Maintaining a firm grasp of the basics is an essential element of being an effective leader. This is especially true in developing a technology roadmap with your partners in business operations. There are three basic questions to ask and answer:
- What do you HOPE will happen?: Leveraging technology to move the firm forward requires that your business partner have a vision of where to take the firm and how this vision impacts revenue, expenses, profits, etc. As a leader, it is essential that you understand what your business partner “hopes will happen” so you can translate this vision into meaningful information and activities for your teams. This way, your teams can apply the vision to their day to day work and become an active partner in the firm’s success. Make sure you know the answer to this question and make it a part of your thinking, speaking and writing so that you and your teams remain focused.
- What are you AFRAID will happen?: Learn what your business partners fear and what those fears may cost. Are the costs operational? Financial? Personal (reputation or career risk)? Understanding the risk to business operations will help you avoid real costs and unnecessary expenditures. Understanding personal risks will help you understand otherwise-mysterious behaviors on the part of your business partners. Overall, you must ensure that you and your teams are aligned with the business in avoiding risk. Your teams can further identify obstacles within their own ‘field of vision’ as technology specialists that may not be readily apparent to the business operations teams.
- What are you DOING about it?: Understanding how your business plans to achieve its goals and avoid risk is where you add value a solution provider and business partner. This is where the collaboration between business and technology can pay real dividends in terms of cost avoidance, customer retention and revenue generation. Active engagement between business operations and technology also provides opportunities to build a more collaborative culture within the firm. Getting your teams to understand the business they support, the goals of that business and the risks that the business seeks to avoid can transform your technology team into a business technology team. This means working to support the business’ plans but also leveraging the unique brain power of your teams to propose other opportunities to move the ball forward, all with a shared understanding of the firm’s goals and obstacles to success. One team – one goal.
Knowing where the business is going, identifying obstacles on that journey and being aligned with business operations are the keys to developing strategies and tactics to remove barriers and achieve the firm’s vision. Leaders must ensure that this knowledge drives innovation in three key operational areas for the technology teams:
- Successful execution of one-time initiatives and projects
- Implementing effective changes to day-to-day operational processes
- Developing and implementing sound policy and procedures.
Ensuring that the activities in these three operational work streams are focused on achieving the ends of the technology strategy will significantly improve your teams’ focus and increase your effectiveness as a business partner. Ask the questions – know the answers and make these answers meaningful in your teams’ day to day lives.
© 2014, Mark E. Calabrese
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So you’ve decided to make an enemy of your project manager. You’ll be surprised at how little effort will be required on your part to achieve your goal. Here are four easy steps to quickly reduce your value to your team and your PM:
- Silence: Never let your project manager know if you see any risk in making a deliverable date (particularly if your deliverable is on the critical or one of the controlling paths). Things might clear up on their own and let’s face it, the project manager will just get mad if you tell her. Also, don’t bother yourself with informing the owners of any predecessor or successor tasks of the risk as this will only make you look bad. The less you say, the better.
- Task Information: If you break radio silence, don’t let your project manager know which task or deliverables will be impacted. If you’re using a project plan, don’t provide task IDs or any other information that might help the project manager track the risk back to specific work-streams in the plan. Giving your PM this information will only result in his going off to model the potential impact of the delay and start taking mitigation actions. Better to be vague and maybe tell a few other team members and let things “trickle up” to the project manager on their own (PMs know everything, anyway).
- Estimates: If you go soft on providing task information, avoid providing estimates of how significant the delay might be. This will only allow the project manager to model the impact, set expectations with project sponsors and take mitigation steps to keep the project on track. And let’s face it, you’ll be held accountable for your estimates. This smacks of the injustice of team members getting blamed for everything they do.
- Thought Leadership: Ultimately, the key to making an enemy out of your project manager is to provide absolutely zero thought leadership on mitigating or avoiding any impact to the project plan. Don’t get creative and provide ideas. Try “thinking for management” by filtering out any idea that you are “absolutely certain will be rejected” or that might make you look bad by appearing to question management. As with estimates, your idea might be implemented and if it doesn’t work out, you could be held accountable. The smart move is to sit tight and wait for someone to tell you what to do. Remember – inaction is action when it comes to making enemies on your project.
By following these four easy steps, you will not only alienate your project manager but also position your team for failure. Communication, accountability and planning can be stressful and who knows – you may even prove to be an example for other who want to avoid this type of stress. Only by failing to lead can you ever hope to lead others to failure. Good luck!
© 2014, Mark E. Calabrese
Projects don’t fail due to lack of process – projects fail due to lack of leadership. That said, there are two approaches to project management; “present & reporting” and “driving & leading”:
Present & Reporting: Far too many project leaders take the ‘present & reporting’ approach. Geared more toward the administrative side of the discipline, this approach focuses on form and function. Minutes are carefully taken and the project plan is meticulously maintained. Risks are delineated, Issues documents and project artifacts are developed and socialized. While these elements of project control are critical to success, they are not the true calling of the effective leader.
It’s not enough for the project leader to know what’s going on and to report events. This is more the role of a project administrator or project coordinator – a supporting role in the overall endeavor. The elements of ‘present and reporting’ are solid risk management tools, ensuring that team performance never falls below an established minimum but they do little to ensure the team attains maximum performance levels.
Driving and Leading: Motivating and influencing your team to achieve its maximum potential requires the ‘driving & leading’ approach. This demands that the project leader live and breathe her project. You might think of this as the ‘project Geek approach’ and that’s not a bad way to think about it. The effective project leader is constantly thinking, talking and acting in the project’s best interests, looking ahead and seeking out opportunities for the team to succeed while also removing obstacles to that success.
An effective project leader must maintain a sense of urgency on the project, constantly seeking ways to communicate to the team and motivate them to action, while not bombarding them with emails, process and administrivia. This is not an easy balancing act and requires focus, clarity in communications, soliciting and heeding feedback, and evangelizing about the goals of the project. Most importantly, it requires the project leader to set the bar high by setting a good example for the entire team.
The effective project leader doesn’t need to know everything about the project; rather, the effective project leader needs to know everything about how to get things DONE on the project and how best to keep the team motivated, informed, focused and executing on a daily basis.
© 2014, Mark E. Calabrese
Business sponsors know what they are “expected to expect” from a project status report. Likewise, most project managers know what is “supposed to be” in a status report. While much of this standard information is relevant, oftentimes status reports can be less about “information I need to do my job” and more about “information that, by God, is just supposed to be in a project status report!” (optional ‘harrumph’). We don’t produce status reports to satisfy the Gods of Project Management; we produce status reports to communicate information relevant to the business sponsor.
With that in mind, I’m going to propose something radical here. Rather than start with a template approach, I’m going to propose that the project manager sit down with the business sponsor and ask a few simple questions, such as:
- After you read the status report, what do you need to be able to do?
- What information do you need at your fingertips to effectively communicate with your peers and your own management?
- Help me understand how you are going to use this data.
- What do you need to be able to do AFTER you read the status report that you simply cannot do BEFORE?
- What are your major concerns about the project from a business perspective?
You get the idea. Your goal is to understand your specific desired outcomes your business sponsor may need to engineer using the data in the status report. You also want to understand what information she needs in order to do her job and how she will use this information. In a word, you want to understand what she needs in order for her to be successful.
One size fits all isn’t necessarily the best approach and long, busy status report may end up providing lots of data that is of no use to your business sponsor. The result is extra work for you, status reports that aren’t always read (resulting in frustration for the project manager and the team) and ultimately, poor transparency and communications from the project up to the business sponsor. A good status report is lean, clean and content-rich making it a quick read and a powerful, complete and effective tool to communicate key data points your business sponsor needs.
So my radical proposal is simply this – identify and keep the end goal in mind before you determine the best way to communicate status toward achieving that end goal. This way, you can make effective use of both your and your business sponsor’s time in communicating status while significantly improving the chances of your mutual success.
© 2013, Mark E. Calabrese
A valuable guiding principle in business (particularly in technology) is to never “protect” your business partners from the consequences of their decisions.
I’m a big believer in what I’ll call the “price tag” approach and it goes something like this. Suppose you’re a sales associate at the local Jaguar dealership. If your customer is a first-time Jaguar buyer, it’s probably a good idea to explain that purchasing a Jaguar loaded up with options is also a purchase of more expensive service calls, oil changes, repairs and of course an increased risk that some kid will snap the cat off your hood. This way, 3,000 miles later, you don’t have an angry customer complaining about the $100 oil change he just paid for. All you’re doing is setting expectations by helping your customer understand the consequences of his decision – something he may not know and may not ask.
Too often we assume that upper management already knows and understands all the implications of their decisions and requests. After all, they ARE management. However, this is almost never the case. Management relies on the thought leadership of their teams to ensure that they have every opportunity to never make a bad business decision. Therefore, consider applying the principles below in establishing your own strong brand of transparency within your firm:
- Understand The Request: Fully understanding the request itself isn’t enough. More important is understanding the desired business outcome of the request. Your CIO wants X, but for what purpose? WHY does she want X? Understand the business problem that needs to be solved and not just the specifics of the tactical request.
- Understand and Surface ALL Costs: This includes not simply the financial costs but also the impacts to other initiatives and stakeholders. While the request may come from your CIO, there may be implications that span a broader area than the CIO’s scope of responsibility. Think in terms of impact to the business, holistically and not simply within your silo.
- Identify Risks: Make sure you identify and clearly communicate any risks associated with fulfilling the request, providing mitigation or avoidance options where available.
- Document & Deliver Options: With the desired business outcome in mind, communicate what options are available, listing pros and cons for each and documenting them in a brief but clear email with all appropriate stakeholders cc’d. Include risks and mitigation/avoidance strategies.
- Make A Recommendation: Always deliver such information with a recommendation by you and your team. Dumping a problem on the bosses desk is bad. Delivering a problem with options is better. Informing your boss of the options and making a recommendation is optimal. What do you recommend your boss do and why? Help make her successful.
- Follow Up: Respectfully and reasonably follow up to ensure a decision is made, that the “full price tag” is understood and accepted, DOCUMENT THE FINAL DECISION and then execute.
Transparency is a great buzz word that we all like to use – me included. However, transparency is a two-way street. Applying the ‘price tag’ approach to transparency will help ensure that you and your teams provide your boss and your business partners the valuable opportunity to never make a bad decision.
© 2013, Mark E. Calabrese
Another thing worth mentioning about project management in an agency model; things tend to get busy during Q1! After quite a few weeks of business-imposed hiatus, I’m back to finishing up this post.
To get us caught up, in reviewing Project Management in an Agency Model we’ve covered the opportunity available to project managers, what it means to manage the project experience and how knowing the business impacts your ability to add value to your client, your firm and your own brand/career. In this installment, we’ll talk about what it means to act as a steward to your client and your firm.
A quick check of www.dictionary.com defines ‘steward’ as “a person who manages another’s property or financial affairs.” This is your role as the project manager. You are responsible for advising your client on how to best manage their project investment to successfully solve their business problems. By so doing, you are also helping manage your client’s reputation within their firm and, depending on the scope of the project, within their industry.
As trusted advisor and steward to your client, the best approach is to treat their problems, their investment and their reputation as if they were yours. Your knowledge of the product or service you are implementing, as well as your understanding of their business and industry puts you in a unique position to help your clients achieve success. Partner with them, taking the attitude that this is also your project and while you are aligned with your client, their interests and yours are one in the same.
Likewise, you are a steward and advisor to your own firm. As noted previously, every word you speak or write, every conversation, every meeting, even how you hang up the phone at the end of a conference call builds on your firm’s brand and reputation. As with your client, treat your firm’s brand and reputation as your own.
The same is true with your firm’s money. As the project manager, you have an opportunity to drive profitability (especially in a fixed fee model) by managing your project in such a way as to make the best use out of every hour spent. By managing your project efficiently, you not only maximize the output from the team but you can also free up enough time to allow team resources to focus on other billable work.
You also are in a good position to leverage the firm’s primary investment – talent. How you manage your project team, how you deal with conflicts and issues internally, all help brand you, your PMO team and your delivery organization within the firm. By focusing on making not only your project, but everyone associated with the project successful, you contribute to making your firm a great place to work. This is how you can help keep your firm’s top talent WITH YOUR FIRM.
Ultimately, the best thing you can bring to your clients and your firm is your solid commitment to uphold and live out your values as a project management professional. Acting as a steward and trusted advisor makes you effective at delivering on your specific tactical objectives, but also makes you a major strategic asset to your firm in retaining both clients and talent. Act as a steward, focusing on making your peers and clients successful.
© 2011, Mark E. Calabrese
As we continue to explore Project Management in an Agency Model, we’ve reviewed the various opportunities for project managers in this model and we’ve also talked about what it means to “manage the experience”. In this installment, we’ll discuss the importance of Knowing the Business as a way to further leverage the agency model to further the interests of your clients, your firm and your own career.
If your firm focuses on a specific vertical, you have an advantage in that you’ll be able to gain industry knowledge, valuable to your client, as your career progresses. Apart from what you’ll learn on your projects and by talking to your clients, there are some other things you can do to learn your client’s business:
- Talk to your Sales and/or Account Management teams on a regular basis. Ask lots of questions and learn as much as you can, not only about the current business climate in your clients’ vertical, but any anticipated changes, trends or …
- Get the names of any good industry blogs read by your clients or by your Sales and/or Account Management teams. Also, find out if there are any trade publications, particularly that focus on the application of current and new technologies to your client’s existing business.
- Find any books or primers that discuss your clients’ business – again, where possible, focusing on the application of current technologies to overcome existing or potential barriers to your clients’ continued success.
- Get active in the community. Are there any SIGs (special interest groups) in your city that focus on your clients’ vertical? These are not only good ways to expand your knowledge, but also to network and get to know others in your PM community
- Talk to your colleagues. You can benefit from the experiences of those who’ve been with your firm longer than you. You can also benefit from getting fresh perspectives from new hires. Finally, you can exchange thoughts and ideas with your colleagues on a regular basis, whether formally or informally.
For those of us whose firms perform work across multiple verticals, knowing the business is more of a challenge. The best thing you can do for yourself in this model is to “get comfortable with being uncomfortable.” By this, I mean developing a way to come into a new industry and figure out what’s what. This is fairly typical in project management anyway, as we oftentimes find ourselves having to quickly become “experts” in aspects of our clients’ business that are new to us.
- Seek to understand and ask relevant questions. Your focus should be to understand the business context and business impact of all aspects of the project. You’re there to partner with your client to ensure they solve their problem(s) as efficiently and pragmatically as possible, within the guidelines of the project statement of work. Make it a point of pride to admit that you don’t know, then find out.
- If you find that asking certain general questions net positive results, write the questions down and develop a repeatable framework.
- Leverage your general experiences. The one thing that every engagement has in common is people, and people tend to generally behave the same in most circumstances. Understanding your client’s motivation (both stated and unstated) is also key and can be gleaned from what you observe, based on what you’ve experienced in the past.
- Listen to what your peers, colleagues and customers have to say.
While you can’t know everything about every business, you can learn how to learn. That’s the essence of consulting and is very often the case with project management. The best way that you can earn the role of ‘trusted advisors’ to your clients is by understanding the unique nature of their business and the challenges that they face, organizationally, operationally and technologically. Your ability to leverage your firms capabilities to address your client’s business problems, delivered with your own ability to think creatively, collaborate and to advise your clients on how they can partner with your firm to give them a competitive advantage is the greatest contribution you can make to your clients, your firm and to your own career.
© 2011, Mark E. Calabrese
In my first post, we discussed the agency model paradigm and how it differs from the internal PMO model. We also talked about understanding of the opportunity, itself. In Part 3, we look at how you manage the client experience from end to end, both externally from the client’s perspective and internally within your firm.
As a project manager in an agency model, your strategic goal is simple; when your client hangs up the phone after talking to you, they should think “If only ALL my vendors were like THIS vendor, then I’d be set! My project manager and the project team have my back. They ‘get it’!” How can you achieve this goal? Let’s start with the external side; what your client can see:
- Execute and Deliver: Your tactical goal is to manage the solution of a problem which means first and foremost, you and your team must execute and deliver. Solve the problem in a timely manner and at a reasonable cost to the client.
- Make It Safe To Walk Down The Hall: Understand what your client needs to know so that they can safely walk out of their office, knowing that if anyone asks about their project, you’ve updated and prepared your client in their language to speak knowledgeably about the project – particularly with regard to project risks or issues.
- Details, Details: Remember the little things, such as spell checking all your documents and emails, ensuring any re-used artifacts have the former client’s name removed and the new client’s name included, getting people’s names right, etc. This also includes preparing your project team for on-site client meetings, making sure the team is appropriately dressed and sufficiently updated on the nature of the client and the desired outcome of the meeting. I won’t go into every detail here, but understand that the little details can have a strong impact on you and your firm’s brand with the client.
- Under Promise / Over Deliver: Make sure you build in any cushion when making commitments. Your goal is to “under promise/over deliver,” so it’s important to make sure you understand the other commitments made by people on your project team who are also assigned to other projects. Ultimately, your client needs to feel as though their project is the ONLY project, so your ability to understand, negotiate and ensure proper resourcing within your firm will have a strong impact on your ability to deliver.
- Proactive Communications: Your client should never need to call you for an update – you should be calling them. Be proactive and anticipate your client’s needs, then meet them.
- Keep It Business-Focused: Your communications with your clients – even when technical in nature – should be such that they can be understood in terms of your client’s business operations. This not only shows respect for your client, but it also ensures that you give them information in language that they can easily understand and share with other people at their firm, thus helping your client look great.
Managing the experience also has an internal component. Most agencies share services such as creative and production design, development, QA, business analysis/strategy, etc. Therefore, you’ll have to manage the experience from a perspective that won’t be immediately visible to your client:
- Relationships: Your ability to build, maintain and leverage relationships with all the functional groups within your firm is key to your ability to delivery a strong, consistent and positive client experience. Make sure you know key people in all groups, particularly the people you’ll need when escalating an issue. Know who the strong players are, as well as the weaker links. Learn how to work with and, if necessary, work around the weaker players on the various teams. Until weaker players leave or are “enabled to leave,” they work at your firm and they’re who you have – it’s on YOU to learn how to get them to deliver.
- Accountability: Learn to respectfully but consistently hold people accountable for delivering. This means being very clear on what you need, when you need it and what will happen if you don’t get it. If you are waiting on a deliverable from an unreliable resource, it’s on YOU to check in a little more frequently that you “should have to”.
- Respect: Be respectful of the other members of your project team, as they most likely have other commitments to other project managers on other projects. Most agencies leverage shared service models, so while your customer needs to feel as though their project is the only project, you have to be smart enough to understand that within your firm, this is not the case. Respect and understand this fact, then collaborate/negotiate accordingly.
- Risk Planning: Make sure you communicate any tight deadlines, making your needs and expectations clear, potential impacts understood and then hold the team accountable. Follow the adage of “inspect what you expect” and don’t leave yourself open to surprises. If you have resources working through the weekend on a tight deadline, do you have everyone’s cell numbers? Do these resources know you need them to work through the weekend? Do their managers know, as well? Take some time to think about what COULD happen (as opposed to what SHOULD happen) and plan accordingly.
- Communicate, Communicate, Communicate: As the project manager, it is your responsiblity to make sure everyone has the information required to do their jobs and to deliver for your client. Make sure you’ve share the right information with the right resources and over-communicate when necessary. Make sure you tell team members what you need, when you need it and clearly explain the business impact if you don’t get it.
Ultimately, Managing the Experience is about two things; relationships and delivering. You leverage internal relationships to ensure your shared project resources within your firm meet their commitments to you and your client. You likewise leverage relationships with your client to collaborate as one team to solve the business problems at hand.
Delivering a powerful and positive experience helps ensure that the next time your client has a problem, their first instinct is to call your firm first. By doing so, you not only achieve your tactical goal of solving the client’s business problem, but you also achieve a valuable and lasting strategic goal; building a lasting and mutually beneficial partnership to help your client achieve and maintain a competitive advantage over their competitors and to help your firm grow revenues organically.
© 2011, Mark E. Calabrese
In my first post on this topic, I talked about how project management in an agency model differs from project management in an internal PMO model, primarily that in the agency model, the client chooses the firm from among other firms. This presents a unique opportunity for the project manager and this post discusses that opportunity.
Throughout the sales process, clients meet and interact with account managers, account executives, sales personnel and even with the firm’s senior management. Yet the client’s lasting perception of the firm rarely comes from these interactions. Firm branding is a result of your client’s direct experience with your firm, which is almost always through the project manager. Given this reality, the project manager has an opportunity to brand the firm, develop a strong partnership and act as business development resource.
Every email you send, everything you say or do, every issue you resolve, even how you prep your project team for interaction with the client; EVERYTHING you do and manage on the project brands your firm. Therefore, be mindful of how you use this opportunity to not only add value for your client, but to present your firm as a trusted advisor (as opposed to an order-taker) to your client.
Even though everyone on the project team – development, creative, testing and business analysis resources – doesn’t necessarily report to you, you still are accountable for delivering an outstanding client experience as you work to solve the business problem(s) outlined in the client’s statement of work. Therefore, build solid relationships within your firm so you can make the most of this opportunity as you work with other functional teams in the SDLC.
Earning the role of a trusted advisor helps lay the foundations for a strong and mutually beneficial business partnership between the firm and the client. Project managers should therefore be mindful of the experience they manage, end to end. Work to add value for your clients but also strive to ensure the next time your client has a problem, their first instinct is to call YOUR firm first. This is the opportunity before you as a project manager.
Project managers also have the opportunity to gather business intelligence on the client’s other needs and how the firm can assist. I’ll discuss this more in a future post.
© 2011, Mark E. Calabrese
Project Management in an Agency Model: Understanding and Leveraging the Strategic Opportunities (Part 1)
Simply stated, a project solves a business problem at a reasonable cost and in a reasonable amount of time. In an internal PMO model, the work is performed as part of an inter-company allocation with the “client” usually having no choice as to who will perform the work. In an agency PMO model, the client chooses the firm from among other service providers with the business problem being solved in exchange for client payment. In the internal model, the business relationship is by necessity; in the agency model, by choice. The strategic opportunity for a project manager in an agency model, therefore, is to influence this choice to the mutual advantage of the client and the firm.
Project managers in both models are responsible for managing project outcomes and for providing strong communication, planning, project control (especially scope and risk management) and regularly managing expectations. In both models, the tactical duties are the same – ensuring that the project solves the business problem in a reasonable amount of time and at a reasonable cost. To that point, clients are more likely to be accepting of a project that runs over budget and behind schedule, provided that it solves the business problem.
Understanding the nature and context of the business problem to be solved is a step toward understanding and leveraging the strategic opportunities available to project managers. Doing so will help you understand your client’s business and inherent challenges but most importantly it is a key element in earning the role of a trusted advisor to the client. Trusted advisors have an advantage over service providers, as the trusted advisor is more than just an extra pair of hands; it’s an extra pair of hands with a brain that “gets it” from the client’s perspective.
Trusted advisors and the firms for which they work get asked back, specifically because their words and actions differentiate the firm from other service providers. They do more than take orders; they add value by leveraging understanding, applying their own knowledge and making their client’s success their mission. Project managers in an agency model should leverage the opportunities below to initially and continually earn the role of ‘trusted advisor’ role the course of managing client projects:
- Understanding The Opportunity
- Managing The Experience
- Knowing The Business
- Acting As A Steward
- How Else Can We Help?
By understanding and leveraging the strategic role of a project manager in an agency model, project managers can add significant value to their firm. They can use every email, phone call, discussion or action as an opportunity to consistently brand the firm and deliver a strong, positive experience to the client while solving the business problem as scoped in the Statement of Work.
In the next posts, I’ll cover each of the bullet points above in more detail. The end goal is to help your firm build lasting and mutually beneficial partnerships with clients, which not only helps each party in the business relationship, but helps you grow as a professional both in skill and in personal brand.