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5

Practical Habits for Today’s Project Manager

How to make a successful impact on


teams and projects.

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Manager | 1
Table of Contents
Introduction ....................................................................................................................................................................

03
...............................................

5 Practical Habits for Project Managers


Be
transparent ..................................................................................................................................................................
...................................................... 04

Be a vigilant
collaborator .................................................................................................................................................................
........................ 06

Make ranged
estimates........................................................................................................................................................................
...................... 08

Embrace uncertainty and adapt to


change.......................................................................................................................................10
Use data to make
decisions........................................................................................................................................................................
............12

Takeaway &
sources ................................................................................................................................................................................ 1
4

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Introduction
“Almost every project could be done better, and an infinite quantity of information is now available that could make that happen” – DAVID ALLEN

We’re all project managers these Here are five essential habits to develop
days. in order to be an effective project
manager:
Your title might vary, and you might
not make the final decision for your 1
Be transparent
team – but the work you do and the
skills you need are the same ones 2
that make great project managers. Be a vigilant collaborator
3
Skilled PMs strive for results by Make ranged estimates
motivating the best work from their
4 Embrace
team. They collaborate effectively,
ask the right questions, think ahead uncertainty and
and anticipate the twists and turns
5 adapt to change

in the road while having the Use data to make


courage to tackle a variety of decisions
challenging issues (from
demanding clients to project
surprises).

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#1 Be transparent
“A lack of transparency results in distrust and a deep sense of insecurity.” – DALAI
LAMA

Why transparency matters


Accountability Unites and motivates teams
Transparency motivates people to Projects thrive when teams are
deliver on their commitments. informed and engaged. When
When a project is visible to the everyone on a team has visibility
entire team, people rise to a higher and access into a project, they’re
level of accountability and motivated by the sense that
performance. they’re working for a common
If your team mates are doing goal. Purpose and connection are
great work on their parts of the two of the essential human needs.
project,
No more it’s
bad going to motivate
surprises Builds trust with clients and
you to do the same. peers Transparency is the first
Projects managers don’t like
surprises; stakeholders and direct step in gaining trust. And trust
management like them even less. inspires confidence.
Transparency means you can’t hide Stakeholders need to trust that
the bad and the ugly in an attempt the team will provide visibility
to only showcase the good. Honesty into the project and all its
rules, and transparency makes for a potential challenges as the
truthful work environment. events unfold. When
stakeholders trust a project
team, they’ll invest the resources
needed to do the best work.

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#1 Be transparent

How to put transparency into action

Use collaborative and cloud-based Don’t be afraid to say “I don’t know.”


project management software
and tools.
Don’t get pressured into giving a
random answer. Instead, say
Share the project schedule and something like, “Let me and the
keep it updated and visible team do some re-estimating and I’ll
24x7. have an updated plan to you by 9
a.m.”
Share the risk and issues
with all the stakeholders up Have courage. Be honest and
front. direct about any problems, and
remember: Everyone on your team
Communicate problems wants the same outcome.
early and brainstorm
solutions as a team. Share a document and get
feedback on it.
Listen to your team, share team
members’ ideas and be an Be honest and direct about a
advocate of great ideas. Also, seemingly unsolvable problem. It’s
give credit where credit is due. part of the job to portray a realistic
picture
Engaged,ofhappy
what’s going on.
employees
Know when not to be transparent. are
Know which information needs
TWO
more productive
privacy (financials, HR details, TIMES
than those who
contracts) and then relax and be
aren’t.
an open book.

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#2 Be a vigilant collaborator
“No one can whistle a symphony. It takes a whole orchestra.” – H.E.
LUCCOCK

Why collaboration matters


Better ideas, quicker solutions Keeps virtual teams on track
A great idea is usually born from a There needs to be one platform
series of smaller hunches and location (i.e., a cloud-based tool)
notions. And most of the time, some where people can access projects
of those hunches come from and tasks, make comments,
different people’s brains. The more attach documents and see real-
you can lasso those hunches, and time
come together with people who status updates. Plus, emerging
bring different strengths and Millennial project managers will
point-of-views to the table, the more expect to rely on collaboration
likely you are to hatch a really, really and communication tools to
good idea – from an elegant solution deliver across their virtual teams.
to a complex problem, to
a brand new shining product or People forget about 40% of what they
feature. Plus,
Improves you’ll get there faster
communication hear after 20 minutes. After one day,
as
Thea group
powerfulas ancombo
than individual.
of they will forget nearly 70% of the
collaboration and information.
communication makes
engagement and work quality
sky rocket. With consistent
interaction, teams get the job done
rather than procrastinate because no
one seems to be waiting, watching or
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#2 Be a vigilant collaborator

How to put collaboration into action

Practice clear, honest Use cloud-based project management


and direct software and collaboration tools that
communication skills. provide:

Model a collaborative, communicative Real-time access to project


culture: Ask questions, clarify goals, status and team availability
reach out to team members to share
Access to projects and tasks 24/7 from
information and see how they’re
wherever someone’s working
doing.
Commenting in the software
Ask for feedback and input from rather than generating email
everyone involved. strings
Document attachment and
Keep lines of communication open sharing capabilities
between the team and the client. An updated view of where all the
This will make everyone feel a part projects stand at all times, across
of the project and more willing to time zones
share
The ideas. jump
estimated The tools we use to communicate will
in productivity change over time but the habit of open and
thanks to today’s direct communication is technology-
social technologies. independent and evergreen.

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#3 Make ranged estimates
“Plans are worthless, but planning is everything.” – DWIGHT
EISENHOWER

Why ranged estimations


matter Now, imagine you’re asked to come
up with low and high range
You can’t make estimates for the work based on
accurate single-point best/worst case scenarios. Feeling
predictions better? The estimation process
suddenly becomes easier. No more
Unless your last name is
throwing a dart and crossing your
Nostradamus, your ability to predict
fingers!
the future will be based on logic and Ranged estimates are
educated best guesses. Effective realistic and trustworthy
project managers use ranged Ranged estimates capture
Two point estimation is
estimates based on best/worst case uncertainty, optimize
easier, and reliable
scenarios to set realistic predictability, productivity and the
Imagine that you’re
expectations asked to
of a project’s delivery bottom line. The result: a project
estimate an
date(s). rooted
end-date on a high-profile
project that you’ve in reality, and an end-goal that the
never done before? Feeling entire team can believe in. Bonus:
stressed? Making best/ worst case estimates
is a learning tool – the more you do
it, the better you get at it.

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#3 Make ranged estimates

How to put range estimates into action

Using project management software that lets you make two-point ranged estimates is an easy
start. Then, follow these steps – no matter which PM tool you use:

Ask your team to provide a low and You can also make ranged
1 high end estimate for the work, estimates on remaining work, and
keeping in mind all the best/worst continue to forecast progress and
case scenarios possible. delivery dates. This approach
alleviates any anxiety or pressure
Make sure that the low and high
2 estimates are realistic and based on
to be correct in effort estimation.
the team’s collective experience. If
you’re not sure, ask around.
Forecast best and worst case finish
39%
3 dates based on the ranged estimation.
If you have a project management
software that lets you make ranged
43%
estimates, it will roll up all the
individual task estimations into the
final project dates.
4 Rinse and repeat for
each task.
of all
18 of all projects of all projects
%
projects fail
(cancelled,
are challenged
(late, over budget
succeed
(delivered on
not and/or with less time, on budget
completed, or than the required with required
delivered and features and features and
never used). functions). functions).

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#4 Embrace uncertainty
and adapt to change
“It’s a bad plan that admits of no modification.” – PUBLILIUS
SYRUS

Why planning for change


matters up front to address these
incoming changes, they
Promotes risk management respond with experience and
All projects come with a level of solutions, rather than with a
uncertainty – that’s life. Uncertainty reactive wave of panic. Your
can result in schedule delays, poor clients – and organization – will
estimates and a variety of love you for your savvy
unexpected change requests. Rather adaptability.
than ignoring the issue, adopt
solutions that embrace and manage
Being flexible provides
uncertainty – and you’ll be one step better customer service
It’s more productive to be proactive
ahead of the game when those
than reactive If requirements aren’t
change orders come rolling in.
completely defined or a client
Change is going to happen – so
shifts goals a few months into
make the most of it. The
a project, it’s OK! Project
requirements for software projects
managers have a customer
are always evolving; a building
service role to play in addition
might have an agreed-to design but
to a delivery role.
general contractors know there will
be delays and hold-ups. When Your client will value your team
teams establish processes if you meet their changes by
listening to their plans, and
then addressing the impact of
the changes going forward.
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#4 Embrace uncertainty and adapt to change

How to embrace change and uncertainty

Be more flexible. Identify risks and add extra time to the


Consider using an agile project high point estimates.
management style for smaller, Determine which portion of the
faster-moving projects. project carries the greatest amount
of risk.
Use time as a contingency
Based on the identified risks, see
buffer. Implement the risky where you might need to allocate
features first. more time in the schedule. For
example, add a time contingency
If you can, keep the dates buffer of one week before a key
and with
Speak change the scope.
confidence and milestone.
probability about commitment dates.
Add the extra time to the high
Use tools that support ranged
estimation of your best/worst case
estimates.
estimate. This is your way of
Use data to predict finish dates
accepting that the risk could occur, and
with probability.
making it visible in your ranged
Show management how the project estimations.
captures uncertainty and plans for
Incorporate tribal knowledge
changes.
and past project expertise.
Agile firms grow
37 %
revenue
and generate 30% higher
FASTER
profits than non-agile
companies.

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#5 Use data to make decisions
“Even if you are on the right track, you will get run over if you just sit there.” – WILL
ROGERS

Why data matters


Separates fact from fiction 110 Gets buy-in and removes
Project status reporting is a way to emotional reactions
measure (and balance) what you By adopting a data driven approach,
feel and what you know. Ideally, a you let the data tell the story rather
project manager evaluates a than depending on unfounded
project’s metrics objectively to promises to do “everything you
come to can” to deliver the project on time.
a subjective conclusion. However, Data instills confidence that the
some project managers make the decision was a logical one rather
mistake of avoiding project than an emotional one.
metrics and simply relying on a Pulling the plug on a failing project
subjective feeling to determine if a can be a tough decision as
project is on track or not. That precious budgets get
practice will not fly in the board wasted. By using financial forecasts,
room. managers can make better decisions
to either
40% cut their
of companies losses or continue
have
on after some project management
NO RECOVERY
changes.
PROGRAM
for troubled projects.

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#5 Use data to make decisions

How to put data into action

Add schedule metrics, open issue Indicate the number of planned


counts and financial metrics to your vs completed tasks on the
status reports. status report.
Ask for an updated remaining effort Use burn down charts, baseline
estimate based on the progress made. views, integrated project analytics
This is the most natural way for or earned value management to
people to think about the future and provide an objective view.
minimizes the social pressure to give
an answer that conflicts with the
data.
Give management target dates, not
percent completes.

17
of large IT projects go so badly
th ey can threaten the very
that
e
existenc of the
% company.

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Takeaway and sources

The 5 habits in a nutshell


Habit #1: Be transparent Habit #4: Embrace uncertainty and
Builds trust, unites teams. Use adapt to change
collaborative, social PM software, Flexibility promotes risk
communicate openly and often and management, proactive
have the courage to be a truth responses and better customer
teller. service. Use agile PM styles,
Habit #2: Be a vigilant make ranged estimates and
identify risks early on.
collaborator Habit #5: Use data to make
Collaboration leads to better decisions
ideas and quicker solutions. Data separates fact from fiction,
Ask questions, clarify goals, gets buy-in from stakeholders and
and nurture and promote an manages emotional reactions. Add
interactive culture
Habit #3: Make for the
ranged team.
estimates schedule and financial metrics to
status reports; use burn down
Two-point estimations are easier to
charts and baseline views to tell an
make, more realistic and
objective story.
trustworthy. Make high and low
estimates based on best/worst case
scenarios and ask for feedback
from the team’s collective
experience.

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Takeaway and sources

Sources
McKinsey and Company: “The Social
Economy: Unlocking Value and
Productivity Through Social
Technologies”; “Delivering Large-scale
IT Projects on Time, on Budget, and on
Value”.

TrainingZone: “Is It Time to


Forget About Ebbinghaus?”

Source: PM Solutions, “Strategies


for Project Recovery”

The Economist, “Organisational Agility:


How Business Can Survive and Thrive in
Turbulent Times”

Standish CHAOS report,

2013 Gallup Poll

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