PMBOK Archive

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Social Norms at Work

I recently gave a talk in Michigan on the topic of servant-leadership.  Unfortunately, servant-leadership is something that is painfully absent in so many organizations.  Just a few years ago, it (servant-leadership) was not something I had even heard of.  Going back and reviewing the PMBOK made me realize two glaring omissions.  There is a lack of content on stakeholder or team engagement and there is a lack of content on leadership.  Fortunately, in the last few years, I have enjoyed books by authors like Clay Shirky, Seth Godin, Dan Pink, and Dan Ariely.  I’ve also met and interacted with some amazing people in the Agile community.  I now interact differently with my peers, as a result of these experiences.  I now apply my social norms at work.  What are social norms?  They are patterns of behavior in a particular group, community, or culture, accepted as normal and to which an individual is accepted to conform.

We all go to work and we all get paid to do it.  Too many times, we take things for granted.  We don’t question the things we do or the things that happen to us.  I’m pretty sure this is based on conditioning over a long period of time.  Perhaps we need to start treating those we work with more like those we socialize with.  Next time you interact with a fellow employee, ask yourself if your behavior is socially acceptable.

Social Norms

Within an organization, where we are working with other people, things can get twisted.  Some exhibit bad behavior and believe it’s somehow forgivable because we’re all getting paid.  Well, I don’t think that’s acceptable.  It’s very interesting to see the same people behave differently, when not in the office environment.  Why is it some people forget basic manners or common courtesy, when in an office environment?

Case in point, I hold the door open for people, regardless if I know them or not.  I see this as socially expected behavior.  Socially, I expect a thank you.  To say I expect it is a slight embellishment.  Outside of the office, I still expect a thank you.  Unfortunately, at the office, I’ve started to accept not getting any reciprocation.  There are a few people in my building that I don’t personally know but I still hold the door for them.  They won’t make eye contact with me and they won’t say thank you.  When the situation is reversed, these same people do not hold the door for anyone.  But, I refuse to accept their behavior.

We all need to strive to understand and empathize with others. People need to be accepted and recognized for their special and unique qualities.  Assume the good intentions of your coworkers and don’t reject them as people, even while refusing to accept their behavior or performance.

Drawing:  Pictofigo

HT: Business Dictionary

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Zombie Procurement Strategy

zombie procurementThe last few weeks I have been advising a Federal Procurement team as they refine a Procurement Statement of Work (SOW).  Unfortunately, I see the existing version as being very heavy and I want the final product to be much more lean.  A perfect example is the current program has 29 documents that are contractually required to be delivered.   Do these documents provide value?  No, most of them to not.

Opportunity 1

Instead of writing the SOW with statements like “Contract holder will deliver this document” and not provide why or how it will help the customer accomplish their goals, I think we miss an opportunity.  I believe we need to advance the conversation with the potential vendors, by structuring the future work as Epics.  As long as the customer quantifies “reasonable”, we give the potential vendors an opportunity to think outside the box.

As the owner of the production system, I want to be able to know the average wait time when a customer calls, so I can ensure they are receiving a reasonable level of customer service.

Opportunity 2

Rather than using practical wisdom to create a new SOW, some would rather rely on past policy, procedures, and governance, regardless of current and future needs or if they ever made sense.  I’ve challenged some by saying there are no procurement requirements stating that we must have these 29 documents.  One Zombie response was  ”I found management plans and documents referred to in the PMBOK.  We should require the vendor to deliver all of them “.

Before I emptied a full can of Zombie Away on him, I said that wasn’t the most efficient approach.  The PMBOK also says to use “expert judgement”.  If you are not prepared to use expert judgement, a vendor is going to take your Zombie money and walk off with it.  All you’ll be left with is an empty wallet and 29 documents.

I’m all for looking to the PMBOK for guidance.  But remember, it is a guide, not commandments.

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Procurement Zombies

I just finished reviewing a 42 page Statement of Work (SOW), which at some point will become the basis of dozens of (if not more) proposals, which will result in the award of a contract.  If there was ever a time I would want to guard myself against zombie infiltration, the procurement cycle would be it.  But at some point, zombies will get involved. In an attempt to be thorough (yet entertaining and brief) let’s focus on the Project Procurement Management processes: Planning, Conducting, Administering, and Closing.

Planning

The process of documenting project purchasing decisions, specifying the approach, and identifying potential sellers.

Conducting

The process of obtaining seller responses, selecting a seller, and awarding a contract

Administering

The process of managing procurement relationships, monitoring contract performance, and making changes or corrections as needed.

Closing

The process of completing each project procurement.

I pulled these from Chapter 12, Page 313 of the PMBOK Guide 4th Edition

For the sake of brevity,  I am not going to tell you the right or wrong way to manage procurements.  I’m not a procurement specialist.  So instead, since it’s Festivus, I’m going to air grievances.

Procurements involve currency.  That means that if it is your money being spent, you want to get as much value for your money as possible.  It also means that if it is not your money being spent, zombies seem to be drawn to procurements more than brains.  Don’t ask me to provide a metric for this.  Just trust me.

In 15 years, I can not say I’ve witnessed any zombie activity at the planning stage.  Then again, I’ve never seen a unicorn either but I’m not saying they don’t exist.  Perhaps the zombies defer to the humans at this early stage.   But the further along in the process, the more zombies seem to appear.  If you really want to see a zombie swarm, add a purchasing card into the mix.  Somehow, purchasing card usage can actually accelerate human-zombies transformations.

Opportunistic Procurement Zombie

Let’s say a zombie needs a new computer because its current one died.  I know, ironic.  The undead having something die.  Anyway, it gets on the phone with someone willing to sell a new shiny computer.  If the boss fails to establish a budget or specific specifications for the replacement device, there’s a pretty good chance the zombie is going to order much more than really needed.  Good planning in this case, can cut down on zombie purchasing.

Entitled Procurement Zombie

Back in the day, working as a hardware consultant for a few federal programs, I witnessed a strange sense of entitlement. When it comes to zombie to human ratios, I’ve seen way more zombies on September 30th of each year than on any Halloween.   These zombies, to ensure their program budgets will be equal or greater than the year before, go on a wild spending spree every September 30th (end of the fiscal year).  I knew a colleague who worked for a zombie on a federal program.  He was given a purchase card and instructed to contact Dell and order as many laptops as possible until he had spent “X” dollars.  He was they instructed to ask them to not ship the laptops because the program had no need for them and nowhere to store them.

If you enjoyed the post great!  If not, I will challenge you to a feat of strength.

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What’s in PMBOK 5?

PMBOK 4

PMBOK 4th edition

PMBOK 5

PMBOK 5th edition

Though I know people are hard at work, deciding what will go into the Project Management Institute (PMI) Project Management Body of Knowledge (PMBOK) 5th edition, I can’t help but add my 2 cents.

We’re all armchair quarterbacks at one time or another so I’m rationalizing this post.

What is one of the biggest gaps in the current edition of the PMBOK, in my opinion?  It’s the complete omission of (management) models or approaches.  Agile, Scrum, Kanban, Spiral, Waterfall, and RUP should be defined in the PMBOK.  It would be really nice if the PMBOK added an entire section dedicated to this, complete with diagrams and workflows.  I think there is a problem, if you find yourself sending people to Wikipedia to find a list of the different software development processes.  I completely understand there is more to the world of project management than just software development. But, I’m trying to make a point and provide an available resource for this post.

I’ve had people use the PMBOK as the excuse not to use Agile, saying it wan’t explicitly listed.  I pointed out that neither was Waterfall.  I wrote a post titled “Agile is in the PMBOK so it must be true” to make a point.  If PMI wants the PMBOK to be used as the de facto standard for over 400,000 PMPs, they need to take a more iterative approach in releasing editions.

If anyone at PMI is listening, I would be more than happy to help.

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Zombie (Stakeholder) Management Strategy

zombie emergencyToday we’re going to learn a little about zombie stakeholders.

Now, I know you’re a little apprehensive.  You don’t believe in zombies.  You believe your stakeholders are just a little bit different.  Well, I’m sorry to break it to you but that’s not a stubborn human wanting to arm-wrestle you for that last danish.  That there’s a zombie!  How else do you explain that persistent stubbornness?  Now, stakeholder zombies are a little different from regular zombies.  Rather than brains, these zombies are highly unique and you much adapt to each one independently.

The Undead Stakeholder

Myths and Realities

Here are some specific background data. The first is a fictitious virus called “Solanum” that creates a zombie. The virus is spread (such as through an open wound, when coming in contact with infected blood or saliva), and treatment is limited (usually amputation).  Now, there was a mutation of the Solanum virus around the time PMI was created.  This mutant virus was known as Solanum-3c (Solanum-3-constraints).  Chances are it will only infect your stakeholders but you, as a project manager, may still be a carrier. In reality, stakeholder zombies walk among us.  You just have to be on your toes when you’re around them.  They will try to infect you.  Don’t let it happen.

Weapons and Combat Techniques

The weapons at the average project manager’s disposal aren’t quite a dramatic as those used on regular undead. For regular zombies, a common M1 carbine and the machete are highly effective.  For stakeholder zombies, finding out what’s important to them will stop them dead in their tracks.  Different stakeholders have different needs. Zombie stakeholders are no different…with the exception of tattered clothing and a greenish skin tone.  If they say Brai…cooooooost, focus on cost.  If they say Brai…delivery date, focus on the delivery date.  All zombies want brains first.  They can’t help it.  But, after that, find out what is important to your zombie stakeholder and make a note of it.

On the Run

If you’re dealing with regular zombies, you need to know rules and necessities of traveling through zombie-infested territory. If you’re going to drive a car, make sure you have keyless entry and the windows are rolled up.  Do NOT touch the zombies!  If you’re dealing with zombie stakeholders, don’t run.  If anything, get as close to them as possible.  If given the choice of interacting with them over the phone, through email, or in zombie (in person), choose to interact with them directly.  The more attention you give them, the quicker you can react to them and their needs.

On the Attack

Though some believe in avoiding zombies at all costs, which you should, there are strategies and tools to eradicate zombies from an area.  For zombie stakeholders, we don’t want to eradicate them.  Rather, we just want to make them happy.  Find out what makes them happy!  Now attack.

Conclusion

Though you don’t want to get close to regular zombies, you should try to engage the zombie stakeholder.  Know what’s important to them.  Understand their needs.  I’ve made the mistake of sitting in a status meeting with regular zombies.  I asked what they wanted to see in the next release.  The answer? Brains.  I asked how could I streamline communications?  The answer? Brains.  I drank my coffee and ran.

Don’t think the Solanum-3c virus is limited to stakeholders.  Elizabeth Harrin over at A Girl’s Guide to Project Management wrote an excellent post on zombie project managers. Be afraid.  Be very afraid.

Graphic: The Daily Pennsylvanian

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