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learn Excel

You can learn Excel and spend more time with the kids, but Ian comments that:

I have found that I have ended up doing many things that other should have done – even if it took them longer. Being great at Excel slows promotion through management ranks – delegate and show what a manager you are!

I agree with Ian and yes, I believe that too much Excel can harm your career. In fact, you shouldn’t master any tool (or be recognized as such) if you want to be a manager, and if good people management skills is what is expected from you.

Generic office applications like Excel or Word have no intrinsic value for the organization, they are just tools used by the lower ranks to help implement the corporate mission. You can be great at Excel, but if you want a promotion you must hide it, and remember the Peter Principle.

The Peter Principle

In the stock market, “past performance is not necessarily indicative of future results”. Likewise, if you excel in your current job you’ll get a promotion, but the skills that got you there may be irrelevant or even work against you in your new position. This is the well-known Peter Principle: “In a Hierarchy Every Employee Tends to Rise to His Level of Incompetence”. To avoid to reach your level on incompetence too early you should think strategically: be good enough to get promoted and start practicing in your current job the skills that you’ll need in the new position.

Become a Craftsman, Instead

Trent, over The Simple Dollar, writes that your most valuable asset is you, not your career. So, what happens when you really love what you do, want to be really good at it (a tool, a specific knowledge field), and a promotion means that you can’t do it anymore? Well, probably you must leave, join a company that actually needs your advanced skills or start your own consultancy business. Get a virtual assistant to take care of administrative matters and hire a freelancer for larger projects. Focus on your skills and buy time. Become a craftsman. There are less formal promotions, but networking is still a fundamental skill.

A Balanced View

Mastering any tool or knowledge field is a decision that you can’t take lightly. You must understand its role in the overall career/life goals.

You want to be an craftsman (in the sense above), you don’t want to leave, and you want that promotion. What do you do? Well, I’m probably the last person in the world you should ask for advice on this. In fact, I am not sure if there is a balanced view at all (yes, you can look for your dreams at a higher place). Worse of all, remain on the fence and you risk losing your dreams and your career.

Do you have an answer? Do you think you can hurt your career because you love your work?

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I love to spend time playing with my three-years old twins, and I wholeheartedly want to create for them the memories of a happy childhood. This is something that I can’t delegate, and if I don’t have the time, I’ll have to find it. They will not wait to grow up.

Stupid time wasting at work really bothers me. When you work for a company where a high percentage of people use Excel as their primary tool you inevitably find horror stories of people spending days with a task that should take minutes. Here are some examples:

  • Hundreds of sums, calculated one by one, when a pivot table could give the same result in seconds;
  • Two persons matching two lists, when they could use a lookup function;
  • Hundreds of copies of the exactly same chart, but with different markets, sales territories or measures (a single chart with some basic interactivity would do);

(This also leads to errors and to the spreadsheet hell, but that’s another story.) I really hate to see people wasting their time this way, when they could leave earlier and go play with their kids. And it is so simple! You just have to tell yourself: “this is stupid; there must be a better way“. And usually there is. You just have to find it. Keyword: curiosity.

If you are a manager, let me share with you a management secret: you can’t imagine how inefficient a beginner Excel user can be, and you are likely to have several eternal beginners in your team. It is not a matter of training. People forget theory and examples that don’t apply to their own problems. You better hire an Excel power user. Make him/her the go-to person for Excel things. Tell this person to meet users, find inefficiencies and solve them.

I am sure you have much better inefficiency-related Excel horror stories. Do you want to share them in the comments?

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