Friday, November 15, 2019

Giants New Leadership Triumvirate: Zaidi, Harris, Kapler

With the announcement of Gabe Kapler as the next SF Giants manager (3-year contract), and the announcement just the other day of Scott Harris as the new GM of the Giants, the future leadership of the Giants has been finally set by Farhan Zaidi, President of Baseball Operations.  In addition, it was noted that Brian Sabean will continue in his role as advisor and resource for the front office.

ogc big picture thoughts

I was very excited about the hiring of Farhan Zaidi.  He's a smart guy from a great school (Go Bears!), with one foot in analytics and academics, and another foot in the real world messiness, as he focused his early baseball career on learning scouting from the ground up.  He also seemed to have a really high E.Q. (Emotional Quotient), from all the interviews I've seen him give, a down to Earth type of guy, quick to the self-deprecating quip, very likable.  He appeared to be a unicorn able to blend both objective and subjective, intellect and emotional.

Harris Is a Good Choice

I like the hiring of Scott Harris.  While he grew up as a Cubs fan (split household: his brother grew up Giants fan, as each parent claimed one child, apparently, to be fans of the same team), he's a Bay Area guy (so might be here for the long term), smart (Northwestern MBA and UCLA Econ), ambitious (wrote letters to every team in the majors, looking for a connection; he eventually met Al Rosen through a relative, I believe his mom or grandma, essentially not taking no for an answer, and arranging for Scott to have lunch, leading to a long mentoring relationship until Al passed away, Rosen helped him get his first baseball internship with the Nats), and brings IP from the Cubs and Red Sox through his work experience over the past half decade, working under Theo Epstein as Assistant GM.

He will be Zaidi's Bobby Evans, the administrator who can handle most of the business administration stuff that needs to get done, freeing Zaidi to focus more on the strategic aspects of the job.  Plus, Harris will be doing other projects, much like his work on research and development for the Cubs, as he expands his expertise and experiences.  He might stay here a while, because of family, but I have to think his ambition is to get to Zaidi's level, President of Baseball Operations, and he will be pursuing experience in the other aspects of baseball ops to round out his resume, I would presume.  Hopefully he can last a while.

In Harris's press conference, he noted the appeal of his role being flexible and nebulous, where Zaidi and he would have no set roles, per se, but would blend together and work cooperatively to make decisions (though I would say that Zaidi clearly has the last say in anything).  That's an evolution on the policies that Sabean had when he was GM, for while each person had their role and duties, they were also encouraged to help with and learn other roles.  Colletti spoke about this a number of times, extolling Sabean's openness to allowing this.

Kapler:  Not That Good

My knee jerk reaction to Gabe Kapler hiring is one of bewilderment.  Apparently he did not report alleged sexual assaults (three of them, to boot) when he was with the Dodgers, and instead (inexplicably) tried to mediate one of them.  Zaidi also apologized for not doing the right thing, so he was involved as well, which now makes me question his EQ.

Though I must add that while mistakes were made (which he and Zaidi admitted to in the press conference; looking at their faces, looked grim when usually this is a happy and light affair), he was not aware of the sexual assault charges later brought up, even though both the girl and the grandmother e-mailed him numerous times regarding the assault (where two girls beat her up, because she barfed on a bed, while the Dodger players videoed the beating), and he worked with the Dodger's legal council on how to handle this situation.  This is a key fact that is being mis-stated by some of the people complaining about the hiring.

And while he tried to mediate this (bad move), he at least was respecting the wishes of the girl and grandmother when he did not report the assault, as they asked him not to.  Those women later did report the assault to the police, and added the sexual assault as well.  Kapler was unaware of any of that until the Washington Post article came out, so he was blindsided by it, and felt he had to write on his blog what happened from his point of view.

In addition, his 2019 Phillies severely underperformed.  Some gave him the benefit of the doubt because of injuries, but if one is going to do that, they should also have given Bochy the benefit of the doubt as well, because of the injuries.   Some point to his Pythagorean, noting that it was positive both seasons he managed.  That is a good sign, but given all the turmoil he created in his roster with his unorthodox moves, one can also say that he probably should have performed even better with his Pythagorean, we don't know how much his hitters and pitchers underperformed because of his mistakes in handling people. 

It don't capture other things, like, for example, Bochy was rated among the Top 30 managers in history because he was stellar in getting more out of his hitters than other teams did, that value won't show up in Pythagorean.  Or how well he handled the bullpen (Kapler apparently called for a reliever to come in who was not even warmed up yet).  I'm not saying there isn't anything positive about Kapler's management with the Phillies, one would hope he was good at something since Zaidi just hired him, but there is enough mistakes and poor performances that his managerial prowess is in question.

To be fair, I've not read up on everything, though I've read the Washington Post article and an article that quoted much of his personal blog post on the incident, as well as the Giants beat reports after the hiring.  But just the bare headline details, along with his lackluster performance managing the Phillies are enough for me to question this move to hire Kapler.  Zaidi just moved in all his chips with this bet, it's all or nothing now.

Zaidi Got His Man

Clearly, Zaidi got his man.  Previously, Kapler was expected by many to be the next Dodgers manager but was beat out by Roberts.  This hiring appears to mean that Zaidi apparently disagreed with that decision by Friedman, because if he agreed that Roberts is better than Kapler, why would he hire someone who he would consider to be a lesser manager than the one currently managing our arch rival?  So, Kapler was the guy Zaidi preferred all along.  And the Phillies owner delivered him to us by firing him over the objections of their baseball operations staff.

This is Zaidi's Matt Williams moment where the large mass of the Giants fan base think he's an idiot for making this move.  I won't go that far, but it's like many Giants management decisions in the past where I disagreed but acknowledge that they know more than I do about the situation:  they better get this decision right.

Player Development:  Back to the Future

One strong reason, that Zaidi noted in Kapler's press conference for the hiring, is Kapler's role as head of player development previously with the Dodgers.  He noted the need for player development even at the major league level, and that Kapler's experience and expertise will be valuable in a major league manager's role.

For all the talk about analytics and bringing the Giants into the 21st Century of baseball, that this is a major reason for hiring Kapler just makes me laugh because this is something Earl Weaver was extolling in his book on managing baseball, long ago, and which he was doing over 50 years ago with the Orioles.   (FYI, I recommend reading the book if you love baseball)

He talked about the need to bring along new major leaguers slowly, as he felt that each player has to make a huge adjustment to major league life.  He noted the importance of building player confidence (something Kapler stated that he screwed up with; and which Zaidi was not encouraging with his rapid action player acquisition method of acquiring players) by putting the player into situations where he can succeed.  This is going deep back to the future, pulling up Earl's old managing strategies.

Shift to Analytics Need to be Tempered

This demonstrates my worry about the Giants hurried push into analytics and the new age.  One problem that has stymied corporations today is how to successfully implement change management.  It is one thing to try and improve methodologies, it is another to get buy in from the workers who have to implement it.  Many firms have screwed up this process and got bad results.  That appears to be what has happened with the Phillies and all the changes Kapler tried to institute.  His inexperience just added to the difficulties in his implementing what he felt was good policies based on analysis.

Furthermore, the analytics have to ask the right questions and be used in the right context.  For example, the Dodger's usage of Rich Hill has been very rigid and formulaic:  right around 18-20 batters into the game, he's taken out.  I get doing that in the regular season:  he's had a history of injuries, as well as the general rule that pitchers' performance tend to go down once they face hitters the third time in the game.

But in the playoffs, as the Nats showed this off-season (or Bumgarner in 2014), you need your best pitchers to face as many additional batters as they can handle.  It's do or die, and you can rest in the off-season.  So you need coaches who can tell when Rich Hill is starting to tire or starting to be ineffective, and not go to the formulas and analytics every time, in order to keep him out there as long as he can handle it that night.  Because it's the playoffs, and you have to manage differently for the situation.

That's something Bochy knew.  Like Zaidi extolled about experienced managers learning from failure, Bochy learned from his failure with the Padres in the World Series, and applied his learning with the Giants, bringing in starting pitchers as relievers as he deemed necessary, leaving players off the playoff roster who he doesn't believe can add more value (like when Zito was left out of the 2010 playoffs), benching players as necessary in the playoffs (like sitting Sandoval in 2010 to start Renteria in the World Series).

He understood the need to win each game, on it's own, and worrying about the next game when it is time to play that game.  Bochy didn't need to be the player's buddy, as Dusty did to the bitter end, starting Livan over Rueter.  No, Bochy left Zito off the playoff roster in 2010, as well as replacing Rowand as a starter with Torres during the 2010 season, and made Lincecum a reliever in 2012, for a few good examples.  In short series, you need to focus on winning each game, as momentum shifts quickly with each win or loss.

Zaidi seems to understand that there are two sides, the objective and the subjective, but I'm not sure if he's been able to balance the two properly yet, given incidences like the disgruntled players about his waiver wire on steroids strategy.  Hopefully he is learning from his mistakes on the fly here, as well.  And that he's asking the right questions.  I'm hopeful, as he's a smart guy, but we'll see, a lot of smart people make mistakes too (and keep on making them).  Hopefully he's different.

12 comments:

  1. The giants situation is delicate. The team has always seemed to respond emotionally to various situations, no matter what the era. Maybe it just has something to do with wearing the giants uniform. The giants who did not lose 3 games in a row at all during the last two thirds of the 1989 season, seemed to be devastated by the earthquake and were out quickly after 4 games, while Oakland seemed to take the devastation in stride. I know that this was 30 years ago, but the giants continue to seem to be that type of team. They can come back from the all star break either on fire, or stone cold. Rarely did they come back so-so. I like what I see in Kapler but like most giants fans I am a bit on edge. I think he has excellent communication skills, and he seems to be a modern day analytics guy as well. He also seems to be able to relate to players, if one reads what the Phillies players have said about him. He is also the guy that our management wanted. I also will give them a pass. I hope that the giants both try to field a competitive team and have a strong rebuild. The two are not mutually exclusive. Good attendance is important for the continued success of the franchise. Winning is important for good attendance as seats are not cheap. I read today that the odd of the giants winning the west in 2020 are 200-1. Meanwhile the Padres odds are 50-1. A team with a winning record on the road, should not be that far off. The team will surely miss a healthy Will Smith, but that is baseball. I wish him much success in Atlanta except when he is playing against the giants. With the juiced ball I look at Bumgarner as a solid number 3 starter and innings eater. With a ball not so juiced, he is more like a number one or two in the rotation. I would like for the giants to keep him, but if teams like the Yankees are willing to offer him astronomical numbers, I do not see the giants matching. I am sure if you took a poll of the fans, they would overwhelmingly want the giants wo re-sign him. At this point, I do not know what the giants will look like in 2020, but I am hoping for a competitive season. A good team makes my summer, as a lifelong giants fan, just that much better.

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    1. The A's had Stewart and that other good pitcher. I knew we were going to have a tough time against them. I was hoping we could beat the back half of the rotation (though I don't recall who they were now). The commish was stupid to allow the A's to throw their two best starting pitchers at us again, and we got beat. Oh well, it is what it is.

      As a selfish Giants fan, I took comfort in Bumgarner's lackluster season because all the analysis out there talks about how much in decline he is, which brings his price down with most of the top teams who are analytical, in my thinking. I think the Giants can sign him to a 3 year deal that would be economical for the team ($20-25M range) and something he would want. The QO also helps to bring down interest in signing him, as well.

      The question, for me, however, is whether Zaidi will actually pursue Bumgarner. I can definitely see him trying to give him a one year deal if demand is not there, and Bum might be willing to do that to try to have a good season, but if he can do that, he probably would do that with Braves to be near home.

      I'm not sure Zaidi will offer Bum a 3 year deal even if good price. As you noted, we need to rebuild as well as be competitive. I'm not sure he is willing to resign Bum to do that, he mostly let the team drift and die on the vine with the talent we had, plus giving unproven players a chance to prove themselves, not bringing on veteran players to support the youth. Holland was the only signing of any significance.

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  2. I'm OK with Kapler. I don't have a problem with some "baggage" as long as the person shows growth. Everyone screws up, the measure of a man is what he does going forward. I think Giants fans are spoiled and a bit whiny. The Giants need new blood and some new ways of doing things. It is going to be painful. Heck, it has ALREADY been painful! At least now we can see the organization is taking steps to improve and build a new club. I'm all for it. I'm ready to see what the new "triumvirate" will bring.

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    1. I guess that's my question, did he show growth? The Phillies showed not much improvement in 2019 vs. 2018, so no, he did not show much growth there, even though he was given Harper and McCutchen, and probably other additions.

      I've read somewhere that injuries played a large hand in the lackluster 2019 Phlllies. But if we are going to excuse that for him in 2019, then Bochy should have been excused (as well as Evans) for 2017, 2018, 2019, as injuries caused lackluster results as well.

      So, I think one could argue whether or not the organization is actually taking steps to improve the club, in terms of manager. Bochy isn't as good as he was when he was younger, but is Kapler an improvement? He is in terms of following what Zaidi is deciding is best for the club.

      But I know analytics enough to know that running a baseball team in a mechanical way is not an improvement. With humans being involved, analytics can yield improvements in many ways, but if it does not take the human spirit into consideration, it will fail.

      Kapler stated as much, in his press conference (or one of his interviews), when he was talking about his failures as a manager. He said that he did not take the players' confidence into enough consideration (really, any). It's great that he acknowledge this, but can he execute on it? He still needs to prove this.

      Clearly, Zaidi is building a new club. That's life, players get old, they get replaced with other better performing players. We'll see how he goes about building this new club.

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    2. I think Giants fans think that they know it all enough to denigrate the good work that Sabean and Bochy has done, and give too much credit to Zaidi.

      I see praise for the improvement in the farm system, which shows how little these people know about the farm system. They think the improvements was all about Zaidi, when it was mostly about the guys Evans as GM picked up. I loved the players Z picked up in trade, sure, but they had very little effect on the farm system rating.

      And cycling through a much of waiver wire people, sure you are going to run into a pitch and hit a home run sometimes. but he was mostly ineffective with that process, as I'll discuss in my next post.

      I know Zaidi is smart, but I'm waiting to see him show it off.

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  3. I think the "analytics vs people" is a false narrative. I don't think anyone is "old school vs new school" anymore. It takes all the personal qualities--things that Boch had in spades--to lead people, and it takes staying up-to-date on new information to be competitive. The best organizations integrate all the aspects and the distinction disappears. I don't know if FZ and Co are going to pull that off, but I am open to it and ready to go along.

    Bobby Evans certainly does not deserve the ignominy he has in Giants Land. He did a lot of good work! Isn't he still with the team?

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    1. I was not using the "analytics vs people" narrative, or at least was not trying to. At least not in that either/or, one side or the other side binary thinking. I'm trying to be more nuanced.

      The narrative I was taking about was about whether analytics is enough to run a team. The examples I've seen so far (and that I've seen in my lifetime on the job, observing the technology market) is that analytics without someone who understands the business side of the business will miss the mark often and fail unless guided by someone who understands the business. This was true 40 years ago when I got interested in business in high school, it's still true now.

      It is similar to the familiar strain of "cost-cutting" CEO coming in and blindly cutting people to save money, without understanding where the value in the company lies. Like the Alaska Airline exec who cut maintenance until a plane crashed because of that. Or the string of execs from other industries who came to head HP after the legacy HP leaders moved on, and the successors failed, they didn't understand the business either, hence why HP ended up spinning off every acquisition made over the years. Or like AT&T, buying companies like NCR and Comcast and then dumping them.

      And that's what I've been seeing in LA, particularly with the way that they managed the usage of Rich Hill. And Zaidi was part of that decision making, so I don' t know if he was behind all this or had a different opinion.

      Hill's a human being, he will have his ups and downs. Sure, most pitchers start to weaken by the third time through the lineup, and maybe Hill needed to be taken out to last through a long and arduous season, given his injury history.

      But he's going great in the playoffs and then he's automatically taken out by 18-20 batters. This reminds me of the stupidity of PAP, trying to assess how much abuse an arm had based on pitches thrown. Every pitcher is different, some will be abused if extended pass 80, others can throw to 120 regularly without harm. This is where you need humans to help assess whether Hill is tiring and needs to be brought out or if he can continue.

      Eventually, there will be so many medical IoT attached to players that analytics can predict when a pitcher has lost it before a human can, but until then, it's patently stupid to take Hill out once he has reached the 3rd time in the order, and given how good he is, if you utilize the opener with him, he'll miss the top 3 to 5 hitters in the lineup, and might be able to give you another inning going up against the bottom of the order. Taking him out forced the Dodgers to go to their bullpen earlier than usual for his starts, and unlike the regular season, they can't just dump a pitcher to AAA and bring up a fresh arm.

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    2. It reminds me also of the war over WAR for starting pitchers. Many people treated (and still treat) WAR as a be-all and end-all. It's not even close to being there yet. It has value, but if good pitchers like Matt Cain are penalized by WAR because they happen to have a skill that is not being measured (in fact, he's negatively affected because the methodology says that it's luck; inside baseball people like Mike Fast, who was a saber before being hired, says that BABIP control is a skill). Fangraphs has adjusted to account for people like Matt Cain, but given TangoTiger saying that it takes 7-8 full starting pitcher seasons to have enough sample to say definitively whether the SP is skilled at reducing BABIP or not, it's at best an approximation at the moment, until they can figure out how to use StatCast data to differentiate the skilled from the unskilled.

      Analytics can definitely help, there's been a lot of stupid decisions made by very smart people. But going with the analytics and not taking into account what the coaches say is, to steal one of Zaidi's favorite sayings (I've heard him say it as a member of the A's, Dodger's and first Giants press conference), throwing the baby out with the bath water. I'm hoping he's going to be more nuanced in his usage of analytics, but his selection of Kapler as his manager suggests that he's not making nuanced decisions, because Kapler was making a lot of fantasy baseball moves on the baseball field similar to what the Dodgers were doing with Hill.

      I've been hoping that Zaidi is more nuanced with his usage of analytics because of his insistence of learning scouting, and hanging out with them, and his favorite quote, and his study of behavioral economics, which looks at the human side of the equation, but the Kapler hiring suggests otherwise.

      And like always, I mention my fears but will wait and see what happens, as I don't always have it right. It's like a pendulum, swinging back and forth between points, sometimes it's going one way, other times it's going the other way.

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    3. No Bobby is not with the Giants, as far as I know. It was reported that in last year's GM meetings, he was going around looking for a new job. And I believe that it was reported that he was fired, not demoted, unlike Sabean, who at that time was reported to be in the same position as before.

      The irony I've been seeing is the people talking about the great work Zaidi has been doing for our farm system, while denigrating Evans (and often Sabean with the same back of the hand), when the rise of the farm system was basically due to the advancement of Joey Bart, Heliot Ramos, and Marco Luciano, guys Evans signed as GM.

      Yes, he did a lot of good work. Unfortunately for him, the star players got old (or oddly injured, in Bumgarner's case) sooner than later, before the young prospects could matriculate (the odds were not with him, with Ramos being the star prospect rising, instead of the guys he selected earlier).

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  4. The giants, unlike the Marlins are in a position to rebuild without throwing the baby out with the bath water. The giants, for all I can determine are a rich organization, and they should be able to go through a rebuilding process and still field a competitive team. And the giants fans may be fickle but to me they are among the best fans in baseball and are not a unified group when it comes to Zaidi, Kapler and Harris. I for one am willing to give them a reasonable chance over several years, but there are some fans that are absolutely negative on Kapler. Some are down on our new triumvirate. I like a combination of analytics and people skills. To me so far, Kapler appears to be a good communicator. He is a former player, and hopefully will prove Zaidi correct. If not he will probably be gone before you can say a very dirty word in Giants baseball "Jackie Robinson".

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    1. They could have been more competitive in 2019, for example, as I'll try to show in my next post.

      All we can do is give him/them a chance. But I think it's fair to point out the bad points too.

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  5. I do agree with that. An analysis worth reading should point out the perceived good, bad, and neutral points. I enjoyed reading your analysis. I always do.

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