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Manage the International Team and the Work
 
Manage the International Team and the Work
Introduction
Work has begun on the
project. Given that this is going on in multiple locations, a key issue relates
to the techniques for effectively and efficiently managing both the people and
the work. If this was a simple, single-culture and -location project, then you
would be provided with guidelines to cover the entire project so as to be
complete. Forget it. You cannot be complete or cover all bases. There are too
many people, locations, and managers to deal with. This gives you your first
guideline:
Be selective in terms of how you manage the
people and the work in an international project.
There will be times when you feel guilty because you could not
talk to all of the team members in a given week. Some things are bound to “fall
through the cracks.”
A related question to ask is “What is success in managing the work
and people?” Is it that you do project administration well? No. Is it that you
are aware of the status of the project at all times? Getting closer. Here are
some measures of success in management:
-
Management never comes to you with an issue. You always go
to them and keep them up-to-date. This shows that you are on top of the project.
-
You take time to analyze the issues and work in the
project—not just oversee it.
-
You are very much involved with issues and problems and the
related team members and tasks.
-
Morale among project members is high as is evident by how
they discuss the project.
Note that these are indirect signs of success. In all of
international projects we have been involved with, there were few times where
people came up and said what a success the project was. In general, things are
going well if there are no major complaints or issues and you hear the team
talking about their work in the project.
From experience a list of key activities in managing the project
when it is underway is given in Fig.
7.1. As with many things in this book, this is organized into a table for
your later use. The type of activity is given in the first column. Activities
are listed in the second column. Some of the potential problems that you might
encounter and comments are in the third column of the table. The last column
indicates whether the activity should be treated as foreground or background,
based on the following discussion:
How do you manage your time among these activities in general?
Consider yourself as an operating systems on a computer. Operating systems
perform foreground and background tasks at the same time. A foreground task is
higher priority and what you are concentrating on. A background activity is what
is lower priority and can go on when you are not busy with foreground
activities. At any given time as a project leader you should have two lists: one
for foreground tasks and the other for background work. This method has several
benefits for you.
-
You force yourself to divide up what you do into two simple
priority categories.
-
You ensure that foreground tasks are given a higher priority
than background work.
-
You give a higher priority to action-oriented work and a
lower priority to administrative tasks.
-
You can assess how you are doing by seeing how many
activities in each category have been addressed.
-
Over time as you become more experienced, you can add to the
number of things that you are doing simultaneously. When you later measure this,
you can see how efficient you are.
Purpose And
Scope
For each purpose there are goals for you as the project
leader and for the international project overall.
Technical Purpose
For the project, the
technical goal is get high-quality work produced with a minimum of problems and
issues. Doing the work on time and within budget is a business purpose. Another
related technical objective is to ensure that the project state is known at all
time.
Your own technical objective is to improve your project management
skills so that you can be more efficient and effective later in the project and
in future projects. Keep this in mind always and you will spend less time in
administrative overhead work. Let’s get something out on the table about
administrative work. It is essential, but it is overhead and takes time away
from other things.
Remember that one of your biggest enemies is time. In general,
In international projects time is more
important than money.
You can always find money if the project is making progress
and the need is clear. No one has yet figured out how to change time.
Business Purpose
For the project, the business purpose is to accomplish the
goals of the project within the constraints of money and time. Beyond this, the
overall goal is that the results of the project yield the benefits that were
expected. After all, it doesn’t do much good if the project is a roaring success
and the results of the project are either a stinking failure or are not used.
Another business goal is the milestones and work be measurable so that the
information about the project is accurate.
Your business goal as a project leader is to get issues
understood, analyzed, and resolved. You do not want unpleasant surprises toward
the end of the project. Another business goal is that the project team work well
together in their work.
Political Purpose
The project goal is to build a culture of collaboration
during the international project that will last after the project is completed.
At the local level you want to build greater cooperation and understand with
other locations and with headquarters. For headquarters you will want the
headquarters managers and others involved in the project to be more sensitive to
the activities and needs of the in-country operations. Aren’t these goals too
ambitious? Probably, but that is what goals are for.
How would you measure whether you are making progress toward these
objectives? Take notice of people’s attitudes at the start of the project. Do
headquarters people make derisive statements about one or more in-country
locations? Do the local operations managers and staff complain a great deal
about headquarters not making decisions, interfering in their work, and imposing
unrealistic activities on them? Then notice if there is an attitude change as
the work progresses. If there is a change, then you are on the road to a
success.
What is your political goal? You want to build relationships
with as many people as you can for the project duration and for your future.
While being a project leader is very stressful and demanding, it can also be a
key to moving ahead in the organization or in advancing in another company.
End
Products
A realistic set of end products for your international
project includes the following:
-
Reviewed milestones;
-
Issues being tracked and resolved;
-
Lessons learned being collected and used;
-
Up-to-date schedule and plan that are accurate;
-
Management aware of issues and status of the project;
-
Team members working together on tasks;
-
An effective method for allocating resources and dealing
with resource conflicts
Approach
Carry Out Proactive
Resource Allocation
From the very start of this book, it has been emphasized
that a major problem in international projects is that people in a location can
be drawn away from the project to do other work. Often, if they do not tell you,
then you will not know this has happened until you inquire about the status of
the work. Moreover, this approach is reactive.
The goal here is to define a proactive approach that heads off or
at least minimizes the extent to which people are pulled from the project. Here
is a technique that works:
-
Identify the critical resources to the project. These may be
individual who are working on tasks with risk or on tasks where there is severe
time pressure.
-
Arrange a weekly meeting with the appropriate line
manager(s) to review the use of their resources in the project and the projected
use of the resources in the upcoming week. Since there are often multiple
locations, you will have to resort to telephone or videoconferencing. A good day
to do this is Thursday—before the end of the week, but also far enough in the
work week.
-
At the meeting, you will first review how the current week
went. Identify any times when the person was pulled from the project. Discuss
why and how this happened. This will indicate to them that you are aware of what
is going on. They will be more reluctant to do this in the future. Now turn to
the upcoming week. Ask what is going on that would interfere with their work in
the project. This may force some of the hidden agendas out in the open. Discuss
what they will be working on in the project. Agree on what is to be done. In
general, you should have people work on your project on Tuesday and Wednesday.
Why these particular days? Well, Monday is just after the weekend and there may
have been problems over the weekend that have to be addressed. Thursday and
Friday are days when people are getting ready for the weekend.
Update The Plan
In traditional project management, the project leader
updates the plan in a meeting or through contact with team members. This has
several drawbacks in international projects. First, it is almost impossible to
reach everyone. You would be on the telephone all of the time. You could do no
other work. Second, it lowers the project leader to the position of a
clerk—demeaning. Third, the team does not participate.
You require a better and faster method in which team members
collaborate and participate. Here are the steps of a winning method:
-
Provide network access to all team members so that they can
view and update their tasks in the plan.
-
Supply a minimum amount of training in the project
management software (about 4 hours) so that they know how to open the plan,
enter tasks, update tasks, and save the results.
-
Have each team member update their tasks twice a week. Since
the detailed tasks are 1–2 weeks in duration, this is not an undue effort. There
are typically only a handful of active tasks at any given time. The method for
updating is as follows: mark all completed tasks as complete; if there is
slippage in a task, then a new task is created that links to the original task,
indicating the date created and reason for the task; new tasks are also entered
in this way. Recall that there is detail for 3–4 months in advance so the team
members will also enter detailed tasks in the future so that you always have the
future 3–4 months of the plan in detail.
-
After the plan has been updated, the project leader reviews
the plan to see what changed overall. Has there been a slippage? If so, then you
can filter the plan and examine what changed. You can then contact the specific
team members that caused the schedule to shift. More issues may be added.
This is a proactive approach that gets the team members to
participate and define and update their work. The project leader is then really
functioning as the project leader and not doing clerical work. Look at the third
step again. Notice that team members cannot just slip a task and input a new
duration. If you allow people to do this, you will lose traceability in the
plan. Accountability will also suffer. Another benefit of the method is that it
saves time since updating is being performed in parallel. In addition, the
project leaders’ time is focused on where there are problems.
Track Project Work
This section deals with your overall involvement with the
project team as work is being done. Your goal here is to gain a better
understanding of what is going on and how the work is being done. Through this
you will gain insight into the real state of the project. You also may uncover
more issues.
In communications the emphasis is on informal contact. Never have
team members come to you. Always call them or go to them. This shows that you
care enough to get out there. Try to go to team members unannounced frequently.
If you always announce your visits, then people will change to show you and tell
you what you want to hear. This is like Potemkin villages in the days of the
czars in Russia. The czarina, Catherine the Great, wanted to see how the people
lived. The officials were aghast. Potemkin came up with the solution. The
czarina would take a boat down the main river and she could then see the
villages and talk to people. Potemkin arranged for a model village to be created
so that wheels could be attached to the houses. During the day the czarina saw a
happy village which was very clean. As she slept on the boat, the village was
moved down the river and changed. The same scene was repeated for several days—a
small, but interesting project.
When you encounter the team member, talk in generalities at the
start. Inquire about their personal life. Try to remember the names of their
spouses and some personal fact. This shows that you care about them and more
than just the work. After this, you can then ask how the work is going in terms
of any problems that they are facing. You can also here ask about other work
that they are doing beyond the project. Listen for the tone of voice. What is
more exciting to them—the project or the regular work? Work to uncover any new
issues. Volunteer to help them. Then you can get to status.
You will encounter some difficult personnel situations. People may
not get along with each other. A team member is not doing work in the project
even though you have talked about this repeatedly. How do you handle situations
such as these? Begin to contact them more frequently. If they see you coming or
hear from you more often, they will begin to realize that their work is really
important to the project. If you fail to do this, then they may feel that there
is no big problem. Remember it is what you do that is more important than what
you say in project management.
Even after visiting them repeatedly, nothing happens. Then
what? One of us has adopted an extreme approach. You move in with them where
they are working. Now the pressure is really on. In one case, this took a long
time to get across. It finally worked, but it was an ordeal. The person was
quite dense.
Review Milestones
You have no time to review all of the milestones in an
international project. There are too many and there is too little time. You have
to be selective in reviewing milestones. Which ones do you review? Concentrate
on the milestones that have risky tasks and issues associated with them.
Milestones that are routine and not critical in that mistakes can be easily
corrected can be given less attention.
Here is a proven method for selecting which milestones to review?
At the start of the project rate each milestone on a scale of 0 to 3 as follows:
-
Level 0, no review. This category is reserved for simple
situations.
-
Level 1, existence. Here you just check to see if there is
evidence of the work.
-
Level 2, structure. The end product is in 14 parts. Are
there 14 parts?
-
Level 3, content. This category is reserved for areas of
risk and where the work leading up to the milestone has issues.
Update the rating as time goes by.
How do you review a level 3 milestone? Obviously, it depends
upon the nature of the project and that of the specific milestone. However, many
milestones are reports, analysis, and similar things. You don’t have time to
read all of the documents. Also, how could you determine where there are
problems and weaknesses? A proven method is to have the two team members who
performed the work make a presentation of their work in a lessons learned
meeting. During the meeting watch their body language and listen to their tone
of voice. Look for topics that they gloss over. This will tell you a great deal
about the parts of the document or end product that should be reviewed in detail
after the meeting. Of course, if you have followed the method of successive
outlining that was discussed earlier, then the problems will be lessened.
Determine The State
Of The Project
The state of an
international project is the real status and condition of the project. It is an
overall view of the project as opposed to the status. The project score card
that is addressed next is another method for determining the state of the
project.
How do you determine the state of a project? Let’s put it
differently. Suppose that you are appointed to take over an international
project that was in trouble. What would you do and ask? Here is a list of
questions:
-
What is the status of the oldest outstanding issue? Why is
it still unresolved?
-
If you take the latest version of the plan and go out to the
team members, would you find that what they are working on is accurately
reflected in the plan?
-
Are team members working in isolation to each other or are
they working together?
The second question is of particular interest. Several things
may be observed. First, they may not be working on the project at all—not a good
sign. Second, the plan may be accurate—very good. Third, the team members may be
working on the project, but they are doing work that is not in the plan.
However, it is important work. What does this mean? First, the plan does not
accurately reflect the extent of the work that is required. This means that the
schedule for the project is probably faulty and too optimistic. Second, it means
that you may have encountered an example of an iceberg project. What is this? An
iceberg project is one in which a substantial part of the work
is being performed unmanaged and undetected—just like the percentage of the ice
that is above the water line. What should you do if you meet up with this
situation? Assume that you have just touched on the tip of the iceberg. Gather
more information and develop a more complete plan.
Employ A Project
Score Card
A score card approach is
useful because it allows you to measure an international project in a consistent
manner over time. It can also be employed to measure multiple projects. Score
cards are also valuable because they give you the opportunity to measure more
than just budget and schedule. Fig.
7.2 presents a score card that includes a number of subjective factors. Like
the other score cards in this book, you will want to adopt and change it to fit
your requirements.
Here are comments on some of the elements of the score card in Fig. 7.2. Some of the items on
issues will be discussed in Chapter 10:
-
Number of people involved in the project. In general, in an
international project you seek to involve more, rather than fewer people.
Involving more people increases the support for the project. Also, you are less
dependent on one person if people are being rotated in and out of the project.
The impact on a department is reduced since no one person is being kept from the
work for too long.
-
Turnover of staff in the team. Some turnover is good; a
great deal of turnover is negative.
-
% of tasks ahead with risk. This is to measure the
percentage of hours in future work in the project that has risk and issues.
-
Ratio of controllable issues to total issues. Controllable
issues are those that can be decided by the project with minimal management
involvement. Obviously, the lower the ratio, the higher the risk.
-
Number of lessons learned in the project. If there are only
a few lessons learned, then either the project is very routine or else lessons
learned are not being captured.
As you review the score card, you can see that it goes beyond
simple budget and scheduling measurement. You can also see that many of the
items relate to themes in this book. This is done by intent.
To reinforce the project management methods,
score cards must use these factors.
Otherwise, people will tend to ignore the methods since they do
not see them being reinforced.
How often should you build the score card? Every 3 months
might be useful. If it is done more frequently, there is too much effort. If it
is done less frequently, then the value is reduced. Who should build the score
cards? The project leaders with the international project coordinator.
Carry Out Change
Management
International projects often involve change. People tend to
resist change. However, if there is no change, then the results of the project
may either be failure or a lack of benefits. Change management often goes hat in
hand with project management.
You must first get the people who will be using the results of the
project to admit that the way they do their work now is not good and has
problems. This is consistent with drug and alcohol addiction in which the person
must first admit that they have a problem. Once they admit that they have
problems, then they are on the road to a cure. It is the same in international
projects. If people don’t feel that they need to change, then they will resist
using the results of the project. After the project is turned over, they may
just return to their old ways!! It has happened many times.
How do you accomplish this? Early in the project, you must analyze
the situation that the project is to address. Get people involved to talk about
their work and problems. As they discuss their problems, they will begin to
wonder if the problems cannot be fixed. This will start to give you support for
change.
Later you will likely run into another barrier to change. People
will say that many efforts have been tried before, but that there have been no
real lasting improvements. They lack confidence that you can deliver results.
What should you do in this situation? A possible answer is to implement
improvements that lead up to the final project results. This approach is called
Quick Hits or Quick Wins. The basic idea is
that implementing the project results is too traumatic in one step and it may be
too long so that people lose both confidence and interest. The alternative is to
implement several waves of changes or Quick Hits that yield benefits, raise
confidence, and prepare the way for the results of the project.
Figure 7.3 compares
the Quick Win and traditional approaches. In this figure there are two solid
lines for the Big Bang and two dotted lines for Quick Hits. One line shows the
implementation method. The other shows confidence in the project. In the Quick
Hit approach confidence builds. In the Big Bang graph confidence increases, but
then declines because nothing is happening.
Of course, not all projects are amenable to Quick Wins. However,
changing processes, implementing new systems, and putting in new policies do fit
within this. Care must be taken when using this approach.
-
The changes that you make must be consistent with the
results of the project. Otherwise, they will have to be reversed or
undone—causing more problems.
-
Care must be taken to ensure that the project does not get
sidetracked into just doing Quick Hits.
-
Management may want to stop with the Quick Hits. Be on guard
for this.
Nevertheless, this is a useful way to introduce change that
is an alternative to the “big bang” approach followed in many cases.
Deal with Scope
Creep
Scope creep is an infamous phrase that is as old as projects
are. Scope creep can be defined as the unplanned expansion or
change of a project after it has been started. How does scope creep arise? Here
are some reasons.
-
The project was not carefully defined at the start. People
just started into planning.
-
There was no consensus or agreement on what was to be done
in the project. People just assumed. Like the old saying, “Making assumptions
makes asses out of you and me.”
-
There is lack of communications to detect potential scope
creep and change. When change comes, it is often too late to be handled well.
Much of the project may have to redone.
-
There is no method or approach for dealing with changes. It
is all ad hoc, reactive mode—deadly. The project leaders lose control.
Many people accept scope creep as a fact of life in every project.
However, it does not have to be this way. If you carefully plan and keep people
informed as well as make provisions for dealing with change when it comes, it
can be managed better.
Some useful guidelines for dealing with scope creep are the
following:
-
Planning for the project. In the
second chapter, the project concept was presented as something that is essential
to get consensus and understanding of purpose, scope, issues, and other factors.
-
Extensive informal communications.
This is stressed in Chapter 9. By communicating with both headquarters and field
locations, you can pick up on potential factors that could affect the
international project.
-
Contingency planning for potential
changes. At the start of the project, you should express the idea that
people will want to make changes. Indicate that this is natural. However, also
tell them that the following questions will have to be addressed. Then when
someone proposes a change ask the questions. It is also a good idea to run
through several examples of change so that they fully understand the process to
be followed.
-
What is the change?
-
What other changes are there?
-
What are the business and political factors behind the
change?
-
What will happen if the change is not carried out in the
project?
-
What will happen if the change is made later after the
project is completed?
-
If the change is made, what will happen to the budget,
schedule, and resources?
-
What are the real benefits of the change?
-
How will the benefits of the change be measured?
-
Will the original benefits of the project be affected if the
change is not made?
-
What will be the role of the person or group that is
suggesting the change? Will they have “skin in the game”?
-
Periodic review of scope. Sit down
with the team and review the project with the view of detecting potential
changes.
Alter Project
Direction
During a longer international project, it is possible that
the project will have its direction changed due to internal business needs or
outside factors. In traditional project management, there is no organized way to
deal with this. With the lack of a method, many project leaders just change the
project plan and keep going. They do this after every change. After a few
changes, it becomes very difficult, if not impossible, to track changes and find
out what happened. The baseline schedule becomes meaningless. People lose
confidence in the project. The team morale plummets.
The use of templates can help shield the project plan from
changes.
Unless the project changes dramatically,
project changes can be accommodated within the template.
This provides for greater stability. It also reveals the
flexibility inherent in using templates.
Here is another guideline. Do not respond to each change
separately. Instead, bundle several changes into a new release of the project
plan. This is the same technique employed with software and engineering releases
of upgraded products.
Measure Project
Results
There are several things to measure after a project is
completed. One is the project itself and the other is the result derived from
the project. Let’s consider each of these. To measure the project you can use
the following:
-
The project score card;
-
Budget versus actual analysis;
-
Issue analysis as described in Chapter 10;
-
Assessment of lessons learned from the project.
In order to measure the results of the project, you have to have
measurements from the situation before the project was started. Incredibly, many
organizations do not carry out these measurements. They never really know if
they are any better off, other than a vague feeling. Here are some techniques to
employ:
-
Undertake comparison of score cards between the old and new
situations.
-
Have individuals involved in the work make comparisons
between the old and new. This approach can be very useful to
management—especially if it is conducted at the in-country level.
-
Conduct surveys of customers, suppliers, or employees.
When should you carry out this analysis? Do the project analysis
at the end of the project. Otherwise, people will have moved on to other work.
At the end of a project there is likely to be some unfinished
business. There are some things for follow up. Should you not stop the project
and keep it going to finish these things up? No. Gather the data and start a new
small project. Remember that some people may want to use this as an opportunity
to not use the results of the project.
If you have defined the scope of the project properly, then
the project results will be used. However, if the scope of the project was not
created right, then the project may end, but there may be no benefits since
there are additional steps that must be taken. As an example, consider the
implementation of new software in five locations. Assume that the scope was
restricted to the IT work. The project ends when the system is installed and
working. But who is to say that it is being used? After a system is installed,
there must be training and conversion to new business processes that are
consistent with the new system. If these are formally in the project plan, then
there is likely to be system success and overall project failure.
Examples
Sambac Energy
At Sambac every project was managed according to the
experience and approach of the individual project manager. Thus, if there were
five different projects, each with different project managers, the result would
be five variations of project management. This made it impossible for management
to track the projects overall. Each project manager handled issues differently.
A few managers gathered some lessons learned; most did not. In essence each
project was treated as unique.
The implementation method was to begin in one project. This
was a moderately sized project with many issues. It was felt to be a good test
of the methods in this and other chapters. It did work, but in retrospect the
choice of projects was poor. A project with fewer issues would have been a
better place to start since more attention could have been given to lessons
learned and other areas. Instead, issues dominated the project—highlighting the
value of the method for dealing with issues.
Whitmore Bank
The problems in the first project attempt for credit card
became apparent during a project review. The methods of this chapter were
applied and the project was found to be a true iceberg project. When the
additional tasks were added, it became clear that the project would be a year
late! This was the trigger to start over again. Using the new methods the
project finished ahead of where the original project would have been.
Lessons
Learned
An important consideration is how to introduce a change in
project management methods. This subject arises here because much of the
attention in projects is on the ones that are active. One approach to
implementing change is for management to announce a new method and then follow
it up with training. This is not a good method. People feel defensive and
resentful. They feel that management is throwing away what worked for them. They
also may feel that they are being grouped in with other project leaders whom
they view as marginally competent.
A better technique is to introduce the methods informally in one
or two projects where the project leaders are amenable to changes. This is a
useful low-profile approach that works. As the methods are applied in these
projects, you can gather lessons learned and additional guidelines to make the
methods work even better in the future. This also reinforces the value of
lessons learned.
As the projects are successful, you can expand to other
projects. You can announce a policy after most of the projects are working under
the new methods. Then it is a fait accompli. Use the project leaders who applied
the methods first to give training and testimonials on the value of the methods.
If people hear from their peers about the benefits and ease of use, they will be
more accepting of change. You also form focus groups to have project leaders
express their frustration and define problems associated with the old techniques
Exercises
-
Review how your
international projects are managed. Is there a consistent approach or does the
method depend on the specific project leader and situation.
-
Have there been any attempts to improve the management of
ongoing projects? Or have the pressures of time and money made this impossible?
-
Have new methods been tried? What happened? Were they given
a fair trial? Were the results measured?
Summary
A substantial number of guidelines have been presented to
make you more effective as a project leader and to better ensure the success of
your international project. Keep in mind that these ideas are proven and that
they support the major themes given in earlier chapters. These themes included
the use of templates and standardization at the higher levels. Another theme was
the use of issues and lessons learned. A third theme was collaboration and
communication. As you can see, the themes are carried out in updating,
measuring, reviewing, managing, and doing the work in the international project.
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