The Art of Project Management: Scale

Slalom Consultant Carl Manello

Carl Manello

The control of a large force is the same principle as the control of a few men: it is merely a question of dividing up their numbers.Sun Tzu, military strategist

Creating principles

The basic principles of project management are fully extensible from the smallest initiative to the largest program. The key is that the project management practices should be understood as principles: accepted or professed rules of action or conduct. It is based on this belief that I encourage my clients to establish project manager guiding principles and to construct project management frameworks (not detailed, step-by-step methodologies). By maintaining the governance rules at the highest level (at first definition), the organization maintains the flexibility to scale the implementation of principles based on specific needs. Read more of this post

Change Is Good: K Is for Keep It Super Simple

Slalom Consultant Roger Kastner

Roger Kastner

In a famous episode of the sitcom series Seinfield, the father of one of the main characters, Frank Costanza, received the therapeutic advice to say “serenity, now” whenever a situation caused his blood pressure to suddenly rise. However, instead of using a calming voice to repeat the mantra, the joke was that he screamed the mantra, obliterating any possible soothing benefit.

For many change leaders as well as recipients of change, the urge to scream “Serenity, now!” might be commonplace. And just like Mr. Constanza creating and escalating his own maddening situations, many change leaders do the same thing by attempting to drive too much change, too fast, and with not enough support to make it successful.

Serenity now, indeed. Read more of this post

The Art of Project Management: Success

Slalom Consultant Carl Manello

Carl Manello

A victorious army opposed to a routed one, is as a pound’s weight placed in the scale against a single grain. —Sun Tzu, military strategist

While I won’t compare weights and measures of ancient China (the “I” and the “SHU” versus the pound and the ounce), I will measure up Sun Tzu’s comment against the weight of managing a successful project. All too often projects are focused on the future. The drive for success is what becomes important! I have fallen into this habit myself, commonly chanting a string of queries: “Where are we at?” “How are we doing?” “What will it take to get us to ‘done’?” These are the core questions for status and moving forward. But what about celebrating our successes? Read more of this post

The Art of Project Management: Governance

sun tsuThus it is that in war the victorious strategist only seeks battle after the victory has been won, whereas he who is destined to defeat first fights and afterwards looks for victory.Sun Tzu, military strategist

The parallels are easy: a large-scale, enterprise-wide business initiative is like a war. Sometimes it can be a death march. Sometimes it can be a victorious success. Often the difference in the end is determined by planning the undertaking at the beginning. Whether an ERP replacement, a new pricing system, or an employee medical records system replacement, an organization will do well to understand the full scope of the “battle” before committing its warriors to the endeavor. In large-scale initiatives, planning tends to take the form of designing a governance framework. Read more of this post

Why Projects Succeed: Organizational Change Management

Slalom Consulting Roger Kastner

Roger Kastner

Is change management or project management more critical to project success?

Before you answer, let me tell you about two examples that might impact your response.

Like many of you, I’ve been on a few projects where I was able to appropriately set and deliver on expectations on scope, schedule, and budget (“on time, on budget, high five!”), only to have the end product of the project be a big fat zero in the marketplace. Read more of this post

Why Projects Succeed: Fostering Joint Accountability

Slalom Consulting Roger Kastner

A Consultant Manager with Slalom Consulting, Roger works with clients and other consultants in the delivery of Organizational Effectiveness and Project Leadership services and helps practitioners achieve greater success than previously possible.

Imagine this—an organization that celebrates its successes, both large and small, and also embraces its failures, so that it rewards the wins and reinforces a culture of learning and improvement. In this organization, individuals will identify others’ contributions to success and will also freely stand up to take personal responsibility for their contributions when things go wrong.

Sounds like a utopian workplace that only exists in management philosophy books, right?

Well, maybe it is Pollyanna-ish to presume that a culture of accountability is possible within a large organization. Maybe it is unlikely that leaders who rely on punishment as their form of accountability, or lack the skills and knowledge of what accountability truly means, can repeatedly demonstrate strong and healthy accountability behavior.

However, as a successful project manager, accountability is a key behavior you want your team members and stakeholders to embrace and exhibit. And if you are fortunate enough to be able to select team members and stakeholders who already act with accountability, you are living the good life. But for the rest of us, we need to be proactive in fostering joint accountability amongst the team, as this is how the best teams coalesce, compete, and succeed together.

The successful project manager establishes and cultivates a team culture of joint accountability, which results in a culture of winning. Read more of this post

The Art of Project Management: Sun Tzu’s Rules

The art of project management is of vital importance to the Company. It is a matter of success or failure, a road either to safety or to ruin. Hence under no circumstances can it be neglected. — Sun Tzu, The Art of Warsunzu (paraphrased)

Over two thousand years ago, Sun Tzu crafted his rules for waging war.  The subsequent Art of War is now one of the most often cited books, reflecting strategy in all things from sports to business to the actual implementation of war. I believe one can equally rely upon the Chinese general for interpretations on running today’s ongoing corporate battles: the implementation of projects.

To start this series, The Art of Project Management, I’ll paraphrase one of the Sun Tzu’s set of rules from ancient war-fighting.

There are three ways in which an executive can bring misfortune upon his team:

  1. By commanding the team to just move forward, being ignorant of the fact that it cannot obey. This is called hobbling the project.
  2. By attempting to govern a project the same way he administers a core functional business operation (e.g., supply chain or marketing), being ignorant of the particular conditions of that project. This causes restlessness in the project team’s minds.
  3. By employing resources on his project without discrimination.

Let’s take a quick look at each. The first, hobbling the project, cautions us from charging forward, regardless of the situation and leading indicators from the team. “We’ve already been at this six months; let’s just keep going.” “The CFO has committed $2 million, we can’t stop now!” “We need to make a change in direction; so just do it!” Have we all heard something like this before? I am not suggesting that our senior leaders should be restrained from setting or altering a course as they deem best for the company; however, they must take into consideration how changes will impact the initiative. Sunken costs cannot be recovered. Time spent is not an indicator of the “right” decision, direction, or approach. And while we all strive to be more flexible, project change management is almost an entire art form in and of itself.

When it comes to governing a project, I often find that senior executives who are very smart, experienced in their field, and successful are often confused by my project management counsel. These leaders do not understand how running an ongoing concern as part of a corporate function is any different than a project. Projects are not ongoing concerns. They should be handled differently, and an entire industry has been spawned to deal with and assist in the running of these discrete initiatives. Think about the senior executive who is reluctant to begin structured, formalized, metric-based status reporting. She’s never implemented such a thing in all her success at running a supply chain operation, so why should she start now? Whichever project management discipline you follow (from Harvard to PMI, Agile or Waterfall), there should be a fundamental understanding that projects are not the same as running a business.

When it comes to resources, projects are often plagued by under allocation. In many cases, resources are asked to provide their time to a project and maintain their daily responsibilities as well. Leaders who are successful managing operations are often foisted into the roles of project leads or project managers. Often they are put in this role due to their success at running an operation—but without any knowledge, skill, or experience running a project. Managing an initiative on part-time resources who are not focused on the team’s success or prepared with the right skills is a formula for failure.

Sun Tzu has many lessons to leverage. For anyone who has not yet read one of the translations, I highly recommend him. I will do my part in this ongoing series—The Art of Project Management—to share my interpretation of his wisdom in the world that I call Delivery Effectiveness. In closing, consider an adaptation of Sun Tzu’s often quoted verse: “If you know the challenges and know yourself, you need not fear the result of a hundred projects.”

Why Projects Succeed: Take Corrective Action

Slalom Consulting Roger Kastner

A Consultant Manager with Slalom Consulting, Roger works with clients and other consultants in the delivery of Organizational Effectiveness and Project Leadership services and helps practitioners achieve greater success than previously possible.

Everyone has a plan, until they get punched in the mouth.” —Mike Tyson

Maybe you’ve heard the project manager axiom “plan the work, work the plan,” which suggests there’s value in both creating a plan and then closely managing that plan. But to Mike Tyson’s point, shouldn’t you also have a plan for when the original plan unexpectedly doesn’t work?

I’ve had the privilege to speak to over 1,000 practitioners over the years at project management presentations and classes, and in almost every instance I ask each audience to, “raise your hand if you’ve ever been on a project that did not have some unforeseen problem knock the project sideways to the point of putting the objectives at significant risk?” How many hands do you think I’ve seen over the years?

(Well, OK, there was one, but the person was referring to a two-week “project.” So I’ve learned to phrase the question differently.) Read more of this post

Tweet Your Business Requirements

Introduction

My Twitter feed would explode if, as a business analyst (BA), I was required to tweet all of my project requirements. For this and many other reasons, tweeting requirements is unlikely to become a best practice any time soon. First, there is the very public nature of Twitter, and second, the brevity that Twitter requires at 140 characters or less per tweet.

Everyone knows that business analysts write extensive (read: lengthy) Word documents and Excel spreadsheets full of requirement statements to demonstrate a thorough understanding of the subject matter at hand. In some organizations, the bigger the document, the more highly regarded the business analyst—even though few (if any) of their stakeholders actually read the material they’ve written. To be clear, I consider stakeholders to be both the business and technical project partners who consume requirement and rule statements for validation or production. Feel free to tweet me back @justincullifer if you disagree with my claim that stakeholders are not reading the material.

Considerations

A colleague of mine shared that, in a former position, he managed a team of a dozen or so individuals in a product management organization. Business analysts were a part of this team, responsible for eliciting and capturing requirements for technology projects. His BAs produced the customary requirements documents from which developers coded and testers tested. He shared that one of his brightest BAs used to include, in every requirements document over the course of several years, a statement that said, “If you read this, call me at [phone number], and I will give you $20.” Her phone never rang. While a comical anecdote, the more serious implication is what many of us have known for a very long time: lengthy requirements documents are nearly impossible to consume and retain.

Attention span varies from person to person. Some of us have the ability to work heads-down, fully immersed in the subject matter at hand. Others work in patterns of on-and-off focus time intermixed with breaks for conversation, reading news, or catching up on email. Still others find it difficult to focus for any significant length of time and therefore devote little time to any one item. We can take a lesson from network news media and social media, who accommodate those with the shortest attention span by delivering sound bites, headlines, tweets, and wall posts. Perhaps BAs should consider this approach, as BAs must deliver informative statements in a timely manner.

This returns us back to the hypothetical use of Twitter for the delivery and consumption of requirements and rule statements. If BAs are limited to 140 characters, they are going to try really hard to make the very best of those 140 characters. Here are some ideas about potential content:

  • They might mention the user role to which the requirement or business rule pertains by using an @ mention. For example, @Librarian must always obtain a @Customer driver’s license number prior to issuing a library card.
  • They could specify locations by leveraging the cross-hair “add your location” feature.
  • Attaching a static wire-frame using the camera’s “add an image” feature may prove particularly useful when tracing requirements to visualize user interface pages.
  • A link to artifacts, videos, or models using a bit.ly link would surely maximize the 140 available characters. Now, now—no cheating! Linking to lengthy Word documents or Excel spreadsheets would break our imaginary set of rules!

In this fictitious world of tweeting requirements, the onus would be on the BAs to make the most of their brief statements. To simply tweet hundreds or thousands of tweets negates the remarkable nature of this concept: concise and targeted requirements. Concise and informative headlines, tweets, and wall posts are exactly what media outlets have found that people are accustomed to and respond to in today’s connected world. Is it possible that leveraging Twitter might be the next leap in the evolution of BAs focused on delivering requirements that have been fully vetted for clarity and accuracy?

Consumption of high-quality requirements is critical to the success of every project. Imagine that your project stakeholders (the ones validating the accuracy of the requirements) followed their BAs’ Twitter handles and kept close tabs on newly tweeted requirements as they came across their respective Twitter timelines. The stakeholders could elect to reply to each tweet with corrective feedback, or even re-tweet requirements to other stakeholders for validation. Since tweets appear at the speed of light, the stakeholders would be forced to frequently monitor their timelines, so as not to miss any critical requirements or rule statements and, subsequently, their opportunity to provide feedback or approval. Tools like Tweetdeck may enhance this process, but each would require the stakeholders’ attention. A by-product of this fictitious world is the fact that the BA would have significant influence over their stakeholders’ schedules, which is only a dream of BAs in most organizations. The same concept would apply to consumers farther along in the project’s lifecycle, such as developers, testers, and trainers, who would also need to monitor their timelines for the same material.

In spite of the perceived benefits of tweeting requirements, I realize that organizational barriers will continue to require the production of Word documents and Excel spreadsheets most of the time. Industry trends are favoring the adoption of robust requirements management systems like Jama Contour and IBM RequisitePro. These systems have lower costs of entry and flexibility than ever before, allowing project teams to capture, manage, and consume requirements effectively. Arguably, the downside of such systems (and Word and Excel) is that these systems still allow BAs to freely enter extensive amounts of text that someone, eventually, is going to have to consume. To the points made earlier, BAs must understand that their stakeholders consume information in sound bites and must clearly articulate requirements to accommodate all levels of interest and attention.

Conclusion

Given the concurrent trend of businesses seeking to expedite speed-to-market and respond to customer feedback quickly, I believe that BAs will need to find creative ways to follow more pragmatic approaches to their elicitation, documentation, and delivery behaviors.

Leveraging advanced requirements methodologies, such as Requirements Visualization, enable business analysts to work collaboratively with user experience designers to elicit, capture, and deliver the right requirements at the right time. In turn, stakeholders can maximize their time and gain greater visibility into every stage of their projects. Interactive models traced to thoughtfully produced requirement and rule statements ensure that stakeholders are engaged and interested.

Until your organization adopts a contemporary requirements methodology, consider my tweeted requirements proposition: keep requirements succinct, accurate, relevant, and as easy to consume as possible.

Leading While Naked: Part 7–We’re Losing the Business!

In his blog series Leading While Naked, Paul Shultz, Slalom Consulting’s Dallas General Manager, reflects on leadership and the lessons found in Patrick Lencioni’s business fable Getting Naked and Charlene Li’s work Open Leadership. As Paul says: “Leading and managing a professional service firm in today’s connected times, with heartfelt attention to the absolute fact that people matter, proves to be a remarkable journey.”

Part 1 | Part 2 | Part 3 | Part 4 | Part 5 | Part 6

Slalom Consulting Dallas General Manager Paul Shultz

Paul Shultz, General Manager of Slalom Consulting’s Dallas office, has more than 30 years experience leading business and technology transformations.

We’re losing this business!

I haven’t closed many sales pursuits by selling.  And most buyers haven’t bought much consulting work by buying.  Uhhhh, what?  Read on.

We encounter lots of opportunities to develop business from RFPs to extensions of work at existing clients to that random encounter with friends when the topic of “what do you do for a living” comes up.  And all shades in between.  And in those pursuits that have moved smoothly and successfully from “help me” to “I’ll trust you to do that” pure selling and buying played minor roles.  If any.  I’m not talking so much about the formal process – I’m talking about the reality of the decision maker’s mind – and heart.

It’s funny how when we fear losing the business (Patrick Lencioni’s first mentioned fear in his book Getting Naked) we fall into deadly behaviors that unless cured, seem to drive us into exactly the result we fear – we lose the business.

It was a really big deal – a “make it” kind of deal – and we were leading and pulling away.  Cruising along in the race executing our selling approach – dotting i’s, crossing t’s, step left, step right, check the box, etc.  And then this little birdie said “how is life when losing?”  Reaction?  You know the feeling – looking in the mirror, heart pumping, irrational thoughts, splash some cold water on the face.  Later after checking and feeling a bit, it was true – we were not winning this business.

Some say “change the game” when you don’t think you can win with the buyer’s rules.  Sometimes works.  Risky.  Depends on a lot of factors.  Didn’t agree that those factors existed here and I’m not sure I like the classic approach to that strategy much anyway.

Lencioni offers the same notion – but from a deeper-seated relationship perspective.  Paraphrasing a bit:  prove you are more interested in helping people in their business and not preserving your own revenue stream – and thus, you are likely to preserve your revenue stream.  Ergo, act like you are not afraid of losing the business or you likely already have.

Much gnashing of teeth and wearing sackcloth on our part.  Well, sorta.  Knowing we were behind and confident in our abilities, we asked for a meeting to discuss our position, our thoughts, and our potential to withdraw from the fray.  They agreed.  Almost surprisingly.  But that is another story.

We shared some kind truths, expressed our understanding and feelings about our current position, and asked a simple question:  “do you really know what it is like to experience working with us?”  Like asking someone do you really know what jalapeno jelly tastes like:  you read the ingredients, you know what jalapenos are, you get the concept of jelly – but unless you have tasted it, you really don’t know what it tastes like.

That is what we were really asking them.  Wouldn’t you like to “taste” what working with us is like?  To experience that, we suggested that right there we do a little consulting about one of the processes they needed help on – with the risky bet that if they didn’t like our way, feel, aka “taste” that we would not be a good fit for them anyway.  Better to know now and move along than to drag out the process any further.  That was our pitch.

So we worked openly with them – digested, diagnosed, and developed some conclusions about one of their problem areas – and at the end, checked in with them on the experiment.  Telling sign was that they were so engaged that none of them realized 2 hours had passed.  Funny to watch execs scrambling with quick emails to apologize to others for their tardiness.

Not instantly but shortly, we won the work.  What had happened?  Paraphrasing Lencioni again:  start serving prospects as if they were already a client.  Find a way to meaningfully help – and if they don’t hire you, they must not need you or the fit isn’t right.  That is what happened.  Consult.  Don’t sell.

100% effective? I think so if you can get the conversation turned that way.  Artful and risky and some higher order skills.  And a lot of fun.  I guess for me it’s about rubbing off on a prospect like we rub off on clients.  If we can help and our ways look and feel and “taste” right, we likely win.  Almost as if that is an altogether better approach for buyers too. Hmmm.

Stay naked.

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