Number
|
Challenge
|
Possible Problems
|
1
|
Too many R’s
|
This is the person that does the work! If there are too many people involved, then the task is adequately defined leaving ambiguity in the task.
As a result, many people are required to perform.
Now, agile teams may think the work effort is shared in a
self-organized team addressing central dependency of failure. This is quite
understandable, but then, there should be fewer R’s. Per design, an agile
team should not be more than 7 in total including the scrum master and
product owner. So, if you see 3+ Rs
for a task, then, trouble is brewing!
|
2
|
Too many A’s
|
This is the person that is answerable to the management and resolves impediments for the team when there is confusion! Too many A’s is an
indication of chaotic control. It is like everybody wants to be engineering
the solution, but nobody is leading.
This could also be an indication of lack of knowledge in the groups
expected to be held accountable that holds the “R” members accountable. Agile
addresses this concisely by having the product owner ultimately accountable
for prioritizing the user stories, decision making in the iteration backlogs,
and in grooming the backlog.
|
3
|
No R’s
|
This is the opposite extreme of an earlier problem and is equally
severe. There is no one to do the work! One may associate this with the “anybody
could have done the job, but nobody did the job” because no one was held to
it.
This is a severe issue with the project management particularly. It
is possible to have this issue when a task can’t be associated with anyone
because the organization has not provided a structure for it. Then, this is
something that the project manager must identify in the risk register and
follow through to get a closure.
|
4
|
No A’s
|
This is the opposite extreme of an earlier problem with much severe
risk exposure. There is no accountability for any work done, leaving anything being acceptable leaving the customers feel the pain.
This issue presents itself in the internal team members having multitude
of meetings to figure our solutions leading to lack of productivity. When this
happens, there is a “Skill/task” alignment mismatch potentially.
In my humble opinion, this should not be associated with people’s morale
due to trust erosion or due to organizational challenges. If any such thing
existed, then, the organization must step up to ensure that the
accountability is properly addressed.
No customer (internal or external) should be waiting on decisions or
success/failure requirements of a task as this is fundamentally against the
lean principle.
|
5
|
Empty spaces
|
If this observation exists, then, the RACI is incomplete. If this
really happens to be the case, then, the project manager or the person listed
as “responsible” and the person listed as held “accountable”
should be raising their voice. If a comparable entry in the risk register is
absent so that this can be resolved, this is like an accident waiting to happen.
|
6
|
Mixed letters
|
Occasionally, it is possible to have an accountable function along
with responsible function. For instance, an internally facing project manager is also accountable to talk with the client. However, such occurrences should be
very minimal.
It is however not acceptable to see such occurrences in some areas
for tasks like “development and QA” or “QA and deployment” because this would
defeat the purpose of role-assignment matrix (RAM). If this exists because of
resource constraints, there should be adequate process control. Combined with
resource constraints and process gaps, this is a potential for “Quality
failure by design” and is also, I believe, a means to “Escaped defects.”
I also think that a “R” and “A” are both “C” and “I” to
a large extent. But, listing “CA” or “IR” is an issue because then it raises
the question of whether the person is first consulting and then accountable?
RACI should avoid such ambiguities and should be a birthplace with mixed
responsibilities.
|
7
|
Lots of C’s
|
If too many C’s exist, then, I believe 3 potential problems may
exist.
The first one is that there is
a skill/task alignment with people listed as responsible/accountable leading
to decision by committee. No ownership exists and people are simply trying to
cover their trails.
The second one is that the culture or project itself may
be so risky that several stakeholders may want to weigh in and potentially
slowing down decision making and unnecessary escalations (needless to
reinforce here the number of communication channels that exponentially
increase here).
The third one is that the underlying processes and tools are
neither understood nor clear requiring more conscious checking of “Am I doing
it right?”
It is critical for an organization to review the RACI in such cases
and address these concerns with an iron hand.
|
8
|
Lots of I’s
|
This issue may not be as severe as Lots of C’s but may be attenuated
in some departments. However, it must be acknowledged that “being informed”
is to be addressed in the communication plan of a project. At times, the
person listed as “I” may have to promote to “C” so that no project gets
derailed at times of scope creep, technical debt management, quality issues,
customer concerns, etc. It is critical to note that the project consciously address
the “I” members balancing the unnecessary slowdown but mitigate any derailment to a
project by misinforming a stakeholder.
|
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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Monday, July 28, 2014
RACI: Errors and Implications in building the right one
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.
Saturday, May 31, 2014
Effective Virtual Meetings
Today's project environments face a unique challenge in holding effective meetings that contain team members physically absent due to geographic limitations spanning multiple time zones. Let us peel the layers of effective meetings.
First, it is critical to understand the cost of meetings. Meetings are one of the easiest means to erode profit margins and consume productive hours ineffectively if used inaccurately. For instance, putting 8 people in a room for 1 hour for a project status meeting would mean 8 hours or 1 productive day of a full-time employee is quickly consumed. When the idea of project management evolved in the corporate world a few decades back, more people were inexperienced working in project environments justifying the need for project meetings. But with the evolution of project management, removal of hierarchical decision-making layers with flatter organizations, sophistication of many tools in today's world question project managers calling for unnecessary meetings. This is an indication of several causes not limited to the project management inefficiency, lack of knowledge dissemination, and communication bottlenecks.
The practices of management by walking around (MBWA) have been known for a long time where key decision managers such as the project manager shouldn't be confining themselves to cubicles or office spaces but walk around to get the updates and remove the impediments faster. The agile approaches take this planning a couple of steps higher where the daily standup meeting is used to plan for corrective actions for the coach. So, use meetings effectively and call for meetings only with members as required. Don't call for a meeting because you don't know the answer and want to show control by bringing many to the table to get the answers to avoid project derailment.
Second, now that we have addressed quickly to eliminate unnecessary meetings, let us look at distributed team members that lack non-verbal clues. These meetings further go beyond an actionable agenda with enough time for team members to review any required information to be prepared for the meeting. Some norms need to exist to understand time and culture boundaries. People may take the calls from vehicles and home, irregular hours for some participants, etc. So, muting phones unless talking, ensuring technology clashes such as not using computer microphones creating background echoes, avoiding too many parameters like conference id, password, audio key, etc. besides dialing into the bridge making it difficult for people to take the call from moving vehicles, understanding constraints with the number of ports available for group meeting, and differentiating webinar versus group meetings where one person alone can talk versus many can talk at the same time are all some examples of additional meeting etiquettes.
These supplement the known order in which people introduce themselves. For instance, people can name the next person to talk, share input, or introduce.
Third, in these meetings, it is equally important to avoid the pretense of multitasking. While it is a good idea to request to repeat or paraphrase questions and is perfectly understandable in a multicultural team membership, it is not an excuse for not focusing during the meeting.
Fourth, a project manager should really understand the purpose of the meeting. An agenda is only good if we stick to it. While we don't need to go with the same order as the agenda, it is critical to ensure we don't go on a tangent moving away from the meeting's purpose.
Finally, a meeting without the meeting minutes documenting the decisions made to avoid further meetings or actions identified on who should do what by when question the productivity of such meetings. A project manager in these cases should become a good facilitator, leader, and coach to keep the meeting in focus, document notes, and coach the team towards effective meetings.
So, meet effectively and only when required. Wouldn't you agree?
Wednesday, April 30, 2014
Key Performance Indicator must start with business need
- Business Need & Effectiveness (Objectives and Key Results [OKR] comes here)
- Business Process & Engagement (Critical Success Factors [CSF] comes here)
- Delivery and Operational Efficiency (Key Performance Indicators [KPI] comes here)
- Schedule Variance and/or Schedule Performance Index
- Cost Variance and/or Cost Performance Index
- Number/Percentage of Projects Forecasted to Launched
- Number/Percentage of milestones reached/missed by project
- Number of FTE hours / project in a delivery-based schedule (no resource leveling)
- % of projects coming behind schedule
- Defect Density (Number of defects logged against requirements)
- % of failure rate against test cases
- % of test cases/requirements coverage
- Number of risks against requirements/test cases
- Prioritization of requirements/test cases based on risks
- Task Progress (against DoD)
- Extent of ATDD/BDD by Business Users (e.g.: exploratory tests)
- Number of Escaped Defects
- DORA metrics
- Cycle Time, Lead Time, WIP
- Estimation Accuracy
- Commitment Evaluation (e.g.: Planned vs Actual Velocity)
- Backlog Growth and Burn rate
- Risk Reduction Rate (Identified, Treated by Response Type, Residual)
- % projects on budget
- % of Challenging Projects/Program or Portfolio
- % of Change Orders $ to original SOW $
- Internal Rate of Return
- Net Present Value
- Payback Period
- Net Profit Margin
- Capacity Utilization Rate (e.g.: Profitability per Project Management Resource)
- Account Growth Revenue
- Cash Conversion Rate (Revenue Recognition Frequency)
- Concept to Cash Cycle Time
- Marketing Metrics
- % of Complaints over Product/Program
- Customer Satisfaction Index (e.g.: NPS)
- Training Efficiency
Sunday, March 30, 2014
Enhancing Productivity
- Non-Project Hours – Delivering no value to project but time for internal process enhances, functional department meetings, training, company meetings
- Non-Productive Hours – Time lost due to ambiguous work, lost work requests, unnecessary meetings, doing other’s work, assumption about roles, lack of accountability, etc.
Friday, February 28, 2014
Ingredients of a Transformational Leader-What can you do?
Transformational Leadership Category
|
Some Thoughts – Actionable steps
|
Ideal Influence
|
1. Walk the talk and avoid lip service. Let the results speak to your
efforts.
2. Build trust for the team by “being there” for them and modifying
people’s behavior to embrace change
3. Proactively implement new ways to organizational culture
|
Inspirational Motivation
|
1. Learn what motivates people – extrinsic and intrinsic needs.
2. Learn from failure so that future strategies can avoid risk and
improve quality
3. Maximize learning from success so that these are not accidental outcomes but repeatable outcomes
4. Ask how you contribute to the organizational vision and empower them
for change.
|
Individual Considerations
|
1. Give work assignments to match one’s skills but challenge you to grow
them by pushing them out of comfort zone. Be a servant leader – they may not
how it benefits them always.
2. Consciously build a career plan. You owe it to your team even in a
balanced matrix organization by providing recommendations.
|
Intellectual Stimulation
|
1. Foster Creativity & Innovation - If the wheel is not broken,
then, you haven't looked hard enough.
2. If people agree too often with you, ask yourself if you are
surrounded by "yes" men.
|
Henry Ford once said, “Coming together is beginning; keeping together is progress; working together is success.” To me success is a meeting point between preparation and opportunity. We need to prepare ourselves to lead before an opportunity presents itself. Understanding one’s own drive and emotions is instrumental to understand the others, which is a perquisite for the transformational leadership that is practiced every day with effective habits on us first before they can be practiced on others.
Are there any other actionable steps or questions that can make this list more comprehensive for practice?
Thursday, January 30, 2014
Need for Statistics for Project Managers
Saturday, December 21, 2013
Essential Leadership behaviors for Agile Transformation
Friday, November 29, 2013
Execution as a Strategy in Acquisition – Relevance to Agile Transformation
Wednesday, October 30, 2013
Value of Product Governance & Portfolio Management in Agile Product Development
Monday, September 30, 2013
PMO Agility: Business case to operate as a Profit center
- 3C: Capability, Capacity, Change Planning (e.g., EEF/OPA support)
- 3R: Resources, Risks, Reporting
- Knowledge Management is supported by focusing on both 3Cs and 3Rs through ongoing training and evaluation.
Friday, August 30, 2013
Chaos Control: Agility in transforming communication - SIT principle
- When the question is relatively easy (Boolean response of somewhat fuzzy but still not complex), it can be categorized as technical. For instance, checking on availability of an individual to cover for someone during a holiday period (Boolean) or requesting someone to check for review error logs to identify the cause or review a long document for clarity, resorting to email is better.
- But, when the same requires deeper discussions requiring prioritization of tasks to meet client needs, and working on multiple projects that have resource constraints, then, communication is no longer simple requiring one to exhibit influence over what the project team may think.
- When the team structure is distributed across time zones or the environment requires navigating through multiple client priorities, personality profiles, escaped defects noted by the client in production aggravating users, the communication evolves to semantics where ambiguity reigns.
Wednesday, July 31, 2013
Agile Success Seed: Product Owner’s role to manage risk
Wednesday, June 26, 2013
Thinking Differently: Transformation from Individual to a Group and to a Team
- Most of the “white hat” thinking would be to immediately soak ourselves in getting the details of what happened, when it occurred, how it was unearthed, etc. As the team gathers the information and evaluates the audit trail or transaction logs, the team may isolate the issue to a specific module or any systemic events. Instead of looking at the people side of the equation, effective team explores red-hat thinking evaluating alternatives and corrective action and seeks gut reactions.
- The focus is shifting from “What happened” to “Why it happened” and “How to prevent”. Effective teams would naturally morph into wearing the black hat and yellow hat in terms of the sense of urgency to fix to address customer concern, business impact, etc.
- While the symptom can be addressed this way, the team wears the green hat to address the root cause of the problem with a better and permanent fix to avoid similar issues affecting other customers and finally take on the blue hat to also streamline the processes by updating documents and manuals, communicating changes required, and providing training as necessary.