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Tuesday, January 25, 2011

The Death of Management

"You cannot treat a patient if he doesn't know he is sick."
- Bryce's Law

INTRODUCTION

Epitaph:

"Here lies the body of 'Management,'
Who at one time moved mountains but was put to death by
government regulations, social mores, office politics,
and general apathy. R.I.P."

I have a good friend who was recently elevated to the job title of "Systems Manager"
at a large Fortune 500 company in the U.S. Midwest. As someone who has been in
the Information Systems field for over 30 years now, my interest was piqued and I asked
her how big of a staff she was going to manage and what kind of systems she was
going to be responsible for administrating. She told me she had no staff and her
responsibilities primarily included going to user sites and helping them setup their
laptop computers with office suites and pertinent Internet software.

This is certainly not how I have come to understand the concept of a "Systems"
person or, for that matter, a "Manager." What she described was more of a technical
or clerical role as opposed to one of management. But I guess the times are changing.

I always viewed "management" as a people oriented function, not a mechanical
function (which is why "man" is used as part of the word). I define it as, "getting
people to do what you want, when you want it, and how you want it." But perhaps
I am beginning to date myself as more and more "managers" are appearing with
fewer and fewer people involved. Even though the title is flourishing, I contend
true management is becoming a thing of the past.

WHY IS MANAGEMENT DISAPPEARING?

First, we have to understand that managers are in the business of conquering
objectives and solving problems in the workplace through people. If we lived in a perfect
world where everyone knew what they were suppose to do and when they were suppose
to do it by, there would not be a need for managers. Inevitably, this rarely occurs as
people are social animals and rarely agree on anything, particularly on how to perform
a given task. Hence, a manager is needed to establish direction and referee. As such,
managers are the field generals for their departments.

There are three basic attributes of a manager: Leadership, Environment, and Results.
Let's consider each separately and how they have evolved:

1. LEADERSHIP

To properly coordinate human resources, an effective manager should always be at least
one step ahead of his staff. This requires visionaries who inspire confidence in their troops
and can set them marching in the right direction. The problem though is that little, if any,
planning is being performed in corporate America. Instead, we are content to react to
calamities as opposed to looking into the future and trying to anticipate problems. As
a small example, we are now embroiled in a tempest over the Hurricane Katrina disaster
in New Orleans. Engineers have long known that the levees used to keep the sea out
of the city were inadequate for a category four or five hurricane (Katrina was a category
four). In fact, I saw a documentary on this very subject just weeks prior to the disaster. Now, we
have local, state and federal government agencies rushing to correct the problems (and
doing a lot of finger pointing in the process). As costly as it would have been to fix the
levees, it would have been a spit in the bucket when compared to the costs to clean up the
aftermath.

In the corporate world, Detroit is reeling from the types of automobiles now being
imported into this country. Asia has stolen Detroit's thunder who now finds itself
offering cash incentives to stem the tide. It is no secret America has developed an
ever-increasing dependency on foreign oil, and is now saddled with an aging oil
refinery infrastructure and a shaky economy. Why then was Detroit surprised to see their
market share take a nose-dive in favor of quality fuel-efficient automobiles from overseas?

The point is, our planning and leadership skills are at an all time low. Why? Because
it is easier to react to a problem than to do a little planning; easier, but costlier. Let's face
it, planning is hard work and, as the old adage goes, "You can pay me now or you can pay
me later, but you are going to pay me." Planning is a projection into the unknown and involves
a certain level of risk that most people are not willing to assume (and are afraid to do so).
Consequently, our society is more interested in safety nets than in taking risks. I guess this
is why I admire gamblers who mentally calculate their odds for success and are unafraid of
taking risks.

Nonetheless, American competitors (and our enemies) fully understand our weakness as
planners and are not afraid of taking the risks that we balk at. As a result, they will continue
to take advantage of us until such time as we get some serious leadership.

2. ENVIRONMENT

In order to set workers to task it is necessary for a manager to establish a
suitable work environment. This includes:

* Defining the location of the workplace, hours of operation, and corporate policies to be observed (e.g., payroll, benefits, performance reviews, etc.).
* Defining the methodologies, tools and techniques to be used by the workers in their assignments.
* Defining the corporate culture - Although this is normally defined by the company overall, the astute manager establishes the ethics, customs and social intercourse to be observed within his area of responsibility (a subculture). By doing so, the manager has defined the code of conduct in the department denoting what will be tolerated and what will not.

As part of the corporate culture, the manager defines his own personal style of
management, for example:

* The types and level of discipline, organization, and accountability expected from the workers.
* Will the manager try to micromanage everything (top-down) or empower his people, delegate responsibility and manage "bottom-up"?
* How employees are evaluated and rewarded; by accomplishments or by political maneuvering.

The manager's objective is to create a homogeneous working environment whereby
everyone is "rowing on the same oar" towards common objectives. Unfortunately, the
problem here is that our society is now more inclined to accept rugged individualism
as opposed to team effort. For example, employees are commonly rewarded based on
individual initiative as opposed to group effort. Between this spirit of individualism
and government regulations that embolden employees to resist the company, loyalty and
teamwork are at all-time lows and apathy and restlessness permeates corporate
America. Such spirit disrupts the harmony of the work environment, thus compounding
the problems of the manager.

3. RESULTS

Ultimately, the manager is charged with the responsibility of producing a product or
performing a service. As such, the manager must establish and prioritize
assignments, and assure they are accomplished in a timely and cost effective
manner. This requires managers who can articulate assignments and coordinate
resources towards this end. Sounds pretty simple, right? Then why are we failing
in this regard? Three reasons:

* Managers are more interested in gamesmanship than actually producing anything of merit. They have developed a "fast track" mentality whereby managers have little interest in their current job and want to advance to the next plateau in their career. "Long-term" planning is no longer measured in years, but rather in months or weeks (a "long-term" project is now considered three to six months in length). Consequently, managers are primarily interested in quick and dirty solutions which will see them through their tenure of office, but will create burdens later on for their successors. Managers now spend more time scheming and maneuvering than worrying about getting the job done. What's the sure sign of such a manager? He/she knows the latest buzzwords and is always "politically correct."
* Managers are no longer results oriented, Instead, they are more focused on the process or mechanics of getting a job done. Although it is desirable to be well organized and precise in our work effort, it is for naught if you cannot deliver what you are charged to produce. The manager needs to be focused on deliverables, not mechanics (with apologies to the ISO 9000 folks).
* Managers no longer hold people accountable for their actions. This is due, in part, to government regulations that are more concerned about the rights of the employees as opposed to the manager's. As a result, managers spend less time managing and more time supervising people. Understand this: there are substantial differences between management and supervision; the two are most definitely not synonymous. Supervision is much more "hands on" with employees being continually watched and directed in their work assignments. Managers should manage more and supervise less, and employees should do more self-supervision. Unfortunately, this philosophy is not in vogue these days. Workers no longer seek responsibility and prefer to be told what to do thereby they cannot be held accountable if something goes awry. This alone says a lot about our society and is worrisome to me.

Let us never forget, unless you can deliver what you are charged to perform, you
are a failure as a manager. Consider the numerous coaches and managers in
the world of sports who have been fired over the years, not necessarily because
they didn't run fine programs, but because they lost sight of the end result: winning.

CONCLUSION

What I have described thus far pertains primarily to large corporations. Management
is still alive and well in small businesses that are not encumbered with bureaucracy
and need to manage simply to survive. I have also been primarily describing corporate
America, but many of these bad habits are creeping into the management style of Asian
and European companies as well.

Now and then, I like to make an analogy between management and dieting. There
is nothing magical about losing weight; you simply watch what you eat and get some
exercise. However, millions of dollars are spent on the latest diet craze, usually to
no avail. The same is true with management; you simply need some leadership,
organization and follow-up and you will get the results you want. However, it
seems companies today do everything but manage.

Beyond this, our social fabric and government regulations discourages
effective management. Instead of discipline, organization and accountability, we
are more concerned with nurturing free-spirited individualism, gamesmanship, and
chasing panaceas. In many cases, managers are inhibited by the press who
scrutinizes decisions, particularly in the government sector. Fearing to make
a bad decision, managers suffer paralysis and nothing is accomplished.

Bottom-line, corporate America is no longer managing; instead, we are playing
games or as I like to call it, "Rearranging the deck chairs on the Titanic." In other
words, as the ship is going down, we tend to focus our attention on everything other
than saving the ship or passengers. In the past we have talked about Theories X, Y, Z
for describing different styles of management. Perhaps we should describe today's
management style as "Theory Zero."

What is needed is someone who isn't afraid of taking the reigns and is allowed
to run the department to produce the necessary results - that is the job of a
manager. Let me give you a small example. Recently, I attended a meeting for a
nonprofit organization who wanted to draft legislation for the association. The
meeting started out pleasantly enough but quickly slipped into an uncontrollable
series of arguments. I could tell by the confused look on the faces of the attendees
that the meeting was out of control and so I grabbed the gavel and brought the
meeting to order. I next divided the group into subcommittees to discuss the
different issues and gave them a deadline to produce a rough draft of the
legislation. Within each subcommittee I appointed a chairman, a secretary,
and someone to research the legislation. I then went outside to smoke my
cigar. When I came back to the room, bedlam had been replaced by quiet
organization. The legislation was drafted according to my instructions and the
members left the building saying it was one of the best meetings they had
attended. Why? Because a manager took the gavel.

One last note which I will specifically address to my colleagues in the IT Industry;
In my 30 years in this field I have never encountered a technical problem that
cannot be conquered by good old-fashioned management. I'll bet this is true
in any industry, not just IT.



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Why Does Project Management Fail

"It must be remembered that project management is first and foremost a philosophy of management, not an elaborate set of tools and techniques. It will only be as effective as the people who use it."

- Bryce's Law

INTRODUCTION

I often run into companies who ask the simple question, "Why can't we get our act together? Why does Project Management routinely fail in our company?" I do not believe a company's overall problems in Project Management can be attributed to a specific tool or technique (although some certainly do not help matters). Instead, I believe it is based on how important a company considers Project Management to be. If they believe it to be a vital part of the company's overall performance, it will be more successful than a company who considers it irrelevant. In other words, I view Project Management as integral part of the corporate culture.

Let's consider the indicators of how a company values Project
Management:

* LACK OF KNOWLEDGE - employees simply lack the basic knowledge of the mechanics of Project Management. I do not run into too many companies anymore with a total absence of knowledge in this regard. The conceptual foundation of Project Management has been around for a number of years. There is a multitude of training programs in Project Management, both at the college and commercial level. There are also several discussion groups on the Internet and professional associations dealing with this subject (e.g., the Project Management Institute of Newtown Square, PA). Hiring or contracting people with absolutely no knowledge of basic Project Management concepts is becoming a rarity.
* LACK OF ORGANIZATIONAL POLICY - the company has not adopted a formal policy for managing projects. Consequently, informal and inconsistent approaches to project management are used with mixed results. This is a much more common occurrence than finding a company devoid of knowledge in Project Management.
* LACK OF ENFORCEMENT OF POLICY AND PROCEDURES - even though a policy has been established, it is not enforced. As a result, inconsistent results emerge. If a standard and consistent approach to Project Management is devised by a company, it must be routinely policed in order to assure accuracy and uniform results. It is one thing to enact legislation, quite another to enforce it.
* LACK OF CONSIDERATION FOR THE MAGNITUDE AND COMPLEXITIES OF PROJECT MANAGEMENT AND ATTACK IT IN PIECE MEAL - People seem to naturally underestimate the magnitude of project management. For example, project planning involves defining work breakdown structures and dependencies which is a precursor to estimating, planning, reporting and control; estimating is a prerequisite to scheduling; time reporting impacts project estimates and schedules; resource allocation is based on availability of qualified people (skills inventory) and current project schedules; etc. There is an overwhelming number of software packages on the market attacking various aspects of Project Management, but very few addressing it is an integrated whole.

It must be remembered that project management is first and foremost a philosophy of management, not an elaborate set of tools and techniques, nor is it an administrative function. Rather, it is concerned with managing human beings towards the accomplishment of work (it is a "people management" function). As such, project management will only be as effective as the
people who use it.

Ultimately, project management represents DISCIPLINE, ORGANIZATION, and ACCOUNTABILITY; which are three areas people seem to have a natural aversion to these days.

DISCIPLINE - In the western world, people tend to resist discipline because some believe it inhibits creativity and personal freedom. As a result, teamwork is often sacrificed in favor of rugged individualism.

ORGANIZATION - Pursuant to discipline is the problem of organization. Again, in the western world, people prefer to maintain their own identity and organize themselves to meet their needs as opposed to the needs of the organization. There are also those who claim, "A cluttered desk is the sign of a brilliant mind." Hogwash. In contrast, I am a believer of the Navy's regimen whereby you either work on something, file it, or throw it away. This forces people to get organized. If we need more files, let's get them. A cluttered desk is a sign of a disorganized person. Shape up, or ship out.

ACCOUNTABILITY - This is an area people tend to rebel against the
most. The approach to project management, as advocated by "PRIDE," ultimately represents visibility and responsibility to produce according to plan. Unfortunately, some people shun commitments and, instead, prefer to hide their activity, thereby they cannot be measured and evaluated. This is typically the reaction of people who are insecure. People who are confident in their abilities have no problem with the accountability issue.

REACTIVE VS. ACTIVE MANAGEMENT

The old adage, "If you do not make the decision, the decision will be made for you," is valid. This also sums up the difference between an active and a reactive manager. True Project Management requires an "active" manager, not "reactive." The active manager takes care of the problems before they happen. They plan on the future. The reactive manager deals with yesterday and waits until problems occur, then tries to take care of them. Today, more and more IT organizations find themselves in a constant "firefighting" mode of operation. Why? Because of a "reactive" management style. The "reactive" manager never seems to get ahead, yet probably enjoys the highest visibility in the company. As an aside, beware of your "firefighters," they are probably your chief arsonists.

Managers don't wait for things to happen, they make things happen.

HOW MUCH PROJECT MANAGEMENT IS NECESSARY?

Can the philosophies of project management be adopted and implemented by a single group of people for a single project? Yes. A department or division? Certainly. The entire company? Definitely. In fact, as the scope grows, communications improves and the philosophy is more consistently applied.

The scope of project management affects many people:

* The individual worker will prepare estimates and schedules, perform project work, and report on activities.
* The project manager will plan and direct the use of resources on projects, and solve problems.
* Department managers will administer resources and control projects within an area.
* Executive management will establish project priorities and monitor project progress.

Obviously, project management should not be restricted to a handful of people or projects. Dozens of projects may be active at any one time, involving hundreds of workers across departmental boundaries. Synchronization of the work effort is required to maximize effect and minimize confusion. Project
management, therefore, should be viewed as a corporate philosophy as opposed to a technique used by a select few. Only when a standard and consistent approach to Project Management is adopted by a company will it become an integral part of the corporate culture. We will then hear less about why Project Management fails, and more of how the company is prospering.



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Desktop Management: Saving Your Small Business Resources

Table of Contents

Introduction.......................................................1

Importance of PC Management.........................1

Effective PC Management.................................2

Alternatives for Acquiring Good Tools: Build, Software as a Service,
Outsource..................................................................2

Building an Internal PC Management Infrastructure.....3

Software as a Service...................................................3

Outsourced PC Management........................................4

Morton & Morton's Perspective...................................4

Introduction

Personal computers have delivered on the promise of productivity for knowledge workers. As a consequence, desktop and laptop computers have proliferated to almost every knowledge worker in a company. Advances in network bandwidth and the availability of wireless connectivity options have radically increased the number of home and remote workers. However, the increased use of personal computers and remote access has added significant workload and coordination to the already busy IT schedule.

For many companies, desktop management is not a core competency and there are other IT tasks that are considered mission critical or more strategic. Yet for many knowledge workers, the desktop is mission critical. Schedules, correspondence, contact lists, presentations and work in progress all live in the desktop for most office workers. Take away the desktop and work stops until the desktop is back up and running.

Most small and medium businesses do not have the IT staff and tools to treat desktop management issues with the attention they deserve. IT shops in small and medium sized companies are generally over-taxed and doing the best they can to keep the IT infrastructure running smoothly. Budgets are much smaller than those of their large enterprise counterparts, staffing is limited, and toolsets are few and far between. Too often manual processes and "just enough to get by" scripting is the answer to desktop management in the small and medium sized company. Individual users can be left to handle minor issues for themselves, and pseudo power users often get themselves into trouble and require IT staff assistance to resolve problems they have created through their self-help efforts. It is no longer a viable answer for small and medium sized business to treat desktop management casually.

Importance of PC Management

The task of PC management has become too large and too important to be handled on an ad-hoc basis with limited tools. The number of personal computers is significant. There are many versions of operating systems and many different software applications. This is also complicated by the number of employees working from remote offices. The scale has become rather large, even in a small to medium sized business. Now add in the constant stream of Microsoft patch updates (security, operating system and application software updates), periodic operating system upgrades, user initiated software installations and configuration changes, antivirus updates, and IT configuration changes. The rate and volume of change is significant, if not overwhelming. Not to mention the problem of Microsoft phasing out their support of old office applications and operating systems. Windows 95 is no longer supported and 98 is now no longer going to be supported.

The risks of doing a poor job of desktop management are now quite high given the security risks to every PC every day. Left unprotected, PCs are subject to Trojans, Keyloggers, Root Kits, Spyware and Viruses. One of the best ways to be protected is to apply all patches to operating systems and applications in a timely fashion. However, coordinating, staging and testing these patches is time consuming and something that should not be left to end users or ad hoc processes by the IT team. Every desktop needs Anti-virus software that is constantly updated, and users cannot be trusted to keep their virus data files current. Mobile users should also be protected with personal Firewall software, but again, users cannot be depended upon to install and keep such software current. Leaving this to chance can put the entire network and subsequently the entire company at risk.
The employee desktop today contains significant corporate data, both data taken from corporate repositories for use on the desktop as well as work-in-process data not yet stored on a secured and backed-up repository. Employees handle important and sensitive data that needs to be protected. This can include price lists, customer lists, customer data, human resources data, strategic plans, product plans and corporate financial information. Security breaches, viruses, and spy-ware can lead to stolen, lost or corrupted data. Regular backups can mitigate the risk of lost or corrupted data, however most users are not disciplined enough to perform regular backups. Mobile and remote users complicate the backup problem and render home-grown backup scripting ineffective.

Dealing with the disruption and potential data loss of security breaches can represent significant productivity loss. Work-in-process data on the desktop can represent weeks of effort and may be difficult or impossible to recreate. The loss of such data can affect project time-lines, which in turn can cause customer satisfaction issues and/or contractual penalties. Desktop data loss can also affect revenue if a desktop problem interrupts critical timeframes for customer proposals.

Another factor driving the need for good desktop management is the increasing regulatory compliance issues that are affecting businesses of all sizes. Consumer and patient privacy laws such as HIPAA (Health Insurance Portability and Accountability Act) and the wave of trend setting privacy laws out of California affect businesses of all sizes. Sarbanes-Oxley compliance includes rigorous asset management, change management and other controls for IT. This should be of concern for more than just the public companies covered by the law. Many small and medium sized businesses are working toward an eventual acquisition as an exit strategy, and most such acquisitions are by companies that are subject to Sarbanes-Oxley. It is much easier and faster to work through the due diligence phase of the acquisition if the company being acquired has implemented the types of controls required by Sarbanes-Oxley. Good desktop management can assist a company in certain aspects of regulatory compliance.

Effective PC Management

Effective PC Management begins with knowing what you have to manage. Complete and accurate asset and license management is key. Knowing how many machines of what type, their location, memory, hard drive, processor speed, etc., is a big step forward for many small and medium sized businesses. Tools available today have automatic discovery capabilities and excellent management reporting which can assist IT staff in establishing and maintaining good processes for asset management. With an accurate picture of the installed hardware base, it becomes much easier to assess operating system and business suite software upgrades.

Keeping track of software licenses and where they are installed is another important function. Accurate information of which machines have which software installed is a major starting point to effectively manage PCs across the company. This information can minimize the number and duration of on-site visits by IT support personnel. It can also ensure that software licenses are appropriately managed; paying for only those copies of a particular software that are needed and reducing the risk of fines in a software license audit.

Another good practice is to keep software installs to the minimum required for each employee to do their job. This will shorten install time, reduce updates and patches required, and use fewer resources leaving more capacity for each user's needs. Some systems administrators will attempt to make things easier by standardizing the desktop to one image for everyone. PC management is one place where "one size does not fit all." Overcomplicating the software image for every user by installing all applications everywhere will increase work in the long run and make everyone unhappy. A better practice is to define unique user types by department or job function, and to define a standard image for each user type. This can limit the time to upgrade applications and allow for better service for each user.

With an accurate inventory of all hardware and only the software needed on each desktop, the next step toward effective PC management is to automate software distribution. Automated software distribution minimizes the number of onsite visits IT staff must make. This lowers the cost of support and allows for more frequent updates. This can be applied to virus data files, operating system patches as well as updates and new versions of application software. Changes should be staged in a separate environment for testing and then rolled out based on individual or group user profiles.

Automated software distribution is the first step in remote management. Full remote management includes the ability to remotely control the desktop and make all required configuration changes through a networked connection. This is a critical function as the number of remote and mobile workers has increased. IT staff must be able to perform administrative functions from their office as if they were sitting in front of the PC of remote and mobile workers.

When considering how to implement desktop management best practices, companies need to acquire management tools to automate the management tasks. Companies can license tools and build an in-house management infrastructure, access management tools through a hosted Software as a Service (SaaS) model, or outsource the entire desktop management process. Each of these alternatives is explored in more detail below.

Alternatives for Acquiring Good Tools:

Build, Software as a Service, Outsource

A company with as few as 2-20 employees can struggle

with manual desktop management processes. The more

desktops to be managed and the more mobile and remote workers to support, the more difficult it becomes to deliver good service with manual processes. The severity of issues that can arise from poor PC management requires that the problem be taken seriously and therefore automation should be given significant consideration.

There are now many options available to automate some or all of the PC management functions, and some of these options are cost effective even for small and medium sized companies. However, tool selection should be made carefully to ensure that the necessary functions are addressed by the tool, to keep training time to a minimum and to avoid selecting a tool that requires more effort to administer than it saves. As with any decision, all of the alternatives should be considered before making the decision. PC management is no different, and it can be accomplished through several approaches: management tools deployed in-house to internally manage PCs (the "build" approach), using a Software as a Service hosted management tool with internal staff, and outsourcing the management of PCs to a third party.

Building an Internal PC Management Infrastructure

This traditional approach to management involves identifying tools to purchase, purchasing those tools, deploying the tools, training IT staff on how to effectively use the newly deployed management tools, and staffing sufficiently to manage the PC infrastructure on an ongoing basis. One of the advantages of this approach is that the IT organization retains full control of the management infrastructure and functions because the solution is an internally deployed solution. However, the control also brings with it the responsibility to manage the management system/software itself.

The build approach typically requires a larger initial budget outlay for purchase/licensing costs, with on-going maintenance fees, and any investment in additional hardware that is required to run the
management infrastructure. In addition to these initial licensing costs, it is also important for IT organizations to realize that there is an associated cost of management. The IT staff is naturally responsible for managing the IT infrastructure, but in addition, they are also responsible for managing the IT management infrastructure itself. For example, in the case of internally deployed management software tools, these costs reveal themselves in deployment costs of the management tools, maintenance of the management tools (upgrades, patching), support personnel for ongoing operational support, management tool consulting services, training, software licensing costs (both initial purchase and recurring maintenance costs), hardware costs for additional hardware that is required to run the management software, and the cost of integrating tools in-house.

The cost of management depends on several factors; the ease-of-use and ease-of-deployment of the management solution, the stability of the management code, the frequency of new releases, and the maturity of the IT organization. Most of these factors translate to IT staff time that is required to manage the management infrastructure. In addition to these direct costs, maintaining a help desk to assist users with PC issues is another additive cost of management. For geographically dispersed companies, the help desk may be required to operate 24x7, which adds significantly to the cost of ownership.

Software as a Service

Another way for IT organizations to employ PC management functionality is through management software delivered as a service. This option shifts the responsibility for the management software deployment and maintenance to the service provider. Software as a Service (SaaS) results in eliminating the following costs for enterprises: deploying the tool, maintaining the tools, consulting services to deploy the tool, software licensing, internal tool integration, hardware to run the management software, and troubleshooting when the tool is not working properly. Instead of these costs of ownership, the cost of the hosted software is in the form of fixed monthly subscription fees.

PC management SaaS can bring additional advantages beyond the features of the tool. Virus protection and automated update of virus data files is a feature often available. Some services include significant coordination of new patches; simplifying the staging, testing and deployment of patches. The service may include automated backup and offsite storage features providing excellent data protection with little additional effort or hardware costs. Hosted software solutions also provide news and information on new practices and trends which can assist the small to medium enterprise IT staff.

Some IT departments may be concerned over the loss of control by using a management infrastructure provided as a hosted service. The quality of the service provided must be excellent and the reputation of the service provider is critical. However, only the infrastructure itself is under third party control in this alternative. Company IT staff remain in control of the actual end user interface and the actual processes and actions taken on individual desktops.

The SaaS model provides access to a full suite product without the upfront license and setup costs. It allows the IT staff to maintain control of the desktop management process without the effort required to setup and maintain the management environment. It does require training and good internal processes. It also requires a way to track service requests and problems. To provide effective support, a help desk is useful, and for some companies a 24x7 help desk is necessary.

Outsourced PC Management

The point of acquiring good PC management tools is to provide effective PC management. There are a number of full service outsource options available to small and medium sized businesses for desktop management. This alternative solves the effective PC management problem by turning the work over to a service provider. The service provider is responsible for tool selection, deployment and operation. The service provider also brings trained staff and proven procedures.

Like the SaaS model, the outsourced model eliminates the costs of licensing the management tool, deploying the tool, consulting services to deploy the tool, integration costs, maintenance costs and hardware costs. Additionally, the outsourced model eliminates the costs of internal staff for PC management and the costs of an internal help desk function for PC management. Outsourced PC management is typically charged on a per desktop per month fee. It is more expensive than a SaaS model as the service includes the staff and the help desk functions.

Outsourced PC management brings good tools and good processes to the problem of PC management, protecting the assets of the company while providing professional performance enhancements to maintain top performance expectations from the PC. Some businesses have experienced higher individual user costs for desktop management as individual users can spend more time attempting to solve their own problems rather than look to the third party provider for help.

The quality of the service delivered by the service provider must be excellent, and the services must be flexible enough to fit in with the way the company works. A collaborative working relationship must be established. This can require a different kind of management oversight than exists in some small and medium sized businesses. An outsourced service may bring improved service by providing a 24x7 help desk, a tremendous resource saving feature for a small business productivity need.

Morton & Morton's Perspective

Desktop Management is a critical business practice that, when done well, can keep employees productive and keep external threats to the company network in check. The traditional approach to managing PCs has been to deploy the management software in-house or use manual methods. Most companies now realize that manual efforts are no longer viable given the number of desktops, the frequency of changes and the risks to employee productivity and data. However, outsourcing the process to a competent third party company is by far the best method to reduce the cost of the company's resources and protect the intellectual assets of the company at all times.

We will provide you the best protection of your assets and reduce your small business resource requirements to manage the desktops and keep the performance level up the expected user level for the best productivity and do it at a cost that you can afford.



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Eleven Key Attributes of a Good Property Manager

Property Management is a career profession. The industry allows for employment growth, continual learning experiences, and the opportunity to work with diverse people and income groups. The Property Manager can work either directly for an owner of real estate properties, or for a property management company, contracted by an owner or legal entity to care for the real estate over a specific period of time.

The Property manager has a fiduciary relationship with the management company and property owner. A fiduciary relationship is one that is based on a mutual trust and complete confidence in one another.

The Property Manager is provided an owner's real estate portfolio to manage to its "highest and best use" in exchange for an employment contract or salary. Real estate assignments for the property manager includes apartment buildings, condominiums, hotels, storage facilities, shopping centers, office buildings, government subsidized properties, rooming houses, abandoned buildings and plots of vacant land, to name a few.

I have managed almost all of the above types of properties for over twenty years. I have managed public and private housing, for non-profit organizations, for the federal government, and for private developers and real estate investors. I also owned my own property management company for eight years. I now teach, speak, and write about property management standards and techniques. Here are some crucial skills, which I know from first hand experience, must be accepted as required attributes and learned skills in order to be a good property manager.

1. Must Know and Stay Current on Local Ordinances and State Laws

Managers are required to perform their work according to the laws of the land. The government (city, state, and federal) dictates how real estate is to be managed, from requiring a real estate license (depending on the state), to the use of the real estate (such as rent control laws). From proper trash removal to how and where we must keep security deposits, the manager has to keep abreast of the many legal requirements of managing real estate. If a mistake is made or a task is forgotten, it could cost the owner his or her property, and/or a management company's reputation, loss of the account, or even the loss of real estate licenses.

2. Must Be Highly Ethical and Honest

Property Managers work on the Honor Code when they handle other people's money. By collecting rent, security deposits, laundry machine money et al, the property manager holds a fiduciary relationship with the property owner and/or management company. The owner entrusts the property with thousands of dollars each month, plus the value of the real estate itself. The manager is hired to perform at his or her highest level of integrity. On a daily basis, the property manager's good judgment and sense of what is right and wrong is called into play.

3. Must be Detail Oriented and Organized

Managers collect the rent daily, and must ensure that each rent is paid and posted to the tenants' account as received. Financial records detailing each and every rent transaction are kept, either by rent cards, or on the computer. Lease expirations and renewals, rent increase letters, and rent invoices must be mailed on time. lines for court appearances must be kept, and clients must receive their written monthly report of operations. A skilled property manager is able to multi-task, keep site files organized, and prioritize repairs and assignments.

4. Must Have Good Communication Skills

Managers must be able to communicate with people from all walks of life, cultures, ethnicities, and personalities. Managers must be able to articulate their cases in front of judges, talk to the owner, negotiate with vendors as well as speak appropriately with tenants, who are often frustrated, upset, or angry. A good manager must be able to stay calm, and communicate in a professional manner. Familiarity speaking in other languages is always a plus.

5. Must have Good Computer Skills

Computer competency is a technical skill, like driving, typing, etc. The use of email, mail merge, and faxing through the computer is at the heart of property management today. This is especially true if the property is on one part of the city or state, and the home office is a distance away from the site. If a manager does not have a solid command of the computer and its basic programs, such as Microsoft Word and the spreadsheet Excel, you may be hard pressed to find an administrative position in this field.

6. Should Like Working with the Public

If everyone paid the rent on time by the fifth day of each month, the manager would not have rent collection work to do. If a property never had problems, such as toilet overflows, lost keys, or defective smoke detectors, a property manager would have little to do. Therefore, it is important that a manager enjoy dealing with people with problems. A manager should at least like helping tenants with dignity, and in a responsible manager. If you do not like being interrupted several times a day with a dilemma to solve, this type of job may not be for you.

7. Must Be Patient and Have a Sense of Humor

There is some pressure involved working with the public. There are days when nothing seems to go right, and if you happen to have a headache that day, it could be a long 9 to 5. A calm personality or a good sense of humor will take you a long way in property management. If you tend to be high-strung, anxious, or become angry or impatient while working with tight deadlines or with people with problems, you may want to re-consider taking on this profession.

8. Must Like to Read and Conduct Research

There are many types of leases, agreements, forms, and other legal documents that must be signed between tenants, the manager, government agencies, the site attorney, and/or the owner. Real estate and governmental regulations change; the manager must be willing to read up on them and stay current. Documentation must be read and checked before submitted to tenants, agencies, the owner, etc. If you do not like to read in order to keep up with the latest trends, legal and industry changes and terminology used, you will not be able to properly do your job.

9. Must Have a Strong Sense of Duty and Commitment

Ensuring that the tenants under your control are treated with respect, have heat and hot water, are not subjected to or committing illegal activities or disruptive behavior of their neighbors, are some of the managers' duties. Tenants depend on the manager's sense of obligation to the property and the families or professionals who live in it. The manager may not always have the funds to do everything all the time, but what can and should be done, such as keeping the building clean, and having a sense of urgency to get work completed in a timely manner.

10. Should be Flexible-Minded

Property Management is a fluid profession, in that it follows economic, governmental, industry, and societal changes that impacts how a property is managed. Managers who still like the "good old days" of mistreating tenants and making rental applicants jump through unnecessary hoops to get an apartment (or the opposite, by not checking anything), will find him or herself out of touch, and maybe out of a job. The ability to accept changes of law, obey fair housing laws, have a positive, or at least a neutral, attitude about people who are different, and above all, to be open-minded, is a key element of a successful manager.

11. Must Be an Excellent Follow-Up Person

A manager can never assume that a repair or rent payment plan will happen on its own. Our mantra is: "Follow Up, Follow Up, Follow Up!" This is one of the most critical skills of a good property manager. The ability to multi-task, keeping several balls in the air without dropping any of them is challenging, and difficult at times. The ability to successfully multi-task is often rewarded both financially and in promotion decisions.



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How do we Manage?

"Management is more of a benevolent dictatorship as opposed to a democracy."
- Bryce's Law

I evidently hit a nerve in a few of my recent bulletins, specifically:

#46 - The Death of Management - October 17, 2005
http://www.phmainstreet.com/mba/ss051017.pdf

#47 - Parenting Management - October 24, 2005
http://www.phmainstreet.com/mba/ss051024.pdf

#48 - The First Thing We Do, Let's Kill all the Bean Counters - October 31, 2005
http://www.phmainstreet.com/mba/ss051031.pdf

I want to thank those of you who inundated my e-mail queue and
responded to my blog with your comments and observations regarding
these articles. From your remarks, it sounds like there is little management
being applied in the area of Information Technology or in the corporate
world in general. I jokingly refer to the absence of management in
the workplace as Theory Zero (0), but perhaps it is time to revisit the three
accepted theories of management and see what is actually being used.

THE THREE THEORIES OF MANAGEMENT

Before we begin, let us not forget that all of our actions are based
on human perceptions, whether they be real of fallacious. Consequently, the
three theories of management are based on perceptions, e.g., how we
perceive the character of our workers. If we believe people will act or react
to certain situations in a specific way, we will use this in our management
philosophy, be it brute force, carrot-and-stick, or permitting freewill. From
this basis, let's consider how the three theories apply:

THEORY X ("Dictatorial Management") - This is derived from "Scientific
Management," a concept best illustrated by the time-and-motion studies of a
late nineteenth century industrial engineer named Frederick W.
Taylor. Taylor observed the workers under his supervision at the Midvale
Steel Company in Philadelphia brought their own shovels to work regardless
of what size coal lumps they would have to shovel. He suggested to
management that the company furnish shovels corresponding to the size
and weight of the individual load, thus increasing the total amount
of coal each worker could shovel in a day. Efficiency and production,
the Theory X cornerstone, led to the assembly line and industrial production.

The philosophy of Theory X management style is based on the view of
human nature as:

1. People have a natural aversion to work.

2. People need to be coerced, controlled, and threatened with punishment to get them to put forth adequate effort toward the achievement of company goals.

3. The average person prefers to be directed, wishes to avoid responsibility, has little ambition, and wants security most.

Theorists now ask how much of this behavior described is
inherent human nature and how much is behavior learned from
bosses who manage with those assumptions. Perhaps the
assumptions become self-validating: workers who are always
treated by an authoritarian management as though they were lazy,
tend to behave that way.

THEORY Y ("Participatory Management") - Most observers agree that
the Theory Y management philosophy was derived from a series of
experiments in the 1930's at the Western Electronic Hawthorne Works
in Chicago. Employees had been divided into two groups: a "test" group
that worked under changing lighting conditions and a "control" group
that worked under constant lighting. When the test group's
light conditions improved, their productivity increased, as
expected. But what mystified researchers was a similar jump in
productivity when illumination worsened. To compound the
mystery, the control group's output rose when the test group's
did. It was concluded that both groups felt management was giving
them special attention and so responded with improved
performance. This discovery of human relations management was
called Theory Y.

Theory Y's assumptions represent a much more positive
assessment of human behavior and gave rise to the thousands
of mentoring and management training programs in the 1960's and
70's, the purposes of which were to help managers change their
assumptions of human nature from a Theory X to a Theory Y
outlook. The basic premises of Theory Y include:

1. The expenditure of physical and mental effort in work is as natural as play or rest.

2. External control and threat of punishment are not the only means for bringing about effort toward corporate goals. People will exercise self-direction and self-control to achieve goals they find important.

3. Commitment to objectives is in proportion to the rewards associated with their achievement.

4. The average human being learns under proper conditions not only to accept but to seek responsibility.

5. The capacity to exercise a relatively high degree of imagination, ingenuity, and creativity in solving work problems is widely, not narrowly, present in the population.

6. Under the conditions of modern industrial life, the brain power of the average human is only partially utilized.

THEORY Z ("Group Involvement") - Theory Z was introduced in
1981 by UCLA Professor Dr. William Ouchi in his book of the same
name. It is based on Ouchi's observations of Japanese management
practices of the time. Basically, Theory Z promotes employee
participation in decision-making, thereby increasing their motivation
and productivity. This management style emphasizes long range
planning, consensus decision making, and neutral worker-employee loyalty.

Ouchi concludes that Japanese managers got more out of
their employees than U.S. managers because the whole structure
of Japanese society encourages mutual trust and cooperation. This
management philosophy is based on the following assumptions:

1. Long term, even life time, employment is expected by both managers and employees.

2. Employees need freedom and opportunity to "grow."

3. Decisions should be group decisions involving workers and managers.

4. Subordinates are whole people at work (in contrast to being thought of as titles or units of production).

5. Management has a broad concern for subordinate welfare.

6. Open communication, both vertically and horizontally, is the norm.

7. There is complete trust among groups and individuals because they all have the same goals - the good of the organization.

8. Cooperation, not competition, is the basis for relationships within the company.

We have been conducting business in Japan since 1976 and have
personally seen Theory Z in action. For example, when we sold our
"PRIDE" Methodologies in Japan, we would have to make several
sales presentations to a single company in order for all of the affected parties
to reach a consensus as to whether this was the correct course of action
for the company to pursue. After several months of deliberations, we
would finally get a contract. Contrast this to American companies where we
would make a single sales presentation to top management and close
on the sale within a few days or weeks. However, to the credit of the Japanese,
because everyone approved of the purchase, they all made an effort
to successfully install and use it; if they failed, they would "lose face." Western
managers, on the other hand, would shove the product down people's
throats (a la Theory X), thereby the methodologies were viewed as the will
of a single person and not the company overall. Consequently, when the
manager left the company, "PRIDE" followed shortly behind.

WHICH IS BETTER?

Most managers favor Theory X, others Theory Y. A few are likely to become
Theory Z managers. Most, however, use some combination of the three. There
is no "right" style of management because the appropriate style depends on
the kind of people you employ and the kind of business you run.

But what is the current trend? During the second half of the 20th century
there was a definite movement from Theory X to Theory Y. But now it appears
the pendulum is swinging back to Theory X. As mentioned in my "Bean counter"
article, mentoring and employee training programs (a cornerstone of Theory Y) is
being phased out as a means of cutting costs. Further, under the "Parenting
Management" scenario, younger employees need considerably more supervision
and direction, which lends itself to a Theory X philosophy.

Even Theory Z in Japan is showing signs of erosion. Although the Japanese
economy ran well in the 1980's, it has slowed considerably over the last
fifteen years, causing the Japanese to rethink how they compete and
conduct business in a fast-paced world economy. Japanese managers realize
they no longer have the luxury of waiting months to make a group decision
and although they still wish to be loyal to the workforce, they realize certain
sacrifices are inevitable. Further, thanks to Hollywood and the Internet, younger
Japanese workers no longer share the same values as their predecessors. Frankly,
they have picked up a lot of bad work habits from their Western counterparts. Concepts
such as lifetime employment, corporate loyalty, and hard work is slowly evaporating
from the Japanese business culture.

BACK TO PERCEPTIONS

How we elect to manage others or how we elect to be managed is based on our
perceptions. For example, if we believe a person to be lazy, we will apply
a Theory X style of management. But if we believe people are responsible,
take initiative, and are successful, then Theories Y and Z are used.

As I mentioned in "Parenting Management," a generation gap has emerged
between management and the latest generation of workers. Management
perceives today's young workers as immature, disorganized, undisciplined,
and shirk responsibility. Whether this is true or not is immaterial. It is perceptions
that count. Because of this, it should come as no small wonder that Theory X
management practices are on the rise again.

For those younger workers who are as frustrated with management as
management is with you, the only advice I can offer is that you make a
concerted effort to improve your interpersonal relations/communications
skills. If you have garnered anything from this article, it is that appearances
are extremely important. Your physical appearance, forms of speech and
conduct all play a significant role in how you are perceived by management. Are
you someone who is bright but doesn't know how to apply your skills, or do
you have a proven track record for performance? In other words, it is
time to grow up. As President Calvin Coolidge observed years ago:

"Nothing in the world can take the place of persistence.
Talent will not; nothing is more common than unsuccessful men
with talent. Genius will not; unrewarded genius is almost a
proverb. Education will not; the world is full of educated
derelicts. Persistence and determination alone are omnipotent.
The slogan 'Press On' has solved and always will solve the
problems of the human race."

CONCLUSION

Management is more of a benevolent dictatorship as opposed to a democracy. It
operates according to its own whims. If management wants to be tyrannical, it
will. If it wants to allow group participation, it will. And if it elects to do nothing,
it will. But understand this, management's style is based on what the manager
believes is good for the company and how they perceive their workers. Sometimes
the actions of management will seem strange and without justification. But there
may be some very rational reasons for acting as such, perhaps for strategic or
tactical purposes. There is little the worker can do in this regards aside from
mutiny, which is rarely the proper decision. To overcome this problem,
it behooves management to promote loyalty and faith in judgment.

Management is about human relations, not numbers. If a manager stands by a
worker in the face of adversity, in all likelihood he will be building a good
employee for the company's future. In return, the employee should pledge
allegiance to the manager. Years ago, I remember Les Matthies, the legendary
"Dean of Systems," taught me that a man should always be loyal to his manager
while he is in his employment. If the worker doesn't like the manager, he should
either curb his tongue or get out. Only after the worker has left, should he talk
trash about his manager and even then he should think twice about doing so.



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