1. PMI is a registered trademark of the Project Management Institute PMI Tools Seminar March 16, 2004 How to Build a Solid Project Out of Wet Clay – The Soft Side of Business Transformation Becky Robeson, PMP (703) 217-6852

2. Overview Challenge Technique Benefits and drawbacks Three case studies Summary

3. The Challenge Vague but urgent concerns. Limited time get specific. First exposure to this client. New team.

4. The Approach Build in collaborative planning and discovery tasks: Client can provide further definition and expectations; Team can adjust to the results; and Intermediate deliverables can inform client early on.

5. Start on a collaborative note Task 1: Conduct Project Initiation (or Kickoff) Session For stakeholders, including client leadership and project team. Facilitated workshop to review and expand the known project information. Team building opportunity. Follow-up document becomes the conceptual baseline for the project.

6. Do even more homework Task 2: Conduct Background Research Formally request the items you think you need. Request points of contact to address unclear information. Deliver a report that logs all the sources and information you’ve gathered. Task 3: Conduct Interviews of Key Personnel Only after Tasks 1 & 2 do you know what you mean by this. Who do we need input from? What’s the best method to get this input?

7. Then “do” the project Execute, Control, Close Task 4: Develop [process schematics, or whatever] Task 5: Analyze [blah-blah] Task 6: Produce recommendations [or whatever] Task n: Etc. Now you can really get into what the client needs you to be doing – but they (and YOU) are better prepared.

8. Benefits Creates rapport and buy-in with the client. Shows progress early on Gets the client involved, and gives them credit Uncovers misconceptions Enables team to normalize.

9. Drawbacks Client may resist being ‘caught by surprise’ Client not expecting to spend additional time for the ‘getting started’ steps. Requires sufficient rapport to convince the client that these initial tasks will SIGNIFICANTLY improve the quality of the results.

10. Case #1- Map AS-IS Cross-Functional Processes Assumed work, per SOW: Identify and prioritize key C-F processes Interview process owners Map processes (8-10 expected) Identify opportunities for improvement BUT, NO…..

11. Case #1- Map AS-IS Cross-functional Processes Revised approach: Facilitated a session that identified 30 C-F “processes”; 2 more down-selections to 5 key processes. Researched organization’s background and formal “processes”. Guided 5 mapping sessions, with process participants providing content amid enthusiastic discussion. Converted raw maps to Visio and documented breakdowns and hypotheses. Showed needed improvements at the organization level rather than at the process level.

12. Case #2 – Project Rescue WAY off track… Client wanted help in developing performance measures. SOW also included developing strategic plan, business plan, key processes, benchmarking, data sources, and you-name-it. Client demanded we deliver everything in SOW but could not find time to participate. Project failing and relationship headed for disaster.

13. Case #2 – Project Rescue Intervention: Determined what client really needed Reshaped project to provide “Guidelines for Developing Performance Measures” Original “offending” team members/SME’s worked behind the scenes Repackaged intermediate deliverables into integrated set

14. Case #3 – Large, broad and soft Where do we start ? (gulp!): Five initiatives for transforming the business Marketing & sales CRM Personnel performance Financial reporting SOP’s Each could be a project in itself, but many overlaps 13 months, 6 core team to define and implement the changes, and to verify sustainability.

15. Case #3 – Large, broad and soft Solution to get started: Three weeks to plan and prepare an overall kickoff Subsequent staggered kickoff meeting for each of the five initiatives (i.e., task areas). Five team leads assigned (one for each task area), but flexible movement of project team staff among all 5 areas. Integrated project team meeting once a week to share learning and to re-shuffle as needed.

16. Summary Task 1: Conduct Project Initiation (or Kickoff) Session Task 2: Conduct Background Research Task 3: Conduct Interviews of Key Personnel Then “ do ” the project (execute, control, close) Task 4: Develop [process schematics, or whatever] Task 5: Analyze [blah-blah] Task 6: Produce recommendations [or whatever] Task n: Etc

17. Benefits Creates rapport and buy-in with the client. Shows progress early on Gets the client involved, and gives them credit Uncovers misconceptions Enables team to normalize.

18. PMI is a registered trademark of the Project Management Institute PMI Tools Seminar March 16, 2004 How to Build a Solid Project Out of Wet Clay – The Soft Side of Business Transformation Becky Robeson, PMP (703) 217-6852