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Project Management Companion
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Project Management Companion BULLETIN | February, 2019
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Most leaders
have similar things in common. They’re assertive, adaptable and intelligent.
But is this enough to inspire your team and lead them to greater heights?
Transformational leaders are passionate, they encourage creativity, encourage
their team members to make contributions and are not afraid to keep trying new
things. Great leaders in an era of frequent disruption and transformation are
not only the lynchpin to ensuring job performance and satisfaction for their
employees.
We help your
team deliver projects successfully.
This month we look at;
We hope you Enjoy
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| Managing
Expectations: The Art and Science of Dynamic Scheduling
Written by George
Pitagorsky |
| | Everyone
wants to know, with certainty, when a project will be over.
Sometimes
conditions dictate the project end date. The dynamic nature of projects makes
managing expectations a necessity.
Of
course, people also want to know how much projects will cost, but for now we
will focus on the time factor.
Schedules
help to keep stakeholders on track and informed regarding the work to be done,
when resources will be needed and when to expect when interim and final
deliverables will be ready. Target dates, deadlines and accomplishments
motivate performers. Schedules contribute to realistic expectations.
However,
unrealistic schedules put unnecessary pressure on performers. Overly aggressive
deadlines increase the risk of cutting corners and impacting the quality of the
outcome. Scheduling requires expertise, time, and effort across project
life.
Art and Science
Scheduling
is both an art and a science.
The
science of
scheduling says that when you know the scope (requirements), you can identify
the tasks and the resources required to perform them. You can estimate how much
effort is required for each task and establish how the tasks relate to one
another (dependencies). When you add in the availability of resources and their
productivity and calendar realities, you can compute the schedule.
When the
right tools are used well, and the project is well protected from external
forces (like ever shifting priorities that change resource availability),
the scientific approach works fine.
The art is bringing realistic
thinking, negotiation and expectation management into play by
applying emotional and social intelligence. The art is needed
when timeliness is critical to success, priorities shift, the availability of
resources is fluid, effort estimates are less than perfect, external events get
in the way and requirements change. Some of these
challenges will come up even in the most protected projects in the most
enlightened environments. Uncertainty and volatility are facts of
life.
To manage
well, based on the nature of your environment, strike a balance between art and
science to dynamically manage the schedule and expectations.
Manage Expectations: Dynamic Process
A
schedule is a dynamic representation of events over time. The key word is
dynamic. The schedule when
published is a snapshot as of a moment in time. It is a model based on
assumptions.
Make sure
you and all the stakeholders realize and remember that the schedule will not
predict the future with complete accuracy. You will not know when a
project will be over until it is over.
Change, Risk and Time
Change
and risk management are integral parts of dynamic scheduling. With that in
mind, manage stakeholders' expectations by pushing back against irrational
deadlines, and keeping the schedule up to date, reflecting the effects of
changes and risk.
Risk
management addresses what may occur, how likely and with what
impact. The schedule must consider obstacles as well as the events
that can enhance the project's probability of success. Among those events
are changes to any factor that influences the schedule - requirements,
resources, effort and duration.
Change
management addresses the events that occur during the project those impact task
durations, resources and scope. Risk management considers all these
events so the schedule will accommodate them with minimal change to the
expected project end date. As changes are encountered, the schedule must
be managed to ensure that it is a realistic prediction of the actual outcome. |
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Empowering Employees to Drive Continuous Improvement
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| Does this sound like you?
"I want to engage my staff to get involved in improving the way our
business operates, but everything I try just doesn't seem to have an
impact"
If so, you are definitely in the majority. Businesses in almost every
industry and sector struggle with getting staff involved in their continuous
improvement initiatives, and wrestle with how to better engage their teams in
efforts to improve business processes. And even if they do get that figured out
and off the ground, it often introduces a new set of challenges; sustaining
that momentum.
First, the good news. Your employees WANT to be given the chance to improve
your business, to have a voice in process improvement. Now the bad news (or at
least the harder news); your management team needs to make it easy for their
teams to do so.
So then, how can you make the path improvement easier for your teams? Here
are my top 10 tips, tactics and approaches to empower and enable your staff
(and you) excited about driving business process improvements, and on to
becoming continuous improvement ambassadors for your organization.
1. Acknowledge the Room for improvement
Q: Do you know what the biggest room in the world is?
A: The room for improvement.
Dad jokes aside, sometimes just acknowledging to your staff that there are
opportunities to improve, not just the business, but their way of working, can
be of great help in getting them on board. Every business faces challenges, and
ignoring them, spinning them, and sweeping them under the rug does nothing to
help. Acknowledge the problems, see them as opportunities, and meet them head
on. To really amplify the message, create a safe environment for your staff to
bring opportunities forward, and even contribute to solving them.
2. Communicate
One of the best ways to build trust with your team members is to be open and
transparent with your intentions, your projects, and your progress. Not only
will this keep the idea of continuous improvement it top of mind, but your
communication tools can be used as a vehicle to accelerate your efforts and
impact.
3. Offer employee training
The impact of offering training to your staff is two-fold. First, it ensures
your teams have the proper training, ongoing support and the resources they
need to get involved with and contribute to, your continuous improvement
initiatives. Second, and likely more important (to them at least), is that it
also demonstrates a willingness to invest in them and their careers.
4. Make it a part of everyone's job
“What gets measured gets done.” While the source of that statement is
debatable, the sentiment is not. If you want to drive continuous improvement in
your organization, make it personal. Establish individual and team performance
outcomes and expectations, including KPIs, to obtain the desired effect. The
best way to do that is to include continuous improvement objectives in every
job description, as well as annual/quarterly/etc. personal development
programs. |
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| 7 Mission Critical Things to Consider When Building Your Project Plan |
| You’ve just
been put in charge of a large, cross-functional project. You’re overseeing
different teams, complex tasks and resources, and numerous deadlines — it feels
like you’re building a house of cards.
Things are
only getting started, and people are already coming to you with questions,
concerns, and ideas.
What do they
need to do? When do they need to have their pieces done by? Will this project
satisfy their own team’s goals? Wouldn’t it be better if they did things this
way, instead of that way?
You can
already feel the project spiraling into chaos, and you know you need to
introduce some structure and order — fast. What you need is a project plan.
7
considerations when building your project plan
Sitting down
to write a comprehensive plan that covers every single detail of your project
feels completely overwhelming at this point. Your head is spinning with all of
the people involved and everything that needs to be done.
Don’t start
tearing your hair out yet. As the project planner, the easiest place to start
is by identifying the core elements that your plan needs to cover. From there,
you can piece them together in a way that makes sense and then fill in any
gaps.
So, what are
those core elements you need to include? Here are 7 important considerations
when putting together your project plan document.
Consideration
#1: Project goals
Before
hashing out the nitty-gritty details of your project plan outline, you need to
first understand the “what” and the “why.” What is the project and why are you
doing it?
Let’s assume
that you’re spearheading the creation of a new webinar with the goal of adding
more prospects to your email list.
That’s a
helpful starting point — and it does outline the action and the intended result.
But, a truly impactful goal will dig deeper to ensure that all project players
are on the same page before any work actually starts.
According to
executive leaders, a lack of clear goals accounts for 37% of project failures.
So, rather than settling for something general like the above, add more detail
and make it quantifiable. That way you can monitor progress and immediately
spot when something is off track.
That’s a fairly
straightforward example. Keep in mind that projects can have smaller goals that
fall under the overarching objective — and those goals might even be different
depending on what stakeholders are involved.
For example, sales and
marketing might have the goal of adding new prospects, while the PR team is
aiming to earn some media, and the product team is hoping for some valuable
customer feedback.
Outline each of those goals
(the large ones and the smaller ones) right now, so you can keep them in mind
as you map out the rest of your project work plan.
INSIDER TIP: It takes some work to craft a goal
that’s actually effective. Use the SMART goal framework to ensure that you
check all of the necessary boxes as you’re sketching out that objective.
Consideration #2: Roles and
responsibilities
Especially on large projects,
you’ll have numerous people participating. While that allows for a lot of ideas
and innovation, too many cooks in the kitchen can also be confusing.
Clearly detailing who is
responsible for what helps to avoid any crossed wires or chaos. It’s also
helpful for increasing transparency across the team about who’s doing what, and
is important information for you to have as you’re setting deadlines and
managing workloads and resources.
Make it explicitly clear
who’s handling what portions of the project, as well as who the point person
is, so people know who to approach if they run into problems.
Sticking with the webinar
example, your project plan should include something that looks like this:
- You, Project Management Team: Act as the point person and oversee
the project, including deadlines and budget.
- Karen, HR Team: Plan the content and host the
webinar.
- Jason, Design Team: Design the slides and
promotional graphics for the webinar.
- Luke, Marketing Team: Promote the webinar.
- Madeline, Sales Team: Monitor the influx of leads.
If your project is
particularly large, you might not be able to get as granular at this point.
That’s OK — at the very least, detail what each team or department is working
on so that everybody understands who’s responsible for what piece of the
project. A Scrum or Kanban project plan board can help individual stakeholders
keep track of their responsibilities.
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| | | How to Write a Project Plan in 8 Easy Steps |
| | It’s Friday afternoon. You’ve checked in with your team, your projects are
on target, and you’re prepared for next week. Your weekend’s looking bright.
Suddenly, your boss comes to your desk with exciting news. You’ll be heading
the next major multi-team project with a key client, and the kickoff is next
week. This is great news, but now this specter looms over your weekend. You’ll
have to get the project organized ASAP, but with so many stakeholders involved,
where do you even start?
The project planning process can be tricky, especially as projects become
more complex. According to Forbes, 25% of technology projects fail outright,
which is a dismal statistic for project leaders. The good news is you don’t
need to be a project management expert — or sacrifice your weekend — to plan a
successful project kickoff in a short amount of time. You just need to
understand the 8 simple steps of how to write a project plan.
How to write a project plan in 8 easy steps...
Step 1: Explain the project to key stakeholders, define goals, and get
initial buy-in
The first step in any project is to define the “what” and “why”. Key
stakeholders have the influence and authority to determine whether a project is
successful, and their objectives must be satisfied. Even if the project comes
from the CEO himself, you still need their buy-in.
Use this initial conversation to get aligned, define goals, and determine
the value of the project. In this part of the project planning process, discuss
needs, expectations, and establish baselines for project scope, budget, and
timeline. This creates a solid base for your project work plan.
Questions you should consider reviewing with stakeholders:
- How does
the project align with company goals?
- What do
stakeholders expect? What will be expected from them?
- How will
you measure success?
- What are
your resources?
- What
assets or deliverables are expected out of this project?
Step 2: List out goals, align OKRs, and outline the project
According to executive leaders, a lack of clear goals accounts for 37% of project
failure. Without clear goals, you’ll find that the requirements, tasks, and
deadlines you set for your project work plan have nothing anchoring them. But
now that you have a list of key stakeholder needs and their buy-in, begin to
assign them to goals and OKRs. OKRs are a planning and goal setting technique
made famous by Intel and Google. Your project should align with your team and
company’s OKRs.
Try writing down the project goals in a project plan board and connect them
to the stakeholder requirements they address. From there, build out the
structure, milestones, and tasks it takes to reach those goals. Milestones can
define check-in points throughout the project so that everyone is clear about
what progress looks like, what the expectations are, and when they’ll be
measured.
Step 3: Create a project scope document
Now that you have the project outlined, your tasks aligned with goals, and
buy-in from the team, it’s time to create a project scope document detailing the
project elements you’ve listed in step 2.
Look at each deliverable and define the series of tasks that must be
completed to accomplish each one. For each task, determine the amount of time
it’ll take, the resources necessary, and who will be responsible for execution.
Finalize and record the project details so that everyone has a single source of
truth. Make the document easily shareable, like in your project management tool,
in order to reduce the chance of costly miscommunication.
While preparing project scope documentation should be standard practice, 1
in 4 project managers surveyed in Wellingstone's State of Project Management
Survey said that they “never” or “sometimes” prepare standard scoping
documents. Creating one ensures you stand out from the crowd and helps everyone
stay on the same page. |
| | | | | Project management books can be incredibly useful tool if you’re new to project management or have just been put in charge of a massive, scary project. Read up, learn and get some project management books on your bookshelf.
The beauty of books on project management is that while you may not have the necessary experience, several others do! Sure, trial and error may be a great way to learn, but being able to avoid errors by using over someone else’s project management knowledge and experience is always a smart choice.
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