Project Management

Effective management

This blog will be used to discuss general topics related with project management and the importance of soft skills development in order to have an effective management.

About this Blog


Recent Posts

Agility against COVID

Agility against COVID

Somatic Balance vs stress

Somatic Balance for Project Managers - Change Leaders

Aligning Objectives

Somatic Balance for Project Managers - Change Leaders

Categories: interpersonal skills

Somatic Balance for Project Managers - Change Leaders

A few years ago when I certified as a coach, I was introduced to the concept of somatic balance as the balance between four elements that make the body complete: body, mind, emotion and spirit. Later I found other similar definitions and some different ones.

Tracing the etymological origins of the word somatic we find that the word comes from two terms of the Greek language. The noun "Soma", which means "body" and the suffix "-tico" which is equivalent to "relative to". In other words, somatic is relative to the body.

Psychosomatic disorders on the other hand are those psychic processes that have influence and effects on the somatic. This means that certain somatic symptoms (with physical evidence) may have their origin in emotional processes.


In the current times with the increasing complexity of the projects, project managers, as well as the team members and even the sponsor face situations of stress and conflicts very frequently. Additionally, it is a fact that nobody achieves a significant change without winning some "enemies". Failure to adequately control these situations leads to reduced productivity, absenteeism, among other problems that affect the objectives of the project.

In this context, all professionals, but in particular those with greater responsibilities and challenges, require maintaining a balance between the four elements. A variation in one of them can affect any of the others, reducing the ability to cope with complicated situations.

Let's start with the body. We all need to take care of our health, which should at least include an annual medical check-up and exercise. Many times under the pressure of having many pending things we end up having a sedentary life, which eventually causes us to have less energy and it costs us more to fulfill our tasks. The truth is that I personally never considered myself an athlete, but someone who likes challenges. Some years ago I set myself the challenge of starting to run. At the beginning I could not run a couple of blocks. Now I can run 10 Kilometers and when everyone gets sick at home my immune system resists getting sick. Outside of enjoying better health, exercise is also a good way to control stress.

On the subject of emotions, positive emotions give us strength to continue, while negative emotions reduce our energy and ability. Therefore, it is important to know how to identify and control our emotions. Quoting Daniel Goleman intense negative emotions absorb all the attention of the individual, hindering any attempt to attend to something else. In fact, if you have had the experience of meeting a person who has been seriously ill and recovered, you will probably find that his state of mind had something to do with his chances of recovery. On the contrary, when the body is dominated by negative emotions, the natural defenses stop fighting. It's like an army that lowers its weapons when it sees its leader fall.

In the same way you have probably observed that solving problems in projects is much easier when you are surrounded by positive people and that it is not advisable to make important decisions when you are upset about something. Remember that, if emotions are not controlled properly, "emotion usually overcome reason"

On the subject of the mind. As professionals we know that we must always stay updated and that means reading, attending events and learning from the experiences of others, among other things. This allows us to propose better solutions and therefore be more effective. However, if we are dominated by negative emotions, the predisposition to continue learning or thinking in a logical way diminishes and if you have ever tried to study or elaborate an important work feeling ill, you will understand that the physical state (body) also affects the ability to think clearly.

As for the spirit, connect with nature and get away from the maelstrom of work, do meditation, yoga or if you are a religious person give yourself a time to pray, it also helps to keep the other elements in balance. Although this can be done a few minutes a day, vacations are also an important opportunity to find balance.

In summary, the four elements are related to each other and affect our ability to make decisions and fulfill our functions. In that sense neglecting any of the 4 can affect our potential as managers, change leaders or professionals in general and it would be even more important that we know how to identify when one of our employees faces problems due to health issues, knowledge or emotional state. Sometimes  it is important that the manager recognizes when a collaborator needs a physical or mental rest.

Posted on: June 05, 2019 12:48 PM | Permalink | Comments (7)

Aligning Objectives

Categories: project portfolio

One of the main ideas that top management must maintain is that projects must be aligned with business objectives. This is where the concept of a project portfolio and the role of a Project Management Office (PMO) become important.

Let's suppose that a company establishes as a business objective to increase sales by 10% during the current year. Remember also that the objectives must be SMART (specific, measurable, achievable, realistic, time limited). In this scenario each area will come with its own projects, which require budget and time. For example, the sales area will present a project to acquire a new sales system through mobile devices. The human resources area will present another project that involves improving the infrastructure in which the staff currently works and the systems area will present a project to improve the technological infrastructure. Somehow, these areas will compete for scarce resources.

Which of the previous projects would have a higher priority?
At first glance it would seem that the sales system should be the highest priority project, since it is the one that most relates to the business objective ("increase sales"). Is this correct? If so, what would be the other project to prioritize?

The truth is that what at first seems to be the most appropriate, may require further analysis. What would be the real impact of acquiring that sales system? How long would the increase in sales allow us to recover our investment? Will there be another alternative solution with lower cost and greater impact? Defining if the projects are viable and which projects generate the greatest impact and which generate the highest ROI (return on investment) is an important task within the organizations to evaluate which projects contribute more significantly to the business objectives.

I am currently conducting a study on portfolio management and one of the first results confirms that several companies accept projects without analyzing if they contribute to their objectives.

On the other hand there are two other levels of alignment of additional objectives

1) Objectives of the team. For example, each area of ​​the company defines its own objectives for the area and the team of people who work in it, will direct their efforts to comply with them. But these team objectives must maintain alignment with the main business objectives.

2) Personal objectives. Each  member of a team has their own personal goals that can vary from covering their physiological needs, learn a new technology, lead teams, travel. etc. Probably when reading the latter one of the first words that comes to mind is "personal motivation" and the truth is that a person is more motivated to work, when the project in which he participates allows him to continue advancing in the fulfillment of his personal objectives.

The above applies to business, but if we generalize the same applies for our life in general. If we have an objective in life, we can analyze if the projects we initiate and the activities in which we engage contribute to the fulfillment of these objectives and we may discover that some of these activities in which we are involved do not contribute much and we could stop doing them, with which the time and effort devoted to other projects would bring us closer to the fulfillment of our main objective.

Posted on: April 12, 2019 11:37 AM | Permalink | Comments (8)

Sharing knowledge is key to success in projects

Categories: knowledge management

We know that a team is a group of people who are directed towards the same objective and who should establish internal rules to increase their effectiveness and efficiency. Under this definition it is logical to think that team members must collaborate with each other to achieve the goal.

Is this situation occurring in all teams? Are all team members willing to share their knowledge and experiences for the benefit of the project? Can a team be successful without this collaboration among the members? What would be the minimum level of cooperation required to achieve the objective? Is collaboration necessary between teams to achieve a competitive advantage?

I thought about the answer to all those questions and I asked myself an additional question. When we find a problem whose solution we do not know, what is our first reaction?


  • Ask a teammate?
  • Ask a co-worker, assigned to another project?
  • Look for information on previous projects that may have had a similar problem in the same organization?
  • Ask a colleague or friend who works in another company?
  • Ask "Google"

You probably have to use  more than one of the options above to find the solution and do some preliminary tests. This involves time and therefore usually costs. However, after we solve the problem, the dilemma arises. What happens if one of our partners has the same problem? If he is lucky, he could somehow find us and we could help him solve his  problem quickly, otherwise he will repeat the whole process that we had to do to find the solution again, meaning time, cost and in some cases unnecessary stress.

Here is one of the reasons why documenting solutions to problems and lessons learned has a critical role. However, under the idea that knowledge is what differentiates us from others. It may be the case to think that if we share our knowledge we are losing a status situation.

I have seen this in both academic and professional projects, but if handled properly, it generates a "WIN-WIN" relationship in which all parties benefit (the one who shares, the one who receives and the organization). A key point here is that those who receive knowledge, in addition to solving their specific problem, should generate FEEDBACK and share their own knowledge and skills for the benefit of the organization. The other point with respect to this topic is "RECOGNITION". Who shares knowledge for the benefit of the organization should be recognized for it. It certainly does not sound good that we do a job and another takes the credit, so the organization should seek to generate a culture in which knowledge sharing is rewarded and those rewards are received by the right people.


Posted on: March 29, 2019 03:41 PM | Permalink | Comments (10)

Change Management in Digital Transformation Processes

In the current era in which the use of technology plays a critical role for organizations in order to remain valid, we started year ago talking about digital transformation processes.

We say process or strategy because the digital transformation should not be seen as a project that has a beginning and end, but seeks that the company, after the first cycle of changes, continue observing new technologies and analyzing their possible use for the business. In this context some companies create digital transformation offices for this purpose.

The creation of the digital transformation office does constitute a project, which includes a change in the organizational structure, implies consumption of resources of the organization and affects the way of working.

In the same way, each new technology implemented is an incremental improvement or it can generate a radical change in the way things are done..

In both cases you might think that technology plays the central role, however the truth is that a digital transformation project should focus on the benefit to the business and how it contributes to achieving the objectives.

Within this context, the main affected by the process of digital transformation are the collaborators and customers.

The employees who had been carrying out their tasks in a certain way are faced with a situation in which they do not know in principle if after the changes will still take place in the company, this can generate uncertainty and even anticipated organizational mourning. State in which, people significantly reduce their productivity and will hardly want the success of the project.

Think for example of the person who is responsible for moving or storing the physical documents. After a process of automation and the establishment of a culture of zero paper, this person in principle would no longer have place in the company. Under this same scenario, several variants may occur:

- The person is young, he entered recently and we could easily help him relocate him to another company.
- The person has potential that could serve in another position within the same company and can be assigned other different responsibilities, which generate value to the process.
- The person has many years in the company and is close to retirement. Here you can decide if you keep him a time, you offer him to make early retirement, you could still pay his salary without going to work, or simply removed him from the company.

A different scenario would be that of a specialist person with a lot of knowledge that is currently wasted and who, after the change process, will be able to invest his time in performing more interesting tasks that generate business value instead of repetitive operational functions. Under this scenario, this person may receive the change with pleasure, but only if he is properly informed about what the change is expected to generate. Although it is also possible that the person feels comfortable without having to face new challenges and not receive well the change. The only way to know is to interact with this person.

On the part of clients or users, the perception may go on the side that "before, It was easier", "I prefer to talk with a person", "now everything is more bureaucratic". When carrying out a digital transformation process it is necessary to know who your users are, to what generation they belong and taking into account the first principle of marketing, segment them and develop appropriate strategies for each of the segments.

In all of the above, the definition of purpose, good communication and training in new technologies and business models play a key role and are part of the change management required for success. This in turn implies the allocation of economic resources and the identification of agents of change that act as promoters in their respective units or groups.

A friend of mine Past President of the PMI Lima Perú Chapter used to say that human resource management is the blind spot in project management and other author David Fischman said that when the boss focuses on results, he can forget about people. This is called leadership blindness. Thus, it is necessary to remember that in a process of digital transformation, the human factor must be taken into account. Depending on the size of the company there will be multiple stakeholders that must be considered to participate in the project, be consulted or simply keep them informed. Failure to do so, jeopardizes the success of the project, its sustainability and as such the objectives of the company.

And remember that contrary to what you think, people are not afraid of change, they are afraid of the impact that change has on them.

Under this perspective, a first task must be for people to understand the impact of digital transformation. If this is not done properly, people will begin to invent situations, often far from what is really wanted and that will increase resistance to change.

It would be curious, for example, to think that the greatest saboteur of the digital transformation process is just the information technology area, however this is feasible if they are not involved in the definition of the project, they are not provided with the resources to support the change and in general if the human factor is not managed properly.

Be very careful with potential saboteurs, who must be identified and managed very closely and invest time in monitoring the willingness to change and not rush to go to production when it is not yet ready.

Posted on: March 06, 2019 11:35 AM | Permalink | Comments (5)

A leader brings out the best in his team

Categories: leadership

Today my second son is 4 months old and I remembered what I wrote some time ago about the role of project manager as leader and I wanted to share it

Just as a parent has a responsibility to provide the chances for their child to achieve their goals, but in a different way, a leader has responsibilities with the members of his team. In general, if project and organizational interests are aligned with the personal objectives of team members, they will be expected to work more motivated and more likely to achieve the expected results, but this is certainly not a simple task and It also requires knowing the motivation factors of each person.

Here is a difference between a boss and a leader, the leader will work not only in relation to the purpose of the project and the organization, but also in making the best use of the knowledge and skills of each team member, as well as providing space for develop new capabilities. By doing this, each team member will have the opportunity to continue developing and growing as professional.

However, to achieve this, we must be prepared to delegate, without fear of giving up control. I participated for several years in projects oriented to identify and implement  improvements  in organizations and one of the phrases that I most remember is that: "If I am indispensable for the organization to continue working, then I must be doing my work in a wrong way". This, in no way means that anyone is not important to the organization, it simply means that part of a job well done, is that it has a structure and people trained to meet the needs of the organization. If a job is focused on a single individual, something is definitely wrong and the consequences of maintaining it could be detrimental to the organization. As much as possible, I try to keep this thinking in the projects.

"So, No one is indispensable but everyone is important"

Another way to see it is that if you want to continue growing, you must help others do it, in this case the members of your team.

Simply because doing it is the right thing, the rest comes by its own weight.

Posted on: January 19, 2017 09:30 AM | Permalink | Comments (4)

"I have made it a rule never to smoke more than one cigar at a time."

- Mark Twain



Vendor Events

See all Vendor Events