Project Management

Voices on Project Management

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Voices on Project Management offers insights, tips, advice and personal stories from project managers in different regions and industries. The goal is to get you thinking, and spark a discussion. So, if you read something that you agree with--or even disagree with--leave a comment.

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Agile, to Scale

Categories: Agile

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As agile matures, it's being employed at the program level by larger teams, many of which are broken down into groups. How must agile evolve to match these growing needs? In this first of two posts, we will look at some of the key objectives of the agile approaches designed for large-scale projects. 

Scott Ambler's Disciplined Agile Delivery and Dean Leffingwell's Scaled Agile Framework are two such approaches. These in particular reevaluate some concepts from the IBM Rational Unified Process framework. Among the most useful concepts shared by all three is the opportunity for teams to balance upfront planning needs while preserving agile's ability to refine the plan based on empirical observation of real results. All also speak more to what architectural underpinnings are necessary to give larger teams a firm foundation:

  1. Feedback through iterations
  2. Technical practices to build in quality
  3. Lean thinking to optimize the overall system
In larger teams, agile approaches -- such as the feedback afforded by iterations in Scrum -- remain popular, as do the technical practices centered around quality. Lean principles used by smaller agile teams remain important to reduce wait time, optimize the entire system and balance flow among teams. But the frameworks mentioned above also add a fourth dimension: synchronized relationships among agile teams. In particular, aligning teams so their sprints end at the same time is useful, because it facilitates the release of the product.

So what's different for large teams trying to use agile methods? First, overall investment governance becomes all the more important. Larger projects require more preparation to justify the greater levels of funding. They also may have more complicated dependencies among teams. Organizations will need to find a way to allocate effort between work in their portfolio of projects. This includes not only features, but also infrastructure work and nonfunctional requirements. And organizations should also use investment gate models to ensure funds are invested wisely.  

Second, technical architecture is also very important. In smaller agile teams, people may experiment first and then evolve guidelines and patterns. But in larger teams, overall design and architecture plays a leading role so as to better coordinate among teams. System teams, or people who work on supporting teams creating features, also become important as the demand for a shared infrastructure increases.

Finally, metrics quickly become important. New metrics -- designed specifically for larger teams -- provide a holistic view of the overall health of the large team, and also help gather and assemble data for the smaller groups within. This allows organizational leaders to see, at a glance, where the overall program stands, so they can make broad project decisions with wide impact.

These general principles guide many methods to scale agile from teams of seven to 100 members. In my next post, we will look at some specific practices to enable large teams to find the benefits of agile.

What do you think are the fundamental principles of scaling agile?
Posted by William Krebs on: September 25, 2013 12:28 PM | Permalink | Comments (3)

Cultural Lessons from a Controversial Comedian

Categories: Human Aspects of PM, Teams

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Recently, I re-watched Borat during a long holiday weekend. Though it's a comedy, I think there are important lessons to be learned from its essence, which is an exploration of behavior: how a foreigner's actions — the norm in his or her culture — may seem offensive to another country's native population. In the film, Borat, a fictional journalist from Kazakhstan, travels to the U.S. and makes interviewees uncomfortable with his behavior. You may have had a similar experience when you started working in a multicultural project environment.

The film showed several examples of issues project managers may have experienced in such an environment. From those, I have noticed the following two cause the most discomfort among project team members:

Proxemics

U.S. anthropologist Edward T. Hall invented this term to refer to our personal space. Depending on an individual's culture, the amount of acceptable space around a person varies according to subtle rules. 

In the film, Borat gives a great demonstration of invasion of personal space. He starts greeting New Yorkers on the street with a handshake and a kiss on each cheek. Most of the people react adversely. Some even threaten him. 

Team members in a multicultural project environment may experience similar aversion, particularly during the forming stage. I remember during a kickoff meeting in Argentina with team members from Argentina, Uruguay and the U.S., the Argentine host introduced himself with a handshake and a kiss on the cheek. He started with the Uruguayans, who have a similar greeting. When the host got to the first U.S. team member, he stepped back, extended his arm as far as he could and said, "A handshake is OK for me." In situations like this, warn your team members beforehand that there might be cultural differences, and urge them to be upfront with their preferences while respecting others' norms.

Stereotyping

In my experience, stereotyping is the main source of conflicts in a multicultural project environment. In the film, Borat stops at a rodeo dressed as a cowboy to interview a rodeo owner. Because Borat has a large mustache, the owner assumes he's from the Middle East. The owner recommends Borat shave his mustache so he can look "more Italian," which may help him fit in better.

If not managed well, stereotyping may become a barrier and impact the project work. I recently witnessed this during a project that included implementations in Latin America. One of my European colleagues was very vocal about the stereotyped unpunctuality of Latin Americans, recommending strict controls be placed to avoid any schedule slip. I had a private discussion with him to find the source of his concern. It turned out that he had not had previous experience working with a Latin American team, and he was operating on a stereotype. I asked him to give the team members a chance to prove themselves before he set any controls. In the end, his perceptions were unfounded — the team members worked as expected and met schedule requirements without the need for controls.

As projects become more global, project managers need to understand cultural complexities that lie below surface behaviors. I would advise using a holistic approach to find out more about people's cultural values and beliefs. 

Have you learned cultural lessons to apply on your project team from unconventional sources? 

Posted by Conrado Morlan on: September 19, 2013 05:02 PM | Permalink | Comments (0)

Work Before the Work Plan

Categories: Project Planning

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While reviewing a project work plan this week, I thought back to the first generation of work-planning tools. I marveled at their ability to mechanize manually arduous activities, such as progress calculations and schedule charts. After using these tools on a few projects, I felt supremely confident about creating a work plan and managing a project of any size.

But as I became more proficient at using them, I found myself struggling to make the work plan match what was actually going on with the project. After much frustration, I spoke to a senior project manager. She suggested that before even touching the tools, I needed to rethink my approach to work planning. Here are some of her tips that I continue to employ today:

  1. Design the work plan around the core outcome of the project. In my haste to become adept with a work-planning tool, I neglected to consider the project's core outcome -- and how it would be delivered. Before starting to build a work plan, you need to determine whether the project's primary outcome depends on the completion of tasks, orchestration of resources or creation of certain deliverables. For example, if the project objective is to implement a newly defined process across multiple teams, consider organizing the work plan around teams and their needs. 
  2. A project's complexity can affect your progress-tracking method. A classic mistake project managers make is employing a progress-tracking method that's not in sync with the complexity of the project. In my experience, projects with low complexity, for example, are better served with a straightforward percent-complete scheme. But I have noticed that a project with added complexity (i.e., interfaces, dependencies, resource mix) requires a more robust tracking method, such as earned value, to ensure a precise measurement of progress. Aligning the progress-tracking method to the complexity of the project also helps you avoid unnecessary effort in reporting project progress.
  3. Capture and use resource commitments. The senior project manager who advised me could not say enough about the benefits of this. She observed that by not accurately capturing to what degree resources were dedicated to my project, I was creating an overly optimistic project schedule. And my project was running late as a result. 

I recommend capturing a fixed commitment -- that is, the amount of hours by resource per week. This accounts for even those resources that, by the nature of their labor contracts, can only devote a certain number of hours to the project. It also highlights the capacity these resources have to work on other projects. If the capacity is a set amount, you can quickly determine a more accurate project schedule.

What are your tips for getting off to a good start with work planning?
Posted by Kevin Korterud on: September 10, 2013 10:06 AM | Permalink | Comments (1)

Go for Growth

Categories: Leadership, Teams

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One of the key stakeholder management roles fulfilled by project leaders is helping team members grow and improve. Remember, you cannot be successful as a leader unless your team succeeds in achieving its objectives! 

You have four basic ways to develop team members: teaching, coaching, counseling and mentoring. Understanding the differences and selecting the right approach for each situation helps you help your entire team to succeed.

Teaching

The focus of teaching is to impart knowledge and information through instruction and explanation. The goal for the student is to acquire a skill or pass a test. Learning has a one-way flow, and the relationship between teacher and student is minimal.

Effective for: Simple knowledge transfer. This can be facilitated by external experts delivering focused training sessions or asking a skilled team member to do the teaching. Your job is to make sure the right training gets to the right people at the right time.

Coaching

Coaching usually focuses on skills development and performance--how to do something better, faster or more effectively. The role of the coach is to give feedback on observed performance, typically in the workplace. The coach is likely to set goals for the student and measure performance periodically as that person develops new skills. Coaching requires a close working relationship between learner and coach.

Effective for: Driving improved performance. Every elite sports team has a committed coach. As a team leader, you need to take this role seriously if you want to lift your team's skills and performance to the elite level!

Counseling

The counselor uses listening and questioning to build self-awareness and self-confidence in the student. The goal is to help the person deal with something they are finding emotionally difficult. As with teaching, learning in this manner is one-way, and the relationship is minimal.

Effective for: Helping a team member deal with personal difficulties, such as when someone feels he or she has been harassed or victimized. Don't be afraid to bring a skilled external counselor.

Mentoring

Mentoring is a partnership between two people, with an emphasis on mutual learning. Good mentors adapt to the needs of the learner.

The role of the mentor is to build capability and help the learner discover personal wisdom by encouraging him or her to work toward career goals or develop self-reliance. Because the mentoring relationship is focused on the mentee's personal goals it should be kept separate from direct lines of management control; it is very difficult to mentor a direct report. Mentors may draw on a number of approaches (teaching, coaching and counseling) to help mentees achieve the goals they've set for themselves. Because the relationship is mutually beneficial, strong bonds are often forged, which often outlast the mentoring relationship.

Effective for: Building the capability of the learner. Carefully select the people in which to invest the effort and emotion of building a relationship. If it's not right for you, help your team member find the right mentor.

However you choose to develop in your team members, the investment is worthwhile. An empowered, motivated and skilled team is the best underpinning you can have in your quest to be a successful leader.

What combination of methods do you use to help team members grow?
Posted by Lynda Bourne on: September 06, 2013 09:49 AM | Permalink | Comments (0)

Communicate to Connect with Gen Y

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Communication is a core competency that significantly impacts the outcome of a project. But mastering communication skills has been one of the toughest tasks I have faced as a project practitioner because those skills have evolved and grown along with the fast pace of technology in multigenerational project environments.

Some of us may be used to more traditional ways of communicating (as I discussed in a recent blog post), such as an in-person meeting or a telephone call. But these methods may not be effective with the newer generation of project practitioners. The generation gap may be a source of conflict or a barrier to defining common ground, since communication that may seem negative to one person may be the norm for others. For example, I remember one time when a younger team member sat three cubicles away from a senior (and older) team member, and would ask him questions via instant message. The senior team member considered this rude, since those questions could easily be asked face to face. Meanwhile, the younger team member thought he was being more productive in multi-tasking mode, asking questions via IM and emailing about project tasks.

To break down these types of barriers and diminish miscommunications, you will first need to identify the communication preferences of all project team members or stakeholders, and share them with the team. I typically meet with each team member individually, and then create a matrix listing all members and specific communication preferences for each. 

When you meet with Gen Y team members to understand their preferences, use the time as an opportunity to learn about new collaboration tools that you can apply to the project as well. For me, this is how I learned about instant message chat lingo and how to share my computer desktop with others while on a video conference call. It is also during these meetings that I share with the Gen Y team members my project experience, exposing them to real-life project situations.

Finally, be aware of pushback following any kind of changes to project communications that may disturb already established practices. If you introduce too many new technologies, they may not be welcome. The best way to make sure the team adopts new forms of communication is by proposing, not imposing. 

How do you ensure your project team and stakeholders adopt new communications tools?

Read more about effective communications in PMI's Pulse of the Professionâ„¢ In-Depth Report, The High Cost of Low Performance: The Essential Role of Communications.

Posted by Conrado Morlan on: September 03, 2013 11:33 AM | Permalink | Comments (1)
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