Voices on Project Management

By Peter Tarhanidis, PhD

As the pandemic stretches on, work-from-home programs continue to keep teams working virtually. During this time, we have performed courageously to deliver our strategic and business outcomes. Here I will share a select review of advice from industry experts as they explore how to build a post-pandemic response strategy.

According to McKinsey (2022), organizations have pivoted to deliver sustainable and inclusive growth toward building a better world. And Harvard Business Review (2020) notes that all types of companies have navigated the pandemic by pivoting their business models in the short term to survive—becoming more resilient in the long term.

Yet not all pivots generated an improved business outcome. Three trends in particular can help ensure a successful pivot:

1. Align the pivot to a long-term trend driven by the pandemic
2. Extend the firm’s existing capabilities, further solidifying the strategic plan
3. Sustain profitability, which preserves and enhances the brand’s value to the customer

PWC’s Global Crisis Survey identified three key lessons that businesses can adopt for long-term resilience:

1. Plan and prepare for inevitable disruption by establishing a crisis team
2. Integrate teams and cross-company competencies to enable effective responses
3. Build resilience governance into the organization’s culture

An opportunity, therefore, exists to consider how to prepare your team’s competence in driving synergy and resilience in order to lead post-pandemic growth strategies—and simultaneously pivot from those same strategies.

Here is a shortlist of what leaders can do to prepare for a post-pandemic recovery and support an organization:

1. Develop mental agility to pivot among key strategies and deliver business outcomes as key shifts and business challenges arise
2. Allow the process of learning to take effect across key leadership levels
3. Integrate PMI and agile frameworks to ensure flexible planning activities
4. Employ data analytics to support key insights in customer and marketplace forecasts
5. Clarify the governance of key plans and what event would trigger a decisive strategic pivot
6. Develop talent to migrate into new areas of company strategies and projects
7. Gather teams in person in order to create synergy and move from “norm” to “perform”

In the end, the teams that are ready to execute and can pivot as necessary will be ready for the post-pandemic competitive environment.

Let me know if you have uncovered additional successful strategies—or any pitfalls to avoid—in building team synergy and resilience.

References

1. https://www.mckinsey.com/business-functions/risk-and-resilience/our-insights/covid-19-implications-for-business
2. https://hbr.org/2020/07/how-businesses-have-successfully-pivoted-during-the-pandemic
3. https://www.pwc.com/gx/en/issues/crisis-solutions/covid-19.html

During the long duration of the pandemic, each of us had to shift our work/life balance. We had to curate a new workday schedule, perhaps adding more flexibility to support multiple needs between work and family. A changing focus with customer and colleague engagement, repurposing commuting time, tending to family needs, caring for those affected by COVID-19, and supporting relief efforts are just some of the changes we had to adapt to. The pandemic forced each of us to make personal and conscious ethical decisions on the tradeoffs, but most have of us have set into a new work/life balance.

After almost 20 months, the world is deploying COVID-19 vaccines under health authorities like the U.S. FDA and Europe’s EMA, who have expanded access protocol for emergency use. The world is hopefully on a trajectory toward a post-pandemic world. Many organizations have established their return-to-work policies, criteria, and expectations of colleagues. One may observe a continuum of return-to-work guidelines built by organizations as a highly collaborative model focused on high-touch customer experience, an innovation-driven design model, or task-based transactional work. Each organization is calling to us to spend some time back in the office or in front of our stakeholders.

How does this affect us, and what do we do to prepare? Our choices can be to simply go back to a pre-pandemic “normal”; stay in the work-from-home pandemic style; or re-engage in a post-pandemic style. Regarding this last choice, we should consider how to maneuver ourselves into a post-pandemic style while still maintaining the agility of working from home. This disruption to our current way of working creates a sense of stress and anxiety as it asks us to re-engage. One must re-learn and adapt to new behaviors and approaches.

One opportunity to be better prepared may be to create a personal contract for the post-pandemic work world. The contract can be a statement or a list of priorities. Here are some tips that I will use to help make the transition better and reset myself:

1. Revisit what you and your colleagues are professionally devoted toward, and why.
2. Curate the difference of a workday at home versus in the office (or traveling).
3. Coordinate specific dates and times for in-person versus virtual meetings.
4. Make lunch plans with newly hired colleagues.
5. Start a back-to-work focus group to help facilitate colleagues’ transition back.
6. Be clear about your constraints on social distancing, work hours, and time off.
7. Schedule healthy eating times, sleeping and exercise habits, family needs, etc.
8. Identify your new peeves and triggers; be mindful of behavioral changes (from both you and your colleagues).
9. Start a journal and chronicle your path and learnings.
10. Remember: Everyone has a different path—but together we will get through it!

What would your list include to enable a post-pandemic transition back to work?

By Conrado Morlan

Did you know PMI is supported by volunteers from around the world? I had no idea when I first joined PMI in 2005.

That changed in October 2007 when I joined the ranks of PMI volunteers, a community of practitioners who give their time to work on activities that make a difference around the world. I learned about the many services undertaken by volunteers, including writing PMI standards, preparing questions for certification exams, organizing global conferences and presenting at PMI events. And the list goes on and on.

My first opportunity as a PMI volunteer came three or four months after I registered as a volunteer: participating in an item-writing session for the Project Management Professional (PMP^®) exam in Philadelphia, Pennsylvania, USA. At first, I had too many questions and felt daunted. Would I be able to deliver? Am I experienced enough? Would I be called again after this session?

When I arrived in Philadelphia, I put that feeling away and got ready to spend three days with a selected group of experienced project management practitioners from the United States and Canada. The session was quite productive; we shared our personal experiences and produced great material for the next version of the PMI certification exam. The experience was one of a kind; I could not believe everything I learned in three days, and for free.

I went on to participate in sessions in São Paulo, Brazil; Mexico City, Mexico; Washington, D.C., USA; Macao, China; Amsterdam, the Netherlands; and more. I had the fortune to write items for the PMP, Program Management Professional (PgMP)^® and Portfolio Management Professional (PfMP)^® certification exams.

But that was just the beginning. I kept looking for volunteering opportunities and, on several occasions, submitted papers for PMI congresses in North America and Latin America. Many of my papers were accepted and well received by audiences across the globe.

Through the years, I also have supported local chapters as a keynote speaker or guest speaker in Dallas, Texas, USA; Mexico City, Mexico; Costa Rica; and Nuevo León, Mexico. This has enabled me to share my experiences working with multicultural project teams and meet practitioners from different latitudes.

In 2009, at the congress in Orlando, Florida, USA, I tried something new: writing columns for a special edition of PMI Today. I then co-authored articles for PMI Community Post, have been quoted in several PM Network articles and, as you know, am a frequent contributor to Voices on Project Management.

My proudest moments as a volunteer were when I was selected as a core team member to develop the Implementing Organizational Project Management: A Practice Guide and The Standard for Organizational Project Management in 2013 and 2016, respectively. The opportunity to interact with other project leaders from around the world and contribute to the profession was extraordinary.

If you’re still wondering why I am grateful to be a PMI volunteer, try it for yourself. Take the opportunity to live your profession with passion. See what you can gain by sharing experiences with other colleagues while developing and mastering your skills in a friendly environment.

What are you waiting for? Make your mark and join the local or global volunteer team to grow and advance the project management profession.

By Peter Tarhanidis

Artificial intelligence is no longer a tool we’ll use on projects in the future. Right now, many organizations are formalizing the use of advanced data analytics from innovative technologies, algorithms and AI visualization techniques into strategic projects.

The maturity of advanced data analytics is creating an opportunity for organizations to unlock value. The McKinsey Global Institute estimates AI’s global economic impact could climb to US$13 trillion by 2030.

As an example, in the healthcare industry, Allied Market Research reports rising demand for data analytics solutions due to the growth in data from electronic health records, among other factors. The global healthcare analytics market was valued at US$16.9 billion in 2017, and the report forecasts it to reach US$67.8 billion by 2025.

The Evolution of AI Maturity
Gartner describes four growth stages of analytics and value activities. The first is descriptive analytics, which gains insight from historical data on what occurred in the firm or a project. This includes key performance measure reports and dashboards. Second, diagnostics analytics allow you to learn why something happened and the relationship between events. Third, is the use of predictive analytics to develop viewpoints into potential future outcomes. Finally, prescriptive analytics allow you to provide users with advice on what actions to take.

Everyday examples of these solutions range from simple automated dashboards, remote check deposit, Siri-like assistants, ride-sharing apps, Facebook, Instagram, autopilot and autonomous cars.  

Tips on Successful Transformation
Leaders must consider advanced data analytics as a transformational journey—not a complex project. Without thoughtful consideration of the implications of managing AI projects, one may create chaos in adopting these new services.

As a project leader, take these steps to avoid key pitfalls:

1. Develop your understanding of data science tool kits and technologies and identify any centers of excellence. Start with basics such as descriptive statistics, regression and optimization techniques. You’ll also want to familiarize yourself with technology such as machine learning and natural language processing.
2. Determine how these AI initiatives integrate into the organization’s mission and vision. This may require a new strategic business plan, optimizing an organization, culture change and change management.
3. Establish a data governance body and framework to ensure accountability, roles, security, legislative and ethical management of consumer, patient, customer and government data.
4. Develop strong multiyear business cases that clearly indicate cost versus revenue or savings.
5. Maintain an agile mindset and leverage design thinking methods to co-create the pilots into products alongside stakeholders.

Please comment below on what approaches you have taken to enable advanced data analytics in your role or in your organization.

By Peter Tarhanidis, MBA, Ph.D. 

In project management, your presence as a leader is vital to your success. But how do you begin to refine this skill set? Start by considering what kind of presence you convey, and how that presence impacts your influence with teams.

Underlying a leader’s presence are sets of behaviors and actions directed toward team members in various situations. A leader must distinguish between the two prevailing behavioral approaches. In the task approach, leaders accomplish their goals by setting structures, organizing work, and defining roles and responsibilities. The relationship approach, on the other hand, employs behaviors to help teams feel at ease within a variety of situations.

In other words: Is the leader driven to treat team members as valued individuals and attend to their needs, or do they see team members as a means to achieving a goal? This approach will affect a leader and their team’s performance.

Project managers are constantly combining these two approaches to influence teams and attain a goal. Clearly, there are certain behaviors that emerge in one’s presence which increase one’s influence over teams. Examples include humility, honesty, confidence, composure and emotional intelligence. But the truth is, influencing teams takes a great deal of time and energy. There is only a certain amount of time and energy one dedicates in every moment. For many project managers this creates a challenge: What can a leader do to be present in every moment?

The opportunity does exist for leaders to train themselves to be present. By applying a certain regimen of actions, a leader can apply a thoughtful approach to increasing their presence. Dedicating yourself to increasing your energy and presence will result in positively influencing teams. Below is a list of four actions to help unleash one’s performance through increased energy, focus and presence:

1. Define your purpose to engage your passion and goals. Write down an easy and memorable statement that you can use as your personal branding message.
2. Identify the key relationships that require your energy and balance their needs.
3. Stay physically and emotionally healthy, which will increase your energy levels.
4. Take time daily to meditate to recognize your feelings and the consequences of the decisions you need to make to attain your goals.

Let me know how you unleash your performance. Please share your top behavior picks, why they define your presence, and how you successfully increased your influence with teams!