PMTip - Do you know your priorities - at a minimum, do you get them done (no excuses)
12:36
Posted by jason tratch
One of the top reasons people don't get their priorites done, is that they simply have toooooo many. This is part of life (both work and personal). We love to over-allocate and rely on optimism and luck to get things done.
Humans are drawn to the number 3 and feel comfort with it. It also aligns with a manageable number of priorities.
A system that we try to follow internally is that each employee no matter what their role is (CEO vs Field Labourer) must know their top 3 priorities for the day, week and month. They must be able to achieve those priorities, the company depends on it (in today's world, everyone and everything is inter-connected). Must remember, each role has a different level of complexity around their priorities, a different level of change control must also be followed and a different level of overlap with others exists based on the role - so it can be a communication challenge. Internally, my company even has a "priority collaboration software" that helps to enable this (however is still a work in progress!!!).
Key challenges are to ensure that you are absolutely clear (you must know) what your own priorities are each day, week and month and that you are on the same page with your manager AND ensure you have a system to manage through the changes that occur. Further description of this concept includes:
Recently, I was able to relate this approach to an article I read (full article link), an excerpt of that article is below:
There are a million things you can do to improve your business. The
problem is, if you try to fix or improve them all at once, you end up
not making much progress in any of them.
You need to be relentless in following your goals. At least once a day, I find myself asking, "Is what I’m working on directly helping one of the three goals?" It's easy to distract yourself with tasks that aren't critical. You just need to stay on top of it. This helps us accomplish big things quickly.
To hold ourselves accountable and stay on the same page, we have weekly meeting on Fridays. During these meetings, our company sets the goals for the upcoming week and see where we are on the previous week’s goals. It's a lot easier to say "what went wrong this week" then "what went wrong this quarter"
--Co-founder Patrick Ambron of BrandYourself
Related: The Best Business Advice You'll Ever Get
Humans are drawn to the number 3 and feel comfort with it. It also aligns with a manageable number of priorities.
A system that we try to follow internally is that each employee no matter what their role is (CEO vs Field Labourer) must know their top 3 priorities for the day, week and month. They must be able to achieve those priorities, the company depends on it (in today's world, everyone and everything is inter-connected). Must remember, each role has a different level of complexity around their priorities, a different level of change control must also be followed and a different level of overlap with others exists based on the role - so it can be a communication challenge. Internally, my company even has a "priority collaboration software" that helps to enable this (however is still a work in progress!!!).
Key challenges are to ensure that you are absolutely clear (you must know) what your own priorities are each day, week and month and that you are on the same page with your manager AND ensure you have a system to manage through the changes that occur. Further description of this concept includes:
- Daily top 3 - these must be simple, fast and have a lower level of complexity/risk. Scope of work is generally described in the format of tasks. Try to put a measurement on them so they can be planned and you can track your progress, example: you have approximately 7 hours available each day, 1 hour of the day is allocated to secondary priorities and admin, so ensure the 7 hours is realistic to get the priorities you take ownership over (you MUST try at all odds to get them done since they should build into the weekly priorities and also link to other people's priorities)
- Weekly top 3 - these are more complex/risky but still must be clear enough in scope that the majority of the work is described in tangible, concrete work packages, think in terms that you now have 35 hours to accomplish the work so try to set realistic goals, then ensure to allocate the 5 other hours to secondary priorities and admin, and try VERY hard to not go over those 5 hours, cut off the work and defer it to the following week. If your priorities change, then go through a mini-change control process. One of your top 3 priorities must be demoted to a Secondary Priority, then new expectations must be established and you and your Sponsor/Managers/impacted stakeholders must all be on the same page. Again, you must take ownership of the managing of these top 3, since is more tricky then the daily top 3, so ensure that you have more communication with your manager about them (are they on track, are they changing, what are the risks as we progress, etc)
- Monthly top 3 - these have the highest level of complexity and risk, and often can change over the course of the month. However, they still must be planned and managed. Ideally, they are documented, to help formalize them. Ensure they are not too overly detailed, they can have aspects of intangible work, and thus can be further elaborated as the weeks are completed. They can be thought of as guiding objectives that are detailed enough that you can "check them off" at the end of the month, but not too detailed that you have to spend days planning as to what they are.
Recently, I was able to relate this approach to an article I read (full article link), an excerpt of that article is below:
Set three specific goals weekly and monthly -- and ignore everything else.
You need to be relentless in following your goals. At least once a day, I find myself asking, "Is what I’m working on directly helping one of the three goals?" It's easy to distract yourself with tasks that aren't critical. You just need to stay on top of it. This helps us accomplish big things quickly.
To hold ourselves accountable and stay on the same page, we have weekly meeting on Fridays. During these meetings, our company sets the goals for the upcoming week and see where we are on the previous week’s goals. It's a lot easier to say "what went wrong this week" then "what went wrong this quarter"
--Co-founder Patrick Ambron of BrandYourself
Related: The Best Business Advice You'll Ever Get
Thoughts - Innovation - don't let others use legacy based mantra's on you
09:37
Posted by jason tratch
If it ain't broke don't fix it - this approach is not valid in today's world of business.
Imagine if we followed this advice, how many advancements would we not have today.
We often get caught up in every day work and if things are going well, we tend to slow our innovative advancements. Or this is also where we demote new ideas or move advancements to the corner of our desk. Funny, since when things are going well, that is exactly when the brain is most effective, positive and open to changing things VS when things are going poorly or in crisis mode, that is when too often we yell out "all hands on deck, we need to change and innovate and do this ASAP and no one goes home until we get something"
What happens if we follow that mantra and just keep doing the work?
Imagine if we followed this advice, how many advancements would we not have today.
We often get caught up in every day work and if things are going well, we tend to slow our innovative advancements. Or this is also where we demote new ideas or move advancements to the corner of our desk. Funny, since when things are going well, that is exactly when the brain is most effective, positive and open to changing things VS when things are going poorly or in crisis mode, that is when too often we yell out "all hands on deck, we need to change and innovate and do this ASAP and no one goes home until we get something"
What happens if we follow that mantra and just keep doing the work?
- If you are a business and your process/operation/projects are going well, then somewhere someone is copying it and you will soon be over taken.
- If you are government/non-profit, then you are missing out on opportunity cost of faster, cheaper, better quality and society is not going to advance (will stay status quo)
The simplest innovations do make a difference by being cumulative but even more important, they also create an environment that feeds off each other (like a growing energy that needs a spark to be ignited).
During meetings, how much time do you put to open ended questions and then pause, let the people speak. Then pause, then build off the people, promote the collaboration and trusting space where you can speak openly and freely.
During meetings, how much time do you put to open ended questions and then pause, let the people speak. Then pause, then build off the people, promote the collaboration and trusting space where you can speak openly and freely.
I related this to a walking meeting I just took (Beautiful trees, flowers, grass) and set my mind at ease, gave me new energy and new approaches to tackle a key problem I am stuck on. And the idea was helped by me watching a magpie. Such a simple bird, yet able to take a type of apple, smashed it against the sidewalk, then pulled it apart with his feet, then pecked at it to get the internal nutrition.
How do you think that magpie learned that.... likely from trial and error and from innovating new approaches.
A great Einstein quote is: “To raise new questions, new possibilities, to regard old problems from a new angle, requires creative imagination and marks real advance in science.”
Below are a few pics from my walking meeting, with that INNOVATIVE Magpie at the bottom (thanks Mr. Magpie).
Remember to change it up (physical location drastically impacts the success of your ability to get the creative brain neurons firing)
PS: if want to check out my walking meeting post previously published, it is located at the end of June
Tools - Quality Accuracy & Prioritization
11:47
Posted by jason tratch
Why sometimes do we have inaccurate results from our quality assessments?
Why do we often focus our work on something wrong, but do not measure the return on our work investment and thus fail to prioritize and continually re-prioritize as we deliver our work.
Why do we often focus our work on something wrong, but do not measure the return on our work investment and thus fail to prioritize and continually re-prioritize as we deliver our work.
Important concepts that are key to understand accuracy and conduct work properly includes:
- Population sampling – two common types include attribute data and variable data. Attribute data is counted and is a pass/fail or yes/no result (e.g. number of errors, number of dump trucks). Variable data can be broken down, it is based on a type of continuous scale, ranges exist and compliance can be rated (e.g. time, weight, etc).
Note 1: ensure sample size is appropriately sized to align with the trade-offs that you must make (e.g. larger sampling gives more accuracy but takes more time, money, resources, etc).
Note 2: if you don't have the experience then ensure you get strong support from subject matter experts (SMEs):
Note 2: if you don't have the experience then ensure you get strong support from subject matter experts (SMEs):
- Tolerances and control limits – tolerance is the variation that is acceptable in relation to the project quality standards. When a variation exceeds the control limits this is considered unacceptable and some type of corrective action must be taken.
Another important concept is the ability to know where to prioritize your efforts, manage your expectations and the probability of success in terms of what type of work you are doing when trying to fix something that is not going according to plan (also known as something that has variance to what you expected to happen). A simple example how to group two types of work variances include:
- random cause – these are always present and individually are insignificant (people learn to live with them). Addressing these types of variances takes a great effort for a small value that will be received (e.g. train was as early as 2 minutes and as late as 5 minutes over the past week);
- special cause – these are generally unusual or atypical events that are often caused by a random unpredictable reason (not a flaw in the overall process) (e.g. train was late one day 15 minutes due to a mechanical breakdown).
Note: so based on the variance causes above, you will generally get more "bang for your buck" when addressing special cause variances. The approaches to the two types of variances will also be very different so ensure to understand that.
Tools - Quality Systems/Methods
08:03
Posted by jason tratch
PMTip - Collaboration & Communication
09:04
Posted by jason tratch
Top Project Challenge = Communication
Top Project Opportunity = Increased Collaboration
Reminder, you cannot have good Collaboration without good Communication.
In almost all project management conferences, they ask what are the top challenges or reasons of project failure and most of the time, Communication will be within the top 3. This is not only common to Canada but the world.
There is also irony in this, since we normally take for granted how communication should be sooooo simple. We often end meetings or assign tasks and end off with the statement: "Okay, is everyone clear, if not please speak up".
Then we think that we did our job by saying that silly statement. We forget that humans don't like to speak up when they feel dumb or they did not understand. Maybe 50% of the group understands and runs with it, 25% watches the ones running with it and then they are okay, then the other 25% struggle because it was not clear or formulate their own ideas to fill in the gaps they have and then go about doing their own thing (which often is not aligned with the initial plan).
I also am a coach for my kids hockey. When on the ice with kids, ready to do a hockey drill, it is amazing how often I have seen coaches give instructions, then end off by saying "Okay, is that clear, does everyone understand". And then there is silence - so Coach assumes it is clear. At times when I am on the ice, even I do not understand or the instructions were too long, but I am afraid to put up my hand to say, can you please explain it again or break it down into smaller parts.
Then sure enough, the coach blows his whistle and rushes all of us into the drill, the kids start the drill and over half are doing it wrong.... then the coach gets frustrated or just ignores it and half the kids get no growth or learning from the drill.
How do we learn from this and not get frustrated and try to do this with limited time and budget!!!! Also how do we deal with the growing need to leverage knowledge, skills, experiences, perspectives, interests, etc. from outside your normal team.
One exciting thing is that times have changed rapidly due to technology and more and more people understand what is a methodology or a system and what tools are available to support.
It does not matter if you are working on projects internally, or with other groups in the province or country or other groups outside your country...... we all need to have systems and expectations in place that will help us manage our communications......... and thus will enable more effective, efficient and value-added collaboration.
Key examples to help with communmication:
A great link that talks more on this is:
http://www.projectmanagementguru.com/communication.html
Top Project Opportunity = Increased Collaboration
Reminder, you cannot have good Collaboration without good Communication.
In almost all project management conferences, they ask what are the top challenges or reasons of project failure and most of the time, Communication will be within the top 3. This is not only common to Canada but the world.
There is also irony in this, since we normally take for granted how communication should be sooooo simple. We often end meetings or assign tasks and end off with the statement: "Okay, is everyone clear, if not please speak up".
Then we think that we did our job by saying that silly statement. We forget that humans don't like to speak up when they feel dumb or they did not understand. Maybe 50% of the group understands and runs with it, 25% watches the ones running with it and then they are okay, then the other 25% struggle because it was not clear or formulate their own ideas to fill in the gaps they have and then go about doing their own thing (which often is not aligned with the initial plan).
I also am a coach for my kids hockey. When on the ice with kids, ready to do a hockey drill, it is amazing how often I have seen coaches give instructions, then end off by saying "Okay, is that clear, does everyone understand". And then there is silence - so Coach assumes it is clear. At times when I am on the ice, even I do not understand or the instructions were too long, but I am afraid to put up my hand to say, can you please explain it again or break it down into smaller parts.
Then sure enough, the coach blows his whistle and rushes all of us into the drill, the kids start the drill and over half are doing it wrong.... then the coach gets frustrated or just ignores it and half the kids get no growth or learning from the drill.
How do we learn from this and not get frustrated and try to do this with limited time and budget!!!! Also how do we deal with the growing need to leverage knowledge, skills, experiences, perspectives, interests, etc. from outside your normal team.
One exciting thing is that times have changed rapidly due to technology and more and more people understand what is a methodology or a system and what tools are available to support.
It does not matter if you are working on projects internally, or with other groups in the province or country or other groups outside your country...... we all need to have systems and expectations in place that will help us manage our communications......... and thus will enable more effective, efficient and value-added collaboration.
Key examples to help with communmication:
- Treat it formally and professionally (respect it) - this is difficult since it comes naturally to all of us (like walking) however we can still use methodologies, planning and professional tools and techniques to improve it and take it to the next level (e.g. try to research speed walking and you will see how complex it can be and why it is also recognized as a professional sport - yes this will take effort and resources and it should be part of your operations and project budgets)
- Instill systems (a formalized approach as to how the communications will be carried out)
- Leverage tools and technology (simplest tools can include checklists, most complex tools include social media type softwares that link to back-end databases - you do not have to marry the tool or technology, use it for a project, get the value, then keep it on your belt for the future and move on)
- Have a plan with milestones when to continually review your systems and update/evolve them (your collaboration will start to grow and become more successful however, you will never reach perfection and will always have to work at it)
- Do not get frustrated and be patient, remember to have a good communication there are three parts that are fully integrated/overlapping: Sender - Message - Receiver. If the process is not successful, all three parts must take accountability since they all must blend together to be successful and there are always ways to improve any of the three parts - but we always must balance them in accordance with the priorities (e.g. time, money, quality, risk, etc).
A great link that talks more on this is:
http://www.projectmanagementguru.com/communication.html
Tools - PM Software Helping or Hindering
08:15
Posted by jason tratch
Type in a web search related to PM software and the responses are overwhelming.
It is easy to get confused as to what is a PM software. Essentially, almost any software can be considered a tool for Project Management, but we must be clear as to what is the focus of that software. What is the purpose, the value and the results that you want to achieve in relation to that software. So first you must look at your project, your company culture, the team and of course your personal internal knowledge, skills and experience.
It is rare to have one software meet all your needs for managing a project.
One of the first things to clarify, is when people use Microsoft Project software they often call that file the Project Plan. This is not a best practice. Microsoft Project is a great software for producing schedules, it can also be leveraged to produce multiple types of reports that can manage resources, earned value management and other scheduling associated aspects. If you leveraged Projecet Server, then you can also get into another level of enterprise project management. However, it is recommended that the best software for developing a project plan is a word processor type of software, such as Microsoft Word. From that type of software, you develop a master plan and subsidiary plans. Most of the time, the project plan becomes a folder on your computer desktop, from which you have multiple types of softwares that are used for each subsidiary plan that you develop. For example:
Type of Plan - Type of Software
The key thing to remember is that software will not manage your project. First you must have a methodology and a system, then you can look at how software will save on: time, money, resources, quality, efficiency, effectiveness, analytic capability, safety, claims, admin, stress, anxiety, intellectual property, lessons learned, templates, etc.
When properly used, software WILL bring benefits to how you manage projects. Be careful in that you do not have to bring in an entire ERP system even for very large projects. This is also a common error in that software turns projects into admin nightmares and the Project Manager becomes more of an administrator then a manager. We often see this in larger, more traditional based companies that follow very rigid internal systems and do not have a business model that asks for the ability to be agile, dynamic or adaptable. I have managed 100 million dollar projects with the softwares listed above - the key was the project systems that were in place.
Remember, strong PMs leverage software to enable project systems, processes, guidelines, policies and other PM tools.
A good link is below, touches on the theme of this post and also gives more examples of tools that you could utilize:
http://www.idealware.org/articles/six-views-project-management-software-0
It is easy to get confused as to what is a PM software. Essentially, almost any software can be considered a tool for Project Management, but we must be clear as to what is the focus of that software. What is the purpose, the value and the results that you want to achieve in relation to that software. So first you must look at your project, your company culture, the team and of course your personal internal knowledge, skills and experience.
It is rare to have one software meet all your needs for managing a project.
One of the first things to clarify, is when people use Microsoft Project software they often call that file the Project Plan. This is not a best practice. Microsoft Project is a great software for producing schedules, it can also be leveraged to produce multiple types of reports that can manage resources, earned value management and other scheduling associated aspects. If you leveraged Projecet Server, then you can also get into another level of enterprise project management. However, it is recommended that the best software for developing a project plan is a word processor type of software, such as Microsoft Word. From that type of software, you develop a master plan and subsidiary plans. Most of the time, the project plan becomes a folder on your computer desktop, from which you have multiple types of softwares that are used for each subsidiary plan that you develop. For example:
Type of Plan - Type of Software
- Master Project plan - Microsoft Word or Google Docs or Open Office
- Scope/WBS - Microsoft Visio or Power Point or Libreoffice Draw
- Time/Schedule - Microsoft Project or Project Libre or Open Workbench or Basecamp
- Cost/Budget - Microsoft Excel
- HR/Organizational Design - Microsoft Visio or Power Point or Libreoffice Draw
- Procurement/Security/PDF - Adobe PDF or CutePDF or Foxit or Nitro
- Risks - Mindmap or Mindjet
- Communication/Collaboration/Contacts - GoogleDocs or Dropbox or Chats or MSN or Facebook
The key thing to remember is that software will not manage your project. First you must have a methodology and a system, then you can look at how software will save on: time, money, resources, quality, efficiency, effectiveness, analytic capability, safety, claims, admin, stress, anxiety, intellectual property, lessons learned, templates, etc.
When properly used, software WILL bring benefits to how you manage projects. Be careful in that you do not have to bring in an entire ERP system even for very large projects. This is also a common error in that software turns projects into admin nightmares and the Project Manager becomes more of an administrator then a manager. We often see this in larger, more traditional based companies that follow very rigid internal systems and do not have a business model that asks for the ability to be agile, dynamic or adaptable. I have managed 100 million dollar projects with the softwares listed above - the key was the project systems that were in place.
Remember, strong PMs leverage software to enable project systems, processes, guidelines, policies and other PM tools.
A good link is below, touches on the theme of this post and also gives more examples of tools that you could utilize:
http://www.idealware.org/articles/six-views-project-management-software-0
Tools - PM breeds life-long learners
07:48
Posted by jason tratch
Project
Management breeds life-long learners. You always can learn from managing projects and being in a lead role within a project, no matter what industry or what level you are at.
That is the exciting yet scary thing about projects, you must be open to new approaches and adding new tools on your belt to always strive to "increase the probability of success".
Some example areas or subjects that a PM can focus on when planning their professional development (in no order of priority) include:
1)
Integration
Management – properly coordinate project work.
2)
Scope
management – ensure it is clearly identified what work will be done and what
are the boundaries.
3)
Change
control - enable new changes to be integrated into the plans effectively and
efficiently.
4)
Time
management – organize tasks to be executed in a sequential, efficient schedule.
5)
Financials
management – plan, track and budget project costs and expenses.
6)
Estimation
management – ability to leverage tools and techniques to attain accurate
project estimates (e.g. costs, resources).
7)
Quality
Management – ensure metrics and requirements are met.
8)
Resource
Management – effectively utilize the resources.
9)
Information
management – efficiently and effectively manage information that is collected
throughout the project life cycle.
10)
Risk
management – identify, assess and manage risks and other influencers.
11)
Procurement
(contractor) management – ensure productive environment and relationships
external to your organization.
12)
Issue
management – manage issues, effectively make decisions and rapidly act.
13)
Best
Practices – knowledge and understanding of global best practices in project
management, tools, templates, techniques and methodologies.
14)
Technologies
– ability to leverage technology and software to improve efficiency and
effectiveness and process automation.
15)
Organizational
design and planning– understand how businesses are structured and how plans are
set for the current timeframe and well into the future.
16)
Operational
Environments – what will the project work be handed off to and how will they
manage and maximize it.
17)
Business
acumen – professional understanding of business success factors,
entrepreneurial spirit.
18)
Legal
and contract Management – for the region business is undertaken.
19)
Sales
Management – ability to sell another on an idea
20)
Drama/Acting
– ability to alter oneself to communicate to others
The list can go on and on, a few more ones that are worth mentioning....
The list can go on and on, a few more ones that are worth mentioning....
21)
Document
control
22)
Graphing
and Analysis
23)
Business
Intelligence and data analytics
24)
Business
Administration
25)
Marketing
26)
Safety
27)
Accounting
and finance
28)
Environment
29)
Mathematics
30)
Engineering
REMINDER: your professional development plan is not maximized unless it is documented. You must be responsible for your career plan of professional development and document it and keep it updated over the many years that you work.
REMINDER: your professional development plan is not maximized unless it is documented. You must be responsible for your career plan of professional development and document it and keep it updated over the many years that you work.
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