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Getting Started with PTO

Date post: 09-Aug-2015
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© Copyright Leslie Perlow
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Page 1: Getting Started with PTO

© Copyright Leslie Perlow

Page 2: Getting Started with PTO

© Copyright Leslie Perlow 2

Agenda

• Cycle of responsiveness

• Power of PTO

• Winning formula

• Collective goal

• Structured dialogue

• Common objections

• Holding feet to the fire

• Norms and expectations

• Measuring progress

Page 3: Getting Started with PTO

© Copyright Leslie Perlow 3

Cycle of Responsiveness

Adapt and adjust to make it possible to be on

Available more, others start making requests

Self-imposed pressure to respond

Culture of responsiveness Pressure

to be on

“To succeed, I have to be responsive.”

“I make sure I’m always accessible.”

“Many requests are not urgent but I am available and want to be perceived that way, so I respond. Besides, I like to keep up on my work.”

“Everyone here is tethered to their BlackBerry 24/7.”

“Others know they can count on me being accessible.”

How genuine pressure to be on gets amplified through our own actions

Page 4: Getting Started with PTO

© Copyright Leslie Perlow 4

Purpose of PTO

· Break the cycle of responsiveness

· Help team members work together to change their actions and interactions

· Reduce the bad intensity and increase the good intensity

· Create a win-win, benefiting both team’s work process and team members’ work-lives

Page 5: Getting Started with PTO

© Copyright Leslie Perlow 5

Winning Formula

+ =Collective goal of predictable time off

Structured dialogue

Better work and better lives

Page 6: Getting Started with PTO

© Copyright Leslie Perlow 6

Collective Goal

· Of personal value to all of us

· Means to as well as end

· Collective and shared

· Small and doable

· Concrete and measurable

Page 7: Getting Started with PTO

© Copyright Leslie Perlow 7

Structured Dialogue

· Regular meetings– Attendance mandatory

· Focus on work process– Pulse check– Tummy rumbles

Focus on achievement of goal– Calendar review

Page 8: Getting Started with PTO

© Copyright Leslie Perlow 8

Pulse Check

How are you feeling?

How much value are we delivering to the client?

How satisfied are you with your learning?

Is the current operating model sustainable for you?

Page 9: Getting Started with PTO

© Copyright Leslie Perlow 9

Tummy Rumbles

· Worry that client teams won’t produce / deliver, and once again, we’re left holding the bag

· Questions about client resources for internal teams–both competency and their ability to take over: am not sure they understand exactly what we are doing (playbook, documentation, etc.)

· We’re doing lots of “transitional analysis” across all departments – what is highest priority vs. nice-to-haves?

· Are we lacking (client) IT coordination to deliver the scorecard as we’ve designed it?

· We have a lot of key meetings scheduled on Fridays

· Finding it difficult to schedule time with Client X

Page 10: Getting Started with PTO

© Copyright Leslie Perlow 10

Calendar Review

Bill1

11

21

31

28

14

7

22

29

15

8

23

2

30

16

9

24

3

31

17

10

25

4

1

18

Recruiting (LA, all day) - MarkRecruiting (CHI, all day) - Bill

Recruiting (BOS, all day) - Mark

Vacation - Lisa

Debrief SVP with COO

Training - Bill Training - Bill

Training - Mark

Team lead meeting

Debrief SVP with Client B

Prep with B for SVP update

Vacation – Charlie

SVP UpdateClient A update (8:00 – 8:30)

Prep Client B for SVP update

SVP Update

Recruiting (SF, evening) - Lisa

Client A update (8:00 – 8:30)

Client A update (8:00 – 8:30)

Client A update (8:00 – 8:30)

Client A update (8:00 – 8:30)

Lisa, Bob

Lisa, Bob

Bob

Lisa, Bob

Lisa, Bob

Charlie Mark

Mark

Mark

Mark

Bill

Bill, Lisa

Bill

BillCharlie

Charlie

Charlie

Mark

Monday Tuesday Wednesday Thursday Friday

Page 11: Getting Started with PTO

© Copyright Leslie Perlow 11

Holding Feet to the Fire

· Sometimes:– We will need to let go of the rules of engagement

or – We will decide change is not desirable after exploring the

possibility But far too often:

– We will be inclined not to try hard enough first

We must share the responsibility to push ourselves to keep trying to adhere to the rules of engagement

Page 12: Getting Started with PTO

© Copyright Leslie Perlow 12

Common Objections

Not possible for me

Not relevant for me

I don’t want this

It will result in entitlement

Too much burden on me


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