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What Questions to ask for knowing your Project Sponsor?

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Markus Kopko AI Enabler for Project & Program Mgmt | Founder PMotion.ai / The PM AI Coach| PMotion.ai Hamburg, Hamburg, Germany
Hello all,

i want to ask for your expertise and your support.

I want to conduct some tool/template/guidance for the community here (it is not finally decided what it will become exactly ;) ) and this should cover the whole project management process flow right from the start till the very end.
It will be closely aligned to the PMBoK Guide (Processes) but if we want to start at the beginning, PMBoK Guide is somewhat ... let's say "unclear".
If we look process group wise than of course "initiation" will be the start and within "Initiation" the first process is "Develop project charter" and yes, we will discuss that also ... but ...as most of us maybe know "Develop Project Charter" is of course not really the very first step while Initiating a new project, right.
From my my perspective maybe also not the first but for sure one of the first steps should be to discuss the purpose and all the project related topics with your project sponsor, right?

The questions to your sponsor should be organized around these topics:

- business objective, project deliverable and the expected business benefit
- project context, including political considerations
- Who the project intended to impact
- Schedule and budget expectations
- Tradeoffs that will have to be made

In addition as part of the Sponsor meeting, as a project manager you will also want to:

- Gain an understanding of your working relationship
- Set expectations for next steps


Well, some of you may ask, why is that necessary?

Have you ever heard the following words in project management when the project is closed: "We can't use that. It's not what we need/asked for!" Ugly, isn't it?

As the saying goes, "Projects don't fail at the end. They fail at the beginning."
That's why it's important to get the venture off to a solid start by interviewing the project sponsor, the individual who will ultimately declare victory (or failure). Never, ever accept someone else's interpretation of what the sponsor might be looking for.

And to take it a step further, the chances are very high that the sponsor doesn't even know what he or she really wants, even when they think they do. This is typical on most projects where the definition of success and what is wanted and needed will evolve throughout most of the project's life cycle, driven by internal and external change.

And even though the project deliverable will likely look much different at the end than it did at the beginning, it's the sponsor that sets the base line and is the one with whom the project manager needs to establish a rapport.

So, like said before, the results of that Meeting(s) set the baseline for the project and are the inputs into the following steps/processes like developing a "project statement of work", a "project charter", a "project scope statement" and so on.

And since the project sponsor is for sure one of the key stakeholders we could also define that step as the beginning of stakeholder management and the questionnaire we will use to interview the project sponsor will be used to interview other stakeholders also.

So what do you ask for now?

Well, what i want to know from you is, what are your questions for this very first project initiation meeting with your project sponsor?
Your questions should reflect the topics mentioned before.

I do have already a bunch of questions but i won't provide them yet to leave this request unaffected.
In the end i will provide you as a result the complete list of questions here and of course the question catalog will be implemented in the above mentioned tool/template/guideline.

Thank you all so much for taking the time to read this and in advance of course also for your help you may have provided.

Regards,

Markus
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Markus Kopko AI Enabler for Project & Program Mgmt | Founder PMotion.ai / The PM AI Coach| PMotion.ai Hamburg, Hamburg, Germany
Nov 18, 2016 9:44 AM
Replying to Sungjoon Park
...
It is not because you are not a native speaker but because I am not a native English speaker. My intent to that quote is that if the sponsor has lots of his daily duties to be spent other than for issues of the project, his timely engagement might not be guaranteed even from the very beginning of the project.
Hello Sungjoon,

thanks for the explanation; now i got what you mean. Good point!

Well, if the sponsor has accepted the role here, than it should and could not the task of the project manager to manage the sponsors schedule, right?
The sponsor of course has to ensure that he will be able to serve the role properly.
On the other hand it is the responsibility of the project manger to get the support he/she might needs and so both have to find a "modus operandi", right?

We have one section in the questionnaire called "Understanding your working relationship" which should take care of this points. I will post the questions out of this section right away for your review and consideration. Any feedback is highly welcome!

Thanks again for participating in this discussion.

Regards,

Markus
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Markus Kopko AI Enabler for Project & Program Mgmt | Founder PMotion.ai / The PM AI Coach| PMotion.ai Hamburg, Hamburg, Germany
Hello all,

thank you guys so far for the discussion and the great input already received. We have taken all your contributions into account now and the questionnaire should be ready for a version 1.0 we think.

But we still want your feedback and enhancements if there are any.
Therefore we are going to post each of the sections we have so far with all its questions each and we kindly wanna ask you for your review and your feedback.

This will be the final step before releasing version 1.0 of the questionnaire. All fellows who have contributed her already or who will contributing here will receive the template/guideline if wanted.

In addition we will publish the result in near future in my blog here at pm.com (and also on my website projectmanagement.plus) as a sneak preview for the upcoming "MP4PM - MindmaPping for Project Management" where this questionnaire will be a part of.

Hope you guys will like it.

Regards,

Markus
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Markus Kopko AI Enabler for Project & Program Mgmt | Founder PMotion.ai / The PM AI Coach| PMotion.ai Hamburg, Hamburg, Germany
well, here we go, since we have discussed about the relationship between the project sponsor and the project manager - which will be very important for the ongoing and the success of the project of course! - we will start with this one.

==========================

"Understanding Your Working Relationship"

How do you (the sponsor!) view your role in regards to:
- Decision making?
- Funding?
- Staffing?
- Conflicts/Problems

Who else may be used?

How do you view my (the project managers) role in this project?

What reporting information is important to you?

Who will be responsible for deciding whether the project goes ahead or not after the initial investigations?

How should the escalation process looks like from your point of view?

For now a base line is established; it is all going to change anyway. As the project evolves and decisions have to be made, we need to agree on a protocol for on-going communication throughout the project:

===========================================

So, please feel free to comment those questions. Suggestions for additions and/or improvement are highly welcome!
While reviewing the questions please take into account that this will be the very first meeting (maybe it has even to be split into more than one) with the project sponsor; therefore it is not needed to go too much in detail. The results should set the baseline for each of the topics and will be transferred into upcoming processes and developed further there.

Thank you so much in advance!

Just one more thing:
When commenting it would be great if you could use the "reply" function so that it is always clear which posting you referring to, cause there will be some more topics coming now ... ;) Thank you again!

Regards,

Markus
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Markus Kopko AI Enabler for Project & Program Mgmt | Founder PMotion.ai / The PM AI Coach| PMotion.ai Hamburg, Hamburg, Germany
Nov 21, 2016 4:18 AM
Replying to Philippe Schuler
...
Hi Markus,
I would suggest you add additional questions to 3 of your proposed ones to get more details from the Project Sponsor about his/her perception or knowledge.
My proposals in capital letters:


Who will benefit from this project? == WHAT ARE THE INDIVIDUAL EXPECTATIONS FROM YOUR POINT OF VIEW?

What is the customer or department group the project aims to impact? == HOW (FROM YOUR POINT OF VIEW)?

May there be any parties who are likely to feel threatened/voice strong opinions against the project? == FOR WHICH REASONS (FROM YOUR POINT OF VIEW)?

It is important for me to understand the Project Sponsor's point of view before addressing the points with the other stakeholders. For example: if a party is likely to voice strong opinion against the project, is it because the business context or the inherent complexity is too difficult? Is it because they don't agree with the assigned PM or with the project executing organisation? Or...? If you have the position of your Sponsor in mind while preparing the first meeting with this party, you may prepare and manage it in a better position.

OK for me to see the questions as inputs to your tool.

I am looking forward to seeing the result.
Hi Philippe,

thanks again for your input and your additions. I have just added them to the existing questionnaire and if we have this section on the hook now, let's just go forward with this one regarding the reviewing part; so here we go:

=========================================

This is like the section "Stakeholders" looks like now:

Who will benefit from this project?

What is the customer or department group the project aims to impact and how?

May there be any parties who are likely to feel threatened/voice strong opinions against the project?
- If so, for what reasons, do you think?

Who are the primary/strong supporters for this project?

===========================================


So, please feel free to comment those questions. Suggestions for additions and/or improvement are highly welcome!
While reviewing the questions please take into account that this will be the very first meeting (maybe it has even to be split into more than one) with the project sponsor; therefore it is not needed to go too much in detail. The results should set the baseline for each of the topics and will be transferred into upcoming processes and developed further there.

Thank you so much in advance!

Just one more thing:
When commenting it would be great if you could use the "reply" function so that it is always clear which posting you referring to, cause there will be some more topics coming now ... ;) Thank you again!

Regards,

Markus
...
1 reply by Philippe Schuler
Nov 21, 2016 6:20 AM
Philippe Schuler
...
Hi Markus,
Your updated questions are OK for me.
I understand we are in the context of the first meeting with the Project Sponsor and we should not enter into many details but it is also important to show the Sponsor you are able to pinpoint immediately some potential concerns or issues. This is the reflect of the PM experience.
Also Sponsors like freshly assigned PMs ask a lot of questions about the project to show there commitment!
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Philippe Schuler Senior Instructor/Lecturer in Project/Program/Account PMO Management| Independant Consultant Les Choux, France
Nov 21, 2016 4:44 AM
Replying to Markus Kopko
...
Hi Philippe,

thanks again for your input and your additions. I have just added them to the existing questionnaire and if we have this section on the hook now, let's just go forward with this one regarding the reviewing part; so here we go:

=========================================

This is like the section "Stakeholders" looks like now:

Who will benefit from this project?

What is the customer or department group the project aims to impact and how?

May there be any parties who are likely to feel threatened/voice strong opinions against the project?
- If so, for what reasons, do you think?

Who are the primary/strong supporters for this project?

===========================================


So, please feel free to comment those questions. Suggestions for additions and/or improvement are highly welcome!
While reviewing the questions please take into account that this will be the very first meeting (maybe it has even to be split into more than one) with the project sponsor; therefore it is not needed to go too much in detail. The results should set the baseline for each of the topics and will be transferred into upcoming processes and developed further there.

Thank you so much in advance!

Just one more thing:
When commenting it would be great if you could use the "reply" function so that it is always clear which posting you referring to, cause there will be some more topics coming now ... ;) Thank you again!

Regards,

Markus
Hi Markus,
Your updated questions are OK for me.
I understand we are in the context of the first meeting with the Project Sponsor and we should not enter into many details but it is also important to show the Sponsor you are able to pinpoint immediately some potential concerns or issues. This is the reflect of the PM experience.
Also Sponsors like freshly assigned PMs ask a lot of questions about the project to show there commitment!
...
1 reply by Markus Kopko
Nov 21, 2016 9:05 AM
Markus Kopko
...
Hello Philippe,

thank you for reviewing the questions. I do completely agree with your view here.

Regards,

Markus
avatar
Markus Kopko AI Enabler for Project & Program Mgmt | Founder PMotion.ai / The PM AI Coach| PMotion.ai Hamburg, Hamburg, Germany
Nov 21, 2016 6:20 AM
Replying to Philippe Schuler
...
Hi Markus,
Your updated questions are OK for me.
I understand we are in the context of the first meeting with the Project Sponsor and we should not enter into many details but it is also important to show the Sponsor you are able to pinpoint immediately some potential concerns or issues. This is the reflect of the PM experience.
Also Sponsors like freshly assigned PMs ask a lot of questions about the project to show there commitment!
Hello Philippe,

thank you for reviewing the questions. I do completely agree with your view here.

Regards,

Markus
avatar
Markus Kopko AI Enabler for Project & Program Mgmt | Founder PMotion.ai / The PM AI Coach| PMotion.ai Hamburg, Hamburg, Germany
Hey Guys,

i have thought about and decided to provide the "sections" in a separate discussion thread each. This for for more transparency and a better overview and also hopefully for getting more answers since this would be becoming a very confuse discussion thread ...

So please participate in those other threads coming also. Thanks again!

Markus
...
1 reply by Rami Kaibni
Nov 21, 2016 9:57 AM
Rami Kaibni
...
I think this would work best. Will check them out shortly.
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Rami Kaibni
Community Champion
Senior Projects Manager | Field & Marten Associates New Westminster, British Columbia, Canada
Nov 21, 2016 9:10 AM
Replying to Markus Kopko
...
Hey Guys,

i have thought about and decided to provide the "sections" in a separate discussion thread each. This for for more transparency and a better overview and also hopefully for getting more answers since this would be becoming a very confuse discussion thread ...

So please participate in those other threads coming also. Thanks again!

Markus
I think this would work best. Will check them out shortly.
avatar
Markus Kopko AI Enabler for Project & Program Mgmt | Founder PMotion.ai / The PM AI Coach| PMotion.ai Hamburg, Hamburg, Germany
UPDATE!:

the new version 1.1 is online:

You can access an interactive online version of the “Knowing your Sponsor” map here (or just by clicking on the picture above):

http://www.projectmanagement.plus/mp4pmmap...oject%20Sponsor

Please use this version for review only.


If you want to use the map and/or work with it, then please download it from here:

http://projectmanagement.plus/en/mp4pm/mp4...project-sponsor

For downloading the map/files you need to be logged in at www.projectmanagement.plus .
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Markus Kopko AI Enabler for Project & Program Mgmt | Founder PMotion.ai / The PM AI Coach| PMotion.ai Hamburg, Hamburg, Germany
Hello Guys,

just a short status; i am actually very busy. I was adjusted to a new, very big and complex project within my company and so i have less time in the moment to work on MP4PM.
But it will go on, for sure, may be just a bit slower then in the last couple of weeks ...

If there is somebody out there who is interested in helping and participating with the development of MP4PM, please feel free to write me a note and lets discuss.

And if there are still some of you who didn't seen the very first webinar about "MP4PM" please have a look here:

https://goo.gl/F0JbJ4

It was a great experience and there where some great questions within the chat which (hopefully) all where answered in the webinar related Q&A section, please have a look here:

https://goo.gl/jrOZXQ

Any feedback is still much appreciated.

Looking forward to the upcoming webinar "MP4PM - develop project charter" ... ;)

Regards,

Markus
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