Project Management Certificate Program Personal Skills & Team Dynamics for Project Management Module 2 1 Today’s Agenda • What makes projects fail/succeed? • Organizational structure considerations • Leadership Skills • Conflict management • General Management Skills • Dealing Effectively with Project Stakeholders • Building a Project Team • Facilitating Project Team Meetings 2 What makes projects fail/succeed? 3 Why Do Projects Fail? • Inadequate resources • Inadequate time • Inadequate goals/expectations • Disagreement and confusion within the team • Inadequate management involvement, guidance, & support #1 Reason a project fails is lack of Leadership! What Makes Projects Successful? • Team clearly understands the project outcome • Team members are willing and properly trained • Detailed, complete, up-to-date project plan • Adequate resources • Realistic project schedule • Feasible project scope What Makes Projects Successful? • The team’s personal needs and priorities are considered vital • PM must have formal and ongoing support of management and stakeholders • PM must be “adaptable” • PM must be a great communicator • PM must be “open” • PM must be a good leader What Must Change Within Organizations? A B C • Internally driven to customer driven (includes quality) D • Functionally focused to process focused Project 1 Project 2 A B C D • Management centered to employee (team) involvement Project 3 7 How Organizations Are Changing • Traditional: Direct people • Participatory: Involve people • Team leadership: Build TRUST in people 8 Remember the Matrix? Consider Leadership … Chief Executive Manager of Project Managers Functional Manager Functional Manager Project Manager Staff Staff Project Manager Staff Staff Project Manager Staff Staff Project Management 9 Leadership Skills Leadership: Communicating people's worth potential so clearly, that they come to see it in themselves. (S Covey) 10 Exercise: As a group, discuss and list (on a flip chart) some of the traits you look for in a leader 11 What Makes A Good Project Manager? Traits: • Flexibility • Ambition/energy • Customer (quality) focused • Intelligence • Decisiveness • Consciousness of social environment • Willingness to take responsibility • Creativity • Persistence • Tolerance toward ambiguity/stress Skills • Conceptual • Social • Diplomacy • Communication • Organizational (administrative/tim e management) You must live it—not just expect it from others! 12 Human Resource Skills for the Project Manager. Vol 2 Vijay Verma, pg 212-213 HIGH Situational Leadership Styles SUPPORTING S U P P O R T I V E B E H A V I O R LOW Facilitates and supports efforts of subordinates toward tasks, accomplishment, and shares decisionmaking responsibilities DELEGATING Turns over responsibility for decision-making and problem solving to subordinates Directive Behavior PMI: Steppin’ Into Leadership. COACHING Continues to direct and closely supervise task accomplishment, but also explains decisions, solicits suggestions, and supports progress DIRECTING Provides specific instructions and closely supervises task accomplishment HIGH 13 Leading Project Teams Team Building Activities / Improving Team Performance • Involving non-management level in planning • Establishing ground rules for dealing with conflict (see sample meeting agenda) • Conduct team building exercises • Obtain team member commitment—regularly • Communicate, communicate, communicate Team Spirit: “A readiness to work with others toward a common goal.” 14 Leading Project Teams Team Building Activities / Improving Team Performance • Reward and recognition systems – Must link performance with goals – Should be project-oriented--not just organization – Should consider environmental and cultural differences • Logos • Collocation (“tight matrix”) – Team is in close proximity (WAR Room) • Training – Enhancing skills, knowledge, and capabilities – Formal and informal 15 Leading Project Team Meetings (Group Dynamics) 1. Group 2. Goal 3. Process 4. Environment (Chemistry) (Achievability) (Climate) “Who” “What” (Appropriateness) “How” “Where” S.M.A.R.T. * SMES *Decision makers * Scribe * Valuable input * Stakeholders * Specific * Measurable * Achievable (Agreed upon) * Realistic * Timely * Information Sharing * Information Processing * Problem Solving * Process Improvement Phys. Tech. Emotional Size Chairs Tables Temp Lights Noise A/V Boards Handouts Flip Chart Markers Computer Affected by Physical and Technical 16 Leadership And The Project Management Life Cycle Visionary Empowerment Listener Analytical Change master Decision maker Work/fun Trustworthiness Team Synergy Team builder Power and influence Integrator Administrator Executing Level of Activity Planning Closing Initiating Controlling Time 17 Conflict Resolution 18 Team Stages Mourning/ Adjourning Performing Forming Storming Norming Productivity + 0 Conflict - Forming Storming Norming Performing Adjourning 19 Conflict • “When two or more people’s differences escalate to a level that negatively affects (or may affect) productivity, quality, service, morale, or working relationships.” More Change, More People, More Conflict... 20 Views on Conflict Traditional View of Conflict: - Caused by troublemakers - Bad - Should be avoided Current View of Conflict: - Inevitable, often beneficial - Natural result of change - Can be managed - Use the differences! 21 Conflict Management • Definition: “A process by which the project manager uses appropriate managerial techniques to deal with inevitable disagreements - both technical and personal - that develop among those working toward project accomplishment.” • Your Goal: Manage and prevent conflicts – Minimize negative impact on project – Harvest the benefits 22 * Sources of Conflict Sources of Conflict Definitions (priority order in *INITIATION) #1 Project Priorities View of project participants differ over sequence of activities and tasks. #2 Administrative Procedures Managerial and administration oriented conflicts over how the project will be managed #3 Technical Opinions & Performance Trade-offs Disagreements over technical issues, performance specifications, technical trade-offs #4 Human Resources Conflicts about staffing a project team with personnel from other areas #5 Cost Conflict over cost estimates from support areas regarding work breakdown structures #6 Schedule Disagreements about the timing, sequencing and scheduling of projectrelated tasks #7 Personality Disagreements on interpersonal issues 23 Team Conflict Sources in order (overall project) 1. 2. 3. 4. 5. 6. 7. Schedules Project priorities--different visions/goals related to activities/tasks Resources Disagreements over technical issues and performance trade-offs (vagueness) “Administrivia” Cost Personality 24 Ways to Resolve a Conflict (PMI) • Avoiding/Withdrawing – Ignoring or retreating from the problem • Smoothing - De-emphasize differences and emphasize commonalities – Friendly • Compromising - Find solutions that bring some degree of satisfaction to parties - Neither wins • Forcing - Exert one's view at expense of another party • Problem Solving - Address disagreement directly. Select most appropriate alternative 25 Conflict Management (Options) Assertive Forcing/Competing (Power, “My way…” Win-Lose) Problem Solving, Collaborating/Confronting (Consensus, Win-Win) Compromising (Bargaining, Partial Agreement Lose-Lose) Unassertive Avoiding/Withdrawal (Passive, retreating Lose-Lose) Uncooperative Smoothing/Accommodating (Friendly Lose-Lose) Cooperative 26 How To Approach Conflict Mgmt 1. Prepare for Conflict – Expect conflict. – Plan ahead to handle conflict. (Communicate how the team will handle conflict.) 2. Face the Conflict – Serve as a lightning rod (Deal with it - don’t take it personally.) – Surface the real issues. 3. Resolve the Conflict – Look for win-win alternatives. – Cut your losses when necessary. 27 Conflict Management (...Ask Yourself) • What is the real source of the conflict? • Are you diplomatic enough to handle it yourself? • Can it be worked out with a meeting of the members in conflict? • Will it go away by itself? Conflict Management (Confronting/Problem Solving) • • • • • • • • Use a direct approach Pinpoint the problem Develop alternatives Objectively resolve (take the emotion out) Take the time Maintain open dialogue Get to a final solution Stay Win-Win 28 Conflict Resolution • Preventative measures – Meeting ground rules – Expectations – Communications – Consensus 29 Be Versatile (Backup Behavior) The Versatile Salesperson, Roger Wenschlag, Wilson Learning Company Conflict/Backup Behavior When discussions break down…. Draw them out; listen clarify, problem solve, ask. Let them vent; listen, clarify, problem solve, ask. 30 Exercise How Do You Handle Conflict? 31 General Management Skills 32 Exercise: Develop Team Operating Guidelines • • • Goal: To develop Team Operating Guidelines that reflect behaviors important to your team. Benefits: – Establishes team expectations – Creates process before unwanted behavior occurs – Expedites Forming-Storming-Norming stages Use Exercise handout 33 Five Key General Management Skills #1 Communicating • Getting information to the right people at the right time #2 Negotiating • Reaching agreement #3 Problem Solving • Problem definition and decision making #4 Influencing the Organization • Getting things done (without formal authority) #5 Leading (covered in previous session) • Establishing direction, aligning people, motivating & inspiring 34 Communication • Definition: “Involves the exchange of information.” (understanding) • Responsibilities – Sender - makes sure the information is clear, unambiguous, and complete. – Receiver - makes sure the information is received in entirety and understood correctly. 35 How Much Time Does a Project Manager Spend Communicating? • Project managers spend roughly 75 - 90% of their working hours speaking or listening. “One's effectiveness is determined by one's ability to reach others through the spoken or written word ... perhaps the most important of all skills.” -- Peter Drucker Reading 10% Speaking 30% Writing 10% Other 5% 75% Listening 45% 36 Dimensions of Communication • Written and oral, listening and speaking • Internal (within the project) and external (customer, media, public) • Formal and informal • Vertical (upper management, subordinates) and horizontal (peer departments) 37 Communication Model Field of Experience Idea Encoding Message Initiated Encoder/ Sender Meaning Field of Experience Filters: Distraction Perceptual/ Cultural Interference Differences Idea Decoder/ Receiver Shared Experience Decoding Filters: Distraction Perceptual/ Cultural Differences Encoding Meaning Decoding Message Interference Feedback Sources of Perceptual Differences: Words, culture, judgments, values, emotions, personalities TRANSFER UNDERSTANDING! 38 Feedback Guidelines • Feedback should be: – Timely – Given as soon as possible – Specific and descriptive – Don’t be general – Non-evaluative – Don’t get personal – Goal Oriented – Value of a change for the person – Limited – Don’t overload the person – Two-way – Allow the other person time to give observations 39 Communication Channels Formula (n = # people on project): n (n-1) 2 Number of channels for: • 6 people = 15 • 30 people = 435 40 Exercise: Your project team has just gone from 8 to 12 members. How many more channels of communication have been added? 41 Influencing the Organization • Definition: – “Ability to “get things done.” • Requires an understanding of: – Formal and informal organizational structures – Power and politics – Conflict management 42 Negotiating • Definition: “Conferring with others to come to terms with them or reach an agreement.” • Agreements may be negotiated: – Directly between the parties – With assistance • Mediation – neutral third party helps disputants work out their own solution to the conflict • Arbitration – neutral third party imposes a binding solution on the parties 43 Negotiating PMBOK, Appendix G • “Negotiating involves conferring with others to come to terms with them or reach an agreement.” • May focus on: – Scope, cost, and schedule – Changes to scope, cost, or schedule – Contract terms and conditions – Assignments – Resources 44 When is Negotiation Used? • All the time! Key skill to manage a project through the actions of others. • Some examples are: – Scope, cost, and schedule objectives & changes – Contract terms and conditions – Resource allocation (staff may be pre-assigned within project charter) 45 * Negotiation Spectrum Cooperative Competitive CONFLICT SPECTRUM Objective: WIN / WIN WIN / LOSE Style: Soft Hard Control: More Less Examples: Principled Negotiation Mediation ArbitrationTrial • Roger Fisher & William Ury, Getting to Yes, New York, Penguin Books, 1991 • William Ury, Getting Past No, New York, Penguin Books, 1993 War 46 Negotiating Soft • Participants: Friends • Goal: Agreement • Make concessions to cultivate relationship • Be soft (on the people/problem) • Trust others • Change position often • Make offers • Disclose bottom line vs. Hard • Participants: Adversaries • Goal: Victory • Demand concessions as a condition of the relationship • Be hard (on the people/ problem) • Distrust others • Dig in to position • Make threats • Mislead as to your bottom line “Getting To Yes” Roger Fisher and William Ury 47 Multi-Cultural Impact on Negotiations • Definition: “Culture is the distinctive way a group of people linked by geographic location, religion, and/or ethnic beliefs lead their lives.” • Project manager's own cultural bias affects negotiations – Self-reference criterion – Culture shock 48 Dealing Effectively with Project Stakeholders 49 Project Stakeholders • Definition: “Individuals and organizations that are actively involved in the project, or whose interests may be positively or negatively affected as a result of project execution or project completion.” 50 Identifying Stakeholders 51 •http://www.google.com/images?q=stakeholders+funny+project+management&hl=en&gbv=2&tbs=isch:1&sa=N&start=84&ndsp=21 Dealing with Stakeholders 52 Who Are They? Examples: Customers Project sponsor Project Manager Project Management team Participating organization End Users Founders and owners Suppliers and contractors Government agencies Interest groups Private citizens Internal and external Team members and their families Media outlets Individual citizens Temporary or permanent lobbying organizations Society at large 53 Project Stakeholders – Team Responsibilities • Project management team must: – Identify all the stakeholders (often difficult) – Determine their requirements – Manage and influence those requirements to ensure a successful project 54 Managing Their Expectations • Stakeholders often have very different objectives that come into conflict • Generally, differences among stakeholders should be resolved in favor of the customer • Benefits of stakeholder involvement - Improves: – Probability of satisfying customer requirements – Buy-in or shared ownership of project 55 Building A Project Team 56 Team Development - Critical for Project Success • Definition: “Developing individual and group competencies to enhance project performance.” • Includes enhancing the ability of: – Stakeholders to contribute as individuals – Team to function as a team • Challenges – Getting diverse people to work together effectively – Must be a simple, practical method – Must be integrated into every day activities! 57 Team Development Stages Stage Forming Storming Norming Performing Adjourning Activity Members find out: what they will be doing, the styles of acceptable leadership, and possible kinds of interpersonal/task relationships Members begin resisting the group’s influence There is conflict over competing approaches to reaching the group’s goals Resistance is overcome as the group: establishes its rules and standards, develops intragroup cohesiveness, and delineates task standards and expectations The group is ready to focus attention on task accomplishment Issues of interpersonal relations, member status, and division of tasks are settled The group has fulfilled its purpose, or died Characterized by courtesy confusion caution commonality tension criticism confrontation cooperation collaboration cohesion commitment challenge creativity group consciousness consideration of members compromise communication consensus 58 closure Mourning/ Adjourning Performing Forming Storming Norming Productivity + 0 - Forming Storming Norming Performing Adjourning 59 PMBOK’s Team Development Process Inputs • Project staff • Project plan • Staffing management plan • Performance reports • External feedback Tools and Techniques Team-building activities • General management skills • Reward and recognition systems • Collocation • Training Outputs • Performance improvements • Input to performance appraisals 60 Team-Building Activities • Definition: “Include management and individual actions taken specifically and primarily to improve team performance.” • Activities can occur during: – Daily activities (ex: in a status meeting) – Specially designed experiences (ex: off-site) 61 Team-Building Activities (cont’d) • Characteristics of a good team: – Be interdependent – Have a reason to work together – Be committed to working together – Be accountable as a functioning unit – Have a moderate level of competition and conflict – Ensure all going in same direction and recognize same goals and objectives – Obtain consensus on project goals and objectives 62 Team-Building Benefits • • • • • • • People come together to solve mutual problems Team members become motivated Conflicts are resolved Creativity is stimulated Team acquires a collective strength Job satisfaction increases Synergy develops 63 Team-Building - Problem Indicators • • • • • • • • • • Frustration Conflict and unhealthy competition Unproductive meetings Lack of trust or confidence in project manager Excessive "wheel-spinning" Performance degrades with no known cause Decisions are made but not implemented Detrimental surprises Team members are unresponsive or apathetic Team members withdraw into their own areas of responsibility, avoiding cooperation with the team 64 Team-Building Limitations • Cannot fix a project which: – Has a faulty concept – Lacks management support • Cannot rectify inept team members or project manager • Difficult to fix an inherited project that is already in trouble 65 Team-Building Skills, Tools, and Diversity • Skills and tools enable the project manager to handle diversity – “the quality of being different.” – Ethnic beliefs – Religion – Country cultures – Social organization – Political life – Aesthetics – Language – Family background – Corporate cultures – Education – Physical capabilities – Learning styles – Psychological Type – Age – Sex – Race 66 Facilitating Project Team Meetings 67 Exercise • • • • • • • Quiet Member(s) Dominator(s) / Rambler(s) Cynic(s) / Sniper(s) Interrupter(s) / Side Conversationalist(s) Joker(s) Sleeper •Discuss how you would Others? handle each of the disruptive behaviors in a project team meeting with your group •Share with the class 68 Brainstorming Guidelines • Goal: To develop as many options as possible – Be creative (not necessarily realistic!) – Build on the ideas of others – Don’t evaluate options until later – Don’t debate 69 Problem Solving Evaluate Solution 6 Implement Solution 5 Identify & Select Problem 1 Analyze Problem Problem Solving Process Select & Plan Solution 2 Generate Potential Solutions 3 4 70 Problem Solving – As a Team • Why solve problems as a team? – Improves effectiveness of decisions – Taps creativity of employees – Creates greater ownership – Fosters teamwork – Establishes a systematic and standard approach to problem solving 71 Consensus Building (Decision Model) COMMAND I N D I V I D U A L CONSULTATIVE CONSENSUS General Agreement Where Everyone Expresses Their Support For A Decision Time Constraints Better Acceptance Exchange all ideas Use effective listening skills Be open-minded to other people’s ideas/opinions Discuss pro’s & con’s of each idea. Test to see if consensus is achieved 5. Use problem solving techniques if needed G R O U P 1. 2. 3. 4. 72 Facilitation • Definition: “A process in which a person, who is acceptable to all (a third-party neutral) and has no decision-making authority, helps a group improve the way it identifies and solves problems, and makes decisions.” Facilitator focuses on ? 73 Facilitation Benefits • Systematic way of handling group decision-making • More participation and commitment • More comprehensive solutions • Improves attitude and morale 74 Use a Facilitation Process 1. 2. 3. Before the meeting a. Assess the situation and design the agenda b. Get feedback and refine the agenda c. Prepare the room During the meeting a. Conduct the meeting • Use Group Process skills • Use Facilitator role skills b. Get closure After the meeting a. Document the results for the team from the flipcharts (or provide flipcharts to team to document) b. Follow up with team for feedback 75 Facilitation - Group Process Skills Problem solving Communication Decision making Conflict management Note: Top two group facilitation skills are also Key General Management Skills Boundary management 76 Facilitating Project Team Meetings (Roles and Responsibilities) • Leader • Participants • Facilitator • Presenter • Timekeeper • Scribe 77 Facilitator Role Skills • • • • • • • • • • • • • • • • Separate process from content Stay neutral on content Encourage participation Keep group “on topic” Help members adhere to their ground rules Ask open-ended questions “Active” listen Paraphrase to clarify Capture ideas succinctly on flip charts Intervene if there are problems Maintain high energy level Set a positive tone Summarize status and concepts Be flexible Be firm Be unobtrusive 78 Exercise: Develop Team Operating Guidelines • • • Goal: To develop Team Operating Guidelines that reflect behaviors important to your team. Benefits: – Establishes team expectations – Creates process before unwanted behavior occurs – Expedites Forming-Storming-Norming stages Use Exercise handout 79 A Useful Tool: Team Responsibility Matrix • When roles/responsibilities for work products are unclear or a source of conflict • Typical Roles: A Responsibility Assignment Matrix Who L S C R What Role Approval Approves the item as complete ( L approves if not indicated) Lead Has final responsibility for producing the item Secondary Is the lead person's backup for the item, else is a C and R Contributor Materially contributes to the item (includes R) Reviewer Has reviewer duties only for the item None Is not expected to participate in producing or approving the item 80 Summary What makes projects fail/succeed? Organizational structure considerations Leadership Skills Conflict management General Management Skills Dealing Effectively with Project Stakeholders Building a Project Team Facilitating Project Team Meetings 81