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Tips and Tricks for CAD Managers
by: Robert Green
URL: http://pointa.autodesk.com/gotoPointA.jsp?dest=15859
I'm fond of saying the CAD manager has the toughest technical job I can think of precisely because both technical and managerial skill sets must be in proper balance to achieve real success.

The purpose of this article is to beef up the managerial side of your job with some tips and tricks I've found helpful. I can't take credit for all the tips; I have to share that with the many CAD managers I've met over the years. My hope is you'll find some nuggets in these tips and tricks that you can apply to your daily efforts. Here goes.

Keep an Informal Log (Diary)
You can keep this log as an electronic document (I like Microsoft Word) or in a stenographer's pad to keep everything in one notebook. The log serves as an aid to memory, and it documents what types of problems keep coming up. For example, three months from now during John Doe's performance review you might want some proof that you've had to explain the same concept to him 14 times in the last three months. If you keep a log you'll have the proof.

Make no mistake; a big part of management is keeping things in writing. An informal log goes a long way towards documenting what you're doing, when, and to what extent you're experiencing problems. Your log may well become the basis for anything from performance reviews to information that supports litigation against vendors who don't perform.

If you want to prove something later, write it down now.

Assign Yourself Tasks and Report on Yourself Weekly
Early on in my career I started to keep a weekly task list that I used to track my progress. Every week I wrote a brief report to my boss explaining what I did and did not get done on my list for the week. I've found no other way to motivate myself more effectively than this simple weekly report to my boss.

Not only did my supervisors appreciate the quick status report (after all it saves them time), but it also showed that I took my responsibilities seriously enough to monitor my own progress. I also found that keeping my weekly list documented all the "hurry up" and "oops we forgot to tell you" type jobs I received from others who didn't always plan very well. And every time I crossed an item off the weekly list, I got a positive feeling: I was tangibly getting the job done.

If you're not keeping this sort of list, what are you waiting for? It you're not crossing items off your list each week, then it may mean you're either scheduling too much or that you need to apply more time management skills to prioritizing what you work on. In such cases, reprioritize your weekly list or even put in some extra hours to get caught up. You may even want to consider a training class in time management if you still feel lost. Either way you'll learn about your own capabilities by analyzing your own work habits (before somebody else does).

Never Stop Budgeting
Always keep a spreadsheet file of your CAD department budget on your desktop and continuously update it. If you happen to remember you need to budget for a new service contract next year, don't wait to add it to your budget, do it immediately. Budget time is quite often hectic and if these add-ons to next-year's budget aren't already documented, they may get lost in the shuffle. And if you're continuously tracking your current budget, you'll avoid going over budget before year-end, which, like it or not, reflects poorly on you.

Your budget document is the most important written document you'll produce each year because it determines what you can and can't purchase. So give this document the important attention it deserves year-round, not just at budget time.

Never Stop Reading and Cataloging
Like budgeting, reading trade information should be a year-round pursuit. You may not learn something from everything you read, but then again, maybe you will! Take your reading a step further and catalog the really good stuff by printing or scanning it into an electronic archive. I've also found that resources I've located on the Internet frequently move or disappear, so capturing the web pages to disk has become a habit for me if I feel like I may need the information again.

I've used a database utility to track scanned-in and PDF documents for years now, and I always keep it on my laptop. The topics range from programming language notes, sample routines, and magazine clippings to scanned-in handwritten meeting notes and web pages. This archive has been a great help to me on many occasions, particularly when I'm out of the office. The electronic nature of my catalog makes it mobile, so I don't have to haul around reams of paper.

Stay Up to Date on Software—No Matter What
Do whatever you need to do to stay up to date on your industry's software advances. Even if your company isn't using the latest version of a given software program, do your best to have at least one copy of the latest and greatest to use for your own research and learning purposes. I realize that money is tight in the current economy, but as a CAD manager you really need to be on top of the latest features and technologies.

After all, how can you advise your company on software-related issues if you're not fully aware of what is out there? And if your company can't see the wisdom of having at least one copy of the latest software tools on their CAD manager's desk that may signal a problem in how the CAD manager is viewed, right?

Don't Be Afraid to Build Your Staff
Too many CAD managers I've met are afraid to have their staff learn skills related to CAD-management tasks. While some managers have trouble letting go, or delegating, I suspect others are simply afraid that if others know how to do their job, they'll be seen as less valuable.

But consider this:

  • If you don't delegate some tasks you'll never be able to deal with every task that comes your way and you'll eventually get bogged down. And if that continues, you may be seen as having peaked in your job performance and your future becomes limited.
  • How do you expect to be promoted to a higher level if you don't train the personnel that will follow behind you?
  • If you don't develop the staff you have, they'll become bored and feel that they're in a dead-end career path. Would you rather have a motivated staff or one that would rather be elsewhere? It has always been my experience that CAD managers that demonstrate effective staff-building and delegation skills get promoted. Those that don't, don't. Enough said.

Network Aggressively
Be sure to network with other CAD managers whenever you can. The CAD manager position can be an isolated one because there tends to be only one CAD manager in any operation. You'll have to actively network with other CAD managers because you're simply not going to see them in the course of your normal workday.

Some of the best ways to network are pretty obvious:

So be creative about getting your networking in even if it means spending your personal time. You'll learn new ways of doing things, meet new people, and improve your career path by doing so!

Coming Next Month
In next month's installment I'll present some technical tips and tricks that you can use to enhance the technologist's side of your job. Until then...


 


You are probably familiar with the writing of Robert Green. He is the voice of "Managers VPOINT" and "EDM Chronicles" in CADENCE magazine, as well as an industry newsletter on CAD Management. His experience in the mechanical software business includes 15 years of full-time engineering using AutoCAD, MicroStation, and Mechanical Desktop; he started his consulting business, the Robert Green Consulting Group, in 1991.