About Russ Drury

Russ Drury is an AtTask consultant in the UK. He works with our customers across Europe, Middle East and Africa to implement AtTask into their organisations. With more than 3 years of AtTask implementation experience Russ shares his experiences, discoveries and best practices from the world of project management.

What Makes a Good Project Sponsor?

I was having a conversation with someone recently about what makes a good project sponsor because they were raving about the one they currently had for a couple of projects they managed. I found the discussion interesting because I’ve come across the best and worst examples of project sponsors in my 3 years at AtTask. After a rather lengthy conversation we concluded that there were three attributes that make a good project sponsor; influence, power, and authority. If a sponsor has one of those it was ok, if they have two its good, but if they have all three then you have a great project sponsor!

InfluenceInfluence occurs when a person or group affects what another person or group does or thinks. For the purpose of this post we’ll assume we’re only talking about people with a positive influence. When we talk about influencers on a project team it could be anyone from the guy with great ideas, to your project sponsor or even a stakeholder. Influence is often developed over time but is generally controlled as a substance of good will or a well held position or belief. Think about the people on your project team or in your office. Those who often have the most influence are the people who you get on well with or have a close relationship with. You’re more likely to value their idea’s or direction because you trust who they are and what their motives are. There are also those people who you may not have close relationships with but are able to explain an idea or instruction in such detail and order that it would seem absurd not to support or carry out the request.

Think now to your Project Sponsor, does any of the above apply to him or her? If the answer is ‘no’, then would someone who had such influence be more beneficial to you as a Sponsor? Would your Sponsor be more effective in the project role if they could influence you and others on the team?

PowerPower is the potential or capacity of a person or group to influence other people or groups. There is a very fine line between power and authority but the key to power is ‘potential’ rather than a ‘right’. To make things even more confusing power is also closely linked to influence in that if you don’t have the ability to influence others then your power is diminished. In a project team the Project Manager has the power (or discretion) to make decisions about how the project is to be run, managed and delivered but authority is needed to uphold those decisions and to enforce them.

Your Project Sponsor probably has power to do a lot of things within the organisation because of their position or job title, but so do the project team members. Project team members have power when they are required to perform a role or task that only they can do because of their specialist skill or knowledge. No authority has been given to them, and they may not have much influence over others, but because of the power that comes from their employment as an individual they can control the outcome of a situation. Take for example peer-to-peer performance reviews. If a the Project Sponsor asks you how Mr Project Manager is doing in their role, you have the power to give either a favourable or unfavourable review. Whether or not your review holds much credence will depend on your influence.

AuthorityAuthority is the power formally given to an individual or group to make and enforce a decision. This seems to be the most obvious attribute of good Project Sponsor. Authority can occur at many levels. In a previous job I used to be a system administrator for a project management system. My boss at the time (an ex-Army officer) would say to me “Russ, if any of the managers come to you saying they have to have a higher access level, I want you to say to them ‘Don’t confuse your rank with my authority!’.” Even though those managers were more senior than I was, I had the authority from my manager to control others access. I would hope that there are very few of you who know a Project Sponsor that does not have the authority to make decisions or to support those decisions which you have made. Unfortunately, because of the original conversation that sparked this blog post, I know there are.

As an evaluation of the roles on your project team try placing a dot into one of the circles in the diagram that best identifies their mix of influence, power and authority. Hopefully the Project Sponsor should be smack dab in the middle!

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Urgent vs Important

I found myself in an interesting situation a few weeks ago whilst working on an implementation with a new customer. We’d spent the first part of the week gathering requirements from each of the stakeholders and had begun to do the configuration of the system. The project manager (who would also be the system administrator), kept excusing themselves to go to meetings and take phone calls. This in itself isn’t all that unusual, and I appreciate everyone is busy, but it can often end up being to the detriment of the ongoing usage, adoption and management of the software.

The project manager kept telling me “I have to take this call its urgent”. It made me remember something I’d once read about confusing the difference between ‘urgent’ and ‘important’. In a project environment, confusing the two can impact the results you deliver and the timeliness of when you delver them. As in life if we get these wrong we can end up under-delivering or find ourselves out of time (late!)

When something is urgent it means that it has to be done right now. Urgent things may not necessarily be important though. Take my project manager who kept taking calls because they were ‘urgent’. It was urgent because the phone was ringing at that very moment and they decided to answer it. Whether or not what was happening on the other end of that call was also important, I don’t know. If you are in a project meeting to determine the next steps of a project and how to resolve key issues and your phone goes off, do you answer it? When you ignore the phone but 2 minutes later the same person calls again, you feel an increased urgency to answer because you assume it must be important. You dash out of the meeting to answer the call and its your colleague asking if you want to go with them for lunch!

When something is important it impacts results, performance or actions. Importance can often be an individual and personal thing as well. What is important to one person may not be important to another. As a project manager it may be important to you that each of your project team gets to have 1:1 contact time with you regularly. Its not urgent because you can have this contact time at any point in the week, but its important so that they feel motivated, part of the team, and stay on the right track with their deliverables. With my project manager mentioned above, when they came back into the room having taken a call they had missed something that had been said or something we had configured in the system. Those things were important. They found themselves often asking “when did we decide that?” or “why have you set it up like that?”. We’d then spend time repeating what had already been discussed whilst they were out of the room.

The diargram you see here illustrates how some things are important, others are urgent, sometimes they’re neither but often could be both. Prioritising the right kind of activities at the right time will have a huge effect on our productivity and ability to deliver. I would imagine we all too often spend too much time in the lower two quadrant’s and not enough time in the upper two quadrants. As an interesting evaluation of your productivity, write down all of the things that you did yesterday and see if you can place them in one of those 4 quadrants. Does the number of things you did in each quadrant give you an indication of your priorities of urgent vs important?

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Does an Agile Waterfall project exist?

DilbertAs I’ve mentioned a couple of times in previous blog posts, I love Agile project management. I think its a fantastic approach. Someone recently asked me if Agile could be used in all types of projects that they were running; marketing, sales, services. Now I know that it can be used and some people do use agile methodologies elsewhere, but my response is, and maybe somewhat controversially, "no!". In my opinion Agile works best, and should remain, within development/programming projects where it first originated.

Agile software development is iterative. Its based on the principles of releasing usable end products in smaller chunks and releasing often. In theory Agile is about sustaining a pace of delivering which is constant and indefinite. Working software is the primary measure of progress. Now based on that brief definition of Agile, do you think that applies to the [non-software development] project that you are working on right now?

With that said, I do believe that there are many principles within Agile project management that ‘traditional’ waterfall project managers can learn from. In the 2011 Scrum Guide Ken Schwaber and Jeff Sutherland describe what they call the ‘Three Pillars’ – Transparency, Inspection and Adaptation.

Transparency - "Significant aspects of the process must be visible to those responsible for the outcome. Transparency requires those aspects be defined by a common standard so observers share a common understanding of what is being seen." 

Who are ‘those responsible’ and the ‘observers’ in a waterfall project? The sponsor, the project manager, the project team, and the customer. Its important to ensure that there is a methodology by which everyone will work, understand and adhere to. Agile has a relatively straight forward standard for communication, structure and deliverables but this kind of transparency should also be made clear at the beginning of waterfall projects. If not included in a project brief, communications plan, or kick off meeting agenda, it should at least be identified in the company’s project management methodology. It is also important to clearly identify what is meant by ‘done’ (a subject I’ve discussed in a previous post) so that ‘those responsible’ and ‘observers’ know when they are finished.

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Inspection - "Scrum users must frequently inspect Scrum artifacts and progress toward a goal to detect undesirable variances. Their inspection should not be so frequent that inspection gets in the way of the work. Inspections are most beneficial when diligently performed by skill inspectors at the point of work"

Inspection is epitomised by the daily stand up meeting and, after the project is complete, a sprint retrospective. The daily meetings allow users to consult and discuss problems, barriers, plans and successes, to give an accounting of what they have done. For some hardcore scrum teams there may even be penalties imposed for not turning up to meetings! Most of the inspection I see in projects comes in the form of a periodic status meeting and a weekly status report. But with some lack of formalisation in these arrangements inspection events often fall victim to ‘prioritising’ other things. If project managers, or sponsors, could ensure that there were more frequent, possibly shorter, face-to-face inspection points I would suggest that it would be easier to ‘detect undesirable variances’ in scope, cost and quality.

Adaptation - "If an inspector determines that one or more aspects of a process deviate outside acceptable limits, and that the resulting product will be unacceptable, the process or the material being processed must be adjusted. An adjustment must be made as soon as possible to minimise further deviation."

Agility. That’s what its all about. How quickly can you manage deviances outside of tolerance and then how quickly can the impact of that deviance be mitigated, managed or resolved. To quickly adapt to such change you have to have already defined what your agreed tolerances are and how they will be managed. A change management plan will assist in the process and is essential to minimise, or at least manage, scope creep. In Agile, there’s nothing wrong with deviation or adaptation but there is a clear understanding that with a finite amount of time available there is a decision to be made on the opportunity cost of doing X over Y.Dilbert

Agile is quite a disciplined approach which probably accounts for the success it has had in software development. That same discipline required has also been the reason why so many have failed to embed Agile and have returned to waterfall.

If you’re trying to run [a non software development] project using Agile or Scrum, I would be interested to hear how you are getting on. If you’re not running a project using Agile though, do be open minded, and see if you can adopt Agile principles in your future projects. For further suggestions refer to the Agile Manifesto

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The Art of Simplicity

DilbertRecently I have been working with 2 large customers to implement their project management software and both of the implementations have moved at different paces. Of course there are many factors which contribute to the speed at which we are able to work but the one factor that stands out to me the most is the position each has taken on the complexity of their configuration.

 

Company A has several processes involving large numbers of gates, approvals, forms, reports, inputs and people. Company A has matured its processes over time and have developed a very admirable methodology and approach to delivering projects, so I’m not disputing the necessity. Due to the nature of their work some would argue that they need this maturity in order to get the work done.

 

Company B on the other hand has slightly fewer processes, but of those processes each one requires fewer steps, sign-offs, stakeholders and documentation. Again it is fitting for the nature of the work that they are doing nevertheless it is simpler.

 

In working with both companies I have observed that it is Company B who has been able to realise some of the benefits of using an on-demand project management tool much faster. I would like to highlight three areas where ‘keeping things simple’ has enabled us to create an advantage in implementing the software and getting good adoption.Dilbert

 

Project Plans. How much detail do you really need in a project plan? If you’re project lasts 6 months do you need 400 tasks? Probably not, you can probably plan out the same project with less than a quarter the number of tasks. Think about the value each of those tasks in your plan adds, if its low then cut them out. If you’re designing a template for repetitive projects to be based on then think about what is necessary, not only for the project manager to have to maintain but also for the purposes of reporting. If it takes as long for you to update and report on all of the tasks as it would for you to actually complete the task then your project plan is too complex!

 

Processes. I’ve seen some unwieldy project processes in my time. I think sometimes people can get a little carried away once they’ve learned how to use Microsoft Visio and so end up producing page after page of process flows. Remember that when you are designing a process it has to be followed by the rest of your user group. Not only that but they will inevitably have had just a fraction of the training and introduction to the process. Complex processes get in the way of actually getting work done, they slow down the execution of work which may otherwise be relatively straightforward. I understand the need for guidance and structure but sometimes the end user is a good judge of what works well and what doesn’t. Consult them.

 

DilbertConfiguration. Back to the subject of configuring project management software, keeping the setup simple to begin with will enable users to pick it up faster and start do the things that will get you results sooner. Yes the software can probably do complex things but every person has their own learning process. We’ve all heard of the saying ‘learn to walk before you run’ and the same can be applied here too. Start with the things that you know will be adopted quickest and easiest and once the user group matures a little then you can introduce the more complex stuff.

 

Simplicity is underrated whilst complexity is overstated. In the words of Albert Einstein… “any intelligent fool can make things bigger, more complex, and more violent. It takes a touch of genius, and a lot of courage, to move in the opposite direction”.

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The Importance of Side Projects

DilbertEarlier this week a smarter and more technical colleague of mine re-tweeted a great blog post called ‘The Importance of Side Projects’. I loved it so much I wanted to highlight some of the main points and add my own views within the context of my work.

 

The author, Eric Himmelreich (@rawsyntax), is a programmer and its with programming in mind that the blog post was written. However I think the same principles are fundamental regardless of what type of project work you do.

 

Pretty much all of the projects I work on are external customer-facing software implementation projects. However from time to time I will create my own side project to keep my knowledge of the software at a high level, keep my creative juices flowing, or simply just to keep me entertained.

Every implementation project I do is different, some can be very time demanding, require a great deal of research and stakeholder management, where as others can be straight-forward and a rollout of best practice approaches. I like to do side projects though because it enables me to contribute to other peoples work, learn from what they do, and increase the value of my own regular projects through continuous learning and improvement. For me, writing this blog is a side project and I take great enjoyment from it!

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One of Eric’s first reasons for running a side project is “There’s no reason to worry about bugs or performance issues because it’s just a side project. You’re not depending on the project to pay your bills.”. How true is that! When the pressure isn’t on to deliver something I find myself acting with greater freedom and creativity. Without a set of requirements I sometimes surprise myself at what ingenious things I come up with. When that happens I can then apply those lessons learnt back to my customer projects.

 

Side projects require creating from scratch on a regular basis. I love this step because I get to step back and take everything I’ve learned and put that into creating a new (and improved) project”. The project work I do employs the same process or skills over and over again. When I’m working on my own side project I can start from whatever point I want and, as Eric suggests, employ everything that I’ve learnt before and push the boundaries in a new direction.

 

“Work on your passion. Work on something that is fun. If you’re a developer who is about to burnout because you don’t enjoy what you’re working on, try creating your own side project. It will remind you why programming is fun”. Its not often that I come across Agile project management in the implementations that I do, but as a concept I love it. At the moment one of my side projects is Dilbertbased around using Agile as an alternative project management methodology and because I find it fun and interesting I’m engaged in developing something that I can use again.

 

One of the greatest examples of side projects I often tell people about is the phenomenon known as ‘Google Fridays’.  Every Friday Google allows its employees to work on whatever side project they want. They encourage freedom from their every day work to go and work on something different, knowing that if they allow their employees to do this great things will happen. As a result we now have such priceless tools as Google Street View.

 

The key to side projects is freedom. Freedom from control, from requirements, from reporting, from timelines. Freedom to create something new that will ultimately go on to benefit your regular projects. People are smart and creative but they need that freedom to unlock their potential.

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Are We ‘Done’ Yet?

DoneAs a Project Management Consultant I love to read blogs by others on key problems that I face every day in my role implementing project management software. Yesterday I came across a great post by Rally Software, an Agile software provider, which summarized a Q&A webinar about Agile they recently held. I admire the way the Agile methodology has been established, because it seems succinct in its approach, which is why I was particularly interested in the questions defining what ‘Done’ meant.

 

I then read another blog post by Elizabeth Harrin called ‘Implementing Lessons Learned’ and thought to myself… “a Post Implementation Review? wouldn’t that be nice!”. When I thought about the two blog posts together I realized that one of the common problems I see in projects is project teams failing to identify when something is finished and then never actually finishing it.

 

DilbertAs a former Knowledge Management university student I hang my head in shame a little and have to admit that I don’t always finish a project with a post implementation review and the production of a lessons learned document. Its not that I don’t want to, I see great value in them but its more a case of knowing at what point you are ‘done’.

 

In order to establish an understanding of what ‘done’ means (just like a story in an Agile sprint will) you need to have clearly defined objectives and critical success factors. These need to be established by working with the Executive Sponsor and the key stakeholders. The objectives will identify what you want to achieve from the project. The critical success factors will identify how you will define success i.e. ‘this project will be considered a success when… ABC’. Critical success factors are somewhat similar to benefits though in that they may not necessarily be realized until some time after the project is complete, but in establishing those critical success factors you will be able to see if what you are working to complete will actual bring about success.

 

Another key to identifying an end point of the project is (and this may sound obvious) building a Dilbertproject plan at the beginning and managing that throughout the lifespan of the project. That includes planning in the important post implementation review. There’s nothing in the project management rulebook that says a project can’t change their timeline, so don’t throw it out the window if the project falls behind. Update the plan an identify the new end point, including a post implementation review.

 

The best project managers I’ve need worked with are engaged and committed to the project from beginning to end, recognizing that the achievement of the critical success factors are positively correlated to how much time they put in and how closely they manage the project. However, I also see project managers lose interest and become preoccupied with ‘more important’ projects once the configuration of the software is complete because they feel that their role of gathering and communicating business requirements is ‘done’. The project loses momentum, fizzles out and nobody is quite sure what happens next.

 DilbertMy definition of ‘done’ for a company implementing project management software is that the software has been configured in such a way that the objectives have been achieved, the users have been trained both functionally and emotionally understanding what to do and why they do it, and those users are then using the software in such a way that the critical success factors can be achieved.

 

Whatever your definition of ‘done’ is, make sure it is clearly defined and communicated, and that the person responsible for getting it ‘done’ is held accountable right to the end.

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Mission: Impossible

DilbertRecently I was working at an organization where I saw reference to the company mission statement. It caught my eye and I went back to read it. Later I asked a couple of the people I was working with “what does the mission statement mean?”. I asked the question because I liked what it was trying to say but, like so many other mission statements, it was full of confusing buzz words and corporate phrases. The response I got back wasn’t entirely unexpected… “I don’t know, management sent it out a while ago”. Still intrigued, I followed up with a further question “is it supposed to reflect what the company does?”.  The next response was just as dismissive as the first… “To be honest, they change it so often, nobody really cares what it says. It has very little meaning to us”. And with that I left it.

 

I guess one of the reasons I picked up on the Mission Statement was because of something I once read. I have several Stephen R Covey books on my bookshelf at home which every so often I’ll pick up and flick through but never really read from cover to cover. In his book ‘The 7 Habits of Highly Effective People’ Covey talks about Mission Statements in a way that has always stuck with me. I can relate many of his pearls of wisdom to this recent experience.

 

Unfortunately this isn’t the only experience I’ve had of empty or spurious Mission Statements. I’m sad to say that some of the organizations I’ve worked for in the past have also wheeled out the odd buzz-word infested Mission Statement from time to time.

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Covey tells a story of how a hotel chain he worked with developed their own Mission Statement that was not only recognized but also lived. He starts out “To be effective that [mission] statement has to come from within the bowels of the organization. Everyone should participate in a meaningful way- not just the top strategy planners, but everyone.” How many Mission Statements have you ever been involved in creating?

 

Covey goes on to say “One of the fundamental problems in organizations is that people are not committed to the determinations of other people for their lives. They simply don’t buy in. No involvement, no commitment. [When this happens] you have a significant motivational problem which cannot be solved at the same level of thinking that created it

 

If someone isn’t motivated, they will still work but they won’t give their best effort. The management of their own work becomes laborious and less effective. If people buy into a goal, and want to put in their best effort, the results achieved will be much greater.

 

DilbertCreating an organization mission statement takes time, patience, involvement, skill, and empathy. It takes time and sincerity, correct principles, and the courage and integrity to align systems, structure, and management style to the shared vision and values. An organizational Mission Statement – one that truly reflects the deep shared vision and values of everyone within that organization – creates a great unity and tremendous commitment

 

If you’re in a position to write a Mission Statement why not think of turning over the task to those beneath you. Your organization. Your department. Your team. Your project team. See what they come up with. If you don’t have anyone beneath you, write your own Mission Statement. And live it! Values and principles that have been developed by those that will live them will yield a happier, more effectice, team of people in the long run.

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PM Certification; Which road to travel?

The words of poet Robert Frost “Two roads diverged in a wood, and I— I took the one less traveled by, And that has made all the difference” have often led me to think of the choices I make in life, none more so than in my career.

DilbertDuring a live podcast held at the AtTask User Conference in Utah a few weeks ago Ty Kiisel asked The Critical Path’s Derek Huether “which project management certification is most important?”. Almost immediately Ty followed up with a rephrased question that led the conversation down a different path. It’s a shame because I was interested to hear the answer. It’s a question I’ve asked myself from time to time when considering which direction to travel next. I wanted to use this blog post to briefly outline my observations and views on the different options.

 I currently hold a Prince2 Practitioner certification which is widely seen as the prevailing standard for Project Management in the UK, Australia and many parts of Europe. Being employed by an American company however great emphasis is placed on PMI’s Project Management Practitioner (PMP) certification as ‘the way’ to be followed. As I work with a variety of businesses and organizations I also regularly come across evidence of Agile, a methodology favored more specifically by those of the software development persuasion, but also used in some other adapted forms. Its therefore led me to think, which one is most important?

Prince2, originally developed for the UK Government over 20 years ago, requires individuals to Dilbertpass an exam that first certifies at a Foundation level, followed by another exam to become a Practitioner. Having been achieved as part of a week long course then needs to be renewed every 5 years through retaking the exam. No prior experience is required although if you have little or no experience individuals will find passing the exams much harder.

PMI’s PMP on the other hand requires a much more rigorous process for qualification and certification at the Practitioner level. Based on prior demonstrable project management experience, and a significant commitment to personal study, the Practitioner is required to recertify every 3 years through the completion of ongoing personal development opportunities.

 

In the Agile world the Agile Alliance runs training courses for a ‘Certified ScrumMaster’. Attendee’s are taken through the best practicies and approaches of Agile and Scrum before inviting them to take “a short certification exam”. After this they are then recognized by the Alliance as being certified. No prior experience is required to complete and seemingly very few employers look for it, at the moment.

 

DilbertWhen I finished University with a degree in Business Studies I thought I would have to tote around my degree certificate providing evidence to any potential employer of the final grade I achieved. Did I? Never. It was enough to simply say I’d been. Is it not the same with Project Management Certifications? Having a Prince2 certification certainly provides credence to my resume, it demonstrates I am aware of best practice and can talking knowlegably about it, but how much does it actually change who I am as a Project Management Consultant. Likewise would the PMP make me a better consultant? Possibly. It would add value to my standing in front of others, but wouldn’t it also if I gave a list of successful project software implementations I had done for large brand name companies? Wouldn’t I be better off adding another string to my bow and become a Certified ScrumMaster, rather than gaining a PMP certfication? would the variety of knowledge provide better value?

 

I could hypothesize the pro’s and con’s of each project management certification for hours (along with those I haven’t even mentioned), and I know some bloggers try to, but my only objective of this post was to question the status quo. Is what we think is ‘the most important’ really the best road to travel?

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Making The Best Use Of Consulting �� Part 2

Continuing on from my first blog post on Making The Best Use of Consulting, I would like to conclude with the next 5 suggestions I have for using consultancy time when implementing PPM software.

Dilbert6. Have a clear understanding of what you do
Understanding what you do goes so much further than knowing what you want (discussed in my last post). When I say what ‘you’ do, I don’t mean YOU, I mean your organization. In order to understand this you have to have done your homework (read: requirements gathering) and to have worked with all the key stakeholders and users of the PPM software to understand what their individual, team, and process requirements are. The Consultant will help with this, but if you can’t articulate the requirements, the project will take much longer.

7. Dedicate the right resources and their time
There are two very important points here. First, the right resources. The right System Administrator will have a good mix of technical knowledge and business knowledge. A user champion or key user likewise. In addition to these you may well need to have a Project Manager to manage the implementation. Sounds funny, but it is a project after all. Second, time. The System Admin and Project Manager roles will need to spend significant time with the Consultant, most notably the System Admin, to really understand what it is that’s being done. This doesn’t end when the Consultant leaves either. The System Admin will then become the owner of the tool, and will need to know the in’s and out’s of the configuration, and the Project Managers job typically won’t finish until all user groups have been trained and are ready to use it.
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8. Make all resources available for training
If you want the implementation to progress smoothly, I suggest you give everyone plenty of notice as to when they will be required for training with the new PPM software. The number one cause of delay for an implementation project, in my opinion, would come from not having the right people trained ready to use the tool when it’s set for rollout. If you’ve paid someone to come in and train your Pilot team then having the users prepared and briefed on their responsibilities will be important.

9. Prepare information and data
Once you have your newly configured PPM software ready to go, you need something to put in it. Don’t underestimate how long it can take to prepare the information and data ready to populate the system. As soon as you make contact with your Consultant ask them “What information would you like me to gather together?” because you can be doing this whilst all of the early requirements analysis and configuration is going on. Often information on project based work is spread across numerous locations; document repositories, e-mails, share folders, in peoples heads! and it can be found in various formats; project plans, spreadsheets, paper.

Dilbert10. Have a plan
Just like any other project, implementing Project Management tools will require a project plan. A consultant will certainly help to construct that plan, providing best practice and experience, playing an important role in defining the timeline, but inevitably there will be more work to do than just the time you purchased the Consultant for. Make sure you have planned what will be done when the Consultant leaves.  It’s your project. The first four weeks of the implementation are like open heart surgery, the next four months are like intensive care!

My 10 suggestions are by no means an exhaustive list of the only things you have to do to make the best use of a Consultant’s time, but if you take on board each of the points discussed and plan accordingly, you stand a much greater chance of seeing immediate value from your engagement.

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Making The Best Use Of Consulting – Part 1

My thoughts surrounding this blog post relate to a few recent implementations that I’ve been involved in that could have made better progress had some preparatory factors been taken into consideration prior to my visit. For this reason I would like to suggest 10 ways that an organisation can make the best use of a consultants time when engaging for a PPM software implementation. This blog post will discuss the first 5.

Project Planning1. Identify the benefits and communicate them
If nobody understands the benefits of the software then you’ll find users frequently asking "why are we doing this again?". The benefits have to be clearly visible and quantifiable to act as a driving force. Understanding them at a senior level is not enough. Once identified the benefits need to be communicated to all who will be using the software so they know why they are using it. Give them some background as to the problems you currently experience and why its important to the organisation.

2. Ensure there’s a mandate
Related to the previous point, obtaining a mandate will be crucial. Having obtained the mandate the senior manager or executive then needs to show their support. Not just once, but continuously. If the implementation isn’t backed often enough by somebody with sufficient authority then users will assume its not as important as they were first told. One key way of ensuring the mandate is ever present, and effective, is to involve the senior figure in all stages: requirements, implementation, roll out and ongoing usage. If the person mandating the software doesn’t see the benefit to themself there’s a fair chance they will forget about it down the road.Project Planning

3. Identify the core team and key stakeholders
Implementing project management software is more than a one man job, you’ll need the involvement of people from several areas. Like I said in my previous post, silo’s are for farmers. The core team needs to consist of at least two users who will act as system administrators. On an ongoing basis this is likely to involve a significant amount of at least one of those people’s time for training and general user support. In addition to system administrators you will need to have a key stakeholder who can represent the needs of each team the software will be used in. If none of those users fit the role then you will also need someone to project manage the implementation, again someone with a bit of authority.

4. Complete the training first
The purpose of training is to bring your level of knowledge up to a level not too distant from that of the consultant so that when they tell you about what they are doing, you understand them! Not just that, product knowledge gives you greater input on the design and things you would like to see the software do, if you know what the project software is capable of. This will not only help you in the beginning but will also be a huge benefit when the consultant leaves—you’ll be able to hit the ground running. You’ve heard the saying “Give a man a fish and feed him for a day, teach a man how to fish and feed him for a lifetime”? Think of the product training as your fishing course.

Project Planning5. Know what you want
Understand what it is you want to achieve by having the project management software in your organization. For this you need to identify the pain points and critical success factors. At a high level this will be important to know, but you also need to have a clear idea of the detail as well. What is it exactly that you want the report to show? What is the data you want recorded for each project? Who will be involved in your key processes approval steps? Even a relatively immature project management practice will have detailed requirements if you think hard enough about it.

Look out for Part 2 of  ‘Making The Best Use Of Consulting’ with the next 5 steps for getting the best out of a PPM implementation.

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