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Fri 5 April 2024
It is crucial for managers to advocate for their team in a deliberate and intentional manner to promote a positive work environment. In meeting with executive leaders, managers should prioritize the needs of their team as a whole in order to be optimally productive. 

However, sometimes executive leaders can be a bit out-of touch on the day to day details of teams activities. Unrealistic expectations can lead to burnout, turnover and massive inefficiencies, producing problem areas for all levels of an organizational hierarchy. 

How can managers advocate for the needs of their team without compromising their own ability? How can direct reports voice their needs to their manager without affecting their work ethic or commitment?

To better analyze the impacts of this situation, consider Alex who is a manager of a mid-size team at a large accounting firm. Alex’s superior is Sophia, a director, who is responsible for eight groups similar to Alex’s across the office. In meeting with his team, Alex realizes that his team has been asked to work significantly more hours this past month compared to previous months. In continuing the conversation, Alex is stunned to hear that many members of the team have felt overworked and exhausted over the past month. Individuals on the team voice their concerns and request for a reduction in work, lowered expectations, a clear plan to help them achieve some semblance of balance, or a combination of these outcomes. 

Now, Alex must meet with Sophia and explain the circumstance, while trying to demonstrate that this is not a representation of ability or willingness to work, but a result of the psychological safety and productivity expectations set for Alex’s team. 

When Alex has his meeting with Sophia, there are a couple of important factors he should keep in mind in order to find the best results for his teams productivity and contributions to the company. Rather than beginning the meeting with an accusation of overworking employees or assigning too heavy of a workload, Alex should explain this situation to help Sophia better understand the effect on the team. 

When Sophia begins to discuss the new work assignments for this month, Alex could ask a question like “Where should this be on the priority list?” This question respectfully points out that his team is working on several assignments and puts the responsibility on Sophia to recognize the tasks the team is already working on. Additionally, this gives Sophia an opportunity to explicitly state what the main focuses are, enabling Alex to prioritize these goals across his team. In any circumstance, it is crucial for managers to advocate for their teams while still prioritizing the needs of the business. 

Here are 5 tips for managers to be better advocates for their direct reports: 
  1. Encourage Communication
Encouraging communication enables managers to better understand their direct reports. Through increased communication, managers should be able to find fixes and suggestions to improve the experience, lives, and workload of their direct reports. For example, in the scenario above, Alex’s team could have previously shared their feelings of burnout and exhaustion, allowing Alex to discuss with Sophia in advance and better plan the workload for his team. Communication between managers and their direct reports will optimize productivity and quality of work throughout a team. 
2. Collect Feedback
As always, a crucial part of success in a leadership role is collecting feedback. If managers work to collect constant feedback, they will better understand the lives of their direct reports. Managers could consider utilizing software such as AIM Insights to collect continuous feedback on performance measures and goal attainment. With a tool like this, managers can view the work put in by their direct reports and alter expectations to meet the needs of the team and business. 
3. Set Goals
Setting goals sets an expected standard for a team. With these goals, members of the team can have a better understanding of the work they should be inputting. In the case of Alex and his team, if he had set an hours-based goal for the team, these members may not be experiencing such burnout. Setting goals is a great method of communication for managers to set clear forecasts for direct reports. In practicing SMART goal setting, managers could consider using software such as AIM Goals to help set specific, measurable, attainable, relevant, and timely goals. 
4. Use Quantitative and Qualitative Data
In serving as an advocate for their team, managers' use of employee data and feedback is an extremely impactful tool for guiding a discussion. In the case of Alex and Sophia, Alex should bring the monthly productivity or hours worked reports as a demonstration of the work that his team has been inputting. With this quantitative data, Sophia will better understand the pressure and workload put upon these individuals. 
5. Prioritize Work-Life Balance & Psychological Safety
In working as an advocate to create an ideal team environment, it is crucial for managers to put work-life balance and psychological safety at the forefront of their focus for teams. Psychological safety focuses on ensuring a compatible and inclusive environment in the workplace and throughout teams. With psychological safety prioritized, individuals will feel encouraged and valued to share their opinions and thoughts, even if they oppose those of the group. In focusing on promoting work-life balance and psychological safety, managers should work to lead a team that values learning from mistakes, innovation, sharing ideas, and setting transparent goals for growth.

Serving as an advocate is not easy. It is challenging for individuals to represent and speak on behalf of others but, working in the best interests of their team, advocacy is a crucial component of leadership. In learning to advocate for other individuals, it is essential for professionals to prioritize transparency and accountability along the process. Additionally, if managers feel they need additional assistance, they should consider joining an executive mastermind group. Joining an executive mastermind group allows individuals to discuss scenarios with leaders with similar experiences in the workplace. As always, managers need to remember that change may not happen immediately and will take time to see the effects across a team. However, when individuals feel valued within a team, they are more likely to demonstrate increased job satisfaction and organizational commitment. Serving as a representative for a team is an integral component of leadership and allows great opportunities for managers to grow as well.
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