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Author: Kiron Bondale

Striking an Agile Balance when Evaluating Project Requests

balanceIt’s the classic Catch-22. If your organization does not spend sufficient time evaluating requests before projects are formally authorized or executed, predictability of project outcomes decreases. 

On the other hand, time spent in evaluating requests (especially for those that will never be approved) is often perceived as an opportunity cost. The skills needed to perform the evaluation are likely the same skills needed to staff key projects.

No one contends that we should not expend effort in evaluating project requests prior to their approval.  Even organizations that only use the “squeaky wheel gets the grease” process for project selection and prioritization will usually expend a minimum amount of effort to ensure that truly insane concepts don’t get furthered. 

The dilemma is to know whether the effort being spent results in a cost justifiable improvement in project predictability.  This is where measurement and agile techniques can help.

Measurement begins with capturing effort spent on project request analysis and evaluation activities separately from other time reporting “buckets”.  This is not a normal non-project activity category in most organization’s time reporting systems, and there should be clear guidelines on its usage. Ideally, it should be used to capture any effort spent on project request analysis from the point of initial submission tol the point of official approval (at which time further effort spent against the project would be considered part of the cost of that project).  This effort should be reported to governance bodies at quarterly or semi-annual intervals and can help to tune your work intake processes.

Checklists or other such tools can improve the efficiency of processing requests and can improve the consistency of the assessment projects.  For certain types of projects, commercial estimation tools can accelerate the process of coming up with ballpark costs using either parametric or analogous estimation methods.

However, agile principles can best guide us to avoid wasting unnecessary effort on detailed planning, especially when there is a significant potential for requirements or scope flux. 

Project requests should be able to demonstrate the delivery of business value in a phased or iterative approach as opposed to the traditional “big bang”.  This can reduce the organization’s sunk cost in low value projects and will help to increase the realism or accuracy of business cases. 

Assuming a phased value delivery approach, request evaluation can focus on the first couple of iterations. If a project does not merit funding based on those, there is a high likelihood that it would not benefit the organization after its final iteration.  This sounds like classic “short term” thinking, but it avoids “Holy Grail” quests that consume tremendous resources but return very little when they are finally over.

Analysis of project requests to support “go/no-go” decisions is not free, but through regular effort measurement and by the appropriate application of agile principles, the value achieved through better project selection and prioritization can justify its costs.

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An Accurate Project Schedule; a Gift that Keeps on Giving!

A project schedule is a foundation tool. For most accidental project managers, the schedule is the plan. Given this, one would expect that on an average active project, the schedule should be current and accurate. Unfortunately, the quality of many project schedules reflects the value placed on them by their creators – a number of the cardinal issues with such schedules have been covered in one of my previous posts. These project managers may state that they are in control of their timelines and their project teams, and hence, the effort associated with keeping project schedules current is not warranted.

So what are some of the other benefits of an accurate project schedule beyond its primary value as a work management and tracking aid?

  1. It is a powerful communication tool – whether you are presenting project status updates to senior management, your customer, or reviewing upcoming work with team members, an accurate project schedule provides an objective method of communicating schedule progress, as well as highlighting the potential impacts of project issues.
  2. It is a wonderful medium for knowledge capture – a critical weakness in most organizations is the inability to effectively capture and leverage expert knowledge. A well developed, accurate project schedule can cut down on the ramp up time for new staff and can incorporate lessons such that they are more readily learned.
  3. It facilitates compliance with organization policies and procedures – embedding critical steps from operational or quality checklists into a project schedule increases the likelihood that they will be followed. If a checklist or standard operating procedure is documented, filed in a binder and referenced only during initial staff training, it becomes easy to forget. On the other hand, if the key steps within the procedure or checklist are built into a project schedule, not only is it hard to miss by team members, compliance issues become much more visible.
  4. It is a fundamental input into risk identification at all stages of the project lifecycle – while a risk register should be developed early in the lifetime of a project, it loses value if it is not reviewed and refreshed at regular intervals. An accurate project schedule can provide an efficient basis for ensuring that all remaining activities are considered from a risk perspective.
  5. It can reduce the effort required to analyze change impacts – without an accurate schedule it is difficult to assess the schedule, resource and cost ramifications of a significant project change. Not only can a schedule improve the quality of impact analysis, it also provides a means of simulating the impacts of different approaches to a proposed change.
  6. It facilitates project and portfolio-wide resource planning – human resource availability is one of the top constraints and ongoing sources of risk to projects.The ability to forward plan resource allocation through use of detailed, accurate project schedules is crucial to being able to proactively identify and avoid resource bottlenecks.

In summary, a project schedule is merely a model and like any model, it can only bring order and predictability to chaos if it is accurate. While you should avoid the temptation of spending too much effort in the development and ongoing maintenance of the “perfect” project schedule, striking the right balance between accuracy and effort will reap multiple rewards, beyond just knowing that you are “on track”.

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I Come to Bury PMOs, Not to Praise Them

PMOs are frequently portrayed as a panacea for an organization’s project management issues. Evangelists will pontificate that without this organizational construct, the ability to achieve excellence in project portfolio management (PPM) or project management execution is often unreachable. They may also point to the value of a PMO as an efficient means of gathering, normalizing, and communicating project and resource decision support information.

However, PMOs do not come without costs and challenges. PMOs struggle to deliver measurable business value within their first year of existence while at the same time incurring significant costs. These costs might result from consulting services purchased to facilitate the setup of the PMO, the total cost of ownership of tools to support the PMO as well as the recruiting and ongoing internal labor costs for PMO staff. Organization conflicts that can accompany the launch of a PMO can impact productivity and employee morale – if the mandate or authority for the PMO is not well defined and communicated or if there is a shift in authority from functional managers to project managers, a power struggle could occur that reduces perceived value.

Failure rates for PMOs are high (surveys have reported that between 20-25% of PMOs will not survive more than three years) and given the upfront costs and delayed achievement of business value, organizations should be absolutely sure that a PMO is the best way to achieve their PPM or PM-related business objectives. There are alternatives to setting up a PMO to address tactical issues such as project failure – better engagement of stakeholders, true project sponsorship, basic project management training for all staff and having skilled project managers are a few methods of achieving the same desired goal without the need to set up a PMO.

I’ve worked with many clients for whom a PMO was viewed as the “home of project management” – within its walls, project management flourishes and miracles are performed to get troubled projects back on track. However, outside of this utopia, behaviors do not change – governance practices are still afforded only lip-service, resources are still vastly over-allocated and excessively multi-tasked, project sponsors continue to remain invisible and project commitments are made without proper planning or justification.

PMI’s envisioned goal that “Worldwide, organizations will embrace, value, and utilize project management and attribute their success to it” underscores the need for our profession to transcend an artificial construct such as a PMO. I draw an analogy to the evolution of quality in the manufacturing industry – so long as it was viewed as being performed by a quality control or assurance group, it failed organizationally. Only when it becomes a core component of all organization practices does it truly flourish.

Setup a PMO, and you risk establishing a crutch that prevents an organization from truly institutionalizing project management – while PMOs can facilitate improvements within low maturity organizations, I believe that in the not too distant future, successful organizations will look at PMOs as being as obsolete as a mimeograph machine.

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Overcoming Project Management Super Villains

Delivering our profession often requires super-human effort and, as we all know, a super hero is only as good as the super villains they have to defeat.

This article covers three of the super villains that plague project managers and provides some insights into how to deal with them.

1. The Scope Shape Shifter

The scope shape shifter can be identified by frequent changes in requirements and other scope elements. Just when you think you’ve got the shape shifter’s requirements nailed down, they morph into something else resulting in budget overruns and schedule delays. If you try to enforce rigid scope control practices with them, they escalate and complain that you are “nickel and diming” them or are not paying attention to customer satisfaction.

One way to deal with the scope shape shifter is to use an agile project management approach that encourages refinement of requirements over the project’s lifecycle. If you are unable to apply agile practices due to the nature of the project, structure it in a phased approach and focus on delivering the highest priority requirements first, leaving medium or lower priority requirements for future phases (and hence open for change by the customer).

2. The Sponsor from Another Dimension

The extra-dimensional sponsor starts out by being all that you want a sponsor to be -communicating the value of their project to all stakeholders, securing the necessary funding to get the project kicked off, and providing you with a vision of how they see this project benefitting their world.

Unfortunately, the moment you escalate a project issue, or assign them as the owner of a risk event, they have dimension-shifted back to another plane of existence from whence they can observe unscathed the chaos occurring in your world.

The key to keeping these sponsors in our dimension is to engage them only when absolutely necessary and in appropriate “business terms” (so they don’t feel overwhelmed with information that they perceive is of little value to them), to ensure that project success is considered part of their performance evaluation (by appropriately leveraging your influence across the organization), and if all else fails, to have an appropriate escalation path to be able to drag them kicking and screaming back into our world.

3. The Prima Donna

On many projects you may forget that you are the project manager and start to feel more like a babysitter. At least one of your project resources might be extremely reluctant to provide timely progress updates without frequent nagging, may ignore assigned issues, and in general does not “play well” with fellow team members.

To defuse this situation before it occurs, it is very important for project managers to establish expectations for communication and team interaction as early as possible. These expectations should be reinforced on a regular basis during team meetings.

The project manager should also strive to establish good relationships with resource managers, which makes the process of escalating concerns about specific resources easier to deal with. The worst thing a project manager can do is to pander to prima donnas. If their behavior is tolerated, they will go from bad to worse, and other responsible team members will be demoralized.

Have I ignored any of the key arch-villains? Let me know.

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Stealth Projects – Why Should We Care?

Stealth ProjectsA stealth project is an initiative that was never formally sanctioned or approved. This is not a value judgment – many stealth projects are able to deliver worthwhile business outcomes, but at what cost?

Stealth projects have been portrayed as being one of the Four Horseman of the Project Portfolio Management Apocalypse. So why do they survive (and even thrive!) in many organizations?

A stealth project usually emerges when a customer knows that their request will not be addressed in a timely fashion and leverages their position, influence or relationships within the organization to get the work done.

Likely causes for this perception are:

  • The customer may feel that the request will not be perceived by the governance committee or decision makers as being as worthwhile or as urgent as other requests that are more likely to be approved
  • The customer may feel that the work intake process (the method by which requests are submitted, evaluated and either approved or rejected) is too onerous

Another possibility is that the customer may simply not know any better. They may have been used to going to their “favorite” resource in the past to get things done, and even if a work intake process has been implemented they may be unaware of it or be purposely ignoring it. We tend to repeat past behaviors that resulted in desired results where there were no negative consequences. If there were no repercussions in the past for not following proper work intake practices, this behavior will persist.

So why should we care about stealth projects?

  • They consume human and financial resources that should have been utilized on officially approved and prioritized initiatives. No organization today has the luxury of infinite resource capacity, so there is always an opportunity cost incurred by turning a blind eye to stealth projects.
  • They may not be executed following all required compliance policies and practices. When a project is initiated as a stealth project, it is a reasonable assumption that quality or regulatory assurance practices might have been missed. The result could be that the deliverables from the project incur a heavier operational support or regulatory compliance burden than those of properly sanctioned and managed projects.

How can we identify stealth projects? Organizations that have successfully implemented time capture systems have an advantage, but it could also be as simple as managers knowing what their teams are working on, and for the management team as a whole to be committed to identifying and exposing stealth projects.

The outcome should not solely be punishment of the originators of these projects. In many cases, the customer may be unaware of the proper work intake process or may be highlighting a scalability or flexibility issue with the process.

To weed out stealth projects, a well communicated, flexible and scalable work intake process coupled with management commitment to the process is essential. However, this needs to be balanced against fostering a culture that encourages the brainstorming and submission of creative, innovative ideas.

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