The Desk

March 28, 2018

There’s Going to Be a Little Pinch

Places Where You Can Ask

Places Where You Can Ask


There are different venues to reach the destination for a job search or seeking an opportunity It’s about finding the opening to get inside the door and reap the rewards of having made that milestone.

As we move along one path or another, there will be times when we need to ask for something. There are four aspects to this. The first is knowing how to ask. The other is the willingness to accept the answer you don’t want to hear. The third is having the fortitude to say “no” – in a tactful but understandable way. And the last is having sufficient emotional intelligence (also referred to as EQ) to realize “no” does not mean resorting to some type of negative behavior. Oh, and there’s a fifth aspect to this picture which should actually be first. It’s knowing who to ask or getting leads to where the answer can be found.

Who to Ask

Who you ask for a reference or for a lead is dependent on several factors. The most significant is whether you admire some talent they have as well as whether you believe they respect you and the talents you have to offer. If they have neither, it isn’t worth your while to seek their assistance in getting an introduction or even a recommendation. The unspoken assumption here is that the person knows who you are. If they’re merely a stranger, one will question the validity and value of their recommendation.

A person has increased significance as a reference when they have some type of expertise, knowledge of the industry or profession. It’s a plus if they hold a respectable position in their industry or have a good reputation. What they say in regard to advice is positively received and rarely is flawed. They are thorough and ask good questions in order to reach solid conclusions. Likewise, they know good sources to get the right, most up to date answers.

Another way of evaluating who to ask is how much they know of your work ethic and the caliber of your work or the caliber of the content you provide. That content may be input in conversations during meetings, in various exchanges, diligence in making certain of the facts and understanding of the subject matter before speaking (or writing), and attention to details.

Can they vouch for your character? Are you one way today and another the next? People with equivocal records tend to not be very reliable. That’s a two-way street.

How to Ask

Asking for a reference takes some tact. Few relish the thought of being put in the center of the bull’s eye so an outright “I need a reference for a job and I’d like for you to be one,” is not going to go over very well. Perhaps that’s one of the reasons why LinkedIn no longer creates additions to the “Skills & Endorsements” and “Recommendations” sections of one’s profile.

The Endorsements did not require solicitation. If someone was aware of you and respected some aspect of your work, all they needed to do was click a link that added their name to the collection of endorsers.

The need for a recommendation can arise for any number of reasons, in addition to finding employment. Perhaps a recommendation is needed for admission to a school or some type of fraternal organization. A direct approach is appropriate for these types of needs. Still, it’s important that the person is familiar with you, your work, and your style.

In these situations, it is all right to let them know that (1) you’re seeking admission to a program (or consideration for an opportunity with one) and (2) you need a recommendation from someone who can speak to the value you can add to the program. The next part is where sensitivity is required.

As I said before, it isn’t wise to put the person into an uncomfortable position. Here, however, it is appropriate (now that the opportunity is revealed and your motivation for pursuing it is disclosed) that you ask if they would be willing to be a reference for you. Frame it in terms of the fact that you’ve known one another in a professional capacity and you believe their endorsement would add value (it’s appropriate to briefly outline why). If not, Ask if they can suggest someone who may be able to serve as a reference.

Sometimes the reference is needed for an application. The endorsement needs to be verified by the organization hosting the event. Once the commitment is made, the evaluator needs to be made aware that their email address, and sometimes a phone number, will need to be disclosed. Find out what contact information they prefer to have used. Be certain they realize this information is for verifying the recommendation.

Accepting the Answer

“No,” is a difficult word to say. There are times when it’s appropriate to do so. Therefore, rather than give a false impression that the answer is a genuine “Yes,” it’s far better to learn how to say “No” in a clear and unequivocal way so that later, there will be no misunderstandings and confusion. Learning how to say “No” applies to not only the one petitioned for a reference (or permission) but also for the one who does not want to accept a generosity or gift.

Sometimes the response can be couched in an explanation; sometimes the reasoning will remain private. No matter which, it’s important to be willing to hear “No” and abide by it. Retaliation is not an appropriate response. Lashing out also shows lack of maturity.

While working for a boutique executive placement firm, we had an uncomfortable situation arise. The applicant gladly gave a list of references. Some were represented as extremely good, reliable friends. The time for reference checks arrived and people were called to do that step of the screening. Unfortunately, one of the references gave less than a milquetoast reference. To say that left everyone in an uncomfortable state is understatement. Some type of explanation for the rejection needed to be formulated and then contact the applicant to tell them their candidacy was being dropped.

Was there a misrepresentation on the applicant’s part? No. But on face value and from the standpoint of a potential employer who didn’t do enough screening, there was a misrepresentation. Saying “No” can make a huge difference in whether someone’s quest for gaining a foothold is successful or not.

Be Brave

Asking for a reference can be a daunting experience for some. It’s necessary to muster up the courage to ask. On the other side of the coin, it’s necessary to muster up the fortitude to either say “Yes” or “No.”

Sometimes the evaluator is an extremely busy person. They encounter many people in a day. Keeping a mental record of what experience they’ve had with a person can be difficult, especially when the pressures of business are upon them. They may ask that a rough draft of the letter of recommendation be created so that they can edit it. This will also help them know what things to highlight for that particular venue. Not every situation is looking for the same qualities. The standout moments in the relationship – expert advice, superior knowledge of a particular subject, quick and accurate research, ability to explain complex concepts in an understandable way – are some examples of what is needed.

Life Goes On

It may be a disappointment to hear “No” when a request for a reference is rejected. That isn’t the only person in Life’s track of relationships where someone can offer an evaluation. Consider that it’s typical to request at least three references whenever someone is applying for a situation. So there was one who said “No.” That doesn’t mean everyone on the list of co-workers, acquaintances, colleagues, and associates will have the same answer. It also doesn’t mean that the door is forever sealed shut. Move on to whoever may be the next best.

The advantage of asking is learning the answer. It may be music to one’s ears, “Yes.” On the other hand, there may be a little pinch. The good thing about that pinch is that it doesn’t last forever.

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October 22, 2017

Screening: How Much Experience

It’s an awakening time – again. But this time in another area.

Mistake One: Need-based Promotion

The first awakening was in the mid 1980s when I was a supervisor saddled with several rather mindless tasks that were also time consuming. One of them could be easily delegated. The receptionist wanted to grow out of her position and into something more responsible. She politicked. She told me about her endeavors in paralegal self study and how much she was reading. It seemed putting her into that administrative role could be helpful to both her and me as well as do the firm a service. I petitioned my supervising attorney who asked me to create a job description. He cautioned that her training and supervision was my responsibility. Accepted.

Her job description was written. It was given to her and she liked it. She accepted it. I thought she was doing well because her questions became scarce and she seemed busy. I was mistaken.

I was also responsible for training the securities paralegal and our new lawyers on handling corporate matters, especially forming a corporation. In the long run, I learned the receptionist who became the keeper of the library of corporate kits, was going to the securities paralegal (a 25-year-old, chauvinistic Bostonian man) for guidance and knowledge and then began considering him as her supervisor. She forgot that she reported to me. He felt he was superior to me and he had the support of a very popular securities lawyer.

Knowledge based on training

There were many issues that brewed in the office. So many that I forgot to monitor the growth of the corporate kit keeper’s knowledge and the depth of it. I should have kept better track of her work – even though there were many times when I found myself needing to work deal miracles. Perhaps I should have done a better job of teaching her new aspects of the work. But I definitely needed to help her realize that merely reading the book was not the same as being qualified to do the work. Perhaps more of an open-door policy with regard to learning opportunities would have resulted in a better outcome.

Doomed Destiny

There were other ethical issues that plagued all of the offices of that firm. The writing was on the walls and there were no erasers. The practices fed on themselves. One example was the lateral hire who was being interviewed from one office to another while carrying his plate lunch with him. Interviews continued as the firm’s convulsed its way toward its demise. Prudence dictated that interviewing stop, but it didn’t.

I was able to get out several months ahead of the collapse. Like a scorpion, the firm killed itself. But the collapse was because of the practices of many of the lawyers. There was also too much competitiveness and too many hidden agendas. There was also an enormous number of those who (like me with the corporate kit keeper) shirked their responsibilities in deference to billable hours and trying to hold down the fort.

We all should have been paying attention to the most important things. We should have been screening for experience and had a willingness to train if there was budget to do so.

Translatable Lessons

Screening for experience is something we do in many professions. The plumber brings their apprentice with them in order to train the learner about the proper way to use their tools and to identify what the issue is. The apprentice is not set loose on a project with no supervision until the trainer is certain of the skill that is going to be applied to the job.

The learner has seen the right way to do things. The conditions are explained to them. Also explained are the consequences and outcomes of taking a wrong step or making a bad turn. Terminology is explained so that both the learner and the teacher are conversing about the same thing. In that way, they can adequately talk to the client about the job, provide an estimate, form a contract for services, and then complete the job so that the bill is paid. Communication is a very critical element in screening.

Examples

How much experience does this potential worker have? Where are their references or testimonials? How many similar projects of this type have they done? Is this the first one? (Maybe they’re a volunteer who’s in transition and building a new portfolio.) Perhaps they have lateral experience that translates to what is needed for the job that’s open. Find out. Evaluate. Have them explain why this is a valid example of the type of work that can be expected from them. At the same time, you’ll be able to evaluate their ability to communicate, comprehend instructions, convey their appreciation and assessment of a situation, and depth of knowledge.

If they’ve merely been reading a book or simply talking (networking) with others in their target career option, that doesn’t necessarily mean they have the qualifications to be considered anything more than a newcomer.

Careful Evaluation

It’s one thing to read the book. That exercise provides the foundation for the knowledge. There’s more to learning than the mere visual intake of words. Learning comes in three ways: visual, auditory, and manual. Some people learn by using only one of those modalities. Others use two, and still other learners require all three.

Cementing the knowledge means actually using it. It’s best to practice the discipline before attempting to execute in the real environment. That’s why athletes and musicians practice and do drills. That why actors rehearse and block scenes. It’s why doctors and lawyers go through various stages of preparing for their discipline and developing their body of knowledge.

The motivation for getting into that career path and opportunity is evidenced by not just the portfolio of past accomplishments. That shows a history of experience. And that experience could have met with unexpected detours and interruptions. But the focused endeavors to practice the craft, science, art will have examples and work product. Where can those be found? If they’ve been deleted by some unethical hand, it’s a loss for everyone except those who actually saw or experienced it and can attest to its value. Another witness to experience is how well the candidate can discuss the project in detail. Perhaps there were no external evaluations that contained constructive critiques. Then evaluate how well the candidate did a self assessment and grew from that self counseling.

The amount of experience a person has is also evidenced in whether they’re capable of coming up with adaptations. Whether they’re successful or not is not the initial consideration as much as they have sufficient appreciation of the circumstances to enable them to come up with alternative methods of attack in order to reach the desired goal – ethically. It’s because they have a deep appreciation of the foundation principles that they will be able to identify a reasonable facsimile or substitute if the proper tool simply isn’t in the toolbox. They’re almost like MacGyver. Even if there are no longer work samples available, the knowledge (even long unused) is still there to benefit those who need and want it.

Enhancements, such as continuing education or next grade level training, will make the candidate even more valuable. Age is not so much a factor as is adaptability and depth of knowledge, as ability to move with change – or cause it because of that underlying experience.

Also keep in mind that now that we are a global society, we still use different terms (or labels) for things depending on where we are. What is call “The Plough” in the United Kingdom is known as Ursa Major elsewhere. So it’s important that the terminology or jargon is matching up between the parties.

How Much Experience Do You Have?

It would be nice to find credibility and proof of ability on the store shelf. Unfortunately, it takes time and practice to properly evaluate a candidate. Application of knowledge in projects directly related to the present goal or indirectly via a similar or lateral endeavor can prove to have enduring benefits. Repeated practice, with successes, build on the portfolio. Sending your employees off to a training and then never having them put into practice what they learned at the training is money thrown out the window three times over. There was the cost of the training, the cost of the personnel who covered the absence, and the wages paid while the employee was attending the training but left with no way to use it. Make that thrown out the window four times.

I’m not certain how a candidate can adequately convey knowledge and experience gained from being in the trenches. That type of insight provides a very deep awareness and appreciation of what the customer/audience wants and needs. It also gives a deeper appreciation of why one tactic will work compared with what the textbook said. Being in the trenches gives the practitioner more genuineness. When you pull out of the trenches, the landscape may still look the way it did when you entered it. But there have been changes on both sides of the picture.

Epiphanies

Incidentally, I’m finally about to embark on a long delayed step in my professional endeavors (which has spawned some of this writing). The handouts for a talk I’m doing later this month will be created as digital content. I’m learning about creating and publishing an ebook. The simple act of talking about “front matter” became a six-hour exercise of following instructions based on old technology and obsolete protocols. The updated information is now available. Meanwhile, there’s been searching for what was discussed under the old protocols. There’s been applying the principles to test runs. And there’s been time to recognize distractions and time management issues – in addition to the need for trial runs.

The term “front matter” is not the same in every genre. Which brings me back to terminology and jargon. Make certain you’re talking about the same thing as the experience is being discussed or described. Also be certain of what is considered proficient and standard in that part of the world compared with where the work is to be performed. Avoid throwing out the proverbial baby.

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November 21, 2010

Career Tip: My Insufferable Boss

D-Day has happened in your career life. Your boss, your unfulfilling job, the long commute, the incredibly long hours, the overwhelming amount of endless work finally got to you. You’re looking for a new job. Interviews are scheduled at discrete times and you’re preparing for each one.

What’s your history been at your place of employment? One of the questions you’ll be asked during at least one of those interviews is what your former employer will say about you. Another surprising question will be what you think about your former place of employment. This is when how tactful you have been will come into play.

It’s one thing to be circumspect and keep your grousing to yourself. The bitter comments you want to share with your “vowed to silence” best friends, chummy co-workers, and relatives may come back to haunt you if you say them aloud to someone else. The pent-up complaints that you key to your journal on Facebook could be read by some unsuspected eyes. Your image rides on how you say the positive as well as express the negative.

Your boss seemed to be out of touch with the job. They needed to be led by the nose through the simplest of things. Even though you were new to the industry, you provided the 20-year veteran through the most common sense strategies. What you say is, “I was a key support person and helped build the business in a lot of critical ways.” Have success stories to demonstrate your insightful additions and statistics available to show growth of business revenue.

You’re talking to the person on the bus or train about the type of day you had. You don’t know this person from the proverbial Adam. They may be the best friend of some person at your office who’s in a critical position. They may be your supervisor’s best friend or neighbor. If you must express your exasperation, talk about how overwhelmed you are with the volume of the work. Share that you see developing a better strategy with getting things done. Take into account that you need to get better organized and keep a schedule or check list. Definitely do not blame your boss for your ills; don’t engage in name calling. Remember, this stranger may be your interviewer the next day – or the friend of that person.

There are ways to say the boss isn’t one you’d keep on your top ten favorites list. The better route is to talk about whatever positives there are. They can then be countered with a tactful reason why they simply don’t amount to enough to keep you at the company.

Reasons that don’t keep you can be the firm is cutting back or the culture simply isn’t a match. This last one will need to be backed up with some of the knowledge you have about the place where you’re interviewing as well as the positive things it has demonstrated as being a desirable place for a person who has your skills and talents that are being offered.

You’re probably getting the picture by this point. Definitely don’t bad mouth your last place of employment nor the boss. Let the fact that you are mature, tactful, and discrete be part of the pluses you bring to the table that aren’t documented on your resume. Let’s leave the talk about my insufferable boss to the comedy show.

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