The Big Three Steps to Manage Project Quality

Being a Project Manager is a tough job! You not only have to produce the deliverables on time and within budget, but you also need to ensure that they meet the quality expectations of your customer. To do this, you need to define and execute a quality management process.

By implementing a quality process within your project, you will not only be able to control the level of quality of your deliverables, but you can also provide your customer with assurance that the project will result in a solution which meets their expectations.

Formal quality management is hard to implement. It takes time and a lot of work. Fortunately there are not a lot of elements to a quality management process. In fact, there are three.

Step 1. Create a Quality Plan

Before you begin to manage quality on your project, you should first create a Quality Plan. The Quality Plan describes how you will understand quality requirements and expectations, quality tools, quality roles, how to measure quality, how to validate process acceptance, and more.

In particulate, the Quality Plan describes the overall quality control and quality assurance steps you will implement to ensure quality.

Steps 2: Control the quality of your deliverables (quality control)

Quality control (QC) activities are those that focus on the overall quality of the deliverables being produced. Quality control is usually the responsibility of the project manager and the specific person responsible for a deliverable. Examples of quality control activities include:

  • Deliverable reviews (also called peer reviews)
  • Product checklists
  • Testing

Quality control is also called “inspection”. The deliverable must exist in some form to validate its quality level through inspection.

Steps 3: Assure the quality level of your deliverables (quality assurance)

Quality assurance (QA) refers to validating the processes used to create deliverables. It is especially helpful for managers and sponsors. Managers may not have the time or expertise required to validate whether deliverables are complete, correct and of high quality. However, they can discuss the processes used to create the deliverables to determine if the processes seem sound and reasonable.

Overall, project quality is obtained through quality planning, having good work processes (QA), and checking the results to be sure (QC).

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Are your projects less than successful? Contact us today to discuss implementing solid project management practices in your organization.

Six Reasons You Need a PMO

We all have many wants in our lives but only a handful of needs—food, clothing, and shelter being the top three. Similarly, companies may want many things, but really only find a few things absolutely necessary for survival. A Project Management Office (PMO) should be at top of that list of priorities, along with sales, profits, and growth. Read on for the:

Six Reasons You Need a PMO

  1. Consistent Methodology – The bane of many organizations is when departments and groups develop home-grown ways of completing projects. Some processes may work beautifully, some may work terribly; the point is that none are consistent with each other or across the organization. You need a common project management methodology. A PMO allows everyone in the company to speak the same language and follow consistent processes.

  2. Economies of Scale – It’s not uncommon for a company to have a half dozen or so timesheet or project management applications within a company, each with its own financial cost for implementation and training personnel. A PMO implements affordable and sustainable enterprise-wide solutions.

  3. Objective Opinions – Departments running their own projects can sometimes be compared to a fox watching a henhouse. Project sponsors may be looking for the current status of a project, but a departmental project manager may stretch the truth just a bit so that their department is viewed in a favorable light. A PMO provides an unbiased and objective opinion regarding the status of a project. This is invaluable to project stakeholders and executives.

  4. Perpetual Improvement – A PMO is always on the lookout for new and better ways to get things done. They have the benefit of aggregating lessons learned from previous projects and the missive of implementing those best practices across the organization. Additionally, there are countless opportunities for project managers to continue their education and bring newfound knowledge back to their companies.

  5. Transcends Departments – “Why can’t we all just get along?” is a common refrain in many companies. One department may go head to head with another department over unrealistic demands or unreasonable timelines. A PMO can mediate their heated conversations and keep everyone focused on the bigger picture. Members of the PMO can facilitate sessions between departments for the purpose of identifying root cause and coming up with alternatives.

  6. Reduces Cost – All of the benefits of a PMO as described above are realized at the bottom line. As unnecessary tangible expenses are uncovered, such as paying for multiple versions of the same software, they are removed from the income statement. Real savings derived from resources being able to do their work faster will appear as net income. The value of everyone getting along better? Priceless!

You can benefit from a PMO regardless of the size of your company. Even though larger companies are likely to benefit in greater ways exponentially, a small but growing company needs to at least foster the spirit of a PMO. It’s easier to put the foundation in place while small rather than go back and implement a PMO later.

Use These Five Reports and Logs to Show Overall Project Status

I think most people are asked to create regular project status reports. Really, status reports are the minimum expectations for project management communication. However, when communicating status, there are other elements that should be communicated in addition to a formal status report.

When you communicate project status, you should include the following project management documents as well.

1. Status Report

Yes, you need to actually send a status report. This provides a recap of the project status today and communicates anything interesting that the reader should know. This report should be detailed enough to answer questions about the current health of the report, yet not-so detailed that people who read it are lulled to sleep with trivial details.
This report should answer the following questions:

  • Where do things currently stand with this project?
  • What are the next steps on this project?
  • What obstacles are in the way of this project coming to completion?
  • What is the current state of key project metrics (schedule, budget, etc.)?

2. The Risk Register

The risk register is another vital report. Risks are always lurking in the background of any project just waiting to knock it off course. The risk register identifies those risks, quantifies the potential impact they could have on a project, and then offers mitigations plans for each of the identifies risks.

3. The Issue Log

The issue log report is your way of identifying, tracking and managing current problems that require help outside the project team.  This log should show what is actively being done to address each issue and prioritize them by area of impact on the project.

4. Scope Change Log

This log shows a prior and current scope change requests, and their resolution. This is important to keep the management stakeholders aware of how their scope approvals are changing the nature of the project over time.

5. Other tracking logs not included in the Status Report

Generally you don’t want to track and report project information in two places. For example, you should place schedule and budget information on your status report. But the Status Report is for the summary information. You may have reports or logs that you are using to track schedule and budget details. If your stakeholders would like to see these details you can include your separate tracking logs.

You don’t want to copy/paste this information from your detailed logs to the status report. The status report contains the summary information. If your stakeholders want to see the details, just attach the separate logs for their review.

Are your projects less than successful? Contact us today to discuss implementing solid project management practices in your organization. 

Three Ways to Ensure You Collect the Right Metrics

Most companies want to collect more data to be used for fact-based decision making. However, companies struggle actually implementing a strong metrics program. There is a reason – it is really hard! However, there are things you can do to ensure you collect good metrics without going overboard.

1. Make Sure Your Metrics Add Value

Identifying, gathering and leveraging the right mix of metrics are ways to add value to an organization or a project. The value can be quantified in a number of areas including:

  • Improved performance of the overall project fulfillment and delivery process
  • Improved estimating for future projects
  • Validation of duration, cost, effort and quality objectives for the project
  • Identification and communication of best practices

Metrics provide a more factual and quantitative basis for understanding how you are doing and the things that can be done better. Without at least some basic metric information, all discussions on performance and improvement are based on anecdotal evidence, perceptions and guesses.

2. Use the Metrics that You Collect

You don’t want to collect metrics just for the sake of collecting them. That doesn’t make sense and it just ends up being a waste of time. If certain metrics are required by your organization, collect them. In addition, you should collect any other metrics that are needed by your particular project. However, if you don’t have a purpose for the metrics, or if your project is not long enough that you can really leverage the information, these customized project-specific metrics are not worth collecting for your project.

3. Compare the Cost of Collecting a Metric vs. the Benefit

Just as there is some cost associated with most project management activities, there is a cost to collecting and managing a metrics process. In many cases, the cost to collect and leverage a certain type of metric is prohibitive. These metrics should not be pursued. Other metrics are interesting, but do not provide the type of information that can be leveraged for improvement. The bottom line is that the cost to gather each metric must be balanced against the potential benefit that will be gained. Start by gathering metrics that are required by the organization. Then add metrics that have the lowest cost and effort to collect and can provide the highest potential benefit.

If you want to discuss the collection of metrics for your project to be in control and gather them to improve estimating for future projects contact us today.

Four Tips for a Nervous Presenter

Are You a Nervous Presenter? Use These Four Tips to Feel Confident.

[image source_type=”attachment_id” source_value=”96″ align=”right” width=”300″ autoHeight=”true”] It is said that all people fear two things – death and public speaking. Having to present in front of others can be nerve-racking – even for experienced speakers. You are not going to find the answers in your Communications Plan. Here are some tips to help you feel more confident.

1. Prepare

Nothing gives you as much confidence as being prepared. Of course, you need to know the content, but you should also understand the structure of your presentation and how you will move from point to point. You don’t need (or want) to memorize the presentation, but you don’t want to forget things either.

You should rehearse the presentation multiple times. This could be in front of a safe audience, or even saying the words to yourself. You don’t want to read content from a slide, but having the overall session framed by some slides with bullet points can keep you on topic and make the presentation more comfortable.

2. On the day of the presentation.

Get yourself mentally and physically prepared.

  • Get a good night’s sleep
  • Eat a healthy meal
  • Try to free your schedule, so you’re more relaxed
  • Before you present, spend 15 minutes going over your presentation one last time. You should have a copy of your presentation that you can review.
  • Relax

3. Use confident body language

Much of your message is relayed through your body language.

  • Make eye contact with people
  • Appear confident using an open stance. Stand tall.
  • Smile and let your personality shine
  • Walk around a little
  • Vary your voice and use slow, open hand gestures.
  • Speak slowly and carefully, but passionately. If you’re enthusiastic about the topic, then your listeners will be as well.

4. Look for opportunities for interaction

Encourage interaction with others during your presentation. When others talk for a few seconds, it takes the focus off you and lets you clear your head and focus on the key points ahead. Interaction also keeps the audience engaged.

Public speaking is one of the hardest things to master. If you prepare carefully, have a great mindset and are enthusiastic, you will deliver a great presentation.

Are you looking for training or coaching to become a beter presenter or are your projects less than successful? Contact us today to discuss how we can help you.

Know These Ten Focus Areas for Project Success

There are many project management processes and techniques that can help your project be successful. Although there are no guarantees, these tips will give you a better chance to be successful.

1. Requirements

Make sure that your customer defines their requirements in depth. You need to know exactly what must be delivered. Be specific, write them formally, and get them approved. This document will become one of the baselines upon which to measure your success.

2. Scope

Define scope well. Get your sponsor approval for scope changes, making sure the sponsor understands any schedule, budget or other impact to the project.

3. Stakeholders

Involve your stakeholders throughout the project. Get them involved in the analysis and planning, as well as execution. Gain their approval when needed and keep them informed when needed. The more you involve them, the greater their level of buy-in and the better you will manage their expectations.

4. Duration

Keep your delivery timeframes short and realistic. It is easier to be successful if your deadlines are shorter rather than longer. Split large projects into “mini-projects” if possible. Keep each mini-project to less than six months if possible. This keeps everyone motivated and focused.

5. Communication

Make sure you keep everyone informed by providing the right information at the right time. Produce status reports and run regular team meetings.

6. Quality

Understand the expectations of your customer in terms of quality and put a plan in place to meet their expectations.

7. Issues

Jump on issues as soon as they are identified. Prioritize and resolve them before they impact on your project. Take pride in keeping issues to a minimum.

8. Risks

Risk management is a great proactive way to solve potential problems before they occur. Identify risks early in the project and continue to manage risks throughout the project.

9. Deliverables

As each deliverable is complete, hand it formally over to your customer. Ask them to verify acceptance to make sure it meets their expectations. Only then can you consider each deliverable as 100% complete.

10. Your team

Be a great people manager. Show them the project vision and how they can make it happen. Motivate them. Trust and believe in them. Make them feel valued. They will work wonders.

There are your ten tips for project success. Now is the time to put them into action.

Are your projects less than successful? Contact us today to discuss implementing solid project management practices in your organization.

Use These Three Steps to Create a Resource Plan

A Resource Plan identifies the physical resources required to complete a project. It lists each of the resource types (such as labor, equipment and materials) and how many of each you need. If you would like to define a comprehensive Resource Plan for your project, take the following three steps.

First, identify the different types of resources needed to complete the project. You then need to quantify the amount of each type of resource required. And finally, you need to schedule the consumption of each resource within the project. Let’s describe each step in a little more detail.

Step 1: List the resource required

You should start by listing the resources required to complete the project.

  • Labor. Identify all the roles involved in performing the project, including all full-time, part-time and contracting roles.
  • Equipment. Identify all of the equipment involved in performing the project. For instance, this may include office equipment (e.g. PCs, photocopiers, and mobile phones), telecommunications equipment (e.g. cabling, switches) and machinery (e.g. heavy and light machinery).
  • Materials. Identify all of the non-consumable materials to complete project activities such as materials required to build physical deliverables (e.g. wood, steel and concrete).
  • Hardware/software. Identify if applicable.
  • More…

Step 2: Estimate the number of resources required

The next step is to estimate the number of each resource.

  • Labor, estimate how many hours you need per role
  • Equipment, estimate how many pieces of equipment needed
  • Materials, estimate how much material, in terms such as square meters, kilograms, number of units, etc.

As much as possible, also indicate the date the resources are needed and the consumption rate per day, week or month.

Step 3: Construct a resource schedule

You have now collated all the information required to build a detailed Resource Schedule. Create a resource schedule which specifies the:

  • Resources required to complete the project
  • Timeframes for the consumption of each resource
  • Quantity of each resource required per week/month
  • Total quantity of resource consumed per week/month
  • Assumptions and constraints identified

That’s it – your three steps to creating a resource plan.

Need help understanding resource management and other aspects of project and portfolio management? Contact us today to discuss bringing a training class to your organization.

Four Ways to Manage the “Project Grapevine”

Back in the 60′, Motown’s “I Heard it Through the Grapevine” was a huge hit, made famous by Marvin Gaye. Marvin may no longer be with us, but the grapevine he sang about is alive and well. The “grapevine” is a great metaphor for the way informal and unofficial news travels from person to person. Official news comes through official channels. Informal news, rumors and gossip travel though the grapevine.

In a project environment, the circulation of unofficial information and rumors can be disruptive and destructive. Your Communication Plan addresses the formal communication content and paths, but it can be hard to manage the grapevine. The following tips help stop the confusion and manage the grapevine effectively.

Tip 1 – Become Part of the Grapevine

People love talking about what goes on within their work environment. As a project manager, you cannot monitor and manage the grapevine unless you can be a part of it, or at least aware of what is being said.  Assume the projects you manage are one part of that conversation, insert yourself into it and ask people what they are hearing about your projects. Then be sure to add your own facts into the mix. A little bit of accurate information never hurt anyone.

Tip 2 – Combat Negative Messages

Negative communication sometimes gets spun into a mile-long email thread. Inaccurate information and intensity of emotion continue to escalate the longer the email thread grows. The best antidote to negative communication is to get the facts out as quickly as possible. Compose a thoughtful and precise message with a handful of relevant facts to get everyone in sync. Ask your team members to carry the message forward in their grapevine discussions.

Tip 3 – Stop the Bad Press

Much of the talk on the grapevine is harmless babble, primarily serving as an interesting diversion during a long day at work. However, sometimes the message can be very negative and detrimental to the project. In this situation try to track down the source, and discuss the situation with the person formally. The rebuttal is much more effective if the person that started the bad press is also the one to put out the correction. Even if you cannot find the source, put out a positive rebuttal to the people that can carry the message forward in the grapevine.

Tip 4 – Fill the Vacuum

You may have projects that aren’t impacted by negative communication. However, you may then have a vacuum of communication. It’s up to you to fill this void with positive and factual information about your project. Send out pertinent emails, give appropriate updates at company meetings, and have one-off conversations. That way, people will have something positive to talk about when your project gets tangled up in the grapevine.

The grapevine has been around since the time the 3rd person walked on this Earth. There’s nothing you can do to stop it from happening, so include it as part of your unofficial communication plan. You’ll notice a big difference with the buzz on your projects.

Need training on project soft skills – leadership, negotiating, communication, change management? Contact us today to discuss bringing a training class to your organization.

Project Quality Review

Seven Steps for a Project Quality Review

In some cases, such as a government project, periodic audits may be called for as a part of the overall contract. This “outside party” could be any qualified person outside of the project manager. In some cases, your organization may have an internal project audit specialist. It is possible that the Project Director or the Project Sponsor could also perform this audit. The outside party could be an outside contractor or consultant, but they do not need to be.

The audit itself focuses on whether effective project management processes are being utilized and whether the project appears to be on-track. A project audit asks questions about the processes used to manage the project and build deliverables. The audit can follow this process:

  1. Notify the parties (Auditor) – The auditor notifies the project manager of the upcoming audit and schedules a convenient time and place. Other key stakeholders are notified of the audit as well.
  2. Prepare for the audit (Auditor) – The auditor may request certain information up-front. The auditor might also ask the project manager to be prepared to discuss certain aspects of the project. This ensures that the actual meeting time is as productive as possible.
  3. Perform initial interview (Auditor, Project Manager) – During the initial meeting, the auditor asks the appropriate questions to ensure the project is on-track. If there are any areas that are not on track, the auditor notes them as such.
  4. Perform as many other interviews as necessary (optional) (Auditor, Project Team) – On many projects, the audit might culminate in the initial meeting. If the project is large or complex, the auditor might need to perform follow-up analysis. This includes meeting with other team members and clients, and reviewing further documentation.
  5. Document the findings (Auditor) – The auditor documents the status and the processes used on this project against best practices. If the organization has standards and policies in place for managing projects, the auditor determines whether any of these are not being followed on the audited project. The auditor also makes recommendations on things that can be done to provide more effective and proactive management of the project.
  6. Review draft audit report (Auditor, Project Manager) – The auditor and the project manager meet again to go over the initial findings. This auditor describes any project management deficiencies and recommendations for changes. This review also provides an opportunity for the project manager to provide a rebuttal when necessary. The initial audit findings might be modified based on specific feedback from the project manager.
  7. Issue final report (Auditor) – The auditor issues a final report of findings and recommendations. The project manager may also issue a formal response to the audit. In the formal response, the project manager can accept points and discuss plans to implement them. The project manager may also voice his disagreement with certain audit points, and explain his reason why. In these cases, the project sponsor and the project director (manager of the project manager) will need to decide if the project manager should comply with the recommendations or not.

Eliminate Excess Meetings

Six Tips to Eliminate Excess Meetings

  1. Encourage Accessibility. Many times meetings are scheduled because decision makers have been inaccessible. They are holed up in their office with the door closed all day, or they may be road warriors that rarely return phone calls or emails. Encourage these key decision makers to make themselves accessible for quick questions, return calls and prompt email replies. This will eliminate the need to drag them, and a whole bunch of other people, into a meeting.
  2. Use a Good Project Management Tool. Affordable project management tools have reached a level of simplicity and sophistication that just a few years ago was reserved for expensive enterprise level solutions. Take advantage of these tools to do things that otherwise call for a meeting: task assignment, collaboration, and discussions. These can all occur virtually and eliminate the need for scheduling another meeting.
  3. Change Your Culture. Unnecessary meetings can be a result of people not wanting to make their own decisions. They may not realize they have permission to make decisions on their own. Work on changing your culture from one of indecision to it’s easier to ask forgiveness than it is to ask permission. Good people will make good decisions. Trust them to do the right thing without having to call a meeting for every decision. They will infrequently also make bad decisions. Work with them to show them what they could have done differently, but don’t chastise them to the point that they revert to the old culture of meeting madness.
  4. Know How Much Your Meetings Cost. Understanding the cost of personnel when you hold a meeting can be an eye opener. A one hour meeting with eight average-salaried employees will easily run into the hundreds of dollars. In a mid to large sized company it quickly adds up to up to thousands of dollars spent weekly just on meetings! Is there a better use of everyone’s time that provides a greater ROI to the company? Most likely, there is.
  5. Review the Need for Recurring Meetings. Project managers love recurring meetings. When a project starts out, one of the first things we typically do is set up a weekly meeting where everyone can touch base about the project. These meetings are invaluable during the project’s early days, but they begin to lose their utility as the project progresses. Review the frequency of your recurring meetings to see if perhaps they could be moved to every other week, or maybe even once a month if things are going well with the project.
  6. Pay Attention. You need to lay ground rules at the outset of meetings that encourages everyone to pay attention. Kindly remind them to take their hands off their laptops, check their digital devices at the door, keep their eyes up, be attentive and engage. It’s a waste of your time if you have to schedule a one-on-one meeting to discuss something that was covered – but that they didn’t catch!

Meetings are indispensible when it comes to sharing information, collaborating, and making decisions. However, be mindful that meetings can also be time wasters and productivity killers. Implement these suggestions and you will easily gain up to a full day of your work life back each week!