Project Management

PMI Global Insights

by , , , , ,
Whether it’s in-person or virtual, PMI events give you the right skills to complete amazing projects. In this blog, whether it be our Virtual Experience Series, PMI Training (formerly Seminars World) or PMI® Global Summit, experienced event presenters past, present and future from the entire PMI event family share their knowledge on a wide range of issues important to project managers.

About this Blog

RSS

View Posts By:

Cameron McGaughy
Julie Ho
Heather McLarnon
Laura Schofield
Michelle Brown
Kimberly Whitby

Past Contributors:

Johanna Rusly
April Birchmeier
Nikki Evans
Dalibor Ninkovic
Dr. Deepa Bhide
Chris DiBella
Nic Jain
Nicholas Sonnenberg
Karen Chovan
Jack Duggal
Catalin Dogaru
Priya Patra
Josh Parrott
Scott Lesnick-CSP
Antonio Nieto
Dimitrios Zaires
Ahmed Zouhair
Carmine Paragano
Te Wu
Scott Bain
Katie Mcconochie
Fabiola Maisonnier
Erik Agudelo
Paul Capello
Kiron Bondale
Jamie Champagne
Esra Tepeli
Renaldi Gondosubroto
Mel Ross
Laura Lazzerini
Kim Essendrup
Geetha Gopal
David Summers
Carol Martinez
Tai Cochran
Fabio Rigamonti
Archana Shetty
Geneviève Bouchard
Teresa Lawrence, PhD, PMP, CSM
Randall Englund
Kristy Tan Neckowicz
Moritz Sprenger
Mike Frenette
O. Chima Okereke
David Maynard
Nancie Celini
Brantlee Underhill
Claudia Alcelay
Sandra MacGillivray
Vibha Tripathi
Sharmila Das
Gina Abudi
Greg Githens
Joy Beatty
Sarah Mersereau
Lawrence Cooper
Donna Gregorio
Seth Greenwald
Bruce Gay
Wael Ramadan
Fiona Lin
Somnath Ghosh
Yasmina Khelifi
Erik Rueter
Joe Shi
Michel Thiry
Heather van Wyk
Jennifer Donahue
Barbara Trautlein
Steve Salisbury
Jill Diffendal
Yves Cavarec
Drew Craig
Stephanie Jaeger
Diana Robertson
Zahid Khan
Benjamin C. Anyacho
Nadia Vincent
Carlos Javier Pampliega García
Norma Lynch
Emily Luijbregts
Susan Coleman
Michelle Stronach
Sydni Neptune
Louise Fournier
Quincy Wright
Nesrin Aykac
Laura Samsó
Lily Woi
Jill Almaguer
Mayte Mata-Sivera
Marcos Arias
Karthik Ramamurthy
Michelle Venezia
Yoram Solomon
Cheryl Lee
Kelly George
Dan Furlong
Kristin Jones
Jeannette Cabanis-Brewin
Olivia Montgomery
Carlene Szostak
Hilary Kinney
Annmarie Curley
David Davis

Recent Posts

Are You Going to Be Bitter or Better? Top Takeaways from a Keynote on Change

Lessons Learned From PMI Global Summit 2023

Diversity Celebrated at PMI Global Summit

Lean Portfolio Management to Align Enterprise Strategy

A Glimpse into PMI Global Summit 2023: PMOs, Change Management, Strategy and Networking!

Categories

Agile, Agility, alignment, Ask the Expert, Benefits Realization, Best Practices, Bonding, Business Analysis, Calculating Project Value, Capital Projects, Career Development, Change Management, Cloud Computing, Collaboration, collaboration, Communication, Complexity, Congress 2016 Ask an Expert, Construction, Curiosity, Digital Transformation, digital transformation, Documentation, Earned Value Management, Education, EMEA, EMEA Congress Reflections, Engagement, engagement, Ethics, Events, Extra Info, Facilitation, forecasting, future, Generational PM, Global Congress 2016, Global Congress 2016 - North America, Global Summit, Global Summit 2023, Good News, Government, Healthcare, Human Aspects of PM, Human Resources, Identity, Innovation, IT Project Management, Kickoff, Leadership, Lessons Learned, Mentoring, Metrics, Networking, New Practitioners, Nontraditional Project Management, organisations, Organizational Risk, PM & the Economy, PM Think About It, PMI, PMI Congress, PMI Congress NA 2016, PMI EMEA Congress 2018, PMI Global Conference, PMI Global Conference 2017, PMI Global Conference 2019, PMI Global Congress - 2016, PMI Global Congress 2012 - North America, PMI Global Congress 2013 - EMEA, PMI Global Congress 2014 - North America, Pmi global congress 2014 - North America, PMI Global Congress 2015, PMI Global Congress 2015 - Ask the Expert, PMI Global Congress 2016 - EMEA, PMI Hours for Impact, PMI PMO Symposium 2013, PMI Pulse of the Profession, PMI Training, PMI Virtual Experience Series, PMIEMEA17, PMIEMEA19, PMO, PMXPO, Portfolio Management, Procurement, Professional Development, Program Management, Programs (PMO), Project Delivery, Project Failure, project kickoff, Project Planning, Project Requirements, Reflections on the PM Life, Risk, Risk Management, ROI, Roundtable, Scheduling, SeminarsWorld, Social Responsibility, SoftSkills, Stakeholder, Strategy, Sustainability, Talent Management, Teams, Techniques, test, The Moon, Tools, Training, Translations, Videos, Virtual Experience Series, Virtual Teams, Volunteering, war

Date

Value of Technical Program Management vs. Program Management without Technical Understanding

By: Vibha Tripathi

I presented at the PMI’s Virtual Experience Series 2023: 15 June. This was a great event with featured speakers, exhibits and networking activities.

My presentation, “Value of Technical Program Management vs. Program Management without Technical Understanding” focused on:

  • Evolution of program/project management discipline as the industry landscape evolved with digital revolution and advanced and disruptive technologies changing the landscape in which program and projects are delivered.
  • Leveraging the tools, technologies and paradigm from this advancement as well as evolving the mindset to effectively deliver in the changed landscape. 
  • This evolution brought fore the effectiveness of the role that lies in problem solving which is a core value proposition of the role. 

During my presentation, I received a lot of great questions that we didn’t get a chance to cover, and my responses are below.

  1. Is it better to have a specialist to keep an eye on the changing regulations rather than trying to stay on top of it as a PM?
    • That is correct having an expert to keep an eye on changes helps although if the answer for this is simple there is no need or no intrinsic value of PM/Pgm role, even an intern or executive assistant can organize meetings between various experts. Ability to find an appropriate expert and educating them about the program so they can suggest and/or keep any eye on certain markers which many impact the objective will differentiate between effective and ineffective PM. Even though it is never an exact science. Stating simplistically expert for compliance and regulatory landscape is the problem executives have with program and project managers. It shows lack of understanding- e.g.  what regulations you are talking about, for which region, for which regulations, what possible changes will impact objectives. Ideally it is the legal expertise needed but there have been many different branches of experts that have emerged depending on privacy, security, regulatory etc. compliance who work with legal experts. 
  2. Many Program Managers emerge from a technical role and are technical leads at the same time. How do we differentiate the difference between program management and the tech design implementation or execution roles etc. including the product design or user experience you are sharing and how do we explain these existing company dynamics through our framework?
    • Being a technical lead and program manager is two different roles. Sometimes I play both the roles, in that case I clearly state – I am putting a hat of SME or hat of program manager. It goes back to my statement, the key aspect of program manager role is problem solving. It does not mean doing someone else’s role. To begin with program manager ascertains the various roles of the program, leads, SMEs, steering leaders, sponsors etc. , which in itself is a task which requires understanding of program and then later to create a framework where these roles plan out delivery and their roles in it (with you helping by keeping objectives as the focal point for mapping out delivery), which at times changes the need of the role or identifies new roles needed, which then you work with leaders to fill. Important point to understand is each lead has accountability and responsibility to deliver and program managers create /enable an environment framework where those leads can come to raise concerns and issues for delivery. Based on your knowledge of overall program and roles, you either show them the next steps or person who can help or assess that there is a gap which just got uncovered and bring forth right people who can help solve it. An analogy which actually happened recently in one of my programs is a good example to perceive this role. The way I planned the program, all teams will finish the work but will release it together on the go -live day. I worked with them to create release sequence and identified who will do it and then on the day called each of them out to press their ”Go” button.  One of my executive sponsors drew the parallel to NASA mission director – who calls out different teams if they are ready– navigation and communications, payload, program autonomy, flight dynamics, satellite control, propulsion control, telemetry command etc.  It is important to know the difference between enabling the role to do their job or doing their job and this is not easy part to learn, most of the leaders in program management fail in this task and become the example of why either leaders or their roles are more of a liability.
  3. What is the role of the BA or Solution Architect if the PgM leads the technical arm?
    • Business Analyst, Solution Architect and any other role has specific delivery items which is decided in collaboration with them by the program manager. And, then work in collaboration with them for the effective delivery. Key part is that role definition is clear including responsibility of delivery but also important to know that a particular role should not collaborate or consult with other roles for their delivery. That is what the environment program manager needs to create along with steering leaders and sponsors so that the role definition is clear. Teams do not deliver in a silo, they work in a collaborative culture so specific delivery works towards overall objective and not on their own track.
  4. What is the best way for a PM without a technical background to acquire better technical understanding?
    • Asking questions and developing logical ability to connect the dots along with empowering teams to ask questions, vent, discuss anything they need with you even if not relevant. Basic principles remain the same – you do not need to know the inner workings on a judiciary or legislative systems to know if a policy is conducive or not. So, how do you know which candidate to vote for? how do you learn about their political agenda and impact of their policies? – By participating in relevant conversations, reading relevant materials and most of all asking questions.
  5. What level of technical knowledge is required for a technical program manager to be successful?
    • Mostly ability to use the knowledge that is needed more than technical knowledge itself. Point is what do you need to solve a problem to reach an objective and continuously learning from people and material as you take logical step to solve the problem. E.g. The company you work for do you know what product they create? Do you know what engineering methods they use for the product? Are there better engineering practices out there for these products to have better turnaround time, scalability, security etc.? What technology they use, and the methods and technology used have some non value added element?

In conclusion, I had a great time presenting, and the full presentation will be on demand through 31 January 2024. Visit PMI‘s Virtual Experience Series 2023: 15 June for more details.

Posted by Vibha Tripathi on: August 17, 2023 02:23 PM | Permalink | Comments (0)

From Pre-mortems to PM Tools, Follow These Tips for Better Project Management

By: Nick Sonnenberg
Founder, Leverage

In March, I had the honor of joining Kara Austin at the PMXPO Virtual Experience Series for the Book Club presentation (which you can still see on demand through January 31, 2024). I spoke about my book Come Up for Air, and continued the conversation in this blog in May when I answered some questions about changing “free for all” meeting attendance, work management tech systems, and getting your inbox to zero. Now it’s time for another round of Q&As that came from my session, where I address passion projects, overcoming obstacles, skill development and more!

1. What project have you worked on that you were most passionate about? 
The project I'm most passionate about is actually my book that just came out. We've been working on it for the last four years, and there's been so many moving parts. If we didn't have a work management tool to track all the different milestones and tasks, and collaborate with all the different people involved, this book wouldn't have happened.

We had projects for marketing, and then within that we had all the different marketing activities and initiatives like blogs and podcasts and ink articles; and then for actually writing the book, that was a separate project. So all of these various projects had all these milestones and tasks in there, which is where we collaborated. 

All those ultimately lived in a Come Up for Air portfolio, which housed all the projects. So in one place, we could see everything that needed to happen, all the milestones that we were going to hit. And yeah, it took a village to get this done, but if we didn't have it organized, it probably wouldn't have gotten done.

2. What obstacles did you need to overcome for this project to be a success?
So many obstacles. I would say time was the biggest obstacle. I'm the CEO of Leverage full-time, and working on a book is a full-time initiative in itself. So finding the time to be writing a book and working with the team on the book, as well as running a company, I think was the biggest challenge.

3. How did you overcome those challenges?
I would say one, we're all very efficient—we're not wasting time going on a scavenger hunt for information. By keeping things organized and not wasting time looking for something (”What's Aiden supposed to work on today?”), that saved a lot of time. 

I also have a fantastic team. I probably spent over 1,000 hours on this book, but if it weren't for having a full-time head of content on my team that wrote a lot of the book…I might have been able to still write a book, but it definitely wouldn't have been to the quality that you see it today. So I would say have a great team, have great systems. Ultimately, I think it's that simple—but it's not easy all the time to execute on.

4. What advice do you have, or what key lessons have you learned that have helped you manage projects better?
I would say the way that a project is kicked off is critical. So many people don't spend the time to kick it off properly. It could be over a text message or an email, or even in a work management tool, but it's not properly kicked off—meaning you don't establish clear owners or worlds and responsibilities. You don't spend the time to explain: Why are you doing this project? What does success look like? 

You know, a lot of people do post-mortems after projects where you reflect on what went well, what didn't go well, what was learned for the next time. But you might even want to consider a pre-mortem, where you sit down and say, “Okay, we got a book coming out February 2023. The goal is to hit the bestseller list. Now let's imagine that we don't.” And we start analyzing why we don't. You start having that conversation on the front end.

Across companies that we've seen, some teams do this—thinking through what the risks and challenges are, why we might not succeed. And having that conversation up front is so valuable. And having a project manager on the project, or someone that's responsible for making sure that the project's hygienic and that there's not a bunch of things past due, I think is critical as well. 

So in summary: Have you established roles and responsibilities to really kick it off properly with why are you doing this? What's the success criteria? In general, I like to think through the milestones that we need to be hitting before starting to think about all the minutiae, all the tasks. So on that kickoff call, we'll go through the high-level stuff, and then we'll start going from like 30,000 feet to 20,000 feet to 10,000 feet. Meaning, what are the milestones that we need to start hitting and laying out in order to achieve that bigger goal of completing the project? Once you get that, then we start thinking about what tasks we need to hit those milestones. 

5. What skills do you think are most important for project management?
A project manager needs to be organized. I think that you need to be technical, too. In this day and age—look, you could project manage off a piece of paper and a pen. But the future of project management is really about knowing how to use these more modern tools like Asana or ClickUp or Monday, because even if you are really well-organized and you have good follow-through and all of that, if you're not taking advantage of some of these really powerful tools—sure the project still might move forward and things will get done and you'll be on top of it, but these tools are built for a reason. They have functionality to make your life easier. They will allow you to move faster, not have to work as hard, maybe you can manage more projects. 

So you need those qualities of follow-through in an organization, but in the future it's gonna be more and more critical that you know how to use these more modern tools.

6. How would you recommend acquiring skills that someone might not have yet?
Read my book, Come Up for Air! Not to plug my book, but I wrote it because you need to know how to use the functionality of these tools. You could also go on YouTube to learn about how you do various things for whatever tool you need to use. What I found missing—and why I wrote the book—was there's not really best practices. Like, what's the purpose of the tool? When should you use one tool versus another? 

But there's a lot of free stuff online that people could just start Googling, honestly—Google is your friend. There are books out there. There's my book. PMI has some fantastic books, too. So, you know, there's some cheap solutions out there to really get started and inexpensively accelerate your learning.

7. What is your moonshot idea that you would love to assemble a team around and make reality?
Hmm, that's a great question. So this stuff that we do at Leverage, we do operational efficiency training and consulting. So regardless of whether you're a financial advisory firm or not—we've worked with companies that do poop spray, we've worked with some of the largest tech companies—everyone has very similar issues. And what we've established are best practices of when and how to use all these tools. 

And so in the future, what I envision Leverage doing is building technology. So imagine a bot that's living in your Slack or your Microsoft Teams or whatever your internal communication tool is, and that tool is connected to all of these other core tools that you use to collaborate—all these modern tools that kind of fit into my CPR framework that I talk about. Well, there's some common best practices that we teach that we could code and have a bot ping you and say, “Hey Kara, we notice that you have this many past-due tasks…”; or, “We notice that you haven't been getting to inbox zero in your email”; or, “Here’s a little video to remind you of what we've talked about before. And if you need some help, you could read this article or watch this video.”

So I think building some SaaS component to how we're training and consulting that connects to all these tools and tells you exactly where you’re missing the opportunity to be more efficient is the direction that we're going in.

Posted by Nicholas Sonnenberg on: August 16, 2023 11:39 AM | Permalink | Comments (0)

Presentation Recap: Becoming the Warrior

By: Dr. Jennifer Donahue Ph.D.

Last month, I had the pleasure of presenting at the PMI Virtual Experience Series 2023: 15 June. This was a great event with featured speakers, exhibits and networking activities.  My presentation was “Becoming the Warrior: Strategies to Break Through and Achieve Your Goals and Dreams”.  During this talk, I focused on the fact that we all have passion-fueled dreams that may seem too bold or too risky.  We are continually challenged to meet goals, either the goals of our organization, or the goals we set in our personal life. However, we often feel that our goals and dreams are out of reach, that we are not ready, we don’t have the time, or maybe we’re just not good enough.

During my 45-minute session, I exposed the reasons why many of you are not moving forward.  We struggle with imposter syndrome, self-doubt, the fear of failing, and roadblocks.

I received a lot of great questions that I didn’t get a chance to cover, and my responses are below.

Question 1: The challenge is knowing when your fear is serving you well or hindering you.
I wholeheartedly agree with this. I think a little fear is always required.  That little bit of fear tells you that you are doing something extraordinary. You are breaking out of your comfort zone, you're trying something new, or you've made a decision that could create a whole new life for you.  This little bit of fear is what counteracts your complacency and status quo.

I think of fear as both rational and irrational. Rational fears might be those times when you're walking at night or in an unknown area and your “Spidey senses” start to tingle. It's good to listen to this type of fear.

Then there are irrational fears. I spoke about my fear of hummingbirds. I know that this is absolutely, completely irrational in every single way. Hummingbirds do not attack people (according to Google). 

The key is to try to find the difference between the two types of fears. If you were embarking on a new journey, you may have a fear that you will not succeed. Use this type of fear to understand exactly where it originates from.  Develop safeguards you can put in place to ensure that you succeed.

Being afraid is OK, but not going after your goals and dreams because of that fear, is not OK.

Question 2: I’m curious how much toxic culture plays into this.
This is an important observation that I have not made before. We understand that we may have feelings of imposture syndrome and self-doubt, but adding a toxic culture will only complicate the situation.  Toxic cultures are characterized by unhealthy or negative work environments that might include open hostility, bullying or discrimination.

When we combine these imposter syndrome and toxic environments, it becomes easier to reinforce those negative beliefs we have about ourselves.  Toxic work cultures are often epitomized by unhealthy competitions, lack of support, bullying, harassment, and devaluing other people's accomplishments. Working in a toxic work culture creates an even larger uphill battle to overcome our own imposter syndromes and self-doubt.

Question 3: We need to remember our TEAMS experience these emotions too so we must remember, speak life, and build people up... not validate the lies/fear people are struggling with internally.
This is absolutely the truth! As leaders it is our job to make sure that our teams are healthy.

I often discuss that good leadership starts with you and I know this may sound absolutely selfish.  As leaders we are told, “it's not about you, it's about your team.”  And while this is true, we must have ourselves “sorted out” before we go and effectively lead others.

Once done, that is when it's imperative to make sure that we are observing our personnel and assisting them with their goals and aspirations.  We are all human. We all have issues that might not be readily apparent on the surface. Understand that others may be struggling and engage with your team to see where you can assist. Many times, just offering positive reinforcement may help others in ways that you might not understand.

I had a great time presenting, and the full presentation will be on demand through 31 January 2024. Visit PMI Virtual Experience Series 2023 for more details.

 

Posted by Jennifer Donahue on: August 11, 2023 03:54 PM | Permalink | Comments (0)

Upcoming Presentation: Future Approach to the Digital Transformation of Project Management

By: Carlos J. Pampliega

Introduction

In our fast-paced, digital-driven world, a key issue has surfaced for businesses: How can we effectively utilize the power of digital technologies to revolutionize our project management practices and nurture new, dynamic business models? 

This question is at the heart of a digital transformation that impacts not only how we interact with stakeholders but also how we view the world of project management. 

Join me for an enlightening presentation at PMI’s Virtual Experience Series 2023: 15 June, where we'll dig deep into this subject and explore the potential that awaits us in digital project management.

Digital Project Management

The frequency of digitalization and digital technologies in scientific literature serves as a clear indicator of the crucial role they play in our increasingly interconnected world. When combined with the power of cloud computing and AI, these digital tools have the potential to significantly streamline project management processes, boosting productivity and efficiency along the way.

However, the transformation we're discussing here isn't simply about transferring existing processes into a digital format. It's about harnessing the power of digital technologies to fundamentally change the very essence of project management and the business models that it supports.

Several real-world examples highlight the potential of digital project management in fostering new and innovative business models. The increasing ubiquity of digital technologies, paired with the massive amounts of data gathered by various devices and applications, is driving a need to rethink their business practices through a digital project management lens.

In essence, the secret to successful digital transformation lies in pinpointing the best opportunities to implement digital tools and understanding how they can dramatically alter our business models. However, even as we dive headfirst into the digital age, we must remember the importance of maintaining the foundational principles of project management, such as collaboration.

Interested in Learning More?

As we continue to explore and adapt to this digital landscape, it's important to remember that digital project management can have a profound effect on our project management processes. By effectively leveraging digital tools, we have the power to optimize our work, enrich the customer experience, streamline operations, and even devise new business models, leading to enhanced outcomes.

Finally, we'll examine the evolving role of project managers in this digital age. With digital technologies altering the landscape of business models, we'll understand how project managers can effectively navigate this change and lead their teams toward successful digital transformation.

I promise you; it will be an enlightening session that will leave you with actionable insights you can directly apply in your professional life.

Are you intrigued? 

Want to delve deeper into the exciting realm of digital project management? 

I would love you to join me on 15 June at the PMI Virtual Experience Series event for this presentation and participate in the question and answers with me and the rest of the PM community. We'll engage in meaningful dialogue about the future of digital project management and explore ways to drive transformation within our organizations. 

I can't wait to see you there!

Posted by Carlos Javier Pampliega García on: June 05, 2023 12:11 PM | Permalink | Comments (6)

Presentation Recap: PMXPO Book club

By: Nick Sonnenberg
Founder, Leverage

Last month, I had the honor of joining Kara Austin for the PMXPO Book club at the PMXPO Virtual Experience Series on March 23rd. I spoke about my book, Come Up for Air, and answered some questions around how teams can work together more efficiently. Here are a few questions posed during my presentation, with my best answers.

Question 1: I'm part of an organization that is very "meetings heavy" where meetings are often a free-for-all of people who don't need to be there. Do you have any advice as to how to gently influence change without people feeling resentful for being excluded?

This is a very common problem, and the solution is more of a mindset shift than anything—but I do have a few tactical suggestions as well. My first piece of advice is to simply educate your team on the value of their time and the cost of meetings.

Regardless of whether they're a salaried employee or paid by the hour, everyone has an effective hourly rate. So if you take the average hourly rate of people in a meeting and multiply it by the length, you can actually calculate the cost of a meeting. I'd suggest doing this as an exercise with your team to show them how much a typical meeting costs. It can be pretty eye-opening, as most people don't think this way and will be shocked by the cost of seemingly innocuous meetings.

Now, there are ultimately four ways to reduce the cost of a meeting. You can eliminate it, shorten it, reduce the number of people, or reduce its frequency (if it's a recurring meeting). Reducing the number of people is a very easy and impactful lever. Cutting out one person from an hour-long meeting, for example, could save you $50 to $100 depending on their rate. If that's a weekly meeting, you're looking at anywhere from $2500 to $5000 saved per year. And not only is it saving the company money, but it's giving that person more time to focus on important work.

So the first step is to just reinforce this concept and explain why limiting the number of people in a meeting is important. When you schedule a meeting, you should be thinking carefully about who actually needs to be there—especially for recurring meetings.

And then I have three other, more tactical suggestions. The first is that if someone is only relevant for a portion of the meeting, you can prioritize working through that part of the agenda first. They can then leave early and get back to their work.

The second is that anyone should feel comfortable leaving a meeting if they aren't contributing or feel they don't need to be there. This is a rule at my company and Elon Musk even has a similar rule in his companies. Sometimes people feel they'll get in trouble if they leave a meeting early, but it should really be the opposite.

And finally, remember that recordings and notes can be shared afterward. If someone doesn't have anything to contribute but should be kept in the loop, you can leave them off the calendar invite and send the notes or a recording afterward. Then, they can review that information and get up to speed at a time that's convenient for them. You can even sometimes use this strategy to eliminate meetings entirely.

Ultimately, this is all about protecting peoples' time. When you're in meetings all day, you don't have time for your most important work, and you're then forced to work late in order to get everything done. So I would make it clear that when you're limiting the number of people in a meeting, you're doing it to protect their time and ensure they don't get overloaded—not to exclude anyone.

Question 2: What tech systems are you all using for work management, comms, and SOPs?

Each of these categories you mention are part of the CPR Framework discussed in Come Up for Air, so I'll briefly go through each one and include the tools we use for each, along with some alternatives.

The "C" in CPR is for Communication, which is broken down into internal communication tools and email. The two primary internal communication tools on the market today are Slack and Microsoft Teams. Similarly, the two primary email tools are Gmail and Outlook. At my company Leverage, we use Slack and Gmail.These two software choices will depend largely on whether you're on the Microsoft Suite or not as they're very similar in functionality.

The "P" in CPR is for Planning, which involves work management tools. There are a lot of different work management tools out there nowadays, and at Leverage, use Asana. Some other options are Clickup, Jira, and Monday.com, just to name a few. These tools hold tasks and projects, with deadlines, assignees, statuses, and more—basically everything you need to get work done and monitor progress.

The "R" in CPR is all about documenting knowledge, and I recommend doing that through two types of tools—a knowledge base and a process management tool. Knowledge bases are for storing static knowledge like SOPs, policies, assets, and general information that doesn't change all that much. Process management tools are used to document how repeatable processes get done. At Leverage, we use Coda for our knowledge base and Process Street for our process management tool. Other options for knowledge bases are Notion, Guru, Confluence, Sharepoint, etc. And for process management tools, there's Pipefy, Trainual, Sweetprocess, and more.

The main lesson, however, is that individual software choices aren't the most critical part of the equation. I always say "it's not the tool, it's how you use it." It's about aligning as a team on when and how to use each of these tools together.

So, at a high level, here's how to think about using each of these tools within the CPR Framework:

  • Email should be used for external communication only (with people outside of your organization—partners, vendors, customers, etc.)
  • Your internal communication tool should be used for internal communication only (with your team and people in your organization)
  • Your work management tool should hold all action items and any communication related to work being done now or in the future
  • Your knowledge base should store static information and FAQs (think: Who? What? Where? When? Why?)
  • Your process management tool should hold all the repeatable processes that keep the business running.

Question 3: Suggestions for how to get to inbox zero?

Getting to Inbox Zero is a real game changer—we're typically able to save our clients an average of 5 hours per person per week just by getting everyone to Inbox Zero. And if you're thinking this won't work for you because you have 10,000 or more emails in your inbox, think again.

The first step is to limit the number of emails coming into your inbox in the first place. I won't get into all the specifics here, but there are a number of settings in both Gmail and Outlook to move promotional emails to other inboxes, filter spam messages, and prioritize emails from real people. If you're really serious, you can even set up a rule to filter out any email that has the word "unsubscribe" in it so you don't get any marketing emails.

Next is what we call "ripping the band-aid off." Most people have thousands of read and unread emails in their inbox, so the idea of getting to zero seems pretty far-fetched. Well, the reality is that most of those emails are probably old and irrelevant anyway. So I recommend just archiving all emails older than 30 days. This lets you wipe the slate clean so you can make some real progress, but you'll still be able to access those emails at any time in your archive.

And finally, you can use what I call the R.A.D. System to work through each email. R.A.D. stands for reply, archive, and defer. These are the three (and only three) actions you can take with an email in your inbox.

  • R: If an email warrants a reply, reply to it (then archive).
  • A: If an email is irrelevant or doesn't necessitate a reply, archive it.
  • D: If an email is not relevant now but will be later, defer it.

Deferring is a very important yet underutilized method. Most email tools have some method of "snoozing" an email, where it will disappear from your inbox and reappear at a specified date. This is wildly helpful. If you're busy one day and would rather get to an email later in the week, you can simply snooze it to that day and it will reappear. Similarly, if you send an email and want to be reminded to follow up if they don't respond, you can snooze it to the exact date you'd like to be notified.

If you use the R.A.D. System, you can efficiently work through every email in your inbox until there's nothing left. Although, I always say that maintaining zero emails is a bit unrealistic. Really, if you're keeping it under 20 you should feel good—it doesn't make sense to ruthlessly adhere to a clean inbox, since your time and attention are surely needed elsewhere!

 

If you’d like to watch the presentation, it is available on demand through 31 January 2024 at no cost. Visit the PMI Virtual Experience Series for more details.

Posted by Nicholas Sonnenberg on: May 03, 2023 06:32 PM | Permalink | Comments (2)
ADVERTISEMENTS

"I like Wagner's music better than anybody's; it is so loud, one can talk the whole time without other people hearing what you say."

- Oscar Wilde

ADVERTISEMENT

Sponsors