Posts Tagged ‘client’

The Soul of a Project #8: The Project Shaman

by Gary Monti on March 27, 2012

Is five o’clock, Friday, the best time for your project? Ever wonder why you became a project manager? Does it all feel like it’s crashing down around you? If so, you are in good company. George Lucas had similar feelings regarding R2-D2 and other production problems when shooting the first Star Wars (now episode four: A New Hope).

When it comes to dealing with difficult situations Lucas has some very good advice, “It helps to be nuts.” There is a lot of truth in that statement. I’d like to believe, thought, there is something deeper implied in that humor. It has to do with shamans and how they helped tribal chiefs find their way in guiding the tribe. Shamans were usually a little bit nutty, almost schizophrenic, and often would live beyond the edge of the village. There was a reason for this.

The chief guided tribes on a routine basis, making sure the rules were followed and adjudicating accordingly when there were disputes. But what about when the rules didn’t work? What about when a decision was needed as to whether or not the tribe should stay where it is or move to a strange, new land?

This is where the shaman came into play. The shaman was unencumbered by the body politic of the tribe and its rules. He was free to look within and without as far as his minds eye could see. There is a trivialized phrase that apes what the shaman would do, “think outside the box.” The shaman would go further and wonder, “Why bother with the box? What about a sphere? What about nothing at all?” You get the picture.

So the question is, “Would your project benefit by you taking a shaman’s approach?” Is there a different way you could see the situation that would bring about improvement? Here’s an example. I had a client whose customer was driving him nuts. E-mail after e-mail was sent every day questioning the progress of the project. My client was going crazy and falling into an ever-increasing reactive state.

A simple question flipped the situation into a new universe, “Do you know your customer?” he proceeded to spew a great deal of what was already known, e.g., how difficult he was, how his demands were unrealistic, etc., etc. The question was then modified a bit, “Do you know your customer personally?” That brought a blank stare.

It was the pursuit of doing something about that blank stare that turned things around.  A slow but concerted effort to find out more about the customer revealed he liked custom cars and fishing – the same hobbies as my client! You can probably guess the rest from here. My client got permission to fly to his customer’s for an extended weekend. They went to a custom car show as well as fly-fishing over a 4-day period. The flurry of e-mails stopped and they got down to business and were able to focus on completion of the project.

So, is there a shaman within you? Can you color outside the lines and view the world from a different perspective? Would doing so possibly show where a door exists through which you’ll find a solution to your project’s problems? Give it a shot. Go ahead and dream!

Project Reality Check #15: The Requirements Game

by Gary Monti on March 29, 2011

Nailing down requirements is the number one complaint of project managers. Addressing this requires two skills: political adroitness and finding a balance point between exploring solutions and exploiting what is known and available. I’d like to share some from a workshop I provide on decision-making in uncertainty.

Political Adroitness

A mantra regarding project requirements goes something like this,

“Requirements are stated needs, expectations are unstated needs. Clients tend to judge based on expectations.”

For example, a common retail experience is a customer picking a $20 pan from a display that includes $200 triple-clad pans. The expectation frequently is quality-by-association. As you might guess, the customer ends up disappointed because food cooks unevenly, burns, and sticks to the pan. They return to the store angry that misrepresentation occurred and they want their money back, at a minimum, or demand the $200 pan at no extra charge, at the extreme.

When something similar occurs on a project the best way to deal with it is by leaning into the situation as quickly as possible. The longer the expectation is held, the greater potential for damage in the relationship. Do this is by offering possible “straw” scopes. These are scopes that fit within the time and money parameters established and meant as much for example as anything else. This can take several iterations.

Initially, the goal is getting the client to see the expectations just don’t match the time, money, and resource limits established. In other words, see if they will shift their view and do it in such a way the relationship stays intact. When acceptance of the need to shift sets in, then drive towards THE scope that appears to work.

The reason “appears” is used is simple. The scope has yet to be drilled down to clear requirements that can be turned into specifications. Which leads to another aspect of political adroitness – working with the team.

The team needs to be involved in creating the scoping alternatives because they are the ones ultimately shouldering the responsibility. As you might have already guessed, having a good working relationship with team leads and subject matter experts is critical. If these relationships are absent team members can simply say the requirements aren’t clear, take a passive-aggressive position, and leave the project manager hanging.

The Explore/Exploit Balance

In complexity theory the above falls under the “explore/exploit balance.” This is where the risk comes into play. Typically, there is insufficient time to explore all options. On the flip side, the team may run into conflict and severe limitations if they dive in based on using what has worked in the past. The solution is best when the customer, project manager, and the team all share the risk. In other words a balance is needed; one that is optimal and spreads the benefits equally with the difficulties.

To recap, it isn’t enough to simply say the client should be realistic and not expect a $20 pan to perform like a $200 one. The PM and team need to push as far as they can working with the client in developing a realistic solution – one that will save reputations, relationships, and pocket books as well as produce the desired deliverable.

Quality #9: Quality of Relationship and Communication

by Tanmay Vora on November 19, 2009

Welcome to the ninth post in this 12-part series on QUALITY, titled #QUALITYtweet – 12 Ideas to Build a Quality Culture.

Here are the first eight posts, in case you would like to go back and take a look:

  1. Quality #1: Quality is a long term differentiator
  2. Quality #2: Cure Precedes Prevention
  3. Quality #3: Great People + Good Processes = Great Quality
  4. Quality #4: Simplifying Processes
  5. Quality #5: Customers are your “Quality Partners”
  6. Quality #6: Knowing what needs improvement
  7. Quality #7: Productivity and Quality
  8. Quality #8: Best Practices are Contextual

#QUALITYtweet How NOT to deliver total quality:

Focus on quality of product without focusing on

quality of relationship and communication

In an increasingly service oriented business environment, what you sell is not just a product but an experience. People may forget explicit details like specifications or price, but never forget the experience they had when they bought the product.

Experience extended to end-customers largely depends on attitude, values and behaviors of each individual who interacts with a customer. One of the most important challenges is to keep this group of people aligned to organization’s quality system and values.

Communication is the backbone of organization’s success in marketplace. Effective internal and external communication within an organization ensures that:

  • Your employees understand your value system
  • They understand what is expected out of them
  • They are motivated to walk an extra mile to deliver excellent service
  • Your customers know your value system
  • You build trust-based relationship with your people and customers with consistent communication
  • Manage expectations with your people and customers.

How can you motivate your teams to deliver excellent customer experiences through simple communication processes? Here are a few ideas to consider:

Train:

Training your internal team can be your biggest tool for clearly explaining the process of communication and how important it is for the business. Consistently train your people on value systems, leadership, quality management, effective communication, what works in customer management, what not, expectations management and cultural aspects of client’s location. Clients also need training on how best they can use your products. Companies organize client workshops to educate them about different aspects of product/service. Train consistently to streamline communication.

Support:

Once your people are trained, you need to support them in doing right things. Supporting can be a simple act of being there with your people when they talk to customers. Help them improve and share feedback on how are they doing. Some companies may see this activity as an “overhead” but it is an “investment” in your people.

Monitor:

Once you have confidence that your people will be able to do the right communication, monitor them. Take periodic feedback from them. Communicate consistently to ensure that they are motivated enough to continue doing it.

Delivering consistently superior experience to your customers (via quality of products and communication) results in a long-term relationship based on trust. In business, as in life, relationships are crucial. Quality of your relationships is as important as quality of your products, or perhaps, even more.