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Six weeks ago, I wrote that freelancers were better equipped than full-timers to survive a recession, because they were more accustomed to looking for work. At the time, I had only the vaguest suspicions that I would be putting my confident words to the test less than ten days later. Linux.com, which was buying most of my articles, was going along much the same as usual, and, and, because SourceForge, its parent company, is publicly traded, I knew it had money in the bank. If anyone were recession-proof, then surely I was. And, in the end, I was right, although not in the way that I had expected.

By freelancing standards, I had grown complacent. Ordinarily, I try to diversify my sources of income. But I was already writing the maximum number of stories that I could write per month without increasing my work hours, so I hadn’t done so as much as I might. Instead, I had allowed myself to become heavily dependent on a single buyer.

Imagine my surprise, then, when my main buyer suddenly stopped buying stories – just in time for Christmas.

After I picked myself up out of the bomb crater, my first reaction was relief that I had at least diversified enough that I could cover my monthly expenses. But I wouldn’t have much left over, and I didn’t feel like giving up my newly acquired art habit, even if it is a luxury.

As I exchanged a flurry of emails and IRC conversations with my fellow writers, I realized that I had to move at once. Quickly putting together a mental list of the most likely buyers for articles on free and open source software, I sent out some queries – not detailing what was happening, but simply saying that some slots in my writing schedule had opened up.

The results, to say the least, were gratifying. Five hours later, I had replaced 85% of the income I had obtained each month from my main buyer. Within three days, I had not only replaced it all, but had done so with a reduced work load. I didn’t even have to go through half my list of potential buyers, although I still might.

Of course, for the past month, I’ve been kept busy getting to know new editors and their ways of doing things. Also, there was paper work — all the more so because I’m a Canadian writing for American-based sites. But all that’s a small price to pay for self-preservation.

Am I lucky? I am painfully aware that I am, especially when I had let myself become so comfortable. But, to some extent, I made my own luck. I still had enough of a freelancer’s instinct to know what I had to do, and that I had to do it fast before anyone else did. And, apparently, despite the vocal minority that like to badmouth me, I seem to have developed a reasonably good reputation – in fact, some of that reputation seems founded on the grounds that anyone badmouthed by certain people must be all right.

Still, my escape was far too close for me to be self-congratulatory. To some extent, I’m still in panic mode.

I don’t know if Linux.com will still be a market for me when the dust clears. But, just now, I doubt that I will return to becoming so dependent on it – or any other single outlet. More than anything else, I am coming out of the last month with my belief intact: As a freelancer, I really was equipped to handle recession.

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If you’re one of the thousands who have been laid off in the last few months, you might be tempted to use a career coach to help you in your job search. But whether that’s a good idea depends on whom you hire as a coach, and what you expect to get out of the experience.

Hiring coaches is difficult, because in most places – and probably everywhere – anyone who wants to can set up as a career coach. No professional or regulatory body exists for the job. Nor does any recognized form of accreditation (having taken a course or two doesn’t count).

The only criterion you have for judging career coaches is their reputation. A good place to start is with an Internet search in which you keep an eye out for complaints to consumer organizations or better business bureaus. But even that may not tell the whole story if the coach is part of a larger organization or franchise, because a business record in one area may mean nothing in another area.

You may also want to arrange a preliminary meeting, and decide whether or not you trust the coach, but don’t imagine that you can necessarily tell someone who is fraudulent. After all, a fraud probably has more experience conning people than you have detecting them. Probably your best bet is to work with someone who comes recommended by a friend or family member who has been their client, and whose judgment you trust. However, if that isn’t possible, ask a potential coach for references — and check them.

As you screen a possible coach, be on the lookout for exaggerated claims. Does the coach claim to have methods no one else has? Do they guarantee results? Put you through a screening process, then tell you that you’ve made the cut? Use high pressure tactics? Any of these signs may indicate dishonesty or, at the very least, a greater interest in taking your money than in helping you.

Just as importantly, be very clear what a coach does for you. If you are expecting someone to do all the work for you, or to pull a genuine miracle out of the desk drawer for you, you are going to be disappointed in your association.

Basically, a coach can do two things for you. The first is to update your sense of the job market, and to help you prepare for your search. A coach can give you advice about how to arrange a resume to best effect, help you practice interviewing, critique your clothing and manner, and, if you have chosen well, give you a better sense of the job market in your areas of expertise than you have. In most cases, they will tell you about the effectiveness of networking and informational interviews, but the simple statistic that the average person needs 30-40 informational interviews to land a job is enough to tell you that the real work has to be done by you. A coach can prepare you, but if you don’t cooperate with their job search program, then you are wasting your money.

The second thing that a career coach can do for you is to serve as an advisor, answering the questions that arise during your job search, analyzing your account of your experiences, and suggesting ways that you can approve next time. Since they are constantly thinking about such matters with a number of people, they should be able to give you better advice than most people. In other words, they can help you focus your efforts and learn from them – but the effort is still up to you, and not the coach.

Hiring a coach is like taking a class; just as you can learn the subject matter of a class by yourself, you can learn what a coach can teach you through a library or experience. In both cases, entering into a formal agreement forces you to become organized, and can help you to learn more systematically.

But, if you are not ready to put in the effort, or imagine that the formal agreement is an end in itself rather than ongoing guidance, you are going to be disappointed in the result – and, because of the lack of formal qualifications for career coaches, quite possibly cheated.

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Even if you’re an extrovert, meeting new people takes energy. To reduce the required energy, whenever I’m networking or at a business meeting, I like to come equipped with at least one conversational hook – a detail about me that make people curious and give them something to talk about when they approach me.

The term is borrowed from the writer’s idea of a hook, or first sentence that makes people want to read more. For example, when Charles Dickens started A Christmas Carol with, “Marley was dead to begin with,” he hoped that readers would be intrigued about why he would mention the fact. More subtly, when Jane Austen began Pride and Prejudice with “It is a truth universally acknowledged that a single man in possession of a good fortune must be in want of a wife,” she is announcing that her subject is courtship, hoping that it will interest them (and also, as you soon find out, being ironic, since the last thing that either Bingley or Darcy are thinking of at the start of the novel is getting married).

A conversational hook works the same way. Just as a literary hook lures you into reading, a conversational hook is designed to make others think that you are worth spending time with. It’s not as extreme as an eccentricity. Nor is it a pose, because, to be successful, a conversational hook needs to be backed up by the ability to talk about it. Rather, it is an expression of your individuality that attracts attention.

A conversational hook can be as simple as a T-shirt. When I am at a developers’ conference – and, sometimes, just on the street – My Linux Journal T-shirt, with the slogan, “In a world without fences, who needs gates?” (a reference, of course, to Bill Gates and Windows) is sure to evoke a laugh. And, once you have shared a laugh, talking with each other becomes easier.

More recently, I have found my three inch copper bracelet by Tsimshian artist Henry Green to be another conversational hook. Larger than usual, made of a metal that you rarely seen in jewelry, and featuring a stunning design, the bracelet offers all sorts of topics that people can use to approach me. First Nations people, especially artists, are especially interested in it, but the interest cuts across all sorts of demographics. One friendly acquaintance who has watched too much Doctor Who calls it my chronoplate, while others ask if I am wearing it because I believe that copper helps relieve arthritis. It helps that the bracelet is more suitable for formal occasions than a T-shirt, too.

You can use the same idea to make yourself stand out on a resume. Although I maintain several different resumes, I always include two or three lines under the heading of “Interests.” Currently, the section reads, “Running; parrots; punk folk music; Northwest Coast art; history, science fiction, and 19th century novels; Linux.” This summary not only says a lot about me and positions me – I hope – as a well-rounded individual who is worth interviewing.

In addition, when I am called into a job interview or consulting session, it gives other people a starting point. I have lost track of the number of times people have begun by asking me what punk folk music is, and many other meetings begin with an exchange of stories about running or science fiction. And I still remember the forty-five minute interview that consisted of five minutes of talk about the contract, and forty exchanging cute stories about our parrots.

Conversational hooks work because most people are nervous meeting new people. By giving them something to talk about, you set them at ease. In doing so, you generally create a favorable first impression – and first impressions, as you probably know, are frequently the basis for the impression that people take away from a meeting. Not only can you help yourself by creating hooks that draw other people in, but you can be on the lookout for hooks that others may be consciously or unconsciously offering.

Either way, you’ll find that conversational hooks are a great way to take the nervousness out of meeting people for everyone.

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Earlier this week, The Globe and Mail ran an article about freelancers who were considering finding full-time work in response to the recession-cum-depression of the last couple of months. Being a long-time freelancer myself – and someone who has never been happier than when working for himself – I found some wry amusement in the assumption that freelancing is riskier than full-time employment. Not only do I believe that freelancing is generally safer than full-time employment, but I suggest that freelancers are better equipped to weather the uncertain economy.

Admittedly, a recession is a bad moment to begin a freelance career, if only because so many other people may be attempting the same change. Obviously, too, a freelancer’s ability to survive depends on what services they offer; for instance, if you offer web design services, in hard times people might be tempted to put off improvements and changes to their web pages as non-essential.

However, in general, freelancers have distinct advantages in troubled times:

  • Freelancers are already established: As full-timers are laid off and try to support themselves on freelancing, established freelancers already have the contracts and – most importantly – the reputations to keep themselves employed. Many of them have an established customer base, and they can focus on assignments rather than on marketing themselves – a process that usually takes a few months.
  • Freelancers are more versatile: Full-time employees are generally slotted into narrow specialties. By contrast, freelancers can offer new, related services as the opportunity or need arises. For example, if you are a technical writer who finds that clients are putting off updating their documentation, perhaps you can branch out into public relations or graphic design.
  • Freelancers are used to working on multiple contracts at the same time: While full-timers often have the luxury of concentrating on one project at a time, most freelancers juggle multiple projects at the same time. Part of the reason may be freelancers are so afraid of being without income that they often overbook themselves. However, an even larger part of the reason is that they don’t always find a single project that brings in enough income by itself. A recession simply makes this situation even more likely. So, in this sense, the habits of the average freelancer become a useful survival mechanism during a recession.
  • Freelancers have established social networks: In any sort of job-hunting, connections are important. But, while full-timers often neglect networking because of their false sense of security, freelancing is like constantly looking for work. The result is that freelancers may be prepared to replace work lost to the recession with other assignments.
  • Freelancers are better prepared psychologically for losing work: Many full-timers invest a lot of their self-image in their employment. When they lose their position, they are devastated. But freelancers do not nurse the full-timers’ dream of a job for life. They expect to work on many contracts during their careers. So, when one contract is canceled, it means very little to freelancers – unlike full-timers, they are not devastated. While they may regret the loss, freelancers know that some work will never materialize or be canceled, even in good times.
    In other words, a recession is only a freelancer’s regular situation intensified. They know how to deal with the situation, and don’t need to change their attitudes to survive – unlike full-timers.

I’m not surprised that The Globe and Mail could find freelancers who were considering full-time employment, but I suspect that they are in a minority. Although all the freelancers I know are alert to the economic situation, they seem reasonably confident of their ability to survive it. Unlike full-timers, they find little new in troubled times.

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As a freelance writer, I’m committed to a certain number of articles each month. I often have to work far too many weekends and evenings to finish them all, but, once I finish them, my work for the month is done. This month, I finished my work at about noon today, and even had time for one extra article, so the next day and a half are an unexpected holiday.

Maybe I have too strong a work ethic, but I find something luxurious and wicked in this unlooked-for time. Maybe it’s a lingering feeling from school, when such time meant that you either had a doctor’s appointment or were skipping out.

It’s not as though I do anything special with such holidays. This afternoon, all I did was get my hair cut, then head to the gym and make a few phone calls when I returned home. Tomorrow, the sum total of my intentions is to stop by the video store and maybe do a bit of early Christmas shopping downtown. Hardly epic stuff, but stuff that my schedule usually doesn’t give me time to enjoy.

Not having to worry about juggling deadlines, making appointments, or any of the usual obligations of my working day removes the pressure on me. The pressure is self-inflicted, since I manage my own workload, and compared to that of many officer workers, it’s slight. In fact, often, I’m not even aware that it’s there. But, once I stop, I notice its absence.

Free of pressure, I take my time. My errands are not slotted into my schedule, but vague destinations that I can saunter towards at half my usual speed. Like one of our parrots, I can allow myself to be distracted along the way.

And, as I meander, whistling, I look at the hurry that everybody else is in, and wonder why they look so tired and tense. An overdose of Starbucks Ventes, maybe?

Maybe the main reason I enjoy these unexpected holidays is my awareness of how brief and uncertain they are. Some months, I don’t get them at all, and I’m left scrambling to submit my last articles before midnight on the last day of the month. And, even when I do get them, they barely make up for the work I do outside of normal business hours.

All too soon, I know that another month will roll around, and I’ll be contemplating another bout of the same routine. But, for that half day, that two days – however much I finish before the end of the month – my time is my own, and I can slow down. Then I feel smugly serene – and very, very lucky to have organized my life so that I occasionally get such windfalls.

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One of my pet peeves about business is the constant consternation among executives about employees doing personal business on company time. Even if the transgression is just a few minutes browsing on the Internet, it’s viewed with the greatest concern. Business experts talk earnestly about what such loss of productivity might mean to the nation, and devise ways to spy on employees, or to block web sites that employees might like to view. Doing business on company time, they gravely explain, is the worst sin of our secular age – stealing from your employer. What annoys me is that such concerns are a grotesque hypocrisy.

I’m not talking, you understand, about the extreme cases, where a middle manager spends five or six hours a day on a gambling site, or a system administrator watches porn all day. Such behavior is obviously unacceptable to anyone. I’m talking instead of people who take five or ten minutes a couple of times a day to read a news or hobby site, or to dash out on a family errand.

Of course, even this behavior was unacceptable thirty years ago, when people worked regular hours and rarely deviated from them. After all, the lost time quickly adds up.

But the workplace is different today. Instead of receiving an hourly wage, the average office worker is on salary – a ploy that forces them to work hours of unpaid overtime. Especially in high-tech, the norm is to take advantage of this situation, putting heavy pressure on those who leave after eight hours and implying that anyone who doesn’t devote evenings and weekends to the company are not being good team players and letting everyone down. More than once, I’ve encountered supervisors who had a habit of starting meetings ten minutes before the end of the day and forcing people to work overtime, knowing very well that the social pressure would keep most people from objecting.

And only rarely does anyone get a day off to compensate for their extra hours. Rather, unpaid work has become the norm.

Under these circumstances, how dare employers complain about the loss of half an hour or an hour a day when they are averaging twice that in unpaid overtime from their employees? If anything, they ought to be glad that employees are taking short breaks. Otherwise, productivity would decline steadily after about nine hours. By taking those breaks, employees are actually making better use of the time actually spent working, because they are more refreshed than they would otherwise be.

An employer with any knowledge of human nature should be glad that employees know how to pace themselves. Otherwise, employees risk falling into the unproductive habit of a resident doctor I once knew. When I asked how she handled the thirty-six hour shifts that are part of the hazing ritual for new doctors, she explained, “I try to make all my decisions in the first twelve hours. After that, I just try not to make any mistakes.”

Anyway, what choice do employees have except to conduct personal business on company time? When employees are working long days, often the middle of the day is the only time they have for errands or personal business. Very few stores are open at 10PM – assuming that someone staggering home after a fourteen hour day even has the energy to stop to shop.

At any rate, employees are doing nothing that many executives haven’t done for years. Despite all the pep talks about the importance of leadership, the average manager works far less strenuously that the average employee. The exceptions are those who have a hands-on approach, and lend a hand in anything that needs doing, and they are usually in a startup. The average manager thinks nothing of doing exactly the sort of thing that annoys them when employees do them.

And perhaps that’s the problem, Maybe the executives who worry about productivity are simply irked that average employees are claiming perqs that used to be reserved for them alone.

When companies pay overtime or don’t cajole and threaten free work out of their employees, and managers set an example of dedication, then they will have a right to complain about what is done on company time. Until then, so long as employees put in the number of productive hours listed in their contract, they have every right to reclaim some of their free time.

So far as I’m concerned, the employees aren’t the ones who are stealing.

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Considering the number of jobs I’ve worked at, I’m surprised that I’ve only been fired once. I use the word “fired” deliberately, since I dislike euphemisms like “laid off” or “made redundant”and consider them inaccurate. It was experience that I found humiliating and unfair, and my wish not to repeat it helps to explain the fact that I’ve usually worked freelance or as a consultant ever since.

At the time, I was working as a technical writer. I had a job at one company that bored me to tears, so I hired a sub-contractor to do that, taking a modest hourly cut from her salary and showing up there one day a week. The other four, I worked at another company that wanted my services.

My four day a week job was everything that the other was not. It was new, and I was learning Unix, and I shared an office with two other people who were intelligent and shared a cynical sense of humor. Best of all, I was laying the groundwork for the company’s documentation, recording for the first time much of the information on which the company ran, which was a creative challenge as I struggled to understand the software system and to pry information out of the brains of uncooperative developers (this was before my knowledge of free and open source software made me tolerated in the world of programmers).

All seemed to be going well. The manager to whom I reported wanted me to turn full-time after my first week, and we had a mutual interest in birds (in fact, most of my initial job interview was spent talking about parrots). Elsewhere in the company, people were talking of me as someone who was dong the impossible, since I was the third person to try to give the company some documentation, and I seemed to be succeeding.

Then, one day after I had been working at the company for several months, I heard that the company had lost a major customer. I made the expected solemn noises when I heard, but didn’t think too much about the news, even when rumors of staff cuts started circulating about mid-morning. After all, I thought myself a star employee, so they couldn’t be about to fire me.

I couldn’t have been more wrong. I had forgotten what passes for wisdom among executives – the idea that the last hired or those on contract should go first, regardless of how irreplaceable they might be.

Early in the afternoon, the manager of my section called me in and told me I was being laid off. My first reaction was a wordless sound of disbelief. In my naivety and self-conceit, I had been taking the praise I had received as an indication of how the company regarded my work.

My second was to find a reason for the event. After a moment, I remembered an incident in which part of a printing job needed redoing because of a mistake in the address. Hesitantly, I asked if that was the reason for me being fired.

“Let’s just say that it made the decision easier,” the manager said, suddenly stern.

I pointed out that, while the final responsibility was mine, both he and the president of the company had proofread the job, and so had some of the blame for that mistake. The manager sputtered for a bit, and I realized that all I had done was give him an excuse where he hadn’t had one before.

I could recall far more costly mistakes, including a couple by the manager.
But the excuse didn’t matter. The manager told my office mates to make themselves scarce, and stood over me while I cleaned out my workstation.

To give him credit, he did say that he thought me unlikely to steal or sabotage anything. But he treated me like a potential troublemaker anyway, and I had one of my first direct insights into how expectations and policy could make a basically decent but courage-deficient person act like a stranger to someone who was a friend.

Full of resentment, I packed my things and left, so quickly that I forgot a little plaque with a Northwest Coast design on it. The office manager left a phone message about the plaque, but I never did retrieve it. I didn’t want to return to the place where I had been treated that way, or to face my office mates after what I considered a public humiliation. Never mind that three of the other recent hires were also fired; I took the action personally.

A couple of years later, I met one of my office mates on the Skytrain, and he said that they had all been hurt that I hadn’t kept in touch. A touch icily, I observed that they had never tried to contact me, either.

In the end, I wasn’t largely unaffected financially by the incident. The other company had enough work that needed doing that I could return full time there, while still receiving the stipend for supervising the sub-contractor. But the incident left me more cynical and less trusting, and at some level I promised myself never to endure the situation again.

The next time it looked like financial troubles meant that a company at which I was a long-term consultant was about to lay off people, I bailed a week before the staff was nine-times decimated. The company’s president had promised me a job as long as I wanted one, but I decided not to put his character to the test; instinct told me that he would have failed.

Very quickly, too, I decided that I would not worry about full-time employment and stay freelance. To this day, I dislike people have the power of judgment over me, especially when they are under no restraints to use that power responsibly or fairly.

Even now, I avoid situations where someone might exercise that power over me. Some people might say that shows a bad attitude, but, in the end, I’m glad to have it. If I hadn’t learned to feel that way, I might not be doing almost exactly what I want for a living.

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The other week, I heard that a former employer had gone out of business. I reacted with the same pleasure that an octogenarian might feel on reading the name of an unpleasant former colleague in the obituaries. I was glad to see the company go, and my only surprise was that it had crawled along as long as it had. I had been expecting to see it go under for years.

As you might guess, I was not particularly happy there. I used to take long walks at lunch, regardless of the weather, just to get away from the place, and would amuse myself by composing words to a parody of “Chantilly Lace” that I called “Genteelly Bored.”

Part of my unhappiness was the circumstances. It was my first full-time position since the dot-com crash. After being one of the powers at two different companies, I felt demoted to be working as a technical writer again, no matter how often I told myself that no honest living was shameful. But I felt massively under-challenged, and chafed at having to take directions, although I remained polite.

But a larger part of the problem was that, having been a leader (of what quality I’m not sure), I knew that the company officers and executives were border-line competence at best. The CEO was not only fond of purges, which inevitably included people with key knowledge, but also of inflicting the latest management fads on the company. He was fond of regular, excruciating company meetings at which he kept showing the same slides over and over. When I left, he was trying retreats at which select members of the company would discuss a book on the management best-seller lists – a move which instantly divided the company into the privileged and the under-appreciated. He never did seem to understand that he was sending mixed signals, and, when I briefly shared an office with him due to overcrowding, he used to wonder why no one was passionate about the company.

The other executives were no better. The vice-president of toadyism, as I called the CEO’s right hand man, was infamous for making decisions without bothering to gather necessary information.

Another executive, a fundamentalist Christian, tried to take me to task for using, “Does anal-retentive have a hyphen?” on my screen saver. He thought it obscene, and was put out when I suggested that he had better things to do than chastise me over trivia and I refused to apologize on the grounds that I had done nothing wrong.

Then there was the testing manager, a little man who decorated his office in unread books and inspirational posters, and would spend hours designing spreadsheets with the largest color palette that I have ever seen. He worked long hours, and like to call meetings with me just before I was leaving for home. But at least he didn’t last as long as his probation.

“Blind leading the blind” was the phrase that kept occurring to me when I had to deal with any of these characters. But although interacting with them was bad enough, what was especially hard to handle was the fact that I had enough experience (and enough memories of my own incompetence) to know that they were mismanaging the company, and making what could only be a marginal business at best a loser. I discovered that to see incompetence that you know how to correct, yet to be able to do or say nothing is one of the most uncomfortable mental states possible.

Still, I shouldn’t complain. If I hadn’t been so uncomfortable, I wouldn’t have started trying to write a book on OpenOffice.org. The book was never published, but my efforts over the fifteen months I was at the company have since repaid my effort many times over as I cannibalized the chapters for articles. I also started doing a couple of other articles per month, and I still remember the pleasure when I had earned enough from articles to buy my new computer. There was another short contract between my work at this company and my transition to full-time journalist, but if I hadn’t been so bored, I might never have done the ground work for a career change. So I can’t say that the company didn’t do me an unintentional favor.

Still, I wish there had been a wake. I would have attended, if only to dance on the coffin.

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Today, I was interviewing someone who stated that any company or free software needed a leader who was passionate about the work.

The idea was that, being a leader, they could quickly make the decisions necessary for the smooth running of the company, and that, being passionate about the work, they would make desirable decisions – or, at the very least, spare their subordinates the problem of making no decision at all, which the interviewee saw as often worse than making a wrong decision.

Given what I know of the interviewee, I wasn’t surprised to hear this belief expressed. All the same, I was amused that, shortly before the interview, I had read a new release announcing that a former employer, who also believed in being a passionate leader (perhaps he reads the same books on management as the interviewee) had just sold 95% of his company after five years of trying to make it consistently profitable. And if that is not a sign of bad leadership, what is?

As the interviewee expounded his theory, I couldn’t help thinking that you can passionately make the wrong decision at least as often as the right one. If anything, if you push logic aside in favor of inspiration, you’re probably more inclined to make wrong decisions.

Also, although I kept silent – interviews not being about me, I strongly believe – I couldn’t help thinking that, nine times out of ten, when people talk about leadership, they are viewing themselves as the leaders in question. What other people might think of the arrangement they are expounding hardly enters into their consideration. The assumption always seems to be that non-leaders will automatically follow.

I suppose that some people might exist who want a leader to make decisions for them. Or, at least, if they do exist, such people might explain neo-conservatism. But, I’ve never met them. The most apathetic and most obedient alike always seem jaded or cynical about their situation, if you can get them talking in a place where they feel safe.

For the most part, I suspect that people are not looking for a leader so much as a sense that their input into a decision matters. Nothing can be more irritating to someone with specialized knowledge than to find that their experience has been ignored in the decision-making.

I remember one long, hot summer when I was working on a design and writing project with a company. Whenever we held meetings, the CEO would arrive forty minutes late. He would then spend the next twenty minutes vetoing all the decisions the rest of us had made before his arrival – so far as I can see, simply because he felt like asserting his authority. Those of us who were consultants soon got into the habit of being late ourselves, and of not talking about anything to do with the project until the CEO arrived.

Needless to say, we were fuming, partly about the waste of time, but partly because our suggestions, which we believed were in the best interest of the company, were being ignored.

Very likely, we were sometimes wrong n our decisions, but, given our experience, we were almost certainly right more often than the CEO, who had no relevant expertise in the project – only a passion to have things his own way.

Such experiences explain why, whenever someone talks about visionary leadership, I start getting very apprehensive (at least when I have to endure it; when I don’t, I just shake my head). Somehow, business in the twenty-first century has got hold of the idea that leadership is some sort of natural trait or at least something that is an end in itself.

The idea reminds me of people who believe that a writer simply needs to know how to write, and has no need for expertise on their subject – in both cases, the odds of poor performance increase to near certainty, probably because so much time is spent disguising ignorance and inability.

Personally, I think leadership is simpler than that. These days, I tend to avoid situations where leadership arise, having decided that I have no particular wish to lead, and that I most definitely do not want to led.

However, in the past, leadership roles continually came my way – probably due the wrong-headed belief that if you are skilled in one area, you are somehow fit to lead. When I could not avoid such roles, however, I quickly learned that they were not about me, or making me feel good.

To me, leadership decisions were simply a matter of problem solving: I gathered what information I could in the time allotted, consulting people when I needed to, made a decision, then moved on to the next matter needing my attention. But, then, I’ve never thought that any leadership that wasn’t hands-on was worth a damn, anyway.

To this day, I have no idea how effective a leader I was. Nor am I likely to find out now. But it seems to me that there is far less to the role than those who aspire to it like to pretend.

Passion? Vision? So far as I am concerned, passion is for martyrs, and visions are for saints. I’ve always been aware that I wasn’t so exalted, and that I had a job to do.

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(This is an article that originally appeared on the IT Manager’s site. Since the site has shut down, I’m reprinting the article here to give it a more permanent home)

Books about management techniques rarely mention how to lead computer programmers. The few that do sooner or later reach for a cliché and compare the effort to herding cats — J. Hank Rainwater, for instance, uses the phrase as his title. Partly, the comparison reflects how much the topic is outside the corporate mainstream. However, the comparison also reflects the conflicting nature of the job. The typical IT department represents a separate culture within a company, and a successful manager must both understand that culture and stand between it and the rest of the company, trying to explain each to the other.

I’ve seen dozens of managers — including me — approach this conflict, each with varying degrees of success. My observations here summarize what I believe are the basic facts that managers needs to know to manage programmers. They apply to any programmers, but especially those involved in free and open source software (FOSS), many of whom develop typical programmer attitudes to an extreme. Although some of the points seem obvious to those familiar with programmers, let me assure you: To outsiders, if their mistakes are any indication, the points still need to be emphasized.

You’re in a meritocracy. Prove yourself.

Management gurus usually focus on the characteristics of natural leaders and how you can imitate them. They give ambitious managers heroic images of themselves as samurai warriors, Antarctic explorers, or Henry V. However, neither the discussion nor the image is much use when you manage geeks, because developers, regardless of whether they are involved with FOSS or not, are more concerned with results than any real or artificially generated charisma. Before you can even start to lead a group of geeks effectively, you have to prove yourself to them — either by showing your competence in their area of expertise or by demonstrating that you have useful expertise that they lack. To become truly effective, you need to go further and prove that your expertise helps the group and everyone in it towards their goals, and that you have at least a high-level understanding of what everyone else is doing.

Until you prove yourself, you can expect to be tested, even if you’re a former programmer yourself. The probing can be aggravating, but the good news is that, if you prove yourself, you can quickly become accepted. At one company where I worked, the CTO had an impressive programming background, but it was some years in his past. The developers questioned his decisions constantly, right up to the time that he started delivering tough but accurate critiques of their code. The questioning stopped overnight.

Just because you’re in charge doesn’t mean you’re better

Watch how people spend their free time with family and friends, and you’ll soon notice a preference for informal structures. Given anything resembling a choice, people choose not to be in formal hierarchies, especially if they’re near the bottom of it. A hierarchy may be efficient, but, by being its local representative, you automatically become the focus of resentment.

This natural anarchism is stronger in developers than in most people. If you think for a moment, a meritocracy implies a constant shifting of status that depends on who has done what recently. Add this political instability to a widespread feeling of being different and misunderstood, and the resentment of leaders becomes stronger still. Moreover, in FOSS, where status is still one of the main coins with which programmers are paid for their efforts, these attitudes may be taken to a further extreme.

Neither being in a position of authority nor being older — as managers often are — is going to command automatic respect in the IT department. You might assume that your position reflects some superior qualities such as intelligence or ambition, but the development team probably doesn’t. Management consultant Tim Bryce insists that most programmers are no smarter than anyone else in a company, but that’s not what they believe.

Rather than relying on any natural or structural authority, IT managers need to see themselves as coordinators or problem solvers, working within the culture of their department whenever possible rather than against it. Nobody has ever shown the causality, but there’s probably a connection between the fact the era in which the corporate hierarchy has flattened corresponds to the rise of the IT industry. Because of the economic important of the computer industry, its values are spreading through the rest of the business world.

What motivates you doesn’t motivate your staff

A few management books, such as Beverly L. Kaye and Sharon Jordan-Evans’ Love ‘Em or Lose ‘Em
emphasize that one management style doesn’t fit everybody. However, many gurus and the managers who listen to them continue to assume that what motivates them — promotion, money, perks — also motivates programmers. For those unfamiliar with programmers’ culture, the process of realizing they are wrong can be disconcerting.

“Leading programmers is different from leading most employees,” career expert Tag Goulet says. “At one of my previous jobs at a startup, I was the vice-president of production, and led a team of three programmers. One of the guys posted Dilbert cartoons by his desk that poked fun at Dilbert’s pointy-haired boss and were quite possibly references to me. I’d never seen cartoons like that in more corporate workplaces. Instead, everyone was always careful to have political decor that implied that they were all team players.” In fact, such cartoons, like the popular Demotivator posters that satirize inspirational corporate art, are often the first indicators that many programmers are skeptical, even dismissive of the values that many managers take for granted.

The trouble is, managers usually have backgrounds in business or marketing, and are outgoing people who prefer to work with others. By contrast, most programmers are the academics of the business world, inwardly focused and preferring to work with inanimate objects. If they’re FOSS-oriented, they may also have a strong streak of anti-corporate sentiment. While they won’t turn down money, for them job satisfaction is more likely to lie in greater challenges or responsibilities, and, especially for those involved in FOSS, credit for their efforts.

Impromptu bowling in the hall may motivate your sales force and marketers, but, chances are that programmers will only feel like they’re being spirited away into a nightmare of frivolity. A weekly pizza night or an evening at a night club to celebrate the successful completion of a project might be satisfying to a human resources team, but your programmers will either resist being dragged away from their projects or, if they’ve just come off a coding spree, resent losing time they could spend with their families. Instead of being events to anticipate, such efforts are more apt to be seen as annoying obligations.

Instead of trying to make such by-the-book motivators work for programmers, think about you can implement the intrinsic awards that actually mean something to them. Reward those who meet their deadlines with greater autonomy in a project, or by giving them the chance to become project leaders or to telecommute so long as they meet their responsibilities. Let FOSS participants have time to work on free projects once they’ve met their deadlines; even if the projects have no immediate use to the company, they may become useful later, and, meanwhile, your sponsorship gives the company a good reputation among potential future employees.

Credit is the most important motivators, especially for FOSS participants, but don’t forget the cultural differences. Most developers are only going to be embarrassed by being singled out for praise or an employee-of-the-month award at a meeting. Instead, let people know that you’ve noticed their efforts and given them credit elsewhere in the company.

Learn when to keep hands-off

Shortly after I became a product manager, I discovered a major bug in a commercial product that was just at the plant and ready to be assembled. Put in charge of disaster recovery, I asked the team to assemble every hour so I could report to the company officers on the state of their efforts. After the disaster had passed, I found that I had left resentment in my wake. Not only did the programmers dislike meetings, but, by keeping such a close eye on events, I was questioning their competence and taking responsibility away from them. The emergency was real, but I was hampering their efforts to resolve it, not helping.

This kind of situation can’t always be avoided, but experienced managers will give all members of a programming teams as much autonomy as they have proven themselves capable of using responsibly. Partly, that means mediating between programmers and the demands of executives, but it also means only making an appearance among the cubicles when absolutely necessary. Instead of calling everyone together, I would have done better to send email requests or appoint a programmer to provide status checks. Better yet, I could have asked the team for a firm deadline and not interrupted anyone until that deadline while explaining to the company officers that the solution was being worked on — which was all they wanted to know anyway.

Minimize meetings

For managers, meetings are times when work gets done. For programmers, however, attending a meeting usually means time away from their work. Sometimes, especially at the start of a project or at a crisis, a meeting is unavoidable, but managers need to accept that programmers are likely to resent meetings and become more impatient with every minute that passes in the board room. The fewer and shorter the meetings, the more easily the developers will accept them.

Beware of fads in programming languages

Every couple of years, programmers become excited by a new programming language such as Java, .NET and Mono, or Ruby. Inevitably, whenever a project begins, some of your team will argue strenuously that it needs to be done in the latest fashionable language. Sometimes, this argument may be justified, but it is more likely to represent intellectual curiosity than sound design practice.

Almost always, the argument is a recipe for chaos. At one company where I worked, so many different languages were represented in its product suite that individual modules only communicated with difficulty. Several attempts to rewrite the suite in a single language only added to the complexity because they were never completed, and legacy support remained an issue. This trap is easier to avoid if you have a programming background yourself, but any manager should be wary of adding another language to the stack.

Learn when corporate values have to take precedence over geek values

Not being interested in business, many developers tend to ignore necessities like deadlines. Many become skilled at dodging them. The problem isn’t that most developers can’t be trusted to work responsibly by themselves, so much as the fact that they can be almost guaranteed to tinker as much as the schedule allows. In such cases, for all that successful management of geeks means understanding their culture, it also means recognizing when moving to achieve corporate goals are more important. At times, understanding needs to take second place to necessity, even at the cost of resentment. Skilled managers minimize conflicts with their staff, but they also recognize that some conflicts are unavoidable.

Conclusion

Managing programmers — especially FOSS ones — is an extreme version of the balancing act that any manager must do. On the one hand, managers need to understand the culture of their departments and how to work within them. On the other hand, they also need to act as intermediaries between that culture and the rest of the company. Combining these goals means adjusting your concept of management to the department. Sometimes, it means interpreting programmers to non-programmers,or shielding programmers from the misunderstanding of executives in order to achieve corporate goals. At other times, it means awakening programmers to the larger goals of the company. It’s a precarious balance, but knowing what to expect as you go into the position can leave you with more time to handle the challenges that arise without being distracted by cleaning up your mistakes or a lack of cooperation from your team.

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