7.5 Staff Development and Retention: Laurie Dreyer-Hadley, Kathleen C. Maurel, and Debra Fiori
7.5 Staff Development and Retention: Laurie Dreyer-Hadley, Kathleen C. Maurel, and Debra Fiori
7.5 Staff Development and Retention: Laurie Dreyer-Hadley, Kathleen C. Maurel, and Debra Fiori
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7.5 Staff Development and Retention
Laurie Dreyer-Hadley, Kathleen C. Maurel, and Debra Fiori
Developing a staff of architects requires special attention to, and recognition of,
the creative work of the profession. Training can be formal or informal, but it
must be ongoing.
R
etaining talented staff should be one of the highest management priorities of any
architecture firm. This is because it is generally understood that employees are
the most important resource in a firm.
Keeping your best people starts with paying close attention to a firm’s human
resources. This includes maintaining a supportive culture, careful supervision, thor-
ough communication, appropriate use of praise and criticism, a system for formal
appraisals, reasonable benefits, and consistent salary administration. Where appropri-
ate, it is also helpful to provide paths to leadership and possibly to ownership in the
firm. The important thing is to find a way to manage the firm and the people within it
with sensitivity to the aspirations of the firm and its projects, on one hand, and those
of its people, on the other.
Managers often assume their job expectations and desires are different from those
of the individuals they supervise. However, managers and their employees usually have
many shared expectations that affect retention. Among them are the desire for
• Recognition of work done
• Open communication about the firm’s goals and values
• Job stability and security
• Competitive wages
Many in management assume that high wages are the key to staff retention, but in
reality, wage discussions are often an opportunity for an employee to bring up other
Debra Fiori is director of human resources for Parsons Company, an international engineer-
ing, architecture, and construction management company based in Charlotte, North Car-
olina. This topic is adapted from “Staff Development” by Kathleen C. Maurel and Laurie
Dreyer-Hadley in the 13th edition of the Handbook.
EFFECTIVE SUPERVISION
The secret of good human resources management is to manage each staff person as an
individual. A great deal of guidance exists on how to do this, but most research on moti-
vating professionals centers on two factors: challenge and recognition. Professionals
seek challenging work and recognition for doing a good job. It is significant that mid-
career professionals who leave their firms after years of service cite such reasons as, “I
wasn’t appreciated,” “I didn’t know where I stood,” and “I couldn’t see where I was
going in the firm.”
agement may view project budgets as confidential and keep them from the project man-
agers responsible for project performance.
This is not to suggest that every firm should become a democracy, with every staff
member privy to the agonizing decisions of the firm’s leaders. Instead, thoughtful deci-
sions should be made about what types of information will be shared with the staff,
bearing in mind that it is unfair to hold staff members responsible for situations when
they may not have the knowledge to assess them properly.
Most people become anxious in an atmosphere of uncertainty. Thus, management Because so many architecture
decisions that affect an entire firm are best received when they are quickly and clearly firms are small, many architects
communicated to everyone at the same time. learn to supervise in the crucible
Generally, though, communication should be taking place consistently on several of everyday activity.
levels, including these:
• Informal, everyday contact. This involves staying in touch and providing—via a short
note or e-mail message or in person—a point of guidance, a bit of praise, or a word
of criticism or just asking, “How’s it going?”
• More formal, regular forums for communication. Smaller offices might hold biweekly
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officewide meetings; large offices might meet regularly by studio, department, or
project. Project teams, or the whole office or studio, might meet to review projects
in progress.
• Off-site meetings for the owners or the management team. These provide an uninter-
rupted occasion to step back and examine the progress of the firm as a whole. If
held regularly, such sessions can be invaluable planning tools for the future. As well, Developing Leadership Skills
they can be highly motivating for the people involved. (7.6) covers basic leadership
• Social events. When sponsored by the firm, social events encourage informal com- concepts and describes practical
munication and can help staff members build relationships with one another. tools for leadership training.
• Identify training and development needs and develop the firm identify and determine ways to develop manage-
plans to address them. ment potential. They help in firm planning, and they can
become part of the process of determining promotions and,
• Establish short- and long-term professional goals and
when necessary, layoffs.
plans for reaching them.
Many firms are beginning to focus their appraisal
• Determine personnel actions—promotions, termina- process on shared future goals and professional develop-
tions, etc. ment rather than concentrating strictly on past behavior. In
• Serve as a basis for pay decisions. this way, the process becomes a career planning tool for the
• Enable an employee to provide feedback to the manager. employee and part of the firm’s strategic plan. Some firms
also include an opportunity for employees to evaluate their
managers and the firm in general, which can provide
DEFINING THE PERFORMANCE healthy and innovative input for the firm’s management.
APPRAISAL
Timing
The purpose of a performance appraisal is to improve
performance. Performance appraisal can be defined as To be effective, appraisals and professional development
planning should be done at regular intervals. Research
• An ongoing process, not an annual "event" shows most firms conduct reviews once a year, although
• A dialogue between the manager and the employee, some management consultants recommend semiannual or
not just a communication from manager to employee even quarterly reviews. Everyone in the firm may be
• An opportunity to reinforce the firm’s mission, values, reviewed during the same time period, or reviews may be
and culture, not to focus on irrelevant factors
related to the anniversary date of employment.
Some firms have recently shifted toward team reviews
• An opportunity to acknowledge success and discuss
and assessments. These peer reviews can be more effective,
positive outcomes, not solely an enumeration of mis-
since they are seen as more constructive and less judgmen-
takes or deficiencies tal than a traditional discussion with management.
• A process based on job performance and behavior, A firm needs to determine whether formal perform-
objective facts, specific examples, and results, not on ance appraisals will occur at the same time as compensa-
subjective opinions, "hunches," the employee’s "atti- tion evaluations. Some argue that separating the two events
tude," or generalizations allows for more concentrated discussion of performance.
• A process in which the reviewer serves as coach and Others insist that doing both at the same time emphasizes
the directness of the relationship between performance and
counselor, not merely as judge
compensation.
• An opportunity to summarize and reinforce what has
been discussed in the past, not an opportunity to sur- Evaluation Factors
prise the employee with new information
Each firm should develop its own evaluation factors that
directly express its values, goals, objectives, and priorities.
Factors should always relate to work requirements and not
to an employee’s personality traits.
• Increase in knowledge
• Organizational ability
• Quantity and quality of work
• Creativity
• Analytical ability
• Communication skills
• Degree of initiative
• Staff relations
• Adaptability to change
• Client relations
• Progress toward goals
• Mentoring of others
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It is common to determine a rating system for such factors, usually a three- to five-
part scale ranging from “unsatisfactory” to “outstanding.” Most approaches encourage
additional comments; many require them for ratings at either end of the scale. In addi-
tion to—or in place of—rating scales, performance appraisals may include essays (open-
ended questions about performance), forced-choice evaluations (the reviewer selects
between pairs of positive and negative performance assessments), discussion of critical
incidents (specific examples of commendable or poor performance), results-oriented
evaluations (comparing results with goals established earlier), and other approaches to
framing the dialogue and doing the evaluation.
The key to a meaningful process is communication.
PERFORMANCE APPRAISAL CHECKLIST
Whatever system you choose, the essential intent is to have
meaningful communication with staff about performance Following is a rough outline of steps to be executed in
and future goals and learning opportunities. the performance appraisal process:
Documentation
Discussions of unsatisfactory performance should be clearly documented in an
employee’s human resources file. A chronological record of unsatisfactory work is a
useful defense against unjustified claims of discrimination or wrongful discharge fol-
lowing an employee’s demotion or termination. Be careful not to use the perform-
ance appraisal only as a documentation opportunity for poor performance. If this
process becomes known as a dismissal tool, an environment of distrust can develop.
Use the review documentation to reflect achievements and successes as well as poor
performance.
To: Employee
From: Manager
Over the past [period of time], your performance has been below expectations. [If there have been past discussions
with the employee regarding his or her poor performance, indicate this and the dates of the prior discussions. If the firm
has tried to assist the employee in improving performance, indicate this.]
[Describe specifics of poor performance.]
Based on this information, you are being placed on a [indicate time frame] performance improvement plan. It is imper-
ative that you improve your performance as outlined below. Failure to show immediate improvement may result in further
disciplinary action up to and including termination of your employment.
In order to assist you in improving your performance, we have outlined an improvement plan. [List specific action items
that the employee must accomplish to improve his or her performance.]
[Insert employee name], it is our goal to assist you in improving your performance. We fully expect that you can make
these adjustments.
Company Name
Company Address
Project: Date:
Please sign below indicating you have read and received this memo.
Everyone has a natural tendency to avoid conflict, but it is the responsibility of firm
managers to manage all performance—the good and the bad. Failing to address an
obvious performance problem can send a message that substandard performance is tol-
erated and acceptable. Also, an employee may not even know there is a problem, and
if it is brought to his or her attention, the issue may be easily corrected. In the long run,
this will save the firm the cost of turnover.
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of the following:
• What performance standards are not being met
• What has been done to assist the employee to date
• Dates of any previous performance discussions
• What expectations must be met to turn around the employee’s performance
• A reasonable time frame within which change must occur
• The consequences of failure to meet the performance standard
Managers should be reminded to follow any coaching or disciplinary procedures
outlined in the human resources manual. It is best to have the employee sign the writ-
ten document to acknowledge it has been received, rather than to indicate agreement.
Typically, design professionals a required condition for membership. In addition, more and more states are mandating
advance in their careers by tak- continuing education for maintaining an architecture license.
ing on a new job role or assign- Most firms recognize that providing training and development opportunities is an
ment. Whether that new advantage in recruiting and retaining staff. Ensuring that staff members have current
assignment will be with the same skills and expertise also enables them to react to the fast-changing architecture envi-
firm or require a move to another ronment, enhancing the firm’s competitiveness in the marketplace.
organization often depends on Firms can support continuing professional development in a variety of ways. Firms
how much attention the firm gives can offer in-house programs, provide paid time off for employees to attend external
to its employees and their individ- programs, pay for conference fees, offer tuition reimbursement programs, support time
ual professional goals. that employees devote to professional association activities, or subsidize dues.
Types of Training
Many firms have formal, organized learning events, but there is no evidence that for-
mal education (classroom-type lectures) is any more effective than informal education
(integration into a project team where one overhears a great deal and thereby learns).
A recent study of architects’ learning styles found that 85 percent of the time architects
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ask the people around them when they have a question rather than going to the library
or picking up reference materials.
Some people learn best by doing a job and experimenting with solutions. Others
learn by reading and reflecting before applying what they have learned to a practical sit-
uation. Fully integrated learning incorporates all aspects of a learning cycle. A best
practices approach may appeal to the broadest spectrum of learners.
• Licensing support. Many firms pay for some or all portions of mock exams and other
preparations for taking the Architect Registration Examination. Some pay for the exam,
some pay for exam time, and some pay for both fees and time. Firms providing these
benefits must consider the following issues: whether to offer a pay increase after an
employee takes the exam, whether to establish a minimum time at the firm before eli-
gibility for this benefit, and any payback clauses requiring the employee to pay back the
firm part or all of the benefit received if he or she leaves the firm within a certain period.
• Professional association dues and activities. Many firms choose to pay part or all of the
dues for employees to belong to professional organizations such as the AIA or the
Construction Specifications Institute. Some firms may also provide paid time for
employees to participate in selected professional organization activities.
• AIA and civic participation. Firms may encourage staff members to participate in pro-
grams sponsored by local and state AIA components. In addition to their educa-
tional benefits, AIA meetings and related programs provide a forum for informal
exchange of ideas with other professionals. Partial or complete reimbursement of
dues and meeting expenses is a strong motivator, particularly for young people.
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• Participation in pro bono professional activities. Efforts on behalf of local nonprofit
groups or community planning and design boards and advocacy on behalf of the
profession offer real educational benefits to firm members, as well as heightened
visibility for them and the firm.
A firm invests in its staff members by promoting their continued professional devel-
opment. On-the-job training remains a primary means of professional development,
but many additional possibilities exist. Professional development should become a rou-
tine and natural aspect of a firm’s management philosophy. Providing opportunities to
gain new skills and increase knowledge is a very effective staff retention technique,
second only to staff recognition.
M
any architects are deeply interested in leadership and committed to becoming
better leaders. Because there are different and conflicting views about the nature
of effective leadership, numerous methods are available to architects who want
to improve their leadership skills and performance. This article clarifies the different views
on leadership and offers guidelines to help architects hone their leadership effectiveness.