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Lab Management Fundamentals

Time-tested tips for stepping up your management game

by Elizabeth Sandquist, PhD
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Lab Management Fundamentals

Do you ever feel you were unprepared for a career as the head of a research lab?

You chose the research profession because you were fascinated with the world around you and wanted to discover on a molecular level the ways in which life exists. Additionally, you wanted the freedom to choose your own field of research and study what interests you most.

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You long to be at the heart of the lab—directing experiments, analyzing data, and writing papers—but you find yourself caught up in other tasks—ordering reagents, attending yet another meeting, doing anything but bench research.


• You can learn management skills.
• Have a five-year plan for your lab.
• Set clear standards and expectations.
• Optimize your management style for each lab member.
• Listen to your lab members.
• Walk around the lab daily.
• Learn when to say no.
• Be prepared when small amounts of free time
become available.
• Get to know the people at your institution
who can help you.
• Celebrate successes with your lab.

You have found that being the head of the lab is more than just making big discoveries; it is about managing a small business. Lab management skills, while used every day by scientists, are not directly taught to young scientists. Rather, they are learned secondhand. While much can be learned from this follow-by-example approach, it has its limits.

Lab management can and should be learned in a more directed manner.

“Laboratory managers are often promoted from the ranks of the technical staff,” says Rodney Forsman, the past president of the Clinical Laboratory Management Association and an assistant professor emeritus at the Mayo Clinic College of Medicine in Rochester, Minnesota. “If an individual has the capacity to learn the science of laboratory medicine, they can learn the necessary management skills, given the desire and aptitude to do so.”

Management skills are important for science careers of all types. Whether you work at the bench or away, the ability to organize your work and supervise those under you is critical.

Management can be divided into four main categories:

  • Planning allows a lab manager to know where the lab is going.
  • Organizing is also an important job for a lab manager, because he or she determines who does which project and technique, manages the timelines and budgets for multiple projects, and keeps current with research in the fields.
  • Leading is extremely important for a lab manager, because it often sets the environment and pace of the lab. Good leadership can inspire lab members toward productivity and creativity and help members work together.
  • Controlling a lab involves the evaluation of lab members’ and projects’ progress and the ability to correct problems as they arise.

Planning: Considering the big picture

With all the responsibilities that lab management entails, it is easy to make sure the t’s get crossed but lose sight of the bigger goal.

A common suggestion from the experts is to have a five-year strategy. In a study by McKinsey & Company, all successful, thriving labs utilized three- to five-year plans.

While lab members need technical skills to complete individual experiments, it is the lab manager’s job to ensure that all experiments are aimed toward a common goal. The ability to see the bigger picture allows lab members to evaluate a project’s progress and determine future projects. A five-year plan allows you to gauge the progress of your research and keep it goal oriented.

Similarly, a mission statement can guide a lab and keep it on track. Reminding yourself that your mission is, say, children’s health, helps you recognize what tasks will help you fulfill your plans and be more productive. Write a mission statement that will help you and your lab members remember, when things get tough, why you are in science and why your project is important.

Related Article: The SMART Lab

Also, scientists love to ask questions, but sometimes that can lead researchers down rabbit holes. A mission statement can guide you in experiment planning so that time is not wasted pursuing trivial or tangential research.

Organizing: More than a clean desk

Organization takes a number of forms in lab management. Time, people, and your physical lab space must be organized and orderly for research to run smoothly. There never will be enough time in the day to complete all the tasks you hope to accomplish, so it is important to know when to say no.

Lab meetings are a great way to help keep a group of people organized and focused on their goals. Meetings with the whole group allow lab members to remain informed of events within the lab. They also can be a good forum for brainstorming and troubleshooting.

The McKinsey & Company study of successful labs also found that top labs have regular lab meetings, both formal and informal. One-on-one meetings also are important for both the lab members and the manager, so experiments and issues can be discussed in greater detail.

However, lab meetings can become an inefficient use of time if they are not organized. Having a meeting agenda can keep conversations on track and avoid the need for multiple meetings about a single issue. Records of lab meetings also can be used to measure research progress.

Leading by design

Many scientists and managers noted that not all successful leaders are the same. The first step toward reaching your leadership potential is to recognize your leadership style. There are multiple resources online that allow you to recognize and analyze the way you lead. Then you can focus on the strengths and weaknesses of that leadership style and work to improve it.

Additionally, you can compare the type of leader you actually are to the kind you would like to be. “It is advantageous to identify a successful mentor who can not only be a model for your behavior, but also a sounding board for issues you may not have dealt with previously,” Forsman says. “The mentor should have experience beyond the laboratory, especially in dealing with organizational protocol and key individuals outside the laboratory.”

Jon Lorsch, formerly a professor of biophysics at the Johns Hopkins University School of Medicine and now director of the National Institute of General Medical Sciences, suggests that you optimize your management style for each lab member. “You cannot motivate or help everyone in the same way,” he says. “For example, some people respond well to a lot of attention. Other people like to have more time to think about data or their next experiment. You need to be able to modulate your style to optimize it for each person in your lab.”

Richard DeFrank, an associate professor of management at the University of Houston C.T. Bauer College of Business, emphasizes the importance of lab members knowing you are involved and available. One way to achieve this is to walk around. Every day, make an effort to walk around the lab and visit with each lab member.

On a related note, many people emphasized that lab managers should walk the talk. In other words, do what you say. This action builds trust and respect from colleagues and fellow scientists. If you desire staff to be in the lab from 8 to 5, they are far more likely to do so if you are there from 8 to 5.

Most of the experts emphasized the importance of listening. A good leader not only directs lab members and tells them what to do, but he or she also listens to his or her employees.

“Make sure you are not the person doing most of the talking at lab meetings,” Lorsch says. “If you are, there is a problem.” Instead, he suggests that you empower senior members of the staff to teach and mentor junior members.

Taking time to listen is also important because a lot can be gained from your lab members. One way to do
this is to organize brainstorming sessions. “This gets creativity flowing, empowers people to think about new research directions for themselves and the rest of the group, and often generates good ideas,” Lorsch says. Not only does this make lab members feel appreciated, but it also provides them with a learning experience. Most importantly, it gives you a different perspective on your research than you would have if you worked in isolation.

Lastly, know when to relax and have fun. Taking time to celebrate as a lab is great for morale and can act as an incentive to reach lab goals. Science is full of disappointments, and perseverance is essential for survival. Taking time to relax and enjoy your accomplishments will give lab members and you the energy to continue. “Have a sense of humor,” Lorsch says. “This is probably the most important advice I can give.”

Controlling: Making sure your employees succeed

Managing a lab means that there are times when things go wrong and you are expected to fix it.

“Managers often lament that ‘all problems come in on two feet,’ which highlights the importance of honing your people skills,” says Forsman.

One of the best ways to prevent issues with employees is to be clear about standards and expectations from the start. Every lab member comes from a different background. Most of the issues rise from a lack of communication about expectations. Without clear expectations, you cannot expect lab members to do something just how you like it. It is equally important for lab standards to be maintained, or they will not be followed.

DeFrank and Lorsch both suggest motivating lab members through rewards rather than fear. “When people are doing well, make sure you tell them so,” Lorsch says. “When things are going slowly, make sure you give encouragement along with advice.” People are more likely to be productive and create high-quality work when they are happy and working toward a goal rather than fearing punishment.

Lastly, try to give lab members a sense of control over their work. A sense of pride and ownership can go a long way to motivate employees, while freeing you to spend time on other issues.

The key to returning to the work you love, science, is to manage your lab well through planning, organizing, leading, and controlling. It may take some work, but the payoff will be rewarding to you and your lab members. Remember: if you can learn science, you can learn lab management.

This article is reprinted with permission from ASBMB Today.