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Managing Revolving Project
            Resources
    Creating culture to quell the confusion of change
                         Your presenter is:
                 Alison Sigmon, M.Ed., LPC, PMP
1
What’s on tap for our time together today…
     Project managers are constantly juggling schedules, cost, and resources. Because of
     the rapid, evolving nature of projects today, people will come and go on projects. This
     webinar will consider how to respond to resource shifts and mitigate the impact of
     changing roles and people through establishing culture in your project.


      Cost of failure of projects

      Revolving door…reality of today’s project stakeholder

      Creating culture in your project

           Leadership & charisma: What you do matters

           Process & templates: The tools you use helps

           Communicatingearly & often: How you go about it

      Wrap it up!



 2
Cost of failure of projects
     Tons of time, training, and money have been invested in ensuring
     project management processes are in place and people know how to
     use them. And yet projects still fail.

                                    • A study reviewed 10,640 projects from
                                    200 companies in 30 countriesfound
                                    only2.5% of the companies
                                    successfully completed 100% of their
                                    projects.

                                    • A separate study analyzed 1,471 IT
                                    projects and found the average overrun
                                    was 27%, but 1:6 projects had a
                                    costoverrun of 200% and a schedule
                                    overrun of 70%.
                                    Source: http://gmj.gallup.com/content/152429/cost-bad-project-management.aspx




 3
There are a variety of reasons this happens on the functional
side and behavioral side of project management.

Today we’ll focus on the behavioral side because if we
address that then most of the time the functional side will fall
into place.

 4
Reality of today’s project stakeholder




                                         Ebb & Flow of
                                          Stakeholders
 5
Having a stake in it

                       A Guide to the Project Management Body of
                       Knowledge (PMBOK® Guide) breaks down a
                       stakeholder as a person or organization that:

                       • Is actively involved in the project
                       • Has interests that may be positively or
                       negatively affected by the performance
                       or completion of the project
                       • May exert influence over the
                       project,the deliverables, ortheteam
                       members

                       Basically, a stakeholder is
                       anyone (or any other project)
                       involved in or somehow
                       affected by the project.

 6
Skipping across the circles…
 Stakeholder structure is a lot like concentric circles
 The more directly involved in the day-to-day activities of a project, the closer to
 the center of the concentric circles the stakeholder will be. Position on the circles
 changes over the life of the project based on the type of work needed.


                                 Marketing                                  Graphic artist

     Copywriter                          User experience          Sponsor

                     System architect                                           Content
                                                                Analyst
                                             Core team


                         Programmer
 Quality Assurance                                    Product designer          Customer




 7
Keeping it tight keeps you flexible

                                  To maximize efficiency and
                                  response to global demands of
                                  business, stakeholders may
                                  come and go at regular intervals
                                  on a project.

                                  For this to be as seamless as
                                  possible, processes must be
                                  streamlined and tight.

                                  And where does this start?

                                  With the project manager
                                  (Um, that’s you)




 8
Stepping up as they step in and out




                                          Culture:
                                   Touchstone for
                              revolving resources
 9
Calm in chaos

                A "project culture" is a
                collection of attitudes,
                beliefs, and behaviors that
                live outside of the individuals
                in the project.

                It provides a set of consistent
                standards and norms to
                which the team can refer
                throughout the project.



10
Too much, too little, just right…
                             Solid, strong culture in a project
                             • Remains unchanged as stakeholders
                             reduce work, leave, or join the project
                             • Stakeholders adapt their behavior to
                             the project and not the other way
                             round

                             Absence of culture in a project
                             • Behaviors may be very inconsistent
                             • Confusion abounds
                             • Turf battles ensue

                             Too much culture in a project
                             Homogeneity – useful viewpoints may
                             be ignored or downplayed to preserve
                             the existing culture.


11
Management through culture


                             Revolving stakeholders should enhance
                             not hurt your project, but a few things need
                             to be in place for that to happen.

                             Creating and maintaining processes that
                             support consistent behaviors serve as a
                             foundation for the natural ebb and flow of
                             stakeholder activity on projects.

                             These norms provide a touchstone for the
                             shifts and become the identity or culture of
                             the project.

                             Project culture addresses stakeholder
                             burning questions: expectations for
                             contribution, documentation, meetings,
                             workflow, reviews/status, roles,
                             responsibilities, communication
                             expectations, and transition.

 12
Lead, follow, or get out of the way


        Creating culture boils down to three basic things

                                   Leading with charisma –
      What you do                  Reflect, Represent, and
                                   Realize
      The tools you use            Processes and Templates

                                   Communicate Early and
      How you go about it          Often




 13
Creating culture in your project: What you do makes the difference




         Leadership: The art of getting someone else to do
         something you want done because he wants to do it.

                                           ~Dwight D. Eisenhower




                                                  Leadership &
                                                     Charisma
  14
Project success


Not based solely on timelines, budgets, and
scope and the processes that support them.

Success is also tied to how stakeholders feel
about the project, the team, and the leadership.

(Um, that’s you again, project manager)
The same but…different

Group perception of your skill, your knowledge, and your ability to be “like us” are
very important to establishing the norms and standards of culture in your project.




  It’s this culture that becomes a touchstone for changes and transitions of the
  many stakeholders and the work done for the project.



 16
Lend a helping hand

                      When people feel you are invested in their
                      success and believe you support their
                      interests, they tend to feel more motivated to
                      support you.

                      The project has a greater chance of success
                      when stakeholders feel:

                      • More connected to what their work will
                      accomplish for the “big picture” of the
                      business
                      • More trust and respect in the project
                      experience
                      • More fairness and familiarity as it relates
                      to consistency and understanding
                      • More confidence and inclusiveness in
                      the project environment

 17
The charismatic in you…

                          Although it’s a tall order for anyone to
                          assume, project managers have a
                          not so secret helper – CHARISMA…

                          When people think of a charismatic
                          leader, they tend to describe them as
                          being visible, strong, energetic,
                          values-driven, principled, outgoing,
                          self-confident, powerful, and
                          influential. The charismatic almost
                          seems larger than life. People
                          LOVE being part of their orbit.

                          What’s interesting about charisma is
                          anyone can have it with a little
                          effort.


 18
Research says…

                 According to an article in Scientific
                 American Mind, recent research on
                 charisma, originally thought to be an
                 innate attribute of a leader, was
                 actually found to be an attribution
                 given by followers.

                 When followers see a leader as one
                 who advances group interests, that
                 leader is considered to have more
                 charisma.

                 Perception of charisma of a leader had
                 a direct correlation to how well a
                 company was doing.




 19
What’s this got to do with project managers?


     For culture to be established and embraced in a project
     stakeholders need to feel their interests and the group’s
     interests are being served.

     With the understanding that charisma is made and
     earned and not born, project managers can use the
     “three Rs” of leadership to build culture in their project:

     • Reflecting
     • Representing
     • Realizing




20
Reflecting project management style

                            In traditional leadership, reflecting requires that
                            one learn about the culture and history of a group.

                            In project leadership this requires the project
                            manager to have a deep understanding of why
                            the project is important to the business, how it will
                            be integrated and used, and when it is needed.

                            To do this project managers must do a lot of
                            listening and asking questions.

                            • Be curious and stretch beyond what’s currently
                            known
                            •Research what others have done inside and
                            outside the company on similar projects
                            • Help stakeholders connect the value of the
                            project to the company’s future
                            •Understand what’s important to the stakeholders


 21
Representing feels all right


     In traditional leadership, representing requires that the person lead
     others to draw the conclusions you need them to draw instead of telling
     them. It just “makes sense” or “feels right” to others because the person
     representing is a proponent of the group.

     In project leadership this is the ability to ask questions and facilitate
     dialogue among stakeholders. You don’t have all the answers. They do
     as individuals and as a team. It’s your job to create a culture that
     promotes open discussion early and often.

     It also requires that you know what you don’t know and partner with
     someone who does. Representing doesn’t mean you’re the expert. It
     means you know how to connect with others who are and can integrate
     what they know into a compelling story for the project that becomes part
     of the lore (and work) of your project’s culture.




22
Going for what really matters
                         In traditional leadership, realizing requires
                         that the person pursue the top interests of the
                         group. They get the group organized and
                         focused.

                         In project leadership it basically comes down
                         to making stakeholders feel like they matter
                         whether they are on the project for a short time
                         or for the long haul.

                         When project managers are present they:

                         • Are organized and transparent
                         • Do what they say they are going to do
                         • Clear with stakeholders about project roles
                         and priorities
                         • Model a culture of consistency
                         • Purposefully execute the project as it relates
                         to the “big picture”
                         • Listen and ask questions
23
Creating culture in your project: The tools you use




                 If I have seen farther than others, it is because I
                 was standing on the shoulder of giants.

                                                      ~ Isaac Newton



                                                              Process &
                                                              Templates
 24
Helping stakeholders find their way




                                      Your behavior establishes
                                      your reputation as a project
                                      manager, and your reputation
                                      determines how people feel
                                      about your project and its
                                      culture.

                                      Charisma helps with shaping
                                      a positive project culture
                                      environment andprocess
                                      andtemplates facilitate it.




 25
Tools for managing resource shifts
                           Whether stakeholders are involved with your
                           project for a short period of time or the
                           duration, process and supporting templates
                           can ease transitions that invariably occur.

                           • Orientation to norms, standards, & team
                           • Role/responsibility
                           • Tech tools – Google Docs, Sharepoint
                           • Documentation and naming scheme
                           • Change control process
                           • Change template
                           • Status reporting process
                           • Status report template
                           • Work Authorization system
                           • Deliverable review process
                           • Project charter
                           • Project scope
                           • Time tracking process



26
Creating culture in your project: How you go about it




     Communication works for those who work at it.

                                   ~ John Powell




                                             Communicating
                                               Early & Often
27
Communicating shouldn’t be a surprise


                             Putting a
                             communicationprocess in
                             place will help with
                             transitioning resources.

                             As part of the process it’s
                             important to determine
                             stakeholder information
                             needs and define the most
                             appropriate communication
                             approach.




28
Talk to me…and listen

                        Consider the following when
                        planning your communication
                        process:

                        • Method of communication
                        • Frequency of communication
                        • Feedback requirements
                        • Distribution
                        • ROE – Rules of Engagement
                        • Principle lines of
                        communication
                        • Authorization to make
                        decisions


29
Wrapping it up
 Project managers are constantly juggling schedules, cost, and resources. Because of
 the rapid, evolving nature of projects today, people will come and go on projects. This
 webinar considered how to respond to resource shifts and mitigate the impact of changing
 roles and people through establishing culture in your project.


    Cost of failure of projects

    Revolving door…reality of today’s project stakeholder

    Creating culture in your project

         Leadership & charisma: What you do matters

         Process & templates: The tools you use helps

         Communicatingearly & often: How you go about it




                                               Questions???
30
Thank you!
     Alison Sigmon, M.Ed, LPC, PMP

      asigmon@systemation.com

         Twitter @alisonsigmon

     www.slideshare.net/ahsigmon


31

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Managing revolving project resources

  • 1. Managing Revolving Project Resources Creating culture to quell the confusion of change Your presenter is: Alison Sigmon, M.Ed., LPC, PMP 1
  • 2. What’s on tap for our time together today… Project managers are constantly juggling schedules, cost, and resources. Because of the rapid, evolving nature of projects today, people will come and go on projects. This webinar will consider how to respond to resource shifts and mitigate the impact of changing roles and people through establishing culture in your project.  Cost of failure of projects  Revolving door…reality of today’s project stakeholder  Creating culture in your project  Leadership & charisma: What you do matters  Process & templates: The tools you use helps  Communicatingearly & often: How you go about it  Wrap it up! 2
  • 3. Cost of failure of projects Tons of time, training, and money have been invested in ensuring project management processes are in place and people know how to use them. And yet projects still fail. • A study reviewed 10,640 projects from 200 companies in 30 countriesfound only2.5% of the companies successfully completed 100% of their projects. • A separate study analyzed 1,471 IT projects and found the average overrun was 27%, but 1:6 projects had a costoverrun of 200% and a schedule overrun of 70%. Source: http://gmj.gallup.com/content/152429/cost-bad-project-management.aspx 3
  • 4. There are a variety of reasons this happens on the functional side and behavioral side of project management. Today we’ll focus on the behavioral side because if we address that then most of the time the functional side will fall into place. 4
  • 5. Reality of today’s project stakeholder Ebb & Flow of Stakeholders 5
  • 6. Having a stake in it A Guide to the Project Management Body of Knowledge (PMBOK® Guide) breaks down a stakeholder as a person or organization that: • Is actively involved in the project • Has interests that may be positively or negatively affected by the performance or completion of the project • May exert influence over the project,the deliverables, ortheteam members Basically, a stakeholder is anyone (or any other project) involved in or somehow affected by the project. 6
  • 7. Skipping across the circles… Stakeholder structure is a lot like concentric circles The more directly involved in the day-to-day activities of a project, the closer to the center of the concentric circles the stakeholder will be. Position on the circles changes over the life of the project based on the type of work needed. Marketing Graphic artist Copywriter User experience Sponsor System architect Content Analyst Core team Programmer Quality Assurance Product designer Customer 7
  • 8. Keeping it tight keeps you flexible To maximize efficiency and response to global demands of business, stakeholders may come and go at regular intervals on a project. For this to be as seamless as possible, processes must be streamlined and tight. And where does this start? With the project manager (Um, that’s you) 8
  • 9. Stepping up as they step in and out Culture: Touchstone for revolving resources 9
  • 10. Calm in chaos A "project culture" is a collection of attitudes, beliefs, and behaviors that live outside of the individuals in the project. It provides a set of consistent standards and norms to which the team can refer throughout the project. 10
  • 11. Too much, too little, just right… Solid, strong culture in a project • Remains unchanged as stakeholders reduce work, leave, or join the project • Stakeholders adapt their behavior to the project and not the other way round Absence of culture in a project • Behaviors may be very inconsistent • Confusion abounds • Turf battles ensue Too much culture in a project Homogeneity – useful viewpoints may be ignored or downplayed to preserve the existing culture. 11
  • 12. Management through culture Revolving stakeholders should enhance not hurt your project, but a few things need to be in place for that to happen. Creating and maintaining processes that support consistent behaviors serve as a foundation for the natural ebb and flow of stakeholder activity on projects. These norms provide a touchstone for the shifts and become the identity or culture of the project. Project culture addresses stakeholder burning questions: expectations for contribution, documentation, meetings, workflow, reviews/status, roles, responsibilities, communication expectations, and transition. 12
  • 13. Lead, follow, or get out of the way Creating culture boils down to three basic things Leading with charisma – What you do Reflect, Represent, and Realize The tools you use Processes and Templates Communicate Early and How you go about it Often 13
  • 14. Creating culture in your project: What you do makes the difference Leadership: The art of getting someone else to do something you want done because he wants to do it. ~Dwight D. Eisenhower Leadership & Charisma 14
  • 15. Project success Not based solely on timelines, budgets, and scope and the processes that support them. Success is also tied to how stakeholders feel about the project, the team, and the leadership. (Um, that’s you again, project manager)
  • 16. The same but…different Group perception of your skill, your knowledge, and your ability to be “like us” are very important to establishing the norms and standards of culture in your project. It’s this culture that becomes a touchstone for changes and transitions of the many stakeholders and the work done for the project. 16
  • 17. Lend a helping hand When people feel you are invested in their success and believe you support their interests, they tend to feel more motivated to support you. The project has a greater chance of success when stakeholders feel: • More connected to what their work will accomplish for the “big picture” of the business • More trust and respect in the project experience • More fairness and familiarity as it relates to consistency and understanding • More confidence and inclusiveness in the project environment 17
  • 18. The charismatic in you… Although it’s a tall order for anyone to assume, project managers have a not so secret helper – CHARISMA… When people think of a charismatic leader, they tend to describe them as being visible, strong, energetic, values-driven, principled, outgoing, self-confident, powerful, and influential. The charismatic almost seems larger than life. People LOVE being part of their orbit. What’s interesting about charisma is anyone can have it with a little effort. 18
  • 19. Research says… According to an article in Scientific American Mind, recent research on charisma, originally thought to be an innate attribute of a leader, was actually found to be an attribution given by followers. When followers see a leader as one who advances group interests, that leader is considered to have more charisma. Perception of charisma of a leader had a direct correlation to how well a company was doing. 19
  • 20. What’s this got to do with project managers? For culture to be established and embraced in a project stakeholders need to feel their interests and the group’s interests are being served. With the understanding that charisma is made and earned and not born, project managers can use the “three Rs” of leadership to build culture in their project: • Reflecting • Representing • Realizing 20
  • 21. Reflecting project management style In traditional leadership, reflecting requires that one learn about the culture and history of a group. In project leadership this requires the project manager to have a deep understanding of why the project is important to the business, how it will be integrated and used, and when it is needed. To do this project managers must do a lot of listening and asking questions. • Be curious and stretch beyond what’s currently known •Research what others have done inside and outside the company on similar projects • Help stakeholders connect the value of the project to the company’s future •Understand what’s important to the stakeholders 21
  • 22. Representing feels all right In traditional leadership, representing requires that the person lead others to draw the conclusions you need them to draw instead of telling them. It just “makes sense” or “feels right” to others because the person representing is a proponent of the group. In project leadership this is the ability to ask questions and facilitate dialogue among stakeholders. You don’t have all the answers. They do as individuals and as a team. It’s your job to create a culture that promotes open discussion early and often. It also requires that you know what you don’t know and partner with someone who does. Representing doesn’t mean you’re the expert. It means you know how to connect with others who are and can integrate what they know into a compelling story for the project that becomes part of the lore (and work) of your project’s culture. 22
  • 23. Going for what really matters In traditional leadership, realizing requires that the person pursue the top interests of the group. They get the group organized and focused. In project leadership it basically comes down to making stakeholders feel like they matter whether they are on the project for a short time or for the long haul. When project managers are present they: • Are organized and transparent • Do what they say they are going to do • Clear with stakeholders about project roles and priorities • Model a culture of consistency • Purposefully execute the project as it relates to the “big picture” • Listen and ask questions 23
  • 24. Creating culture in your project: The tools you use If I have seen farther than others, it is because I was standing on the shoulder of giants. ~ Isaac Newton Process & Templates 24
  • 25. Helping stakeholders find their way Your behavior establishes your reputation as a project manager, and your reputation determines how people feel about your project and its culture. Charisma helps with shaping a positive project culture environment andprocess andtemplates facilitate it. 25
  • 26. Tools for managing resource shifts Whether stakeholders are involved with your project for a short period of time or the duration, process and supporting templates can ease transitions that invariably occur. • Orientation to norms, standards, & team • Role/responsibility • Tech tools – Google Docs, Sharepoint • Documentation and naming scheme • Change control process • Change template • Status reporting process • Status report template • Work Authorization system • Deliverable review process • Project charter • Project scope • Time tracking process 26
  • 27. Creating culture in your project: How you go about it Communication works for those who work at it. ~ John Powell Communicating Early & Often 27
  • 28. Communicating shouldn’t be a surprise Putting a communicationprocess in place will help with transitioning resources. As part of the process it’s important to determine stakeholder information needs and define the most appropriate communication approach. 28
  • 29. Talk to me…and listen Consider the following when planning your communication process: • Method of communication • Frequency of communication • Feedback requirements • Distribution • ROE – Rules of Engagement • Principle lines of communication • Authorization to make decisions 29
  • 30. Wrapping it up Project managers are constantly juggling schedules, cost, and resources. Because of the rapid, evolving nature of projects today, people will come and go on projects. This webinar considered how to respond to resource shifts and mitigate the impact of changing roles and people through establishing culture in your project.  Cost of failure of projects  Revolving door…reality of today’s project stakeholder  Creating culture in your project  Leadership & charisma: What you do matters  Process & templates: The tools you use helps  Communicatingearly & often: How you go about it Questions??? 30
  • 31. Thank you! Alison Sigmon, M.Ed, LPC, PMP asigmon@systemation.com Twitter @alisonsigmon www.slideshare.net/ahsigmon 31

Editor's Notes

  1. Article Source: http://EzineArticles.com/470897
  2. http://www.ehow.com/list_6771212_benefits-anxiety_.html#ixzz1tZGcQD8n
  3. http://www.anxietyculture.com/time.htm
  4. http://www.profitwithibs.com/blog/?tag=benefits-of-anxiety
  5. http://thefreerangetechnologist.com/2011/11/5-techniques-for-preventing-deadline-stress-as-a-project-manager/
  6. http://www.profitwithibs.com/blog/?tag=benefits-of-anxiety
  7. http://rufiojones.files.wordpress.com/2011/04/eeyore.jpg
  8. http://www.profitwithibs.com/blog/?tag=benefits-of-anxiety