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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Cameron McGaughy
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Viewing Posts by Conrado Morlan

Sprinting a Marathon

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By Conrado Morlan

It was a cold and windy morning in Chicago as I lined up among more than 40,000 runners from all over the world. I was ready to start my seventh marathon.

I had set five hours as my target finish time, and I joined a team of runners with the same goal. Before the race at the assigned corral, I met my fellow runners and the pacers who would keep us at the correct speed.

After running the first mile with the group, led by the pacers, I inevitably started to think as a project manager. I realized the race mimics an agile Scrum project, and I began to identify roles and responsibilities based on the context of the race.

The pacers played the Scrum master role. At the end of every mile, they confirmed that the runners’ cadence was right, providing feedback on speed and recommendations on hydration. At the same time, they led the stand-up, checking with every runner on how he or she was doing and if anyone would need additional support. Pacers also kept updating the backlog to ensure product increments were delivered by the runners on every sprint.

The group of runners was the self-managed development team. We had acquired the skills and abilities required to run the race after weeks of training. Our project was set to be completed in eight imaginary sprints of 3.1 miles (5 kilometers) each and would deliver the final product — the ninth sprint. It was our task to keep the cadence and burn rate constant.

As in any project, issues cropped up. On my fifth sprint, I had to make adjustments to my race plan and update my “backlog.” Around mile 15 (kilometer 24), I detected a blood stain on my left foot that kept expanding as I tried to keep my time under 11:30 per mile, so I decided to slow my pace and let the five-hour group go ahead. By mile 19 (kilometer 30), the situation was under control, and I set my new pace. But between mile 24 and 25 (kilometer 40), I had to stop at the aid station for pain reliever ointment to alleviate the discomfort of cramps in my quads.

In any race, no matter the distance, spectators and volunteers are key. They are the stakeholders of the runner’s project. Their function is to provide support along the race with signs, words of encouragement and refreshments. Spectators and volunteers’ commitment to the runners is unconditional.

An important part of the agile approach is the retrospective. For my marathon project, here’s how my retrospective would look:

What went well?

·       Enjoyed the experience of running with a pace team

·       Finished my seventh consecutive marathon and my first World Major Marathon despite a few problems

·       Improved my strength, endurance and recovery time dramatically

What didn’t go so well?

·       Not taking advantage of the resources provided at the aid stations

What have I learned?

·       Running with a pace team lessens race stress

·       The importance of listening to my “brain/body” and paying attention to its signals from the very first step

What still puzzles me?

·       After finishing seven consecutive marathons, why do I still want to run more?

·       Why do challenges pump adrenaline into project management professionals and runners?

This marathon gave me valuable lessons that will be applied at my next race, the Dallas Marathon, where I look forward to improving my performance.

Do you inevitably start thinking as a project manager when performing non-project related activities? If so, share your experiences.

Posted by Conrado Morlan on: December 10, 2014 10:34 PM | Permalink | Comments (2)

Ten Lessons for PMs, from PMI North America Congress 2014

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By Conrado Morlan, PMP, PgMP, PfMP

“Everyone can be my teacher.”

—Alfonso Bucero, PMI-RMP, PMP, PMI Fellow


After a two-year absence from PMI® Global Congress—North America, I literally ran — my hotel in Phoenix, Arizona, USA, was 3.1 miles (5 kilometers) from the convention center — to get my registration package. This year I did not want to miss the great opportunities to meet and learn from fellow project practitioners. This year’s congress was rich in learning opportunities. My top 10 lessons learned from congress were:


1. Give back to the community. A group of global project managers volunteered to roll up their sleeves to help revitalize John F. Long Elementary School in Phoenix. Kids and teachers welcomed the volunteers (project managers turned project team members), organized them into teams, and assigned specific tasks inside and outside the school buildings. After tasks were completed, the volunteers were awarded a priceless reward: the smiling faces of kids and teachers. By all means, this was the best way to start congress.

 

2. Houston, we have a problem — but as project managers, we also have the solution. The news broke by noon Saturday: There was a fire at the hotel across the street from the congress, and all 800 guests (most of them congress attendees) had to be evacuated. Yet by early evening, all guests were relocated to other hotels in the area. The PMI Phoenix Chapter and congress organizers responded very quickly with a contingency plan: New hotels were identified, transportation arrangements and schedules to and from new hotels and the convention center were set, and attendees were notified via email and social media. This was a real life lesson on how project managers work under pressure and manage problems in projects.

 

3. Tips for being a team leader, from a sports legend. Earvin “Magic” Johnson was the first keynote speaker and walked us through his journey in basketball. He shared the brighter and darker moments of his career and related them to the project management profession. When Magic joined the Los Angeles Lakers, he brought a set of technical skills that, combined with those of his teammates, helped the team to succeed. Magic kept enhancing his skills working with other players and learning new techniques from them to improve his game. To improve our game as project managers, we need to acquire and master new skills as well — and nowadays, strategic and leadership skills are required to better execute projects and make our organization successful.

 

4. Think sideways. For those times when project practitioners put in all their efforts and do not get expected results, keynote speaker Tamara Kleinberg invited us to “think sideways.” That is, exit from the vicious cycle of trying to address issues by providing a lot of answers based on hypothesis, and enter a virtuous cycle in which you start asking questions that will give you hints on how to resolve issues. Great innovation is about asking the questions, not having the answers. She urged us to stop assuming and start asking more, and turn ourselves into conductors of innovation.

 

5. Learn from everyone. Mr. Bucero urged us to learn from each individual we interact with at congress: delegates, volunteers, presenters and keynote speakers. During breakfast and lunch, congress attendees took the opportunity to discuss their experiences and acquire knowledge from global peers. As many found out, sometimes the same issue is resolved in different ways around the world.

 

6. Multitasking isn’t the silver bullet. Keynote speaker Dr. Daniel J. Levitin’s scientific research proved the concept of multitasking does not exist. When you multitask, your brain shifts in rapid cycles among tasks, which leads it to consume a lot of glucose and produce cortisole, a substance that impairs decision-making. Dr. Levitin recommends focusing on one task at a time and partitioning your day into several productivity periods. Turning off electronics to maintain focus as well as taking breaks translates into efficiency.

 

7. Organizational project management (OPM) trends upward. Several Areas of Focus presentations touched on OPM, ranging from interpersonal skills for success as a portfolio manager to transforming from project to program manager and competencies for successfully driving strategic initiatives. Presenters pointed out the importance of building technical, leadership and strategic and business management skills to deliver excellence today and in the future to emerge as a new breed of project executives.

 

8. PfMPs are in demand. The Portfolio Management Professional (PfMP)® credential ribbon was available for the first time at congress. Not many people knew about the new core certification and asked for more details. On hand were a few of the first 150 PfMPs® from around the world. These PfMP “ambassadors” showed how credential holders can help organizations to align projects and investments with organizational strategy, enable organizational agility, and consistently deliver better results and sustainable competitive advantage.

 

9. Leave your comfort zone. Inspiring closing keynote speaker Vince Poscente shared his four-year journey from recreational weekend skier to Olympian at the 1992 Winter Olympics. Mr. Poscente learned that to succeed, you need to, “Do what your competition is not willing to do.” If you wonder what those things are, they’re the ones we’re also not willing to do. Your homework now is to ask: What will I do to beat my competition?

 

10. Network, network, network. Having the chance to interact with 2,000-plus delegates from over 50 countries is a great opportunity to find the next challenge in your professional career. I met in person the recipient of the Kerzner Award and fellow Voices on Project Management blogger Mario Trentim and the vice president of the PMI Romania Chapter, Ana-Maria Dogaru, and discussed projects and collaboration opportunities that we may start in the near future.

 

After three wonderful days, congress came to a close. Now it’s time to put in practice all the acquired knowledge to emerge as a new breed of project executives — and save the date for next year’s North America congress in Orlando, Florida, USA.

 

Did you attend congress? What were your top lessons learned?

Posted by Conrado Morlan on: November 30, 2014 08:45 PM | Permalink | Comments (1)

Organizational Strategic Alignment in Action

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By Conrado Morlan

Recently, I had the opportunity to attend a project management symposium in which government and for profit organizations shared their successes in aligning projects with organizational strategy. The takeaways of the sessions are listed below:


Takeaway: Develop partnerships. The city of Frisco, Texas, USA, shared its experience of working in a collaborative environment on public-private partnerships. Frisco has been named “The Best Place to Raise an Athlete,” and to keep achieving that vision, it has run several projects partnering with the U.S.’s major sports leagues and teams to create a thriving sports-related market. The most recent project that will enable Frisco to achieve its strategy is a new partnership with the Dallas Cowboys American football team, which includes the development of the team’s new training facility.

During the execution of the strategy, organizations need to secure the right capabilities and implement them in the right place at the right time. If those capabilities are not available inside the organization, partnering with external sources that share the organization's vision is the solution.
 

Takeaway: Understand how projects impact the business.The CIO of 7-Eleven explained that he had held several leadership positions at the U.S.-based convenience store company — from logistics and merchandising to operations divisions. With that deep knowledge of the business, he was able to reorganize the IT department from a business perspective. The new focus became selecting and strategically structuring priorities that align the IT function and projects with business needs to gain full support from stakeholders, and to execute and prioritize business initiatives through innovative technology.

The 7-Eleven example confirms that strategic and business acumen are part of the next generation of project management skills — or the “talent triangle”— that will assist organizations to effectively and efficiently achieve alignment of projects with strategy.

Takeaway: Set the framework from the start and at every level. Southwest Airlines described how its five strategic initiatives were determined through portfolio management, program management and project management, which set the foundation for the airline’s growth in international markets.

 

Organizations are finding their employees know what they need to do to perform well in their current jobs, but very few are clear about what is required over the long-term. Therefore, employees need to be familiar with the organization's strategy to understand their role and responsibility and how their contributions will benefit the organization.

 

While none of the keynote speakers referred formally to Organizational Project Management (OPM) — the strategy execution framework used to align and customize project, program and portfolio management processes to consistently and predictable deliver corporate strategy to produce better results and sustainable competitive advantage— the steps their organizations followed are ones suggested in PMI’s Implementing Organizational Project Management: A Practice Guide.

 

With the guide, project management practitioners and cross-functional team members can learn how an effective project management methodology and globally accepted best practices integrate with business-specific processes and techniques. In addition, they can learn about tools to help the organization develop a living and evolving methodology that enables the assessment and refinement of its practices.

 

Has your organization started any effort to elevate the project management discipline to a strategic level? If so, how is it achieving this goal?

Posted by Conrado Morlan on: November 20, 2014 05:57 PM | Permalink | Comments (8)

A Hollywood-Style Move From PM to Scrum Master

Categories: Agile

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"As your mother tells you, and my mother certainly told me, it is important, she always used to say, always to try new things." 
-- Sir Philip Anthony Hopkins as Hannibal Lecter (The Silence of the Lambs, 1991)

Cinephiles and regular movie-goers know who Sir Philip Anthony Hopkins is. Sir Anthony is a Welsh actor of film, stage and television, considered to be one of the greatest living actors.

Your journey as a project management practitioner may be similar to Sir Anthony's journey as an actor. You may have to play different roles in projects and might gained recognition for your work. As your journey continues, you may be looking for the next stop that may lead you to explore other project management disciplines, like agile -- and, in particular, the role of an agile scrum master.

From Stage to Movie Set

Versatility is a virtue of all great actors. Though Sir Anthony has experience as a stage actor, acting for a film is quite different. As a stage actor, Sir Anthony had to undergo many rehearsal hours, and experienced a specific, tight-knit team of actors and staff. Lighting and environment are essential for the performance and there is no room for error in every live show. A theatrical play delivers a well-defined "product" that may resemble what agilists call a "traditional project" under waterfall methodology. As a project manager, you "manage the stage" of the project, meeting the stakeholders' pre-defined requirements and applying your skills supported by the project team. Your project will deliver the product or service it was intended for.

But on the film set, Sir Anthony likely needed to be more flexible, since a scene may require several takes until the director is pleased. The film set is more dynamic: different locations; a different type of crew; the addition or removal of stunts, etc. The phases of a motion picture-making -- pre-production, principal cinematography and post-production -- are similar to sprints in an agile environment.

Sir Anthony makes transferring acting skills from stage to the film set seem easy. But like him, you also have transferrable skills: you can communicate, influence, orchestrate and remove roadblocks. You can use these talents to help you adjust to the new project environment.

From Hannibal to Odin

While Sir Anthony has occupied diverse roles -- from Richard Nixon (Nixon, 1995) to Odin (Thor, 2011) -- he's been successful because he's always prepared properly, trained to correctly represent the character and depended on his foundation as an actor (whatever the media).

As a project practitioner, you are likely familiar with PMI's A Guide to the Project Management Body of Knowledge (PMBOK® Guide)--Fifth Edition, tools and techniques; best practices; and project methodology of the company or customer you work for. Those elements complement your preparation and training as a project manager -- and lay the foundation to explore and learn new methodologies like agile.

What is your experience as a project management practitioner transitioning to scrum master?
Posted by Conrado Morlan on: September 03, 2014 10:25 PM | Permalink | Comments (2)

Manage Risk Like a Formula One Driver

Categories: Risk Management

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"Twenty-five drivers start every season in Formula 1, and each year two of us die. What kind of person does a job like this? Not normal men, for sure. Rebels, lunatics, dreamers. People who are desperate to make a mark and are prepared to die trying." --Daniel Brühl as Niki Lauda (Rush, 2013)

I attended my first Grand Prix in 2000 at the Indianapolis Motor Speedway, and quickly became a Formula One (F1) enthusiast. I have attended several Grand Prix races in Asia, North America and South America; visited iconic F1 destinations such as Autodromo Nazionale di Monza and the Ferrari factory in Italy; and even met a few World Drivers' Champions. 

Voices_Conrado_F1_3.jpeg

Over the years, I have noticed that F1 and project management are very similar. Every race of the season is a milestone. Engineers, designers and mechanics work for the driver, who is always looking to minimize risk and maximize opportunities -- just like the project team and a project manager.

Mr. Lauda, with 25 wins, one of the greatest F1 drivers, is well-known by racing fans for two things: his rivalry with James Hunt and his accident on 1 August 1976, during the German Grand Prix Nürburgring.

During the 1970s, Nürburgring was the season's most dangerous circuit. It was known as "the Graveyard" and had claimed the lives of five drivers. In the 1976 race, the weather conditions were far from ideal. Mr. Lauda called a meeting with the rest of the drivers to vote to cancel the race. The drivers understood that the Nürburgring ring required perfect weather conditions to be even remotely acceptable in terms of risk. Due to Mr. Lauda's position in the F1 standings, canceling the race would've benefited him, but he was more concerned about the danger.

The race went on despite the rain. During the race, Mr. Lauda's car went off the track and his fuel tank punctured, setting his car on fire. He was trapped for almost a minute in a searing inferno before other drivers could rescue him. Mr. Lauda suffered burns to his face and smoke inhalation. 

As with race car drivers, project managers face risk with different levels of severity. A project manager's risk tolerance level depends on different factors: organizational culture, national culture and experience. It's not only imperative that we provide early identification and assessment of risks -- the point is to know and stick to a risk threshold. We may face hardship for accepting the risk and not being successful, but we need to learn the lesson and move on. As Mr. Lauda said: "I accept every time I get in my car that there is a 20 percent chance I could die, and I can live with [that risk] -- but not 1 percent more." 

Another lesson in risk management from Mr. Lauda comes not long after his crash. Like a phoenix, 42 days after his near-fatal accident, he went back to the track and kept fighting Mr. Hunt for the championship. The Japan Grand Prix, the last race of the season, would crown the next World Drivers' Champion. Again, weather conditions were poor, delaying the race for several hours. While it was still raining, Mr. Lauda started the race but quit after a few laps. His team was surprised to see him coming back to the pit stop and asked him what was wrong with the car. Whie the car was in perfect condition, Mr. Lauda assessed the risk as too high. And when the team tried to present a technical justification for his quitting, Mr. Lauda told them to tell the truth: that he made the decision based on the weather. He had reached his risk threshold and decided to leave his championship hopes to other drivers -- including Mr. Hunt, who garnered enough points to beat Mr. Lauda and take the top prize.

We project managers are paid to decide the future of projects, programs and portfolios. Sometimes, those decisions are difficult to accept -- by sponsors and stakeholders, not to mention ourselves -- but will provide long-term benefits to our organization. And canceling or postponing a project, program or portfolio will not prevent our professional career from progressing -- on the contrary, it can reinforce our knowledge and experience. After the Japan Grand Prix, Mr. Lauda continued his successful racing career and became champion in 1977 and 1984.

I have my own experience of approaching risk management by determining the environment and sticking to thresholds. When working on a regional project in Central and South America in 2010, the project faced a geopolitical risk that slowed down progress. But in many countries in the region, 2010 was a presidential election year. This event usually contracted economic activities months before the election and sometimes even after. As elections impacted different countries at different levels, we had to define and implement contingency plans for some; for others, we accepted the risk, and yet for others, we didn't accepted the risk and suspended the project temporarily.

How do you face risk? Are you a risk taker or a risk-averse project manager? And how do you define acceptable risk?
Posted by Conrado Morlan on: June 27, 2014 05:31 PM | Permalink | Comments (5)
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