Wednesday, February 22, 2012

Cross-Site Collaboration And Conflict Management

The first step in solving a conflict is to identify its cause. Then comes finding and applying a solution. For this, the conflict is taken out of the personal space and approached pragmatically, depersonalized. Safety should be guaranteed for participants by forbidding blaming and pointing fingers. Focus, instead, should be put finding solutions collaboratively. In the end, the issue and its resolution must be added to a log for further reference. Lessons and best practices are then extracted and processes improved.



Identifying the source of conflict:

According to PMI, there are seven sources of conflict. In order of frequency, they are sorted as follows:

  1. Schedules
  2. Project priorities
  3. Resources
  4. Technical opinions
  5. Administrative procedures
  6. Cost
  7. Personality
The hard fact is that "personality" is the last frequent in reality, although many tend to blame it as the main source of issues in projects. To me, that is because many managers don't know the other 6 and it is easier to blame it on someone you can point your finger at (except the PM :) ). As the Pareto principle applies in this case as in many others, I'd say that  it would be safe to begin by excluding "personality" from the list and try first to fit the issue in the other categories. Beside a better understanding of the real cause, this thinking has the benefit of cooling things down as sides can focus on finding a solution, without feeling the need to guard their personal space.



Finding solutions:

Things can become explosive in a cross site collaboration because it is more difficult to act emphatically, it is natural to think in terms of "us" and "them" and misunderstandings can occur at all stages, even if people seem to agree. Therefore, a set clear rules are mandatory to ensure conflicts surface early and that they are treated up-front, before the situation degrades. Here are a few:
  • All teams must understand that it is their responsibility to solve the problems. Their actions are measured and recorded and a post-mortem will be done on how the collaboration went. To support this, the managers should create a set of ground rules and encourage a culture of exchange and free speech.

  • When a problem occurs, everyone should look critically at themselves and see how they could have acted better. Acknowledge you can change yourself but you cannot change the other.
    • Has my message been properly understood?
    • Under what conditions does the other person receive my message? Is he under heavy load? Is he under pressure? Do I understand his point of view and his situation?

  • Once the problem has occurred, act immediately. Problems don't solve by themselves. Be assertive, refer to yourself and express your feelings: "Look, I feel like there is a misunderstanding somewhere". Cool temper needs to be preserved even if the other side is acting aggressively.

  • If you cannot solve it yourself, raise the problem to your manager and / or to the collaboration coordinator (if one exists). It then becomes his responsibility to interact with the other side. Provide reasons why you could not solve the problem yourself and show the steps you took. Take responsibility for what you have done. 

  • In the end, once a solution is found, a written note is archived with the problem and its solution. This written note acknowledges that the problem had, indeed, been fixed. Once the note is acknowledged by all parties, the issue is considered closed.


Managers should find ways to allow people to raise and fix issues safely. Don't blame, but encourage solutions and cool temper. What is measured is the capability of people to collaborate rather than the number of problems they encountered. Accept that problems will occur, but try to learn from them.


Lessons learned:

The issues should be kept in a log. This log will be used for two purposes: to see how the conflicts evolved and to evaluate the capacity of the team to manage conflictual situations. Based on it, processes are improved and people learn to interact and collaborate. The knowledge is then passed to the next project.


Prevention:

While I believe that constructive conflicts are a positive sign that things move forward, it is better to proactively diffuse latent problems before they appear. To do this, management focus should be kept on the following areas:

  • Risk management - key to project success. If risks are identified early, acknowledged by everyone and mitigation plans sketched, trust is enhanced. Therefore, people are less afraid, they have a better sense of security and thus will less likely be in defensive mode. 

  • Prevent stress / project pressure - the same as above. Pressure raises schedule and priority issues which tend to be explosive as people become more tense. Therefore, management should focus on releasing stress and encouraging a relaxed atmosphere.

  • Prevent fear - when management looks for assigning guilt, people will be less willing to confront problems early and they will start pointing fingers. No room for collaboration.

  • Prevent directive management - a directive management style will generally not encourage openness and engagement. Therefore, problems can linger around uncovered for longer periods of time, without being solved. Otherwise, pointing fingers and blaming can occur.

  • Having a clear, common set of ground rules to follow - provides a reference for the desired behaviour.

  • Having a clear organizational structure, decision process and information flow - standardizes  how people interact and what responsibilities they have. A go-to book for management of expectations.

To sum-up, a healthy, empowering management culture together with good project management practices form a solid basis for a cross-site collaboration. It is more difficult at a distance and, therefore, more records should be kept and more attention should be given to developing a culture of mutual respect, empathy and understanding. Also, a continuous, open learning process should be put in place. Ideally, it should all be treated like a game, so that people feel safe and are willing to explore their boundaries without concerns. 


Saturday, January 21, 2012

How I Passed the PMP Exam

Why PMP?


From my perspective, a credential such as the PMP has tangible benefits that can be divided in two main categories: the recognition of knowledge that comes from passing the exam and the process of becoming a better project manager by learning for the exam.

The PMP credential means that one's experience and knowledge of project management is recognized by the standardizing body (the PMI), giving the owner international credibility.

On the other hand, learning for the exam itself has a strong transformational power. It forces the student to mentally walk through a series of scenarios and relive past projects to understand what went right and what went wrong then. It takes all the previous experience and knowledge and benchmarks it against standardized best practices, recognized across all industries - The PMBOK. I've mentioned experience: to qualify for the exam itself, one needs at least three full years of project management practice*.


How does the exam look like?

It is a computer based, 4 hours / 200 questions exam, which is taken at a Prometric site. There is no official break. To get a flavor of how it goes, one can check many resources online that provide test samples. Here is an example:


The exam is not very difficult yet it is not easy either. Beside a good understanding of project management philosophy, it requires concentration to correctly identify the problem, then to identify the right project management process that the problem is part of. Besides that,

  • Some questions are very long and difficult to read.
  • Some questions have very similar answers.
  • Some questions have may seem to have all the choices correct.
  • Some questions have unnecessary information.
  • Some questions may pose more problems and the student is asked to identify what is the most critical to be solved next.

During my learning, I realized that it was a very thin balance between answering the questions correctly  and wrongly. A mere interruption as small as going to drink a glass water for 5 minutes resulted in a higher probability of mistake that spanned across roughly 10-15 questions (10-15 minutes). I made this measurement over many tests by identifying clusters of wrong answers around the same time I had an interruption. 


How did I study?

1. I picked a less professionally demanding period (after the first patch of Assassin's Creed Revelations PC was released) - November - December last year 2011. 

2. I enrolled in a PMP class here. Fortunately, they had a session in December. The course itself was based on the Rita Mulcahy method, which I warmly recommend.

3. Roughly 3 weeks before class, I started reading the materials (The PMP Exam Prep book, by Rita Mulcahy). 

4. I took 4 working days off of work just before the class started, to finish the book and the exercises it contained.

5. I went for 4 days in class.

6. After the class, 1 week - no learning. During this period I paid my PMI membership, completed my application, submitted it and then, after it was approved, scheduled the exam. 

7. After that, for one week, I did 50 questions a day from each knowledge area. At the end of the week I took a 100 questions sample PMP exam. For all these, I used the PMP Fast Track software, also from Rita Mulcahy. This was between Christmas and New Year's Eve.

8. For 4 days after the New Year's Eve party - nothing.

9. 3 days before the exam, I passed through the PMP Hot Topics Exam Flashcards. It took 2 days.

10. 1 day before the exam I took a full 200 questions PMP Exam to see where I stood.

11. On the 8th of January 2012 I passed the exam.




Suggestions for taking the exam:

1. Reading the materials prior to class was of extreme importance. That way, I was able to solidify my knowledge and identify gaps by asking the teacher all sorts of questions.

2. Exam questions are asked from the perspective of a large (100+ people, 1 year+, 1 million+ EUR) international project. Having experience managing this kind of project helps. 

3. It helps a lot being in a less demanding period at work. 

4. Overstudying does not help, nor does taking the exam lightly.

Good luck! :)

Note:

One insight I had while studying for the exam was that project management knowledge alone was not enough for one to succeed. Strong industry experience is also required to become an accomplished project manager.

Thursday, December 22, 2011

Performance Appraisals


I believe it is important to evaluate performance not only based on absolute results, but rather on results put in the context of that person: what was his level of understanding at the moment for which we are evaluating him, his know-how, visibility, what kind of help did he receive, how was the team he worked with. Given the context, would he have been able to do better? Is he willing to learn from past mistakes? Did he have the proper means to act differently? Many environmental factors are not under the direct control of the employee nor does he feel he has control over them. Did I, his manager, do enough to provide him with the tools to take the right decisions?

Some people shine in a certain environment only to fail later when the factors they relied on change. Do we take this into consideration? Do we allow them to fail to grow or do we leave them to be failures? In order to perform, one needs to focus on strengths rather than weaknesses and learn from mistakes. What kind of example do we set when we evaluate performance? Do we apologize for our mistakes? Are we really encouraging trial and constructive failure? What do we measure? We should never  forget that the performance appraisal is one of those moments when managers show their true self: what they value and what kind of behaviour they expect from their teams.

Appraisals should be done from the heart, with true empathy. It is a very much needed and powerful moment that can affect employees for years to come (in their career path, self esteem, salary revisions, role in the company, perks). It can give them wings or it can break their wings. How much heart and care do we put in that moment? How much responsibility do we take for that moment? Do we try to level people or do we set them performance targets so that they can surpass themselves? Do we customize the appraisal to the individual and his strengths or do we try to fit everyone in the same measures? Do we work toward a Gaussian distribution for performance or do we give recognition and celebrate uniqueness? Do we really care for our men to give them feedback way in advance for them to have a chance to improve before the official paper is signed? Do we explicitly set individual performance targets that can, eventually, be exceeded?

Performance evaluations can be painful if not properly performed. They can impact morale and careers for years to come - even a lifetime. They impact salary, mobility, advancements, perks, assignments, everything. This is why we should care more about giving our guys an honest, customized feedback and set up correct performance objectives for the next appraisals rather than to look good in the eyes of our supervisors. We should try to deliver bad news in advance, verbally. We should try to give people time, space, guidance to improve or surpass our expectations. As Jack Welch put it, a good appraisal is one in which no one finds anything new.