Mastering Management

Transcription

1 Mastering Management Essential Tools and Techniques For The IT Professional Table Of Contents Introduction...7 Don t We Have People For That?...8 Elements of this Guide...8 Leadership and Decision Making Leading Your Team...13 Management vs. Leadership...15 The Micromanager and the Mountain...16 Building Your Team...17 Balancing Your Work Team...18 Resolving Conflict In Your Team...20 Analyzing and Rectifying Poor Team Performance...21 Delegation...22 How to Delegate...25 Managing Star Employees...26 Leading By Example: Personal Organization...27 Establishing Prioritized To-Do Lists a Orming Diagnostic Tool b Balance Your Team c Delegation Tool d Time Manager Management Decision Making...38 Multiple Thinking Caps Open Your Mind...39 Looking Forward: Using A Decision Tree...41 Something Fishy? Apply the Fishbone Diagram...42 Negotiation...43 Focus on BATNA for Better Negotiations a Grid Matrix Decision Tool b Force Field Analysis Tool c Pareto Analysis Tool d Six Hat Decision Making...49 Page 1

2 1.2e Decision Tree f The Fishbone Diagram g BATNA Tool h BATNA Summary...56 Manager Communication Communicating To Persuade...59 Persuasion vs. Command...60 Persuasion vs. Negotiation...60 Communication Starts With Listening...61 What Are You Listening For?...62 Formal Listening: Focus Groups...64 Doing the Rounds...65 Assemble Evidence: Costs, Benefits and ROI...66 Your Communications Plan...67 When Do I Need a Communications Plan?...68 Anatomy of a Communications Plan...69 Making Your Communication Persuasive...70 Making Your Case a Meeting Notes Template b Communication Plan Template c Case Document Template Getting It In Writing...80 Tips for Business Writing...82 Tips For Writing a Memo Template b Letter Writing Best Practices c Short Report Template d Best Practices Speaking Your Mind...89 Explore Alternatives to Face-to-Face Meetings...91 How To Hold A Stellar Off-Site Meeting...92 Mastering the Art of Conference Calling...94 Public Speaking...94 A Guide to Killer Boardroom Presentations a Agenda Template b Speaker s Notes Template...99 Governance and Performance Metrics 101 Page 2

3 3.1 Strategic Alignment The IT/Business Alignment Model Toward Alignment IT Value and Measurement Selecting an ROI Tool Value Methodologies a Assess Your Alignment b Balancing IT Measures c ROI Calculation Governance and Policy Building Your Steering Committee What is an IT Project Charter Internal Service Level Agreements Strategic Fit: Your IT Policies Policy Development Tips Setting Departmental Goals The Annual Report Annual Report Communications/Marketing Plan a Steering Committee Charter b IT Project Inventory c Project Charter d Departmental Goals Template e Internal Service Level Agreement f Annual Report Template Budgeting and Finance Developing Your Budget Five Steps for Budget Preparation Understanding Allocations (Financial Overhead) Capital Budgeting Ten Tips for Cutting Your Budget a Budget Work Sheet b Budget Planner Spreadsheet c Cost Center Evaluation d Analyzing Your Budget Guide to Financial Accounting Financial Statements Differential Accounting Page 3

4 Accounting for Assets Asset Valuation Example Action Plan Budget Benefits of Asset Management Standardize to Reduce Costs Rolling Out an Asset Management Initiative Asset Management Best Practices a Differential Analysis Example b Hardware Asset Inventory c Software Asset Inventory d Tracking Component Lifecycle Managing IT Human Resources Establishing Your Staffing Needs The Problem with The Core Beyond the Skills Inventory The Full Time Vs. Contract Decision Developing an Experience-Based Staffing Mix Building an Agile Team a Create A Basic Skills Inventory b Review Strategy to Assess Skills c Calculate Staff-to-End-User Ratio d Staffing Benchmark Tools Recruiting and Hiring The Why and How of Job Descriptions The Art of Writing A Job Advertisement What About Tech Recruiting Agencies? Learn the Art of Conducting Job Interviews References: A Formula to Reduce Hiring Mishaps A Note On Compensation Breaking In the IT Newbies a Job Description Template b Guide To Interviewing Candidates c Checklist for Interviews d Checklist for Reference Checking e New Employee Orientation Developing Your IT Staff Performance and Professional Growth Plans Performance Reviews The Dollars and Sense of Certification Page 4

5 One-on-One Training Techniques Create a Training Plan Mentoring Coaching Problem Employees (Instead of Disciplining Them) Notes on Employee Termination Dealing with Downsizing Capture Knowledge Through Exit Interviews Giving References the Right Way a Quarterly Self-Awareness Survey b Performance Review Template c Upward Feedback Worksheet d One-On-One Training Checklist e Individual Training Plan f Exit Interview Sample Questions g Employee Reference Provision Policy Purchasing and Procurement Build, Buy, Or Outsource? Develop a Business Case Get Inside Users Heads With Use Cases Document Your Functional Requirements Build or Buy Decision Making Examine the Case For Outsourcing How to Avoid Shelfware Proliferation a Purchasing Planning Framework b Business Planning Tool c Business Plan Outline d Use Case Template e Functional Requirements Specification f Outsourcing Analysis Tool g Build/Buy Decision Matrix The Request for Proposal (RFP) A Process for RFP Development Risks of the RFP Process Anatomy of an RFP a Request For Proposal Worksheet b Checklist for RFP Page 5

6 6.3 Dealing With Vendors The Negotiation The Contract Acceptance Testing Preferred Vendor Programs Renegotiation Vendor Presentations: Get the Upper Hand Service Level Agreements Negotiating Software Licenses Negotiate Fair Right to Audit Clauses Used IT Gear: Lemonade or Lemons? Is Your Vendor Viable? Outsourcer Failure: Be Prepared Using an ASP? Here s a Security Checklist a Procurement Assessment Page 6