Project Management

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Training for Business Owners and Sponsors

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Thomas Zvolensky IT Project & Portfolio Mgr.| inVentive Health Budd Lake, Nj, United States
The practice of project management and project governance is relatively immature at my employer. Many Business Owners and Sponsors are not very knowledgeable about their roles and responsibilities (despite my coaching and encouragement). Does anybody know of any formal training programs, webinars or written materials that can be employed to help them improve and be more effective? TIA
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Danielle Ritter
PMI Team Member
Manager, Content & Fellows| PMI Newtown Square, Pa, United States
You may want to refer to the PMI Pulse of the Profession In-Depth Report on Executive Sponsor Engagement, for some written materials. While this does not provide training, it does speak to the role of the sponsor and the importance of having an engaged sponsor in strategic initiatives. You can find the report at the link below, as well as a PM Network article on tips to engage your sponsor. There are additional articles and white papers available on PMI.org on this topic.

http://www.pmi.org/~/media/PDF/Knowledge%2...Engagement.ashx

http://www.pmi.org/Learning/PM-Network/201...ct-sponsor.aspx
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1 reply by Thomas Zvolensky
Apr 13, 2016 9:06 AM
Thomas Zvolensky
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Thanks. I've added them to my personal library and will see what I can take from them to enhance my sponsor interactions. The challenge is to get other PMs to embrace the same.
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Sergio Luis Conte Helping to create solutions for everyone| Worldwide based Organizations Buenos Aires, Argentina
No pain no gain. You need to sell the idea by working on business owners and sponsors pain related to not to work with project and program management. But before that you need to assure that there is an strategy reason to do that. When I talk about strategy reason you need to consider things like your organization life cycle phase. For example, if your organization is in the growth phase forget about to implement any type of "order" or method because the strategy focus is to make money. So, it is a matter of strategy and it is a matter of working on stakeholders pain. Remember: reality is a matter or perception so if nobody perceive that project/program/portfolio management is needed then there is no way to implement it.
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Thomas Walenta Global Project Economy Expert Hackenheim, Germany
I did an executive sponsorship workshop for the leadership team of a 600 staff organization around 1999. It was a 2 day effort, and focused on organizational PM, leadership and that and how sponsors are rather supporters than punishers. Looking back, not much should change in such a program.

Danielle is right in pointing the PMI publications, they are good to understand the role of a sponsor. I believe much of the recent work of PMI in organizational PM will help to create standards and classes.

There is one Sponsor standard I know of, you can find it here:
http://globalpmstandards.org/tools/tools-f...oject-sponsors/
I am using that in current client situations.
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1 reply by Thomas Zvolensky
Apr 13, 2016 9:28 AM
Thomas Zvolensky
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Nice source. Sections 3 and 6 of the framework document are the best elaboration of the role I have seen so far. Much of it should be included in documentation where the Sponsor role is defined.

Thank you.
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Stéphane Parent Self Employed / Semi-retired| Leader Maker Prince Edward Island, Canada
Training is a fairly limited tool in trying to change people's attitudes and habits. I suspect continued mentoring and coaching is still the best way to get people to come to the light.
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1 reply by Thomas Zvolensky
Apr 13, 2016 9:22 AM
Thomas Zvolensky
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Somewhat true. I was hoping for a way to uniformly communicate what is expected of Sponsors across the organization, have it come from the top down and incorporate it adding this competency into their personal goals. The latter is always a good way to get their attention. It may be a stretch to expect PMs to do this uniformly on a sponsor-by-sponsor basis and be effective coaches as well, but we can certainly try.
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Thomas Zvolensky IT Project & Portfolio Mgr.| inVentive Health Budd Lake, Nj, United States
Apr 07, 2016 4:07 PM
Replying to Danielle Ritter
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You may want to refer to the PMI Pulse of the Profession In-Depth Report on Executive Sponsor Engagement, for some written materials. While this does not provide training, it does speak to the role of the sponsor and the importance of having an engaged sponsor in strategic initiatives. You can find the report at the link below, as well as a PM Network article on tips to engage your sponsor. There are additional articles and white papers available on PMI.org on this topic.

http://www.pmi.org/~/media/PDF/Knowledge%2...Engagement.ashx

http://www.pmi.org/Learning/PM-Network/201...ct-sponsor.aspx
Thanks. I've added them to my personal library and will see what I can take from them to enhance my sponsor interactions. The challenge is to get other PMs to embrace the same.
avatar
Thomas Zvolensky IT Project & Portfolio Mgr.| inVentive Health Budd Lake, Nj, United States
Apr 09, 2016 1:41 PM
Replying to Stéphane Parent
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Training is a fairly limited tool in trying to change people's attitudes and habits. I suspect continued mentoring and coaching is still the best way to get people to come to the light.
Somewhat true. I was hoping for a way to uniformly communicate what is expected of Sponsors across the organization, have it come from the top down and incorporate it adding this competency into their personal goals. The latter is always a good way to get their attention. It may be a stretch to expect PMs to do this uniformly on a sponsor-by-sponsor basis and be effective coaches as well, but we can certainly try.
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Thomas Zvolensky IT Project & Portfolio Mgr.| inVentive Health Budd Lake, Nj, United States
Apr 09, 2016 10:06 AM
Replying to Thomas Walenta
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I did an executive sponsorship workshop for the leadership team of a 600 staff organization around 1999. It was a 2 day effort, and focused on organizational PM, leadership and that and how sponsors are rather supporters than punishers. Looking back, not much should change in such a program.

Danielle is right in pointing the PMI publications, they are good to understand the role of a sponsor. I believe much of the recent work of PMI in organizational PM will help to create standards and classes.

There is one Sponsor standard I know of, you can find it here:
http://globalpmstandards.org/tools/tools-f...oject-sponsors/
I am using that in current client situations.
Nice source. Sections 3 and 6 of the framework document are the best elaboration of the role I have seen so far. Much of it should be included in documentation where the Sponsor role is defined.

Thank you.
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1 reply by Thomas Walenta
Apr 13, 2016 9:57 AM
Thomas Walenta
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Thomas,

I put that on 1 slide and gave it to PMs to show their sponsors and tell them that would be the best supportive behaviors they could show. Some sponsors accept it, some say, I will do this except, some look for someone who has the time and power to fulfill it. Bottom-up stakeholder engagement example.

If the CEO is interested he could setup an executive training, maybe incl coaching for potential sponsors, which incldude sponsorship role but probably should cover organizations project management. Top-down organizational change inititation.
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Thomas Walenta Global Project Economy Expert Hackenheim, Germany
Apr 13, 2016 9:28 AM
Replying to Thomas Zvolensky
...
Nice source. Sections 3 and 6 of the framework document are the best elaboration of the role I have seen so far. Much of it should be included in documentation where the Sponsor role is defined.

Thank you.
Thomas,

I put that on 1 slide and gave it to PMs to show their sponsors and tell them that would be the best supportive behaviors they could show. Some sponsors accept it, some say, I will do this except, some look for someone who has the time and power to fulfill it. Bottom-up stakeholder engagement example.

If the CEO is interested he could setup an executive training, maybe incl coaching for potential sponsors, which incldude sponsorship role but probably should cover organizations project management. Top-down organizational change inititation.
...
1 reply by Thomas Zvolensky
Apr 13, 2016 11:32 AM
Thomas Zvolensky
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When the message comes from a PM, the results can be mixed.

Interestingly, enough Michael van der Molen's April 11 article "Don’t Blame the Project Sponsor! How to Advance Project Sponsorship in Organizations ("http://www.projectmanagement.com/articles/...-Organizations) very well. Most sponsors are focused on their short-term operational concerns and give projects short shrift. PMs have very little influence changing this mindset. If projects are key to future benefits, senior management needs to change that mindset by aligning their performance expectations accordingly. PMs can't do it alone.
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Thomas Zvolensky IT Project & Portfolio Mgr.| inVentive Health Budd Lake, Nj, United States
Apr 13, 2016 9:57 AM
Replying to Thomas Walenta
...
Thomas,

I put that on 1 slide and gave it to PMs to show their sponsors and tell them that would be the best supportive behaviors they could show. Some sponsors accept it, some say, I will do this except, some look for someone who has the time and power to fulfill it. Bottom-up stakeholder engagement example.

If the CEO is interested he could setup an executive training, maybe incl coaching for potential sponsors, which incldude sponsorship role but probably should cover organizations project management. Top-down organizational change inititation.
When the message comes from a PM, the results can be mixed.

Interestingly, enough Michael van der Molen's April 11 article "Don’t Blame the Project Sponsor! How to Advance Project Sponsorship in Organizations ("http://www.projectmanagement.com/articles/...-Organizations) very well. Most sponsors are focused on their short-term operational concerns and give projects short shrift. PMs have very little influence changing this mindset. If projects are key to future benefits, senior management needs to change that mindset by aligning their performance expectations accordingly. PMs can't do it alone.
...
1 reply by Thomas Walenta
Apr 13, 2016 12:41 PM
Thomas Walenta
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Tom,

good article, and I agree don't blame the sponsor - if you do not tell them what they are supposed to do.

I see 2 ways to tell them, and #2 should always apply

1. top-down like Chad's PM101 which requires that the organization (CEO) sees a problem - the result of that is probably that some sponsors get the message and others do not care.

2. bottom-up by each and every PM reminding him of JFK famous words, slightly adapted 'don't ask what your organization can do for you, ask what you can do for your organization'.
Stakeholder management is a key capability of a PM and the first needed.
In most projects, the sponsor is a prio 1 stakeholder.
If the PM meets with the sponsor (and he should asap and regularly), he can and must clarify his own role and that of the sponsor. The PM can then see gaps in what the sponsors can do/wants to do and plan for closing them. He can engage with sponsor, which for me means change his attitude.

Does the PM have the power from the organization to do so? Most probably not. But do not despair, managing without authority (MWA) can be learned. BTW taking on volunteer work is an excellent practice for MWA.

In a nutshell: The PM is in charge to form his sponsor.

(and thanks for changing your name)
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Chad Harris Project Manager III, PMP, MPM, MBA, CLSSGB| Memorial Health System Springfield, Il, United States
In the past I have facilitated PM101 to key stakeholders and sponsors to help them understand project management basics as well as their roles and responsibilities as it pertains to the project.

The PMO created curriculum based on the PMBOK for use in presenting to this group. Our assessment of the training was that it was beneficial and improved our organization's understanding of project management which in turn increased project success.
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