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       #Post#: 19320--------------------------------------------------
       Quick Perspective
       By: Hanna Date: November 19, 2018, 8:40 am
       ---------------------------------------------------------
       Hi all, I would post this on Ask a Manager but wanted quicker
       feedback.
       I manage a team of people.  There is a role that is more Senior
       to the role of the members of my team which does not report to
       me or my boss.  My goal for my team (if they wish) is to have
       them advance into that Sr. role.  It is a great career
       progression for them.
       My boss went away on a work trip with someone in this Sr. Role.
       Together they decided to contact a member of my team,
       Evangeline, to ask if she would be interested in taking on some
       of this Sr. level work.  She checked and found out they had not
       mentioned this to me, but wanted to gauge her interest first.
       She called me because though it's really exciting, she was
       uncomfortable discussing it without me being informed.
       I am first and foremost excited for her. It's fantastic, in
       fact!
       But also trying to figure out what to say to my Director, if
       anything at all.  This happened to him once also and he was
       madder than a wet hen!  He's a good guy and generally I really
       like working for him.
       #Post#: 19324--------------------------------------------------
       Re: Quick Perspective
       By: Jem Date: November 19, 2018, 9:05 am
       ---------------------------------------------------------
       I don't think we know enough about the structure of your
       company. That said, I don't know that the director did anything
       wrong. Unless you are supposed to be involved in hiring for the
       Senior position, there really is no reason to discuss it with
       you. When and if you lose an analyst for whatever reason (moving
       away, going to another company....being promoted to the senior
       position), that is when you would need to be consulted. It's not
       like you could prevent one of "your" analysts from taking
       another job.
       I understand that apparently people felt awkward with you not
       being consulted or in the loop, but I don't really see why you
       would be based on what you have told us. Personally, I would let
       this go.
       #Post#: 19328--------------------------------------------------
       Re: Quick Perspective - already an update.
       By: Hanna Date: November 19, 2018, 9:50 am
       ---------------------------------------------------------
       Already have an update:  My Director stopped by and let me know
       that this Sr. person reached out to my team member without his
       consent, and that he was bothered by it also. Sr. guy does not
       report to him, either so it is technically against policy for
       this guy to have done what he did by approaching her without an
       OK from one of us.
       This happened Friday while my boss was traveling. But we both
       agree it's a neat opportunity for her and we do want to make it
       happen.  So we will sit down next week to discuss the details
       and plan how it will work with her current duties.  She will
       remain under my management and we will figure out how to fit in
       some extra duties.   He really is a great boss.
       #Post#: 19329--------------------------------------------------
       Re: Quick Perspective - already an update.
       By: Jem Date: November 19, 2018, 9:58 am
       ---------------------------------------------------------
       [quote author=Hanna link=topic=819.msg19328#msg19328
       date=1542642643]
       Already have an update:  My Director stopped by and let me know
       that this Sr. person reached out to my team member without his
       consent, and that he was bothered by it also. This guy does not
       report to him, either so it is technically against policy for
       this guy to have done what he did by approaching her without an
       OK from one of us.
       This happened Friday while my boss was traveling. But we both
       agree it's a neat opportunity for her and we do want to make it
       happen.  So we will sit down next week to discuss the details
       and plan how it will work with her current duties.  She will
       remain under my management and we will figure out how to fit in
       some extra duties.   He really is a great boss.
       [/quote]
       I am not following the green bolded. What is the policy?
       #Post#: 19330--------------------------------------------------
       Re: Quick Perspective
       By: mime Date: November 19, 2018, 10:03 am
       ---------------------------------------------------------
       I guess I'm really of the opposite opinion of OP on this...
       I actually think it is best to *not* involve a person's direct
       manager when presenting a potential career step. They need time
       to consider it without concerning their supervisor, who may or
       may not have their best interests in mind. They can choose to
       bring their boss into the loop if they want, and it sounds like
       that's what happened here.
       It makes sense to me that the individual was approached with an
       opportunity rather than her boss, just as a standard of
       practice. I also think that approaching you before approaching
       Evangeline would have been disrespectful to Evangeline. I
       believe this, having been in all 3 roles in this situation.
       ETA: after reading the update, I have to add that standards of
       practice can vary from place to place. We may just work in two
       different business cultures!
       #Post#: 19332--------------------------------------------------
       Re: Quick Perspective - already an update.
       By: Hanna Date: November 19, 2018, 10:21 am
       ---------------------------------------------------------
       [quote author=Jem link=topic=819.msg19329#msg19329
       date=1542643134]
       [quote author=Hanna link=topic=819.msg19328#msg19328
       date=1542642643]
       Already have an update:  My Director stopped by and let me know
       that this Sr. person reached out to my team member without his
       consent, and that he was bothered by it also. This guy does not
       report to him, either so it is technically against policy for
       this guy to have done what he did by approaching her without an
       OK from one of us.
       This happened Friday while my boss was traveling. But we both
       agree it's a neat opportunity for her and we do want to make it
       happen.  So we will sit down next week to discuss the details
       and plan how it will work with her current duties.  She will
       remain under my management and we will figure out how to fit in
       some extra duties.   He really is a great boss.
       [/quote]
       I am not following the green bolded. What is the policy?
       [/quote]
       We are not allowed to recruit internally without discussing with
       the other managers involved first.  If there is a role open
       anyone can apply, but we cannot recruit.  However, this Sr. guy
       doesn't manage anyone and has no reason to know this. If my own
       boss decided to move people around under his chain of command,
       he certainly has a right to do so.  But if he started doing that
       without my involvement it would really erode the trust we have
       built.  It would make it difficult to meet my responsibilities
       with a reduced staff and while I am willing to do that if I know
       the thought process behind the changes, if I had to do so with
       no discussion at all it would be frustrating.
       I have more info now and it is actually just specific set of
       duties that Sr. guy wants to pass to Evangeline.  We definitely
       do not have the right to ask people that report to other people
       to take on extra responsibilities without going through their
       manager.  And particularly when it is exciting work, asking
       without first checking with the manager for approval is a bit
       like offering a child a puppy without the parents' approval.  He
       cannot know if it is possible for her to fulfill her own
       obligations while fitting this in, or what the repercussions
       would be to my team.
       Just found out that Sr. guy apologized to her this morning for
       not speaking to me first. He said he realized it wasn't the
       right way to go about this.
       Anyway, it will all work out, and it will be really good for
       Evangeline, and ultimately for the company.
       #Post#: 19442--------------------------------------------------
       Re: Quick Perspective
       By: Hanna Date: November 20, 2018, 2:32 pm
       ---------------------------------------------------------
       I just completely changed my opinion on this!
       Turns out Sr. Guy is talking about retiring, and wanted to see
       if Evangeline is interested in learning his role. In this case,
       it makes total sense that he would speak to her first, to gauge
       her interest first.
       I really hope this works out! She’s a great fit for the job and
       I’d love to see her advance like this.
       #Post#: 20620--------------------------------------------------
       Re: Quick Perspective
       By: Hanna Date: December 3, 2018, 1:16 pm
       ---------------------------------------------------------
       [quote author=Lexophile link=topic=819.msg20618#msg20618
       date=1543863834]
       So glad this worked out, and that you are lending your support
       to this person in such a positive way.
       If it were to happen again with someone different, I'd email
       that person, copying your boss, and just acknowledge what an
       exciting and positive opportunity it is for your direct report.
       It's a way to declare your professional "authority" (for lack of
       a better word) in the matter without using language that comes
       across as territorial or negative.
       [/quote]
       That's a great idea!  We ended up sitting down together and
       discussing (boss, me, other guy), and my boss asked me to put
       the parameters around it.  This work will really come under my
       responsibility once my team member is trained, meaning if she
       left, I would have to figure out how our team could continue to
       manage the work.  I made it clear that I want clear training,
       documentation and then cross training for at least one other
       person on the team.  Also a heads up any time it might take more
       than a few hours out of her time within a week.  Everyone agreed
       this was a good path.  They are actually training together right
       now.  She's really excited!
       Also, my boss is just great!
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