Eye on the Workforce

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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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Getting Those Approvals

Planning Around Scarce Expertise (RPA & OCM)

Beware Haloes & Courtesy Copies

Communicating the Vision (RPA & OCM)

Communicate the Schedule Early (RPA & OCM)

Planning Around Scarce Expertise (RPA & OCM)

This is the third post in a series related to Robotic Process Automation*, begun in association with PMI's Information Systems and Technology Symposium, June 14, 2017, where I presented Becoming an RPA-Ready Project Manager. You can filter posts in this blog to find all related to "Robotic Process Automation". You can also watch that presentation for PDU credit.

Communicating the vision and the schedule were the two organizational change management success factors covered in previous posts. They are very important pieces in the change puzzle. But let's get a little more practical. Successful change management also requires having the right project resources with the necessary skills in time for project start, does it not?

Here are two scenarios that you could encounter in an RPA situation. One is what might be experienced in a group new to RPA projects. The other is what might be experienced in an RPA shop that is a little more mature. Each illustrates the importance of managing project resources to the success of the organizational change as a whole.

In an organization just starting out with RPA, preparing for the first project, few or none of the resources may be familiar with agile methodology or the general process for short RPA projects. The resources are not fully prepared for their roles. Training and preparation activities delay the start of the initial project and likely the end of the project. Leaders, expecting fast financial results as per the business case for RPA, are suddenly questioning the RPA group's ability to execute. Non-supporters in the general organization's workforce suddenly see a reason to become more vocal against the RPA-based organizational changes in general. The new RPA is team is frustrated that they are off to a bad start and will not find it as easy to drive forward in an environment of skepticism as they would have had if they had better managed resources.

Avoid this scenario with more precise planning. You must avoid underestimating how fast you can produce a ready team.

  • Use "left to right" schedule planning for this. Include all activities, especially because you may need to justify a long period before the first project can begin. Think you can produce a full task list? Be sure to add these: expertise gap analysis, create job description for brand new specialist role, recruit needed specialists, interviewing, hiring, wait for background checks, wait for other HR activities you're not sure about but always cause delays, orientation, special new RPA training, team formation. Remember that RPA teams are small. Every unfilled role is a critical problem.
  • Make a conservative estimate as to the time it will take to obtain and prepare the specialized resources you need. Don't even think of scheduling your first project start until all activities are completed.
  • Create a contingency plan for not being able to find the expertise you need. For example, you may have to identify and poach expertise from other organizations. You may have to wait for someone newly trained to get up to speed. Either way, alternatives will take a little extra time and attention than using the standard recruiting group.
  • Consider delaying certain communications about project start if you are not sure of being able to execute on your resource plan. Treat as a high impact risk.

The second scenario is when you are in a more mature RPA shop (as in the Establishing Phase as described in the presentation), you cannot hire new resources with the necessary agile or RPA expertise causing a set of projects to be delayed before they really get going. Organizational leaders, made more hungry by your initial success, desire the same cost-saving benefits coming at a faster rate. They are frustrated by your lack of ability to scale operations.

The point when you start to scale up your RPA operation is significantly different from when you have one or two teams.  (Refer to presentation for details if you like.) The problems with resource management are multiplied.

  • Include in your scaling up plan a tightly-bound recruiting function. Use the corporate recruiting function if you have one. Spend time training these recruiters on what skills you need and why. Describe the needs of your small teams and their short intense agile projects.
  • If you have to use outside recruiters, do the same but also remember to meet often to provide feedback on quality of candidates. You need to get what you ask for. The timing is also important so provide feedback on how fast they are finding experts. Use their info to set expectations on the rate of scaling your team. If you can't fill a role, the whole team has to wait. Your schedule must be set accordingly.
  • Don't suggest to leaders that you can move faster than you can clearly prove through action. We are in a time of high growth for RPA work. That can easily lead to a shortage of talent when you need it. Set expectations accordingly - with everyone involved.

Making sure you have the resources you need when you need them to complete projects is always important for successful organizational change management. With RPA, a new, fast-growing specialty, resource availability presents a significant risk. Don't it be your weakness.

Note:  There will be resources that are not involved in specific project work that will need to be covered by an organizational change plan. These will be covered in other Change Management posts.

 

* Robotic Process Automation:  For our purposes, configuring a software robot, using one of the relatively new tools available, to complete a certain part of a work process formerly completed by FTEs. RPA is not Artificial Intelligence, but simply a way of automating the execution of well-defined business rules. Projects are short and bring quick benefits to the organization.

Posted on: December 29, 2017 02:07 PM | Permalink | Comments (11)

Communicating the Vision (RPA & OCM)

This is the second post in a series related to Robotic Process Automation*, begun in association with PMI's Information Systems and Technology Symposium, June 14, 2017, where I presented Becoming an RPA-Ready Project Manager. You can filter posts in this blog to find all related to "Robotic Process Automation".

Another component of organizational change management that you will need to monitor as a project manager is that the vision for the change has been communicated. Generally, you do not have to personally manage vision communication. It is the job of senior leaders to define and sometimes a special group helps to formalize the actual message into emails and intranet web pages. Still. it is wise for you to make sure it is going to be done properly or the tasks you are accountable for will not likely be successful as planned. You just have to love those out-of-project dependencies!

How do you know the vision of organizational change? It is a clear description of the target future state of the organization and the benefits that will be expected. Don't settle for anything less. For organization-wide RPA efforts, where the vision includes software robots doing some of the work previously done by most human resources, the description must include a more satisfactory workplace where workers complete less tedious, more valuable work.

If the vision is not communicated to everyone, your project gets run off the rails by

  • Conflicting interpretations of what the end point is leading to
  • Differing senses of impact by individuals or groups, differing senses of urgency
  • Ability of groups or individuals to promote their own agenda or pressure for certain changes
  • Changes occur, but not exactly what is needed to meet the vision. Interpretations change over time, or other factors.

Don't wait for these symptoms to occur, unless you are a masochist. Treat proper organizational communication as an Assumption, Dependency or something else formal and reportable. My paramour Amelia was wisecracking at lunch the other day that if you publicize a dependency for vision communication, then you might spur "someone" into action to do it!

What about the rollout of that vision? You will know effective, broad communication of the RPA effort vision is occurring when great practices for organization-wide communications are implemented. That includes:

  • Multiple channels used, such as email, dedicated intranet area, town hall sessions
  • Initial communications and ongoing updates
  • Executive participation
  • Q&A sessions with leaders

Make a note to look for these great practices to monitor your Assumption or Dependency. Don't see them? Consider managing as a Risk.

The communication should be continual and take many perspectives, such as

  • The importance of the organization's ability to succeed or avoid failure in marketplace, improve customer satisfaction. This addresses concerns of those who always ask the question "Why are we doing this in the first place? Everything was fine before."
  • The new structure to support better employee satisfaction
  • The new more productive and profitable business processes

Per member Philippe Schuler responding to the first OCM post, success stories are also important in organizational change management communications. In RPA projects, workers (users) will be expected to be skeptical of the changes, but evidence that it has worked well previously will help calm fears. Especially useful stories for RPA will include any that show the workers who have robots working for them are more productive and happy with their now more valuable work - and thus making the vision manifest.

If you start to see a lot of push-back to your RPA projects, it may not be your teams' fault, it could be inadequate organizational readiness for your projects. Consider escalating with that as a potential cause. The solution to that problem should be different than having you just push harder yet again. It could be resolved as a management problem beyond your role. 

 

* Robotic Process Automation:  For our purposes, configuring a software robot, using one of the relatively new tools available, to complete a certain part of a work process formerly completed by FTEs. RPA is not Artificial Intelligence, but simply a way of automating the execution of well-defined business rules. Projects are short and bring quick benefits to the organization.

 

Posted on: July 27, 2017 08:58 PM | Permalink | Comments (8)

Communicate the Schedule Early (RPA & OCM)

This is the first post in a series related to Robotic Process Automation*, begun in association with PMI's Information Systems and Technology Symposium, June 14, 2017, where I presented Becoming an RPA-Ready Project Manager. You will be able to filter posts in this blog to find all related to "Robotic Process Automation".

It's a couple of days after my presentation at the Symposium with an energetic crowd of attendees from all over the world. The chat stream was at times very funny. In addition to being a potential career path for us project managers, Robotic Process Automation lends itself to really humorous comments and interpretations. That will make it fun to talk about. Maybe we can all discuss it with my new girlfriend Amelia.

Let's get started.

As I said in my presentation, the first RPA-specific posts will be about Organizational Change Management (OCM). Organizational Change Management is a critical component of projects that require new work processes for people, on the business side or the technology side. RPA efforts are a perfect example. Unfortunately, the details of how this component integrates with project management is not always clear. It is worse when the organization in which you work does not have a mature OCM process to follow or a specific team that handles the OCM functions.

Picture it:  Your new work process project is chugging along. The technology is near to being deployed. Quality of the new technology looks very good. The budget did not go over too much, thank goodness. You are planning to transition the final resources out of the project. You will be able to take a few days off finally.

But wait! Alarms are going off! In emails at least. Not everyone is ready. One of the unready groups is the Help Desk team. They have not finished their training and other preparations. You also hear there is a similar situation with the users on the business side.

Fast forward to the lessons learned session. It's a bit awkward when the training issue comes up. The actual lesson earned cannot be immediately agreed to by the attendees. You have to wonder, "What happened?"

It could have been any number of factors, all within the OCM component. In this special series of posts, I will go over as many of these factors as I can, all in context of Robotic Process Automation (RPA) projects. These projects present good examples albeit with the increased need for urgency that RPA demands.
Adds to the drama.
And you love the drama.

Now back to OCM: One success factor for organizational change is that there is a general schedule communicated to all those affected by the change generated by your project. Not just the stakeholders. Not just the supervisors. The communication must be to all who are affected. They just need a summary of what will happen and when. They don't need your entire detailed work plan. This part of OCM has many benefits, including

  • Making the change appear more "real"
  • Building trust by showing that planning by multiple teams has gone into the effort
  • Providing everyone a consistent go live date
  • Building a sense of urgency around actions leading to the go live date
  • Showing specifically what leadership has agreed to
  • Helping the planning effort of other teams that may not be closely controlled or monitored by you

For RPA projects, specific target dates may be given for the following activities

  • Process re-design around use of the software robot
  • New definitions of roles (typically occurs if multiple roles can be consolidated once the software robot is in place)
  • User training (targeted to those who previously did the work previous to having the software robot as a support)
  • Support staff and supervisor training (help desk, supervisors of users, control partners)
  • Go live date

"Target dates" are fine, especially since it is best to communicate the high-level schedule as soon as possible. Later schedule revisions can be communicated in a timely fashion.

Communicating the general schedule of the steps leading to a work process and workforce change is just one part of managing that change. All together they will keep all teams associated with the project aligned, on time and with les resistance. Future posts in the series will cover other components of OCM and their relationship to RPA projects.

 

* Robotic Process Automation:  Configuring a software robot, using one of the relatively new tools available, to complete a certain part of a work process formerly completed by FTEs. RPA is not Artificial Intelligence, but simply a way of automating the execution of well-defined business rules. Projects are short and bring quick benefits to the organization.

 

Posted on: June 16, 2017 10:37 AM | Permalink | Comments (7)
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