The Onion Rule for Project Managers

June 2, 2009 | Author: PM Hut | Filed under: Project Management Musings


The Onion Rule for Project Managers

By Rob Redmond

Almost every assigned task that has any complexity to it requires working through issues. Consider The Onion Rule:

Simple tasks often fall apart like onions. What should require five minutes will inevitably require 10 days to accomplish.

If your boss assigns you to do something as simple as update the status on a ticket, you will inevitably have an experience such as the following:

  1. Attempt to log into the ticketing system
  2. The ticketing system has moved. You must find someone to tell you the new location online to use it.
  3. The person you would normally ask that question is on vacation.
  4. You find the new location from someone else, but your login does not work.
  5. You attempt to contact the person who is responsible for logins to the ticketing system, but he no longer works on that application
  6. You finally find the person who can fix your login, but he requires a ticket from you from another system to which you have no access.
  7. You finally get access to the first system and create a ticket to fix your login in the second system.
  8. The ticket is routed to a group which has nothing to do with either system. It is identified as incorrectly entered, so the ticket is closed.
  9. You contact the group to re-open your ticket, but only the person who closed it can open it. That person is now on vacation.
  10. Finally someone else with system access updates your ticket for you.

What should require five minutes will probably require 10 days. We have all had such an experience. Many of us find that we peel onions for a living. We peel and peel, and eventually we reach the center, but only after littering a hundred layers of dry wrapping on the ground.

Managers must work to eliminate the effects of the Onion Rule from their operations at every opportunity.

  • Train employees to cut through red tape by allowing them to skip prerequisite steps.
  • Train employees to offer service by performing prerequisite steps on behalf of people requesting help.
  • Create big jobs, not small jobs. Do not have 20 people who do nothing but create tickets which request changes to the ticketing system. Allow the people who solve problems to also work on the tickets and resolve them. Instead of staffing in many layers of multiple organizations which hand work around, hire the same number of smarter people to perform all the work themselves.
  • Use Management Analysis. My father's articles on this site tell the story of how analyzing workflow to reduce the number of steps taken can improve productivity and provide exception return on investment. Do not work the process. Analyze and challenge the process continually.
  • Kaizen. Embrace the Japanese concept of a "living" process. Update it daily, removing everything that can be removed. Simplify everything that can be. Eliminate forms. Eliminate approvals. Remove documents. Reduce, consolidate, streamline, and dumb everything down.

We keep experiencing the effects of The Onion Rule everywhere that we go in our companies, but do we ask ourselves if our own desks cause this effect upon others? Do people have this sort of experience when they approach you for help? Wherever possible, reject the onion.

Project Managers have an obligation in their planning to foresee and schedule for the inevitable Onion Rule effects that their participants are likely to encounter. When documenting roles and responsibilities, it is wise to ask questions such as:

  • Do you have access to that system? How does one get access? Ensure that every participant can use the tools they need already or knows how to get the ability to use them.
  • Is any time-off or vacation planned which will impact a critical need that only one person can fulfill? Hold every participant accountable for training a backup to do their job and setting their Out of Office notification to route traffic to this person.
  • Is any group affected by the project that we have not thought of? Inevitably, budgets and scheduling will be jeopardized when an impacted team is identified when you approach the end of the project. Identify them in advance through communication to find out the answers to the questions above.

Rob Redmond studied sociology, psychology, and political science as an undergraduate before entering the workforce. Returning to school, Redmond earned an MBA from Georgia State University in June of 2000. Rob is currently employed as a manager of IT of a large technology company. Rob runs the struggling manager blog where he posts about his experience in both management and project management.

6/3/09 | posted in | 0 comments [ More ]

Gadget Etiquette


May 27th, 2009 written by Elizabeth Harrin for PM4Girls.elizabeth-harrin.com

This month in the Office Goddess series, I want to look at using your gadgets at work.

You love your laptop, right?  It goes where you go and it's oh so handy for meetings.  Well, personally I'm a pen and paper girl but if it's really important and will make things easier I will tote around my laptop and use it in meetings.

Not using it for every meeting makes me acutely aware of some of the bad habits people adopt when they use their gadgets around other people.  Remember, being an office goddess is all about making it look easy, seamless, effortless.  So don't get side-swiped by gadgets: follow these tips for office gadget etiquette.

Laptops

  • If you are going to use a laptop in a meeting, set it up beforehand.  Don't waste meeting time (and everyone else's time) while you try to work out how to connect it up and then realise you have left the mains cable at your desk and you only have 16 minutes of battery power left anyway.
  • Know how it works.  Sort out your 3G/wifi in advance.  Get the passwords, know how to route round your proxy server when you are out of the office.
  • If you are using your laptop to give a presentation, get there early and set it up with the projector.  Know how to switch the display to the projector, and then back to your screen.  During the presentation, switch the display away from the screen if you are fiddling with slides or trying to find things on your laptop – then switch it back.  Don't give everyone the opportunity to see your emails 6ft high on the wall.
  • If it's your meeting, get the right size table.  There is nothing worse than trying to squash 6 laptops on a tiny circular table and balance the projector on your knees.
  • Think about the room size too:  if it is too small it will soon get hot with all those gadgets.
  • Turn the volume off before you get to the meeting room.  Those login chimes or email alert noises are really annoying and are always 100% louder than you were expecting.
  • You can't talk and type.  If you need to take minutes of a meeting on the fly, have someone do it for you.  Otherwise you really aren't saving any time, all you are doing is replacing type-it-up-later time with sitting-in-silence-in-the-meeting-room-while-I-type time.

Phones and BlackBerries

  • Put your phone on silent.  If there's recording equipment or video conferencing in the room turn it off.  Can't turn it off?  How important are you, really?  If you are so important that you can't turn your phone off for an hour you will have a secretary who can come and get you if the world starts to implode.  Just prep your staff in advance so they know you are unavailable.
  • If you are expecting a call, let the meeting attendees know in advance.  It happens.  Then sit by the door and let yourself out quietly when you get the call.  Not all calls.  Just the one you were expecting that is important enough for you to excuse yourself from the meeting.
  • Don't let your BlackBerry vibrate on the desk.  You know how much of a racket this makes.  It's much more discrete to have it in your pocket or on the chair next to you.  Besides, you shouldn't be looking at it anyway.
  • Let's just repeat that last point: you shouldn't be looking at it anyway.  Texts or emails can wait.  It is so disrespectful to check your messages when someone is giving a presentation – unless you want to send the message that they are overrunning their allocated slot and are giving the dullest presentation ever.
  • Typing away when you are on a conference call is noisy for the other attendees.  Don't do it.  Or wear a headset for your phone; it mutes the noise of the keys tapping.

OK, no excuses now.  Set a good example for everyone else!

6/2/09 | posted in | 0 comments [ More ]

How I Became a Project Manager

Published by Brad Egeland | May 26, 2009 for PMTips.net

I thought this might be an interesting topic to write about.  Really…how many of us said that we wanted to be Project Managers when we grew up?  I was going to be a baseball player, then a racecar driver, then a lawyer and when I first entered college – a pharmacist, believe it or not.  I switched to the MIS track and came out of college as an application developer.

The Beginning

My first 3 or 4 years were spent coding in COBOL and writing proposals for long-term government contracts.  After one of those contract wins, I took the role of Configuration Manager on the project.  I'm really dating myself here, but in the early 1990's I switched to Project/Program Management when I was offered a key position on one of the contracts we were performing on with the US Department of Education.

Couldn't Code Forever

I recognized early on that I wasn't truly interested in coding forever.  I needed the interaction with the customer and to lead projects and oversee tasks from beginning to end from a higher viewpoint.  I jumped at the chance to become the Configuration Manager on the Guaranteed Student Loan project we had just won.  I managed all change control for the project including leading the formal Change Control Board and managing a small staff.  Switching to the Project Management path came a couple of years later but was still more like Program Management than Project Management because it was really overseeing on-going activity on a five-year government contract, not running multiple engagements from beginning to end like I think of more traditional project management roles.

My first taste of performing the type of project management that I perform now came in 1998 when I went to work for Rockwell Collins handling their internal internet, intranet and extranet projects and leading a small team of web developers on these efforts.  I thoroughly enjoyed the challenge of overseeing those projects from beginning to end – even handling the 'sales' side on these internal projects and sometimes managing up to 10-15 live projects at a time.

Except for a stint as a Corporate Applications Development Manager for a large gaming/hospitality entity here in Las Vegas, I've pretty much stayed in the project management track handling usually 4-6 projects at a time.  I like the challenge, I love the customer handling and interaction, as well as the oversight responsibilities for the delivery team.  I've found my niche…I've found what drives me.  When I need a taste of innovation, I've been able to get that from consulting work with smaller organizations helping them either organize their PM practices, incorporate new or better practices, fix problems they are having with customers and solutions and in some cases just help them figure out a better way to do business.  These activities don't really follow a PM path so they tend to feed the entrepreneurial spirit in me.

Early Mentor

My real career turn from developer toward project manager came from my early mentor/manager who discussed my career path at great lengths with me on many occasions.  From my answers could tell that I was aligning more with a project management interest.  He helped guide me in that direction and helped me to find roles on proposals and other projects that would get me the experience and the foot-in-the-door situation to be able to move into those types of roles.

Your Feedback

That's my story in a nutshell.  I welcome any questions you might have and I'd also like to hear how some of you became project managers.  I still haven't had any of my kids say they want to be a project manager when they grow up so I know it's a discipline you really just 'happen into' more than choose, for the most part.  Go ahead…send me your stories.

6/1/09 | posted in | 0 comments [ More ]

Effective Communication

This post written by Trevor Roberts for projectmanagementguide.org

Communication is vital in project management. In fact, I'd say good communication skills are one of the most important qualities a project manager can possess. But is a project manager getting involved in the internal communication of the project team actually providing value?

As a quick thought experiment, let's imagine a team of five members. In a self-organising team, it may be that each member has a discussion with every other member to let them know where they are up to, what they are working on, etc. This communication, in one direction (i.e. person A telling person B their situation) takes an amount of time I'll call t.

5 member team with individual conversationsNow, the communication cannot be one way - person B also needs to tell person A what they are up to. So they also take time t to pass that information on. So the total time for the update conversation is 2t. But the totalwork time is 4t - i.e. 2t for each participant.

I have shown this situation in the 5 person team in the diagram. In this situation, each person talks to every other person. There are 10 conversations, each taking a time of 2t. This means, with two people in each conversation, the total work timeused is 40t.

5 member team with managerNow let's look at the situation when we add a project manager. In this case, I have assumed each team member tells the project manager where they are up to. The project manager then evaluates the information, and feeds back to every team member. The two way conversation thus still exists, though the two ways may happen at different times. In this model, there are 5 conversations, each of which take time 2t, giving a total time of 10t, or a total work time of 20t.

In other words, adding a project manager reduces the time the team spends in sharing information by half - in this particular case.

5 member team holding meetingOf course, there are other possibilities. It may be the self-organising team shares information through a meeting, rather than separate conversations. This would dramatically reduce the total time. In this model, person A tells all the other members of the team what they are doing at the same time. Then person B does so, and so on.

This reduces the total time taken to just 5t, but the total work time is only reduced to 25t - it only takes person A time t to update the other 4, but each of the 5 has to be there, a total of 5t work time. This is repeated for the other 4 people.

In a team with a manager the total work time would be higher - purely because the project manager has to sit in the meeting too. If, however, the project manager receives updates from the team members individually (for a total work time of 10t) and then feeds back to the entire team (for a total work time of 6t) then we have a total work time of 16t - again less than in the self-organising team.

We can easily expand this up to teams with 10 members. In this case, team members holding individual conversations gives us a total work time used in communication of 180t, a team holding a meeting gives a total work time of 100t, while a team using a manager and meetings takes a total work time of 31t!

At this point it all looks cut and dried - self-organising teams, even if they use meetings, spend far more time in communication than a managed team.

Of course, that's only true when you have been as grossly unfair with the figures as I have. (Using pseudo-scientific methods and information to draw unfounded conclusions is fun!)

The most obvious way I have been unfair is assuming the project manager can condense down everything all the team members need to know massively. In the model where the manager has a conversation with each team member, I have decided the information which the other team members took 4t to pass to him can somehow be condensed down to only take t for him to pass on! This seems rather unlikely…

So no, I'm not saying these figures are going to be accurate. But they do illustrate some important ideas.

  1. Time taken to communicate amongst a team rises dramatically with team size.
  2. The most effective way to reduce this is to hold meetings, so team members don't have to repeat themselves with each other member.
  3. Project managers can aid communication if they act as a central collation point.
  4. But the best improvement in communication comes if the project manager condenses or filters the information.

In other words, you need to be more than good at talking. A project manager needs to understand the project well enough to know who needs to know which pieces of information, and just as importantly, which pieces of information are of no use to other members. You need to act as a filter, to make sure you're not wasting the time of your team members.

Communication isn't about how much you say to everyone, it's about saying the right things to the right people.

This post written by Trevor Roberts.

5/30/09 | posted in | 0 comments [ More ]

Main Function of the Project Portfolio Management Office

May 26, 2009 | Author: PM Hut | Filed under: Project Portfolio Management for PMHut.com

By Miley W. Merkhofer

The function of the project portfolio management office is to manage the organization's project portfolio, which typically includes prioritizing projects, allocating resources to projects, and tracking the performance of the project portfolio. A key focus is ensuring that the overall collection of projects maximally supports the objectives of the enterprise. In addition, the office collects and distributes data for reviewing, assessing, and managing individual projects to ensure that they are meeting their expected contributions to the portfolio. As illustrated in the figure below, portfolio management provides the necessary link between project management and enterprise management.

Function of the Project Portfolio

Portfolio Management links Project and Enterprise Management.

Miley W. (Lee) Merkhofer, Ph.D., is an author and practitioner in the field of decision analysis who specializes in assisting organizations in implementing project portfolio management. He has served on advisory panels for several government agencies and has received grants and research awards for work in the area. Lee is an editor of the journal Decision Analysis.

Prior to becoming an independent consultant, Lee was a Partner of PriceWaterhouseCoopers, where he founded that organization's capital allocation and project prioritization business practice. Lee is a founding partner of Folio Technologies LLC, a provider of web-based, project portfolio management software.

Lee received his Ph.D. in engineering economic systems from Stanford University. He is the author of the book Decision Science and Social Risk Management and co-author of the book Risk Assessment Methods..

Additional papers on project portfolio management can be found on Lee's website,www.prioritysystem.com. E-mail: lmerkhofer@prioritysystem.com.

5/29/09 | posted in | 0 comments [ More ]

Six Techniques to Ensure Solid Project Management Execution

May 27, 2009 | Author: PM Hut | By Lonnie Pacelli via PMHut.com

Some time back I was responsible for a portfolio of projects being done within the finance organization of my company. One of the projects was outsourced to a large consulting firm who supplied the project management, analysis, and development resources to the project. I would hold weekly meetings with the project manager who consistently gave me a “thumbs up” on the project up to the first key milestone being hit. When the week of the first milestone approached, he announced that the milestone was going to have to slip by a week to ensure successful delivery. The next week came along and again the project slipped a week. This went on for two more weeks with the promise of “we’ll for sure nail it next week.” I decided to do some crawling around the project to assess where the project was really at. Turns out we were at least a month away from delivering to the milestone which was already a month late. Needless to say I was less than thrilled with the consulting firm running the project. They sent out one of their heavyweight project managers to assess the situation. After two hours of reviewing the project he reported back to me that the project had slipped, not due to anything his organization had or hadn’t done, but because of things we as the client did to cause the problems. Needless to say I pretty much lost it with him. I then went through the project plan with him and went through each task and peppered him with questions about why his project manager hadn’t managed the execution of the project and why we were continuing to get a ‘thumbs up” when in fact the project had slipped horribly. After my inquisition he said he’d follow up and get back to me. I’m still waiting.

Ah, the best laid plans of mice and men often go awry. Despite how pretty a project schedule looks, how clear the organization chart is, or how well articulated the risks and issues are, the most successful projects execute great to a great plan. Solid project management execution means driving the plan, making adjustments as necessary to address unforeseen issues, and removing roadblocks which can inhibit successful completion. The project manager has to stay steady at the helm making sure these things happen; they won’t just happen by themselves. To articulate this a bit more here are three formulas for you to keep in mind:

Planning + Execution = Project Success

Execution - Planning = Randomized Flailing

Planning - Execution = Well-Dressed Inertia

Through my experience I’ve come up with six techniques that can help you as a project manager better ensure project success. While this isn’t an exhaustive list of everything you can do, it does highlight some specific areas which can help keep a project from derailing:

  1. Use the 1/1/1 rule when planning tasks - Great execution starts with great planning. Sure, we’ve all seen acts of heroism where a project team worked 90 hours a week to get a poorly conceived and planned project done on time. However, no one likes to work in that mode. Projects that are well planned are more likely to be delivered on time, per customer expectation, and within budget, period. A key component of good planning is using what I call the “1/1/1″ rule in work breakdown structure decomposition which stands for “one deliverable, one person, one week.” Driving to this level of detail in a project plan ensures there is no ambiguity on who is responsible for the task and what the deliverable associated with the task needs to be. Also, by using a one week duration you better ensure the task will be completed within one weekly status reporting cycle. Most importantly, you’ll minimize surprises of a “90% complete” taking forever for the last 10% to be complete.
  2. Snuff out and squash “shiny objects” - First, let’s put shiny objects in context; to me a shiny object isn’t important to the task at hand and isn’t time-sensitive. If something comes across your desk that can be done later without impact to your work, yet interrupts what you’re doing, then this in my view constitutes a shiny object. It’s also important to distinguish between shiny objects and the garden-variety fire-drill. The primary difference to me is a fire drill needs to be done immediately, otherwise there is some material and tangible business consequence; whereas with a shiny object there is no material and tangible business consequence if it doesn’t get done. This is an important distinguishing factor because many shiny object violators I know view their shiny objects as fire drills and take comfort in responding to fire drills because of the sense of accomplishment they feel in putting out the fire. Be on the lookout for shiny objects and squash them before your team gets derailed.

  3. Watch the “off-workplan” tasks - Recently I worked with a project team that had a pretty decent project plan with dependencies, resources, and timeframes all laid out. The problem, though, was that the project plan assumed 100% resource focus but only about 60% of the resource focus was dedicated to the project plan. The other 40% was consumed via to-do lists which the project manager kept in addition to the project plan. Thus, the project was doomed to a 40% schedule slip right from the get-go because of the to-do list tasks. As the project manager, you have the responsibility of ensuring that all project-related activity is reflected in your project plan and that you specifically articulate the percentage of time resources are dedicated to tasks.

  4. Think realistically aggressive when developing estimates - I’ve worked with three distinct personality types when it comes to estimating levels of effort. The first personality type is Ms. Reality. She looks at a given set of tasks and develops a realistic yet aggressive expectation of what will be required of her to complete the task. More importantly, she hits her dates with a high degree of reliability. The second personality type is Mr. Op T. Mystic. Mr. Op consistently under-estimates tasks and provides a “if all of the stars align” projection on completing tasks. Tasks quickly get to 90% done then stay there forever. The third personality type is Mr. Gloom N. Doom. Mr. Gloom typically provides worst-case estimates and will slather on contingency like barbecue sauce on ribs. The secret sauce (can you tell I really like ribs?) here is to recognize the personality type you work with and try to snuff out reality with each personality type. Sure, you’ll get some push-back particularly from Mr. Gloom, but unless you apply some aggressive reality to your estimates you’re going to have a hard time getting sponsors and higher-ups to view you as a credible project manager.

  5. Hold weekly status meetings - I am a big fan of weekly status meetings and weekly status reports, particularly on high-visibility projects. In fact, I have become a strong proponent of creating my project status report (see my status report template at the bottom of this article) right in my status meeting. Key to this is focusing on project plan tasks, milestones, risks and issues during the status meeting. I’ve been through way too many status meetings where the focus was on each team member talking about accomplishments and effort versus results. Now, it’s nice that all of the team members are working so hard, but when everyone starts patting themselves on the back for how many hours are being worked at the expense of managing to schedule, you’ve got a sick project on your hands. Keep the status meetings focused on schedule, risks and issues and keep them very regular. Don’t let weeks go by without doing them unless you’re willing to play Russian Roulette with your schedule.

  6. Expose the violators - So okay, before I have every HR manager ready to shoot me let me explain what I mean. In status meetings, I think it is completely within bounds for a project manager to expect project team members who don’t deliver on their commitments to explain to the project team why they aren’t pulling their weight. Too many times I’ve seen project managers shield slacker project team members or not force them to explain their actions (or inaction as the case may be). What each member of the project team needs to recognize is when he or she doesn’t perform it isn’t just the project manager that is being let down; it is the entire team. When each project team member feels accountable to the rest of the team for delivery and directly feels as if he or she is letting the rest of the team down he or she is more likely to perform and meet dates. This can be very effective in getting teams to perform, just make sure it is done with respect. It’s about getting teams to perform, not about skewering someone’s dignity.

Excellent planning coupled with strong execution is crucial to ensuring the success of any project. Subtract planning or execution from a project, and you either get the randomized flailing of a project out of control, or the well-dressed inertia of a good-looking project going nowhere.

Lonnie Pacelli is an internationally recognized project management and leadership author and consultant with over 20 years experience at Microsoft, Accenture and his own company, Leading on the Edge International. Read more about Lonnie, subscribe to his newsletter, see his books and articles, and get lots of free self-study seminars

5/28/09 | posted in | 0 comments [ More ]

Benefits of the Project Portfolio


By Miley W. Merkhofer via ProjectHut.com

Once opportunities have been identified, with relevant information normalized and made easily accessible, individuals throughout the organization with broad understanding of the business can provide "reality checks." Summary measures conveying data related to cost, risk, and benefit can be used to create graphics and comparative analyses that allow decision-making teams to collaborate on project-selection decisions.

picture via blogs.zdnet.com

Organizations invariably find that creating their first inventory of ongoing and proposed projects is revelational, "I didn't know we had so many things going on, no wonder we can't get anything done!" Counting projects produces instant value. If you schedule 130% of your human resources to projects, for example, you can be assured that some things won't be done. Reducing the number of projects eases the strain on common resources, giving remaining projects the resources they need and eliminating time spent by managers in negotiations over the people and other resources.

The initial project inventory often uncovers significant duplications and mismatches. For example, when Schlumberger (a major energy company) first grouped IT projects, they found that 80% overlapped. Duplicate efforts should be eliminated, obviously, and similar projects combined into a single project. Schlumberger reportedly saved $3 million just by eliminating project redundancies.

Looking at projects from the perspective of the portfolio makes projects look less like discrete efforts and more like a connected suite. Information and understanding is improved. Interdependencies among projects can be noted. New requirements can be evaluated against current commitments. Portfolio analysis allows investigating questions like, "How are resources for Project A impacted if Project B is delayed?" The portfolio extends the focus beyond individual project management and highlights objectives and goals.

Recognizing project portfolio management as an ongoing activity creates a shift away from typical one-off, ad hoc approaches to project management. The portfolio establishes a philosophy and culture that enables visibility, standardization, and measurement as a means for process improvement.

The following hierarchically summarizes these and other benefits typically observed from implementing project portfolios.

Benefits of the Project Portfolio for Executives and the Business

  • Supports optimization of resource allocation
  • Standardizes metrics/methods for project forecasting and tracking
  • Improves communication throughout the organization
  • Promotes accountability for project investments
  • Forces executives towards consensus on policy level issues

Benefits of the Project Portfolio for Program Managers

  • Fewer redundant and overlapping projects
  • Promotes objectivity for project selection and prioritization
  • Faster access to project data
  • Consistent tracking of project time and expenditures
  • Facilitates inter-project coordination

Benefits of the Project Portfolio for Project Managers

  • Helps level the playing field
  • Facilitates communicating needs, rationale for projects
  • Promotes leveraging reusable project information
  • Clarifies project objectives and goals
  • Forces executives/sponsors to accept responsibility for some project risks

Miley W. (Lee) Merkhofer, Ph.D., is an author and practitioner in the field of decision analysis who specializes in assisting organizations in implementing project portfolio management. He has served on advisory panels for several government agencies and has received grants and research awards for work in the area. Lee is an editor of the journal Decision Analysis.

Prior to becoming an independent consultant, Lee was a Partner of PriceWaterhouseCoopers, where he founded that organization's capital allocation and project prioritization business practice. Lee is a founding partner of Folio Technologies LLC, a provider of web-based, project portfolio management software.

Lee received his Ph.D. in engineering economic systems from Stanford University. He is the author of the book Decision Science and Social Risk Management and co-author of the book Risk Assessment Methods..

Additional papers on project portfolio management can be found on Lee's website,www.prioritysystem.com. E-mail: lmerkhofer@prioritysystem.com.

5/27/09 | posted in | 0 comments [ More ]