Establishing A Project Management Office (PMO) Part 3 – The Project Objectives

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In the prior post, I talked about defining the Business Objectives (outcomes) for the PMO. Once these are known and agreed upon by the PMO Sponsor, you can move on to defining the Project Objectives, with the project being the establishment of the PMO.

I list here some considerations for setting Project Objectives for the PMO. It is not meant to be a complete list, but it will give you a good idea of what to consider.

  • Budget – What will be the budget for the PMO? Consider salaries, benefits, ongoing education, funding for professional organizations such as PMI, paying for certifications such as PMP, and travel.
  • Organizational Structure – What will be the level of the top of the organization (Officer, Sr. VP, VP, Sr. Director, Director, etc)? Will there be multiple levels below this? Will you have different levels of PM’s? How many full time employees? Will you use consultants?
  • Offices and Locations
  • Job Descriptions – Once you have an Organizational Structure defined, you will need Job Descriptions and pay ranges for each defined job. These will be used as guides in the interview and hiring process.
  • Hiring – Starting with the top of the PMO organization. Once hired, this person will be largely responsible for hiring the rest of the team.
  • PMO Charter – This will contain the “rules of engagement” for the PMO. Things like how projects will be assigned, the roles the team will play, the project life cycle for this organization, the definition of when the PMO engagement on a project ends, etc.
  • PMO Processes and Templates – These will be the standards and practices for all steps of the project life cycle.

Your Project Objectives for establishing the PMO should be approved by the PMO Sponsor before moving on to the next step.

A reminder that my book “Project Management For The Real World” is available in paperback and Kindle formats at

http://www.amazon.com/dp/B089KRDDVN

Establishing A Project Management Office (PMO) Part 2 – Business Objectives

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If you have been following this blog you will recognize a common theme in almost everything you want to do: Know your outcomes (aka “Business Objectives”). Before establishing a PMO, you need to understand the PMO Sponsor’s vision of what problems they are trying to solve and/or what opportunities they wish to exploit.

Here are some possible problems your business may face that can be mitigated by having a PMO. You may have one or more of these to solve:

  • We aren’t maximizing our Return On Investment (ROI) from our portfolio of projects.
  • Our project mix is not aligned with our long and short term business goals
  • We don’t have control of our project request process
  • We have key resources frequently overloaded causing project bottlenecks and delays
  • Our projects are usually late
  • Our projects are usually over budget
  • We under-deliver on the agreed upon scope
  • Our projects often have the scope expanded without knowledge or approval
  • Our project quality is frequently lacking
  • We take on too much risk
  • We don’t take on enough risk

Depending on the problems you wish to solve, here is just a sample of the measurable business outcomes you can obtain my investing in a PMO:

  • Regular financial analysis reviews showing the ROI on the current active project portfolio and the ROI on alternative combinations of projects
  • No resource bottlenecks; Resources obtained and deployed in the most effective manner
  • Deliver projects on or under the approved schedule and budget
  • Deliver on the approved scope
  • Control how much risk we are taking on (possibly by regular review of the risk/reward matrix of the current portfolio of projects)

In the next post I will present some possible Project Objectives for the establishment of a PMO.

A reminder that my book “Project Management For The Real World” is available in both paperback and Kindle formats at

ww.amazon.com/dp/B089KRDDVN

Establishing A Project Management Office (PMO) Part 1 – Overview

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If your organization is embarking on creating a PMO, congratulations! You will typically find one in the best run companies. If you are not sure how to go about it, I will offer some guidance and suggestions in the upcoming series of posts.

Creating a PMO is a goal. Presumably, you want to have it done by a target date. The combination of a goal and a target date means you have a project! You should treat the establishment of a PMO as a project and use formal project management techniques to do so.

Here are the topics I will address in this series:

  • Part 2 – The Business Objectives
  • Part 3 – The Project Objectives
  • Part 4 – The Stakeholders
  • Part 5 – The Scope
  • Part 6 – The Timeline and the Budget
  • Part 7 – Risks, Constraints, Dependencies
  • Part 8 – Summary

Something as business critical as creating a PMO should never be done via undocumented, ad hoc conversations. Following the guidelines I provide in the upcoming posts will give you a much greater chance of success.

A reminder that my book “Project Management For The Real World” is available in paperback and Kindle formats at

http://www.amazon.com/dp/B089KRDDVN

Studying For The PMP Exam Part 2 of 2

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In part 1 of this 2 part series, I gave you some good reasons why you should get your Project Management Professional (PMP) certification from the Project Management Institute (PMI). In this part, I will share the methods I used to prepare for the exam.

There are many excellent exam prep courses available but they are usually very expensive (over $1,000) and in my opinion are not necessary. If you are comfortable with self-study, you can prepare for this exam for a lot less money.

Here is what I did:

  • Purchased a self-study book that had excellent reviews
  • Took as many free practice exams as possible

The book I used and the one I recommend is “The PMP Exam: How to Pass on Your First Try” by Andy Crowe. The author does an excellent job leading you through everything you need to know, with practice exams at the end of each chapter. The most important thing this book does, though, is change the way you think about project management to be in alignment with how the PMI wants you to think about project management. If you go into the exam trying to pass just based on your project management experience, in the words of Andy Crowe, “The exam will chew you up and spit you out.”

I personally went through the book three times to make sure I thoroughly understood the material. You will have to decide for yourself how many times you will need.

The other thing you need to do is practice! There are many free PMP practice exams available on the internet. Just use Google to find them. A general principle in learning anything is to “try, fail, correct, try again”. This is the best way to master any skill or subject. The practice exams will reveal your areas of weakness, where you need to focus your study time. Take as many of these as your schedule allows. I even found one that had a full 200 question, four hour timed exam. That was a very valuable exercise. The practice tests in the Crowe book tend to be a bit easier than the real exam so you need to seek out difficult practice questions.

Be prepared to put in many hours preparing for the exam. It is not a slam dunk and you need to be well prepared. I studied over the course of six weeks, about 1-2 hours per day. If you fail the exam there are no refunds and you will have to pay to take it again so it is in your best interests to pass on the first attempt.

Good luck to all of you preparing to take the exam!

A reminder that my book “Project Management For The Real World” is available in paperback and Kindle formats at

http://www.amazon.com/dp/B089KRDDVN

Studying For The PMP Exam Part 1 of 2

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If you are planning either a career in project management or having project management as a critical part of your job function, you should absolutely get your Project Management Professional (PMP) certification from the Project Management Institute (PMI). There are two primary reasons for doing this:

  1. It will greatly enhance your job opportunities and career advancement prospects. The PMP certification is a validation of your knowledge and experience, and shows a commitment to ongoing education in the discipline. Many organizations use the PMP certification as a filter to select qualified candidates to interview. Without the PMP, in many cases you will not even be able to get a phone screen interview.
  2. It will make you a better Project Manager! In my personal experience, just studying for the PMP exam will improve your abilities as a Project Manager. How? It will introduce you to processes, tools and techniques you will likely have never used as a “seat of the pants” Project Manager. You will use this additional knowledge in your future projects and see how they greatly improve the quality of your outcomes.

You cannot go into the PMP exam hoping to pass it just based on your project management real-world experience. The PMI wants you to know and understand best practices, and also wants you to approach project management using their paradigm. You cannot pass without knowing these things.

In Part 2 of this post, I will share with you the methods I used to study for and pass the exam on the first attempt. It didn’t cost anywhere near the $1200 or so some companies charge for PMP prep classes. I hope you find it useful and informative.

A reminder that my book “Project Management For The Real World” is available in paperback and Kindle formats at

http://www.amazon.com/dp/B089KRDDVN

It’s OK To Not Have A Five Year Plan

Have you ever encountered the dreaded “Where do you see yourself in five years?” question during a job interview? I would guess most of us have. There are not many great answers to this question. Many will sound like either you are already plotting to leave the job for which you are currently interviewing or you lack ambition.

I admire those who, at an early age, already know what they want to do and plot a course of action. I was not one of them. Even after college graduation, I wondered what I was good at and what type of work I could be happy with. Ultimately I settled on an approach of being ready for opportunity.

For those of you who don’t have a ready answer to the “Where do you see yourself in five years?” question, I offer the following guidance: Be the type of person that is ready for opportunity when it presents itself.

So how do you do that? Here is a blueprint:

  1. Do your current job, even one you don’t like, with diligence. Trust me, people will notice.
  2. Go beyond your current job description and take on some of the tasks associated with the next level which you wish to be promoted. Promotion becomes easy when you have already demonstrated your competence at that level.
  3. Make learning a lifetime habit. Take evening courses at your local community college. Read books. Search the internet for current best practices in your areas of interest. Listen to relevant career-oriented podcasts. Attend seminars. Work towards a certification. Spend your spare time wisely. Invest in yourself.
  4. Never be satisfied with how good of a job you are doing. Always be looking for better ways to accomplish your tasks. Document your processes and evolve them over time with new information. Share them with others.

So back to the original question “Where do you see yourself in five years?” I will leave the exact phrasing of the answer to you, but incorporate the concept of “I’m always ready for opportunity” with the blueprint steps noted above. If I were interviewing someone, that would be an answer that would impress me.

A reminder that my book “Project Management For The Real World” is available in paperback and Kindle formats at

http://www.amazon.com/dp/B089KRDDVN

The Five Steps To Successful Project Management

There are no secrets to project management success. It’s a combination of education in PM best practices (the Project Management Body of Knowledge, or PMBOK), communication skills, and staying confident, focused and cool under fire. Most successful Project Managers follow these five steps:

Step 1: Know Your Outcomes

In the Project Charter topic, I mentioned the first and most important step in your project is to properly define the business and project outcomes. If you don’t know where you are going, how will you know you have arrived? This is as true for personal projects and goals as it is for business projects.

Step 2: Have a Plan and Take Action

You can speak passionately about your desired outcomes but unless you do something about it they are as worthless as having no outcomes at all. Taking action starts with good planning and the topics on the “Project Management Plan” and the “Project Plan” are excellent places to start. Once you have a plan, you can begin execution.

Step 3: Collect Relevant Information Regarding Progress

It is a rare project that goes exactly according to plan. You need to regularly evaluate whether your outcomes are still achievable and the level of progress towards achieving those outcomes. Having this information leads to the next step …

Step 4: Be Flexible and Change Plans as needed

If your project is not proceeding according to the plan, be prepared to change the plan and do whatever it takes to achieve your desired outcomes. This could mean some combination of the following: changing the order of activities, reassigning resources, changing the scope, crashing the schedule, etc.

The Marines have a motto: “Improvise, Adapt, Overcome”. This is also a good motto for Project Managers.

Step 5: Look and Feel Confident

Your project team will take its cue from you. If you are expressing doubts, look worried and anxious, or show uncertainty, your team will start to feel the same. Using PM best practices and following Steps 1 thru 4 in this post will allow you to proceed with confidence.

Note: Much more detail on successful Project Management can be found in my Kindle book “Project Management For The Real World”, available at

http://www.amazon.com/dp/b089krddvn

#projectmanagement

Kick The Field Goal! What American Football Can Teach Us About Project Management

With the NFL season about to begin I thought I would share a project management lesson I learned many years ago from, oddly enough, watching an NFL telecast. The color analyst was the legendary John Madden.

Team A was trailing Team B 21-0 but it was still early (mid second quarter). They were confronted with a 4th down and goal to go situation from the 5 yard line. Fans of Team A, concerned with the large deficit, were no doubt screaming for their team to go for the touchdown. This is when Madden made the point that resonated with me from a project management perspective:

“I would kick the field goal here. The longer you are at 0 points, the harder it becomes to move off of 0. Once you have points you have something to build on.”

There are those in the modern sports analytics field who might argue this but that is not the point of this post. Madden’s comment made me realize that the longer a project goes without delivering business value (known as the “Business Objectives” of the project), the harder it gets to deliver them. Some of the main reasons for this are:

  1. Business or IT Management and Stakeholders continue to propose grand ideas which significantly increase the scope without going through formal Scope Change Management.
  2. The Project lacks a Charter or Definition with sufficient detail, making “scope creep” hard to define.
  3. The Project is trying to deliver the Project Objectives all at once instead of a phased approach which can deliver some business value earlier.

I recommend having well defined Business and Project Objectives. Manage Scope jealously. Deliver at least some of the Business Value as early as possible and in phases.

The longer a project drags on without delivering something, the harder it gets to deliver anything. So”Kick the Field Goal”. Get off of “zero” as soon as possible. Your business and project (and your career) will be the better for it.

A reminder that my Kindle book “Project Management For The Real World” is available at

http://www.amazon.com/dp/b089krddvn

Now available in paperback!

“Project Management For The Real World” Is Now Available In Paperback!

Are you looking for a new job or a promotion? Adding to your project management skills can help. My book is now available in paperback format (along with the original Kindle version) at

http://www.amazon.com/dp/B0B9S3D9MT

Work From Home Should Be The New Normal

The Post-COVID mindset of “The coast is clear, let’s all come back to the office” has its roots in one of the challenges all Project Managers face: “We’ve always done it that way” syndrome. Not enough employers have challenged this conventional wisdom. The COVID lockdown has shown us there is a better way.

Current economic conditions make it imperative that employees push back against this thinking. Record high gas prices mean asking your employees to essentially take a pay cut to commute to work. Record high real estate prices and rising mortgage rates mean that a promising new hire cannot accept your position because relocating is a prohibitively expensive option. Mandating coming into the office means only drawing from a talent pool that live within a reasonable distance. Hiring good people is the most important function of a successful organization. Why would any forward thinking company live with this limitation?

The corporate culture that includes the unwritten rules “we can’t trust you to work unless we can see you” and “we require you to regularly spend lots of unpaid extra hours here in the office” must transition to “we hire good people and mutually set goals and deliverable deadlines and trust you to do your job well”.

Many now have seen the work-life balance advantages of working from home. Not to mention the obscene amount of wasted hours spent commuting. If your commute is 45 minutes a day (which many Americans think is “reasonable”) that is 1.5 hours round trip or 7.5 hours per week! You are putting in almost an extra day of work each week just commuting. We put up with this only because there wasn’t a better option prior to ubiquitous high speed internet access.

Your employees will become increasingly unhappy with a come into the office mandate and will seek employment that make coming into the office optional. Forward thinking companies will be more than happy to draw the top talent away from those stuck in the past. These are the enterprises that will be most successful in the future.

Labor has unprecedented power now. You should consider using it.

My Kindle book, “Project Management For The Real World” is available at

http://www.amazon.com/dp/b089krddvn