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Tag: Leadership

PMTimes_Jun28_2023

BREATHE Your Way Through Conflict

Written by Anthony Gray on . Posted in Articles.

Conflict in and of itself is not bad. It can drive innovative solutions as organizations tackle tough, challenging, and complex problems. While some conflict is healthy, too much is not. Conflict, if not managed correctly, can quickly spiral from something healthy, to something toxic resulting in destroyed relationships. How we manage conflict matters, in leadership, business, or at home.[1]

Conflict management is a skill everyone needs in their kit bag. When dealing with emotionally charged topics, one should have the courage to communicate their way through conflict. Confrontational situations may require one to take a moment to breathe.[2]  While physical breathing techniques to remain calm during conflict are helpful, BREATHE is a conflict management framework one can use to navigate their way to achieve productive results. BREATHE stands for:

  • Be aware of the situation; and with whom one is in conflict.
  • Reflect, then respond. Do not react.
  • Exercise emotional intelligence and empathy.
  • Actively listen, ask clarifying questions, and acknowledge.
  • T Think of others first.
  • Humble yourself.
  • Execute and evaluate the results.

This BREATHE framework can serve as a cyclical, sequential and nonlinear tool, with interconnecting components. One can initiate the framework at any point and execute multiple elements simultaneously. For example, empathy may open the door to active listening and acknowledgement, which may activate one’s humility, allowing one to think about others first and engage in teamwork. Moreover, while each component can serve as its own independent conflict management device, the comprehensive employment of all elements working together may prove most effective in producing optimal outcomes.

Be Aware.

Be situationally aware. Understand the factors contributing to the conflict. A tool to help one become situationally aware is to conduct an environmental assessment. When conducting an environmental assessment, consider the following external and internal factors. Externally, analyze the political and economic situation. Determine whether one is dealing with social or cultural issues, or labor market challenges. Evaluate technological capabilities.[3]  Internally, various friction points could contribute to conflict, such as production problems; lack of assets and resources; and ineffective policies.[4]  At the individual relational level, environmental contributors could include work life stressors, health concerns, personal finances, and or relationship issues. Finally, something to keep in mind. One or all contributing factors could exist simultaneously, affecting one or all parties.

The external and internal environment is complex and complicated enough without introducing the volatility of the human dynamic. However, one must understand with whom one is in conflict. Maintaining positive relationships is critical to achieving desired outcomes because it involves trust. Positive relationships build trust, contribute to esprit de corps within an organization, and enable one to achieve their objectives with the help of willing participants. The goal of the BREATHE framework is to help the implementor move the needle from a negative relationship to a positive one, from conflict to collaboration.[5]

To help one maintain positive relationships, a stakeholder analysis may be helpful.[6]  The intent of conducting a stakeholder analysis is to decide with whom you should engage, how you need to engage them, and when. You are trying to determine: 1) Is the conflict worth your time and effort? 2) Is the stakeholder of such influence you should care? Given the gravity of the situational context, and the relational importance of the stakeholders with whom one is in conflict, how we respond is an essential element of ensuring a positive outcome. This leads to the next stage of the BREATHE framework, reflect, then respond.

 

Reflect, then respond. Do not react.

Instead of impulsive reactions typical of conflict, take time to reflect, then respond. The difference between reacting versus responding, is analogous to instinct and thought. Instincts are primal behaviors below the conscious level responding to environmental stimuli without reason. Thought on the other hand, is a developed plan based on the intellectual product, views, and principles of a group or individual.[7]

Another difference between reaction and response is the potential impact. Depending on the severity, reacting without thinking can lead to potentially negative unintended consequences. Conversely, reflecting, and then responding can lead to planned outcomes. The BREATHE framework is a methodology requiring reflection through each phase, resulting in a deliberate and intentional response. Reflecting, then responding, is the gateway to the next phase of the BREATHE framework, exercising emotional intelligence and empathy.

 

 

Exercise emotional intelligence and empathy.

            Responding instead of reacting is an exercise of controlling one’s emotions. Therefore, while in the moment, we should understand what we are feeling, why we are feeling that way, and what can we do about it. Meaning, we should exercise emotional intelligence (EI). EI “is the ability to identify, assess, and manage the personal emotions of oneself and other people….”.[8]  The exercise of identifying, assessing, and managing one’s feelings can serve as a calming technique in and of itself. Additionally, deliberately mapping out the BREATHE framework may help influence one’s emotions to a less aggressive state. The last step of EI is to repeat the process but from the perspective of the person or group with whom you are in conflict. This leads to exercising empathy.

Empathy is “the ability to understand and share other people’s feelings”, [9] enabling one to “see others as they see themselves”.[10] As you think through your assumptions regarding the other party, try to think through how the other party may feel if your assumptions about them were true. Try to place yourself in the other party’s shoes. Ask and answer, “How would I feel if I were (insert other party)?” After completing this exercise, the next step is to turn your assumptions into facts through fact-finding techniques. The most effective fact-finding technique is face-to-face communication.[11]  This leads to the next phase of the BREATHE framework, actively listen, ask clarifying questions, and acknowledge the other party or parties.

 

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Actively listen, ask clarifying questions, and acknowledge.

            Communication is a widespread problem in every organization, as well as in relationships. Therefore, effective communication skills are essential.  An essential element of effective communication is active listening. Active listening is the ability to apply one’s undivided attention to the speaker, taking in not only the words spoken, but the tone and mannerisms as well. It is the ability to hear and see past emotions to understand what the speaker is trying to communicate. One who is actively listening, hears the message, understands it, signals their understanding with appropriate body language and gestures, reflects on it, then communicates their understanding by repeating the message to the sender, followed by an appropriate interpretation.[12]

When engaging in conflict management, ask clarifying questions. Asking clarifying questions deepens one’s connection with the other party. It helps each party further understand and empathize with each other’s perspective. Asking why questions, such as, “Why did you”, may spark defensiveness. Instead, use the “What? So what? Which means? Therefore?” Technique, which is useful in turning data into actionable information.

The “what” statement acknowledges the transmission of data between sender and receiver. For example, “What I hear you saying is….” The “so what” communicates the importance of the data. It may sound like, “So this is important to me because….” The “which means” statement translates data (what and so what) into useful information, which may potentially affect the individual receiving it. Finally, the “therefore” statement translates the information into potential decisions one may take in response to the information received.

The “What? So What? Which Means? Therefore?” technique increases communication between the sender and receiver by confirming the receiver received and understood the sender’s message and knows what to do with the information. When communicating through conflict, each party wants the opportunity to voice their opinion and be heard. This technique ensures that opportunity by acknowledging the communique.

For clarity, acknowledgement is different from agreement. One does not have to agree with the other party to acknowledge what they are saying. Acknowledgement is a way to extend dignity and respect to the other party. It signals one values and understands what the other is saying. With understanding, the conflicting parties can work through the issues together to achieve amicable resolution. With shared understanding, conflicting parties can attack the problems instead of each other. This leads to the next phase of the BREATHE framework, teamwork and think of others first.

 

Teamwork. Think others first.

Conflicting parties should work through issues together as a team. Their goal should be to reach amicable solutions based on mutual interests. Suggestions for setting a positive atmosphere of trust and collaboration may start with eliminating counterproductive behaviors such as stigma and biases. These behaviors tend to isolate and divide rather than unify. To mitigate these behaviors, one should embrace the differences between parties, be culturally competent, and establish an atmosphere of psychological safety to build trust and teamwork.[13]

While cultural diversity typically applies to different ethnic groups, one can apply cultural diversity in other contexts as well.[14]  For example, within professions, there are distinct institutional cultures. Within these cultures, there are dimensions distinguishing one culture from another, driven by the output each profession produces. These differences drive how each profession deals with such topics such as power, risk, autonomy, teamwork, and operational versus strategic orientation.[15]  Further, each profession has its own distinctive language, to include, subtext associated with subspecialties or special skill identifiers. They each have a preferred way of communicating, whether a common core language or terminology, direct or indirect communication methods, or adjusting tone and volume.[16]

To effectively communicate with diverse groups, one should display a measure of cultural competence. One demonstrates cultural competence by communicating and behaving in ways that demonstrates knowledge and understanding of diverse groups. By going out of one’s way to demonstrate cultural competence, one begins to set the atmosphere for psychological safety, which enhances teamwork while reducing conflict.[17]

Psychological safety is a teamwork enabler. It sets conditions for collaboration. Psychological safety is when one feels comfortable in their environment because they believe the group in which they belong will not discard or embarrass them, regardless of circumstance. In this environment, people are free to share their relevant opinions. Once there is an atmosphere of safety, collaborative learning begins to take place.[18]

As part of establishing and maintaining teamwork, teammates should think of others first.[19] To help one think of others first, consider three key factors. First, the importance of being a steward by placing the needs of stakeholders first to build and maintain trust.[20] Second, exercise an emotive approach by focusing on the individual, trying to satisfy their individual needs while accomplishing one’s goals and objectives.[21] Third, as able, meeting reasonable accommodations.[22] While reasonable accommodation is traditionally a term used to accommodate those with physical or mental limitations, one can use it to negotiate one’s way through conflict. The objective of any negotiation is to achieve mutually beneficial outcomes. Thinking of others first while navigating and negotiating one’s way through conflict can assist in achieving this goal. Effectively managing conflict through teamwork, requires a measure of humility, which is the next phase of the BREATHE framework.

Humble yourself.

Thinking through problems as a team, and thinking of others first, requires humility. It takes humility to admit, “Hey, we are struggling in this area, and we need help solving this problem.” It takes humility to remain silent and listen while fellow teammates share their opinions and ideas during open dialogue. It takes humility to keep an open mind while listening to creative solutions aimed at solving complex problems. One must remain humble enough to admit when someone else has a better idea and be willing to support the idea with proper effort.

Leaders must remain humble enough to allow their fellow teammates to speak truth to power when trying to attack and solve organizational wide issues. These leaders display humility by underwriting risks associated with recommended actions, while leveraging adequate staffing, equipment, and resources necessary to ensure the plan’s success. This leads us to the final step of the BREATHE framework, execute and evaluate.

 

Execute and evaluate.

            After working through the problem as a team, it is time to execute the plan and evaluate the results.[23]  Here we are talking about measures of performance and measures of effectiveness, with measure of effectiveness being the most important, as it deals with results and desired outcomes. Measures of effectiveness answers the question of did we achieve the desired effect? Conversely, measure of performance has to do with efficiency. It answers the question of did we do what we said we would, and can we do it better? Bottom line, we are talking about quality, the “perceived degree of excellence”.[24]

We measure quality in terms of outcomes and improvement using evidence-based methodologies. Quality and its associated outcomes start with evidence-based management, which is a method of incorporating performance measurements, best practices, as well as systems and processes to achieve desirable outcomes.[25] Outcomes are the results of something.[26] Meaning, in any endeavor, results matter. However, how we achieve those results matter as well. The right way to achieve desired outcomes is through quality planning and use of evidence-based approaches and continuous quality improvement.[27]

Conclusion.

            Conflict in relationships is unavoidable. It is not a matter of if, but when. Therefore, how you deal with conflict matters, as it will impact the results achieved. You can avoid it, or deal with it counterproductively, inevitably degrading trust and perpetuating conflict. Or you can manage it using more productive methods. The BREATHE framework offers “a way” of navigating the potential messiness associated with complicated and complex relationships.  The framework encourages awareness of one’s environment, and each other. It intentionally attempts to get its users to slow down and think through their next steps. It encourages self-awareness and shared understanding. It advocates for teamwork through humility.  Finally, it is result oriented. While the BREATHE framework does not guarantee a relationship free of friction, it can provide a life raft when sailing its turbulent waters.

 

[1] A. Ripley, “How to Work with Someone Who Creates Unnecessary Conflict,” HBR, 26 March 2023, https://hbr.org/2021/08/how-to-work-with-someone-who-creates-unnecessary-conflict
[2] A. McDonald, “A Powerful Tool to Stay Grounded in Conflict,” The Ripple Effect, 26 March 2023, https://therippleeffecteducation.ca/mindful-breathing-tool/
[3] R. Dunn, “Haimann’s Healthcare Management”, 8th ed. (Health Administration Press, 2007), 123.
[4] S. Walston, “Strategic Healthcare Management: Planning and Execution, 2nd ed,”(Health Administration Press, 2013), 181-212.
[5] S. Covey, “The Speed of Trust”, (Free Press, 2018), 13-26
[6] P. Spath, “Introduction to Healthcare Quality Management,” 3rd ed. (Health Administration Press, 2009), 143-144
[7] Webster online dictionary instinct vs. thought https://www.merriam-webster.com/
[8] “A Guide to the Project Management Body of Knowledge PMBOK,” 6th ed. (Project Management Institute, 2017), 705
[9] M. Moudatsou, A. Stavropoulou, A. Philalithis, S. Koukouli, “The Role of Empathy in Health and Social Care Professionals,” 3.1, https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7151200/
[10] A. Kovner and D. Neuhauser, “Health Services Management,” 8th ed., 2004, 7;
[11] Dunn, “Haimann’s”, 8th ed., 72; “PMBOK”, 360-393
[12] R. Abrahams and B. Groysberg, “How to Become a Better Listener,” HBR, December 21, 2021, https://hbr.org/2021/12/how-to-become-a-better-listener
[13] E. Forrestal and L. Cellucci, “Ethics and Professionalism for Healthcare Managers,” 1st ed., Health Administration Press, 2016, 191-192, 267-268; K. White and J. Griffith, “The Well-Managed Healthcare Organization,” 9th ed. (Health Administration Press, 2019), 502
[14] Dunn, “Haimann’s” 10th ed.
[15] White and Griffith, “The Well-Managed Healthcare Organization,”, 337-365
[16] C. Sampson and B. Fried, “Human Resources in Healthcare,” 5th ed. (Health Administration Press, 2021), 125-150
[17] White and Griffith, “The Well-Managed Healthcare Organization,” 348
[18] C. Sampson and B. Fried, “Human Resources in Healthcare,” 5th ed. (Health Administration Press, 2021), 513
[19] M. Miller, “The Heart of Leadership,” 1st ed., Berrett-Koehler Publishers, 2013;
[20] Forrestal and Cellucci, “Ethics,” 311
[21] Dunn, “Haimann’s”, 8th ed., 438
[22] Sampson and Fried, “Human Resources,” 5th ed., 38
[23] D. Sinha, “ADDIE Model: A Comprehensive Guide to the 5- step Instructional Design Model,” CHRMP, March 26, 2023, https://www.chrmp.com/addie-model-guide/
[24] Spath, “Quality,” 3
[25] White and Griffith, “The Well-Managed Healthcare Organization,” 9th ed., 509
[26] E. Briggs, “Healthcare Governance: A Guide for Effective Boards,” 2nd ed. (Health Administration Press, 2011); M.A. Krousel-Wood, “Practical Considerations in the Measurement of Outcomes in Healthcare,” NCBI, October 1999, https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3145439/
[27] Spath, “Quality”, 12-14, 54, 1-7
PMTimes_Jun27_2023

Evidence Based Decision Making: A Pillar of Optimal Performance

Written by George Pitagorsky on . Posted in Articles.

Decision making is at the heart of leadership, management, and performance. I write about mindful conflict and expectations management, and the decision making that underlies both. Last month the article on the use of the Evaporating Cloud technique addressed the power of collaborating to face conflict to identify goals, wants, and needs.

 

This article focuses on making decisions based on evidence and rational thinking as opposed to unfounded opinions and emotions. While feelings are important, they are often without a sound basis in reality. Acting upon them without investigating evidence and alternatives is foolish. Not considering the feelings is equally unwise.

 

“When somebody on staff asks what we should do to

address a problem, the first questions I now ask are

‘What does the research say? What is the evidence base?

What information can we gather to determine if it will

fit in different contexts?’ It’s become a way of life.”

– Jim Hmurovich, BA, MS Ed, President & CEO, Prevent Child Abuse America

 

Decisions

Here is a simple example to bring out the practical nature evidence based decision making:

In an apartment building an occupant, Ms. H, objected to the practice of leaving a building provided package cart in the elevator for the next elevator rider to return to the lobby. 

She felt that the “rude behavior of some made it impossible for others to use our very limited elevators.”

Taking a rational look at the issue, it seems that if the person who borrowed the cart took it down in the elevator there would be one less spot on the elevator for other riders.  Further investigation may uncover that Ms. H. doesn’t like to or isn’t able to get on an elevator with a cart. If that is the case, adding the cart’s borrower to the trip will do her no good.

 

Ms. H failed to consider the facts. Her emotions and biases drove her demand. She was reactive. Imagine if she was good at convincing others without providing any foundation in fact and logic, and the decision makers just threw up their hands and created a rule that “borrowers or designated alternatives must return the carts themselves.”

This is a simple example. But how often are projects hampered by reactive behavior? Instead step back to consider evidence and apply analytical thinking along with emotional and social intelligence.

 

The decision gets more serious if it was about whether to purchase a product or create one. Ms. H, now in her capacity as senior executive and project sponsor, insists that buying a product is the way to go. She was convinced that development was too risky and expensive. She had been burned when in an earlier project a decision to build vs. buy led to a project with costly overruns. She was sold by product vendors and external consultants on the idea that the products were easily customized to the unique needs of Ms. H’s organization. And that the organization would be better off changing procedures to accommodate the products.

 

An analytical review of research, the experiences of others, and a clear sense of the nature of the customization required would uncover the risks and expense of adapting to or customizing a product rather than creating one’s own to fit special needs.

The decision could go either way. The point is to combine analysis and intuition to best decisions. “Good” decisions are informed decisions that combine information (facts, feelings, interpretations and opinions, etc.) from multiple perspectives. Good decisions are more likely to successfully solve the problem at hand than decisions made based on limited information.

 

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Evidence Based Decision Making

Evidence Based Decision-Making (EBDM) leads to informed decisions. “Evidence Based Decision-Making is a process for making decisions about a program, practice, or policy that is grounded in the best available research evidence and informed by experiential evidence from the field and relevant contextual evidence.”[1] Not only does it result in optimal decisions, but EBDM also cultivates collaborative action and cuts through unnecessary conflict.

 

Evidence Based Decision Making (EBDM) is described as a 4-part process with 10 steps and 47 sub-steps. The model is shown in Figure 1:[2]

Figure 1: The EDBM

 

Don’t worry, we won’t go into the 10 steps and 47 sub-steps. Though, having a detailed model is useful for training and to promote collective understanding of required tasks, roles, and skills. See the referenced source for the full model.

But let’s be realistic, getting decision makers and stakeholders like Ms. H to buy into a super-analytical process with 47 steps is virtually impossible. Well maybe not impossible, but requiring a mindset transformation, and that takes time.

 

The successful decision maker understands the process and adapts it to the current situation. She avoids analysis paralysis and understands that collaboration among the decision makers is as important as the weighting and scoring of facts and feelings. Based on inquiry the rest of the process is customized to fit the personalities, cultural influences, need for speed, availability of evidence and the capacity of the decision makers.

 

Evidence

EBDM means making decisions using four sources[3]

  • the best available scientific evidence – research studies, experiments, journal articles, etc.
  • organizational evidence – business data, including financial reports and performance, studies, project journals and history, organizational culture, etc.
  • experiential evidence – the collective experience of the decision-makers and outside experts
  • stakeholder evidence – stakeholder expectations, feelings, beliefs, biases, wants, needs, and values.

On the surface all four types of evidence seem objective, where “Objective evidence is evidence that is not subject to bias and is quantifiable and able to be independently confirmed and verified by using analytical or other tools. Simply put, objective evidence is based on facts and is the kind of evidence that can be independently examined, evaluated, and verified.”[4]

 

But go a little deeper and you find that there can be subjectivity in each. For example, there are often many ways to interpret scientific data. The same data can be used to justify any number of opinions, which when written up in a journal article can give the impression of being objective.

Subjective evidence is based on individual interpretations and opinions. It cannot be independently verified. When subjective evidence is valued and evaluated in concert with objective evidence and the multiple subjective experiences, it is often what leads to the most effective solutions. Evidence based decision making makes subjective evidence a valued part of the process.

 

Applying EBDM

EBDM is a process to uncover convincing evidence using objective analysis. Like all approaches to decision making, it is a quest for greater certainty about the outcome of a decision. Use it to go beyond both decision-by-the-numbers and decision-by-feelings. Objectivity and subjectivity are facts of life in any complex decision making, do not ignore either. To be objective a decision maker must acknowledge the presence of subjectivity and incorporate it into the decision making.

If you are fortunate enough to be making decisions optimally, resolving conflicts, setting expectations, experiencing great outcomes, just keep doing what you are doing. If there is room for improvement, bring EBDM into your work, whether it is you alone or the team. Raise it as a topic as you work to continuously improve performance guided by informed decisions.

 

[1] https://vetoviolence.cdc.gov/apps/evidence/docs/ebdm_82412.pdf
[2] https://archpublichealth.biomedcentral.com/articles/10.1186/s13690-022-00843-0
[3]https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6308777/#:~:text=The%20four%20sources%20of%20evidence,expectations%20(1%E2%80%933)
[4] https://www.ocdisabilityattorneys.com/disability-benefits-for-objective-versus-subjective-evidence#:~:text=%E2%80%9CSubjective%E2%80%9D%20evidence%2C%20on%20the,accepted%20on%20faith%2C%20or%20rejected
PMTimes_Jun21_2023

Shake up Your Stand-up

Written by Carmen Kesho on . Posted in Articles.

Standups are a cornerstone of Agile project management. As a Project Manager, conducting stand-ups provides a daily communication touch point with your team that allows you to build rapport while gaining a deeper understanding of each individual team member. However, after you have worked with your team for a while and established a good sprint cadence and team dynamic, the standup may lose its flare and, in some cases, its necessity.

 

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If your stand-ups are getting stale, try a few of these tricks to freshen your stand-ups:

  1. Have a Standup or Two Via Slack. Post-Covid, we are inundated with virtual meetings. While the daily stand-up is meant to align all team members and get the day started with a common goal in mind, that 15 minutes may slow your team down if they are in the zone and want to complete a task. Try having the team write their updates at the start of their day and share them in a slack group chat. Chime in to help remove blockers as needed. Pro tip: Send out a template with the questions and ask for the responses by a certain time daily.
  2. Reduce Frequency. If team members are working on higher pointed tasks with multiple components, there may not be a daily update. Depending on the end of your sprint, try incorporating a no standup Friday.
  3. Celebrate Wins. While the “What did I do yesterday? What will I do today? What blockers are impacting me?” format is riveting, it may get a bit monotonous. Incorporate some time to celebrate wins during the standup. Pro tip: Name someone King/Queen of developers for a day when they complete a complex feature.
  4. Incorporate Team Feedback. A team member may want to pass along some nuggets of wisdom they acquired from working on a feature, another team member might want to share a helpful article or tutorial. Again, to keep to the true nature of the standup, it needs to be concise and contribute to the completion of tasks and the betterment of the team’s performance. Sharing knowledge helps attain both of those goals.
  5. Stand-up and Move. If you are working on-site and can meet with your team in person, have a walking stand-up. Walk with the team to get coffee or around the courtyard at your office space. If walking won’t work, get a stress ball, and pass it around as the team is talking through updates. Movement will help get everyone’s energy flowing and help the momentum for the day.
  6. Finish with a Bang. You could equate the standup for a project team to a huddle before a basketball or football game. It sets the tone for what you are about to accomplish for the day. End the standup with a team chant, special handshake, or a theme song. “Eye of the Tiger” comes to mind. Try whatever gets the people going and sets the day on a positive and motivational tone.

Every person is different, and teams are made of people, so tailor these tips to your team. If you don’t see something that will work for your team, consider this a challenge to motivate you to develop more ideas of how you can shake up your stand-up.

PMTimes_Jun13_2023

Managing Uncertainty with Risk Management and Communication

Written by George Pitagorsky on . Posted in Articles.

“Sticking with … uncertainty, getting the knack of relaxing in the midst of chaos,
learning not to panic—this is the spiritual path.”  ~ Pema Chodron

 

Spiritual or not, this is the path of the project manager. Accepting uncertainty is a mindset that we want to promote for all stakeholders. It is about accepting and managing change and the uncertainty it brings.

 

This article is a follow up to my February 2023 article Goals Are NOT Expectations[1]

 

I’ve experienced more than one organization that refrains from publishing long term plans, cost and revenue expectations, and budgets out of fear that they will be penalized when predictions are not realized. In other settings, project managers are held accountable for missing deadlines and budgets that seemed realistic when they were created and used to justify project approval. Even when changes out of the control of the project manager were the cause of the project’s schedule slippage, budget overrun, or failure to meet benefits expectations.

 

Paradox

There is a paradox. Everyone likes certainty, and that like, left unchecked, leads to problems.

It is fine to like certainty but expecting it causes dissatisfied stakeholders and project failure. While we try to approach certainty, we recognize that, with few exceptions, it is unattainable.

 

The Best Made Plans

“The best-laid plans of mice and men often go awry.” – Robert Burns

Burns got it right. Schedule and budget as best we can, and the next day there can be change, a sickness, storm, strike, or any random event that disrupts the schedule and causes cost overruns. Even if you are clever enough to build in buffers, they can be blown through.

We know we can be certain of some things that, for example, we can be certain that there will be change, we can’t control everything that affects our projects and that things will not always be how we’d like them to be. However, we can never be certain of staff and resource availability, requirements, deliverables, cash flow, the completion of tasks, inspections, tests, and more.

 

Since the certainty of a plan is a pipedream, we are left with two choices, don’t plan or manage uncertainty. Given Benjamin Franklin’s statement, “If You Fail to Plan, You Are Planning to Fail” the first option is not recommended. That leaves us with the need to manage uncertainty.

Doing it means accepting and letting go to manage expectations using risk and communication.

 

Accepting Reality

The first step is to accept that uncertainty is an unavoidable reality in projects. This acceptance is a mindset change from thinking that everything must come out the way we want it to everything will occur as it does, and we can work with it. Acceptance is the key to the “knack of relaxing in the midst of chaos.”

Acceptance does not mean passivity. With acceptance and confidence in your ability to handle anything that happens, acceptance puts you on a solid platform for success. You relax in the midst of chaos. Until you and your stakeholders accept uncertainty you cannot optimize your performance. Acceptance is what enables you to let go and let your own and your team’s skill and experience take care of business.

 

Then manage expectations using risk management, and communication, to get the reality of uncertainty across to all stakeholders and have them accept and let go.

Lets look at expectations to see their role in managing uncertainty and the way risk management and communication are keys to managing them.

 

Managing Expectations

Expectations are beliefs about the way something will come about in the future. When stakeholders have rational expectations, accepting uncertainty, they are more likely to keep calm and carry on, even when faced with chaos. With calm acceptance, the probability of success is high.

It is both the organization’s and project manager’s responsibility to make sure expectations are rational and reasonable. Risk management and communication are the tools for managing expectations.

The bottom-line expectation is to work for the best outcome possible while being ready for anything. It is expected that you as a project manager will plan and work to satisfy stakeholders. When expectations are well managed, stakeholders are more likely to be satisfied. Satisfied stakeholders mean project success.

 

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Communication

Communication is the means to achieve rational and realistic expectations.

Communication uses the results of risk management to inform and lead. Communication includes plan presentation and revisions, and continuous candid dialogue in the form of regular progress reporting and informal conversations.

For example, when presenting a plan stress the planned outcome in terms of a range of possibilities with different likelihoods of occurrence. Include statements like “While we are confident that we will meet our sche3dule and budget expectations, we acknowledge that there may be variance. Our risk assessment and plan goes into the details regarding that possible variance. We will regularly assess risks and performance to manage expectations.”

 

Mindset Training

Mindset training is a form of communication. Its purpose is to enable setting the stage for effective performance. Without mindset training that confronts biases and beliefs about the need for and ability to achieve certainty the project manager’s ability to manage expectations is limited.

 

Training time is limited. That is why mindset training is best done by embedding it in skills training as well as in regular meetings and presentations. For example, when giving a presentation to senior stakeholders take a few minutes to highlight that plans are predictions, and that they do not guarantee the predicted outcome. That is a great introduction to the part of the presentation that addresses risk. Posters and informal dialogues can help. In project management training include a segment on expectations management and the need to accept and manage uncertainty.

 

Risk Management

Risk management is the key part of planning that acknowledges and accepts uncertainty and manages expectations. Risk management seeks to identify and avoid the things that get in the way of success, and to promote the things that enable it

We assess risks and plan to remediate them with effective responses. We acknowledge that there are both known and unknown risks. We monitor and adjust throughout the project.

The degree to which risk management is a formal and regularly performed part of planning is a measure of whether uncertainty is accepted in an organization. Producing a plan that has a single, unqualified completion date, expense cap and benefits expectation is a sign that more mindset training and communication is needed.

 

Action

What do you and your organization need to do to create the mindset that uncertainty is unavoidable?

 

[1] https://www.projecttimes.com/articles/goals-are-not-expectations-change-mindsets-to-avoid-the-suffering-of-disappointed-stakeholders/
PMTimes_Jun06_2023

Shu-Ha-Ri and Servant Leadership

Written by Lawrence Dong on . Posted in Articles.

In today’s rapidly evolving IT landscape, leadership styles play a pivotal role in shaping the culture and success of companies. With unique challenges and demands, it is crucial for leaders to adopt effective approaches that resonate with the modern workforce. Among many leadership styles, there are two prominent styles within IT companies – servant leadership and dictator leadership. Each leadership style has different implications for IT project delivery and for the delivery leads and/or project managers.

 

What is Dictator Leadership

Dictator (or dictatorship) leadership, despite its negative connotations, can be effective in specific situations (e.g., where discipline and obedience are absolutely necessary). This style involves a more autocratic approach, with leaders making independent decisions and providing clear directives to the team. IT delivery leads may adopt dictatorship leadership during high-pressure scenarios or when immediate action is required. However, it is crucial to balance this style with open communication channels and involving the team in decision-making whenever possible.

 

What is Servant Leadership

Servant leadership is a people-centered approach that prioritises empowering and serving the needs of the team. IT delivery leads following this style foster collaboration, open communication, and trust-building within the organisation. Creating an inclusive work environment, providing resources and support for team members to excel and offering coaching opportunities are key elements of servant leadership.

 

What is Shu-Ha-Ri

Shu-Ha-Ri is a concept that originates from the Japanese martial art Aikido. Aikido master Endo Seishiro explains the concept via the following statement:

“It is known that, when we learn or train in something, we pass through the stages of shu, ha, and ri. These stages are explained as follows. In shu, we repeat the forms and discipline ourselves so that our bodies absorb the forms that our forebears created. We remain faithful to these forms with no deviation. Next, in the stage of ha, once we have disciplined ourselves to acquire the forms and movements, we make innovations. In this process the forms may be broken and discarded. Finally, in ri, we completely depart from the forms, open the door to creative technique, and arrive in a place where we act in accordance with what our heart/mind desires, unhindered while not overstepping laws.”

Shu-Ha-Ri is increasingly popular with companies where Agile methodology influences their project delivery ways of working.

 

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How Shu-Hai-Ri Complements Servant Leadership

In the “Shu-Ha-Ri” framework, the servant leader guides the team closely at the beginning (Shu), transitions to a more hands-off approach (Ha), and ultimately reaches the stage where team members can make decisions independently while aligning with the organisational vision (Ri).

Example of Servant Leadership with Shu-Ha-Ri: Estimation

 

Shu: A delivery lead provides a pre-defined method of user story estimation, and the newly launched Agile development team follow the method in their first month.

Ha: In the second month, the Agile development team members reach out to the deliver lead to learn other estimation methods. They then decide to use a different estimation method under the guidance of the delivery lead.

Ri: Six months later, Agile development team members review all estimation methods and choose another fit-for-purpose estimation method all by themselves, without involvement of the delivery lead.

 

Playbook of Shu-Ha-Ri

 

Conclusion

Effective leadership in modern IT companies requires an understanding of different leadership styles and the ability to adapt to specific situations. IT delivery leads must navigate the complex challenges of the industry, drive success and inspire their teams to achieve their fullest potential. By adopting a fit-for-purpose leadership style based on the context, IT delivery leads can create a positive and productive work environment that fosters innovation, engagement and continuous growth. The concept of “Shu-Ha-Ri” provides a “test case” for leadership development and allows leaders to evolve alongside their teams.

 

 

Reference:
  1. Wikipedia, “Shu-Ha-Ri”, https://en.wikipedia.org/wiki/Shuhari
  2. Brian Tait, “Traditional Leadership Vs. Servant Leadership”, https://www.forbes.com/sites/forbescoachescouncil/2020/03/11/traditional-leadership-vs-servant-leadership/