The Project Manager as Planner

I think everyone agrees that the first responsibility of the project manager is planning. The project manager's main responsibility is to build the high-level plan, but it is the responsibility of the line/functional managers to build in or provide the details. We know that the project manager does not or should not control the resources that will ultimately do the work, but the project manager is responsible to see that that work is done right, on time, and on budget. There are some tips that will help the project manager create a better project plan and keep the project on track.

Some items to consider are:

• Define your tasks using non-technical language, and include descriptions or notes detailing the work involved
  
• Create milestones in your schedule to help track progress and use them as quality gates
  
• Ensure you have agreement with the line managers about the skill sets required of his or her resources
  
• Define up front how you will measure performance
  
• Define up front how you will measure quality
  
• Ensure you have a strong project sponsor that is engaged and supportive
• Use Communication plans to keep everyone informed
  

Doing the above (and lots of other things) will help ensure that everyone involved with the project will better understand their roles and have a vision of what the end product or service will look like.

Knowledge Management

Knowledge Management

Organizations have a lot of knowledge. This knowledge is critical to the organization’s success and is housed in many places. Knowledge transfer among employees is always a challenge, and most importantly most organizations do not have processes in place to ensure that timely knowledge transfer takes place.

An organization’s culture can inhibit effective knowledge transfer. Ineffective knowledge transfer can cause knowledge to be lost or be unclear when and if it is transferred.

Some ways to overcome ineffective knowledge transfer are:

• Face-to-face meetings


• Create an environment that is conducive to collaboration


• Set performance objectives around formal and informal knowledge transfer mechanisms


• Establish regular knowledge transfer procedures (meetings, documents, reports, etc)


• Hire people that are flexible and open to good knowledge transfer practices


• Conduct brainstorming sessions and document the what is learned/transferred


• Reward collaborative efforts


• Use failures as a way to create new knowledge

A common language is important for effective knowledge transfer to take place. Glossaries, scope statements, project objectives and project assumptions will help you to begin the process of knowledge transfer in the early stages of your project.

PMI World Congress - Toronto, Canada

I'm at the Project Management Institute's annual World Congress, which is being held this year in Toronto. Lots of good information is being exchanged and I have attended many presentations that are focused on Program and Portfolio Management. As we all know these conferences can add value to our careers, however we have to be ready to accept these ideas and be willing to implement them when we return to our regular jobs.

One of the areas I plan to focus on in the new year is expanding my skills around communications and scope management. We can never stop learning if we want to excel in our careers.

Have a good day, eh!

Project Management Insights - The Human Face of Project Management

The website below has lots of good information, and additionally has some very good templates. Check it out.

Project Management Insights - The Human Face of Project Management

DISCLAIMER *** Yesterday’s Project Management Best Practices Checklist posting

DISCLAIMER *** Yesterday’s Project Management Best Practices Checklist posting

Just so I don’t get in trouble, I didn’t author the checklist that appeared on the blog yesterday.  I found it buried in the reams of documentation, templates, and various Project Management documents that I have in my possession.  While virtually all of the postings on this blog were written by me, I will always credit sources when available.  I am unsure of the source of yesterday’s posting.

Thanks

Stephen F. Seay, PMP

Project Management Best Practices Checklist

Identify the participants and their roles.
Identify potential project team members as well as the major players in the user community that will test and except the final product or service.

Assign an experienced project manager early
This Project Manager will make or break a project. Be sure the individual has the expertise to manage the project and works well with others. Don't hesitate to look at outside sources if there is no one on staff that qualifies.

Assess the qualifications and experience of the planned project team members
Along with the project manager, assess carefully the qualifications and experience of each team member as they pertain to the specifics of this project. Keep in mind the importance of team players, and the ability to get along with others.

Complete a detailed workplan
A preliminary workplan with major milestones should have been completed while developing the PIJ. Now is the time to work with the project manager in identifying the tasks involved for each milestone. The workplan should list the tasks for each milestone with the estimated hours, start and stop dates, costs and responsible parties. Sample workplans and templates are available through GITA upon request.

Establish an issues control tracking system
Establish a method by which, all issues pertaining to the project are recorded and can be reviewed regularly and tracked by the project team. All issues should eventually have a documented resolution. Software to perform these functions may be available through GITA upon request.

Establish a regular project team review meeting schedule
Regularly scheduled project review meetings should be incorporated into the workplan. These meetings are to review the current progress of the project including the percentage of completeness of workplan tasks.

Establish a participant update meeting schedule
Periodic participant update meetings should be incorporated into the workplan. These meetings are to present the current progress of the project to upper management and major participants in the user community.

Conduct a project kickoff meeting
Officially start the project with a meeting of all parties involved. The project team should be introduced, the milestones reviewed with estimated completion dates, and expectations as to the level of participation, should be outlined.

Keep IT Simple

There was a popular survey some time ago that asked leaders in several mid-sized companies about their success. One of the main reasons that many were successful is they focused on simplicity in everything they did. The study concluded that simple, focused companies were more profitable.

The Pareto or 80/20 Principle can help us realize the power of keeping things simple.

Some popular statistics that relate to the Pareto Principle are below:

80% of beer is consumed by 20% of the beer drinkers

80% of classroom participation comes from 20% of the students

80% of traffic jams occur on 20% of roads

20% of your clothes will be worn 80% of the time

80% of sales are generated by 20% of the sales staff

80% of problems are generated by 20% of the employees

80% of problems come from 20% of the customer base

Now that we know this, how do we make things simpler? The answer is "simple". We need to analyze the data. We cannot guess where the problems are. We cannot just use emotion. As I have stated in previous posts, it is important to look at your business processes to eliminate waste and complexity.

Questions to ask yourself and your organization when seeking to simplify your business processes:

What are our processes?

Who are our customers?

What systems do we use? Do we have the right systems in place to support our business?

What services do we offer internally and externally? Are they still valuable today?

Look for the 20% that adds value and eliminate or redesign the rest. Keep in mind that we are looking to automate, minimize, isolate, reduce, redesign, or reallocate those things that are not helping us to achieve simplicity.

Keep it Simple!!!

Project Management Behavior

When CIOs were interviewed by ComputerWorld in 2001 regarding what skills a Project Manager should have, the consensus was the following competencies are the most important: Technology, Business, Behavior - not necessarily in that order.

I know that I have lived a sheltered project management life, but I think many project managers haven't sufficiently mastered the "Behavior" competency. My experience is limited, but I have worked with many project managers, and I believe that we all could improve our skills as they relate to the "Behavior" competency. We should all be able to agree that in order to motivate people a project manager needs an understanding of human behavior and how to motivate teams. How many project managers do you know have mastered these skills? How well do you do in this area? I can admit that I have room for improvement.

As I said, "Behavior" was listed in the top three of the most important competencies. I find that to be interesting because other surveys of CIOs find that the number one complaint about project managers is that they are whiners and excuse makers. How can we change that? Collectively we must decide as project managers we will exhibit the highest ethical and behavioral standards. We will empathize with others, we will be known as good listeners, and we can be trusted to not gossip and participate in destructive office politics.

Project Managers and Meeting Facilitation

I really do not like meetings. For the most part, I find my time would be better spent doing other things. As project managers, we will be involved in meetings. When we call a meeting we need to ensure that the meeting has an agenda and that meeting minutes are taken.

I find that one of the things that is usually missing from larger meetings is a good facilitator. As a project manager that has called a meeting it is usually best if you have a person (other than yourself) designated as a meeting facilitator.

A Facilitator is: one who brings organization and process to the meeting so attendees are able to interact effectively and make sound business decisions. They enable good meeting habits and support the group to achieve exceptional outcomes.

A Facilitator provides leadership without taking control. They get others to assume responsibility and help them to participate and lead effectively.

Facilitators should:

Assist the group to identify goals and objectives around the meeting topic
Help identify attendee needs
Guide discussions to keep them focused on the agenda
Ensure assumptions are brought out and discussed
Guide the group to consensus on issues by ensuring all attendees are heard
Use tools and processes to ensure the meeting is run efficiently and good decisions are made
Lead brainstorming sessions
Help attendees to assess their skills and assist them in building new skills to support the meeting's objectives

A good facilitator can bring clarity and focus to a meeting. There are many resources on the internet, and there are many good books on the subject. Effective meetings help to build effective outcomes. Ineffective meetings can be seen as time-wasters and can alienate some of the people you need the most.

Make sure your meetings are efficient and effective. One way to do this is to survey meeting attendees to gather feedback.

Until next time…

Strategic MRO and Asset Management

I just returned from a conference entitled MRO-World. The purpose of the conference was to enhance learning around activities that support Asset Management and the Maintenance, Repair, and Operation (MRO) of those assets. How does this fit in with Project Management? As we all know, Operational activities are focused on maintaining, while Project activities are focused on change. Having said that, Operations activities still have change that needs to be managed.

Strategic MRO is composed of business processes, and is not meant to be an activity management mechanism. Strategic MRO is focused on managing change and continuous improvement in regards to a company's assets. Where I work, we have Strategic Assets that must work nearly 100% of the time. Our systems consist of Water Distribution, Waste Water Treatment, Storm Water Management, Land Fill Operations, Roads, Traffic Control, IT Systems, etc. How these assets are maintained, repaired, and operated can have a huge impact on the bottom line.

In my opinion Project Management can help in the implementation of software to manage assets, in helping scheduling the work to support the MRO of the assets (preventative maintenance for example) , and additionally through communicating the status of critical work and changes to assets going on in the Enterprise.

Part of any organization's responsibilities is to manage their assets to maximize their value. To do this they must:

Define the current state of the asset
Determine the future asset state objectives
Perform a gap analysis between the current and future states
Develop a prioritized task list of what needs to be done to close the gaps

This sounds a lot like project management to me. As I said, I will be doing more research in this area and will report my findings here. As always I welcome your feedback.

What is a Project?

As the readers of this blog know, I try to cover the basics of Project Management. As project managers, we get in trouble when we try to complicate things. In my career, I have worked for many different types and sizes of organizations. Some have embraced Project Management and others have made excuses so as not to be constrained by what they believe is a process that slows things down (adds cost and overhead). I have preached the same message for years. Project Management is designed to help reduce or eliminate rework and surprises at the end of a project.

So why don’t some organizations see the value of Project Management? Usually it is because they do not understand the benefits of Project Management, they do not trust the Project Managers they currently have, or the ones they have encountered in the past. OK, we can accept that, however, what we should never accept is the idea that Project Management just adds cost and overhead.

We need to educate those around us about the difference between projects and other organizational work. Senior management needs to realize the fact that work is basically broken down into two areas: Operations (focused on Maintaining) and Projects (focused on Change). Most organizations do an adequate job of managing their operations; however, my experience (limited as it is) has shown that projects and the support of project management vary greatly.

Every organization has projects; sometimes they are just too busy to realize it. As project managers, we need to keep fighting the good fight of educating the influencers in our organizations about the benefits of Project Management. In addition, we need to realize that the benefits of Project Management are demonstrated in the successful implementation of projects. Do not preach the benefits of Project Management; demonstrate them by walking the walk and talking the talk.

Therefore, to answer our central question and wrap this up, a project is:

A temporary endeavor to create a unique product or service

Unique

Constrained by a finite budget

Constrained by a finite timeline (defined start and end date)

Composed of interrelated activities

Focused on attaining one or more clearly defined objectives

The last point needs to be stressed. Without clearly defined and agreed upon objectives your project is doomed to fail from the start. I would also add that your project does not have a chance for success unless you have an engaged, influential, and respected executive in the role of project sponsor.

Quality Project Management

Continuous Improvement is the output of a good Quality Management process, and Continuous Improvement requires the proper application of Quality Tools and Techniques. One of the most recognizable Quality Tools is the "Deming Wheel". The Deming Wheel is a simple diagram that focuses efforts around: PLAN, DO, CHECK, and ACT (PDCA Cycle). While this diagram may seem simplistic at first sight, it is a very powerful tool when applied to projects. In fact, Project Management is dependent upon the PDCA Cycle to deliver effective results.

A quick summary of the PDCA Cycle follows.

Plan is the intial phase of the PDCA Cycle. High levels goals and objectives are agreed upon and resources are acquired. In this phase we are identifying a particular problem or problems and breaking them down into manageable tasks. We want to decide specifically how we will solve the problem and establish metrics to measure progress.

Do is executing the Plan. Also, reporting is done in this phase to check progress. Do can be prototyping in the IT world, designing experiments, constructing a building, buiding a model, etc.

Check is the evaluation phase. Did we do what we said we were going to do? Did we meet the project's objectives? What does the data tell us? This is where are metrics are analyzed. We are looking at our KPIs (Key Performance Indicators) and making reccomendations for action.

Act is the adjustment phase. What are we going to do to get back on track or to make improvements? Should we continue or cancel the project? Do we need to replan and start the cycle over again? Here we are acting on our findings from the Check phase. We want to make sure we are acting on the right information at the right time.

The PDCA Cycle is a great tool to help us be successful in Project Management. Using proven Quality Management tools that support Continuous Improvement will help project managers to do a better job managing their projects.

Remember the Four Principles of Quality Management are:

Customer Satisfaction

Plan Do, Check, Act (PDCA) Cycle

Management by Fact

Respect for People

Combining these Quality Principles with your Project Management Processes will lead to powerful results for your customers.

Project Communications Plan

Project Communications Planning is a process that is continuous throughout a project. When building your initial Project Communications plan focus on the following:

Define Your Audiences - Who needs to know What, and When and How do they need to know it. Communication needs and audiences will change as the project moves forward. Plan for it.

Start from the Top and Work Your Way Down the Chain - Start your Communications with the highest levels of the organization first, then work your way down to the team members. Repeat this cycle.

Target Your Message to the Different Groups - Different groups (and sometimes individuals) may require different types of communications media (e-mail, status reports, web site, face-to-face, memo, etc.). Plan for these different types of communications vehicles up front.

Define Roles and Responsibilities - Ensure that your Project Communications Plan includes Roles and Responsibilities for key stakeholders.

Status Reports - Status Reports are a great form of Project Communication if kept short and to the point.

Repetitive Messages will be Required - The same message delivered using different mechanisms and sources will help to reinforce your message.

Anticipate Conflict - Tailor your communications to overcome Conflict before it occurs. Keep in mind that Conflict will always occur on a project. Conflict needs to be anticipated and managed continuously throughout the project.

Allow for Anonymous Feedback - Create a way for people to relay their positive and negative feedback anonymously.

Project Managers need to recognize that good Communication is important because it helps to reduce conflict, increases information distribution, and helps to silence critics while reinforcing the positive aspects of your project.

Wow! Projects

As many of you may know from my previous blog entries I really like Tom Peters. Tom has so much energy and passion, and additionally, he has some great ideas regarding reinventing work. In my opinion, his ideas around Project Management are revolutionary, bleeding-edge, and way out in front of what is considered the "norm". Recently while reviewing his website I found myself reading about what Tom calls "WOW! Projects". If you have a moment, take the time to read what Tom has to say about WOW! Projects.

To reflect a bit, as I look back over my career I do not think I have ever worked on a WOW! Project, and in hindsight that is a disappointment. As a Project Manager, I struggle every day trying to manage my projects to a "successful" conclusion. Over the course of my career when managing individual projects how that project's success is measured has many times been a moving target. Stakeholders and the project sponsor change their minds in the middle of the project regarding what they want and the ensuing scope changes cause the project success measurement bar to move.

While the project manager is responsible for project success and scope management, the project sponsor can influence project success when stakeholders have more influence over the scope of the project than the project manager does. While this does not happen on every one of my projects, a lesson to be learned is that I must be vigilant regarding stakeholder management.

NOTE: Remember the number one measure of Project Success (according to PMI) is Customer Satisfaction.

In my opinion WOW! Projects require a strong executive sponsor and a well-oiled projectized organization (in addition to many other things) that is not opposed to taking risks. In addition WOW! Project stakeholders must be committed to supporting the following goals of a WOW! Project.

A WOW! Project's Goals are:
An enhanced "customer experience" (internal and external)
Dramatically increased sales
Sharply reduced costs
Improved operating margins
Accelerated leadership and talent development
Innovative solutions to wide-ranging issues
Improved employee morale and job satisfaction
Accelerated post-merger integration
Enhanced stakeholder and community involvement
Cultural transformation

I recognize that I have a lot of work to do to turn my projects into WOW! Projects. Personally I do not think every project that we are assigned can be a WOW! Project, but I do believe if we keep the WOW! Project goals in mind our projects will add more value to the organizations we serve.

What do you think? Until Next Time...

Best Practices for Project Management

Good Planning will Eliminate Many Surprises - Most project problems can be traced back to poor planning desicions, or inadequate planning. Take the time to plan your project properly.

Have Agreed-Upon Project Objectives - Ensure that the project has several agreed-upon objectives that can be reviewed throughout and at the end of the project to ensure they have been met.

Create Verifiable Milestones in your Project Schedule - To measure progress make sure you have milestones that can be verified by someone outside your team. This will assist you to measure real progress.

Manage Scope - Ensure the Project Sponsor approves all Scope Change Requests. Make sure you give the project sponsor your opinion whether the Scope Change Request (SCR) should be approved and why or why not.

Track and resolve Project Issues in a Timely Manner - Ensure that you keep an accurate log of Project Issues and that this log is distributed to the Project Team and Sponsor on a regular basis.

Continue to Assess Your Project Risks throughout the Project - When meeting with your team it is a good idea to reassess the Risks you identified in planning and to see if any new Risks have surfaced that need to be captured.

Communicate Status on a Regular Basis - Depending on the size of your project a status report can be delivered orally, via e-mail, formally, via a website or some other mechanism identified in your Project Communications Plan.

Be Personable and Approachable - Many people will be more willing to help the Project Manager if they are friendly, personable, and trustworthy. Don't be arrogant, rigid, or unreasonable. The project probably won't be successful if your team members distrust and dislike you.

Look for the Warning Signs - Is your team's morale low? Is your schedule off course? Are your team members fighting all the time? Is the team working excessive amounts of overtime? You better regroup now before the situation gets out of hand. Bring the sponsor in to your next meeting and let them assess the project by asking then team for a collective status report. Have the sponsor interview team members one-on-one to look for hidden agendas and unspoken fears.

Most of all, Have Fun.

Condemed to Repeat the Past?

Have you ever heard the old quote by the philosopher and poet George Santayana that states, "Those who cannot remember the past are condemned to repeat it"? In project management, we need to remember that historical data is our best friend when planning new projects. Do not forget when doing your planning to use empirical data from past projects. This data can help you to reduce negative risk and increase your odds for project success.

Other information to review when planning new projects:

Review your companies past project files for information regarding past resource estimates, lessons learned, budget data, risks, assumptions, etc...

Conduct interviews with select project team members from past projects to understand what went right and what went wrong.

Interview customers and other project managers for lessons learned from their past projects.

Do searches on the Internet about similar projects to gather information which might assist in planning your project.

Most importantly, use Risk Management during the planning cycle to identify issues that could cost you big later on.

Finally, do not fall victim to the project manager's curse of not learning from the past. Remember the old saying, "Those who cannot remember the past are condemned to repeat it"

The Perfect Project Manager

I have a book entitled “What Makes a Good Project Manager” by James S. Pennypacker and Jeannette Cabanis-Brewin. In the book, there is a reference to a 2001 ComputerWorld article that discusses “The Perfect Project Manager”. The consensus of the article was in the world of Information Technology (IT) there are three general areas of Project Management competency: Technology, Business, and Behavior (in no certain order).

One of the CIOs interviewed in the ComputerWorld article stated “in order to motivate IT workers, you need … an understanding of human behavior and how to motivate teams.” Do not miss this important point. Project Managers are primarily team leaders, motivators, and communicators. Project Managers will not be successful managing IT projects if they do not have an understanding of basic human behavior.

It has also been determined there are three Project Management skills that are required for success in IT:

General Management Skills

Project Management Skills

IT Management Skills

Under General Management, the key areas of expertise are (not in order):

Thinking Skills

Organizational Awareness

Leadership

Interpersonal Relations

Communication Skills

Many companies are now interviewing Project Managers placing a heavy emphasis on character traits versus professional competencies. These companies realize if a Project Manager cannot get along well with others and have poor communication skills they will not be successful.

The key to project success is having a competent project manager and the number one competency of a project manager is honesty. Research has shown that projects are more likely to fail because the human elements are not managed. In order to mitigate this type of risk project managers need to develop skills that support sound decision-making, good communications, motivational techniques, and conflict management.

Are You Trustworthy - Part II

I have always admired Stephen Covey’s writings. In his book “The Seven Habits of Highly Effective People” Mr. Covey talks about being Trustworthy. As project managers if we are not trustworthy, we are not going to be effective. When you are trustworthy, you can be counted on to keep your word. Trustworthiness is a qualitative measure so we cannot apply some objective measure to how honest or reliable a person is.

As mentioned in Paul Friedman’s Book “How to Deal with Difficult People”, Paul states “Faith in people is fragile”. “Every single breach of trust diminishes people’s confidence in you”. Paul goes on to say, “Most people believe themselves to be more trustworthy than others think they are. We forgive ourselves more readily for minor transgressions that linger in other people’s minds. We know why we neglected to do something. We know we had a good reason and intended no harm. However, others cannot read our minds or know what our lives are like”.

Take your promises seriously. When you are unable to keep your commitments, be quick to admit fault, explain, apologize and do whatever is necessary to repair the damage and reassure others that you will redouble your efforts so you do not repeat the same mistakes. Trust is earned, but it is earned only after you demonstrate that you are Trustworthy.

Project Requirements and the WBS

The project manager is responsible for controlling a project's requirements. To start the process of managing requirements the project manager works with the team to create a Work Breakdown Structure (WBS).

A couple of things to keep in mind regarding a WBS are:

A WBS should identify the level tasks to be completed, and relate to the project’s deliverables.

The customer(s), project sponsor, and stakeholders are actively involved in creating the WBS.

The WBS helps avoid future "scope creep".

As you can see the WBS is an important project artifact. The WBS accomplishes several things:

It assists the project team to identify and create specific work packages

It is another way of communicating the project's objectives to the team

It is the foundation for future project planning and activity sequencing

In closing, a WBS summarizes deliverables, shows work relationships, helps the team to estimate costs and perform risk analysis, and assists the team to identify project assumptions and dependencies.

The WBS is your friend. Start taking time to create one for every project.

Business Process Mapping

Does your organization perform business process mapping? Mapping of business processes is important if you want to understand what is happening. Mapping your "as is" processes tells you a lot about what you may already know, but also a lot about what you don't know.

When you begin to map your processes, you will start to see the activities, products, information, and decisions being made that support the process.

Some reasons to map your business processes are:

Mapping the "as is" processes will assist your team when doing detailed analysis

Helps to identify process ownership, and identifies the roles that support the process

Helps to show the difference between cycle time and value-added time

Helps to measure process performance

Helps to identify problem areas to address

Establishes performance baselines when creating "to be" processes

Identifies process bottlenecks, and disconnects

Shows relationships between activities and products

NOTE: When looking at what processes to model, the processes that cross functional business areas should be addressed first.

Three principles to keep in mind when process modeling are (in this order):

Eliminate wasted time and work

Consolidate efforts where possible

Automate (where it adds value)

When process mapping we are always asking questions like "why are we doing this", "why are we not doing that", "can this step be eliminated, consolidated, automated", "can we do this step/sub-process better, faster, smarter, cheaper”? Business process mapping can help your organization to operate more efficiently and respond to change faster, which ultimately will lead to improved customer satisfaction.

For more information be sure to Google "Business Process Mapping" or "Business Process Modeling"