The Importance of Testing Plans

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Testing is often an underdeveloped part of project plans. Here are circumstances that make solid testing plans critical:

Uncharted territory. If your project is delivering a product new to your company, risk increases. To address this risk, testing should include reviews throughout the project life-cycle.

Interface complexity. As interface volume and complexity increases, so does your need for rigorous testing. In your testing plan, consider impacts to people, processes, and technology from all interfaces.

Vendor touchpoints. Integrating vendor products means more interfaces with increased complexity. Expand your normal testing rigor when vendor products are involved. Increase your testing regime with vendor products. Test all assumptions. Create a data dictionary and confirm compliance with its contents.

For more on testing, watch this LinkedIn Learning testing course.

 

What Do I Do When My Sponsor is Also My Customer?

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An engaged sponsor who doubles as your primary customer has pros and cons. Here are a few tips for handling this situation:

Prioritize the triple constraints. A combined sponsor/customer makes it easier to prioritize time, cost and scope. While you should strive to meet all three constraints, your job will be easier when you understand your sponsor/customer’s views on compromising among those constraints. For example, when issues surface, you can respond quickly and in line with your sponsors wishes. When your sponsor and customer are the same person you get no significant arguments about these priorities!

Seek different perspectives. Find a management resource that can counter an overly headstrong sponsor/customer can be useful. The idea sharing that occurs when your sponsor and customer are different people won’t happen when it’s only one person holding those roles. Find a trusted resource who can present different perspectives to generate idea sharing that leads to better outcomes.

Use an inclusive review process. The sponsor/customer might feel so confident in their perspectives that they overlook the need for reviews and validation activities. Work with your sponsor to schedule team reviews and invite other interested parties to ensure the project concepts and outcomes are valid and can be easily adopted by your organization.

Leverage the energy. Work with your sponsor to share their energy and dedication to the project with project stakeholders. A combined sponsor/customer has numerous reasons for the project to succeed. They often have clear ideas as well. Sharing that energy will generate enthusiasm and clarity for the project which can support the change management aspects of your project.

 

For more on project roles, watch this LinkedIn Learning course.

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Identifying the right people to provide requirements

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Having the right resources to identify requirements gets your project off to a great start.  Here are 4 steps that can help:

  • Identity the right stakeholder groups. Identify the various stakeholder groups that will be impacted by the new product or solution. Which ones are right? The ones that will be impacted by the new solution or product. These can include internal departments and external entities such as vendors, customers and consumers. Don’t forget groups such as IT support, Legal, Procurement, Finance, Safety, Security, and Compliance.
  • Acquire the right domain expertise. Ensure all representatives have appropriate domain knowledge for the stakeholder group they represent. If not, push back to get ones who do. Ideally, getting at least two representatives from each domain helps you obtain broader perspectives.
  • Confirm resource availability. The best resources are rarely idle. Negotiate with the appropriate manager to obtain the right resources by explaining the value of requirements identification.  Design the requirements identification process to maximize the value obtained from these critical resources in the least about of time.
  • Attitude matters. The right attitude is essential. Work with your designated representatives to get them excited about participating in the requirements process. Emphasize how they can influence business outcomes for the area they represent.

With the right people are engaged in the requirements identification process, you can greatly increase your chances of achieving the desired business outcomes.

For more info on requirements, check out this LinkedIn Learning course

Managing a project during a pandemic

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Managing projects is rarely easy. Managing during a pandemic is another matter!  Here are four actions that can help:

Soft skills first! It’s time to highlight your soft skills.  Touch base with each team member to determine their ability to perform.  Based on their circumstances, you may need to adjust their availability upward or downward if they’re working from home.  Follow up frequently, understand their changing needs, and adjust project plans as required.

Accommodate unpredictability. We’re seeing change like we’ve never experienced before.  Mentally prepare for frequently-changing demands and adjust plans to support those changes.  Align your risk management plan accordingly. Now is not the time to over-commit.  Review your project schedule to determine the actual output capability of your team and adjust as required.

Leverage technology.  Have your video conference expert show others the features your tool has to offer.  The more comfortable EACH team member is with video capabilities, the more productive and relaxed they will become.

Remember self-care. Don’t forget about yourself.  Proactively communicate the project changes you believe are necessary to ensure you have the tools, resources, and emotional support you need.  The more balanced you are – the better equipped you will be to help each team member as required.

During this unpredictable time, you need to balance caring for the project mission, your team, and yourself!

#projectpointers #projectmanagement

For more, check out the LinkedIn Learning Become a Project Manager learning path

 

Overusing Agile Can Reduce Your Success

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Overusing agile will decrease your organization’s success! Here are signs of agile overuse:

Agile is the default: Using agile on projects without short-term needs puts unneeded pressure on scarce agile resources. Project solutions needing in-depth, long-term thinking often won’t benefit from agile, because agile doesn’t provide time to think through long-term consequences. If a project doesn’t have true short-term delivery needs, use traditional project management. Apply your agile teams to time-critical projects.

Designs focus on today without considering the future: If your sprints are consumed by fixing functions from hasty, ill-conceived designs, your speed will only get worse if you continue with agile. Lack of long-term analysis and design produces awkward tools or processes that require frequent band-aids. More agile then means more fixes and more fragile solutions.

Prioritization loses integrity: Over-reliance on agile to produce fast results reduces clarity needed to properly prioritize work. When everything is #1 priority, relentless pressure to produce decreases staff effectiveness. The urgency that used to differentiate crucial and nice-to-have is lost. Project timelines lose meaning because deadlines aren’t seen as authentic or justified.

Leaders are impatient to deliver: Another sign of inappropriate use of agile is a rush to deliver, which might introduce sub-par testing and implementing solutions without appropriate training. Leaders, who are focused on speed of change rather than improved outcomes, produce chaos and lose credibility with their teams and customers. Improvements envisioned at project initiation are often abandoned, because team members spend their time correcting issues created by earlier solution implementations.

Agile discipline breaks down: Instead of short, daily stand-up meetings, consistent sprint length and dedicated team members, you see the cadence of delivering functions sputter and confidence in agile wane. In some organizations, the agile terminology remains but doesn’t match what happens. “Stand-ups,” which are supposed to short, daily meetings focused on status, become weekly, long meetings of solving problems in addition to sharing status. The end of a sprint is determined by the next time any work is completed, rather than by the set cadence for progressing the initiative. Retrospectives become complaint sessions and don’t produce meaningful changes to improve results.

Agile can generate outstanding results when properly applied. If you see the symptoms here, don’t abandon agile; reset your conditions for launching agile initiatives.

Picking the Right Tool for Effective Communication

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Effective communication content is critical for project managers, but so is the tool you use to send your messages. Here are tool guidelines based on the intent of your communication:

  • Email is appropriate for repeatable and expected messages such as status reporting or scheduling meetings. Because recipients can’t use factors like the voice inflection to interpret the meaning of your emails, it’s unwise to use email for messages that require interpretation. That’s why email should be limited to messages when only a straightforward acknowledgement is required from the recipient.

 

  • The telephone works when more information needs to be exchanged and the data or management process has been previously discussed, such as risk items, known issues being resolved, confirming requirements or simple change requests. Communication like this conveys information that may be questioned by the recipient, but those questions are predictable and the information is easy to discuss. Note: In situations where conflict may occur, use video conferencing or face-to-face meetings to manage the contention.

 

  • Video conference tools are recommended when new or unexpected information needs to be shared. Problem solving, discussing more complex requirements, or reprioritizing requirements are examples where this richer medium is needed. Idea generation and complex problem solving can also be performed via video conferencing, if functions like whiteboard sharing are available and all participants are comfortable with them. Otherwise, train attendees before using these virtual tools or meet face-to-face.

 

  • Face-to-face meetings are recommended when discussing your project in depth with difficult or powerful stakeholders or working through very contentious issues.

 

It isn’t always possible to use the recommended tool. To reduce risk, use the richest possible communication tool for the situation at hand.

Don’t trade efficiency for effectiveness. If you send a lot of messages that don’t yield the actions or answers you need, you’re sending the wrong message or using the wrong communication tool.

 

For more on communication, check out Doug Rose’s LinkedIn Learning course on project communication.

Should you build a detailed project plan?

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Bob McGannon and I talk about whether it makes sense to build a detailed project plan given that projects usually change once you start working on them.

https://youtu.be/XVv81PkX5tU

To learn more, check out my Project Management Foundations course on LinkedIn Learning.

Manage Scope by Assessing Ownership

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When project ideas flow freely, managing scope can challenging. One sure way to manage scope is to assess ownership. Unless the identified owner is appropriate, that element shouldn’t be part of your project. An owner is appropriate when:

They can provide funding. An appropriate owner will fund the development of their scope item. In addition, they can increase the funding (within business case parameters) if the cost of delivering the scope increases.  If the identified owner must go elsewhere to obtain or release funds, they aren’t an appropriate owner.

They can provide resources. Appropriate owners provide capable resources for requirements, verification, and implementation of scope items. Providing new or lower-level resources could indicate a lack of dedicated ownership. Delays in getting resources could indicate that other scope items have higher priority, in which case you should evaluate whether the scope element should really be out of scope.

They can make decisions. Scope item owners can make decisions regarding how the scope will be built and implemented. While others may be involved in decision making, an appropriate owner is the final arbiter.  In instances where scope decisions affect others, the appropriate owner has the means to consult with and influence others regarding the scope element (to resolve potential stakeholder conflicts).

They defend the business need. Project constraints can require scope prioritization. An appropriate owner can articulate and defend the business need for their scope items. As the project progresses, they make themselves available to discuss required changes, and assess the impacts of those changes to their business.

To learn more, watch this course.

How a Project Manager Adjusts to Agile

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Experienced project managers can manage agile projects — IF they make the necessary adaptations! Here’s how you need to adjust when managing agile projects:

Ditch the Gantt Chart. Agile is a fluid production approach based on progressive learning and adapting to business priority changes. As a result, the pre-planned tasks in a Gantt chart aren’t relevant. Instead, you manage a fluid set of design, build and test activities by measuring production for the client.

Revise your view to change management. In agile, change is the norm, not the exception. Project managers need to be comfortable with continually revising scope and priority to meet client needs. Change management is not a separate and distinct control process in agile; it is inherent to the agile approach to delivering client value.  

Use a different status report format. Agile emphasizes velocity – the rate at which functions are produced and the productivity of each sprint. Your status reports should include these elements along with feedback from the end users who are using the functions the agile team has produced.

Rethink “project controls.” Project managers need to direct their efforts to eliminating obstacles that impede the agile team. Resource retention and team and client personnel engagement are paramount. An agile leader must ensure that the team’s capabilities are fully utilized, instead of managing a set of control processes that traditional project managers embrace.

Enjoy the differences! Agile’s focus is on collaboratively creating content that is most useful to the client – even when the client can’t describe what they need in detail! The benefit – and fun – of agile is that you can enjoy the discovery process and deliver capability in the shorter term!

For more on agile, check out the LinkedIn Learning Become an Agile Project Manager learning path.