PMOs perfectly positioned to help make project products persistent

How PMOs can smooth the path of projects, to help make changes more “sticky”

Photograph of the London Eye, superimposed with the text "PMOs perfectly positioned to make project products more persistent"

A while back I attended a PMO FlashMob discussion facilitated by Ranjit Sidhu of ChangeQuest and hosted as usual by Lindsay Scott of Arras People.

This session was on how PMOs can help projects to deliver organisational change more effectively. There were several interesting take-away messages, of which I found the most interesting to be:

  • If you want a change to “stick” (without people reverting to the old way of doing things), it is just as important to get the people ready for the change (Change Management) as it is to get the change ready for the people (producing project deliverables).
  • The most successful Change projects allow stakeholders time to “grieve” for the old ways, and time to become familiar with the new ways. These projects put in consistent effort to maintain momentum on the journey from the “as is” to the “to be”, until the post-change ways become “the new normal”
  • Small pilots (preferably including some vocal objectors) can generate early successes that can be used as good news stories to spread the word and help to form positive opinions.
  • Change projects may well be asking BAU workers to carry extra work above and beyond their “day jobs” (with all its targets and objectives). During major changes, a significant proportion of people experience sufficient stress so as to pose a risk to their mental health. What can projects do to help organisations come through the Change experience still healthy?
  • Just telling people about the Change and what will happen will only get you so far. Listening to stakeholders and demonstrating what you have done with their feedback will get you much farther.

PMOs (especially PfMOs) have a unique position on the interface between the projects being carried out to effect organisational change, and the people out in the wider organisation who experience the change happening to them. So PMOs can help changes to stick by:

  • Including change management themes in project reporting (at least as a RAG category, or preferably as a measured deliverable).
  • Devising and delivering approaches to express change management as a quantified KPI.
  • Becoming the “eyes and ears” of projects; picking up informal stakeholder views on projects.
  • Project and Programme PMOs can also make change easier internally by providing good quality inductions for new project team members.

So those were the key points for me (Lindsay’s are here) from what was a very informative and useful session on how PMOs can help to make change “sticky”.

© Copyright Pragmatic PMO Ltd, first published in 2015

Strategies for social CPD – Creating a PM community

How learning groups spontaneously form and disperse…

Some people sitting at a meeting table watching another person write on a white board. They may well be having a learning session

A while back I attended an APM focus group facilitated by Dr Michael Moynagh of CPD Futures Ltd on developing strategies to improve the way that project professionals approach continuing professional development (CPD). One of the topics that came up was that established approaches to CPD (including the approach promoted by the APM) are somewhat rigid and introspective, and lack a social dimension. The suggestion arose that some sort of group learning approach might be helpful, e.g. creating a PPM Community of Practice.

I have seen this happen with some success (albeit rather briefly!) in the following situation:

  • The organisation had stated its aim of raising the standard of the organisation’s approach to Project Management (and hence the professionalism of the individual PMs)
  • An entire department of PMs had been through some comprehensive PM training (delivered very professionally and capably by Michael Nir of Sapir Consulting)
  • Following the training, all the PMs were given the opportunity to go on and attempt to gain the PMI‘s PMP certification, which a good proportion of them (including me) took up.
  • For those going on to take the certification, there was a fairly hefty exam in prospect, preparation for which involved a fair bit of study and exam practice (I guess this is the CPD / Learning Community equivalent of a “burning platform”).

As a result, a group of us set up “Lunch ‘n’ Learn” sessions every week or so for several months, in which contributors would take it in turns to give a short (20 mins or so) refresher presentation on a topic (say earned value) and then ask some example PMP questions – all over lunch in a spare meeting room.

This worked quite well, but tailed off as the people sat the exams and either passed (in which case they had little interest in attending further) or failed (in which case they generally didn’t attempt a re-sit). It was good while it lasted though, and produced a few learning points for me:

  1. Communities of practice form spontaneously where there are shared interests and objectives.
  2. Participation is maximised when there is an opportunity for (or even an expectation of) contributions from all.
  3. For a community of practice to thrive, contributors must have a genuine interest in the development of both themselves and of others. Don’t be surprised if a significant proportion of potential participants don’t have such an interest. You can lead a horse to water…

Have you seen PM communities of practice? How were they formed (were they organised or spontaneous)? How long did they last? Were they successful? What approaches do you recommend? Let me know in the comments.

Image by WOCinTech Chat, flic.kr/photos/wocintechchat/25392513823
Licence at http://creativecommons.org/licenses/by/2.0

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Stakeholder-led Project Management – Changing the way we manage projects (Book Review)

by Louise M Worsley, Business Expert Press (New York) 2017
ISBN 978-1-63157-467-2
191 pages, RRP £28.45 (review copy supplied free of charge by the publishers)
Pragmatic PMO Rating: ****

Overview

  • The aim of this book is to provide a stakeholder-centred analysis of projects, and to explain which stakeholder identification, analysis, communication and engagement models are most relevant to different types of projects.
  • Using case studies from around the world, it illustrates what goes wrong when stakeholders are not engaged successfully, and what lessons we can learn from these examples.
  • The book is aimed at project professionals who find themselves involved in managing projects with stakeholders (so that’s just about all of them then!).

What’s inside

  • This book is based on evidence from over 200 project stories gathered over five years, and the common theme of stakeholder engagement as the key differentiator between success and failure.
  • Having first rejected the term “stakeholder management” in favour of less sinister-sounding “stakeholder engagement”, the book starts with a review of the current state of stakeholder engagement both in projects (opportunities for improvement) and other disciplines (opportunities for cross-pollination).
  • It goes on to present a range of models and techniques for stakeholder identification, action and review, including the use of emerging communications technology.
  • It continues with an analysis of the difference between communication and engagement, before finishing off with a review of the main learning points, and what to focus on to create meaningful engagement in projects and programs.
  • In classic text book form (was this book written for PM students?) it finishes each chapter with a chapter summary and a series of questions designed to stimulate reflection.

Some of my favourite take-aways

  • The composition of stakeholder groupings changes over time (sponsors and product users during implementation and after Go Live, widening to include sometimes entire countries in the case of infrastructure projects), so need to plan with the end in mind and engage stakeholders who aren’t yet aware of or interested in the project.
  • If you think you are doing stakeholder engagement and its not making a difference to how you run your project, then you aren’t!
  • Effective stakeholder engagement becomes more important the more greater the technical difficulty of the project, and much more important the greater the human difficulty

    “Projects can no longer choose if they want to engage with stakeholders or not; the only decision they need to take is when and how to successfully engage”

  • Role-based stakeholders are defined by a role they have in the project (Client, Decision maker, Expert). Identify them using organisational breakdown structure analysis, project governance checklists, and asking “who else should I be talking to?”
  • Agenda-based stakeholders represent a viewpoint, usually external to the project, which may not be apparent until a crisis emerges. Although they may be silent initially, these stakeholders often have the greatest impact. Identify these using Focus groups, 1:1 interviews, Strategic tools (e.g. SWOT, PESTLE analysis), successive nomination (snowball sampling)
  • Stakeholder-neutral projects have clear, generally agreed outcomes. Engagement peaks at the project start, and again just before transition
  • Stakeholder-sensitive projects have clear outcomes that affect people and practices. These people need to be considered when designing the outcomes, and engaged throughout the project.
  • Stakeholder-led projects are highly influenced by stakeholder groups and individuals, so engagement is critical.
  • Parallel projects are not directly aimed at programme objectives, but are sometimes set up to safeguard critical success factors for another project
  • Good stakeholder engagement:
    • Gives people a say in decisions that affect them
    • Promises that participation will influence decisions – and demonstrates how
    • Seeks out those potentially affected by, or interested in, a decision
    • Seeks input from stakeholders on how they may wish to participate
    • Provides information, time, and space to allow stakeholders to participate in a meaningful way
    • Is polite

The Verdict

  • This book is written in an easily readable style, is not too long (I read it in 3-4 hrs, and I was making notes for this review) and has some useful pointers on how to improve stakeholder engagement, drawn from both theory and experience.
  • With the amount of information and ideas in this book, most PM professionals should easily be able to find enough implementable suggestions to justify the cover price; so this book is recommended.

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What makes a “Good” lesson learned?

How to write a good lesson learned

Following on from a couple of talks I have given recently on why organisations don’t learn as much as they could from running projects, I was asked how to write a “good” Lesson Learned.

This was captured well in one of the responses to my survey

“Many ‘lessons learned’ are merely observations, with no suggestion on how to do things differently. Two or three actionable recommendations are more useful than 20 observations without any suggestions.”

To write a “good” Lesson Learned:

  • The PM should craft a story describing what happened. This could be written, delivered as a presentation, in a face to face conversation, or recorded as a video. The thing to remember is don’t polish it too much and murder the message by suffocating it in layers of “corporatese”; make it Personal, Powerful and Passionate to keep it engaging. Your story should be in STARR format, covering:
    1. Situation: This is what we were faced with (constraints, risk, issue, etc.)
    2. Target: This is the outcome we wanted to achieve
    3. Action: This is what we did
    4. Result: These were the consequences of our actions (nothing new so far I know, but here it comes…)
    5. Recommendation: (the “moral” of the story) So in order to achieve better outcomes in the future, this is how we recommend that people (including us) should behave differently, or how we should change process (rules, systems, etc.) to improve future outcomes (i.e. things to do / not do; IF this situation applies THEN do this, etc.). This is the “so what?” that changes the Lesson from being interesting story to an actionable piece of advice based on real life experience.
    6. …and lastly the PM should include details of how they can be contacted to have a conversation in case they’ve left the organisation by the time the lesson is being watched / read.
  • At the “next level up”, the PMO should consider whether there is more learning that could be extracted  from the lesson, and whether the learning could be transferred to similar projects / scenarios. If so, they could write a more generalised version of the lesson.

What about storage?

I was then asked this follow-up question:

Is this the same lesson you'd store centrally?

I would say that both the original and the “next level up” versions of the Lesson could and should be stored centrally, but the word “store” brings up images of a musty room containing miles of shelves of dusty folders that never get touched again, a bit like this…

Does your Lessons Learned repository function like this?
Does your Lessons Learned repository function like this?

The key here is that the central repository shouldn’t be an information graveyard, where Lessons go to Die.

Instead the repository should be made searchable and social (e.g. using SharePoint?) so that PMs can easily find the Lessons they need; and the PMO should be on hand to help them find relevant information if they need it (for more on this look at this excellent article by Louise Worsley).

And filing shouldn’t be the only thing that happens to Lessons, as that by itself doesn’t ensure they are acted on.

More than just filing

Lesson(s) could and should be used as material for Lunch & Learn or “scar sharing” sessions, or Vlogs, or used in the “Call 3” approach devised by John McIntyre (take a look at this article for more explanation and an example Lessons Learned Vlog).

All of this helps an organisation and the people within it to learn from their collective  experience of running projects and to (hopefully!) deliver better project outcomes in the future.

So that’s what I think. Do you agree? Do you have something to add?

Let me know in the comments!

Image “Wimborne Minster: later books in the chained library” © Copyright Chris Downer and licensed for reuse under this Creative Commons Licence

Images of Projects (Book Review)

This book recommends that project practitioners should consciously view projects through multiple “lenses” or “filters” to gain different perspectives. This approach directs attention to project aspects that might not otherwise be considered, which will affect the action taken, and hence the results obtained.

Considerable repetition of the principles and case study content (mainly to make it easier to use for reference), and overlap between the images caused me to have several déjà vu moments in reading it straight through, but the approach should be useful to PMs (on projects and programmes) and PMOs (to challenge PMs on their view of projects, and to think about portfolios) at all career stages. Continue reading “Images of Projects (Book Review)”

Managing Business Transformation – a Practical Guide (Book Review)

by Melanie Franklin, IT Governance Publishing, Ely, 152 pages,  £24.95 RRP (review copy provided free of charge by the author)
Pragmatic PMO Rating: ****

This book is intended as a practical guide to understanding and managing change that will benefit your business. It covers the differences between change management and project management, and how to integrate the two.

It starts by loosely defining change management (making a large change to a business that involves a large proportion of the organisation), and breaking it into four stages (understanding; preparing; implementing and embedding). Each chapter of the book deals with one stage before finishing with a look at the alignment of change management with the project management that underpins it.

Chapter 1 (Understanding) suggests reviewing the business case to understand the drivers for change, and comparing the “from” state with the “to” state to understand its scale. It recommends cultivating support using a vision statement as early as possible to increase participation and reduce resistance.

Chapter 2 (Preparing) proposes producing a road map to the desired final state, listing what will stop, what will continue and what will start as a result of the change. This “paves the way” for the change and smooths the transition. Plans should be built constructed in both top-down and bottom-up directions, and will not need many updates. Plans should be communicated to stakeholders often enough to ensure the message gets across, and tailored to their needs.

Chapter 3 (Implementing) describes building the change team and ensuring various team roles are represented. It discusses potential emotional reactions to the change, and offers ways to address these to help those affected to move through the change smoothly. It maintains that change managers need more “friends” than average, and offers ways to cultivate this.

Chapter 4 (Embedding) describes how the change progresses from “new” to “normal”. It recommends measuring adoption, and dismantling the old ways. This can be encouraged using financial incentives, celebration, coaching for stragglers, and a managed exit for those who cannot or will not adapt.

Chapter 5 (Alignment with project management) highlights that whilst project teams generally deliver change enablers (e.g. a new IT system), it is others that take these enablers and embed them into organisational culture. Thus the change life cycle is related to and analogous to the project life cycle, but distinct from it.

Conclusion

This book draws useful parallels between change management and project management whilst highlighting differences. The use of voices from people who have “been there” makes the advice real, and the liberal use of diagrams helps to explain the various concepts. At 152 pages this book takes <2 hours to read; with a RRP of £24.95 it is likely to pay for itself many times over with application of just a few principles. Recommended for project managers who want a better understanding of how their projects fit into the bigger picture.

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Project Psychology (Book Review)

by Sharon De Mascia, Gower Publishing Ltd, Farnham, Surrey, ISBN 978-0566089428, 181 pages, £60 RRP (review copy provided free of charge)
Pragmatic PMO Rating: ****

This book addresses a gap in the Project Management literature – how people and their behaviours contribute to project failure, and shows the reader how psychology can improve the chances of project success.

Chapter 1 begins by looking at the skills and attributes needed by the project manager and the project team members. It covers how these might differ from those needed by Business As Usual (BAU) teams and managers, and how to factor them into recruitment or team member selection using psychometric tests.

Chapter 2 covers project leadership, exploring how successful leaders use emotional intelligence to build relationships and trust with colleagues, furthering their engagement and motivation.

Chapter 3 explores the nature of teams, from the roles that people adopt within them to the relationships that form and that can help or hinder project success.  It covers the characteristics of high-performing teams, and how to foster a vibrant team culture.

Chapter 4 describes how team leaders can develop and motivate team members through coaching, and the skills needed in order for this to be successful.

Chapter 5 looks at the importance of stakeholders and how to engage them effectively. It covers how to negotiate with them and even coach them whilst maintaining good relationships.

Chapter 6 examines the methods of communication now available to project teams, and how emotions and non-verbal communication affect the transmission and perception of messages. It gives practical suggestions to improve communications with team members and other stakeholders.

Chapter 7 examines the psychology of risk, covering human behaviours to be considered alongside formal risk management. This includes the effect of single personalities within a team, and effects arising from the team itself.

Chapter 8 covers conflict, offering techniques for using it positively; for example using a coaching approach to understand the reasons for conflict and to facilitate a win-win outcome.

Chapter 9 looks at change management, and this can be used in project management to ensure that change is sustainable through winning “hearts and minds”.

Chapter 10 examines ensuring the project board provides sufficient levels of appropriate challenge to ensure that the project steers clear of “groupthink”.

Chapter 11 looks into why organisations find it so difficult to learn from mistakes, and how to improve this using public wikis or learning logs, and reducing defensive behaviours.

Chapter 12 covers project closure, describing measures that may help with this emotional time, especially if the project was not a success.

The book closes by summarising what has gone before, identifying the underlying principles and suggesting some behaviours that project manager can use to improve their own results.

I would not have thought of buying this book, but am glad I have read it. It gave me several “Aha!” moments (of understanding) which I am sure others would have too. It offers a good balance between psychology theory, and practical techniques to improve project results. Recommended for all project managers seeking to improve their people skills.

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Gower Handbook of People in Project Management (Book Review)

by Dennis Lock and Lindsay Scott, Gower Publishing Ltd, Farnham, Surrey, ISBN 978-1409437857, 908 pages, £100 RRP (electronic review copy provided free of charge)
Pragmatic PMO Rating:  ***

Let me start by saying that this is BIG book. As it would take me a very long time to read the whole thing (and I doubt that the book is meant to be used that way) I will base my review on a selection of chapters that appeal to me rather than the whole thing.

Starting with Chapter 17 – The Project Office Environment, this is not as I was expecting about the business context of the Project Office, but all about the physical aspects of the office (lighting, desk layout, even carpet!) and how they can affect a project team’s performance. Most of this would apply to any office environment of course, but the chapter makes mention of special factors (such as the visibility of the project manager or director) that have special significance for projects. Some useful points are raised – for example the provision of a dedicated, lockable meeting room that can be used as a “War Room” for a particular large project or programme.

Chapter 6 – Project Management in the Private Sector outlines that projects in the private sector could be run according to a variety of methodologies (as opposed to PRINCE2® which is commonly used in the public sector), and in many cases also using the bare minimum of documentation required to get the project done quickly but in a robust manner – these documents are often made pre-requisites to obtain project funding. Private sector PMOs are also more streamlined than their public sector equivalents, and are often tightly focussed on budgets and delivery. Private sector PMOs will prioritise new projects based  on financial return, and the seniority of the sponsor (although these people will see project sponsorship as a relatively low priority). Project managers are likely to get caught up in organisational politics, and may find themselves the scapegoats for projects that have “gone wrong”.

Chapter 16 – People in Supporting Roles covers those roles that do not involve directly managing projects, and that may not be dedicated to a single project or programme – typically these roles find their home on the PMO. Amongst other things, the PMO is interested in: ensuring a consistent approach to the management of projects; development and provision of PM templates; development and maintenance of corporate PM methodology; training of PMs; demand / capacity management; estimation; planning; project control and administration. In a large PMO these functions may each be performed by one or more dedicated people, or in a smaller PMO each person may cover a wide range of roles. This chapter also covers some of the functions in the wider organisation that will support project activity.

This book has 63 chapters that average at about 13 pages per chapter. Each chapter has an introduction, some discussion and a conclusion, and is written by a current practitioner. I think that rather than being read from cover to cover, this book should be treated more like an encyclopaedia – it could be the first place you would go to in order to research a topic, to be followed up in more detail if need be. In this application, the book does a good job across a wide range of subjects. The £100 RRP is high enough to cause a sharp intake of breath, certainly, but it should be borne in mind that for this price you are getting at least 3 times the content of a more standard-sized book. This would be a good book to have on the shelves of a university, an organisational PMO, or a PM practitioner looking to develop their knowledge of the people aspects of PM.

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Spontaneous teamwork – the best kind?

Spontaneous teamwork - the best kind

I recently saw a great example of spontaneous teamwork. I was making my way up one of those very long escalators you find in London tube stations. Some way above me and ahead of me, a woman took off her hat and put her hand on the moving hand rail, but without realising it let go of her hat. The hat slid quickly down the steeply sloping polished surface next to the hand rail. It slid past several people but a man about ten rows behind the woman caught the hat. The hat was then passed forwards by various people and within little more than ten seconds was returned to the delighted and grateful woman, who until then had not even realised it was lost.

I noted several observations from this little scene:

  • This team formed completely spontaneously – no-one was assigned roles or organised from above (but then this was a very simple little task)
  • Nobody told the team what to do – they saw there was something that needed to be done, and they did it
  • No-one in the team had anything to gain from their actions, except the satisfaction of doing something good, and of seeing the woman’s smile when her hat was returned (although granted they were there anyway and it was very little trouble to them to help her). She was positively beaming – I think it was an expensive hat!
  • The recipient was delighted with the result because she got something she wasn’t expecting.

So how can we apply these observations to teamwork in project management? Here are my thoughts:

  • If you are lucky enough to have an experienced and mature team, let them organise themselves as far as possible – show them what needs to be done and then hold back, only stepping in if it looks like it’s not going to work.
  • Explain to the team what the end goal is and that you need their help. They will feel more motivated to contribute if:
    • they can see what the goal is and agree it is worthwhile
    • they can see how their actions contribute to reaching the goal
    • they will receive recognition for achieving the goal
  • If you want to delight your sponsor, you can deliver a little something extra that they didn’t know about (but that is easy and cheap for you to provide, that the sponsor finds desirable and that they didn’t have to pay any extra for!). B.Be careful here though, as they may expect similar extras in future that are difficult and expensive for you to provide, and providing too much as free extras could lead to your sponsor undervaluing the delivery they did pay for.

What do you think? What PM lessons occur to you from this little scene?

Dealing with Difficult Stakeholders – A Practical Guide (Book Review)

by Jake Holloway, David Bryde, Roger Joby, published by Gower Publishing Ltd (Farnham, Surrey) as part of the “Advances in Project Management” series, ISBN 978-1-4094-0737-9, 122 pages, £26.50 RRP (review copy provided free of charge by the publishers)
Pragmatic PMO Rating: ****

This book aims to improve Project Managers’ understanding of their projects’ stakeholders, and in doing so to improve the quality of engagement and hence project outcomes.

It starts by stating the obvious (but easily forgotten) truth that project stakeholders are all human beings (hmmm, not sure if I can say that applies to all the stakeholders I’ve dealt with…) with all the emotions, personal agendas, hopes and fears that entails. It crucially points out that they may not care about or really support the project (even if they say they do), and that behind the scenes they may even be working really hard to ensure it fails.

The book analyses the various motivations for this type of behaviour (which differ according to the stakeholder’s relationship to the project, and their position in the organisation). It deals with each type of stakeholder in turn (Sponsor, Team, internal/external Clients, internal/external Suppliers), using psychological and business research to explain various ways in which that type of stakeholder may behave. It then suggests practical ways in which these stakeholders can be engaged to improve their interaction with the project and increase the likelihood of a positive outcome. It adds colour (and spice!) by illustrating these approaches with real examples drawn from the authors’ experience.

Here a few key “take-aways” that resonated with me and my experience:

  • Accurate reporting may be suppressed or prevented if they differ from the perceptions of a powerful stakeholder (I have seen this in the form of Green Side Up reporting)
  • Changing stakeholder attitudes may not be possible; focus instead on changing their behaviour
  • The most successful approaches for dealing with project saboteurs are generally those in which the saboteur appears to win (or at least not to lose)
  • Project Team members are also stakeholders, with their own motivations, agendas, and objectives. Make sure they are motivated to deliver the project! (the book contains approaches to deal with everything from one or two uncooperative team members to all-out mutiny)
  • When delivering a project for an external Client, make sure they understand you are only delivering the product; it is up to them to use that product to realise the benefits.
  • Enlist the project’s End Users, give them a voice, and use it to influence the Sponsor and Project Board.
  • Pay attention to project Gatekeepers (PMO, Finance). Engage with them, provide what they ask for and follow their procedures as far as possible, and they will be more sympathetic if (when?) you need to do something that breaks The Rules or doesn’t fit inside them.

At 90 pages of actual text, this is not a long read, and is easy to follow and understand. It gave me several “Aha!” moments (NOW I understand why that person behaved that way on that project, and how we could have handled it better…)

I would say that this book is probably most likely to be useful to someone who has a few projects under their belt, and wants to understand and relate to their stakeholders better.

Price per page may seem a little high, but at £5 or less per actionable insight I would say it represents good value for money.