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April 1, 2009
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The Robert E. Nolan Company is an operations and technology consulting firm specializing in the banking industry. Since 1973, we have helped banks innovatively redesign processes and apply technology to improve service, quality, productivity, and costs. Our consultants are senior industry experts, each with over 15 years of specialized experience. This depth, coupled with our collaborative approach, enables us to expedite and magnify improvement initiatives for our clients.

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De-Blurring the Lines
By Hayden Jones
Managing Consultant

hayden_jones@renolan.com

Where does technical focus end and management begin? In many organizations, the line between the two is blurred.

Technical people rise up through the ranks of an organization and, at some point, can go no higher. They are usually called a senior-something or a lead-something. At this point, they may lose site of managing the work on their desk or in a portfolio and begin to assume that, since they are at the top of the technical job pool, they are to manage other associates. They might not hire and fire the associates or give them appraisals or raises, but they do begin passing work along for others to do. They assume that being "senior" or "lead' gives them management authority—it should not. The manager is supposed to provide leadership, assign work, and provide performance feedback to associates; this is not the job of a senior or lead technician.

The manager is responsible for managing the work and the people. Technicians are responsible for managing the work once it has been assigned to them, and technicians are responsible for the impact their decisions have on the work they complete. Having the senior or lead assign work to others in the work unit might be a short-term solution for the manager, but it should not become a long-term practice.

As associates move up in an organization, their focus will change from a purely technical one to a blend of technical and management to, finally, all management. However, there is no blending at the technical levels. It begins at the supervisory role.

The senior or lead position in a unit must have a technical focus, and the job responsibilities should be 100 percent technical, until that time when they are promoted to supervisor or manager.

When the "Supertech" (a term I like to use for a technician who functions as a quasi-supervisor) begins assuming management responsibilities, it can lead to morale problems in the unit. Others in the unit might see the technician assigning work to them as a way for the technician to reduce his or her own workload, cherry-pick the easy projects, or make life difficult for some associates.

So you ask, "If the senior or lead technician is not going to assign work to others, what are they supposed to do?" I believe they should:
  1. Perform the work as outlined in their job description;
  2. Mentor other technical associates in their unit;
  3. Train newer associates on methods and practices;
  4. Offer their vast expertise to others; and
  5. Manage their desk, their assigned work, and their portfolio—not the other associates in the unit.