful way?

There’s no reason you have to suffer or make your teams suffer through another tortuous hour or more. A while back, I shared protips on Mastering the 1:1. Now, herewith my tips on Mastering the team meeting…

Meeting Purpose: Set a clear purpose for your team meeting. What do you want your team to get out of the time spent together? Do you want them to stay informed about larger topics in the organization? Get to know each other and their respective work better? Whether you are rebooting a long standing meeting or you are a new leader of a team gearing up for your first routine meeting, talk with your team members about what they want out of the session. This time is much more about their needs than yours, so align the purpose with their needs. A fun way to get this dialogue going is to ask each team member to complete this sentence: “My favorite meeting of the week is my manager’s team meeting because……” What would they say?

Agenda: I am a firm believer that if a meeting is important enough to have, it should have a time-boxed agenda and always be followed up with notes and action items (“AIs”). Protips on setting the agenda:

  1. As the team leader, you should solicit 1-2 “hot” topics per meeting from your team. I recommend you do this no more and no less than 48 hours before it is scheduled so ideas are timely and content is fresh. Topics should not be tactical – that’s what stand-ups and 1:1s are for. Instead, focus on strategic discussions and information sharing. On the latter, do not make it a status reporting meeting. Information sharing could be a product demo, or draft of a presentation someone is preparing for a conference or a preview of a big announcement to solicit feedback before it goes out.
  2. Always send the agenda for the meeting 24 hours in advance. This sets expectations and ensures no surprises and attendees are well prepared.
  3. Prepping for the meeting should take less than 15 minutes. Solicit agenda items – prepare agenda – communicate agenda. Long slide decks and spreadsheets created just FOR the meeting is a total waste of time. If those materials already exist and can add value to the discussion, then owners of said content should A) share these materials ahead of the meeting for pre-reading and B) bring said materials with them and be prepared to share them at the meeting.
  4. Lead by example for your team and read all materials sent in advance before the meeting. If you have not read them, no one else will and again, you’re wasting people’s time. If you’re prepared, everyone else will be prepared.
  5. Finally, always carve out 10 minutes at the end of the agenda to take a pulse on your team. My method is “share thumbs at one”. Three, two, one and on one have everyone in the meeting give a thumbs up, down or sideways. I do a quick read of the room and video screens to gauge if we’re trending in a particular direction and, if so, take time to discuss. People feeling really up? Share why! People feeling down? How can we work together to make things better? This simple, transparent, way of sharing how the team is feeling is a great way for you to lead and for them to support each other. I also find doing this at the end vs. the start of a meeting tends to be a better read because no one is bringing the stress from a prior meeting into their pulse check.

Meeting Engagement: No one wants to listen to a monologue at the team meeting and no one wants to be in a meeting with other people who are checked out. Several protips to avoid this:

  1. Ask 1-2 members of your team to take the lead on the hot topics in each meeting. They do not need to be the experts on the topic, just the topic leader. This includes having them facilitate getting pre-reads to team members ahead of the meeting. The more they have ownership in a topic, the more engaged they’ll be.
  2. The team’s leader should not speak more than ⅓ of the time throughout the meeting. Other than updating your team about broad company topics, your job is to facilitate the discussion and LISTEN. If you’re a bad facilitator (not every leader’s strong suit), then appoint or bring someone in to facilitate. I’ve seen everything from EAs and HR leaders to program managers serve as facilitators of meetings – they keep the meeting on topic, on time and pay attention to the room. I don’t recommend one of your team members be the facilitator – they are there as an engaged participant, only.
  3. READ THE ROOM. Are people reading their email, checked out on a remote phone or video line or rolling their eyes at each other (visibly or under the table on their cells via text…)? Pay attention to what’s happening in the meeting and pause if you see this kind of behavior. If you’re losing people, you’re wasting everyone’s time and you’re costing the company money. (do the math, the average team meeting can cost a company thousands of dollars every week!). Tell people to put their phones or laptops away if they are checked out. Ask people called in remotely if they have anything to add to the conversation. Pull them in. If the topic is falling flat, be direct and ask why or solicit suggestions on how to make it more engaging. E.g., budget discussions are rarely engaging so even a simple “bare with me as we get through this” can go a long way.
  4. Have fun! It’s great to start a meeting with a funny anecdote or personal story to wake up the room. Maybe someone on your team has a good customer story or had someone on their team get a “win” worth sharing. Perhaps you have a fun personal story to share that shows your human side. Keep it light where you can, but serious during some of the tougher topics (budget, staffing, etc.). This fortifies the culture of your team both inside and outside of the meeting.

Tactical Stuff: When you meet and who goes to the meeting is just as important as the agenda and the content. Protips:

  1. Timing: Got a distributed team in multiple timezones? Find a time that’s mutually convenient for all team members. Do you find the meetings always run over? Schedule it for an extra 30 minutes and if it ends early, everyone gets time back – you’re a hero. Does the team have family responsibilities in the morning or after work? Don’t schedule the meeting such that it disrupts their lives outside of work (if it can be avoided). I also generally discourage team meetings on Mondays (frequent holidays/long weekends means rescheduling or skipping too often) and Fridays (long weekends and if hard topics, no time to debrief/process offline before the weekend).
  2. Decision making: If a meeting has >8 people attending, it is an “information sharing” meeting. Less than that, and decisions can be made at the meeting. If you have a team greater than 8 people, tee up decision topics for discussion and, unless it’s a layup, take the actual decision off line. Otherwise, there are “too many cooks”.
  3. Assign and rotate a note taker at every meeting. You and/or the facilitator cannot read the room and take notes at the same time. Further, by rotating the role across your team, you foster engagement and get fresh perspectives on the meetings each time. Notes should be distributed no later than 24 hours after the meeting while things are fresh. Always call out AIs with owners and deadlines in the notes.
  4. Guests: An agenda should always build in intros for guests and should be time-boxed for cameos. For example, if the head of HR is a guest at your meeting to talk through the next review cycle with your team, the team should know that person will be there and why. Further, unless there’s scheduling trickiness, have guests come at the start or end of the meeting so as not to disrupt the meeting with people coming and going throughout. My personal preference is guests at the start. Then we get into our regular routine.

Most important, don’t set it and forget it. If you do change things up, be clear on why you’re doing it and give it time to settle. Starting or overhauling your meeting process won’t necessarily show positive results the very next meeting and changing it too often will not only cause unrest with your team, but can create distrust if the rules of engagement keep changing. Have at least 4-6 meetings for a new routine to set in and then evaluate whether the changes are effective and adjust as needed. Solicit feedback from your team regularly too – after all, it’s their meeting!

Do you run a kick ass team meeting? Or, do you have ideas on how to improve the team meetings you attend? Share your protips in the comments!

The Three P’s: Lenses to Assess Your Startup’s Performance

I took a bit of a sabbatical this summer and now, refreshed and with a few new topics brewing, it’s time to get back to writing!

LunettesA recurring theme I’ve encountered this summer is which lenses you should apply when evaluating the performance of your growing organization. As an advisor and executive coach to early stage companies, I’m finding more often I am preaching the concept of the “Three P’s: People, Processes and Programs”. Looking at your company or department through each of these lenses and asking yourself how you’re doing in each area can be very telling. It helps you understand where you may need to improve to continue to scale and reach success.

Lens #1 – People

The best leaders of any organization know that their people are what makes or breaks the success of their company. This isn’t just about performance and productivity metrics of each member or as a team, this is about people being in the right roles, having the right training, career path and great peers, bosses and teams to work with. When you ask yourself “are my employees happy?”, consider if you are doing everything you can to ensure greatness. This is well beyond great pay and company perks or weekly beer bashes. Most people want to feel challenged in their roles, but also supported and set up for success. They want equally smart (or often smarter) people to work with and they want to see you get rid of people who don’t work as hard as they do or who are jerks.

Great employees want to work towards growth either as an individual contributor or as a leader. They want to know that they will be rewarded for making solid contributions and for being team players. Growth should not always come from taking on more responsibility or more people to manage. Growth can also come from broadening their knowledge through exposure to new things such as customer visits, interactions with your board, or maybe going to a conference or speaking on a panel with other domain experts. When an employee is not growing or rising to a new challenge, ask yourself if this is a limitation of the individual, or is the system limiting them? Do they need mentorship from someone who’s been in their shoes before to guide them to the next level? Are you micromanaging, thus not giving them a chance to step up and show what they can do?

Happy employees also feel like they have visibility into the vision and direction of the company. They don’t need to know every detail of a product roadmap or the revenue strategy, but they want to understand where the company is headed and how leaders of the organization are measuring success. As a leader of an organization, do you have weekly or monthly all-hands and/or quarterly reviews that include vision and strategy? Do you routinely communicate through company email or on-line forums (e.g., Slack) on big company news like closing a big deal or a great new hire and include why these are important? The more understanding each employee has about the big picture, the more they can calibrate their actions and contribute towards success.

This first lens – evaluating if you are setting up an environment for happy, growing and informed employees – is probably the most important thing you can do to set your company up for long term success.

Lens #2 – Processes

As much as any startup loves being small, nimble and usually pretty organizationally flat, the reality is that implementing processes can be useful. I’m not talking about three ring binders full of protocols and standards. I’m just saying that having a general process for key parts of the business is important. There was probably a time (or maybe your company is there now) where everyone sat around one table and could just talk through how to get something done. Then, all of a sudden, one table becomes a few desks, maybe a few remote employees and a field sales person or two and what used to be a simple chat becomes harder to navigate.

ProcessConsider what processes are in place today that grew organically vs. with intention. If the organic processes work, that’s cool, but keep an eye on them because over time they may not scale. For those set up with intention – e.g., a hiring process or maybe your weekly sprints – reevaluate them on a regular basis. Are they repeatable and do they scale with more people in the company or more bugs to fix? Resist the temptation to keep a process because “that’s how we’ve always done it” or because “our Founder set it up, so how can we kill it?”. Companies that evolve have processes that evolve and what once worked then, may not work now.

Think about how decisions are made, information is disseminated and loops are closed for critical processes first. The most common areas where processes comes more and more into play tend to be product roadmap and execution plans, hiring strategies and go to market strategies. Here are some suggestions for each:

Product Roadmaps

  • Consider monthly, three-months-out roadmap reviews to prioritize new products, major features and release plans. Do not lose sight of the fact that this is not just which designers or engineers are building what, but also how you’ll market and support these products and features.
  • You may have weekly reviews to ensure you’re tracking to the meta-plan and make adjustments if needed. Have some sort of process in place to deal with surprises like a critical bug that bumps a feature or a customer opportunity that may change the priority of a future feature. Set criteria that justifies this type of change so you don’t have to analyze each one on the fly. For a critical bug to bump a priority feature, it might be something like “must impact >50% of our customers or degrade performance more than “20%”. For a customer opportunity it could be “must be a deal worth >$(?) revenue or a customer that will provide undeniable street cred for >50% of our current prospects”.
  • If/when the roadmap changes, have a process for letting people know. Don’t just update Trello and assume everyone will see it – have some sort of change management message that goes out via email/slack that tells the team what and why.
  • It also doesn’t hurt to have a process to track changes to the roadmap so you can see the impact on your initial plan over time. This will contribute to better planning going forward.

Hiring

  • I highly recommend a quarterly hiring plan – not just how many new heads, but actual roles you intend to fill. Given today’s climate where hiring is SO hard, it could take 2-3 months to get that right candidate. So have a process in place to assess where you are with hiring and what new roles you need to ramp on filling.
  • Get in the habit of a regular job description (JD) writing process. Don’t always wait for a role to open up. If people are in the role now, have them write their own job descriptions. This not only helps when it comes to review or promotion time, but you then have these JDs on file if/when needed. I’ve seen major delays with filling a pipeline with good candidates or terribly inefficient candidate interviews simply because no JD exists.
  • Have a hiring process in place that starts with the JD and ends with the on-boarding of this new hire. I’ll write a future post on this with more details, but the short story is that it should include how you’ll post and market the opening, handle phone screens, on-site interviews, making an offer, negotiating terms and how you’ll get that new hire on board and productive as fast as possible.

Go to Market

  • It’s one thing to have a product roadmap that outlines what you’ll build, but it’s another to say how you’ll get those things out there. With every product roadmap, there should be a parallel process for laying out how and when new products/features are publicized, priced (if applicable) and sold.
  • Have a process for content updates such as your website, marketing materials, and demos.
  • What process will you have for telling the world about your new stuff? Do you have a regular list of press or industry bloggers who write about your company or trends in your market? When should they hear about your new product/feature and what’s your plan to share what they write through social media or other channels?  How do your current customers and/or prospects hear about the latest new thing? These are not afterthoughts once the engineering is done, they are just as important processes to get in place as your code check-ins and testing procedures (which you have already, right?).

Looking through the lens of processes and seeing what you have and don’t have in place should tell you whether your company will be able to scale or is heading for a train wreck. Don’t be afraid to pause when you see a gap where a light process could relieve a bottle neck or better prepare your team for future scaling challenges.

Lens #3 – Programs

The Program lens is not used as often as it should. Granted, as a former Program Manager in a past life, I’m a little biased. However, what I often see missing in growing organizations is someone looking across the organization, programmatically, to ensure all the pieces are coming together including people, schedules and money.

A great example of this is the processes I mentioned above around new products or major feature releases. These are often multi-pronged activities involving engineering, sales, support, marketing and maybe finance and operations. You may have program_managerheads of each of these groups, but who is overseeing how they all work towards a common goal or launch date? For many small companies, that’s the CEO or CPO, but (oh by the way), these same people are running your company or out in the field selling or closing your next round of funding.

In the early stage, you may consider rotating the role of Program Manager between different leaders in your organization. Keep in mind, though, not everyone has the knack for project plans and cross-company communication. Make sure you pick the right people to be in this role.  As your organization grows, consider hiring an actual Program Manager. A Program Manager is often one of the unsung heroes of a company because they are in the background instead of on the front lines. They quietly prod and check things off lists. They communicate what’s happening and where there are possible gotchas. Program Managers beat the drum so everyone is marching in the right direction and at the right pace. They are masters in GSD (Getting Sh-t Done) with no task too small or ask too big.

So, don’t just look through the process lens, but also ask yourself what programs are cutting across more than one part of your company and who is orchestrating them. You’d be amazed how productive and efficient your startup will be when programs are well managed.

In Summary….

Startups, when they’re working, develop very quickly – often without enough attention given to people, processes and programs. It’s one thing for an Advisor or Investor to tell you what your company or department is lacking or how you could be doing better, but in the end, you need to ask yourself how YOU think it’s going. Applying these three lenses should help bring things into focus [pun intended].

Have you been using any of these lenses to assess performance or have different lenses that you’ve found effective?  Please share in the comments below!