Friday, September 23, 2016

Communication Plan: Tools and Templates


Communication Plan: Tools and Templates



Clear, concise, accurate, and timely communications is vital for the project manager. Developing the strategy to communicate can vary based on the project manager, the project, and stakeholders. Plan Communications Management “is the process of developing an appropriate approach and plan for project communications based on stakeholder’s information needs and requirements, and available organizational assets” (Project Management Institute, 2013 pg. 289). So how does the manager control communications? By utilizing some tools from the project management toolbox!



First tool, and personally one of my favorites, is the Circle-of-Communications Chart. The circle-of-communications chart identifies and documents the various project roles.  An example is shown below.





This tool identifies that all formal and final communications must go through the project manager, which is situated in the center of the center. Secondly, it identifies all those involved in the project. These members can now visually see they are part of a team. And on this team, communications should be kept internal to the team.

Second tool is the Project Organizational  Chart.



The Project Organizational Chart displays the project’s organizational structure identifying who is working on the project and their roles. This simple tool gives anyone a quick reference on the project team details.

Additional tools that a project manager can utilize are:

1-      Communication Plan Research Guide-  found on ProjectManagement.com, this document is used to “improve the research the project manager conducts to complete a communication plan” (Wynne, 2016). This template focuses on the understanding how communications happen currently and yield insight into effective communication going forward. Here is a link to download the template:

2-      Project Communications Planning- also found on ProjectManagement.com, this template/tool describes “who will speak to whom, why, when, how often and in what format” (ProjectManagement.com, 2016). In addition, this tool also manages project expectations. Here is the link to download this tool:

There is an abundance of tools and templates available to the project manager. Managing project team members can be challenging. Managing communications is a key fundamental skill the project manager must develop to ensure project success!


Damien


References
Dow, W., & Taylor, B. (2015). Project management communication tools. Renton, WA: Dow Publishing LLC.
Larson, E. W., & Gray, C. F. (2014). Project management: The managerial process (6th ed.). New York, NY: McGraw-Hill Education.
Project Management Institute. (2013). A guide to the project management body of knowledge (PMBOK guide) (5th ed.). Newtown Square, PA: Project Management Institute, Inc.
ProjectManagement.com. (2016). Project communications planning. Retrieved from http://www.projectmanagement.com/presentations/205420/Project-Communications-Planning
Wynne, J. (2016). Communication plan research guide. Retrieved from http://www.projectmanagement.com/deliverables/18900/Communication-Plan-Research-Guide


Project Management: Progress and Performance


Project Management: Progress and Performance 



Performance reporting is the “act of collecting and distributing performance information, including status reports, progress measurements, and forecasts” (Project Management Institute, 2013 pg. 301). Before just haphazardly producing reports, the project manager must first establish a project monitoring system. For the project manager to establish a project monitoring system, they must determine what data to collect; how, when, and who will collect the data; analysis the data; and report current progress (Larson & Gray, 2014). This information is then communicated to the stakeholders. However, not all stakeholders have the same level of detail. You wouldn’t have the company/organizational senior leadership sit through hours of project details would you? Of course not. Senior leadership is usually concerned with the major portions of the project such as budget, schedule, and any impacting issues. Likewise, department/project leads would not want a full project overview when they are concerned specifically about their own deliverables. Reports need to be tailored to the audience, or stakeholders in this case.

Here is a common topic format for progress reports (Larson & Gray, 2014):

-          Progress Since Last Report
-          Current Status of Project
§  Schedule
§  Cost
§  Scope
-          Cumulative Trends
-          Problems and Issues Since Last Report
§  Actions and Resolution of Earlier Problems
§  New Variances and Problems Identified
-          Corrective Action Planned

 By gathering the necessary data and inputting into this format, project managers can tailor the delivery to different stakeholders. “A major goal of progress reporting is to catch any negative variances from plan as early as possible to determine if corrective action is necessary” (Larson & Gray, 2014 pg. 459). When compiling information and developing reports, the stakeholders’ engagement is the driving factor in your reporting system. In first developing a project, usually a stakeholder analysis is completed. Stakeholder analysis “is a technique of systemically gathering and analyzing quantitative and qualitative information to determine whose interests should be taken into account throughout the project” (Project Management Institute, 2013 pg. 395). This identifies the “interests, expectations, and influence of the stakeholders and relates them to the purpose of the project” (Project Management Institute, 2013 pg. 395). When this analysis is complete, the level of detail in reports should be tailored to the stakeholders’ analysis results.



So what are some ways to distribute project information?

Here are three ways (Dow & Taylor, 2015 pg. 64-67):

1-      Verbal Communications - This is simply having a conversation with your customers, team members, and leadership team. There is many forms of verbal communication such as in person, telephone, or online meetings (chats). This form can be informal or formal and can convey the level of information needed or requested by different stakeholders.

2-      Written Communications- This is usually the most popular in disturbing project information. Written communications can be by email, formal/informal paper, or by electronic (instant messaging systems).

3-      Visual Communications- This is the form of communications were you present data in graphs, charts, and tables. Sometimes a visual of the project status is all that is needed to convey meaning.


So after establishing HOW you’re going to communicate, the next phase is identifying the project control steps for measuring performance. The project control steps for measuring and evaluating project performance are:

1-      Setting a baseline plan.
2-      Measuring progress and performance.
3-      Comparing plan against actual.
4-      Taking action.

In closing, the project manager has responsibility to control and monitor project progress. This information needs to be distributed to stakeholders utilizing project updates and/or reports as discussed.


Good luck and happy reporting!


Damien


References
Dow, W., & Taylor, B. (2015). Project management communication tools. Renton, WA: Dow Publishing LLC.
Larson, E. W., & Gray, C. F. (2014). Project management: The managerial process (6th ed.). New York, NY: McGraw-Hill Education.
Project Management Institute. (2013). A guide to the project management body of knowledge (PMBOK guide) (5th ed.). Newtown Square, PA: Project Management Institute, Inc.
ProjectManagement.com. (2016). Project communications planning. Retrieved from http://www.projectmanagement.com/presentations/205420/Project-Communications-Planning
Wynne, J. (2016). Communication plan research guide. Retrieved from http://www.projectmanagement.com/deliverables/18900/Communication-Plan-Research-Guide

Monday, September 19, 2016

360-Degree Feedback--Better for Organizational Performance Reviews / Follower Alienation- Effects and Remedies

Hello everyone and welcome back to the next installment of my blog! Today’s blog features two sections; 360-Degree Feedback and Follower Alienation. These two topics are critical for leadership success so let us dive right in to the discussion!

360-Degree Feedback—Better for Organizational Performance Reviews?



Let me begin this section with some personal background information. I have been in a leadership role for over 24 years. My experience spans across for-profit, non-profit, military organizations, sales organizations, and even parent volunteer organizations. This blog will feature my opinion on whether the 360-degree multi-rater feedback is really better than a boss-based assessment. In addition, I will provide my opinion, based on my experience, on whether I would elect to use 360-degree multi-rater feedback.

Before discussing the specifics on 360-degree feedback verse boss-based assessment, I believe it is important to disclose this simple fact—no system will ever be perfect! There will always be those that agree and those that disagree with any performance feedback system put in place. This is just human nature. The key is to do your based, based on knowledge and experience, to perform your leadership responsibilities taking into account what is best for the organization.


“360-degree feedback is a performance appraisal approach that uses input from an employee's supervisors, colleagues, subordinates-and, sometimes, even suppliers and customers” (Pfau, 2002).The basic premise of 360-degree feedback is that “the people who work most closely with an employee see that person’s behavior in settings and circumstances that a supervisor may not” (Pfau, 2002). Now, as a supervisor, it is the primary responsibility to conduct performance reviews. 360-degree feedback is not a tool to simply delegate and side-step leadership responsibilities. This tool is used to enhance and provide additional resources to give an accurate representation of the employee. “Rather than relying on the perceptions or feedback of single individual, the multi-rated feedback derives multiple perceptions from different angles which bring a broader overview of an employee’s performance” (Hosain, 2016). Given in the right format, and under the proper tonality, 360-degree feedback would be beneficial. Let me elaborate.

“The most important aspect to consider when preparing for a feedback session is to routinely observe the performance of the rate” (Air Force Occupational Measurement Squadron, 2007 pg. 266). If the supervisor has the ability to perform routine observations, than this performance perception should be given the highest weight in determining ratings. However, not every supervisor in an organization can observe all their employees, all the time. If this is the case, the supervisor should make every effort to garner the opinion of others around the employee. Of course, before an organization implements such a program, training should be introduced to discuss how to properly provide feedback, whether feedback is positive or negative. In addition, supervisor have to give “weight” to the feedback and take into account other people biases.

I would recommend the implementation of 360-degree performance feedback if situation warrants. If implemented correctly, and with the right intent, 360-degree feedback can be a powerful tool in the supervisor toolbox. “360-degree feedback can be a powerful organizational intervention to increase awareness of the importance of aligning behavior, work unit performance and customer expectations; as well as increasing participation in leadership development and work effectiveness” (Hosain, 2016).

Follower Alienation- Effects and Remedies



Vertical Dyadic Linkage Theory examines how leaders form one-on-one relationships with followers, and how these often create in-groups and out-groups within the leader’s work unit (Lussier & Achua, 2013).  The in-group includes followers with strong social ties to their leader in a supportive relationship characterized by high mutual trust, respect, loyalty, and influence (Lussier & Achua, 2013). Out-group influences followers with few or no social ties to their leader, in a strictly task-centered relationship characterized by low exchange and top-down influence (Lussier & Achua, 2013). So how does this affect unit morale?





Let us analyze this picture above. It shows a sports team with an obvious split. On the one side you have your in-group. On the other, an alienated person in the out-group.  What emotions does this picture conjure up? Does this look like a positive situation for the team? Some characteristics of out-groups include receiving little inspiration, encouragement, or recognition. When a person is treated in such a manner, they will not participate 100% to the team. Alienated followers are; low on involvement yet are high on critical thinking; feel cheated or unappreciated; are capable but unwilling to participate in developing solutions to problems(Lussier & Achua, 2013). Does any of these indications sound positive to an organization? Having members on the team who do not contribute creates negative productivity and lost opportunities. Let us analyze a situation of alienated followers.

The local charter school where I volunteer has only been in operation for a couple of years. During the first year, a Parent Advisory Council (PAC) was created to organize parent volunteers. The PAC organized functions, events, and fundraising activities. Originally, being a new school, the PAC was comprised of only 13 members. As the year continued on, the number decreased to eight. At the start of the second year, my daughter started her enrollment and I volunteered to be a PAC member. What became evident is that the PAC was separated into groups; those that were in the in-group and were personal friends of the PAC president and those that were in the out-group.

The in-group scheduled meetings at their homes and organized functions just within the group. The out-group was never encouraged to attend or participate. What I soon came to realize is that the in-group PAC members treated the organization like a social club and did not have the best intentions in mind. In alienating new parents, a vast resource was lost. Imagine the skills, enthusiasm, and volunteer hours lost by not recruiting additional parents. Imagine the amount of activities and events that could have been achieved had we worked as one unit, not a separated one. So how should the PAC leader treated this situation differently?

An organization is usually created to achieve a mission. Whether it is to sell goods, provide services, or other reasons, an organization is formed for a reason. It is up to leadership to guide the organization to achieve this mission as effectively and efficiently as possible. The leader must act with the organizational best interest in mind. As for the PAC, embracing this concept of leadership effectiveness, the president should have recruited and solicited volunteers to help serve. This solicitation should have been sincere and with the right intentions. The potential new members should have been welcomed, embraced for their volunteerism. In doing so, the PAC president could have recruited and developed effective followers.

Effective followers (Lussier & Achua, 2013):
-          Are high on critical thinking and involvement
-          Are not risk-adverse nor do they shy from conflict
-          Have the courage to initiate change
-          Serve the best interest of the organization
-          Tend to function very well in self-managed teams
-          Complement the leader’s efforts and can be relied upon the relive the leader of many tasks



The irony is that, after the PAC drove away any potential volunteers to help, at the end of year they complained of burn out and lack of activities. In essence, they were their own worst enemy.


Damien
References
Air Force Occupational Measurement Squadron. (2007). Professional development guide- AF pamphlet 36-2241. Randolph AFB TX: US Air Force.
Hosain, S. (2016). 360 degree feedback as a technique of performance appraisal: Does it really work? Asian Business Review, 6(13), 21-25.
Lussier, R. N., & Achua, C. F. (2013). Leadership: Theory, application, & skill development (5th ed.). Mason, OH: Cengage/Thomson South-Western.
Pfau, B. (2002). Does 360-degree feedback negatively affect company performance? HR MAgazine, 47(6), 54-60.


Thursday, September 1, 2016

Reviewing PMI® Code of Ethics and Professional Conduct—How Can PMs’ Act Ethically?








Hello Blog Fans! Welcome to another week and another topic! This week we dive into the world of ethics. Okay. Admittedly, this is not the most exciting topic for review. However, I would argue that ethics is one of the MOST important topics to discuss (and can lead to some lively discussions!).

 


Just open any newspaper, journalist magazines, or watch television news broadcast to see how ethics has been a plaguing problem across all industries. Here is a quick review of PMI®’s Code of Ethics.


The PMI® Code of Conduct sets the expectations for practitioners in the PM community.  “The Code of Ethics and Professional Conduct is divided into sections that contain standards of conduct which are aligned with the four values that were identified as most important to the project management community” (Project Management Institute, 2006). These four values are (Project Management Institute, 2006):

1-      Responsibility- is our duty to take ownership for the decisions we make or fail to make, the actions we take or fail to take, and the consequences that result.

2-      Respect- is our duty to show a high regard for ourselves, others, and the resources entrusted to us. Resources entrusted to us may include people, money, reputation, the safety of others, and natural or environmental resources

3-      Fairness- is our duty to make decisions and act impartially and objectively. Our conduct must be free from competing self-interest, prejudice, and favoritism.

4-      Honesty-  is our duty to understand the truth and act in a truthful manner both in our communications and in our conduct.

In addition, each section of the Code of Ethics and Professional Conduct contains both aspirational standards and mandatory standards. As the names imply, aspirational standards are those that practitioners strive to uphold. Mandatory standards are set, firm standards that must be followed (Project Management Institute, 2006).

Armed with the above information, how useful are the PMI® Code of Ethics and Professional Conduct in helping someone decide what behavior is appropriate and inappropriate?  Apparently, this must be a common question as PMI® has devoted another document to help. “This PMI Ethical Decision-Making Framework (EDMF) document describes steps that can be used to guide an individual in the project management profession through a process to make a decision when confronted with an ethical dilemma” (Project Management Institute, 2016).



In essence, EDMF describes 5 steps (and associated sub-questions) is intended to be used as a guide for critical thinking throughout the ethical decision-making process, it is represented as a sequence of questions and sub-questions to stimulate the user beginning with the recognition and assessment of the issue, and ending with a decision and action. Here is a pictorial of the 5-Steps (Project Management Institute, 2016):


PMI® Ethical Decision-Making Framework

Corresponding with the 5-Steps are the questions you can ask for each.




As PMs, why is ethics and standards important? The answer basically comes down to teamwork. PMs are essentially completing an activity with others. In order to be a leader, the PM must establish trust in building relationships. No trust, no followers! And trust requires the PM is act ethically. No ways around it. If the leader cuts corners, lies to stakeholders, or acts in other unethical ways, the team will lose trust and the project will probably fail.  “Wise leaders understand that a shared and credible statement of the organization's ethical standards must complement a shared recognition of the leader's ethical beliefs” (O'Brochta, 2012).

So how does a PM know if they are acting ethically? Admittedly, the mandatory standards are almost cut-and-dry, black-or-white. Examples of these would be to not break policies, rules, regulations, or laws. However, aspirational standards can be a little “gray”.  One example, as provided by author Andy Jordan, is:

For example, I know of a professional services organization that wanted to include a clear statement that they would never lie to a customer about the status of their project. That led to a discussion about whether omitting information was a lie, and by extension, only answering questions asked rather than volunteering information. (Jordan, 2016)

The answer isn’t always clear, but the practice must be consistent. I am a big advocate of standards. As PMI® states:

“We believe that we can advance our profession, both individually and collectively, by embracing this Code of Ethics and Professional Conduct. We also believe that this Code will assist us in making wise decisions, particularly when faced with difficult situations where we may be asked to compromise our integrity or our values” (Project Management Institute, 2006).

No one is perfect. Not every decision we have to make is popular. However, standing by our values and ethics of the profession helps ensure integrity and honor while serving as team members and leaders in our profession. 

Damien


References
Jordan, A. (2016). How do you know you're behaving ethically? Retrieved from http://www.projectmanagement.com/articles/318674/How-Do-You-Know-Youre-Behaving-Ethically-
O'Brochta, M. (2012). The leader's choice--five steps to ethical decision making. Retrieved from http://www.pmi.org/learning/library/leaders-choice-ethical-decision-making-6031
Project Management Institute. (2006). Code of ethics and professional conduct. Retrieved from http://www.pmi.org/~/media/PDF/Ethics/PMI-Code-of-Ethics-and-Professional-Conduct.ashx
Project Management Institute. (2016). Ethical decision-making framework. Retrieved from http://www.pmi.org/about/ethics/code