“Common Sense” Project Management (Part 3 of a 5-part Series)

Thursday, August 5th, 2010

Adequate communications with BOTH the customer and the project team is key.

Communications is a critical component of any successful project. It governs not only how well the project team works together, but also impacts the public perception of how well the project is going. Communications is a multi-faceted function that serves a variety of different purposes. I would like to focus on just two aspects of project communications; managing the customer’s perception of the project, and internal project team communications.

Managing a customer’s expectations of the project outcome is one of the most important jobs of a project manager. How often have you heard of a company having a real good earnings report, only to have their stock go down because they didn’t “meet analyst’s expectations”? For a project, not meeting expectations often results from poorly defined project requirements and deliverables, combined with inadequate communication of project status, causing the customer to assume capabilities that the project was never designed to deliver. Therefore, it is very important to explicitly communicate exactly what the project will deliver, as well as what it will specifically NOT deliver.

Keeping the customer apprised of detailed project status involves more than just holding periodic project meetings. These can be a big time waster if not properly structured and combined with other communications methods.

One ancillary communications vehicle that I have found useful in the past is to create/maintain a project notebook for each customer stakeholder.  While each project will have different communications requirements, the following list provides some examples of the content that I have found useful in the past:

  • a detailed description of the project requirements
  • important project milestones and deliverables
  • all meeting minutes
  • significant communications with key vendors contributing to the project
  • internal project memos
  • change request logs
  • analysis/tracking of major project risks and issues/problems
  • tracking of key project dependencies – especially with outside entities

Prior to each Prior to each Prior to each Prior to each Prior to each Prior to each project meeting with stakeholders, I send out revisions/updates to the project notebook reflecting the latest project status. This allows us to focus the meetings on important project issues and not waste time on the more routine status items.

You might reasonably argue that some of this information could be considered project minutia that wouldn’t be very meaningful to a project stakeholder. However, providing this level of detail tends to build an element of trust indicating that you’re not holding anything back from the stakeholders. In other words, you are making the stakeholders part of the project team, dissolving the typical “them vs. us” mentality that often exists between the project team and the end customer. Providing this level of information to the customer goes a long way in preventing unrealistic expectations from arising.

The other area of communications that is often undervalued is internal project communications. There is a school of thought that communications with team members should be confined to just those areas that they are working on, the theory being that it helps people focus on their individual tasks at hand, rather than being inundated with information extraneous to their function. While there may be some truth to this, my experience has been that some of this “extraneous” information actually increases people’s effectiveness because they are more aware of how their efforts fit into the global scheme of things. Furthermore, potential integration issues between major project components tend to be identified earlier due to this increased awareness.

A secondary benefit is that a well-informed project team functions more like a team, has higher morale, and presents a more unified project “face” to the customer (i.e. no matter which project member the customer talks to, they get the same information).

In summary, open and honest communications with the customer and internal team members increases the chances of success.  There is an old adage that if you don’t provide adequate information to people, they’ll make it up. Most projects have enough real technical challenges to deal with, without having to address issues caused solely by poor communications that could easily have been avoided.

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Harry Schultz Featured in Processor Magazine: Sidestep Project Management Landmines

Friday, March 12th, 2010

March 12, 2010 • Vol.32 Issue 6

Page(s) 26 in print issue

by Sixto Ortiz Jr.

Sidestep Project Management Landmines

Poor Communication, Lack Of Leadership & Other Problems Can Hamper A Project’s Success

Key Points

• Technical know-how, business acumen, and people management skills are all ingredients of successful IT project management.

• Capturing top management support greatly increases the odds for success.

• Risks cannot be eliminated, but they can be managed as long as they are identified in plenty of time.

IT project management can be precarious: Depending on which source is consulted, the failure rate for IT projects ranges anywhere from 30 to 60%. So, the odds are good that an IT project will fail to achieve its business case.

But, here’s a silver lining: There’s plenty of history documenting IT project mistakes. Administrators looking to steer a project to success should study the mistakes others have made in the past, especially within their own organizations. After all, those who don’t learn from history are doomed to repeat it.

Poor Definition Of Project Requirements

It would seem logical that an expensive IT project would have clearly defined objectives and a clear idea of the resources and outlays needed to get to the end zone. However, many organizations have suffered through poorly planned projects that ended up in the corporate scrap heap.

Unless everyone agrees on what is getting built, what the parameters are, and the rules for how things can change, the eventual outcome will be an unhappy ending, says Tony Navarrete, lead technical marketing in the IT Business Management unit of BMC Software (www.bmc.com).

“Early in the project definition stages, you need everyone to agree on the scope, high-level project budget, and key requirements,” says Navarrete. And, he adds, all of the stakeholders in the project must agree on these points so the project can move forward.

Harry Schultz, senior vice president of product development and solutions at Digital Reasoning Systems (www.digitalreasoning.com), says the true hallmark of a successful project is a customer that enthusiastically embraces the deployed system because it successfully addresses the specific needs that initiated the project in the first place.

But, says Schultz, the requirements-gathering process usually requires a significant commitment of time with the end customer to really understand their business and how the proposed system will be used. To accomplish this, Schultz recommends that a standing group of key customers (both technical end users and major decision makers) and key project members be formed to participate in the requirements definition process at the project outset.

Insufficient Communications

A complex IT project involves a substantial number of people working together toward one goal. A lack of clear communications can cause personnel to lose direction, focus, and ultimately the desire to see the project through.

One of the reasons projects often fail to align well with the desired value is because of inconsistent or inadequate interaction with the various sponsors and stakeholders, says Eric Willeke, lead architect for EMC Consulting (www.emc.com). To avoid this landmine, he adds, project leaders should focus a majority of their energy outside the project to ensure a clear understanding exists between the project team and the stakeholders. These communication channels, he says, allow potential impediments to be resolved promptly.

William Stuckert, vice president and general manager for Advanced Technology Services (www.advancedtech.com), says lack of communication about the business value of a project can have a negative impact on the people working on a project. Managers should clearly communicate the reasons a project is important to the business, Stuckert says, adding that this shows personnel the overall impact of their contributions.

Lack Of Leadership

Every undertaking must have direction from a leading individual. Without a strong hand to provide direction and leadership, a project may run aground very quickly, much like a ship steered by multiple captains who each wish to go in different directions.

Digital Reasoning Systems’ Schultz says successful projects require a project leader, not a project manager. An IT project should not be run as a democracy but rather as a benevolent dictatorship, he adds, because the project team requires clear direction and quick conflict resolution.

“A project awash in indecision is ripe for failure,” Schultz says. Strong leaders must convey a very concise message about project goals and how those goals are to be met.

Another dimension of leadership is ensuring that the person leading the project has the expertise needed to do so. But, says Jack Bergstrand, CEO of Brand Velocity (www.brandvelocity.com), the program director for a company is usually a respected business or technology executive who has never run a large IT project before. When that happens, this individual depends too much on the consulting systems integrator from the start, thus creating the expectation that the integrator will manage the project in a turnkey fashion.

Poor Risk Management

Projects are filled with unknowns at the outset, so determining what the potential obstacles are and the risks they pose to the effort is absolutely essential.

According to Alexander Magno, senior director of ADM North American Delivery at Keane (www.keane.com), a common mistake made by project managers is taking a “sit back and wait” approach to risk and attempting to solve problems once they occur. Magno says project managers should avoid falling into this passive approach.

The first step to avoiding this mistake, says Magno, is for team leaders to create a collaborative team atmosphere where openness helps identify and manage risks before they become issues. Second, he says, project leads should enable and coach teams so they consider the downstream impacts of delays, for example. Finally, mitigation strategies should be identified so the project team can work around risks and keep moving forward.

Lack Of Alignment With The Business

A project that lacks management support has a good chance to fail. After all, uncommitted top management is more likely to pull the plug on a project the first time things go awry.

For starters, lack of alignment with business objectives can cause project managers to “put blinders on” and neglect to account for market changes that cause a project’s business objectives to become invalidated, says Magno, who adds that it is important to keep business objectives for an IT project in mind throughout the process to avoid making this mistake. An executive steering committee should actively participate and review stated project objectives and business impacts throughout the course of the project, Magno says.

“Getting into the habit of recalibrating the project’s return on investment will help a manager remain ready and equipped to identify when to cut the cord,” he says.

Top Problem: Poor People Skills

People are the driving forces behind projects, so it stands to reason that project managers should be as good at managing people as they are at managing project logistics. Unfortunately, that’s usually not the case; Harry Schultz, senior vice president of product development and solutions at Digital Reasoning Systems (www.digitalreasoning.com), says many project managers have no trouble keeping up with technology but still don’t understand what motivates—and demotivates—people.

The solution? Management must treat people like human beings instead of resources and must value and respect their contributions. Also, he adds, respecting project members’ personal time, avoiding publicly berating personnel who make a mistake, and always showing appreciation will ensure people stay focused and contribute their best efforts.

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