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Managing the Perks and Pitfalls of Proactive People

2017-09-28 13:28:09

Lotte Glaser, Eva de Mol

September 26, 2017

Companies need proactive employees. Proactive employees do more than they are

supposed to, are good at realizing ideas, and work to overcome resistance to

change. They are essential for suggesting, developing, and sustaining

innovative new projects and for helping companies stay competitive.

But being proactive at work involves risk. Entrepreneurial employees often are

not rewarded for being proactive. In fact, many face obstacles when trying to

innovate in their organizations. For example, pushing for change without being

told to can ignite resistance from supervising managers and fellow colleagues.

And there is a chance that an initiative might be poorly timed or carried out

inappropriately.

Not surprisingly, studies show that people who are more likely to show

initiative also like to take risks. But what remains unclear is how this

preference for risk-taking influences proactive employees actual performance.

This led us to wonder how organizations can exercise control over proactive

employees without overly constraining them. On the one hand, top managers need

to provide autonomy so that middle managers feel comfortable taking initiative.

On the other hand, top managers must prevent middle managers from taking on too

much risk, which can lead to negative performance outcomes.

How can top managers guide proactive behavior so that good ideas make it to the

finish line? One of us (Lotte) conducted a study, published in the Academy of

Management Journal, to explore this question. It tracked 383 middle managers

operating in 34 business units of a multinational in the logistics service

industry. The company has 160,000 employees worldwide and continues to grow. At

the time, the company reported annual revenue of $17 billion, and the board had

just announced an effort to promote entrepreneurial behavior among middle

managers to stay ahead of the competition.

We contacted middle managers, who directly reported to the top managers of each

business unit, asking them to complete a survey capturing their tendency to

take initiative, their propensity for risk-taking, and the amount of autonomy

they have in their jobs. Glaser also surveyed their top managers about the

extent to which they encouraged employees to set challenging goals and to

support each other.

Alongside the survey, we interviewed 30 of the managers, asking middle managers

about specific initiatives they had undertaken and how these were managed, and

asking top managers about their approach for guiding and challenging their

middle managers initiatives. A few months later, we collected year-end

performance appraisals for the middle managers; the appraisals determined their

compensation for next year.

Our results showed that although the majority of the middle managers (93%)

reported being proactive, the middle managers who also reported being more

likely to take risks (54%) had worse performance appraisals. Moreover, we found

that a middle managers appetite for risk reduced the performance of their

proactive initiatives.

The Critical Role of Top Managers

What s interesting is that the top managers approach also affected middle

managers appraisals. Top managers who failed to guide, challenge, and stretch

their more proactive middle managers were more likely to give negative

performance reviews. But top managers who more effectively managed proactive

employees goals gave better performance reviews. Let s take a closer look at

these two types of top managers.

The first group of top managers reported rigidly sticking to existing

performance appraisal systems. In these existing systems, the middle managers

performance review took place on a strict quarterly basis, and it included only

the key performance indicators (KPIs) for the ongoing traditional projects

middle managers worked on, and excluded KPIs for the proactive projects. Due to

spending time on proactive projects, middle managers did not achieve their KPIs

for the traditional projects for that year, resulting in negative performance

reviews.

The other group of top managers reported managing performance appraisals in a

more entrepreneurial manner. First, they included the objectives of proactive

projects in the performance review and rewarded middle managers if these KPIs

were met. On top of that, this group of top managers carefully guided their

middle managers as they worked on those proactive projects. They said they

helped them set challenging goals and encouraged a trial-and-error strategy of

continual testing and adapting ideas. They scheduled monthly meetings to

discuss progress and ensured the projects were kept in line with the overall

company s strategy.

This continuous dialogue seems to have helped, as these middle managers saw

better performance outcomes. Our findings suggest that these middle managers

took on the right kinds of risks and avoided the wrong ones. Two examples from

our data illustrate how different approaches by the top manager approach can

influence performance outcomes.

Max, for example, received great support by his supervising top manager, Bob,

while working on a proactive project. When Max started the project, he sat down

with Bob to discuss the full project outline and set clear milestones. Bob was

aware of Max s appetite for risks, so he knew that he had to devote extra time

to keeping Max in line. Max suggested implementing a piece of new technology to

improve the efficiency of his product line. However, for product line personnel

to use the technology, an extensive training program would be required, making

the initiative a risky endeavor. So during a 15-minute coffee chat that Max and

Bob had early on about the project, Bob signaled the problem: The idea involved

too much company cost. Bob advised Max to look for less drastic innovations,

and connected him to a friend working in the same industry to get inspiration

for an alternative solution. In the end, this timely intervention led Max to

implement an innovative but less expensive piece of technology, which yielded a

very strong performance review for Max.

Compare this with Max s colleague George, who had a similar appetite for risk

as Max. When George told his supervising manager that his product line could be

more efficient, he was told to figure out to prepare a plan to change the

product line. After working on this plan for months, George, just like Max,

proposed a new technology that would save labor costs and increase revenues in

the long run but that would require training all product line personnel. Not

only had George worked out the full proposal, but he had also already incurred

significant costs for his own retraining. George s manager told him to put the

project on hold, pointing out how this initiative didn t align with the company

s values and was way too costly. Since George had spent most of his time

working on this project, he ended up missing his actual unit targets for his

ongoing projects, and his manager was forced to give him a negative performance

review.

Managers play a significant role in helping employees manage the risks of being

proactive. They need to provide autonomy so that people feel comfortable taking

initiative, but they must also prevent people from taking on too much risk.

Some proactive ideas may fail to get off the ground, let alone create value for

your company; some may even cause more problems than they solve. But creating

an open dialogue about their goals, offering guidance, and keeping the

trial-and-error process in line with your company s strategy can go a long way.

Let employees rock the boat, but gently.

Lotte Glaser is an assistant professor at the Strategic Management &

Entrepreneurship department of the Rotterdam School of Management, Erasmus

University. Inspired to build a bridge between the academic and business world

she combines this role with a unique corporate position where she advises the

next generation of family business leaders at Cofra Holding. Her research

focuses on multi-level antecedents and consequences of intra- and

interorganizational networks, corporate entrepreneurship, and organizational

paradoxes.

Eva de Mol worked on her PhD at the VU University Amsterdam and Berkeley Haas

Business School. In her research she examined the effects of entrepreneurial

team composition on venture performance. Eva works as an investment

professional in Dutch private equity where she implements her research findings

in a practical context. Her research interests include scale ups, teams and

investing.