Heather MuellerProject Manager| Stellar BankCypress, Tx, United States
My organization often utilizes SME's or department managers to manage various projects, but none are certified PM's and rarely understand what Project Management even is. What are your experiences or recommendations for training and mentoring non-PM's to be successful within your organization? Saving Changes...
If we consider PM to be a role and not a job title, then anyone fulfilling that role needs the right fundamentals to be successful. In past companies, I'd seen approaches such as pairing up a non-PM with a seasoned PM as their mentor buddy, sending non-PMs on a fundamentals course, and creating a community of practice for non-PMs.
Kiron
...
1 reply by Heather Mueller
Aug 05, 2021 1:07 PM
Heather Mueller
...
Kiron, very well said! Thanks for your feedback.
Saving Changes...
Heather MuellerProject Manager| Stellar BankCypress, Tx, United States
Aug 05, 2021 12:25 PM
Replying to Kiron Bondale
...
Heather -
If we consider PM to be a role and not a job title, then anyone fulfilling that role needs the right fundamentals to be successful. In past companies, I'd seen approaches such as pairing up a non-PM with a seasoned PM as their mentor buddy, sending non-PMs on a fundamentals course, and creating a community of practice for non-PMs.
Kiron
Kiron, very well said! Thanks for your feedback. Saving Changes...
Paul DeresVice President, Operations| AOPA Air Safety InstituteFrederick, Md, United States
I had the same issue where I work and received approval from HR to create and delivery a few PM training sessions to employees, which eventually resulted in creating a PM training working group. My goal is to create a stronger PM culture. A few other PMs are on board and delivering sessions too. So far it's working and I'm starting to see a few common expectations, practices, and PM language across the organization. Consider this approach. Be patient, though. It will take a while to influence the entire organization and it can't be done alone.
...
1 reply by Heather Mueller
Aug 05, 2021 3:42 PM
Heather Mueller
...
Hi Paul, I'm currently the only certified PM and department of one! I developed the project management department from scratch years back, so I do like the idea of training sessions to employees for more PM acknowledgement.
I'm curious about your PM process if you're willing to share! I have PM Guidelines & a Handbook that I developed for my organization, broken down by project types, complexity, etc. There are certain projects that I must manage due to complexity, regulatory, etc., that must follow the more in depth process for reporting, etc. But how do you handle the less vigorous projects?
Do you track and report upon all "projects"? If so, who is it reported to - a project steering committee, PMO, etc.?
Apologies for all the questions!
Saving Changes...
Heather MuellerProject Manager| Stellar BankCypress, Tx, United States
Aug 05, 2021 1:36 PM
Replying to Paul Deres
...
I had the same issue where I work and received approval from HR to create and delivery a few PM training sessions to employees, which eventually resulted in creating a PM training working group. My goal is to create a stronger PM culture. A few other PMs are on board and delivering sessions too. So far it's working and I'm starting to see a few common expectations, practices, and PM language across the organization. Consider this approach. Be patient, though. It will take a while to influence the entire organization and it can't be done alone.
Hi Paul, I'm currently the only certified PM and department of one! I developed the project management department from scratch years back, so I do like the idea of training sessions to employees for more PM acknowledgement.
I'm curious about your PM process if you're willing to share! I have PM Guidelines & a Handbook that I developed for my organization, broken down by project types, complexity, etc. There are certain projects that I must manage due to complexity, regulatory, etc., that must follow the more in depth process for reporting, etc. But how do you handle the less vigorous projects?
Do you track and report upon all "projects"? If so, who is it reported to - a project steering committee, PMO, etc.?
Apologies for all the questions!
...
2 replies by Paul Deres and Rachel Leidenfrost
Aug 09, 2021 8:43 AM
Paul Deres
...
Hi Heather, sorry for the delayed response. We don't have consistent guidelines and standards for our organization (yet), but it's something I'm working on. It's a slow process. We are just now standardizing the use of Wrike as our enterprise PM tool and offering training sessions. Meanwhile, I'm seeking permission from HR to create a central repository of PM guides, templates, standards, checklists, etc. where all staff can access them.
My previous PM training sessions for staff were kept at a high level - mainly introducing key project success factors and some techniques they can use in their everyday project management.
I hope to someday start an enterprise PMO where all this comes together, but we're not there yet.
Aug 12, 2021 10:36 AM
Rachel Leidenfrost
...
Heather - I'm in a similar boat - only PM and department of 1. Also, it's a brand new department so I've been building from the ground up. Due to a large number of factors, I haven't had time to do nearly as much formal expectation setting with colleagues and culture building as I would like. (In large part, 2020 was supposed to the year of merger integration for two very large hunger relief organizations... and then it was the year of covid, rapid growth, and process re-design instead.) So, colleague education is mostly being done project by project. Any chance you would feel comfortable sharing the guidelines and handbook you developed? Thanks in advance for your consideration! Rachel
I started my own PM career as a SME responsible for managing a project, and my experience grew from there.
Many times, the SME has a significant new project in their functional team but aren't looking for a new career path. They need a high level overview of the project lifecycle, but they often need additional education on the organization's internal PM processes and tools. How do you generate a complete statement of work? How do you develop the project schedule in the appropriate tool. How do you run reports of all the scheduled items?
You need to consider what parts of the project lifecycle will even include the SME. If they are handed approved projects, they don't need to know much about the early stages of initiation. From there you can look at your own internal processes by phase and develop tailored training to execute the major activities, especially if they have known difficulties. They probably won't need enough knowledge to do much process tailoring or developing new ways to manage them. That's more a job for the PM specialist.
...
1 reply by Heather Mueller
Aug 06, 2021 8:46 AM
Heather Mueller
...
Great advice, thanks Keith!
Saving Changes...
Sergio Luis ConteHelping to create solutions for everyone| Worldwide based OrganizationsBuenos Aires, Argentina
I worked in companies with the architecture you stated for years. The key is the level of formality, not to be or not to be a project manager. All people in this world perform project management from the time they wake up to the time they go to bed. To work in this type of environements, to make it visible, I created a course that I called "project management for all" driven for the resolution of a case which was to plan a wedding party, something that everybody understand. Saving Changes...
Heather MuellerProject Manager| Stellar BankCypress, Tx, United States
Aug 05, 2021 6:15 PM
Replying to Keith Novak
...
I started my own PM career as a SME responsible for managing a project, and my experience grew from there.
Many times, the SME has a significant new project in their functional team but aren't looking for a new career path. They need a high level overview of the project lifecycle, but they often need additional education on the organization's internal PM processes and tools. How do you generate a complete statement of work? How do you develop the project schedule in the appropriate tool. How do you run reports of all the scheduled items?
You need to consider what parts of the project lifecycle will even include the SME. If they are handed approved projects, they don't need to know much about the early stages of initiation. From there you can look at your own internal processes by phase and develop tailored training to execute the major activities, especially if they have known difficulties. They probably won't need enough knowledge to do much process tailoring or developing new ways to manage them. That's more a job for the PM specialist.
Great advice, thanks Keith! Saving Changes...
Thomas WalentaGlobal Project Economy ExpertHackenheim, Germany
Heather
in my first PMO from 1995 we started by training 200 people out of a 600 people IT organization with a 2 day PM fundamentals workshop. Training was followed up by coaching individual PMs and tracking key projects (approx 50), including standard reporting, audits but also handson support.
In about 1999 I found a more effective way: training the sponsors. The task of standardizing was mainly delegated to them afterwards and it enabled authorization of PM as the way of working.
Thomas Saving Changes...
Paul DeresVice President, Operations| AOPA Air Safety InstituteFrederick, Md, United States
Aug 05, 2021 3:42 PM
Replying to Heather Mueller
...
Hi Paul, I'm currently the only certified PM and department of one! I developed the project management department from scratch years back, so I do like the idea of training sessions to employees for more PM acknowledgement.
I'm curious about your PM process if you're willing to share! I have PM Guidelines & a Handbook that I developed for my organization, broken down by project types, complexity, etc. There are certain projects that I must manage due to complexity, regulatory, etc., that must follow the more in depth process for reporting, etc. But how do you handle the less vigorous projects?
Do you track and report upon all "projects"? If so, who is it reported to - a project steering committee, PMO, etc.?
Apologies for all the questions!
Hi Heather, sorry for the delayed response. We don't have consistent guidelines and standards for our organization (yet), but it's something I'm working on. It's a slow process. We are just now standardizing the use of Wrike as our enterprise PM tool and offering training sessions. Meanwhile, I'm seeking permission from HR to create a central repository of PM guides, templates, standards, checklists, etc. where all staff can access them.
My previous PM training sessions for staff were kept at a high level - mainly introducing key project success factors and some techniques they can use in their everyday project management.
I hope to someday start an enterprise PMO where all this comes together, but we're not there yet. Saving Changes...
Rachel LeidenfrostExecutive Vice President, People & Projects| FeedMore WNYBuffalo, Ny, United States
Aug 05, 2021 3:42 PM
Replying to Heather Mueller
...
Hi Paul, I'm currently the only certified PM and department of one! I developed the project management department from scratch years back, so I do like the idea of training sessions to employees for more PM acknowledgement.
I'm curious about your PM process if you're willing to share! I have PM Guidelines & a Handbook that I developed for my organization, broken down by project types, complexity, etc. There are certain projects that I must manage due to complexity, regulatory, etc., that must follow the more in depth process for reporting, etc. But how do you handle the less vigorous projects?
Do you track and report upon all "projects"? If so, who is it reported to - a project steering committee, PMO, etc.?
Apologies for all the questions!
Heather - I'm in a similar boat - only PM and department of 1. Also, it's a brand new department so I've been building from the ground up. Due to a large number of factors, I haven't had time to do nearly as much formal expectation setting with colleagues and culture building as I would like. (In large part, 2020 was supposed to the year of merger integration for two very large hunger relief organizations... and then it was the year of covid, rapid growth, and process re-design instead.) So, colleague education is mostly being done project by project. Any chance you would feel comfortable sharing the guidelines and handbook you developed? Thanks in advance for your consideration! Rachel Saving Changes...