Tech-talk
"Talk to Frank. He is our resident computer guru." That is how the conversation started that got me thinking about how managers evaluate and utilise technical personnel in their companies.
The reason that I started thinking about it is that Frank got on the telephone and proceeded to give me a paragraph of pure 'bunk' about the computer system problem they were having. Not only was it apparent that Frank did not know much about computer systems (including the one he was supposed to service), it was clear that he had fooled his employer into thinking that he did.
Frank's manager holds an administrative position in Frank's company, and does not have a computer background. Judging from the quantity of fake tech-talk that Frank gave to me, I could easily imagine the volumes of 'techno-baloney' that he heaps upon his manager every week.
This is a much more extreme example than what you generally find. But it does suggest that a review of the way we evaluate and manage technical personnel would put us in a position to obtain much better results from our efforts.
Our own in-house personnel would benefit, and so would our customers and others with whom our technical personnel come in contact. A poor impression created as part of a sales, service, or telephone tech support effort can be costly. As a popular business inspirational poster states: "It takes months to win a customer, but only minutes to lose one."
Technical proficiency
There are a number of elements that contribute to a person's technical proficiency. They are listed in the sidebar below entitled 'Ingredients for technical proficiency'. Different jobs or roles in a company or activity can require varying combinations and amounts of these ingredients.
Too many or too much of the ingredients results in a person who is over-qualified for the job, and who will have difficulty in obtaining satisfaction on the job because his abilities are underutilised.
Too few or too little of the right ingredients results in a person who does not or cannot perform satisfactorily on the job. The individual is put in a losing position. Those who depend upon his or her performance become frustrated and dissatisfied, and are sometimes prevented from performing their own jobs fully or easily.
Evaluating technical positions
If we clearly define our classifications for technical positions, and determine which ingredients for proficiency are required, desired and optional, we can shed sufficient light on technical personnel requirements to increase our ability to fill positions successfully.
Rather than invent new terms, let us examine the ones we already use everyday: Novice, Nerd, Techie, Specialist, Mentor, Expert, Guru and Genius. (See the sidebar below entitled 'From novice to genius'.)
Novice
A novice or beginner is a person who has learned the basics of a subject, and who has enough knowledge in one or more areas to be able to work effectively in them. A novice will require guidance and supervision, because he is lacking in experience.
There are many reasons for employing a novice. A novice starts at the beginning pay rate. As a novice progresses in knowledge he can learn company-specific methods and practices along the way. He will not have to 'un-learn' contrary or bad methods and practices learned elsewhere. Novices come fresh out of school, or are educated through on-the-job training programmes.
A novice should have a personal plan to advance to a higher level. The plan should be in accordance with company opportunities and can include company-provided or company-sponsored education. The plan should also be known to his immediate manager, who can help synchronise his work responsibilities and assignments with his studies.
Techie
A techie has moderate or better skill in one or more areas of a technical subject. He usually also has an observably high interest in the subject, and is a reliable source of information about the subject.
A real techie does not 'put on airs' or pretend knowledge that he does not have. Although a techie may have some difficulty putting information into layman's terms, he does not intentionally baffle people with technical jargon.
A techie can usually work well both alone and with others. If he cannot work well with others, he is actually classifiable as a nerd.
A techie is solution-oriented. If he balks at problems, or brings them to his manager without first researching or attempting to find a solution, he should be reclassified as an advanced novice.
Nerd
A nerd manifests a single-mindedness towards his chosen technical subject, and may range from being a novice to being quite accomplished in it. The subject occupies his thoughts continuously, and is usually the sole topic of his conversation. His lack of interest in the rest of the world's activities makes him somewhat of a social misfit. He also has a tendency to wander off down technical 'alleys' unrelated to the job at hand, and so usually requires clear instructions and close supervision.
Too many nerds in one technical activity can have a 'cross-pollenisation' effect, where they keep distracting each other with interesting technical information that does not advance the work at hand.
Nerds will often work at the low end of the pay range for their skill level, in order to have the opportunity to be 'hands-on' with advanced technical equipment, or to get exposure to advanced technical information. Nerds will often put in extra time on their own to tackle an interesting technical problem. The reverse can be true for uninteresting problems, where attention must be enforced to get the job done.
Nerds generally do not handle customer contact and front-line technical support well. They have little patience with those who demonstrate less technical knowledge. However, they can provide excellent technical backup to customer support activities, when there is sufficient challenge involved in solving technical problems. If the pros and cons of a nerd fit the technical position, a nerd can make valuable technical contributions to the activity.
Specialist
A specialist is highly skilled in, and is devoted to (at least on the job), a particular occupation or subject. He has full personal command of the subject. He communicates clearly and accurately in both verbal and written form.
Often a specialist can learn to be an excellent project manager, and as such will not be fooled by technical double-talk from project members. A specialist who likes working with people can make an excellent trainer. Specialists usually have many non-technical attributes, which help to maximise their value, such as high initiative, good work habits, and the ability to see the long-term situation.
Invest in your specialists to get even better results for your company.
Make sure you have appropriate time and funds budgeted for seminars, professional meetings, pertinent publications and knowledge-sharing activities.
Allow time for a specialist to share some of his knowledge in your industry through authoring technical articles, if he is so inclined. (You do not have to wait for your specialist to attain expert status to do this.) If the majority of your specialist's technical knowledge is proprietary to your company, there are still non-proprietary things of value that he can write about, such as best practices and industry trends.
A specialist can become so valuable to your company, especially if the company grows in size, that the demands on his time and talents become exorbitant. If this happens, it is time to make him a mentor and create more specialists like him.
Mentor
A mentor is a specialist who passes his knowledge on to others. They look to him as a counsellor or teacher. Mentoring usually occurs as part of an on-the-job working relationship, although a person's mentor can be someone outside of the day-to-day work environment.
Mentors love their field and the people in it. They take personal satisfaction in the success of others, whether or not they get public credit for their part in it.
Mentors usually pass on more than technical knowledge, and inspire others by their own good example.
Expert
Experts can exist inside and outside of your company. Experts are very often independent consultants or part of a consulting group or company. An expert has mastered his subject and has extensive experience in it. He can quickly analyse or assess technical situations, and can provide accurate advice to others. When the advice is extensive, it takes the form of a plan, study, design or technical paper. It takes planning and preparation to effectively utilise an expert's time, especially when that expert is within your own company.
When you have an expert in-house, get him an assistant. If your expert is also a manager, the assistant should be an assistant manager. The last thing you want to do is bog down your expert in handling matters or situations that do not really require his expertise.
If you have an in-house expert, your company has special opportunities available to it. Your expert should serve on industry standards committees and be active in shaping the future direction of the fields in which your company operates. Your in-house expert can advise local community groups or help with local government programs if appropriate.
Do not stagnate an expert. Whatever programs and actions brought him up to expert level, do not discontinue them. No areas of expertise stand still. The forefront of knowledge advances and your expert must continue to advance as well.
If he operates as an expert long enough, and continues to expand his knowledge of his field, he may very well become a guru.
Guru
There are industry gurus, local gurus, and resident (in-house) gurus. A guru is more than an expert. He is a trusted expert and a leader. He is someone who understands and can apply the philosophy and concepts of a subject to a wide range of circumstances, including new circumstances when they arise. He not only advises others technically, but enhances their understanding of the subject in the process. He is a teacher.
Most people equate 'guru' with 'expert' or even 'techie'. That is not correct.
The objective of an expert is to solve the problem, to address the technical issue. The objective of a guru is the technical enlightenment of others. He understands the technical subjects, but also understands the people involved in those subjects. He knows that people apply technology, and that it is the people side of the equation that makes it all work.
A guru inspires people with his knowledge. By increasing their understanding, he makes them feel bigger, not smaller.
Gurus write inspiring and clearly understandable material and often initiate widespread advances in their companies and in their fields by virtue of communicating breakthroughs clearly to others.
If you have an in-house guru, it is he who should address your board of directors on technical issues. Einstein once said, "If you cannot explain it to a six-year-old, you do not understand it yourself." A guru does understand it well enough to make such explanations without losing accuracy or perspective in the translation. His vitality for the subject comes across in an understandable way, and makes the subject that much more 'real' to his audience.
Gurus and experts both can be subject to attacks occasioned by the jealousy or fear of those less knowledgeable. If it happens, make a note of the detractor and the incident. Here is someone who is trying to destroy, in whole or in part, a valuable asset of your company. Do not ignore such actions or be too quick to write them off as 'personality conflicts'. No one is perfect. Anyone has faults that can be criticised. But excessive criticism of a guru or expert is a sign of someone with a personal agenda that is greatly at odds with your company's best interests. Your gurus and experts deserve defense when their expertise and helpfulness is under siege. Be eager to defend or help them.
Genius
A genius is a person of extraordinary intellect and talent. When that intellect and talent are applied to a particular field or subject, the result is usually one or more contributions of singular magnitude. A genius does not have to be a specialist in a particular field to be a genius, but this is often the case.
The word 'genius' is often associated with 'eccentric', but a genius does not have to be eccentric. If he is, he is forgiven for it due to the high value of his original contributions to his field or to those who work or associate with him.
An eccentric expert is not a genius, although such persons are often regarded that way by non-technical people. A real genius will be interested more in his subject or field than in how he is regarded by others.
An eccentric expert can fall victim to misplaced admiration and may for a while carry on with an exaggerated sense of self-worth. Real value lies in advancing your field or your company's activities as well as your own abilities, not in advancing yourself through exhibition or pretence.
A genius is way beyond being an expert in a subject, but may or may not have guru qualities. When he does, the benefits of his work and knowledge are much more immediate.
A genius's technical writings and spoken words may be understood by only a few technically advanced persons. It takes time for the ideas to be understood, and to be clearly communicated to others. Sometimes the genius's view and perspective of technology or society gives rise to visions of the future. These visions seem to the genius to be the inevitable extension of current and past situations, although they are often met with incredulity by those with a lesser perspective. For these reasons many geniuses are said to be 'ahead of their time'.
One or more persons of genius calibre can often be found at the centre of a company's advanced technical development.
When you have a genius, you will benefit the most by surrounding him with gurus and experts. The gurus are needed to grasp and translate the visionary and philosophical aspects of the technology. The experts are needed to apply them to obtain the technical benefits that advance the company's purpose. Teams of incredible value and power have been built this way.
Ingredients for technical proficiency
Not all jobs or tasks require each ingredient. Depending upon the situation, some ingredients will be more important than others. First determine which ingredients (and how much of each) are required, desirable or optional.
This checklist can help you to evaluate someone's suitability for a job or task. It can also be helpful in assembling a team that will possess all the required ingredients, even when no single team member does.
Ability - mental or physical power to do something well.
Aptitude - interest in a subject combined with quickness in learning and understanding that subject.
Capacity - condition that permits a person to acquire an ability.
Cleverness - quickness and originality in applying a subject.
Competence - the degree to which someone can perform satisfactorily in a particular field, or in life in general.
Experience - an accumulation of knowledge or skill through active participation in events or activities.
Expertise - mastery of a subject and the ability to effectively advise others.
Knowledge - understanding gained through experience or study.
Mastery - full personal command of a subject.
Professionalism - acting in accordance with the standards of a profession or occupation.
Skill - proficiency in applying knowledge of a subject.
From novice to genius
Definitions of commonly used terms.
Novice - a person with basic knowledge of a subject, and who can work effectively in one or more of the basic areas of the subject. Usually requires guidance or supervision.
Techie - a person of moderate or better skill in one or more areas of a technical subject.
Nerd - a person who is single minded or accomplished in technical pursuits but is considered to be socially inept; can be a Novice or a Techie.
Specialist - a person highly skilled in and devoted to a particular occupation or subject, who has full command of the subject and is capable of clear and accurate verbal and written communication about it.
Mentor - a specialist who passes his knowledge on to others who look to him as a counselor or teacher, usually as part of an on-the-job working relationship.
Expert - a person who has mastered a subject and has the ability to effectively advise others as well.
Guru - a knowledgeable and trusted adviser in a field or subject, who understands and can apply the philosophy and concepts of a subject to a wide range of existing or new circumstances. A guru not only advises others, but significantly enhances their understanding of the subject as well. Gurus write inspiring and clearly understandable material and often create breakthroughs and advances in their field.
Genius - a person of extraordinary intellect and talent, usually applied to a particular field or subject in which the person is an expert. If he is eccentric he is forgiven for it due to the high value of his original contributions to the field. A genius is way beyond being an expert but may or may not have guru qualities. His technical writings and spoken words may be understood by only a few technically advanced persons in the subject.
Ray Bernard is board-certified as a physical security professional (PSP) by ASIS International. Ray is the principal consultant for Ray Bernard Consulting Services (RBCS), a US-based firm that provides high-security consulting services for public and private facilities.
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