Project Management

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As a technical person by background, how do I make a smooth transfer to project management roles without being hampered by my SME experience?

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Jiulin Guo Dublin, Rathfarnham, Ireland
I have 7 years experience in Oil & Gas industry as a geologist and have spent a few years in leading some projects. As a technical person by background with PMP certificate, how do I make a smooth transfer to project management roles without being negatively affected by my SME experience,i.e any strategies to take the advantage of the SME for landing the project management role?
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Jiulin Guo Dublin, Rathfarnham, Ireland
Feb 16, 2018 2:50 PM
Replying to Thomas Walenta
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Anish, good for you that it worked.

The risk I have seen materialize is that if the PM is the SME, delegation becomes harder as it is anyhow, second opinions/options tend to get fewer, and in critical situations, the PM/SME gets overloaded as he focuses on SME tasks. The project is suffering and eventually a real PM is coming in. Seen that many times.
Thomas, thanks for the view. I guess as a PM with SME the key is to have the ability to set the SEM aside and focus on people. There may be a chance for me to step in but not always. Developing the wisdom to tell when needed is critical. From this point, may be stepping out of my industry into a different one won't be a bad option.
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1 reply by Thomas Walenta
Feb 19, 2018 9:46 AM
Thomas Walenta
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Jiulin, yes, setting the SME capability aside is not so easy, as you might still be the better SME on the project, from history perceived as such by the client or team members and often pushed into the SME role and if a crisis comes up, you will be tempted to solve it by yourself.
You should focus on 3 other areas instead making up a project manager: 1. people/leadership 2. running the project itself (plan, staff, control, meetings...) 3. having the business value of the project in mind.

The PMBoK ed 6 Appendix X6 shows that 2 tools and techniques are used the most:
1. expert judgement (this is when the PM brings in SMEs to whatever task )
2. meetings
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Jiulin Guo Dublin, Rathfarnham, Ireland
Feb 16, 2018 8:47 AM
Replying to Kiron Bondale
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Jiulin -

Look at your domain expertise as a strength rather than a weakness. As you may not have a lot of pure PM experience, you might want to start with finding projects within your SME domain that are not overly complex.

And I'd definitely echo Andrew's caveat - make sure the company you are joining isn't expecting you to be both a PM and a SME simultaneously to save them some costs!

Kiron
Kiron, that's right. Thanks for the suggestion! The job description has to be PM driven (not some kind of hybrid responsibilities) and also make sure that I won't unintentionally dig into technical details...
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Thomas Walenta Global Project Economy Expert Hackenheim, Germany
Feb 19, 2018 9:31 AM
Replying to Jiulin Guo
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Thomas, thanks for the view. I guess as a PM with SME the key is to have the ability to set the SEM aside and focus on people. There may be a chance for me to step in but not always. Developing the wisdom to tell when needed is critical. From this point, may be stepping out of my industry into a different one won't be a bad option.
Jiulin, yes, setting the SME capability aside is not so easy, as you might still be the better SME on the project, from history perceived as such by the client or team members and often pushed into the SME role and if a crisis comes up, you will be tempted to solve it by yourself.
You should focus on 3 other areas instead making up a project manager: 1. people/leadership 2. running the project itself (plan, staff, control, meetings...) 3. having the business value of the project in mind.

The PMBoK ed 6 Appendix X6 shows that 2 tools and techniques are used the most:
1. expert judgement (this is when the PM brings in SMEs to whatever task )
2. meetings
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Jiulin Guo Dublin, Rathfarnham, Ireland
Hi Mounir, that's an interesting view. The PMI standard brings a lot of my leading the well planning project memories back to the surface. Certainly the projects can run better if fully using the standard. Would be interesting to know the reason why the situation you mentioned (i.e. not likely to implement the PMI standard) in the oil & gas industry.
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Jiulin Guo Dublin, Rathfarnham, Ireland
Thank you all for the insights. Really appreciate the help. I need to think about it a bit more with your inputs.
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Vincent Guerard Coach - Trainer - Speaker - Advisor| Freelance Mont-Royal, Quebec, Canada
Being a SME could be a good point to enter a PM role in the corresponding field.

The trap is the SME, could be tempted to keep the SME role and keep working on technical part of the project.
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1 reply by Jiulin Guo
Feb 21, 2018 1:46 AM
Jiulin Guo
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I agree Vincent. the temptation to chip in would be great...
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Jiulin Guo Dublin, Rathfarnham, Ireland
Feb 19, 2018 12:21 PM
Replying to Vincent Guerard
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Being a SME could be a good point to enter a PM role in the corresponding field.

The trap is the SME, could be tempted to keep the SME role and keep working on technical part of the project.
I agree Vincent. the temptation to chip in would be great...
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Chetan Thakkar Vernon Hills, Il, United States
I actually thought, O&G is one of the domains with very close Engineering association, and very much relevant to the PMI's PMBOK framework, unless not adopted well due to organization readiness..

In-fact, I thought, anytime you have an investment in the form of a 'Project', PMBOK tools and techniques are the de-fecto standards that one can think of for any domain for hiring a PM for the project... Although, I feel, the SME experience certainly helps in managing such project but not adequate without following the structured methodology.
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Jiulin Guo Dublin, Rathfarnham, Ireland
Chetan, really appreciate your insights. Although not the whole O&G industry has adopted the PMBOK methodology, there are some changes. The downturn may have created opportunities to accelerate the transformation of the industry in operation efficiencies via some structured methodologies (also with new technologies like big data).
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