Book Review: Project Management for SME’s

By Linky van der Merwe

A Book for SME’s

PM for SME'sWhat you’d expect from a book that is written with small businesses in mind, is very practical advice and insight with regards to the application of project management as a discipline in the Small Business sector. The author, Gren Gale, is stating that a badly run project can significantly impact a business’s bottom line, in the case of a small business, this can be fatal. He also believes that a professional approach to project management will give a small business a competitive advantage over its rivals.

The aim of the book is described as a guideline for how to control and manage projects effectively. It is meant to support staff of small to medium-sized companies who are charged with coordinating one or multiple projects. It concentrates on projects where the spend isn’t massive, but the stakes are high.

The book is divided in 5 chapters and in chapter 2 it covers all aspects of project delivery from the Business Case, to analysis, design, build, test, implement and closure. Chapter 3 goes a bit deeper into project governance in terms of covering governance, risk and issue management, change control, quality and portfolio management.

Chapter 4 covers important soft skills that Gren believes are required for managing projects in small businesses, namely communication skills, people management and crisis management skills. In addition, Gren explains the Agile approach thoroughly and also how it is different from the well-known Agile methodologies.

Project Management experience

The in-depth knowledge and experience of Gren Gale comes through in the clear language and well defined concepts. I believe it is a good source of information for your typical small business managers who are also responsible for project execution. It provides a glossary and a set of required documents at the end, with the option of procuring templates at a discount.

After reading the book, the reader will know how to do projects the right way and which pitfalls to avoid. It can also convince the reader that proper training is required to do project management effectively and that it should not be done using ad hoc ways without the discipline of a consistent methodology.

Conclusion

My initial impression was that the process around project management should be simplified, and that the details in the book can leave a person feeling overwhelmed and perhaps not up to the task of managing projects without proper training.

Regardless, I can recommend the book to managers in small to medium-sized companies who are responsible for running projects. If they follow the principles, process and advice laid out, they will have a much better chance of being successful with project delivery and giving their businesses the competitive edge that well implemented strategies can bring.

To get your copy of the book, please visit Project Management for SME’s.

PMBOK Guide – a peek at what’s coming in 6th Edition

The Project Management Institute (PMI) global standards provide guidelines, rules and characteristics for project, program and portfolio management. The Project Management Body of Knowledge (PMBOK®) Guide is where the PMI published the Practice standards that describe the use of a tool, technique or process. The PMBOK Guide is also one of the main resources that candidates study in preparation for the Project Management Professional (PMP) exam in order to become PMP Certified.

The good news is that there is a new PMBOK Guide, 6th Edition on it’s way, expected by the third quarter of 2017. There are some exciting additions like a new chapter on the the Project Manager’s role covering areas like the PM as a Leader, a strategic thinker and a business expert. Further additions include more detailed information about the Business Case, as well as a Project Benefits Management Plan. There is also more coverage of Agile and a new Agile Practice Guide will accompany the PMBOK Guide.

To read more, or rather watch the summary from J. LeRoy Ward from IIL that gives a good overview of what’s coming!

Rio 2016 Olympic Games – Biggest Sporting Event in the World

By Linky van der Merwe

Rio 2016 Olympic Games We have reached the end of the biggest sporting event in the world, the Olympic Games 2016, which took place in South America for the first time. It has been watched by millions of people all over the world who were awed and inspired by the persistence, excellence and sportsmanship shown by the participants.

The city of Rio de Janeiro in Brazil had the honour of hosting the Olympic and Paralympic Games over a four week-period where athletes competed for Olympic and Paralympic medals in more than 300 events.

But how much did hosting this sporting event mean to Brazil?

According to an article in the New York Times, dated August 22, 2016, the 2016 Summer Olympics have altered the City of Rio.  Experts are of the opinion that the Games served as a powerful catalyst for urban revitalization, spurring many infrastructure projects, that will enhance the lives of Rio’s residents.

Some of the projects include 100 miles of rapid bus lanes, a new subway line, four new tunnels and a 17-mile light railway system. Then of course there are the 3,600 apartments that make up the Olympic Village and a golf course. These projects are what lead people to believe that the $7 billion in transportation-related spending was money well spent.

Unfortunately, it is also a known fact that nearly every city that has hosted the Games has lost money, and few expect Rio to recoup the billions of dollars spent preparing for an event that lasts just weeks.

Infrastructure projects leaving a legacy

Let’s have a closer look at some of the projects that will leave a lasting legacy and why.

Source: Cidade Olímpica (Olympic City)

#1 Athletes’ Park

Concluded in August 2011, Parque dos Atletas (Athletes’ Park) was the first Olympic facility delivered in Rio de Janeiro for the 2016 Games. The park has an area of 150 thousand square metres. It used to be the stage of another well-known event: Rock in Rio. Since 2011, several international music stars have played at the festival, entertaining millions of fans.

From Monday to Friday, the park is used by Rio de Janeiro City Hall teachers, who offer free tennis, volleyball, basketball, football (on court), handball and weight training lessons.

The park is equipped with tennis courts, climbing wall, area for children and a gym for people from all ages. There are also changing rooms, showers and a 1,420 metre track for cyclists, runners or those who just want to go for a walk.

#2 Olympic VillasOlympic Villas, Rio

Each villa caters for around 10 thousand children and adolescents, not just for sports, but also providing them with the possibility of taking part in cultural, educational, social and health related activities.

Each complex has a swimming pool, multi-purpose court with roof, athletics track, football pitch and rooms for activities such as ballet, martial arts, gymnastics, activities for people over 60, park for children and barbecue area. Some units also have tennis and beach volleyball courts, as well as skateboarding tracks.

Every day, the Olympic Villas provide services for public school students and are strategically positioned in places that had no leisure or sport facilities previously. The villas have the aim of integrating underprivileged young people. The work is done by the Municipal Secretariat of Sport and Leisure.

#3 Olympic Experimental Gymnasium (GEO)

Olympic Experimental Gymnasium (GEO) is a project that brings together education and sport development. Designed for lower secondary education students, the GEO integrates educational training with the possibility of developing new athletes.

In order to enrol in the GEO, applicants take a physical fitness test. Then they have to meet a number of requirements to continue training – with a training load of at least two hours a day -, such as academic performance. Students’ grades are monitored and they have to keep their grades up in order to be able to continue training.

In addition to sport related activities, the GEO provides extra Portuguese, Mathematics, Science and English lessons to students. At the moment, the following sports are offered at the GEOs: athletics, table tennis, volleyball, swimming and soccer.

#4 Porto Maravilha

The Rio de Janeiro Port is where anyone coming into city by sea arrives at. 5 million square metres were renovated through the project, with express roadways, tunnels and underground passages as well as two new museums that were opened.

#5 Rio Operations Centre

The Rio Operations Centre is considered the most modern in Latin America and is in charge of monitoring the day-to-day activities of the city. This role is performed by using over 560 cameras spread out through the municipality and a big screen made up of 80 monitors (46 inch each). Through this high level technology, the centre monitors (24/7) services provided by other organisations and utilities companies, as well as maps, graphs and aerial photos.  In addition, the Operations Centre works as a tool to monitor traffic in real time.

#6 Madureira ParkMadureira Park, Rio

The Madureira Park covers an area of over 90 thousand square metres and has become a leisure attraction for residents of Rio de Janeiro’s North Zone since its opening in 2012.  Equipped with sport courts, cycle lanes, walking and running tracks, as well as a skateboarding track, the park has become the city’s third biggest.

The park is also the stage of cultural performances. In addition, it has a green corridor with over 1,500 trees and the so-called Madureira beach, with its waterfall where local residents cool down on hot days. The next stage of the project will add an exclusive bicycle lane and a new skateboarding track.

#7 Reforesting of hillsides

Amongst so many infrastructure projects, environmental projects aimed at reducing deforestation are being developed as a way of avoiding landslide and preserving the fauna and flora.  Some good results are two million buds that were planted in the municipality, particularly in the West Zone between 2010 and 2012.  Residents from several communities have been contributing to the reforestation efforts.

Sustainability Management Plan

Sustainability Management PlanA Sustainability Management Plan for Rio 2016 Olympic and Paralympic Games describes the vision, mission, values and principles of the Games, as well as the scope of the Sustainability Management Plan and the main players in organizing the Games. The life cycle of the Organising process is composed of 3 main phases, namely the preparation phase, the operational phase, then the legacy phase that needs to ensure that the work continues to ensure lasting positive transformations that maximise the social, economic, environmental and sporting benefits of hosting the Games.

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Current Trends in Project Management

By Linky van der Merwe

In a profession that is ever evolving, companies are continuously looking to understand the latest trends in project management. The business environment is shifting towards project based work as a result of globalization, the information Age and the speed of change.

PMI talent-triangleThe skills required to fill project management positions are changing, therefore the role of the project manager is evolving. This can be seen in the Project Management Institute’s new Talent Triangle that reinforces the need for a balance of skills in leadership, strategic management as well as the traditional technical expertise.

A trend I’m particularly excited about, is the move to Digital Project Management. The Infographic below, supplied by Visualistan, explains why Digital Project Management is the new project management.

Project Management Global Trends in 2016 #infographicYou can also find more infographics at Visualistan

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Project Manager Skills – Decision Making

By Linky van der Merwe

Recently I had to make a very big decision that would influence my life for years to come. I realised just how hard it is to make sure that the best decision is made and that one can have peace of mind after you have made the decision.

Since effective decision making is one of the many soft skills a project manager needs on a daily basis, I think it’s worth sharing some good practices and tips.

Guidelines

According to the Project Management Book of Knowledge (PMBOK), effective decision making involves the ability to negotiate and influence the organisation and the project management team. Some guidelines for decision making include:

  • focus on the goals to be served
  • follow a decision-making process
  • study the environmental factors
  • analyse available information
  • stimulate team creativity
  • manage the risk

Styles for Decision Making

Let’s have a look at basic decision styles used by project managers.

command
Command – give instruction or order people to do things.

Command is a more autocratic style that may be fit in many circumstances, but not so much in the project context, unless it’s a matter of safety.

Consultation
Confer with the team members

It’s a good idea to consult with the team members while following a proper decision making process that will probably lead to the best outcome.

By the end of the decision making process, you would want consensus among team members and for people to agree that the best possible decision has been made.

Consensus
Consensus – to see agreement in opinion

In any situation there are four major factors that will affect the decision style you use:

  1. Time constraints
  2. Trust
  3. Quality
  4. Acceptance

Model for decision making

Next you will find a good decision making model or process to use with your project teams.

#1 Problem definition

When you are faced with having to make an important decision, it’s very important to fully explore, clarify and define the problem. Look at it from all angles, not just from your own viewpoint.

#2 Problem solution generation

Now comes the part where you brainstorm multiple solutions, not making a premature decision.

#3 Ideas to action

You need to define evaluation criteria.  Then you rate the advantages and disadvantages (pros and cons) of the alternatives in order to select the best solution. There are many tools available to assist you with this.

#4 Solution action planning

After the decision has been made, it’s recommended to perform a post-implementation analysis, to evaluate the decisions made and to acknowledge the lessons that you learned.

#5 Evaluate the outcome

The last step in the process is to evaluate how well the problem was solved or project goals were achieved.

I trust the next time you need to make decisions on your projects, you will have a process to follow that will allow you time to look at alternatives, to evaluate and score them and ultimately to make the best decision under the circumstances.

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For more hard and soft skills training, check out my Growth Program for new Project Managers! 

It will help you grow critical project management competencies, learn how to overcome your biggest challenges on projects and increase your confidence.

Book Review: The Conscious Project Leader

By Linky van der Merwe

The Conscious Project LeaderWhen I was contacted by Colin Ellis to do a review of his new book: “The Conscious Project Leader”, I was curious to find out what new can be said about this well covered topic?  I was pleasantly surprised!

Colin has a fresh perspective on project management, resulting in a book that you cannot put down once you start reading it. His wisdom comes from two decades of experience (in the coal face, as he calls it) and from doing projects on three different continents, Britain, New Zealand and Australia. Colin is also a speaker, writer and mentor on Conscious Project Leadership. One of his outstanding qualities, seems to be his sense of humour.

Leadership and Culture

The book is written from the perspective of how to create a culture of success for your projects, your team and yourself. Although leadership is covered in detail, much focus is also given to culture; like hiring, having a vision, collaboration, stakeholder satisfaction and celebrating success.

He covers just enough technical project management to make the book complete and without any unnecessary jargon that may confuse a reader. It is written in an informal style that is very engaging.

The chapters are short and to the point. There are numerous references to other books to read, videos to watch and actions to take, putting the reader on a journey of self-discovery and development towards becoming a conscious leader.

Lift Project Performance

What I compassionately agree with Colin, is that projects can change the world and that it’s frustrating that a big percentage of projects continue to fail. This book is his contribution to improve project success by helping professionals to be great project leaders and to give them the knowledge to be consistently successful. Another point we agree on is that we believe project success stories make the best lessons to learn.

Colin argues that projects are about people and that perhaps too much emphasis is placed on methods and processes and not enough on developing leaders who are responsible and accountable for project delivery.

Although I don’t disagree with that, I believe that developing leadership skills is equally important to having the right foundation of using methods and processes consistently. Training approaches should put equal weighting on both hard, as well as soft skills.

Conscious Leadership

Once you finish reading, Colin reminds you that this is just the beginning of your journey towards Conscious Project Leadership and that you have a big responsibility to apply your knowledge and to create the culture that will contribute to success. He challenges his fellow project practitioners to help make our profession proud.

Recommendation

Compared to other Project Leadership books that I have reviewed before, like “Leadership Toolbox for Project Managers by Michel Dion and The Power of Project Leadership by Susanne Madsen, I think this book complements what is already written.

It is modern in the sense that you can read it on a mobile device and visit the links at the end of chapters immediately. Colin has also prepared relevant quotes that he encourages the reader to share with their social networks using #CPL. It may start a movement under professionals who are committed to change.

I can recommend this book to all project practitioners, PMO managers/directors and people who have the opportunity to coach and mentor new and inexperienced project leaders.

You will find this book on Amazon and on Colin’s website, The Conscious Project Leader.

 

Project Management: Top 10 Tips for Validating your Project Schedule

By Linky van der Merwe

schedule WBS validation
Link to Schedule Validation Template

This article is aimed at existing project managers who use a scheduling tool like MS Project, or similar to plan their projects and then to execute against the plan.

Use the validation template once the Work Breakdown Structure (WBS) is transferred to a scheduling tool. The purpose is to validate that the project schedule contains all the necessary WBS elements to complete a project successfully.

#1 Deliverables

Are the key deliverables shown at the highest level of the WBS? If you do all of the detail tasks, will you have completely accomplished the summary deliverable?

#2 Scope and breakdown

Does the WBS represent the entire scope of the project and is it set at the appropriate level for the size and type of project?

#3 Milestones

Are there enough milestones identified and checkpoints when moving from one phase to the next?

#4 Governance

Are governance tasks separated out into their own section? Is there sufficient project management time across entire project?

#5 Structure

Does the WBS map to a methodology and does it make sense within that context?

#6 Estimates

Did the person who is most familiar with the task estimate the task itself? Check the accuracy of the task after the work had been performed.

#7 Risk

Did you document any risks for the tasks?

#8 Dependencies

Are the task dependencies implemented with the correct logic? Does the overall sequence of phases/deliverables make sense?

#9 Resources

Have all the resources been identified in the resource sheet? Is there any duplication of resources?  Are all resources named completely and consistently using a naming convention?

#10 Tasks, assignments, durations

Are there any assignments on summary tasks?  Does each detail task have at least one human resource assigned?

Final validation

It is always a good practice to have your schedule reviewed by an independent party or a senior architect not part of the planning team.

Please click here for the validation template that supports the schedule validation steps.

New Project Manager – How to start projects successfully

By Linky van der Merwe

athlete startMost people know that a race is half won when the athlete has a good start!  For project managers, a good start is just as important to win the project ‘race’. You will be a successful project manager if you learn to define the project clearly from the outset.

Where to start

The following basic questions need to be answered when starting any project:

  • Why is the project being initiated?
  • Who is this work being done for?
  • Who are the project sponsor(s) and the key project stakeholders that might use the final product, service, or results?
  • How are we going to achieve the project’s goal and objectives?
  • What are we going to deliver? What work do we need to complete; what resources and funds do we need to produce these deliverables?
  • When will we produce the deliverables?
  • When will the project stakeholders review them?
  • When will the project sponsor approve and accept the final project outcome?
  • Where will the deliverables be used?
  • How will success be measured?

Solid foundation

A project manager needs to lay a solid foundation to start a project successfully. This would include the following:

  • Define and control the scope
  • Understand the client’s business drivers
  • Build strong relationships of trust
  • Support delivery on the project with appropriate tools, techniques and processes, but tailored to suit the size, culture and context of the organisation

Let’s take a closer look at the building blocks of a good foundation.

Project Definition

When you define the project, you need to begin with the end in mind. This means that you want to know the project vision, objective, high-level requirements, high-level risks and milestones. This is normally documented in the Project Charter.

Based on your understanding of what the project is set out to achieve, you will select the best execution approach.

Scope agreement

Define and agree what is in and out of scope. The components of a scope statement include:

  • Project justification
  • Product description
  • Project objectives
  • Project deliverables

It is a good practice to document the project scope in a document that is generically known as a Scope Statement. The document has different names depending on which methodology is used. This is to explain what is in and out of scope, a step-by-step process for managing changes in project scope, project deliverables, constraints and assumptions.

Work Breakdown Structure

Work breakdown structureBased on the agreed project scope, you can continue to create a work breakdown structure, known as the WBS. The WBS is a decomposition of the total scope of the work. A work package is work defined at the lowest level of the work breakdown structure for which cost and duration can be estimated and managed. For more about the WBS, read Project Planning – Work Breakdown Structure.

When you’re new to project management, you may need clarification on project deliverables and milestones.  We differentiate between them as follows.

A project milestone is referring to a significant point in time when something is complete.  For example, the end of the planning phase could be a milestone. If you use MS Project as a scheduling tool, a milestone will have a zero duration.

A project deliverable is a tangible output of the project, for example, a completed document, a piece of code, or a documented list of requirements or product specifications.

Understand business requirements

Next, you will follow a process of collecting and analysing requirements. It is very important to understand the requirements by answering the questions above. You need to be clear on how you will measure each benefit that is realised.

Build strong relationships of trust

You will have to identify all stakeholders to the project. You also need to plan how you will effectively engage stakeholders throughout the project life cycle.

Support delivery

By now you should have a good understanding of the size, culture and context of the organisation in which project execution will take place.

If your organisation has a Project Management Office, you will have a standard project management methodology that is customised to the needs of the organisation. That will give you access to tools and processes that can be used to support the delivery of your project.

If not, you will need to select appropriate tools, techniques and processes, which will help you to execute your project. Consider using a standardised project management templates from Method 123 that will guide you through the project processes of Initiation, Planning, Execution and Closure.

After having a great start, it’s time for Planning! Read the short article on Time Management and Gantt Charts as a planning tool.

If you’re new to project management and would like to grow critical project management competencies fast, check this self-paced online training, called the Growth Program today.

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PMP Exam: A fun way to become PMP certified

By Samantha Shore

With many organisations aiming to improve their project management maturity, there has been a big emphasis in the past few years on using professional project managers to execute their project portfolios. Project management is becoming more and more central to conducting all forms of business, hence the profession is experiencing rapid growth.

Brain Sensei e-learningSo, in this climate where the traditional corporate professional is not the only one interested in becoming PMP certified, there are options that exist to prepare the more non-traditional workers and their (potentially) non-traditional schedule for the PMP exam. One of these emerging options is Brain Sensei – e-learning with a punch!

A fun way to study

Brain Sensei offers learners an effective and fun way to study, while collecting the needed 35 contact hours at the same time. Founders John Estrella, PhD, CMC, PMP and Chris Stafford, MBA, PMP aimed to offer a service that they weren’t able to find when preparing for their own PMP exams – one that didn’t put them to sleep. Their solution to the problem was to create an e-learning program that pairs key knowledge points with fun animated videos to reinforce them and uses several types of interactive self-assessments to help learners gauge how they’re progressing. These features help users of Brain Sensei to stay engaged with the material, understand it more clearly, and remember key concepts when it counts: for example, during their PMP exam!

PMP Exam Prep Course

Brain Sensei self assessmentThe Complete PMP Exam Prep Course is $399. It is composed of six online modules (also available for individual purchase) that cover the 5 Project Management process groups, as well as over 900 practice exam questions.

Each module follows the story of a female samurai in Feudal Japan as she overcomes adversity. The modules come equipped with summaries of key concepts, self-assessment quizzes, and contact hours. The Complete PMP Exam Prep Course and individual modules are available to users for a period of 6 months after purchase, so that learners can work at their own pace, and easily review material before their exam.

Mobile access

Students are not limited to using their computer to complete Brain Sensei courses, but can also use their tablet or smartphone to access the material, wherever they are.

Becoming PMP certified is a career move that brings with it many benefits – better opportunities, higher pay and increased job stability. With features designed to engage users and cater to multiple learning styles, Brain Sensei is a fresh take on e-learning that makes getting your PMP certification not only achievable, but also fun.

About Brain Sensei

Brain Sensei is a Registered Education Provider (REP) with the Project Management Institute and an eLearning company that offers online courses to help people prepare for the Project Management Professional exam. Their mission is to provide simple and innovative courses by using an animated story to reinforce key project management concepts and to make it easier for you to absorb information. Also visit them on Facebook, Twitter for pearls of Project Management Wisdom.

Project Lessons Learned, but knowledge lost

By Linky van der Merwe

Lessons LearnedRecently I gave a talk at the PMO Forum (Western Cape, South Africa) making a case for Lessons Learned, the challenge we still have around retaining the knowledge and experience, how the PMO can promote learning and act as a knowledge broker, as well as examples of a story-based approach to lessons learned.

The purpose of this article to share plenty of insights based on some interesting discussions.

Knowledge Management

Often people, especially project managers, don’t want to learn from other people, they prefer to learn from their own hard-earned experience.

Some project managers don’t like to share things, it may show if they have messed up; this is true if they are achievement focussed. However, in a culture that supports people being open and honest, it creates the environment for a culture of learning.  Organisations need to create an environment that is safe to share.

In many cases, there is too much emphasis on systems and codifying the knowledge. PMOs are well positioned to act as Knowledge Brokers within their organisations. PMO’s should play a bigger role to put a focus on processes and organisational learning.

When we talk about tacit knowledge, it’s more about the transfer of knowledge from project manager to project manager, with the PMO being the facilitator to allow sharing naturally.

For organisational learning to take place, health checks are good mechanisms to use the learning from various projects across different sponsors. Sponsors need to ask the hard question: “What does organisations do about learning from key projects?”

Another good idea for sharing lessons learned, came from the ‘pmoflashmob.org’ website.  It is called the “Call 3” pack. Before you can get a new project approved, you must have a 30-minute phone call or meeting with each of three people identified by the PMO for having done similar projects in the past. They may not be project managers, but they will have war stories to share.

In case the project managers are not available a year or two after projects have been completed, you can also request PM’s to create a “call 3 pack” at the end of a project. They need to think about and imagine it is a year down the line and they are sharing with a new PM starting a similar project. What would they say? What advice would they impart? This is perhaps a better approach to keep the emotion and passion intact, rather than documenting it all in a sanitised or filtered report.

Audience feedback

Based on feedback from the PMO representatives in the audience, it was evident that less than 25% of organisations have a formal process in place for transferring project management knowledge from one part of the organisation to the next. Interestingly enough, more than 50% of attendees indicated that their organisations use lessons learnt from past projects during the induction of new project managers or get them to look at lessons from similar projects in the past.

It was found that the top 3 contributors to their organisation’s success/failure to effective knowledge transfer were:

  1. Lack of communication
  2. The right level of story-telling
  3. A blaming corporate culture

Key insights

Feedback from the audience indicated that some of the key insights from attendees included:

  • Sharing is essential
  • The importance of knowledge sharing
  • PM’s not willing to share and learn
  • Peer Reviews
  • At start of a project confirming my own “feeling” about lessons learnt
  • How to change is dependent on organisation & people within.
  • The essence of project to organisation learning
  • Interview/story telling approach to lessons learnt
  • Learning for the PM, the PMO and the organisation
  • How to share lessons learnt
  • Story based lessons

To read more case studies on Lessons Learnt, read Success Stories Shared.

Advantages and Disadvantages of Agile vs Waterfall

By Kevin Lonergan

Agile and Waterfall are two very different project management methods.  They both have clear pros and cons.  Some people argue that you can mix the two but others say: “you can’t be half Agile” and I have a lot of sympathy for this view.

Waterfall projects cascade through a series of phases with a requirements phase very near the start.  Developers then take this ‘statement of requirements’ and go through design and development.  Waterfall projects are usually delivered in a ‘big-bang’ way.

Agile is different. For more on Agile, read the Guide to Agile Project Management.

Agile does not attempt to define requirements in one go.  Instead, Agile produces the deliverable on an incremental basis and confirms the detail of the requirements around each increment.

Agile-Project-ManagementAgile encourages many practices that are really useful on projects, like:

  • face-to-face communication
  • constant involvement of users in the project
  • close co-operation between developers and users

Some of these things could potentially be used on virtually any project but not every project can produce the end-product incrementally.

To read the full article that expands on these statements and provides a detailed explanation of the most important pros and cons, read the Comparison of Agile versus Waterfall methods.

Best Practice: Project Governance Framework

By Linky van der Merwe

This article will focus specifically on Project Governance that determines the effectiveness of the project manager (PM). You will find an explanation of what Project Governance is, why you need it, who is responsible for it and how to use it, with principles and examples to make it clear.

Project Governance Framework
Source: princetonprinciples.org

What is Project Governance?

Project Governance is an oversight function that is aligned with an organisation’s governance model and that encompasses the project life cycle.

The Project Management Body of Knowledge Guide (PMBOK) definition is:

“The alignment of project objectives with the strategy of the larger organisation by the project sponsor and project team. A project’s governance is defined by and required to fit within the larger context of the program or organisation sponsoring it, but is separate from organisational governance.”

Projects are undertaken to achieve strategic business outcomes. Many organisations adopt formal organisational governance processes and procedures. Organisational governance criteria can impose constraints on projects especially if projects are for new products or services.

A project manager needs to be knowledgeable about corporate governance policies and procedures pertaining to the product/services in question; this tends to be very industry related.

Why Project Governance?

A project governance framework provides the project manager and team with structured processes, decision-making models and tools for managing the project while supporting and controlling the project for successful delivery. Governance is critical for any project, especially on complex and risky projects.

The governance framework provides a comprehensive, consistent method of controlling the projects. Governance will ensure success by defining, documenting and communicating reliable and repeatable project practices.

Governance provides important deliverable acceptance criteria and success measures to measure the benefits and success of your projects.

Who is responsible for Project Governance?

In many organisations a Project Management Office (PMO) exists. The PMO is responsible for  defining and owning the project governance framework.

The PMO also plays a decisive role for project governance that involves:

  • Documented policies, procedures and standards
  • Health Checks – Are we doing right things? Are we using right process? Do we conform to standards?
  • Stakeholders

Where to document Project Governance

The project governance approach should be described in the project management plan, which is the planning document compiled by the PM to describe how a project will be executed, monitored and controlled.

The PM is responsible and accountable for setting realistic and achievable boundaries for the project and to accomplish the project within the approved baselines.

How to use Project Governance

Use project governance to ensure that Project Portfolios are aligned to corporate goals. It will then form the basis to see that projects are delivered efficiently and that the interests of project staff and other stakeholders are aligned.

Governance will also ensure that the Project Board/Steering Committee and major stakeholders are provided with timely, relevant, and accurate information.

Principles of Project Governance

Here are a few key principles for project governance:

  • Projects should be clearly linked to key business objectives.
  • There should be clear senior management ownership of projects.
  • There should be effective engagement with Stakeholders.
  • Projects should be driven by long-term value, rather than short-term costs.
  • Projects should be broken down into manageable steps.

Examples of Project Governance Framework elements

Here are examples of elements included in a project governance framework:

  • Guidelines for aligning project governance and organisational strategy
  • A process to identify, escalate, resolve issues that arise during the project
  • Relationship among project teams, organisational groups and external stakeholders
  • Project organisational chart that identifies project roles
  • Processes and procedures for communication of information
  • Project decision-making processes
  • Project life-cycle approach including the transfer to Operations and readiness of business
  • Process for stage gate or phase reviews – Authorise to proceed. Approval of process/documents.
  • Process for review and approval for changes to budget, scope, quality, schedule which are beyond the authority of the PM

Operate within the Project Governance Framework

You can see that Project Governance is an oversight function that is applicable throughout the life cycle of a project.

Project governance determines the effectiveness of the project manager, because governance gives a framework for making project decisions, defines roles, responsibilities and accountabilities for the success of the project.

It’s important that you as project managers, understand project governance, that you document it on your projects, that you apply it as a consistent method of controlling your projects, and by doing this you will hugely improve your chances for successful project delivery.

Every successful project you complete, will bring you closer to being recognised as a competent, efficient and professional project manager who can be followed as a leader and entrusted with strategic projects and programmes.

How can I use this information as a Project Manager or PMO?

I’ve created a free Project Governance Framework Reference Guide to remind you of the What, Why, Who, When and How of Project Governance.

Click below to download the Free Reference Guide today!

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Governance is one of the 6 pillars of the Growth Framework that I have developed to help you remember the essential elements of running projects successfully. Visit Project Manager Growth to subscribe for more information and a free Growth Framework Infographic.