by Taralyn Frasqueri-Molina
In a small business, like a startup, organizational project management (OPM) may seem too big. At a large blue chip, layers of OPM may be standard operating procedure. But what if your org is somewhere in between? On one hand, you're past the days of moving furniture yourself, on the other hand, you're not yet cutting paychecks for 2000+ employees.
First, let's establish that OPM is a good thing. Linking strategy with implementation across an organization to deliver on portfolio promises and realize value is, trust me on this one, a good thing. But OPM at scale is even better. And that is because if you don't scale OPM to where your org is right now, it may seem that OPM is too complex to even attempt at all.
And if OPM is a good thing, then no OPM is probably not so good.
I've seen what happens to a business that doesn't have an OPM strategy in place. The business is moving along successfully but then the stumbling starts, and then maybe stops, but then it starts up again and continues unabated. Teams are frustrated that progress has halted and find they're taking the blame or blaming each other. Leadership pushes the same answers to newly arisen problems—work harder, faster, longer.
The Benefits of Scaling
OPM at scale ensures the strategy that your entire enterprise is about to adopt is the right fit.
Too light (but it may work for a startup), and your undertaking becomes inconsistent, priorities become ever-changing because there's no clear focus. The entire system is not reliable enough to deliver.
Too rigid (but it may work for a Fortune 500), and you may get in your own way with bottle-necking processes, decision-making by committee, waiting for an approval exit gate that never arrives, wasting time because the system is not flexible enough to deliver.
Where too much process is a hindrance (but may work for a large org) and too little is volatile (but may work for a fledgling company), start with some core principles that are key for your org and build from there.
An OPM at scale strategy could look something like this:
At your next quarterly review, examine how your custom OPM framework is doing. Are you all still aligned on, not just the goal of your portfolio, but the goal of your OPM strategy? Ready to go bigger and start maturing your framework? Or instead do you need to scale back?
What experience do you have with implementing OPM to scale?
Want to see a fully baked standardized model, take a peek at PMI's Organizational Project Management Maturity Model (OPM3®).
By Christian Bisson, PMP
In my last post, I discussed why you should manage projects via project management tools rather than via email. Let’s imagine you’re making the transition—a wise choice, congratulations! But it may not be smooth sailing as you embed the tool into day-to-day team life.
This post talks about challenges you might encounter a long the way, and how to address them.
Not everyone can pick up a tool and learn how to use it on their own. And more often than not, training given to people is not fine-tuned to each individual’s needs.
Some will struggle, meaning they will avoid the use of the tool and revert back to emails or other means to get their work done. In this instance, you might even be asked to stop using the tool yourself because others struggle.
Although abandoning the tool might seem like a quicker way of fixing the issue, it’s actually addressing a symptom, not a cause. Avoiding the use of the tool is not going to be beneficial to anyone long-term.
Instead, take the time to help anyone who struggles, or prepare customized training for your team members. Ask them where they are having trouble, and show them how they can achieve what they need to do.
Oddly, one recurring complaint of using a project management tool instead of emails is receiving too many emails. For instance, when people comment within a task, the tool might email once per comment.
There are two ways you can mitigate the amount of emails:
Many organizations work with more than one tool, which can be very effective in some cases. However, what often happens is that team members are confused because they do not know where to go to see their tasks. In addition, sometimes team members in other locations do not have access to the tool.
All this means the project manager struggles to manage all the work of a project since tasks can’t be assigned to everyone or tasks are split into different locations.
This can be tricky to deal with if the project manager cannot select tools and access. However, the objective is to have everyone on board use one project management tool only. This lets all team members know where to get the information they need and allows the project manager to have a complete view of the project in one place.
There are some who feel they cannot live without email. Even when the project management tool has all the information and properly archives it, some team members still want that information emailed to them. Project managers should not resort to sending information within the tool and also sending an email to that person, which is duplicated effort for nothing.
In these cases, it is important to show the person that the same objective can be met with the tool. Show him or her how to access the information easily and how to archive a project workspace if that is a long-term concern when closing a project.
By Christian Bisson, PMP
In the world of project management, you will encounter the “email philosophy” and the “project management tool philosophy” of how project tracking/communication should be done.
Emails can be an effective way to communicate or keep written documentation to refer to. Heck, I love emails. But ultimately, a properly used project management tool will be more efficient for your team. Here’s why:
Email might be a great way for you to track your written communications, but how properly it’s used and archived depends on the recipient. In contrast, with a project management tool, the “documentation” will be stored somewhere within a task or other type of item within the tool. Everyone can refer to it, and it should be easily found in the appropriate location instead of somewhere in someone’s inbox.
For example, I once took over a project from another project manager who used emails to manage the project. To help me get up to speed, the project manager had extracted a dozen emails and sent them over. I had to go through all those emails threads, most of which were out of context or outdated.
A better option would have been to have the relevant information within a project management tool where I could have reviewed the available information and known exactly who was doing what.
You could send someone an email listing tasks to accomplish, but unless that person replies with a status or you regularly ask for one, you will not get an update. If an update does come, only you and maybe others from the team will be aware, assuming they even read the email.
A project management tool will allow you to track all those tasks, with a proper assignee and status. It will be simple for someone to have all his or her tasks displayed and ordered in priority, including a description of each task/issue. In the meantime, the project manager can easily track the status of the project without having to constantly ask for one.
In my next post, I’ll talk about how to overcome challenges when switching from managing via email to managing via a project management tool.
By Taralyn Frasqueri-Molina
A lot of things change when moving from traditional project management frameworks to agile ones. But what doesn't change (or shouldn't!) is how much and how often teams communicate.
Agile frameworks don't actually require daily stand-ups or regular retrospectives. But you should consider adding some new trade tools and a few other staples to your project management toolkit if you’ll be working in an agile context. You may find that they quickly become essential to keeping communication flowing through your team—and your project on track.
Here's a short list of tools I've used on all of my projects.
Sync-ups/Planning Meetings: This helps me start a project off right by making sure the product owner and execution team are on the same page. We set expectations, talk requirements and the direction for deliverables in areas such as UX, design, marketing.
Daily Stand-Ups: Quick check-ins with the entire team help gauge project health and bring roadblocks to the forefront sooner rather than later. This is also where we address scope creep, taking note of good ideas that need more exploration before being included in the backlog.
Retrospectives: After each sprint and after each project, a retro helps the team ensure processes are working— and decide if we want to carry over those processes to the next iteration.
Wiki: These often get a bad rap but can act as an excellent centralized location for real-time documentation editing and sharing. In my experience, it can serve as a digital asset management (DAM) system for sharing web copy and design assets. While not a perfect DAM solution, it will do in a pinch.
Instant Messaging: Whether collocated or remote, teams sometimes need quick answers to questions—and a meeting can be overkill as a way to get answers. The challenge with instant messaging, though, is to make sure teams are on the same page about how and when to use an IM tool.
Email: This tool still reigns supreme when it comes to quickly keeping a lot of people in the loop about what's going on. Even if it's an email directing people to a wiki, it's still one of the best tools for mass communication. But maybe not for decision-making!
What tools am I missing? And do you find any of the tools mentioned particularly good or bad for certain kinds of communications? Share your thoughts below.
Have you been in situations where it seems that only shouting generates results? Or has your team been pressured to complete tasks that don’t appear to benefit your project? Maybe as the project manager, you have been in the middle of confusion and agitation that seem to undermine your project management abilities.
Could it be that many of the scenarios you encounter have their roots in conflicting stakeholder requests and misunderstandings? Well, it’s possible to avoid these types of predicaments. Consider utilizing the following three tools that allow you to have better control of your project and your project team:
1) Communications Plan. Outline a plan with names, contact information, and details on when and what messages need to be delivered to and from you. This tool allows you to know the frequency of message exchanges and the media required for specific contacts.
It also lets you know what level of detail the message should have, i.e., if it is going to a senior manager vs. a member of the supporting team.
2) Stakeholder Analysis. Prepare an analysis of your stakeholders to understand what their roles are and what area of your project is impacted by their involvement. This tool can help you with the department that has the biggest impact all the way down to the departments that have even a small effect.
Additionally, this tool can show how those who are directly or indirectly connected to your project may have an influence that can be detrimental.
3) Project Plan. Develop a plan with the focus on your project objectives and what the project will entail. Organize the plan for what needs to be done and when. The tool should show ownership and timings that you can share with stakeholders to also make them aware of the potential influence of their requests.
Sometimes, we get can get distracted when trying so hard to make sure our projects meet every need. There are many voices, conflicts, risks and events that affect the success of our project. Leaning on these tools may make your stakeholder management process smoother.