Professional Documents
Culture Documents
Patrick Caldwell
People Ops: Lessons in Culture and Leadership From Building Startups
Patrick Caldwell
London, UK
Preface������������������������������������������������������������������������������������������������ix
Chapter 2: Leadership������������������������������������������������������������������������17
Red Flag 1: Lack of Leadership���������������������������������������������������������������������������18
Red Flag 2: The Wrong Leaders��������������������������������������������������������������������������21
Red Flag 3: Accidental Leaders���������������������������������������������������������������������������22
Not Everyone Wants to, or Should, Be a Leader��������������������������������������������������23
The Psychological Safety of Leaders������������������������������������������������������������������24
If Difficult Conversations Don’t Affect You, You Shouldn’t Be Having Them��������26
Sometimes to Show You Care, You Need to Show Your Teeth�����������������������������28
Summary������������������������������������������������������������������������������������������������������������29
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Chapter 3: Culture�������������������������������������������������������������������������������31
Culture Is Not Free Beer, Fruit, and a PlayStation�����������������������������������������������31
Culture Contribution or Culture Fit����������������������������������������������������������������������32
What Does Autonomy Look Like for You?������������������������������������������������������������35
Process: The Enemy or the Hero?�����������������������������������������������������������������������37
Cut Only When Is Absolutely Necessary to Survive���������������������������������������������39
Find a Common Language����������������������������������������������������������������������������������43
Getting Past the Values Fluff�������������������������������������������������������������������������������45
Summary������������������������������������������������������������������������������������������������������������47
Chapter 4: Inclusion���������������������������������������������������������������������������49
Inclusion > Diversity�������������������������������������������������������������������������������������������50
Pitch at 80%��������������������������������������������������������������������������������������������������������53
Be Judged by Your Actions, Not Your Intentions��������������������������������������������������54
Get Under the Skin of Your Gender Pay Gap��������������������������������������������������������55
The Myth of Removing Bias��������������������������������������������������������������������������������60
Summary������������������������������������������������������������������������������������������������������������61
Chapter 5: Recruitment����������������������������������������������������������������������63
Respond to Every Single Job Applicant As Though Your Brand Depends on It����64
Start with Your Best Offer and Don’t Budge��������������������������������������������������������66
Your Candidate Experience Is As Important As Your Customer Experience���������69
Turn the Tables����������������������������������������������������������������������������������������������������71
Don’t Join This Company If…�����������������������������������������������������������������������������71
The Candidate Was Great! I’d Like to Meet a Few More Though�������������������������72
Summary������������������������������������������������������������������������������������������������������������74
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Chapter 6: Reward������������������������������������������������������������������������������77
Design for the 99%���������������������������������������������������������������������������������������������77
Pay Transparency������������������������������������������������������������������������������������������������82
The “Pay Me More or I’ll Leave” Ultimatum��������������������������������������������������������88
The Law Is the Floor��������������������������������������������������������������������������������������������91
All Benefits Are for Day 1������������������������������������������������������������������������������������92
You Probably Won’t Retire Early Because of Equity��������������������������������������������93
Minimum Leave, Not Unlimited Leave�����������������������������������������������������������������99
Summary����������������������������������������������������������������������������������������������������������100
Chapter 7: Learning��������������������������������������������������������������������������103
Water Your Plants����������������������������������������������������������������������������������������������103
Learning Is About Experiences, Not Just Knowledge����������������������������������������107
The “Best” Career Advice I Ever Received��������������������������������������������������������109
Approach with Planning: Peer Feedback����������������������������������������������������������113
The Perfect Resignation: When the Time Is Simply Right���������������������������������115
Summary����������������������������������������������������������������������������������������������������������116
Chapter 8: Performance��������������������������������������������������������������������117
The Trinity: What, How, Where?�������������������������������������������������������������������������117
I Messed Up OKRs, Twice!���������������������������������������������������������������������������������120
People Outgrow Startups; Startups Outgrow People����������������������������������������122
If I Hear “Hire Slow, Fire Fast” One More Time…���������������������������������������������125
The Death of Performance Reviews?����������������������������������������������������������������127
Summary����������������������������������������������������������������������������������������������������������132
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Index�������������������������������������������������������������������������������������������������179
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About the Author
Patrick Caldwell is a multi-startup People
& Operational leader with experience in
leadership teams and boards across Australia,
the United States, and Europe. Pat is currently
building out the first people and culture
strategy as the Chief People Officer at Send,
an InsurTech software company in the UK,
and also serves as a Non-Executive Director
on the board of ImpactEd, an EdTech scale-up
helping purpose-driven schools, educational
institutions, and partners with high-quality evidence and evaluation to
improve outcomes for young people. Hailing from the coal mining industry
in Australia, Patrick was formerly the COO at FundApps, an award-winning
B Corporation, and the VP People & Operations at Metomic, an innovative
cybersecurity technology startup.
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Preface
“Patrick should consider if HR is right for him. He seems frustrated most
of the time.”
My first reaction was “pfft, whatever” to this gem from a 360
assessment. I wouldn’t have been so frustrated if I felt like we were actually
having a positive impact on people. But I wasn’t. I was churning through
spreadsheets, lists of policies, and the odd disciplinary that made up my
days in what was jokingly (not really) known by a supervisor as the Human
Remains department. Honorable mention to his second favorite name, the
Hardly Relevant department.
This isn’t an exception. This is still what the vast majority of people
experience and come to expect from their HR department. The people
you speak to when something is wrong, or better put, the people you hope
to not need to speak to. Despite years of incremental change, we haven’t
yet shaken the compliance-driven, “on the employer’s side,” back-office
shadow that we’ve cast into businesses. And maybe we never will, at least
completely.
But this isn’t a book to bash HR, as therapeutic as part of me might find
that. It’s a book about what HR is becoming and the transformation of how
we think about people and culture. We’re part of a generation of teams,
leaders, and businesses demanding an entirely new breed of capability
around people and culture. We’re becoming People teams, relentlessly
focused on how we engage, develop, empower, and recognize people
and how our obsession with culture and the people experience can drive
businesses to success.
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—Pat
P.S. It turns out HR was not right for me. But I think People Ops might
just be.
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CHAPTER 1
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Chapter 1 Building from Scratch
the “grow with us” list. And so here seems the logical place to start sharing
some of my musings with the hope you might make at least one less
mistake than I have.
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Not everyone will be a fan of this. Frankly, it’s usually the people who
benefited from what the system used to be. But achieving 100% support
is not the point here. You’re optimizing for something that creates fair,
equitable, and consistent compensation outcomes and sometimes that
means some tough reality checks for people. The key here is that having
your decision-making grounded in something objective, with a small
amount of flexibility to cater for the realities of such an emotional and
complex topic.
Simple Is Sexy
There is a certain urgency that people challenges tend to instill in a startup.
Unfortunately, urgency has a knack for distorting decision-making toward
the short term and that often comes back to bite you in the ass.
Let’s consider recruitment. You need to grow fast! You feel the pressure
from hiring managers. You find an amazing candidate who at the offer
stage wants to negotiate some bespoke terms in their contract like a
guaranteed bonus or a higher notice period. Maybe a different health
insurance package or some nuance in their commission plan. Agreeing to
these sorts of changes is often made out to be insignificant. A small price to
pay to land a candidate and fill that role you’ve been trying to for ages.
Let’s now add double- or triple-digit growth on top of that. Your team
of 80 is now 240 and you have the complexity of individual terms and
conditions to be administered on a much larger scale. It means the teams
and infrastructure needed to administer that complexity grow with it. And
don’t forget that people talk. So Joe will find out eventually that he has a
less attractive commission structure than Sally, and Sally will learn that
Kate has a benefit that you asked for but were told you couldn’t have.
You get the point. Simple is sexy. And grossly underrated.
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Self-Service FTW
There’s a small window in the early days of startups where you can get
away with highly unscalable solutions. In fact, there’s a lot to be said for
why you should embrace unscalable solutions for as long as possible
especially if there’s a highly personal and human component to it.
When you have 10 or 20 employees in your startup, you might not be
too concerned with managing leave in a spreadsheet, recruitment through
emails, and processing the odd expense claims when someone in the team
sends you a photo of their stand-up desk receipt. I’m not sure exactly where
the threshold is, but there’s a point in growing the team when the burden of
this administrative work becomes too much of a distraction on people in the
company who are likely managing people stuff in addition to their core roles.
The most common answer to this is “let’s hire someone to do the
work” which, despite the excitement that growing a team involves, is often
just managing a symptom of a growing team rather than the problem
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itself. The question is not “who manages this work” or “how do we cope
with increased administrative work” but rather “how do we reduce the
administrative overhead our growing company is producing.” Hiring is
still a possible solution, but it’s the last possible solution as the goal is
ultimately to keep the smallest team for as long as possible.
For a lot of the administrative work a growing startup encounters –
expenses, leave, payroll, access to systems, etc. – I’ve found a lot of
success in using tools to drive self-service. Allowing team members to
manage their own administrative workload in a clear and accessible way,
supplemented with tools that automate as much of the process as possible.
There are cheap, even free, HR tools on the market to administer leave and
benefits including payroll inputs.
Similarly, automation workflows can help support onboarding and
offboarding procedures and distribute actions automatically across the
team after a trigger is passed. Central knowledge management tools
provide a single source of documentation and process so that the team
can self-serve the “know-how” of the company which saves a lot of back
and forth communication and even the need to run training sessions
sometimes too. The outputs of this work will still exist but only a fraction
of the work that originally existed, so this can either still sit as part of
someone’s role or can be outsourced to an accountancy, payroll, or virtual
assistance company for a few hours per week.
There will still come a time where the People, Finance, and Operations
areas will need dedicated in-house capability, or at least fractional where
more strategic work is needed, but putting in place efficient tooling that
automates administrative work and encourages self-service will delay that
need which is important. It will also mean that when the time comes to
hire into these teams, there is space for a more strategic hire that can focus
on the highest value initiatives to the success of the business rather than
just consolidating the administrative burden into them.
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the street wearing brightly colored and sparkled helmets which would
encourage magpies to swoop and attack us. Seems pretty stupid in
hindsight.
Many years ago in the early days of my HR career I had a colleague
who described me as a magpie. I suspect it was meant as a subtle insult
but it’s something that has stuck with me for a while, both in terms of the
underlying message but also reflective of my behavior at the time. I was
an absolute sucker for opening up a magazine or LinkedIn, reading about
something I thought was really cool, and coming to work the next day
and wanting to implement it. A sales team with no commission structure?
LET’S DO IT! An entire company without reporting lines and job titles?
LOVE IT! An entire company where you get to set your manager’s, and the
CEO’s, pay? WHERE DO I SIGN UP?!
It might come as no surprise that once I joined my first startup, my
magpie personality started to reemerge. Faced with an environment that
was all about moving at pace, iterating, experimenting, and innovating, my
ears would prick up at any talk of the next revolutionary working practice
or something I heard at a conference or read online. This time around,
however, I was a bit more aware of what was happening and needed to find
a way to harness the magpie spirit without forgetting there’s a context and
thoughtfulness needed to make something work in that specific startup.
I started to build mental lists of what was happening within the
industry and the major shifts facing employers – from the rise of flat
operating structures to increased benefit flexibility, to really innovative
learning and performance solutions. I was consciously avoiding copying
and pasting the new, shiny ideas I was seeing elsewhere and starting to
think about what I could learn from those ideas and in what context there
would be value to rethinking our current approach.
I remember in the early days of a startup we were discussing learning
cultures and how to really ignite the curiosity and passion for learning
within the team. We had budgeted for training but the budget was rarely
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used. There were also some conferences and workshops we paid for
but only for a very small number of the team who had put their hand up
and really pushed for it. This was also around the same time as we saw
the emergence of payments platforms that let you distribute budgets for
flexible benefits. Bingo! We put in place a learning budget that allowed
people to use virtual payment cards to self-service their own learning
resources. We removed the perceived barrier around needing to ask for
permission by removing all approvals and trusting that people will do the
right thing (98% of people did), and we integrated with a learning Slack
channel to automatically share what everybody was investing their budget
in. This was also a team accountability step – if you bought an iPhone with
your learning budget it would be posted on Slack for everyone to see.
What transpired after this was pretty special. People started making
recommendations to each other on useful learning resources. Small
teams started forming to participate in group workshops and conferences
together. We set up a company library of resources and playlists to help
folks interested in learning new skills. And it operated itself, with almost no
involvement from the People team.
Beware the magpies. There are a lot of us, and left unchecked, we are
directing energy into things that are not driving genuine value in a startup,
or any company for that matter. Help us build context for initiatives and
steer us back on course if the excitability is not grounded in what’s actually
important in the company.
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manage to identify where to focus our time, and communicate why that
was the case, when we didn’t yet have a broader business plan to guide the
direction of the company?
While it took a few detours through teams like that one, I’ve come to
learn that the people strategy is an enabler of the business strategy rather
than a stand-alone strategy itself. There isn’t a single pillar of a startup’s
strategy, or a single team within a startup, that doesn’t have a significant
component of their success directly related to people. Be it ramping up
customer success teams to deliver an exceptional, global experience for
customers. Or maturing a reward framework to drive a more predictable
cost curve. Or planning the growth forecast for investors to ensure there is
adequate, ramped sales capacity to deliver revenue goals.
I no longer invest huge portions of my time, even as a Chief People
Officer, designing a long-term people strategy. Instead, time is invested
in getting under the skin of all parts of the company, understanding
the challenges and performance drivers, and considering how people
solutions will drive the success in that area. And then we make it happen.
This reversal of approach does not dilute the people-first approach in
any sense, but rather offers significantly more buy-in around the work
that needs to happen when it directly impacts the performance of the
company.
Summary
• Ground your decision-making in data and make it
transparent. The goal is not to please people. Good
decisions sometimes piss people off.
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CHAPTER 2
Leadership
In the last chapter, we covered the myth that is the blank canvas we’re
building from and the paint that already exists on that canvas. Arguably the
biggest source of paint and the state of the business you’ve joined will be in
the leaders that are already in place. So in this chapter, I want to get under
the skin of startup leadership which, unsurprisingly, appears frequently in
my mental notes.
I have several shelves of leadership books in my home. Most of them
have imparted nuggets of wisdom or know-how into my brain, yet despite
having read so many leadership books, I still can’t say with any confidence
they actually prepared me at all for the realities of leadership positions.
The recognition that leadership is not a position is well understood, but for
the purpose of this chapter when I use the word leaders, I am referring to
those who are leading a team.
An investment in leadership is hard work, but well worth the return. It
might take a combination of developing existing leaders, promoting from
within and hiring externally. In many small companies, even before people
leaders are in place, they are seen as a hierarchy and structure, regardless
of the person and their style. Being clear on the “why” helps as does
casting a vision forward to how the company will grow over time. Most
importantly, it’s a recognition that leaders cast a shadow that runs deep
into a company, especially a startup, so it’s vital that shadow is having the
best possible impact on the team.
There are several parts to this chapter that cut across the People
remit. So for that reason, I’ve kept the focus on some of the key leadership
challenges that exist in a startup, kicking off with my three red flags. These
red flags are three things that are constantly sitting on my radar from the
moment I start with a company. When you get these right, the value is
immeasurable. When you screw it up, like I have a few times, the damage
takes a long time to recover from.
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I’ve been working with, or part of, leadership teams for the last decade.
I’ve worked alongside leaders who have had moments where they feel they
have conquered a mountain, and moments where they feel completely
inadequate. I, too, have felt that way. What is missing from the leadership
rhetoric, particularly in growing startups, is the expectation placed upon
us to be and act a certain way. To have time for everybody but still have
time for ourselves. To be thinking strategically and making long-term
decisions, but still be close to the day-to-day work. To be poised, calm, and
positive in the face of adversity, but not so much as to be inauthentic. To
express vulnerability, but not so much to be seen as weak or incapable.
The weight of this expectation can be crippling and I’m convinced that
if more people knew how it actually felt being in a leadership position, it
might not appear so regularly in career development discussions. This
might sound pessimistic, but the rose-tinted facade placed over moving
into leadership positions and how great it is to make decisions and earn
more money results in nothing more than a leadership honeymoon before
the reality of expectation sets in. Some leaders in startups navigate this
really well and find balance between the expectation and fulfillment. Other
leaders do not, and end up feeling pretty miserable or in some cases doing
a lot of damage to the startup cultures they’re operating in.
It took me a few years to really feel comfortable, or at least less
uncomfortable, in leadership positions. I had to navigate feelings of
inadequacy and also show resilience for when things went wrong, which
was often. What helped me was deeper than just a great manager and a
network of people in similar roles. I leaned heavily, and still do, on a small
and trusted set of people who I feel 100% comfortable being myself and
having a no-bullshit conversation around what was happening.
For you, it might be a mentor, therapist, former colleague, or significant
other. I found the safety and candor that existed in these relationships
allowed me to understand more about the gap between the leader I was
(and am) and the leader I want to be. It’s also helped me realize that I like
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balance in the role between operational building and leading teams which is
why I try and make sure I’m the first People boots on the ground in a startup
where I find that balance over the next few years of growth is spot on.
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It was the first time in my career I’d become quite emotional and, for
me at the time, it was a signal that I was no longer the right person for this
sort of work. I wasn’t resigning, but I wanted out of the restructuring and
all of the difficult conversations that came with that. I was a blubbering
mess in a meeting room with the project lead, making my case for why
they needed someone more experienced and more resilient than me to
take over. I was clearly not fit for the job.
“If you want out, I’ll make it happen. But your empathy is a
strength, not a weakness. If difficult conversations don’t affect
you, you shouldn’t be having them.”
I don’t think they intended those words to have such a profound effect
on me. It’s been years since that conversation, but it’s something that I find
myself reflecting on and revisiting often, especially in startups where the
environment is more volatile and difficult conversations more prevalent.
We’re now accustomed in startups to hearing stories of being laid off
by a group video call, an email to a personal account, or even when an
access card doesn’t work at an office. Behind the scenes, the argument
leaders will be making is the need to execute these changes with pace
and efficiency. To make the decision, move onward and keep building
toward the startup vision. Here’s the thing. Outside of a small group of
stakeholders, this replacing of difficult conversations with impersonal
behaviors is not seen as efficiency, but rather cowardice. We have to
unlearn that it’s acceptable to avoid difficult conversations and remove
humanity from difficult decisions.
We owe it to our team and those around us to experience those difficult
conversations fully. If they make you feel like crap, good. That’s what it
means to be human and make difficult decisions relating to people. If
you’ve just let someone go or given some really tough feedback, you’re
likely only feeling a fraction of the difficult emotions that the other person
is feeling. And if you don’t feel anything when making those decisions,
maybe you’re not the right person to be making them after all.
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Summary
• Identify areas of the company where there is a lack
of leadership capability and accountability, where
the wrong leadership behaviors are playing out, or
where accidental leaders need safety to move out of
their roles.
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CHAPTER 3
Culture
The link between leadership and culture is undeniable, so it is only
logical that after exploring leadership red flags, safety, and capability in
the previous chapter, this next chapter will explore the flow-on effects to
the shadow that leaders cast. This chapter is all about culture and, as you
will see by the first lesson, it starts with having a shared understanding of
what that means. Once we have that, I’ll share with you some of my most
impactful mental notes from startups around autonomy, process, values,
layoffs, and of course, the great culture fit vs. culture contribution debate.
Culture is deep and it pays to get under the skin of a company and really
understand how it works. At its simplest level, culture is just a way to describe
how stuff happens at a company. How do people communicate? How are
decisions made? What happens when shit hits the fan? Does everyone rally
together or do people start pointing fingers or working in silos?
It may be very possible that several cultures exist within your company.
It might be driven by teams. Or the location of your people. Or even the
tenure of your people (think “old guard”). Culture is inherently fluid
both in how people can influence it and how people perceive it. A small
company with little to no hierarchy and decentralized decision-making
may be described as being both fast-paced and autonomous by one
person and chaotic and stressful by another. Both are valid perceptions of
culture that we need to own and work on rather than wasting time trying to
convince anyone that table tennis is culture.
Culture matters to people. It’s why many join a company, and it’s
usually what drives people away. So much so that many job candidates are
also suspicious if things seem too good to be true. Because they probably
are. If people don’t feel empowered by leaders, have tension and barriers
between teams, and don’t feel a sense of accomplishment in their work,
the free beer and fruit basket isn’t going to keep them around very long.
The best thing we can do is be authentic and transparent around the
actual culture of our companies. Highlight the great stuff that our people
tell us is meaningful. And then highlight the culture challenges and how
we’re approaching them. No workplace is perfect and, in my experience,
people value honesty, transparency, and commitment over vain attempts
to define culture by what’s in the fridge.
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It’s a common conversation that most startup recruiters will relate to.
The candidate who comes out of a large, corporate organization and wants
to experience the roller coaster that is a startup environment. During the
recruitment process, there’s a word that always pricks my ears up and
something that has become synonymous with startups. Autonomy.
Autonomy in the workplace has fascinated me for years. We read books
about why it’s a must-have in order to achieve engagement from your
team. And it’s something that so many people seemingly are striving for in
the workplace too. But something has always made me feel a tad uneasy
about autonomy, which is that for each person what autonomy means
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can vary quite significantly, and that it’s not automatic that people thrive
with autonomy. So I’m always curious when a candidate in a recruitment
process talks about autonomy, what do they actually mean. What does
autonomy look like for you?
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approve payment terms. And if this process happens for every new
vendor, on spend over a low threshold, and with a bunch of internal
documents and procedures to match over email, you’re requiring your
engineer to spend days of time preparing and trying to get everyone to
approve it before they’ve even started implementing a new alert system.
If that engineer has been around the company for a little while too, they’ll
remember vividly how easy it used to be, “in the good old days” when they
and their manager could pump out all of that work for a $5k contract in an
hour or two and make it live by end of the week.
While process is important at times, overusing it in growth-
stage companies starts to chip away at the pace and agility that likely
differentiate you from bigger players in the market. Things will slow
down and become more structured at some point, so best not to force it
prematurely.
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no one is really sure what value comes from it, and yet in order to “position
the business toward sustainable growth,” there needs to be a reduction
in workforce – which, while we’re taking aim at this, disproportionately
affects people and talent, marketing, operations, and customer success
teams where apparently they are only valued when growing. OK, that felt
good to get off my chest!
There are times when reducing the size of the team is absolutely
necessary, and I get that. But it should never be the first lever you pull. The
cultural damage it causes along with the slow rebuilding needed if things
pick up are both huge deterrents to leaders and People teams. It should be
the last lever you pull, and done in a way that preserves the values of the
company and nurtures both those who are leaving and those who remain.
Reducing the size of the team is an expensive exercise, both in terms of the
financial cost to do it properly and the emotional and well-being cost that
will drag for months or years after it happens.
If you’re faced with a challenging commercial environment and under
pressure to reduce costs, here are a few things I’ve learned from having
been through this far too many times.
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• All pay increases that year were frozen, except for those
below an income threshold.
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Communication
Your communication plan should be thoughtful, comprehensive, and
sensitive. This means, at a minimum, that every single person in your
company or the affected teams have several touchpoints of communication,
both verbally and in writing. This should include a one-to-one conversation
for both those whose roles are impacted and those who will remain. If you
do not have the expertise in house to do this, go and get it. Please, do not
attempt a workforce reduction if you’re never done it before. I’m all for
learning on the job, but in this case, learn from someone who has done it
before and done it well. If you have investors, reach out to them first as they’ll
likely have connections and can refer you to someone who can help.
Severance
Never forget that the people who are impacted by this decision are
exactly that. People. Who might have kids, a mortgage, travel plans,
caring responsibilities, health concerns, and all sorts of other things.
The statutory redundancy payment in most countries is the minimum
payable, not what you should be aiming for unless a meaningful severance
is going to compound the financial problems. This may sound a bit
counterintuitive, but if you’re laying off 10% of your workforce, you can
definitely afford meaningful severance payments.
Benefits
In a similar vein to severance, the benefits offering and continuation of
these is a must-have. This is not the time to strip away employment from
your people, and then leave them high and dry without many benefits and
coverage that can be tricky to replace while looking for their next gig. Make
sure healthcare coverage is continued as much as you’re able to in their
country of employment. Ensure outplacement and mental health support
is on hand for at least three months after someone leaves. And if you offer
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equity, don’t put your people in a position where they have to fork out
huge amounts of money to exercise their options in a company they’re no
longer part of.
Diversity
A forgotten step most of the time. We’ve already discussed bias and how
it can impact recruitment decisions. The same thing applies here and the
same level of calibration is required. Be mindful of your legal obligations
too in this space, especially around those on extended leave or who have a
protected characteristic.
Redeployment
If you’re trying to reduce the team size in one area of the business and
continue to grow in another, redeployment needs to be front of mind.
While you may feel some or many skills are missing from those who are
impacted in one part of the business, don’t forget the knowledge and skills
that they do have. The inside know-how, relationships, understanding
of your customers and product, and the fact they are already in your
business. The cost of training and redeploying will almost always far
outweigh the cost of hiring externally.
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Values
I’ll come on to values more deeply in the next lesson. Once they’re
documented, build them into recruitment steps and performance
feedback processes. Talk about them regularly. Recognize others for how
they live and role model the values. Deal directly with behaviors that aren’t
aligned to the values. They are the strongest glue that exists in a culture
and have the power to drive common behaviors across teams and ensure
you attract people who are going to excel in your company.
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Work Styles
As teams inevitably grow, tension and conflict becomes normal. It’s
nothing to be afraid of. Great teams have conflict and work through it
constructively. But one of the most difficult things when conflict exists is
being able to understand where other people are coming from and being
able to safely describe what is taking place. Typically, we apply judgment
language to what we observe. Tim is not being direct, he’s being rude. Alice
is not being thoughtful and considered, she’s being slow. Ryan is not being
sociable and energetic, he’s annoying me because he doesn’t shut up and
let me speak.
I’m a big fan of the Insights Discovery tool and framework to help build
a common language around what we observe in others and ourselves in
the workplace. How we communicate, behave, manage, make decisions,
and perceive things. All difficult to describe because we struggle to know
what words to use. Instead of being frustrated that someone wasn’t on
board for a project we were experimenting with, we could instead become
curious as to whether they had a need for more concrete details and data
behind the decision, and start a conversation around that. There are lots
of tools out there that might help with this, but for me I keep coming back
to the simplicity of Insights to help navigate the complexity of human
behavior.
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values and hope that they give you a bit of insight into the culture: respect,
integrity, and professionalism. How helpful.
At this point in my career, I have pretty polarizing views of company
values. I have seen just how powerful they can be when they articulate
specific, unique, and embedded parts of a company culture and just how
sticky they can be for teams to encourage mindsets and behaviors. But too
often I’m left reading the company values on a website and not knowing
much about the company at all afterward. Take something like integrity.
Integrity is a minimum requirement and expectation for running a
company. While I’m sure some folks adopt practices that lack integrity, it’s
a license-to-operate trait of your company, not a value.
Great company values help define who you are as a company and what
makes you “you”. Every company should have integrity. And respect. And
professionalism. So what do you have as part of your culture that makes
you “you”?
The best way a company value has ever been described to me is
through the lens of a trade-off. The trade-offs you make highlight the
values you have. You might value transparency, but are you willing to be
transparent even when things are uncomfortable, or if the message is a
bad one? That’s the trade-off you make when you value transparency.
It’s not required of you, but you’ve chosen to behave in a certain way that
indicates what you value. I’ve also found questions like “what does a high
performer look like here?” and “how do we make decisions?” to be helpful
questions to help elicit insights on the values of a startup.
Once values are identified, the trade-offs for each will help to inform
the next level of detail which is to articulate the specific behaviors that
demonstrate that value. This is hugely important as how one person views
transparency will differ to the next. The trade-offs help everyone in the
company understand how to apply that value to how things get done in the
business. This is also the level of detail that will help inform how you hire,
manage performance, and recognize people.
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Summary
–– Culture is a fluid fabric of systems and behaviors. It’s
how stuff happens, not what’s in the fridge.
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CHAPTER 4
Inclusion
Inclusion hits home for me, so it only felt appropriate to have a chapter
dedicated to it and some of the lessons I’ve learned both within and
outside of startups. With this chapter, we’ll have covered the impact,
shaping, and shared understanding of leadership, culture, and inclusion,
before we then tackle some of the specific areas in the People lifecycle that
influence the experience we’re crafting.
I covered my sexuality for years before I felt safe enough to share
that part of my identity with those around me. That’s not just a work
story. I covered it from everyone, a common experience for the LGBTQ+
community. But I saw the work side of it too. The unease I felt when a
supervisor was scared that a gay man would hit on other men in his team
or the guilt I felt lying to my teammates when they would ask if I had a
woman in my life yet. This has nothing to do with my managers either. I
couldn’t have asked for better managers throughout most of my career. I’ve
been very fortunate on that front. This relates to embedded, cultural norms
for what was accepted, believed, and tolerated in a number of businesses I
was part of.
There was no way this book would ever be finished without dedicating
a chapter to inclusion, and there are a few reasons for that. The first
reason is my own experience. This book started as a journal of things I
was learning and things I didn’t want to forget, and my own experience
and perspective on inclusion features frequently. Another reason is
the constant reminder of just how far we have to go before every single
workplace is somewhere people feel belonging, safety, and acceptance.
And the last reason is how integral the work we do in this space is to
every other part of people and culture in a business. You can’t convince
me you’re serious about culture and leadership which we just covered in
the last two chapters, or performance and reward which we’ll cover later,
without showing me first how serious you are about inclusion.
As a small disclaimer, I’ve called this chapter inclusion and I use that
word quite frequently throughout. It’s how I’ve come to understand parts
of my own experience. I know the work we’re doing is much broader than
that, and captures accessibility, belonging, diversity, equity, and justice.
For consistency, I’ll use the acronym DEIB for diversity, equity, inclusion,
and belonging as that most accurately describes the experiences and
perspectives I share in this chapter.
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where the average company has stripped back DEIB to nothing more
than making sure there is some visible demographic diversity and a few
rainbows and cupcakes throughout the year.
The obsession with showing people something visible, and perhaps
the fear of being seen as not doing anything visible, should never
have replaced the need to actually do the work to become a company
where everyone, in whatever way you choose to define diversity, can be
successful and contribute to the company’s success. A team representing
20 different demographics can be full of conflict, disharmony, and
exclusionary behaviors. Similarly, a completely homogeneous team across
the same demographics can demonstrate a high level of inclusion and
belonging.
Let’s apply this to a small and fast-growing company. The value of
diversity comes from diversity of thought. It’s critical to a small company
looking to innovate or disrupt a market. In my experience, what we call
diversity now in terms of demographic diversity is simply a proxy for
embedding more diversity of thought and reducing the inequities that have
prevented this from being accessible in the past. But aiming for diversity
without inclusion, equity, and belonging is just setting the company up for
great talent to leave.
Each time I’ve come into a startup, I’ve learned to start with inclusion.
And there are two pockets in startups that are full of actionable insight and
opportunities to build inclusion.
Leadership
Calling out behaviors and actions that don’t promote inclusion. Observe
team meetings, communication, how decisions are made, and who is
involved. There’s no sugarcoating this and I’m starting with it for good
reason. It’s hard work and all sorts of uncomfortable, but if you’re a senior
people leader or, better yet, a founder, you’re in the best seat to do this. I’ve
found a happy ground somewhere between “not trying to make friends”
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Backyard
This is a catch-all for the people systems, policies, and processes which
are part of how your company runs. It’s how promotion decisions are
made, how recruitment takes place, career development opportunities,
pay gaps, and benefits. All of these areas are carriers for exclusion and
reinforcing stereotypes which makes a great stomping ground to make
genuine impact.
Take something like parental leave where, in most countries, it’s
designed to support the notion of a childbearing woman taking an
extended period of leave to care for a child while a man takes a long
weekend and returns to work. Now consider how your parental leave
applies to different circumstances and family structures. Adoption.
Surrogacy. Same-sex couples. Single parents. Stillborn and miscarriages.
Heck, even dads in the stereotype above who were prevented from more
time with their new bundle of joy. When you consider the breadth of
circumstances relating to parents, most company (and statutory) parental
leave structures are highly exclusionary and reinforcing of stereotypes.
Not convinced? Reach out to a half dozen parents in your network
who don’t fit the stereotype described earlier and ask them to share their
experience of parenthood and parental leave. That was how I came to the
realization that I needed to rethink everything about parental leave in the
companies I work in.
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Pitch at 80%
This isn’t exclusively for this chapter and it builds upon the “Done >
Perfect” learning in Chapter 1, but it originated in my work in this space
and I’ve come to accept it as a personal principle in pretty much every part
of my work. In fact, it even applies to the publishing proposal my publisher
received for this book and, thankfully, that seemed to go OK!
While my career in more recent years has been in the startup scene,
I used to work in a really large company and corporate environment.
Between the number of stakeholders needed to get something over the
line and the number of people impacted by the decisions, I found myself
making sure something was as perfect as I could make it before I brought
anyone into the fold. This isn’t bad behavior, just symptomatic of how I
was operating at the time and the environment I was in.
On advice of a mentor, I started to push myself to share ideas and push
for changes when they were roughly 80% done, either in terms of planning
for projects or even 80% baked in my mind for sharing my thinking. The
thinking here was twofold: nothing is perfect anyway, so pace of delivery
and having impact sooner rather than later outweigh the other 20% of
perfecting; and it was important for me to get used to the fact that things
fail often in startups and that’s OK, so assuming what I’m proposing is
reversible if things don’t work out, I should accept the higher risk of failure
and get comfortable with that.
Pitch at 80% is the result of this and something that feels more
comfortable now than what it used to. When a thought is 80% baked, I’ll
share it for others to provide their perspective on. It ensures I never get so
hell-bent on having the right solution that I’m not open to others’ ideas
and feedback. And when my work is 80% complete and the remaining 20%
is just perfecting it, I’ll get it out into the open or, better yet, make it live
and trust iteration to fix the rest.
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In the years ahead, DEIB in this startup felt different to any other
company I’ve been part of. We used data to inform our progress and areas
that still needed work. The gender pay gap reduced from some absurd
number to near 0%. Policies and people processes were continuously
iterated and then tested for feedback in terms of the impact they had.
Churn did not disproportionately impact some communities over others.
Neither did engagement scores. When we were asked to share our DEIB
Strategy or Policy as part of an RFP process or through due diligence, we
took pride in saying “We don’t have one, but here’s the impact we’ve had.”
And if you needed any more convincing about why Inclusion > Diversity
from the start of this chapter, the diversity of our team started to increase
on a whole host of different demographics. Not because we set targets and
had DEIB plans in place, but because what we had achieved and built was
now resonating with a much larger population.
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For the purpose of this mental note though, I’m going to refer only to the
gender pay gap with what I’ve learned in startups being applicable almost
identically across other demographics too.
One of the biggest misconceptions around the gender pay gap is that
you fix it by paying the lower-paid gender more. Sure, you could grab some
duct tape and make it look better, but this ignores the actual problem.
Work in this space needs to look not only at what has happened historically
and what the data says, but also what caused it to exist that way in the first
place and what changes to company processes can prevent inequity from
creating the same problem in the future. There is nothing about the gender
pay gap that is accidental. We created it.
Depending on where a startup is incorporated and operating
will depend on when legislation makes reporting on gender pay gaps
mandatory. But the best time to start, whatever stage you’re at, is right now
with the data you have available. In a nutshell, there are two types of pay
gaps and both are important to analyze as they’ll tell you different things:
equal pay gap and gender pay gap.
The equal pay gap, in its simplest form, means the same pay for the
same work. There are valid reasons why pay might differ within roles such
as through a performance process, but the heart of equal pay is really
testing the structural and systemic issues that result in a gender pay gap.
In many countries, where there are no valid reasons why pay differs, it is
considered a breach of law.
The gender pay gap is the more nuanced of the two. Compare the
average hourly earnings of men to the average hourly earnings of women.
The percentage difference between the two is your gender pay gap. Let’s
say you have a gender pay gap of 10%, meaning that the average hourly
earnings of women are 10% less than that of men. There are lots of reasons
this might be the case, but regardless of the reasons, the gender pay gap
still exists. The average woman, regardless of role, tenure, and seniority,
can expect to earn 10% less than men in your company.
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If you have a big enough data set, you can cut this across roles, tenure,
and seniority to see if you can pinpoint some insight around what might
be causing this. In startups I’ve been part of, we’ve identified a bunch of
reasons why a gender pay gap exists:
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Area 1: Recruitment
Recruitment is a deep pit of behaviors, systems, and processes that
contribute to pay gaps. We started first with reviewing all of our language
and job requirements to broaden the pool of candidates who would
read our post and be excited by what they could contribute. Narrow
salary ranges were added to all advertisements to remove asymmetry of
information. We then built a standardized approach to hiring stages and
calibration of decisions to avoid any unwanted effects of bias. I’ll come
back to this in the next lesson. Our final piece in recruitment was the
“best offer first” principle which leveled the negotiation playing field that,
historically, disproportionately benefits men.
Area 2: Progression
Up until 50-ish people in a startup, progression isn’t much of a thing
especially if you’ve grown quickly to get there. The early dozen or two
team members don’t usually have progression as one of their top draw
cards and, frankly, organizational structures that early are fluid and messy.
That’s not an excuse to not care about it. It’s just something that tends to
be down the priority list when you’re desperately trying to build and ship a
product. Plus, it’s not normally something that will break the organization
immediately if you don’t have much in place. Key word there is definitely
immediately.
In my experience, during periods of intense growth in the early stages,
progression decisions are typically made on the trust of the founder(s)
or CEO. Add that to unclear leveling and role scopes, lack of internal
recruitment processes, and a healthy dose of urgency culture, and it’s
not hard to see how progression decisions can perpetuate imbalances
in both representation and compensation. We focused on leveling and
role definition (i.e., levels of authority, responsibility, influence, and
contribution), and paired that with a formal internal recruitment processes
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with diverse panels and calibration of decisions. In under two years, the
percentage of women promoted increased from roughly 25% to just under
50%, and the percentage of other underrepresented populations also
increased but to a lesser extent. We focused on the process that caused the
imbalance and allowed it time to demonstrate impact.
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to have processes and systems in place that can do this at scale across how
the company operates. To calibrate decisions and broaden the input. To
enrich conversations with different perspectives. To call out behaviors or
gut feelings that people don’t want to elaborate on. And to help others
become curious about their own biases and build the awareness to identify
how they might play out.
This chapter felt personal to write and share, because it is. It’s personal
to everyone regardless of their background and something we simply
can’t afford to not get right if we’re serious about what we’re building. In
the next chapter, we start our exploration of specific parts of the People
lifecycle and experience, kicking off with Recruitment.
Summary
1. Representation matters, but it can’t be the sole
aim of your DEIB work. Start with inclusion and
focus on the pockets of the business at high risk
for non-inclusive outcomes (e.g., leadership
behaviors, communication and meetings, policies,
and processes that impact people directly, such as
recruitment, leave, and promotions). Getting this
right adds credibility to the other work you will
need to do.
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CHAPTER 5
Recruitment
Now that we’ve looked under the hood at leadership, culture, and
inclusion that sit throughout every part of the People space, it’s time we
tackle the very start of how our people experience startups: recruitment.
This chapter is bittersweet. The state of recruitment has a long way to
come, but hopefully after this chapter, you’ll be excited as I am by what is
possible if we reframe recruitment in a more people-centric way.
In 2022, I decided to run a bit of an experiment and set up an Ask-
HR-Anything thread on a careers forum. The forum is anonymous so I
wondered if it might prompt some radically transparent perspectives on
HR. Plus, if it meant I could help a few people out who might be in pickles,
then it was probably worth it.
About 50,000 views and almost 2,000 responses later, there was enough
insight and material to write an entirely separate book. Once I got through
the deeply offensive and abusive comments that the keyboard warriors
posted, the single most concerning area was hearing about the state of
recruitment. From people who were laid off, had applied for hundreds of
jobs, and rarely ever heard back. To those who went through ten stages of
interviews only to be ghosted and not receive any feedback. To hard-core
task rounds where candidates would work for days on end, basically as
free labor, to produce presentations and initiatives that would help that
company and then be told the role was on hold. There was even someone
who traveled hours by car to get into a city, bought new clothes for an
interview, turned up at the office, and was told the interviewer was not in
today and they needed to reschedule.
I’m not blind to how much repair work there is to do in HR and how
mixed the experience is. But this thread was so hard to read. It doesn’t
matter the industry, country, or profession, candidates everywhere
are being treated like shit in our hiring processes, and it’s become so
consistent that we’ve learned to accept it as normal. One day I might
dedicate an entire book to this topic, but for now, here are some of my
learnings and musings on recruitment from scaling startups.
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entire room put their hand up. I then asked those people who respond to
every single job application they receive to put their hand down. A small
handful put their hands down. Around three quarters of the room kept it up.
The job application process is broken. We've created a norm in
companies where candidates are inferior. We then prove it to candidates
with disclaimers on the bottom of job advertisements like:
The irony of this scenario lies in the fact that those companies who
receive such a high volume of applications will almost always have an
applicant tracking system (ATS) in place that allows for bulk rejection
emails, and those who don't have one in place are unlikely to be receiving
a high enough volume of applications to justify why they can't respond
with a friendly “no” to provide the applicant some certainty. In both cases
the reasoning usually lies somewhere between laziness and disrespect
for the job application process. As a job candidate the only thing worse
than a rejection email is hearing nothing back at all. It's both the sense of
rejection and hope combined.
As a People profession, we have to change this norm. Instead of telling
applicants on the advertisement that they may not receive a response, tell
them how long they can expect to wait before receiving a response. And
hold your teams and hiring managers accountable for ensuring every
single applicant receives a response if they were successful or not.
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• Best offer first: At the offer stage, I use a “best offer first”
principle and I’m explicit about this with candidates.
This isn’t some fluffy way of polishing a low ball. If
you’re going to use this, it must be genuine; otherwise,
there’s zero value in it. Best offer first refers to discussing
internally at what point someone could keep negotiating
before we eventually say no. Let’s say you’ve set a range
of 60–70k. You offer 64k. If they really pushed for more,
you realize you would be open to 66k, but any higher
would sacrifice parity within the team. You should just
offer 66k and don’t negotiate. There are a few things I’ve
come to observe and realize from using this approach:
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process, let the candidate know when they’ll hear back from you. It creates
some accountability between you and the candidate, and it helps manage
expectations so the candidate knows when it’s the right time to follow up.
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In the next chapter, we’re going to tackle a topic that is never short
of strong opinions, varied practices, and a whole lot of complexity. So
it should come as no surprise that the mental notes I have taken, and
continue to take, on this topic are full of mistakes, lessons learned, and a
few pointed observations. Let’s talk Reward.
Summary
• So many parts of the hiring process are broken. We
have an opportunity to do good by people and offer up
a candidate experience with care, speed, and respect at
its core.
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CHAPTER 6
Reward
In this chapter I’m grouping together all things compensation, equity, and
benefits into the catch-all that is reward. And, if we’re joining a startup, our
first interaction with reward would have happened right at the start of the
last chapter on recruitment (hopefully because of pay transparency!).
I spend a lot of time thinking about reward, and in companies of all
sizes too, not just startups. It’s an area I’ve made a lot of mistakes and felt
like I’ve been continuously iterating, and as I alluded to earlier, even after
over a decade of working in and around the reward space in companies, I
definitely do not feel like an expert.
For this chapter, I’ve selected some of the most powerful lessons
I’ve had to learn along the way in a startup environment. It’s a topic that
is deeply strategic given its financial impact, very difficult to reverse
decisions, and is heavily linked to our psychology, emotions, and
wellbeing. There is no other part of the People space, or any chapter in this
book, that has a greater span of outcomes on the business than reward.
When we get it right, it’s a game-changer. When we get it wrong, it’s
destructive.
practice have taught us. Protect the business. Manage risk. Mitigate edge
case scenarios. And we’ve ended up with policies, contracts, benefits,
and programs that have so many restrictions and clauses that the average
employee feels like a child.
In the benefits space specifically, having too many restrictions in place
just in case the odd employee tries to abuse it very quickly discourages
others from using the benefits in the way that they could. It’s a careful
balancing act as, on one hand, there will always be someone who will be
devious and push their luck and you can’t ignore that, but on the other
hand, the more trust and freedom you give your people, the more they will
value and utilize the offerings in front of them.
Here are a couple of ways to build for the 99% and rethink benefits in
the workplace.
Learning Budgets
We’re making a needed transition from company-provided training to
the concept of each person having a learning budget to invest in their
development. Learning budgets help us to think more broadly around our
development and have flexibility with the type of development too. Not
everyone learns by going to a conference. Having implemented learning
budgets now a few times, there are a couple of watch-its that can enable or
hinder success:
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Parental Leave
Those who’ve worked with me in the past know this is something I have
quite passionate views on. The current state of play will differ by country,
but I’ll broadly generalize as statutory leave provisions that do not reflect
modern families, and company parental leave policies where parents have
to put a few hours aside to work out what they can and can’t do. I’m not
a parent and probably won’t be, and admittedly I have worked on my fair
share of traditional leave policies and believed the reasons around me why
a parent can’t access it in their first 12 months, or if they don’t return for 12
months, they have to pay it back.
What changed my perspective were the very people it set out to
support. Parents. The more time I spent with parents, the more I realized
it was a company policy designed for the company, not for the parents.
I would speak with mothers who had delayed a decision to start a family
because they weren’t entitled to leave yet. I spoke with fathers who
desperately wanted to spend time with their new family addition and
were told they get a week off or need to take all of their PTO. And I spoke
with same-sex, single parent, and adoption-based families who struggled
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• Leave: Meaningful and fully paid. I’ve used 12, 16, and
26 weeks of fully paid leave at various companies and
also considered additional pro rata pay and the ability
to carve up that leave (i.e., 24 weeks at half pay rather
than 12 weeks at full pay might be a preference of some
parents).
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Pay Transparency
Pay transparency has been one of the most hotly debated issues in the
reward space in the last five years. The status quo for too long has been to
accept the power dynamic where employers have asymmetric information
and advantage to control a pay conversation. Between reward frameworks,
market data and benchmarks, budgets, and internal pay knowledge, it’s
a steep mountain for a candidate or employee to climb to reach a point
where they feel their pay is set with clarity, fairness, and reflective of their
experience and performance.
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Will I miss out on applicants who don’t fall within that range?
Possibly, but it’s likely to be far outweighed by what you’ll receive through
transparency and there are ways you can prevent applicant leak at the
application stage. If a candidate’s expectations are less than the range
you’ve provided, they’ll self-calibrate and likely reset their expectations
in line with the range. It’s really hard for candidates to know how to price
themselves in the market so consider this a gift.
If a candidate’s expectations are higher than the range, you’ll see one
of two things happen. They’ll still apply and either make known in their
application that their expectations are higher, or just state expectations
are at the top end and wait to learn more about the role before sharing
their original expectations. Or they’ll choose not to apply because the pay
doesn’t meet what they’re looking for. This is OK for some candidates and
might show a misalignment between the level of the role and the level of
the candidate. A helpful tactic is that below your salary range, you can use
a statement like “If your salary expectations are above this range but you
think you’re a great fit, we’d love to see your application and discuss with
you your alignment to the role and what options we might have available
to make it work.” It’s possible there are other levers to pull around benefits,
equity, growth opportunities, etc.
What if the salaries are more than what we pay the current team
members in those roles?
This comes up more than I wish. The key here is why the salaries are
different. If the role is genuinely positioned higher in terms of the level
of experience and skills the expected employee will bring, that’s a very
valid reason for paying more than existing team members. The key here is
for the manager to be transparent about this before you go out to market
and address any questions. In my experience, their future teammates are
almost always very understanding of the reasons and just don’t want to
miss out on the opportunity to grow and increase their pay too.
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If the salary is higher because the market has moved and your pay
range has increased as a result, or if the existing team is below the current
market rate regardless of the reason, you have a more fundamental problem
than pay transparency. This points to an area of your reward framework or
cycle that hasn’t synced salaries with market rates quick enough to catch
up to market. It poses a choice. Do you include the pay range and risk
upsetting your current team, or do you hide the pay range and disadvantage
candidates applying for the role? If those are the only options you are willing
to consider, it doesn’t matter which one you choose. Both do damage,
although hiding the pay range is probably the less risky business decision to
avoid heightened risk of churn. Just know though, once a new person starts,
everyone in the team will eventually know the salaries of everyone else.
Transparency either happens by design, or by human behavior.
There is a third option, which is to tackle the more pressing issue to
enable pay transparency. There’s a rough and ready way to tackle it and a
more comprehensive way, so if time is a priority and you’re in “that” sort of
startup, rough and ready might be worth a look.
The rough and ready way is to make market adjustments for just
the team or roles directly impacted. If you’re hiring a Front End React
Developer, it means all Front End React Developers who are too far below
market based on the ranges you have. There is possibly a more systemic
problem affecting other teams, but the focus here is on fixing an issue you’ve
found and keeping the hiring engine going. Once the market adjustments
are in, you have the ability to share the pay transparently on the job ad and
continue on. Another way to look at this is this – if you discover your team
is paid below market, your competitors are going to be using the higher
salaries when they reach out to your team to pitch them opportunities. So
even if you hide salaries from the job advertisement, you’re opening up your
team to a significant reason why someone would take another opportunity
and leave. This is why it’s so important to lock your team in. There’s no point
focusing on hiring if there’s a revolving door within the team.
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There’s a lot tied up in that sort of reasoning, and all things I’ve heard
as part of why you’d take transparency to that level. It was also coupled
with counter opinions around people feeling uncomfortable having their
own salaries being shared, and people not wanting to know salaries of
others too, all of which is also a consideration.
I have no doubt there are some businesses who have infused a radical
level of transparency into their culture from day one. This level of salary
transparency makes a lot more sense when done from the start, as it then
represents the business that every future new joiner has chosen to be
part of. I’ve never been able to rationalize, on a personal level, how the
preference of one person to have public salaries is more or less important
than another person’s preference to not have public salaries, unless there’s
an opt-in where people can choose to share their own only.
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There aren’t too many lessons in this book where I don’t share a
strong opinion, even loosely held ones, but this one fits into the bucket
of things I feel conflicted and undecided on. The test I want to now apply
the next opportunity I have is if you have a robust salary, role, and leveling
framework across the business and make it transparent around what roles
exist, what is expected of each role at each level, and the salary ranges the
business have set for each role and level, is the rationale for public salaries
still there, or has it diluted because transparency of design and decisions
has fulfilled some of the original concerns?
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for a pay rise at the end of the year which was still over six months
away. Sam enquired about bringing forward the pay rise and was told
only exceptional cases are considered by the HR team and this wasn’t
exceptional.
So, Sam started looking elsewhere and ended up with two job offers
(Go Sam!). She didn’t really want to leave but she would if she felt her
performance wasn’t reflected in her pay. Sam spoke with her manager
again, this time referencing two offers and asking for it to be raised as an
exceptional case for review. She was then invited to a meeting with the HR
Business Partner and was told they don’t respond nicely to ultimatums,
that her pay wouldn’t change, and if that meant she will resign, then it
would be a shame. There was also some guilt-tripping from the HRBP
about how the workload for the rest of the team would increase if she left
but I’m parking this under HR behaviors I wish would die quickly. Sam
resigned and is now earning more money elsewhere and, last I checked, is
really enjoying her role and team too.
I really felt for Sam through this process. She kept having barriers
put in front of her and ended up using the ultimatum as a last effort to
show how serious of an issue it was for her. The going belief in the HR
and People profession is to not give in to ultimatums as they’ll probably
leave anyway. Some people probably do. But some don’t. And it’s our job
to navigate the scenario enough to understand what sort of judgment we
apply to this, rather than the blanket approach to not give in. I know I’ve
fallen into this trap, and there are a couple of ultimatum conversations
in the past that I wish I could replay, and a few tips and lessons I’ve
swallowed along the way.
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find a stickier fit elsewhere. In the case of ultimatums, our first priority
should be to reduce the likelihood someone feels that their pay doesn’t
reflect their role and performance. This means regular reviews of roles,
performance, and pay, a clear link between someone’s performance and
achievements and pay increases, a close eye on external conditions that
affect cost of living, and perhaps most importantly, coaching managers
to have proactive and candid discussions with their team members
about pay.
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It turns out he took a 0.5% equity stake and, in his mind, he would
sell it in the future when the company became a unicorn (i.e. worth
$1 billion). “I can live off that for the rest of my life.” It didn’t click at the
time because I was a novice in the world of startup equity. Like 99.5%
of other startup employees, my understanding of equity didn’t extend
beyond understanding the general concept of shares and options, and
that if the company is sold or listed in the future, I could get a payout.
What my friend experienced was equity hype. A combination of the
leaders of his startup allowing unrealistic expectations and an excitable
recipient who started believing, even planning for, the best possible
financial outcome that might just come from an exit.
Over the course of several startups and now over a hundred
conversations with startup employees about equity, I’ve ended up with a
long list of things I’ve had to learn along the way and, in some cases, have a
brutal reality check on. Here are some of the most pertinent.
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time, and as the cap table changes, the equity pool is revisited and
sometimes resized to take into account future headcount growth and new
employee grants.
At the same time as this, the startup is growing into a scale-up
environment. Roles are becoming more specialized and defined, teams
are starting to take shape and consider their own structure and operations,
and the People team (hopefully in place by now) are looking at the
infrastructure needed to grow, such as scalable reward frameworks,
performance management, engagement and feedback mechanisms, and
progression. These changes to both the governance and operations of
the startup, and the headcount growth, both call for a more sophisticated
approach to equity in the same way we’d be maturing the approach to
compensation or other areas.
The reason equity requires a more sophisticated framework than we
might be hoping for is how fluid the equity environment is. Valuations
may go up and down over time. Early-stage employees often receive larger
equity grants than later-stage employees. And it can be difficult to quantify
the value of equity you’re awarding on a consistent basis. An employee
receiving 100 shares at a $10 share price is the same value of equity as
someone who joins and receives 50 shares when it’s a $20 share price, but
at that stage the value of the first employee’s equity has doubled.
There are four scenarios I try to make sure are built into equity
frameworks to allow for the majority of considerations as we grow. More
recently, I’ve found answering these four scenarios will flesh out a lot
of the thought and consideration required when building an allocation
framework.
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Liquidation Preference
When an investor or new shareholder comes on board, they may have a
liquidation preference or preference shares. This means there is an order,
and sometimes a value, determined for where proceeds of an investment
go first. Those with liquidation preference will essentially get their money
back before those without preference. In some occasions, it can even be a
multiple of their investment depending on the terms agreed.
Again, this may feel less consequential if a startup is growing really
well and there’s a successful exit of some sort. What is helpful to know is
that employee equity is typically for ordinary shares and therefore at the
bottom of the ladder. A lot of other people will be paid first, and depending
on the preference terms, how many different levels of preference exist, and
the valuation of the company, the proceeds that make its way to ordinary
shares can be less than expected, and even zero.
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are realized. The reality, however, is that very few people see either of
these things in a startup. Some do, and their stories tend to spread and be
shared. But most don’t see any value to their equity for a variety of reasons.
So if you’re holding on to a share or option agreement, I truly hope you see
value from it, but it’s important to make sure you’re comfortable with the
fact it may never happen.
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Summary
1. Build benefits for the 99% of people who will benefit
from and value them, rather than the 1% that
abuse them.
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CHAPTER 7
Learning
This chapter continues our exploration of key components or milestones
that allow us to engage, develop, empower, and recognize our people.
Learning is undoubtedly one of the biggest reasons why people join
startups, especially if they are transitioning out of bigger and more
established businesses. But learning doesn’t just happen in startups.
It takes a whole lot of planning, feedback, design, onboarding, and
leadership support to enable learning and the growth culture associated
with it, which is what we’re going to dive straight into.
(and how would I know that), or just treat it as a benefit (which also pays
back in its own way, but for the purpose of this I’ll treat it as spend in a simple
form). Similarly, I’ve taken part in week-long leadership summits where I sit
in a classroom and take in a whole bunch of content and set plans for how I
will use it. Oh, and don’t forget the role-plays. They probably cost between
10k and 15k a pop, and outside of the connections and relationships, I can’t
for the life of me tell you something specific that I did differently in the
workplace and the impact that has on my or the business’ performance.
Each time I’ve joined a startup, there are parts of learning that always
make it on to the road map. Onboarding, progression frameworks, manager
development, technical training, and the list goes on. All important stuff. But
the more I work on learning programs and initiatives, the more I find myself
thinking about goals and outcomes. The ultimate goals and outcomes.
Because I don’t think any of those learning initiatives are actually the goal,
but rather the tool or enabler for what we’re actually looking for. When I
sit in exec or board conversations, very rarely do we talk about learning
specifically. We’re talking about productivity, culture, engagement, retention,
and preparation for our next stage of growth. That’s more indicative of the
outcomes we need rather than what learning quickly becomes, which is a
series of completed projects and some feedback surveys.
With this in mind, there are some common pillars that seem to sit in
between what we do in the learning space and the sort of outcomes we’re
trying to achieve. This is not a playbook, or even a recommendation. It’s
just an observation after a few startups and even in larger organizations for
the things I tend to look for and focus on in the learning space when there’s
very little in place already.
Growth Culture
In the next chapter, I’m going to cover the concept of startups and team
members outgrowing each other. It could easily go in this chapter too, but
I think the link with performance is punchier. As companies rapidly grow
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and try to scale, they start to transform and need to rethink a lot of how
they operate. Hiroshi Mikitani’s Rule of 3 and 10 has always resonated
with me – essentially that everything breaks and needs reinventing
as companies go from 3 to 10 to 30 to 100 to 300 to 1,000. In startups
going through early-stage funding, you’re likely going to see three or
four transformations of the organization in a short space of time. It puts
pressure on people to be agile, resilient, flexible, and curious. And it is
that specific need to allow people to grow with the organization that I find
myself honing in on constantly for how we nurture and develop it.
I mentioned learning budgets before and understanding the return
on that spend. So it feels natural to now revisit that with a different lens.
In three consecutive startups, I’ve introduced learning budgets with
some very specific traits around accessibility, community, and trust.
I would never argue with someone about the individual return we get
on an employee reading a book. But what about an entire product and
engineering team using their learning budgets on resources, with time in
their work day set aside for learning, recommendations flowing between
team members on what they’re learning and what they’ve enjoyed, and
managers finding opportunities for them to apply some of the things they
were learning about. There’s no price to that, but it’s quite the return. It
builds a sense of curiosity, the feeling we’re all continuously learning
and trying new things, and a sense of community within the team. All
things that are incredibly helpful when we hit the “Rule of 3 and 10”
transformations.
Great Managers
Tightly coupled with a growth culture are great managers. Managers
have a heightened ability to enable or disable their team on every single
outcome we previously discussed. They cast a shadow deep into their team
structures and even across teams, so if the behaviors and capability are not
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Onboarding
I guess this one might feel like a strange addition given my reticence to
specific learning initiatives. Onboarding gets a free pass through that. Not
because we don’t want to create an amazing and personalized onboarding
experience for new joiners, but because of its unique influence on
productivity, engagement, and turnover.
Most of the startups I’ve worked in have been B2B SaaS startups. And
one particular onboarding challenge rears its head in every single startup.
It’s hot on the lips of founders, it’s tested and analyzed by investors,
and it has a direct link with the revenue growth of the company. Sales
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onboarding. The period of time from which someone joins the sales
team to the point they are considered fully ramped and productive. It’s
one of the biggest risk areas during hyper-growth as to whether a startup
has enough ramped capacity to meet its next revenue objective, and
depending on the complexity of the product and the sales cycle, the
onboarding process can be quite extensive.
I’ve picked sales onboarding as a specific part of onboarding not as an
anomaly, but rather a really helpful and effective place to start. Onboarding
itself has a clearer connection than many other learning initiatives to
business outcomes, particularly productivity and having the right talent
performing well at every stage of the startup’s growth journey. It’s also a
risk area for other areas. Poor onboarding leaves a stench on engagement,
which is a great test of culture and team support, and there’s ample
research for the heightened risk of turnover in the first six or twelve months
of employment. If we nail onboarding, the positive effects compound and
feed into the talent, performance, and progression areas too.
–– Conferences
–– Sit in a classroom
–– Most networking
–– Read books
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–– Be mentored by someone
–– Volunteering
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This is definitely the book equivalent of a clickbait title. This isn’t the
best career advice I ever received. But it’s by far the most memorable. It
was much earlier in my career that it was shared with me and it’s taught
me heaps, in its own way.
I’ll start with the obvious, which is the stupidity of the notion that
to progress your career, you just need to do your job well. That’s not the
experience of most people, and frankly, it hasn’t been my experience
either. It also reads as a stereotype for someone asking their manager for
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a promotion and being told the “keep working hard and we’ll think about
it” excuse. I should also point out at this point that while progression and
promotion don’t mean the same thing and I’ll cover that off shortly, the
context in which this advice was given to me was relating to whether I
would be promoted.
The reason why it’s memorable is because of what I’ve taken away from
it and how impactful it’s become for me. Whether it was ever intended this
way I have no idea, but I don’t imagine the giver of this advice might have
anticipated the tangents would take it on in the years ahead. And some of
these tangents, well, are pretty loose.
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Anonymous or Identifiable
Our peers will feel more comfortable if their feedback is anonymous
and taken into consideration by the manager, but this allows a greater
likelihood of “vent feedback,” which is the gripes someone has about
their peers under the guise of feedback around their performance. It
becomes a judgment on someone else, rather than something specific
for them to focus on. If feedback is identifiable, it will almost always be
overwhelmingly positive because, as human beings, we much prefer
to hold our tongue on anything not positive. I used to approach peer
feedback in the same way as engagement surveys – anonymous comments
rolled up into a report – but I think that was a misstep and dilutes how
effective it can be. I’ve since seen better results by managers identifying
a very small number of peers (two or three maximum) who have worked
closely with their team member, speaking to them first around the specific
areas of feedback that are seeking, allowing those peers to contribute this
feedback in an identifiable way to the manager, and the manager taking
that into account in their feedback conversation with the team member.
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Summary
1. Being part of a high-growth startup is a reason to
invest in and focus on learning, not an excuse to do
the opposite. I typically start with the growth and
development culture and nurturing that, nailing
onboarding and building a great team of managers
to amplify impact across teams.
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CHAPTER 8
Performance
In the last chapter we explored how we learn in the context of startups, and
some of the mental notes I’ve taken to approach this very broad area. One
of the themes through learning is the growth of our people. In a startup
environment, growth is critical to how we also think about performance –
the mindset and behaviors required by managers to support their team
members, the clarity of direction and goals that ensure everyone is pointed
in the right direction, and how we think about the cycle of performance
and development in the context of a rapidly growing and scaling startup.
This chapter continues that chain of development and growth from
Learning and shares the lessons and principles that have stuck with me
when thinking about high performance and how we create environments
where our team members can thrive.
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The model is this: as a manager, if you do nothing else, make sure you
help your people answer these three questions:
1. What am I doing?
2. How am I going?
3. Where am I going?
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The first time we launched OKRs, our aim was to bring the whole
company on board with a bottom-up build of initiatives that would
feed our top-level objectives. We hosted workshops, facilitated team
discussions, and gave everyone the opportunity to contribute to how we
were going to smash it out of the park that quarter. Even with a relatively
small team we had hundreds of initiatives contributed. Some of them
related to the company objectives and many others fell into the “these
would be good to do at some point” bucket. The prioritization of these
left a lot to be desired, but we ended up with a set of initiatives and some
half-baked key results and metrics. Good enough, we thought, and we set
sail into the quarter! What became brutally obvious as we moved through
the quarter is that we’d gone through the entire process seemingly blind to
the day-to-day of the startup. Almost every single initiative was something
new to improve or enable the business. There’s plenty of value in that, but
we were going into OKR progress updates and hearing feedback like not
having enough time to meaningfully move forward most of the initiatives.
We’d placed OKRs on top of everything in the business, rather than
integrated into what we were doing, and it ended up only having a slither
of the positive impact it was capable of having.
The second time around was painfully amusing (in hindsight, it was
less amusing at the time!). We overcorrected and then some! We found a
better balance of objectives and key results that reflected both incremental
growth to our core business and some opportunities and threats that we
carved out as focus areas. It wasn’t until one of the final OKR progress
updates that we sat around chuckling at the fact our sales team had hit
almost all of their key results without completing a single initiative. On
one hand, we can’t complain too much as hitting the key results is a great
outcome for the business. On the other hand, we still failed to bring value
from the methodology and couldn’t be confident of the link we’d created
from initiatives to key results to objectives.
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is scrappy and all about initial traction, feedback, and market fit. To $10
million, it shifts to go-to-market, technology development, and stability,
and reaching that period where scaling a business is possible. And to $50
million, it becomes about the ability to grow in a repeatable and scalable
way. Each of these environments looks vastly different, and while some
people can thrive across different stages of growth, most people generally
have a stage of growth that is their jam.
Imagine you’re hiring your first sales leadership role. You have a
couple of million in revenue and some sales reps in place. You’re now
looking for a sales leader to take the early stages of the playbook and likely
take over sales leadership from a Founder. They might be expected to be a
player-coach, securing revenue through new deals but also building
foundations for a revenue engine capable of doubling or tripling revenue.
If you were hiring for this role, you’re unlikely to want to hire the sales
leader who has spent their career in $100 million revenue organizations
with all of the infrastructure in place already. You’ll be looking for
someone you have confidence in to deliver what you need in your startup
at your stage of growth. And if all things go well in the coming years, that
sales leadership roles start to look very different. Almost unrecognizable
from the role you needed not long ago. It’s possible your sales leader can
grow with the role, or might have had experience across multiple stages
of growth and can bring transferable learnings, but if they’re like many
leaders in the startup space who have built their success on that stage of
growth only, you may well outgrow them and need to bring in a different
sales leadership role.
This same scenario can apply to almost every part of a startup. My
jam is pretty early in startups, typically as the first People or HR hire. If a
scale-up already has 1,000 people across 20 countries and with a 30-person
People team, they’re likely to need a leader who brings their experience
and learning from that stage of growth. Equally, that leader would have
likely found the experience of being the first People hire to be quite the
shock if they haven’t done it before… Just like I did.
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I’m a big believer and advocate of finding paths for as many people
as possible to grow with our startup, but not blind to the fact that with a
business that experiences such significant change and transformation
in a short space of time, it’s OK to outgrow someone. Just like it’s OK for
someone to outgrow us.
P.S. One day, I will tackle the 1,000-person scale-up!
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Now I may not have been that 10/10 hire for them, but I have to trust
that at Stage 6, there must be enough interest at their end to want to keep
investing their time, and to keep trying to test one more thing. By the end
of this process, it didn’t matter how strong of a fit I was because I had lost
my interest and engagement in the process.
I suggest a change to the first part of this adage. Don’t hire slow.
Hire with purpose. Design a process to test the critical requirements and
components of the role that allows for decision-makers to arrive at a
conclusion in the quickest amount of time. If you’re taking over a month
to hire someone, with the exception of processes that involve a lot of travel
or logistical challenges, it means you’re not sure what you’re looking for
or how to know you’ve found it. Invest time early in the process, before
candidates are engaged, to make sure your hiring process is purposeful,
but not slow.
Fire fast. There are circumstances where this is simply bang on. Where
behaviors and values in particular are compromised, the effect of allowing
this to continue is infectious and toxic. Similarly, if someone new is not
working out, or where a performance issue continues to not improve after
you’ve made genuine attempts to try and solve this, taking action quickly
makes a lot of sense.
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However, once again I can’t help but notice that the preceding
examples are usually not the scenarios where fire fast is used as a tactic.
The countless examples of people unexpectedly losing their job after
providing feedback on something or someone in the business, the
performance issues that go unmanaged for months and sometimes years
before a quick process is run to exit someone, and let’s not forget the
layoffs that plague the tech industry and the obsession when an indicator
turns red to reduce the team size (the same people put through months
of recruitment stages to make sure they’re just right for that culture and
role). That’s how fire fast plays out in too many startups and it does the
ecosystem and People teams no favors by this behavior continuing to exist.
So it feels appropriate for a change to the second half of this adage.
Don’t just fire fast. Fire thoughtfully. Fire as though it was you receiving
the news, or a member of your family. Exhaust every reasonable avenue to
resolve situations before needing to make the call to part ways. And if that
doesn’t work, fire respectfully and with sensitivity. These decisions affect
people for years and can easily come back to bite your brand for both
employees and customers.
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The longer I spent in HR and People teams, the more it felt like my
experience of performance reviews was an anomaly. I would hear of people
who felt like they had nailed it in their roles to be told they are “meeting
expectations.” Or they were told by their managers that they would rate
them higher but they’re only allowed a certain number of people above
a line. Or a whole year’s worth of feedback was collated and dumped in
one go on the team member, and told where to improve for next year. It
shouldn’t be surprising that we look at the system and think “it needs to go.”
As more and more businesses started sharing their plans to remove
the annual performance review and move to continuous feedback or other
cycles, I felt like I had to get in on it. Every major consultancy in the world
was publishing reports on the death of performance reviews, so surely
there had to be some merit behind this, right? Fast forward to today and
I’ve had the opportunity to design and implement a few different types of
performance cycles, and also spend time with a lot of other people doing
the same in their businesses. I found great amusement in two scenarios
that I kept hearing. Neither of them are bad scenarios. Just amusing ones.
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Forced Distribution
Possibly the most famous gripe of an annual performance rating. Also
known as a bell curve, this is where it is assumed every team will, and
therefore must have, a distribution of performance ratings. The origin
of this isn’t grounded in some theory of human behavior, as common
as it may be to see some sort of distribution. It’s instead grounded in
budget. Where a link between performance and reward exists, there
is a budget line item to cover salary increases, bonuses, and any other
form of compensation. This is typically done on a “middle of the curve”
basis, so if you budget a 3% salary increase across the board, your middle
performance rating will receive something around that level, and in order
to fund your high performers receiving more than that, you need an
equivalent set of low performers to receive less than 3% and balance it out.
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Review Bias
This is largely a manager capability and one of the most important roles
a People team can play. There are so many natural, human biases that
impact our perception of our own and other people’s performance. Being
aware of things like recency, attribution, and halo/horns in advance,
setting clear expectations and calibration between managers in advance
of feedback and review conversations, and having a feedback loop on
the process itself from both managers and team members can all help to
identify and mitigate the impact of biases playing out.
Deferred Feedback
Ah yes, the old “hold that until their review” which might be in four weeks
or eight months depending on how deferred the feedback really is. One of
the best parts of the rethinking of performance reviews across companies
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has been the recognition of deferred feedback. The value of feedback that
is held until a performance review is a fraction of what is can be if delivered
in a timely and continuous way.
The test I use with managers where a periodic performance review
process happens is this – there should not be anything new raised in this
conversation. The performance review is a reflection, not an opportunity
to bring up new feedback. That should have taken place already, and if not,
it’s a reflection on the manager’s performance, not the team member.
Rating Emphasis
There’s some nuance to ratings and a few challenges with how they’re
implemented. One of the main ones I have stumbled on a few times
is where the rating itself, especially the title of a rating, gets in the way
of a meaningful conversation. This is a risk of the direct link between
performance and reward and often why I try to keep the rating as part of
a reward conversation rather than as part of a performance conversation.
As humans, we see the number 3 on a 5-point scale as meaning average,
even if you intend it otherwise. Similarly, “meeting expectations” can feel
really underwhelming if the feedback you receive is that you’ve gone over
and above.
Performance ratings aren’t for every business, so it’s a judgment call on
what will be effective within your culture. If you do use them, engage your
team members early in the design of these and listen to their feedback and
suggestions on how they are applied.
This chapter was the last of four chapters dedicated to key functional
and lifecycle areas within our People experience: Recruitment, Reward,
Learning, and Performance. In the next chapter, I wanted to call out
something very specific which has become much more topical and
relevant since 2020. You guessed it, remote working.
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Summary
1. Managing a team can feel overwhelming trying
to get everything right and avoid all of the pitfalls
you’ve been warned about. It can be helpful to strip
it back to fundamentals. If you do nothing else for
the moment, make sure you help each person in
your team answer these three questions: What am I
doing? How am I going? Where am I going?
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CHAPTER 9
Remote Working
While there are fascinating links between remote working and the
components of our People experience that we’ve covered in the last
four chapters, it feels necessary to call out this topic specifically given its
relevance since the Covid-19 pandemic. This chapter shares some pointed
observations about how we’ve coped with and continue to manage remote
working, as well as how we start to think about flexibility and the rise of the
remote manager.
My word we are airing some dirty laundry, aren’t we? Whether you’re
a fan of remote working or not, I’d like to think the acceleration of progress
in remote working, especially how to do remote working well, is a great
thing. It’s opened up a much broader understanding of how we behave
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and think as humans, and how we operate as part of a team and business.
It’s also brought out our dirty laundry. They aren’t secrets in the world
of work, but rather have been amplified through the transition to remote
working and have taken center stage as businesses consider the work
arrangements of their teams.
Performance
There is no better way to say you don’t know how to measure the
performance of your team than to be genuinely concerned they are
slacking off when they’re at home. Because if you did know how to
measure a team member’s performance, you wouldn’t be concerned. At
worst, you’d be really curious. It might take a moment of self-reflection for
each manager, myself included because I too have been guilty of this, to
question if the physical presence of someone working near you in an office
has been mistaken for performance, even on a very small scale.
When we identify and remove that mistake, it allows us to start over
with how we think about performance for each team member. Working
together to define outcomes and goals rather than just inputs and effort.
And once those are defined, let’s be curious about how or if remote
working influences that.
Trust
Trust is central to the relationship between managers and their team
members, and remote working has added some chaos to that trust. There
is a logical follow-on from the example earlier about worrying that a team
member is slacking off. A big part of that is performance, and another
part is likely trust. Highly trusting relationships would already have the
empathy and authenticity behind it to work through that belief system and
arrive at a positive outcome.
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Culture
There’s been a meme floating around since offices started reopening at
the back end of the pandemic. It shows a lifeless office of cubicles with
words to the effect of “we’re returning to the office because we care about
our culture.” If you remember back to Chapter 3, you’ll already know my
opinion about culture relating to something so insignificant like an office.
But this meme didn’t become so popular just because it was funny.
For so many people, this was real. Their business had chosen to return
to the office under the banner of trying to nurture their culture, without
any real shared understanding of what that even means. There may well
be some very valid parts to how they’re thinking about their culture in
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a deliberate way, but without this context or any detail around what
specifically they are trying to achieve, it will continue to be perceived in its
most negative light (and rightly so).
Culture happens whether we like it or not. And as we already discussed
in Chapter 3, the question is around how deliberate and purposeful we
want to be with the culture we’re building. There are great cultures within
remote companies and great cultures within non-remote companies,
just like there are poor cultures within both too. We should start with the
culture we’re trying to build to understand the role of remote, hybrid, and
in-person arrangements in helping to shape and reinforce that culture.
It can be easy to blur the lines between these when describing the sort
of arrangements that take place or might be possible. Similarly, we might
describe how we prefer to work individually in a different way to others or
different to how businesses describe their setup.
Remote
This describes working outside of a company’s office or place of business.
It doesn’t have to mean working from home. It might mean working from
a bookstore or working from my parents’ house in Australia. Sometimes,
businesses will define it one layer further with additional terms below
which I’ll share the going understanding of:
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Hybrid
Hybrid assumes that everyone needs to be in a company’s office or place
of business at least part of the time. Businesses that require a day per week,
or a week per month, for instance, would be described as hybrid. Hybrid
assumes there will be times when everyone is together and when everyone
is apart.
Flexible
Flexible work cuts across remote, hybrid, and in-person work
arrangements, but it can be difficult to separate out the language given
how readily remote and hybrid work are described as flexible work.
Flexibility is where work can be adjusted by a team member based on
their needs. It might be where work is done, or how it’s done, or when it’s
done. Flexibility can exist in all forms of remote, hybrid, and in-person
arrangements and can also be missing from all of them too. A company
that mandates every team member must work from home and with set
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hours and breaks is not somewhere a lot of people would describe as being
flexible, even if it’s remote. Similarly, it can be tempting to describe hybrid
arrangements that require two days a week in an office as being inflexible.
For some, they might consider that. But if you have the ability to set those
two days, to increase or decrease it as other things arise, and to also adjust
hours and breaks to what works for you, you might find there are a lot of
options for flexibility.
The reason why defining these individually is important is to uncouple
flexibility from the concept of remote, hybrid, and in-person working.
By simply choosing an arrangement, we’re not automatically flexible or
inflexible, and we still need to be in sync with the sort of flexibility that our
team members might be looking for in order for a work arrangement to
work for them.
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Onboarding
Speaking of new team members, onboarding remotely has a different
flavor to rocking up to an office for your first day. But for these exceptional
managers, onboarding never started on day one. It started way back in
the recruitment process with the expectations and transparency they
demonstrated around how their teams worked and even some of the
challenges. And once someone had accepted an offer, preboarding
processes were in place to start to prepare someone for stepping into the
team, especially making sure they knew what their onboarding would look
like, what equipment and support they’d have, and how they’d meet and
work with their new teammates.
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they appreciated managers who knew and trusted what they were doing
but didn’t feel the need to check in on Slack ten times a day to make sure
of it. It stuck with me, for both the honesty and for a nuance in remote
management that exceptional managers just seem to nail. Being in tune
with each team member’s work and their well-being.
There’s a balance to staying in tune without coming across
overbearing, especially when you lose some of the body language from in-
person conversations. Exceptional managers carve our time to deliberately
and purposefully discuss work and work outcomes (and trusting it gets
done when they say it’ll be done) and also on how people are going as
humans. Meaningful check-ins to learn about them as individuals and
explore how they’re thinking and feeling about things.
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nonwork lives. A lot of us will have seen how easily it can play out during
the pandemic, including me. Your desk and your bed may only be feet
apart, and with most of our tools available on our phone too, it seems
inconsequential at 7 a.m. with breakfast or at 8 p.m. when watching
television with the family to fire away a few emails or send a Slack or Teams
message back to the boss. This risk exists for non-remote workers too, but
there’s a more clearly defined work day which helps some people transition
from work to the rest of their life. That delineation is less clear for remote
team members who need to mentally check in and check out of work to
force it, even when their systems and tools are always close to hand.
The next chapter is the last chapter, but we take a sharp right turn to
talk about something much more individual than our collective People
experience: your career.
Summary
1. The Covid-19 pandemic accelerated decades of
progress with remote work adoption in the space
of 12 months. Now that we’ve come out of the
pandemic and greater choice exists, we should
expect to be in a teething period for quite some time
as we learn more about how various arrangements
can contribute to our teams and culture.
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CHAPTER 10
Your Career
This chapter has a bit of a different feel to it. I want to talk about myself.
And you. And every member of a HR or People team too. Every lesson
in this chapter is something I have struggled with throughout my career.
Some of them I still do and need to remind myself constantly to maintain
perspective.
There is a People team flavor to most of what I share in this chapter, but
many of the things I struggle with I know others do too, in different parts of
the business and in different stages of their career. So I like to think there’s
something here for everyone.
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in that capacity. However, this lesson for me is broader than that. It’s a
reminder that if you’re not 100% clear on what you’re there to deliver
(and what you’re not), people will fill that ambiguity with assumptions
and guesses based on their own experience. And unfortunately, those
experiences in the People and HR space can be wildly varied and are not
often positive. In the absence of clarity, people make their own.
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2. No one knew what they were doing the first time they
did it. It’s a universal truth about starting something
new, be it in any industry or profession around the
world. And the fact we are doing something new is
already a massive learning milestone and how we
can grow our skills.
These two things are part of the fun and journey of building and
scaling startups. It’s usually our own pride that gets in the way of having
a conversation where we’re vulnerable enough to admit we don’t know
the answer. So instead we fill that space with empty words that are, at
best, waffling around without answering and, at worst, a poor attempt at
an answer that may be wrong and dangerous to the startup. I’m guilty of
both, yet even in the moments where I chose to cover up my insecurity,
I realized it did no one any good. I didn’t feel any better in my ability to
waffle out an ambiguous and unhelpful answer. And I certainly never
felt better guessing the answer on my own and allowing others to believe
I knew what I was talking about. I needed to stop pretending and start
accepting those two points earlier.
What has been fascinating to experience as I started to make the
transition to saying “I don’t know” more often is the effect it had on those
around me. It wasn’t met with condescension, at least to my face! Instead,
it became a chance to work together and collaborate. A problem that
needed ideas, debate, advice from others, and a chance to figure it out
together.
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role and not because of who you are. You’ll doubt yourself over and over.
You’ll be expected to carry an emotional load of stuff that very few people
in the company can see, and if you’re alone or in a small team, the support
network can be sparse.
All of this has a profound impact on our mental health. The very fact
it impacts us simply makes us what we are: human. You deal with enough
of other people’s “stuff,” so it’s vital you have an outlet for your own, for
both your physical and mental health. During the Covid-19 pandemic, my
calendar became full of people wanting advice, support, and often just a
set of ears. Parents who were struggling with school and childcare closures.
People feeling lonely and frightened being unable to leave the house
outside of specific reasons and unable to hook in with their network and
friendships. Folks who were experiencing significant loss and trauma with
elderly and unwell family members and almost no ability to say goodbye.
And, generally, everyone who was struggling to juggle so much happening
in the world with what their work had become.
For months, I was a therapist, friend, coach, counselor, advisor,
listener, and many more hats. And then I would get to the end of the day,
if not sooner, and sit in my shoebox studio in New York alone and go
through some of the exact same stuff myself. I put on too many pounds
to count and was forced to pause almost all of the hobbies and activities
that brought me joy. This isn’t fishing for sympathy. I came through the
pandemic as one of the very lucky ones without significant loss or change,
so I’m very fortunate in that regard. But there’s a parallel into mental
health in the workplace that feels too important, in hindsight, to ignore.
I was trying to be an outlet for everyone else, but forgetting to look after
myself too.
Once some fitness activities were allowed again in New York, I started
to find joy and peace in walking. Sometimes it would be five or six short
walks a day as I needed the change of scenery from my coffee-table-
turned-desk in my studio. When I left a conversation feeling drained or
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worse for wear, I walked. If I felt emotions around the pandemic that
were difficult to contain, I walked. Even when I just felt bored or restless, I
walked. It always found a way to bring me back into a good place mentally.
It doesn’t really matter what the outlet is, just that it works for you and
meets you at that moment where you are. Could be something physical,
something quiet and meditative, something social or something entirely
different. It’s where you go to give yourself some love when you need
it most.
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It’s easy enough to do. Our to-do lists are bursting at the seams; we’re
trying to keep up with what is happening and help others do the same
thing. What starts as a few meetings throughout the day quickly expands
to fill every minute, with our calendar now looking like a completed tetris
diagram. You feel you’re permanently late to every meeting and always
relieved when Gary tells you he has a clash and needs to cancel just so you
have a gap to work on something that was due yesterday. Our calendars
have become our actual job, starting each morning not by identifying what
you want to achieve that day, but by scrolling through each calendar invite
for who you’ll be speaking to that day.
A huge disclaimer coming on being ruthless with your time. Typically,
the more senior you are in the company, the more autonomy you have
over your time. So I wanted to compile tips that would cover the breadth of
roles and seniority that exist in every company, despite being very aware
that a few of these may be harder to implement for some than others.
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Now don’t get me wrong, I live for lively conversations like these. It’s
gold dust for someone in my role to have ideas and engagement on people
topics. But in the moment that I walked out of that forum and referred to
everyone as people experts, I couldn’t help but wonder what a finance, or
legal, or sales presentation would look like with those sorts of comments
being made. The People space is full of thoughts, opinions, and ideas.
Some of them are from people working directly in that space. But most
of them are from folks who simply have a vested interest in the outcome.
More than any other function in a company, people feel affected by the
decisions that we make. So, quite rightly, we should expect (and want!) for
those decisions to come under close scrutiny.
The missing piece to this is the gap that often exists between those with
feedback and ideas and those who have knowledge and experience in that
area. As a graduate, I remember putting my hand up to complete a reward
analysis project. I’ve always been incredibly fascinated by the concept of
reward in companies and I honestly thought “how hard can it be.” Fairly
narrow thinking I know. In the years since, reward has been a critical part
of almost every HR role that I’ve had in both big and small companies,
and in startups. And the more I work in the reward field, the more I feel
intimidated by just how complex and nuanced it is. I felt more of a reward
expert as a graduate with no experience, than I do as a C-level People
professional with a lot more experience.
It was this gap that would result in someone telling the whole company
that if we’re serious about pay transparency, we need to share everyone’s
salaries within the company, while simultaneously I was receiving private
messages from others, including those in my team, who said they felt
that idea was unwelcome and uncomfortable. How do we balance and
encourage the gift of ideas, criticism, and feedback with the complexity,
nuance, and grayness that is almost every part of people and culture?
The approach I take lies in the communication of what we’re
delivering. It’s not just overcommunicating, but being able to make
transparent almost every single part of the thinking, decision-making,
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and impact of what we’re delivering. We can’t just roll out a reward
framework and then be perturbed, like I was, that others would have
such strong opinions about it. We have to communicate the intent of the
framework, the restrictions, and the constraints that might exist, involve
diverse subsections of the team in the process to design it, explore openly
the imperfections and edge cases, and be brutally candid with how we
arrived at the decision to implement the framework. When we strip away
the asymmetry of information, we’ll still have strong opinions on almost
everything we do, but we can separate these into items needing further
consideration and those that we just need to address head-on.
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teams, it can feel like a constant transformation. Small teams without huge
investments in people infrastructure yet are balancing the operational
delivery of their work with one eye on the direction of the business, and
making sure that it’s all aligned.
If you add to this a common investment environment where startups
are receiving an injection of capital every couple of years (usually with
a growth and hiring plan to match), it’s not uncommon to feel that the
answer to work creation is to just keep hiring. However, that’s growth.
Not scaling. And as the business continues to grow the customer and
team base, you’ll start to witness inefficiencies in how the team operates.
Communication becomes more complex and takes a lot longer (picture
the reward framework presentation from the previous chapter and how
that might be different with 500 people instead of 200 people). Work
duplication will start to creep in and, unless the business was already
profitable through the rounds of funding, the inefficiency will be a barrier
to achieving profitability. Culturally, growing like this starts to embed a
problem-solving dilemma. To solve problems, the team thinks the answer
is to hire. But by continuously hiring, you’re increasing the risk of problems
and the impact that they have along with extending the period for which
you feel like you need to keep hiring.
As a manager of a team, I’ve become quite hell-bent on keeping the
team as small as possible for as long as possible. In principle, it sounds
achievable. In practice, it’s a bit of a nightmare. I’ll keep using the People
team as an example for this lesson, but this lesson isn’t company-wide in
terms of the philosophy behind it. It’s applicable across the board.
For a People team to stay as small as possible, two things are
nonnegotiable.
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can you do references on an as-needs basis rather than across the board.
If it’s an employment verification required contractually with customers
or partners, can we outsource it to a third-party integration to automate
checks through our ATS? If we’re still feeling pressure to implement
reference checks, can you constrain the work to a pilot. Set up a sample of
candidates to have references completed, and then at the conclusion of
the sample, debrief on both the time taken to complete the checks and the
value it added to the company. If it’s justified, great, you have a data point
to extend it a bit further. If not, kill it.
This process of managing the work rather than just executing it is
designed to remove as much work as possible and only keep the most
value-adding part to what you’re trying to achieve. And when you look
back in a year’s time, doing this across all People team processes might
be the difference between a ten-person team and a five-person team, and
potentially thousands of hours of low-value work being completed.
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their teams without reliance on the People team. Whenever I join a startup
as their first People team hire, it’s because things need building, or are
broken, or just need attention. This principle means that I want to be
so effective in doing what I came here to do, that I’m no longer needed
anymore, and the business can continue to grow sustainably. That’s likely
unattainable and for good reason, as businesses aren’t stagnant anyway,
but it helps as a mindset to avoid accidentally creating reliance or single
points of failure.
There is also a natural alignment with this mindset with our own
well-being in People teams. One of the initiatives I use each quarter is to
reflect on all of the work I’ve been doing and try and think through ways
I can either stop that work, automate it, or build it in a way that requires
reduced input and time. It means I can simultaneously try and create
redundancy within my role and also create capacity to tackle what is
coming next.
Summary
1. Change is inevitable. Make sure you have enough
breadth in your identity and sense of purpose
outside of your job so that if you no longer have that
job for whatever reason, you have enough in your
life to make sure you wake up the next morning with
a sense of energy, purpose, and direction.
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166
CHAPTER 11
TL;DR
T oo Long; Didn’t Read: A Summary of Text
That Was Too Lengthy
I can’t remember the last book I read cover to cover, even if it wasn’t in one
sitting. It’s not because I don’t like books or think books are interesting. I
just don’t have the attention span. Some of the best books I’ve come across
and have on my shelf are ones where I’ve read parts of it at certain points
when I find them relevant, or I’ve carved it up into small chunks over
months. Sometimes, years.
I always find myself craving a better book summary or way to make
it feel more accessible to me. One where I can get the gist of a book
first, before deciding when and where I will dig deeper to further my
understanding. So it feels appropriate in this book that I give that a go for
those readers who, like me, appreciate a TL;DR to pretty much everything.
This chapter collates the summaries of every chapter beforehand into a
single list of mental notes, principles, and lessons shared in People Ops.
Chapter 2: Leadership
• Identify areas of the company where there is a lack
of leadership capability and accountability, where
the wrong leadership behaviors are playing out, or
where accidental leaders need safety to move out of
their roles.
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Chapter 3: Culture
• Culture is a fluid fabric of systems and behaviors. It’s
how stuff happens, not what’s in the fridge.
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Chapter 4: Inclusion
• Representation matters, but it can’t be the sole aim of
your DEIB work. Start with inclusion and focus on the
pockets of the business at high risk for non-inclusive
outcomes (e.g., leadership behaviors, communication
and meetings, policies and processes that impact
people directly, such as recruitment, leave, and
promotions). Getting this right adds credibility to the
other work you will need to do.
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Chapter 5: Recruitment
• So many parts of the hiring process are broken. We
have an opportunity to do good by people and offer up
a candidate experience with care, speed, and respect at
its core.
Chapter 6: Reward
• Build benefits for the 99% of people who will benefit
from and value them, rather than the 1% that
abuse them.
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Chapter 7: Learning
• Being part of a high-growth startup is a reason to
invest in and focus on learning, not an excuse to do
the opposite. I typically start with the growth and
development culture and nurturing that, nailing
onboarding and building a great team of managers to
amplify impact across teams.
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Chapter 8: Performance
• Managing a team can feel overwhelming trying to get
everything right and avoid all of the pitfalls you’ve
been warned about. It can be helpful to strip it back to
fundamentals. If you do nothing else for the moment,
make sure you help each person in your team answer
these three questions: What am I doing? How am I
going? Where am I going?
• Swap out your “hire slow, fire fast” mentality for one
that is people-first. Hire with purpose. Design a process
to test the critical requirements and components of
the role that allows for decision-makers to arrive at
a conclusion in the quickest amount of time. Fire
thoughtfully, as though it was you or a member of your
family receiving the news.
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Chapter 11 TL;DR
177
Index
A mentors/coaches, 147
ruthless prioritization, 162–163
Applicant tracking system (ATS), 65
time management, 153–154
Asynchronous communication, 142
work acceptance, 161
work duplication, 160
B Covid-19, 135–136, 152
Building from scratch Culture
communication strategies, 6–8 autonomy, 35–37
compensation, 3–4 contribution/fit, 32–35
decision-by-committee, 10–12 diversity, 43, 51
decision-making redeployment, 43
process, 3–5, 10 transparency, 34
drive self-service, 9, 10 values, 44
employment terms, 6 workforce-reduction, 40
magpies, 12–14
recruitment process, 11,
70, 71, 126
D, E
unscalable solutions, 8 Diversity, equity, inclusion, and
belonging (DEIB), 50,
51, 54, 55
C
Careers, 147
calendars, 154 F, G, H
communication, 157 Flexible vs. remote working
make-yourself- flexibility, 140–141
redundant, 163–164 hybrid, 140
meeting-free blocks, 154–155 remote, 139–140
I, J, K P, Q
Inclusion, 49 Performance
biases, 60 deferred feedback, 130–131
compensation framework, 59 forced distribution, 129–130
diversity, 47, 50–51 goals and underperformance,
gender pay gap, 55–57 117–118
intentions, 54–55 hire slow, fire fast, 125–127
leadership, 51–52, 168–169 mindset/behaviors, 117
pay transparency, 82–88 OKRs, 120–122
progression, 58–59 outgrowing startups, 122–125
recruitment, 58, 171 rating emphasis, 131
review bias, 130
L, M, N, O
Leadership R, S, T, U, V, W, X, Y, Z
accidental leaders, 22–23 Recruitment, 63
accountability, 19 best offer first, 68–69
completeness, 19 candidate experience, 69–71
development perspective, 24 comparison effect, 73–74
feedback, 28, 29 job application, 64–65
investment, 17, 19 negotiation process, 66–69
progression frameworks, 23–24 transparent salaries, 66
psychological safety, 24–26 Remote working, 135
wrong leaders, 21 burnout, 143–144
Learning, 103 Covid-19, 135–136
career advice, 109–112 culture, 138–139
growth culture, 104–105 dirty laundry, 136–139
onboarding, 106–107, 142 exceptional managers, 141
peer feedback, 113–114 onboarding, 142
perception, 114 performance, 137
perfect-resignations, 115 synchronous/asynchronous
progression, 103, 104 communication, 142
180
INDEX
181