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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Conrado Morlan
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Viewing Posts by Conrado Morlan

Two-In-One Success

Categories: Strategy

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Throughout the evolution of the project management profession, project performance has been scrutinized to determine success and failure rates. This is especially true for IT projects. 

Since the mid-1980s, many organizations have shared their IT project results for one study in particular, The Standish Group's CHAOS report. The survey typically includes questions about project requirements, project budget, project schedule, project stakeholders expectations and use of new technology. This "state of IT projects" report has been used as a reference by the project management and IT communities as a lessons learned guide, even when IT projects have failed. This led me to wonder: In which context is an IT project failure analyzed?

Let me explain. If the success or failure rate of an IT project is analyzed in the IT context only, then the analysis may ignore the organization and its vision, mission and strategy. Analyses that are not supported by a holistic approach may propose an incomplete diagnosis that may lead to misinterpretation of project success or failure.

A holistic analysis integrates other factors, either internal or external, that affected schedule, budget, requirements, etc. For example, a project's scope may be impacted by a new government regulation or a sudden change in the organizational strategy. Factors such as these may trigger a domino effect on the schedule and budget, too. And that would call for changes in the scope, schedule and budget -- otherwise, the organization is at risk of not achieving its strategic goals. While changing those project attributes make the organization successful, it might result in the project itself being considered a failure.

But organizational success doesn't need to come at the expense of project success. That's why more organizations are using projects as enablers to reach organizational goals. One way to make that happen is by adopting the Organizational Project Management Maturity Model (OPM3®). OPM3 translates organizational strategy into a portfolio's components (i.e., programs, projects, operations, initiatives, etc.) and aligns them to overall strategy. This alignment can create the required synergy to produce the products and benefits to achieve strategic goals and meet or exceed the stakeholder's expectations.

OPM may be in the early stages of adoption, but so far I have seen it provide value to the organizations that use it. I know this from first-hand experience. While I was working for a global leader in logistics, OPM3 was embraced with excellent results:

  • Project management expanded its coverage and reached business functions
  • Cross-functional communication improved 
  • OPM3 facilitated the identification of dependencies between business processes and projects in the portfolio
  • Stakeholders became fully engaged when they saw projects as strategic enablers to achieve strategic goals
What would you promote as a way to holistically assess project success or failure within your organization?
Posted by Conrado Morlan on: March 25, 2014 11:05 AM | Permalink | Comments (2)

Running a Marathon, Running a Project

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Four years ago, I transformed from weekend warrior to running enthusiast. First, I started running short-distance races, a 5K here and a 10K there. Then I tried my first half marathon in 2009 and my first marathon in 2010. After those great experiences, running became part of my lifestyle. 

People always ask me, Why do you run marathons? Are you a masochist? You really need to run the race and experience the challenge and pain -- as well as the indescribable sense of achievement when crossing the finish line -- to understand why I run marathons. The feeling is actually similar to when a project manager finally completes and delivers a project. And after running six marathons in less than four years, I have some lessons learned that apply to project management:

Hills happen. Up your strategy.
Hills complement the race and make them more interesting and challenging. At first sight, they impact the runner's state of mind and even consume his or her energy before the uphill trek. But I like to view hills as an opportunity to slow my pace and save energy that will be required in the final miles of the race. 

As a project manager, you may face "hills" (i.e., project challenges). You may want to attack them, but I would recommend slowing your pace and regrouping with your team to define a new or enhanced strategy to address the hardship.

Stick to the numbers.
Marathon runners use gadgets to track time and distance. Sometimes the distance reported by the gadget exceeds the 26.2-mile (42-kilometer) marathon distance, which may be confusing, especially for first timers. But keep in mind that major marathons in the United States are certified by USA Track & Field, the sanctioning body that makes it an official race. The course distance is accurately measured and is the shortest route of the course.

Project managers should not attempt to create metrics or rules that may not be aligned with the sanctioning body. Follow the rules that are already in place and do not jeopardize your project.

Stay humble.
Having run a marathon a couple of times doesn't make you an expert. Even when the course may not change, there are many external factors that can make it a very different race. I have run the Austin, Texas, USA marathon for three consecutive years, and every race has been a different experience. 

As a project manager, you may have implemented the same enterprise resource planning or tool several times, but every project has its own twist. Do not be arrogant or a know-it-all, and take that new project as an opportunity to learn something.

Stop and smell the roses.
A personal record, the number of marathons run in a particular year or participation in a prestigious race -- these are all factors that motivate marathon runners. Whatever the purpose, these stakes tend to increase the runner's stress during the race. While running, I take some time to enjoy the scenery, high-five and greet spectators, say thanks to the volunteers at hydration stations or help a fellow runner in pain. All those things help me enjoy the race. 

When managing a project, it is important to meet stakeholders' expectations. But it is also important to have the right work-life balance. Simple actions -- such as taking that training that you've postponed several times or simply going to the gym -- will recharge you and give you new ideas to tackle project challenges.

As both a marathon runner and project manager, I could say that the reason I run is to be able to combine my experiences in races and projects to strive for excellence. And that would be one of the reasons. But just between us, the top reason I run marathons is because I like to be cheered by people.

What hobby has provided you with valuable lessons that you have applied to project management?
Posted by Conrado Morlan on: December 26, 2013 11:00 AM | Permalink | Comments (2)

Adapting to Cultures, Lessons from my Father

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A few years ago, after I finished a presentation about multigenerational and multicultural teams in Mexico City, Mexico, someone in the audience asked me what kicked off my interest in these topics, which have become a bigger trend in the past decade. The first thing that came to mind was a proverb that my late father used to say to my brother and me: When in Rome, do as the Romans do. He wanted to remind us that we need to adapt to the conditions of our environment.

My father was a member of the Silent Generation. He faced many challenges during his childhood and adolescence, but he was able to adapt to every circumstance and went on to explore opportunities in many fields: factory worker, amateur sportsman, mechanic, and opera and popular music singer. Through his interest in opera, he taught himself foreign languages -- he wanted to know what he was singing so he could add emotion to his act. Later, when he explored popular music, he learned to play guitar and created his own performance style. This is how he adapted to different environments -- by learning constantly and proactively.

Despite being from the Silent Generation, my father was an extrovert in his own way, which led him to be a great relationship builder. During our Sunday strolls in Mexico City, he always looked for tourists who needed directions and took the opportunity to practice the languages he had learned and ask questions about their culture. Adapting is as much pushing yourself to learn on your own as it is learning from others.

And while my father and that good old proverb inspired my interest in these topics, here's one piece of advice I can give you from personal experience: To master multicultural and multigenerational issues, it's pivotal to keep a positive attitude and accept the challenges that different environments offer.

What sparked your interest in multicultural and multigenerational teams? Was it second nature, or did you need to do so for a project?
Posted by Conrado Morlan on: November 08, 2013 11:49 AM | Permalink | Comments (0)

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)

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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