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Manage the International Team and the Work
Dec 19,2006 00:00
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Manage the International Team and the WorkIntroductionWork 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:
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:
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.
Purpose And ScopeFor each purpose there are goals for you as the project leader and for the international project overall. Technical PurposeFor 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,
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 PurposeFor 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 PurposeThe 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 ProductsA realistic set of end products for your international project includes the following:
ApproachCarry Out Proactive Resource AllocationFrom 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:
Update The PlanIn 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:
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 WorkThis 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 MilestonesYou 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:
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 ProjectThe 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:
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 CardA 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:
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.
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 ManagementInternational 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.
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 CreepScope 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.
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:
Alter Project DirectionDuring 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.
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 ResultsThere 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:
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:
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. ExamplesSambac EnergyAt 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 BankThe 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 LearnedAn 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
SummaryA 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. |