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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 16, 2016 7:20 AM
Replying to Sungjoon Park
...
In addition to Matthew's and Rami's, I would ask to know about rather sponsor's role such as:

1. How do you intervene when the conflicts or problems occur beyond the realm of project level?
2. What nature of project reports and level of details do you want me to send you?
3. What are the hindrances currently you are dealing with for this project?
4. How to align the project goals with organizational strategic goals?
5. Who are negative stakeholders when the business case has been approved?
6. What are other jobs to be normally executed day to day than for this project?
7. How to deal with the issues when they should be communicated with senior management or requesting organization?

There might be more questions than the lists above.

Let us know when you finish.
Hello Sungjoon,

thank you very much for this contribution. Good questions which i will definitively consider for the questionnaire.

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 16, 2016 12:25 PM
Replying to Stéphane Parent
...
Do you consider the project sponsor to be the client? I often have dual sponsors, one internal sponsor and one client sponsor.

The questions won't necessarily be the same to each sponsor.
Hello Stéphane,

good point you have mentioned here.
Of course we could have internal or external sponsors and ideally the questions should work for both of them.
At least we should find the lowest common denominator.

But of course we could include sections which contain either questions only for the internal and also for the external sponsor.

It would be great if you could state which questions you would ask an external sponsor exclusively or in addition to the questions for an internal sponsor and/or vice versa.

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 16, 2016 12:51 PM
Replying to Matthew Smothers
...
Hello Markus,

You are correct, we should not expect a complete list of requirements or deliverables from the first meeting. Often, however, I am provided with some high level requirements and, additionally, one or more deliverables required by a contract with a customer. What I was attempting to convey is that if I receive any requirements or deliverables from the sponsor I review them as part of that initial meeting. Call it an initial review to identify anything that is infeasible - e.g., you want me to lead a project to produce a passenger aircraft capable of reaching mach 6 using turbofan engines; or you want me to lead a project to design an internal combustion engine made with metal that has a thermodynamic efficiency of 75%.

"What do you perceive the main functions and features to be?" - Yes, I like this question. I would still ask "What do you want it to do?" because that question is about overall functionality. With your question we start delving a bit into the details - which is good. I want to understand the overall desired capability, however, in case it becomes infeasible to deliver a product/service with all of the main functions and features within the time or budget constraints. Understanding the overall desired capability allows me to look for alternative solutions.

As an example, suppose your overall desired capability was for the project to design a passenger car capable of traveling 25 km per liter. If you give me a requirement to use a non-turbocharged diesel-powered engine it will be difficult for the project to succeed unless I can make changes to other things to reduce the weight of the vehicle, improve its aerodynamic efficiency, etc. Those changes, however, might require changing one or more of the main functions and/or features. If I don't understand the overall desired capability then the project is heading towards failure because all I know is I can't deliver the main functions or features within the constraints.

"What are the absolute minimum ("do or die") functions/features that are required?" - Call it a personal quirk, but I don't like asking what is the absolute minimum required. To me that question implies striving for mediocrity instead of excellence. I prefer asking "What functions/features must be included?" If something must be included it is part of the minimally acceptable baseline, but I've avoided asking what is the minimum.

"What are your thoughts on its physical appearance?" - Absolutely.

Also: "Is there anything you do not want the product/service to do?" Maybe the product/service is intended to complement one or more products/services the company already produces. If stakeholders tell me during the Collect Requirements process they want functionality provided by the other products/services, I know to exclude those requirements. Or maybe there is a legal limit to what the product/service can do.
Hi Matthew,

wow, thanks a ton for this contribution and response! Very valuable and i will definitively consider your points.

This is exactly the kind of answer/contribution i have wished for with my intentional posting.

Thanks a lot a gain.

I will provide the other questions i do already have collected for your guys review, but first i want to wait a bit more if somebody else comes with additional questions, so please stay tuned. ;)

Regards,

Markus
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Philippe Schuler Senior Instructor/Lecturer in Project/Program/Account PMO Management| Independant Consultant Les Choux, France
Markus. Great initiative.
I hope your product will help the PM to set up the necessary business intimacy with his/her sponsor. Most of the questions I usually ask to my sponsor during my first meeting are covered by your article and by the comments from the community.
But I also address other key points for me regarding the other stakeholders: who are the main people to take care of, what are there potential concerns with the project, do they fully support this project or do they show some resistance, ...

It is definively important to me my sponsor gives all necessary information and awareness about the perception, mindset, level of acceptance and involvment from the other stakeholders. This before I ask theese other stakeholders for a first meeting.
...
2 replies by Markus Kopko and Philippe Schuler
Nov 18, 2016 5:29 AM
Markus Kopko
...
Hello Philippe,

thank you also for participating in this discussion.
And of course you are absolutely on point, questions regarding other stakeholders should not be missed here.

May i ask you for reviewing the following question set regarding this topic and may be correct and/or add missing ones to them? That would be great! Others of course also invited to do so!
Thanks a ton in advance!

Here we go:

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

Who will benefit from this project?

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

May there be any parties who are likely to feel threatened/voice strong opinions against the project?

Who are the primary/strong supporters for this project?

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

The answers to this questions will lay the foundation for the upcoming stakeholder identification and -analysis of course.
As all of these results here will be transfers as a input into the appropriate pm processes, right?
Nov 21, 2016 4:18 AM
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.
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Vincent Guerard Coach - Trainer - Speaker - Advisor| Freelance Mont-Royal, Quebec, Canada
Markus, excellent initiative, looking forward for the result.

One question I like to ask and that work for both internal and external sponsor is an open question.

What would make the project a success for you?

The answer could be surprising, and give your direction for further questions.

The external sponsor success could be too be able to make opening of a concert season in the new facilities or have a landmark building .

For the internal sponsor in a similar kind of answer could be to have a project that can be a flagship to open a new market.

Those answer will provide direction for more questions.
Regards,
...
1 reply by Markus Kopko
Nov 18, 2016 5:34 AM
Markus Kopko
...
Hello Vincent,

welcome to the discussion and thank you for your kind words.

You stated a great point which we will definitely consider and implement in the questionnaire.

We have a topic named "Setting Expectations"; do you think this question would fit there? Or should we just open another topic for those kind of open questions and will there be some more of it?

Any input is welcome of course.

Regards,

Markus
avatar
Markus Kopko AI Enabler for Project & Program Mgmt | Founder PMotion.ai / The PM AI Coach| PMotion.ai Hamburg, Hamburg, Germany
Nov 17, 2016 12:02 PM
Replying to Philippe Schuler
...
Markus. Great initiative.
I hope your product will help the PM to set up the necessary business intimacy with his/her sponsor. Most of the questions I usually ask to my sponsor during my first meeting are covered by your article and by the comments from the community.
But I also address other key points for me regarding the other stakeholders: who are the main people to take care of, what are there potential concerns with the project, do they fully support this project or do they show some resistance, ...

It is definively important to me my sponsor gives all necessary information and awareness about the perception, mindset, level of acceptance and involvment from the other stakeholders. This before I ask theese other stakeholders for a first meeting.
Hello Philippe,

thank you also for participating in this discussion.
And of course you are absolutely on point, questions regarding other stakeholders should not be missed here.

May i ask you for reviewing the following question set regarding this topic and may be correct and/or add missing ones to them? That would be great! Others of course also invited to do so!
Thanks a ton in advance!

Here we go:

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

Who will benefit from this project?

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

May there be any parties who are likely to feel threatened/voice strong opinions against the project?

Who are the primary/strong supporters for this project?

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

The answers to this questions will lay the foundation for the upcoming stakeholder identification and -analysis of course.
As all of these results here will be transfers as a input into the appropriate pm processes, right?
avatar
Markus Kopko AI Enabler for Project & Program Mgmt | Founder PMotion.ai / The PM AI Coach| PMotion.ai Hamburg, Hamburg, Germany
Nov 17, 2016 9:08 PM
Replying to Vincent Guerard
...
Markus, excellent initiative, looking forward for the result.

One question I like to ask and that work for both internal and external sponsor is an open question.

What would make the project a success for you?

The answer could be surprising, and give your direction for further questions.

The external sponsor success could be too be able to make opening of a concert season in the new facilities or have a landmark building .

For the internal sponsor in a similar kind of answer could be to have a project that can be a flagship to open a new market.

Those answer will provide direction for more questions.
Regards,
Hello Vincent,

welcome to the discussion and thank you for your kind words.

You stated a great point which we will definitely consider and implement in the questionnaire.

We have a topic named "Setting Expectations"; do you think this question would fit there? Or should we just open another topic for those kind of open questions and will there be some more of it?

Any input is welcome of course.

Regards,

Markus
avatar
Markus Kopko AI Enabler for Project & Program Mgmt | Founder PMotion.ai / The PM AI Coach| PMotion.ai Hamburg, Hamburg, Germany
Nov 16, 2016 7:20 AM
Replying to Sungjoon Park
...
In addition to Matthew's and Rami's, I would ask to know about rather sponsor's role such as:

1. How do you intervene when the conflicts or problems occur beyond the realm of project level?
2. What nature of project reports and level of details do you want me to send you?
3. What are the hindrances currently you are dealing with for this project?
4. How to align the project goals with organizational strategic goals?
5. Who are negative stakeholders when the business case has been approved?
6. What are other jobs to be normally executed day to day than for this project?
7. How to deal with the issues when they should be communicated with senior management or requesting organization?

There might be more questions than the lists above.

Let us know when you finish.
Hello Sungjoon,

thanks again for mentioning those questions, i have included them meanwhile in some way.

But i don't get behind this one:

"6. What are other jobs to be normally executed day to day than for this project? "

May be it is because i am not native English but could you please explain a bit more specific what this is about?
Thanks in advance!

Regards,

Markus
...
1 reply by Sungjoon Park
Nov 18, 2016 9:44 AM
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.
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Sungjoon Park Coral Springs, Fl, United States
Nov 18, 2016 9:24 AM
Replying to Markus Kopko
...
Hello Sungjoon,

thanks again for mentioning those questions, i have included them meanwhile in some way.

But i don't get behind this one:

"6. What are other jobs to be normally executed day to day than for this project? "

May be it is because i am not native English but could you please explain a bit more specific what this is about?
Thanks in advance!

Regards,

Markus
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.
...
1 reply by Markus Kopko
Nov 21, 2016 4:20 AM
Markus Kopko
...
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
avatar
Philippe Schuler Senior Instructor/Lecturer in Project/Program/Account PMO Management| Independant Consultant Les Choux, France
Nov 17, 2016 12:02 PM
Replying to Philippe Schuler
...
Markus. Great initiative.
I hope your product will help the PM to set up the necessary business intimacy with his/her sponsor. Most of the questions I usually ask to my sponsor during my first meeting are covered by your article and by the comments from the community.
But I also address other key points for me regarding the other stakeholders: who are the main people to take care of, what are there potential concerns with the project, do they fully support this project or do they show some resistance, ...

It is definively important to me my sponsor gives all necessary information and awareness about the perception, mindset, level of acceptance and involvment from the other stakeholders. This before I ask theese other stakeholders for a first meeting.
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.
...
1 reply by Markus Kopko
Nov 21, 2016 4:44 AM
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
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