Eye on the Workforce

Workforce management is a key part of project success, but project managers often find it difficult to get trustworthy information on what really works. From interpersonal interactions to big workforce issues we'll look the latest research and proven techniques to find the most effective solutions for your projects.

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Recent Posts

Disengagement and Low Unemployment - A Toxic Combination

Communicate Value of Your Project Early

What's Killing Productivity? And What Should You Not Do?

How to Structure a Bad News E-mail Message

Keep Drama on the Stage

My PMP Recertification Story (Warn Your PMs)

Categories: Learning, Manage People

I recently re-certified for my PMP, and I learned some lessons for next time. Still, I’m glad I did it and learned a lot to become more skillful for the future.


There are just too many points needed to fill them in at the last minute, even in the last months. I was lucky in that I had a continuous way to make points over time, but the rationalization that comes from procrastination made me think that I had more PDUs than I thought. Look at the number of PDUs you need and plan to space them out over the three years. It’s just like an intermediate milestone in a project plan. Tracking your progress will let you know whether you are falling behind or not.

PDU Caps

What made procrastination worse was that the PDU category caps limited the number PDUs I could get from certain activities. I mismanaged this.

Granted, you can do all the PDU classes and local PMI continuing education you want to meet 100% of your goal and this is a good thing. You even get to meet great people.

But if you choose to get PDUs through other means, there are limits. That’s where I went wrong. I thought I could get more points in one category than was actually true. Don’t do as I do, do as I say.

  • Don’t think Self-Directed Learning is the same as continuing education or other types of courses. You are limited to 30 self-directed learning PDUs per cycle, for example, if you are maintaining a PMP.
  • The same goes for Creating New PM Knowledge. There is a 45 PDU cap there. And by the way, check the three categories of Creating New PM Knowledge to make sure what you think qualifies actually qualifies. Ditto this for Volunteer Service.
  • Next, you might think that you can get a large number of PDUs from Work as a Practitioner. Here you are limited to 5 PDUs per year.

So clearly you need a decent plan where you think about how and when you will best obtain the most PDUs for the activities you will actually complete and enjoy. You like taking classes? Then take classes. You like a mix of classes, continuing education at PMI meetings, but you also enjoy create new knowledge? Plan to do all of those things and document it during the 3-year cycle on your PDU meter on the PMI site.

If you don’t have a plan, then you could be left scrambling in the final months, when work load happens to be at its peak and when employer-provided online courses are switching over to the new PMBOK versions and then you find that you have completed the wrong mix of PDUs in categories.

Believe me, it can happen. Don’t ask me how I know.

If you lead PMs who are also re-certifying, tell them the same thing.

Posted on: November 20, 2013 11:23 PM | Permalink | Comments (3)

Using Projects as Your Personal Development Goals

I recently completed an article on Better Annual Performance Goal Planning but was not really finished. There is more advice to pass on. 

You can read the article first, but it's not necessary. But definitely read it. Really. 

The point of the article is that small process improvement projects can be great to use as goals in your annual personal/career development plan - if you do it right and take advantage of your project management skills. Here's an example scenario to help you understand how to apply the steps to yourself.

  • You see a problem with recent project selection where IT infrastructure improvements have been the norm and business processes updates have not  been given adequate attention.  You want to show that you can fix this to add to the efficiency of the organization while improving your skills.  
  • Your plan is to define your skill improvement as leading a short-term project updating business processes to correspond to recent IT infrastructure improvements.  
  • You put that project into your annual development plan, after obtaining approval from the boss. You are not finished, however.

This project is a little different than you are used to in that there will have to be a closer collaboration with more business stakeholders. Of course, that is how you are developing new skills. You determine that you need, in addition to your existing project management skills, training in certain business details, and that this training should be included in your development plan.  

You can be general about the training required, because considerations get a little complicated. For example, once you get into the project in this scenario...

  • You will likely need business organizational information (who reports to whom, which departments do what activities, etc.). This may or may not require formal training.
  • You will likely need to know current business process workflows. These should be documented somewhere. If up-to-date business process workflows do not exist, too often the case, you may have to develop or update them in your project. To be successful in this activity, you may have to take some kind of legal/compliance training or obtain knowledge specific to the business. That would be documentable.

Finally, keep track of your deliverables and development in association with the project so that you can document all that you did for your periodic development review. 

Posted on: February 03, 2013 09:30 AM | Permalink | Comments (0)

Talking the Talk – For Learning & Performance (Part 4)

Continuing from my last post…

 When you are successful at getting project workers to participate in an authentic conversation, most likely in some kind of corporate social media, you will naturally get incidents of unconstructive posts. To maintain Inclusion you must take quick, clear action to correct the violation. Be active in this effort because there is a difficult transition from regular social posting to corporate posting.

  • Enforce the etiquette rules established earlier by searching for posts that are not constructive, make personal attacks, or even indirectly question the skills of someone who posts.
  • Refer to etiquette rules to explain why there was a specific problem and why this will not be tolerated.
  • Especially in the early weeks and months, send general reminders around to remind participants of the etiquette rules.
  • To avoid appearing to be a school marm with a ruler, "like" those posts that are constructive, even if they challenge sacred cows.


Now it's time to look at the fourth of four factors contributing to real, honest and constructive project communications:  Intentionality .

This seems a little vague at first, but it is actually good practical advice. Your project has a charter, a direction, an objective. It supports a business strategy. You should make sure that the project communications align to all of this.

  • When posts get off track from the project, make posts or comment to these posts to bring the topic back to support of the project. For example, when a discussion degrades into complaining about the state of IT education in regional universities, you or your designee posts a re-directing post perhaps asking a question like, "OK, we can't fix that problem, but can we resolve the issue which started this discussion of having to wait for contingent workers to be hired for testing? As stated in a previous comment, we are trying to improve quality of our deliverables this year."

  • Allow interactions to proceed that are resolving complex issues by bring up outside-of-project solutions. These are not necessarily off-track and may be just be the authentic conversations that you are trying to support. For example, when a discussion post blames a project problem on lack of management attention to the project, don't shrink away. Pursue this further to get details. You want an open and honest conversation.

So it turns out that, for your project, there's not an "I" in team. There are four I's: Intimacy, Interactivity, Inclusion and Intentionality. You need to manage them all for ongoing effective communications and workforce just-in-time learning. You should utilize modern corporate social media and use the correct tactics. It's a new set of problems, but if you master the solutions, you will be setting yourself up for the new era in project management.

If you think abut it, this is not too much more than what a great project manager should be doing already: Setting the tone, laying the groundwork for good communications, enabling people to perform better, ensuring appropriate learning gets done.

But doing this using your new knowledge of tactics based on Intimacy, Interactivity, Inclusion and Intentionality, will allow you to surpass those who, for whatever reason, choose not to embrace the inevitable. You will set yourself apart as a leader in communication and workforce learning and performance. You will be appreciated by project participants and enable those who are gatekeepers for your next career move to see that you should motor through.

Posted on: December 20, 2012 08:03 PM | Permalink | Comments (0)

Talking the Talk – For Learning & Performance (Part 3)

This is the third post in a series, translating concepts in this Harvard Business School article about the book Talk, Inc into tactics usable in your project. That article stated that there are four key factors necessary to create a constructive, authentic continuing conversation. The reason why there are so few organizations that have this vital type of conversation is that four factors must be managed properly.

Previously, I have described how you can set an environment where Intimacy exists so that workers are comfortable in honest and open conversation . You have also seen how to maximize Interactivity.

According to the book, the third of four critical factors to improve the corporate conversation is Inclusion. You will have to be inclusive of all project participants in your communications to ensure  that

  • the information transferred is authentic, constructive and continual
  • participants learn efficiently
  • teams perform efficiently

The more the merrier. Getting everyone involved in the conversation is very important to maintaining that communication, but this will take special effort, even after you deal with the passive-aggressive individuals. You have to set the tone from the beginning that you desire all to participate. Then you have make that goal a reality.

Once you get the lines of communication open, make starting the conversation easier.

  • Train everyone on any relatively new communication technology to the organization, especially if it is corporate social media. While those of certain generations enjoy social media as a part of their daily lives, others do not use it much in their personal lives. They just need a little help learning how to use it at work.
  • Explain what kind of communication "turns off" others. Focus on interaction etiquette. This will reduce problems. For example, explain that opposing arguments should be against an idea, not an individual. Everyone must maintain a professionalism and respect while they get work done and issues resolved.
  • Send a message to everyone that it is time to begin the conversation.
  • Actively and publically bring in others from groups who usually do not have constant involvement, such as certain stakeholders. They can easily use the same discussions everyone else is using, so there is some egalitarianism.
  • Actively request input from passive-aggressive participants.
  •  Explain how the project leaders understand the importance of everyone having a voice prior to decisions being made and to avoid and resolve issues.
  • Have the project leaders individually explain their value of everyone being involved. Say what a value it will be to get honest input in real time to make the project work better.

To get project participants to keep on communicating,

  • Respond to their comments quickly.
  • Use hash tags to respond, so that the acknowledgement gets to the individual and can be captured in trending statistics.

How does this bring benefits to project learning and performance? Because learning is social, everyone involved in the ongoing project conversation will be able to get a fast transfer of information in a compelling format that can be used to get work done. This is real, practical sharing unlike what has been possible before. There has never been a better way to maintain a feeling of togetherness and collaboration in your project or organization.

In my next post, I will finish up Inclusion by explaining how to deal with communication problems  when they arise. We can't wear rose-colored glasses here!  To solve obstacles to effective conversation, you have to know the fourth and final critical factor. Can you guess what letter it starts with?

Posted on: December 17, 2012 08:01 AM | Permalink | Comments (0)

Talking the Talk – For Learning & Performance (Part 2)

My last post was the start of my comments after reading an article about a book. Sounds a bit removed from the source, but it serves our purpose to find the latest best information out there to help us manage the workforce better. This particular article was written by Harvard Business School staff to promote a Harvard Business School book that helps explain the importance of effective corporate communications. I'm taking learnings from that book and applying them to effective project communications, including fixing a problem with enterprise social media not working well.

Basically, the recommendation of the book is to use a conversational approach to up, down and across sharing of information. Away with command and control messages and learning. Bring on the organizational conversation. I'm applying this concept to project communications.

I covered one of four key factors to manage in the first post: Intimacy. After establishing this factor, you are ready to move on to Interactivity where you enable the avenues of communication and get everyone involved.


  •  Make sure everyone has a chance to speak in the conversation. This is where social media can help you. Use  highly interactive social media sites to interact with project workers regularly.

  • If you have an internal blog make sure others can comment. If you established the first factor, then they should already feel free to comment. Start using open-ended questions to persuade others to join in the conversation.

  • When you do get feedback in comments, show appreciation to those who posted, even if they disagreed. Positively reinforce those who build on ideas to create better solutions. This will get everyone to see that they can add value in these particular conversations.

  • When you post in social media, make it more informal than like a directive. If you have difficulty, imagine yourself in a hallway talk or in a meeting in a small room where everyone is working together toward a single objective.

  • Use this technique for continuous improvement, asking everyone where the project can be doing better to meet its objectives and company goals. Be ready to accept criticism. How you handle that will go a great way to setting you up as a successful enterprise leader.
    Do:  Show your appreciation for all feedback and state that it will be assessed and reported later (into the conversation!).
    Don't:  Become defensive and explain immediately why the undesirable situation exists.

  • Keep the conversation moving. Have team leads, for example, monitor relevant conversations and post in useful areas that have slowed down in order to recharge the conversation the interaction.

  • When you use ideas from interactions, publicize that fact and praise all who participated in the conversation. This goes for improvement ideas, solutions to project obstacles, just about any positive outcome.

  • Build upon the conversations because participation builds ownership. Use the language of ownership in your conversations, such as "our project," and "your new solution".

And consider this:  If there is a dispersed group of business stakeholders without a single clear concept of requirements, would it be better to take what you can get documented and later continue making changes in the project or would it be better to let them build a consensus in a social media setting?

More on improving information flow and learning in your project as this series continues. Until then, keep the conversation flowing.

Posted on: November 06, 2012 07:22 AM | Permalink | Comments (0)

"The whole problem with the world is that fools and fanatics are always so certain of themselves, but wiser people so full of doubts."

- Bertrand Russell