The middle management is a transformational change agent exhibiting industry expertise, business acumen, negotiation skills, empowerment skills, and strategic leadership, according to my post-doctoral TONES research. I present my ongoing observations to demonstrate my commitment to continuous learning. For more games, thought leadership, book, and KOL talks, please visit my site.
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Sunday, July 21, 2024
Program Management: Scenarios and Rationale for Document Selection
Sunday, June 30, 2024
Qualifying Benefits in Benefits Management
As I was delivering a Program Management certification training, there were some discussions around the phrase, "Qualify Benefits" (Project Management Institute, 2024). Now, I have already blogged about what benefits mean (Rajagopalan, 2020) even within the context of strategic project management (Rajagopalan, 2021) and in a few follow-up discussions, it was clear to me that the action-oriented adjective, "Qualify," needs some explanation.
- Strategic Alignment: Ensure that the identified benefits align with the organization’s strategic goals and objectives.
- Stakeholder Input: Engage with stakeholders to gather their perspectives on potential benefits, ensuring that all relevant benefits are considered.
- Clear Description: Clearly describe each benefit, including what it is, who will benefit, and how it will be realized.
- Measurability: Define how the benefit will be measured. This often involves establishing key performance indicators (KPIs) or metrics.
- Quantitative Assessment: Where possible, quantify the benefits in financial terms (e.g., cost savings, revenue growth) or other measurable units (e.g., time saved, customer satisfaction scores).
- Qualitative Assessment: For benefits that are difficult to quantify, provide a qualitative assessment (e.g., improved employee morale, enhanced brand reputation).
- Feasibility Analysis: Assess whether the benefits are realistically achievable given the resources, timeframes, and constraints of the project or program.
- Risk Assessment: Identify and evaluate risks that might impact the realization of the benefits and develop mitigation strategies.
- Benefits Register: Document all identified and qualified benefits in benefits register or benefits realization plan.
- Stakeholder Communication: Communicate the qualified benefits to all relevant stakeholders, ensuring transparency and buy-in.
- Tracking Mechanisms: Set up mechanisms to monitor the progress towards achieving the benefits throughout the lifecycle of the project or program.
- Review and Adjust: Regularly review the benefits realization progress and make necessary adjustments to ensure that the benefits are on track to be realized.
Saturday, March 31, 2018
PICTURE your way to understand Program Manager responsibilities
As the program manager is also held accountable for the operations as part of the benefit management, the primary value the program manager offers is their readiness to adopt strategies to optimize the delivery of benefits to the performing or sponsoring organizations.
P – Program Definition. This covers the key elements of formulating and planning the program.
C – Communication with the right stakeholders at the right level at the right time facilitating governance
How do you relate to this acronym to understand the program manager responsibilities?
Thursday, August 31, 2017
Executives need to understand Program & Project Management
As a firm believer in continuous improvement, I have always been monitoring the external environment to find new trends and equip myself with this knowledge. One of these interests was understanding more about Program and Portfolio Management. Although I had executed successfully a few program initiatives and been part of the strategic portfolio management, my interest to pursue Program Management certification became strong with an announcement of Project Management Institute on Program Management Improvement and Accountability Act (President Barack Obama Signs the Program Management Improvement and Accountability Act, 2016). It was then I made a commitment to pursue PgMP certification which I passed successfully this month.
During the pursuit of this journey, I felt the inexorable gap in people in strategic leadership positions not truly understand the value of Project Management - let alone the program management. Many viewed program management that focuses on benefits delivery and benefits sustenance the same as project management that focuses on unique product or result. Mark Langley, the CEO of Project Management Institute, claimed how the lack of understanding project management culture among chief executives such CFO leads to money being wasted on projects failing to meet their strategic objectives or not having the appropriate structure for strong project management culture is a recipe for organizational failure (Langley, 2015).
If the culture of project management that touches on scope, schedule, cost, quality, risk, stakeholder, procurement, human resources, communication, and integration can't address servicing customers, delivering good quality products, and retaining talent, what other professional discipline can be part of the operational excellence that touches on all areas of middle management to address customers, products, and people? It is no wonder Ireland (2006) claimed almost ten years back why executive management needs more project management skills than technical skills or delegation skills to effectively lead the organization. Several years later, Gale (2012) reports on a few organizations as a case study to support the case for increasing role of project management.
As I went through the program management framework that lays the foundation for strategic benefits, coordinated planning, complex interdependencies, deliverable integration and optimized pacing, the role of program management in benefit delivery was conspicuous. The focus of programs not only dealt with incremental benefits delivered through component projects but also on the consolidated benefits through structured governance to resolve quin constraints aligning the program efforts to organizational direction, identifying and responding proactively to risks across the projects and into operations, and leading, coordinating and collaborating multiple work streams. When such a program level leadership role is not identified to go through a program delivery framework, lots of productivity loss becomes transparent to the organizations.
Organizations today are changing dramatically. The need to respond to changes rapidly is an essential fabric to maintaining market share amidst the political, economic, societal, technical, legal, environmental, ethnic, and demographic changes and competitive edge. So, the need for executives to understand the project, program, and portfolio management is not a luxury but a necessity.
References
Gale, S.F. (2012). The case for project management. PMI Executive Guide. Retrieved August 31, 2017, from https://www.pmi.org/-/media/pmi/documents/public/pdf/publications/pmi-executive-guide.pdf
Irelend, L. (2006). Executive Management's role in project management. International Project Management Association. Retrieved August 31, 2017, from http://www.ipma-usa.org/articles/ExecRoles.pdf
Langley, M.A. (2015, August 6). 3 Things CFOs Should Know about Project Management. CFO.com. Retrieved August 31, 2017, from http://ww2.cfo.com/business-planning/2015/08/3-things-cfos-know-project-management/
President Barack Obama Signs the Program Management Improvement and Accountability Act (2016, December). Project Management Institute. Retrieved August 31, 2017, from https://www.pmi.org/about/press-media/press-releases/president-barack-obama-signs-the-program-management-improvement-and-accountability-act
Thursday, July 30, 2015
Client Management: The Influence of Powerful Questions
- What are your goals and objectives? Are you interested in market expansion, market penetration, or both? What's your timeline?
- What are your challenges to meeting these goals and objectives? How would addressing these challenges benefit you and your organization financially?
- What are the profiles of stakeholders that you are looking at to satisfy with your campaign?
- What types of population are you planning to target? Why are these targets important to you?
- What types of channels are you planning to use? What data points do you have to support these channels to effectively reach your population?
- How much of your budget are you willing to spend on these channels? What's your exit strategy?
- How would meeting these goals and overcoming challenges enhance the competitiveness of the product?
- If you were to meet your goal, what would this mean to you?
- If these challenges are not met or goals accomplished, what does this mean to you?
- What's an example of a successful campaign or meeting? What data points are you looking at to evaluate the effectiveness of the campaign or efficiency of the meeting?
- What's your communication style?
- What's your risk profile? Are you adventurous and creative to try new things?
Saturday, January 31, 2015
Risk Managemeent: Key to Advancing into Program Management
The Project Management Institute (PMI) introduced the principles behind program management with a critical focus on maximizing benefits. Often project management focuses on controlling scope and schedule using available workflow tools that they miss an important component of not understanding the value of the project on a larger scale.
The question to ask here is what role did the project play in increasing the value to the performing organization, customer, and the society? When we think about this and focus on the benefits, we step into the next stage of ensuring the project risk is constantly monitored. There are various tools to managing risk but constantly keeping focus and most importantly the risk register.
Understanding these risks is a critical element to the next stage called program management. Why? This is because the program management focuses on what an individual project can't deliver. The impact on value maximization is high in program management. If the risk is not more actively monitored, there will be too many interproject dependencies that may impact these projects more. So, when advancing to program management, active risk management is critical and is a sine qua non for project management excellence.
Furthermore, risk management is at the epicenter of value management. While project management focuses on delivering products, services, or results, program management focuses on benefits delivery. Since the extent to which businesses and customers derive the benefits describes value, in delivering products or benefits, lean principles advocate flow by avoiding delays. As the day passes, value should be incrementally built. Even when the project may not have been launched and the anticipated benefits realized, we monitor the progression of work so that projects don’t slip, tasks don’t wait, or decisions are not delayed. From the discipline of earned value management, this is why we even look at the 'value' earned in a snapshot in time!
One thing that I was very proud of in my current workplace is that there was an all-hands meeting from all account managers, project managers, development representatives, script writers, creative artists, testing team, and operational team members. The project management team was responsible for holding this meeting on a weekly basis at a predetermined time on Tuesday with remote representatives and traveling account managers on the telephone bridge. This meeting served as the 'synchronization' meeting where everyone synched on raising their part of the risks and issues as well as the impact to the project, client, and the revenue to be recognized by the company! Everyone was willing to pivot accordingly because there is only limited capacity of time/resources available!
Now, will synchronization alone contribute to seamless value flow? Let us see. While each team had their independent meetings to discuss what was in their backlog. The creative team had a weekly meeting to discuss department specific projects and client specific projects. The development team had its daily standup with the onshore and offsite engineers. The account management team had their own retreats (that's the name they used) to discuss client and deal with specific issues. So, each team had its own cadence on when to meet, what to discuss, etc.
Therefore, although both cadence and synchronization were present, some of the challenges that we repeatedly discussed in the synchronization meeting emphasized that there were other forces at play impeding value flow. The most common things that came up are the following:
- Lack of Visibility: There was no combined backlog or a visible backlog of what happened inside every team. If a team discussed a new project that is slowing work for other initiatives, that was a surprise!
- Multitasking: Some teams had a single person working on multiple things. For example, a creative artist was assigned to more than project extending the amount of time taken for both projects. This diffused the need for more resources required to meet the increasing demand. Delays in projects slowed value delivery and revenue recognition.
- Size of the Work Commitments: Some work commitments made were large. There was not enough questioning of the estimates to the commitments made. Sometimes, there was only one single person available to do such work introducing the key candidate risk.
- Complicated Workflow: Some review and approval steps in the process were unnecessary, increasing the amount of time taken for people to wait on those steps. The time zone and the manual processes fueled this fire further.
I believe value is proportional to the waste reduced (value = f (waste reduced)). Some of these value blocking forces causing waste are common in many companies. We tried to address it by having cross-functional representatives in other cadence meetings, consolidating tools on a single ALM tool, introducing role-plays with team members rotating with others, and reviewing steps in the workflow to minimally required to ensure compliance. What other techniques could have worked? Please share.
Sunday, November 30, 2014
Cost of Quality: The increasing value of acceptance testing besides automated testing
- Eliminating the number of testers increases the level of effort on the remaining testers to check every test case as thoroughly as possible introducing errors. The testers that have the accountability to ensure that they don’t release features without signing off are under pressure compromising the quality.
- Keeping more testing resources also does not guarantee zero quality when the testers don’t keep up with the current trends. The number of communication lines increase with the QA manager, test lead, offshore test coordinators, and testers. This functional hierarchy removes the testers from the developers defeating the self-organized team requirements. Consequently, the requirements dilute and morph leading to management problems as the customer complaints increase, time to market slips, and product reviews decline.
- The client facing roles mentioned earlier may question why they should do this testing that the testing department is accountable for? It is a valid question but when buying a car why do you want a test run? Why do we do our own walk-through inspection of the home instead of leaving the work completely to the home inspector? We do this because we are equally responsible for the outcome. As these roles face the client who can claim escaped defects or the features for enhancement, how could these responsibilities have downplayed?
- Let us face another argument of being busy doing this acceptance testing! When automation is introduced, the developers and testers must write additional lines of code and test scripts to ensure that the automation works according to the 3A principle (Arrange what needs to be tested, Act by developing code to test, and assert by evaluating the outcome against the expected). This needs more time commitment and learning additional tools where the developers and testers need to immerse themselves to evolve to the expectations of today’s workforce. So, if one group that is busy can increase their competencies, why should not these client facing roles elevate their skill-competency gap instead of claiming the busy life?
- Another important angle to consider is new functional non-customer value add requirement but a business value-add requirement, such as the heartbeat monitors, exception log checks, and time taken to test checks as part of the automation efforts. None of these requirements are part of the actual product feature a customer sees but are additional scope of work that the business mandates on the execution wings to design, develop, and test. When these are baked into the level of effort or timeline and when customer asks to reduce the time to market, the client facing roles cripple the quality by not standing up for best practices.
Monday, June 30, 2014
RACI: An important tool to manage project outcome and stakeholder expectations
A few
years back in a 2-day workshop on organizational strategy to structure, I saw
the facilitator came up with the RACI chart and fumble on the RACI explanation
confusing “A” in RACI to “Aid.” In a different situation, the vice president of
a client management group was referring to giving copyrights to his manager for
coming up with the RACI model. Recently, when I saw the RACI matrix for a
process map on a sales-to-execution role definition, I saw processes where the
same owner was both responsible and accountable and some areas where there was
no person was identified as accountable. The more I am in management, the
more I am feeling that key important stakeholders should become trained on
fundamentals of project management, such as the tools associated with Project
Management, so that they can position the projects for success and even
inadvertently don’t derail the projects.
There are several reasons why a RACI chart is required. The most common ones include when the organization is large enough that simple project communication tools alone would not eliminate role ambiguities efficiently controlling costs to the organization. The subtle reason for requiring a RACI becomes essential when the organization is siloed where several members are working on similar tasks creating waste and not making the organization lean. From a project, program, product, & portfolio management perspective, this RACI tool surfaces to the top of managing risks to these strategic initiatives as middle management wonders if they have the authority to implement their job or projects experience schedule slippage, scope creep, cost overrun, and escaped defects.
So, how does this manage strategic initiative from project to portfolio management? Now that we realize the importance of the tool, let us ground our thoughts here in relating this tool to stakeholder and risk management. Here are my thoughts!
Role |
Description |
Stakeholder |
Responsible |
The individual performing an activity. |
This
person does the work. It may be a developer, tester, data analyst, or network
administrator in software development or a project manager in a project. In the Power-Interest grid, the R members are mapped to the "Keep Informed" (Low Power, High interest) quadrant for the most part. |
Accountable |
The
individual ultimately accountable. |
This
person is answerable to the management in managing the client and the
project’s profitability. An account manager, product manager, project
manager, executive sponsor, functional manager are all examples. This person
should also use the risk register effectively by mapping the risk owner to the
RACI. In the Power-Interest grid, the A members are mapped to the "Manage Closely" (High Power, High interest) quadrant for the most part. |
Consulted |
The
individual required to offer input and contribute to the activity. |
This
person offers 2-way communication and is a domain expert. This person should
hold both “Responsible” and “Accountable” person in check if only they consult.
This person alternative risk management techniques like the root cause
analysis, force field analysist, and SWIFT (Structured What If Thinking)
promoting thoughts that may otherwise be missed impeding flow. May be able to
roll up the sleeves to do what these above roles should do. Can take on the
roles of Director, Proposition Manager, Business Architect, Project Manager,
etc. In the Power-Interest grid, the C members are mapped to the "Keep Satisfied" (High Power, Low interest) quadrant for the most part. But they could also come from any other quadrant. |
Informed |
The
individual that needs to be informed of the decision and its impact. |
These
are the people that PMBOK calls as stakeholders that can be positively or
negatively impacted by the project’s outcome. These stakeholders must be
managed so that unnecessary escalation and project derailment does not
happen. The “Informed” is not limited to organizational employees and
business units but customers, vendors, partners, and end-users depending upon
projects or product’s goals. In the Power-Interest grid, the C members are mapped to the "Monitor Marginally" (Low Power, Low interest) quadrant for the most part. But they could also come from any other quadrant. |
Every tool in the Project Management Book of Knowledge is so critical that it has its place in managing the project’s outcome. Understanding its purpose and utilizing it appropriately is critical to any organization’s job. RACI is an important asset to any management to eliminate waste, increase efficiency, and enhance stability.
Now, how do you foresee its use in your organization, business unit, and product or project management? Share your thoughts!
References
Project Management Institute (2013). Project Management Book of Knowledge. Fifth Edition. New Town Square, PA: Project Management Institute.