About Josh Custer

Josh Custer - Software Product Manager, Accidental Project Manager, Process Bootstrapping Specialist, and Avid Gabber. I have had a unique opportunity to learn project management by building solutions for project managers. My blog will cover topics from the purpose, value, and process of portfolio project management, to innovative approaches to work management. I also like to focus on the skills and talents that successful project managers all need to develop.

Working With Stakeholders: A Few Tricks From The Trenches

My last blog post addressed how the unique organizational position of a project manager has required me to develop powers of influence rather than trying to attain more direct authority. In this post, I want to focus on the importance of stakeholders, and share some strategies I have learned to successfully influence them.

A fact of life for a project manager is that every project has stakeholders. These individuals come from various backgrounds, and have diverse interests. Managing the stakeholder relationships has been one of the greatest challenges to my success as a PM, because they have such an immense impact on the project life-cycle. Committed stakeholders are critical to project success. They help me in ways ranging from garnering financial and executive support to defining scope and success metrics. In essence, they make my job as a project manager much easier. On the flip side, resistant stakeholders often distract decision makers, erode project support, delay, or even kill my projects. Few things are as detrimental to a project than a detractor. Here are three tasks that have helped me ensure stakeholders are on my side:

  1. Identify key stakeholders early
  2. Understand their perspective
  3. Determine an influencing strategy

Identify Key Stakeholders Early
When identifying key stakeholders, I ask myself a few questions.

Who stands the most to gain or lose from the successful completion of this project? They have the most skin in the game, and will most likely be the best person to start with. They will be either the easiest or hardest stakeholder to win over depending on their disposition.

Who is the most important decision maker? At the end of the day, there is always one person who has the final say on my projects. In my situation, most projects are pushed through the CTO, so I don’t need to look very hard. In larger organizations this may not be so clear cut. Nevertheless, you need to find that person, because they need to know who you are and that they can trust you with this project.

Who is the most persuasive stakeholder?
This person may not have the biggest title in the room, but they just might have the sharpest mind and best connections. They can get into offices that you can’t. This person can be invaluable in winning over the crowd.

If they all happen to be the same person, all the better.

Understand Their Perspective
I believe it is critical to get face time with key stakeholders and identify what they believe are the goals for this project. I find out why they feel the project is necessary (or even unnecessary), and any concerns they have. We may not always see eye to eye on all the issues. That is fine. What I am looking for intelligence that I could use to better craft my arguments and strategies for getting them in my corner. This process also gives them the opportunity to vent and build trust in me at the same time.

I’ve found that getting in front of key stakeholders early and often may be the most important task of a project manager during the planning phase. Few things are more painful than planning a project, showing it to my boss, and having him throw out a week’s worth of work or more. The problem is I didn’t take the time to understand how he perceives my project. This frustration is generally removed when I make sure that we are on the same page from the onset.

Determine An Influencing Strategy
After I have done all the ground work for finding and understanding my stakeholders, I then create an influencing strategy. Here are three tricks that I have found work best:

  1. Consultation – Stakeholders want to feel invested in the project. One of the best ways to accomplish that is to enlist them as chief consultants during planning and execution. When I get them involved in the process early and value their contribution, they are as invested in the project as me. Failing to bring them to the table early, has often spelled doom for garnering their favor during execution.
  2. Rational Persuasion – Stakeholders appreciate understanding the why of what I am doing almost as much as the how. While I was busy understanding their perspective, I had a chance to identify their reservations about the project. I use this information to craft logical arguments to alleviate those reservations. If possible, I provide as much factual evidence to bolster my position.
  3. Exchange – Sometimes no amount of persuasion or consultation will convince them of my position, so I prepare to compromise when necessary. I separate the key elements of my projects from those that are optional. I work with stakeholders to reduce scope or modify the goals. This hopefully brings them to a state when they can go all in on the project.

 One quick caution – refrain from strategies that include coalition tactics, or pressure. These can often backfire and could spell disaster for not just your project, but your working relationships and employment with the organization.

In the end, I’ve realized that portfolio project management isn’t just about PPM software, Gantt charts, and work management, it is really about people. As I have focused on winning over people, especially key people like stakeholders, then I have found myself well on the way to a successful project delivery.

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Developing Authority vs Influence as a Project Manager

I recently attended a PMI chapter meeting that got me thinking about the challenges project managers encounter while attempting to guide their projects to successful completion. The guest speaker, Ken Sardoni, discussed how project managers usually don’t have a lot of authority in the same way a department head has authority. Instead, he pointed out that project managers are perfectly positioned to influence up and down the chain of command. To put this another way, project managers are well equipped to be good gardeners. They can’t command the plants to grow, but with their nurturing influence the garden can thrive. My experience has shown me that good project managers do not equate power with growing authority, but rather focus on developing power through their influence.

I will use the next few blog posts to explore my ideas around how to increase your own influence as a project portfolio manager, and make project management an art form in diplomacy.

Sources of Power
To begin I’d like to focus on a couple sources of power that project managers can tap into to develop their own sphere of influence.

  1. Connection-based
  2. Expert or Informational-based
  3. Charismatic

Connection-based
Use your network! As a project manager you are probably not the person who signs the checks, sets the budget, and creates corporate strategy, but you probably work closely with that individual. Project managers frequently rub elbows with executives, directors, and other key decision makers.  That face time is priceless.  You have the ears of decision makers, make sure your project successes and challenges are heard by them.  To prepare for these opportunities, you should always be prepared with a 30 second pitch on the problems, challenges, and opportunities of your project. For longer discussions, expand that pitch into a 3-5 minute chat on your project based work.

Expert or Informational-based
Experts are those individuals who have invested the time and energy into their careers to be recognized as the ultimate source of information and insight in their field. On a smaller scale, you need to be the expert of everything related to your projects. Both your colleagues and employers need to have confidence that you know what you are talking about, and that you are the person best suited for the role of project manager.  Being the expert is knowing the status, challenges, and opportunities of you project. Tools like PPM software can help you accomplish this. Online project management tools, help you keep your whole team up to date, and allow you to easily broadcast this information out. Tools are not the end all be all though.  You still want to know the inner workings of your project just in case an executive stakeholder, stops by for an informative chat.

Charismatic
I personally like this source of power, because I see it as a way to battle the prevailing stereotype of a mousy, introverted, control-oriented project manager. Look, project managers need to be out in the trenches, talking with stakeholders and team members. It is a lot easier to persuade others, seek counsel, and problem solve if you like people and they like you back. If interpersonal skills are not your forte, start a book club, take a self-improvement class, volunteer at a retirement home!. The more your get out and interact with people in unexpected ways the easier it becomes, and the more interesting to others you appear. Never underestimate the power of personal charisma in winning over even the toughest opponents.

With these three sources of power under your belt, you will start to see new avenues to influence those around you. As your influence increases, others will come to trust you more, and seek your input on critical decisions…many of which will impact the success of your projects.

 

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Three Elements to Being A Great Project Manager

‘Tis the season for Bowl Games!  As the end of the year approaches, I always get excited for the end of the professional and collegiate football seasons.  In these frigid months, the nation gets to see teams divided up into champions, contenders, and pretenders.  Through my experience with the sport, I have learned that contenders don’t become champions teams unless they have the following three elements: good coaching, consistent practice, and a good game plan.  These three elements prepare a team to face their opponents, and enable them adjust to the changing conditions of the playing field.

While these three elements are critical for football teams, the same can be said of project managers. Project and portfolio management is a dynamic field that requires good mentoring (coaching), experience (practice), and best practices (a game plan).

If I were starting out as a new project manager, the first thing I would be looking for is a mentor to show me the ropes.  It is unrealistic to assume that I could figure out project management all on my own.  A mentor would be invaluable. They have been through the rounds, taken their knocks, and have a wealth of knowledge that I could draw from. With a mentor, I would be able to work through project management challenges with a seasoned veteran.

Some of you may be thinking, “I am the only project manager at my company. Where can I find a mentor?” Have you tried to find your local PMI chapter.  How about doing a group search on LinkedIn.com.  Using the key words Project Management, I found 850 individual groups. These groups are brought together for communal learning and support. Leverage your networks!

I’ve always liked the idiom “Practice makes perfect.” It speaks to the core of how success is built upon consistent effort and perseverance in the face of failure. In my experience there are very few career paths where the need for practice is greater than project and portfolio management. The balancing of budgets, schedules, and scope with the unpredictable impacts of corporate politics and strategy almost require project managers to make a lot of mistakes before getting it just right. I found that as a new project manager, I needed to start out with small projects (limited scope, budget, and schedule).  As my experience increased, I had the skills to expand my efforts into larger and more complex projects.  After each project was completed, I have tried to take an inventory of two things:  What did I do well?  What did I do poorly?.  Using these two lists, I have committed to working on two to three things for the next project.

Finally, a project manager needs a good game plan. Luckily, there are abundant sources for project management expertise and best practices. Project Management organizations like the Project Management Institute, and the International Project Management Association provide resources and certifications to ensure that a common set of PM standards are promoted.  I also have found that PPM software has its place in producing and executing a game plan. This type of software gives project managers structure to their work, encourages project management best practices, and provides a set of project management tools. Additionally, PPM software helps project managers align their projects with the overall corporate strategies of the executive team.

Now I wouldn’t consider myself an expert project manager, in reality I am far from it. However, I have recognized through my experience and interaction with project managers all over the world that project management is an art and it takes many years to master. If you want to get there faster, then I would strongly recommend the formula used by winning project managers everywhere.  First, get a mentor to hold your hand. Second, get meaningful practice; start with small projects and improve on two or three skills with each project. Third, follow project management best practices, and use tools to help you do that.

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Aligning Work With Strategy

I believe the mantra of most companies today is “Work, work, and more work.” While not necessarily a bad mantra, as most people are being paid for that work, I feel that is fails to address a critical need of aligning project based work with an over-all project and portfolio management strategy.  Now you might not question that work needs to align with strategy, but you may be wondering why it is critical.

Brent Petersen and Gaylan Nielson point out in their book “Fake Work”, that project based work that does not align with a strategy is non-essential because it is not getting you any closer to accomplishing your strategic goals.  They term “fake work” as work not aligned with strategy and goals.  It looks like real work to your employer and feels like real work to you, but in the end it is not time well spent.

The problem is nearly ubiquitous in organizations around the world, and executives are hard pressed to find a solution.  The executive’s problem arises from an inaccurate paradigm.  They know their organization’s strategy, they helped create it, and so they don’t understand how their employees may not understand or align with that strategy in kind.

An answer to the problem of broadcasting organizational strategy and making sure all work aligns with it is Enterprise Portfolio Project Management Software.  A tool like @task helps organizations define their corporate strategy, and ensures that the project investments align with that higher vision.  This in turn aids Project Managers in creating project plans that don’t waste time on “fake work”, but on legitimate project based work that focuses on getting done the work most essential to the enterprise.

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Portfolio Management Rocks

In today’s market, it is increasingly important to focus on matching a winning strategy with your resources. With all the projects that you could do, you have to ask a myriad of questions like:

  • What is my overall business strategy?
  • How do I compare projects against an overall business alignment?
  • Which projects best meet my needs?
  • How many projects can I financially support in terms of cash and human resources?

How can you possibly keep track of all this information? Enter the @task’s enterprise solution for Portfolio Project Management. PPM software is the best tool to organize your portfolio management and project management efforts.

Why aren’t project management tools enough? While you can accomplish work management with your project management tool, it doesn’t reconcile strategy with execution. PPM Software will pull back the covers on where you want to go and how to get there.

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