Archive for Articles

August 2016

Six Ways to Improve your Problem Solving 

Every day we are faced with making decisions; some are easy and quick and others are difficult and time-consuming.  For those decisions that require deep thinking, it’s helpful to use a simple systematic methodology that not only saves time, but also ensures you have thoroughly examined the situation.  I first learned Edward DeBono’s powerfully simple tool the “Six Thinking Hats” in 2000 and share it with others as a critical thinking method.

The idea is that thinking can be conducted in a way that more fully explores topics employing formal techniques based on the brain’s behavior.  What makes thinking difficult is the conflicting thoughts of our heart (emotions), our head (logic and information), and our soul (hope and creativity).  “Six Thinking Hats” provides a way for us to separate these thoughts and then focus on one thinking mode at a time.  These modes are represented by six different hats.

 

Six Thinking Hats:
  1. Yellow Hat:  Listing the benefits, pros, and good reasons to support ideas and actions
  2. Green Hat:  Brainstorming ideas, creating alternatives, and thinking “outside the box”
  3. Red Hat:  Listening to and expressing your intuition, feelings, and what your gut says
  4. Blue Hat:  Summarizing, organizing, and facilitating the thinking styles and outcome
  5. Black Hat:  Pointing out risks, cons, and concerns to apply cautious thinking
  6. White Hat:  Understanding data, facts, and figures in a neutral and objective manner
Many of us have “default” hats that we tend to wear most often; for example, I prefer the yellow, green, and white hats.  Because we may wear only a few hats automatically, this technique encourages us to examine all sides of an issue by trying on all six hats, one at a time.

 

This critical thinking tool is easy to remember and apply to your own thoughts as well with others’ thoughts, especially during problem-solving meetings.
Contact us if you’re interested in helping your team come to decisions more quickly and solve problems thoroughly.  We will come to your company to teach and demonstrate critical thinking and problem-solving techniques.
Image by iStock, at Morguefile

July 2016

As we celebrate Independence Day, I reflect that “independence” means having the freedom to make choices: Choices about the job you work, your relationships, how you carry yourself, your attitude, how you nurture your body, mind, and soul.

 

Think about your past, present, and future choices. Are you choosing servitude or freedom with your decisions? As a teenager, I observed how my mother’s and father’s career choices were limited by their high school education. Determined to have more options, I worked two full-time jobs for the first year after high school graduation to earn enough money to pay for my first semester at a local, traditional college. While attending classes all day, I continued to work full-time to pay for my bachelor’s degree. This choice to get a higher education didn’t guarantee success, but it did teach me critical thinking skills, demonstrated the perseverance and commitment to get a four-year degree, and opened doors that might otherwise be closed.

 

To open doors, open your mind! And you’ll see limitless possibilities, gain freedom of control, and experience ultimate independence. For over 200 years, our nation has done the heavy lifting to maintain its independence, so American citizens have freedom of choice. It’s our responsibility to celebrate our independence every day!
(reprinted from July 4, 2008)

June 2016

When will your project finally end?

Three tips to identify the end, at the beginning

Woo-hoo!  Time for a closing party!  Yes, my project of building my new home is finally, well almost, complete.  We are moved in and have our certificate of completion, yet the builder still has some final touches to finish.  How do you know when your project is finished and you can close it?  Most of my clients struggle with this question – here are three tips to help you:

1. Focus on the ending event not the date

Before you start planning your project, determine what event happens to trigger your project to start incurring time, cost, and resources.  This event could be project approval, permit approval, or a previous project or phase is completed, etc.  Then also determine how you’ll know that your project is complete.  Common events are final payment, final approval, or 30 day post-implementation to work out bugs, etc.  Failure to identify the end contributes to scope creep, being over budget, missing deadlines, and the dreaded never-ending project!

2. Determine success criteria

How will you know that your customers will be satisfied with the end result?  Once you identify your stakeholders and determine what they view as success.  Capture their success criteria as requirements for your project.  Write clear, concise, and complete requirements, so you can verify that you met them.  Then, document those requirements in your final report.

3. Create a final report

Consider including a final report as a required deliverable in your projects.  What is a final report? It is a document that you present to the sponsor and/or customer that proves that you have accomplished your project and to what degree you delivered as promised.  Once you receive approval on your final report then the project is complete.  And then you can close out your project and celebrate!

After working with over 800 companies, I can tell you that most of them are terrible at closing their projects – usually not doing it at all.  Their team members sometimes don’t know what happened, weren’t recognized for their efforts, and feel incomplete.  Worst case scenarios are that the project continues incurring costs, there is no transition to the business process, and the lessons learned from the project are lost forever.

If you want to learn more about closing your projects, identifying stakeholders, and capturing requirements, contact us about our Project Management and Business Analysis workshops.  We specialize in customizing these workshops to fit your specific needs on-site.

We also offer public workshops. Check them out and sign up!

May 2016

What I learned from Siri

“What is the most hated word in your GPS?” she asked.  “RECALCULATE!” we all shouted. And that started our journey that the Australian Siri took us on during the Colorado National Speakers’ Association year end celebration on May 6.  Karen Jacobsen, the voice of Siri on 300 million smartphones and over 100 million GPS devices worldwide, shared five directions to recalculate your life’s inter GPS:

  • Notice that you are “off route”

Why did we all have the same answer to the most hated GPS word – “recalculate”?  Because being told that we are going the wrong way is jarring, especially when we are trying so hard to follow the directions.  It seems that life has these rules to follow – rules set by societies, families, and organizations, and when we are “off course” then people are quick to tell us.  Other times, we may be succeeding at staying in our lane but know that our hearts want a different route.  How do you notice if you are “off route”?

  • Be willing to change direction

Even if we do notice that we are “off route”, I know I’ve been stubborn at times refusing to change direction – confident that I’m going the “right” way.  Sometimes, being persistent in pursuing your goals helps you overcome obstacles and achieve your objectives; and other times, you are simply lost and driving yourself further away from your destination. How willing are you to change direction if needed?

  • Clarify your destination

Is where you wanted to go still relevant to you?  Has anything changed?  We set goals for specific reasons. Sometimes we lose sight of those original intentions.
Examine your reasoning: Is it still true?  What if it wasn’t true?  What would be possible if you were willing to change direction?  Where could you go?  Who could you be?

My Vistage group recommended that I examine my “why” before changing my business model – sound advice before I clarify my destination. How will you clarify your destination?

  • Embrace the steering wheel

Once you have clarified your destination, hold on tight!  Embrace what you need to do to get there, which may mean being uncomfortable.  There will be distractions, detours, and obstacles along the way. Stay focused and steer your course. Don’t let anyone else drive!  You are the driver of your life.

  • Accelerate!

When you know where you are going and why, then put actions in place to get there – think about what you need as an accelerant: training, coaching, resources. Tell people about your destination.  Ask for help.  You’ll be surprised how many people want to go on your road trip and help you get there.  Accelerate and enjoy the ride!

Our GPS can’t tell us where to go without a destination.  Where do you want to go?

I’d love to hear about your destination! Please Contact me and share your journey with me, so I can support you and help you accelerate.

Making Team Decisions Through Consensus – by Penny McDaniel

One of the most important skills for any successful team is making decisions together. Understanding basic decision-making techniques and options is important for all members.

There are four major forms of decision-making:

  • Leader decides
  • Majority rules
  • Minority rules (board, task force, etc.)
  • Consensus

The first three forms are both the norm and self-explanatory, but the fourth–consensus–is more rare. It is a complex process that deserves greater consideration. Consensus is not a process for determining whose ideas are best, but for searching together for the best solution for the group.

Decision making by consensus is a very old process. Primitive tribes and cultures have used it for thousands of years. Early Jesuits in the 17th century called it Communal Discernment. The Society of Friends (Quakers) have used it for over three hundred years, calling it seeking unity or gathering the sense of the meeting. In the past decade or two it has come into use in a variety settings as diverse as businesses, communities, intentional communities, government and public partnerships, and social action groups.

Built into the consensual process is the belief that all persons have some part of the truth, and that we will reach a better decision by putting all of the pieces of the truth together before proceeding. There are times when it appears that two pieces of the truth are in contradiction to each other, but the essence of consensus suggests that with clear thinking and attention to the problem, the whole issue may be grasped, including both or many pieces of the truth.

To be sure, the climate and level of trust among members can influence the process and success of even the smallest decisions. This is why it is important to address the decision openly and earnestly, being clear about your perspective while also being open to the perspectives of others.

Sam Kaner in The Facilitator’s Guide to Participatory Decision Making discusses the importance of the Diverging and Converging process and how important it is for groups to stay in the uncomfortable diverging process for a while in order to think outside the box and come up with the best solutions.

Diverging includes:

  • Generating different ideas
  • Open discussion
  • Collecting different points of view
  • Analyzing the cause of the problem

Converging involves:

  • Evaluating different ideas
  • Summarizing key points
  • Sorting ideas into categories
  • Choosing a solution, coming to a decision

Either/or arguments do not advance this process. Instead the process is a search for the very best solution to whatever the problem is.

Some important values for participatory decision-making include:

Full Participation

All members are encouraged to speak up and say what’s on their minds. Over time, members become more comfortable in raising difficult issues and sharing their ideas. They become more adept at accepting and acknowledging diverse opinions and backgrounds inherent in their group.

Mutual Understanding

To reach sustainable agreement members need to understand and accept the legitimacy of one another’s needs and goals. This fundamental acceptance and understanding is what allows people to develop innovative ideas that incorporate everyone’s point of view.

Inclusive Solutions

The wisdom of the group emerges from the integration of everybody’s perspectives and needs. The solutions are more expansive as the truth is revealed not only by those who are quick to respond, the most articulate or powerful and influential, but also by those who are quieter, slower, less confident or disenfranchised.

Shared Responsibility

Members feel a strong sense of responsibility for creating and developing sustainable agreements. They know they must be willing and able to implement the proposals they endorse, and they make every effort to give and receive input before final decisions are made. This is in contrast to conventional methods where everyone is held accountable for the consequences of decisions made by a few key people.

Consensus Includes:

  • Pooling opinions
  • Effective listening
  • Discussing ideas and differences
  • Not always getting all that you want…but
  • Agreement to the point that everyone “can live with it and support it”

Consensus Does Not Include:

  • Voting
  • Majority rule
  • Minority rule
  • One-person rule
  • Bargaining

Killer Phrases that Stop Effective Decision Making

  • “Yes, but…”
  • “We tried that before.”
  • “That’s irrelevant.”
  • “We haven’t got the manpower.”
  • “Because I said so.”
  • “Don’t rock the boat!”
  • “Great idea, but not for us.”
  • “It’ll never fly.”
  • “It will be more trouble than it’s worth.”
  • “You can’t teach an old dog new tricks.”
  • “If it ain’t broke, don’t fix it.”
  • “We’ve always done it this way.”

Don’t fall prey to these old, familiar phrases!

Consensus is achieved when every member can say…

“I have had the opportunity to express my views fully and they have been thoughtfully considered by the group. Even though this solution may not be the one I believe is optimal, I think it will work and I support it.

Although decision-making by consensus can take a lot of work, the payoff is worth it. Make it your goal to approach your next decision in this way. What can you do to introduce this process to your group?

 

Project Management : The Triple Constraint

Project Management Constraints

There’s a concept that I love because it applies to both professional and personal lives: the “Triple Constraint”.

In Project Management, when we measure project success, most people typically look at Time, Cost, and Scope. The “Triple Constraint” means that when (not if) one of those project constraints changes, it impacts at least one other constraint.

For example, if my client suddenly needs a project done sooner than originally planned, then I may not be able to complete all of my scope and/or it’ll cost more to get it done faster.

If my manager slashes my project budget, then I may need more time to do the project, or I may not be able to meet all of the original requirements. When stakeholders add to my project scope, it usually takes longer to execute and/or costs more money.

Good project managers know how to skillfully balance all three of these project constraints in relation to the stakeholders needs, but it is certainly not easy.

Knowing what is important to the sponsor of the project is the key. Ask at the beginning of the project, “Which element of the Triple Constraint is the most critical to you for the project to be successful? As I manage the project, how I do prioritize Time, Cost, and Scope?” This is an important question to ask yourself as the sponsor of your own projects, especially at home.

For example, when tackling the landscape project, do you want it done faster, cheaper, or better? Of course, we want all three! But people know that there are trade-offs in life and business.

Choose the most important (perhaps cost), then the next (maybe time), and the last (scope), so you know which trade-offs are the most likely to be acceptable to your boss (or spouse). And keep asking the question throughout the project, especially when things change, so that you are both on the same page.

I hope this Tip has been helpful. Refer to the very short Dilbert clip below to illustrate our point.

The Cost of Bad Project Management

We found this article, “The Cost of Bad Project Management” written by Benoit Hardy-Vallee, Ph.D., PMP and thought it was a great read.

http://businessjournal.gallup.com/content/152429/cost-bad-project-management.aspx

Five Tips to Improve Your Project Management Success

Success In Project Management

Previously, I discussed the challenges associated with “Scope Creep” and how to address them. As a review, there are two types of scope: 1) Project Scope and 2) Product Scope. This month, let’s focus on product scope, what it is, and how to control it better.

Product scope as defined by the Project Management Institute as “the functions and features that characterize a product, scope, or result”. Most people don’t know the term “product scope”, so they commonly refer to it as “technical scope” or more broadly as “requirements”.

The biggest reason why projects exceed their original scope is because most project managers have never learned how to elicit, validate, document, and communicate requirements associated with Product Scope. Are you expected to do this yet you haven’t had training on how?

That happened to me as an employee, so I figured it out the hard way; but I still had challenges and didn’t know how to fix them. Then I was exposed to the field of Business
Analysis. This is a Profession and Body of Knowledge issued by the International Institute of Business Analysis (IIBA).

Sometimes, Project Management includes having project managers who also play the role of a business analyst. As a result, the product scope is more clearly defined for their projects. If you don’t, then you need to know how to do it yourself.

Five tips:

  1. Put on your consulting hat. Get curious and ask intentional questions of your stakeholders to discover the problem focusing on the cause.
  2. Once you understand the problem, avoid jumping to the solution. Instead find out what your stakeholders want and need. Translate these desires into requirements.
  3. Validate, document, and communicate the requirements so that they are good, quality requirements that everyone understands them using the 3Cs: clear, concise, and correct.
  4. Let the requirements dictate the solution. Keep an open mind, concentrating on the stakeholder’s needs, not what’s cool, the latest, or most convenient solution.
  5. Make sure the solution truly meets your stakeholder’s requirements and keep refining it.

Having done this myself without training, I know the benefit of having the right tools and techniques and learning skills that make it easier for all stakeholders including
me.

by Tiffany Dahlberg

Project Management : The Triple Constraint

Project Management Constraints

There’s a concept that I love because it applies to both professional and personal lives: the “Triple Constraint”.

In Project Management, when we measure project success, most people typically look at Time, Cost, and Scope. The “Triple Constraint” means that when (not if) one of those project constraints changes, it impacts at least one other constraint.

For example, if my client suddenly needs a project done sooner than originally planned, then I may not be able to complete all of my scope and/or it’ll cost more to get it done faster.

If my manager slashes my project budget, then I may need more time to do the project, or I may not be able to meet all of the original requirements. When stakeholders add to my project scope, it usually takes longer to execute and/or costs more money.

Good project managers know how to skillfully balance all three of these project constraints in relation to the stakeholders needs, but it is certainly not easy.

Knowing what is important to the sponsor of the project is the key. Ask at the beginning of the project, “Which element of the Triple Constraint is the most critical to you for the project to be successful? As I manage the project, how I do prioritize Time, Cost, and Scope?” This is an important question to ask yourself as the sponsor of your own projects, especially at home.

For example, when tackling the landscape project, do you want it done faster, cheaper, or better? Of course, we want all three! But people know that there are trade-offs in life and business.

Choose the most important (perhaps cost), then the next (maybe time), and the last (scope), so you know which trade-offs are the most likely to be acceptable to your boss (or spouse). And keep asking the question throughout the project, especially when things change, so that you are both on the same page.

I hope this Tip has been helpful. Refer to the very short Dilbert clip below to illustrate our point.

How Project Managers Can Avoid Scope Creep

Project Managers – Avoid Scope Creep

What is “Scope Creep”? Simply said, it’s when you plan to do something and suddenly you find yourself with more to do than you originally thought. Controlling your scope is particularly important when you work on personal or professional projects. The inability to properly “scope out” projects can lead to cost overruns, missed deadlines, and unhappy stakeholders. First, let’s define “scope”.

There are two different types of scope: Project Scope and Product Scope. Project Scope refers to the work that must be done to execute the project. For example, if you are doing a bathroom remodel, project scope may include: Vanity, Shower, Tile work, Toilet closet, Fixtures, and Lighting. These are the “deliverables” because they are unique and verifiable products, services, or results.

Once you identify these deliverables, break them down into smaller defined pieces of work. For instance, does the vanity work include plumbing and installation of new sinks? Does tile work involve installation of flooring and shower? Continue breaking the project down into smaller and smaller pieces until each piece of work can be accurately estimated in terms of cost, time, and resources.

My favorite scoping tool is called a Work Breakdown Structure (WBS). I love it because the WBS becomes the foundation of the project allowing me to plan and control scope, time, cost, risk, quality, and resources. The WBS is also an effective communication tool for discussions with stakeholders about scope and how changes impact the project. Some experienced project managers are familiar with the Work Breakdown Structure process (which we teach in all Ready2ACT courses).

Unfortunately, the Work Breakdown Structure alone will not allow you control your project scope because you must also define the Product Scope. Product Scope consists of the features and functions that characterize what you are delivering. For example, for the deliverable Vanity: what are the dimensions, what type of composite or wood, how many sinks are required?

Most project managers have never learned how to elicit, validate, document, and communicate requirements associated with Product Scope. Consequently, scope creep is still one of the Top 5 challenges project managers face because they are only familiar with managing project scope at the expense of leaving product scope ill-defined. This unintentionally allows for changing requirements that negatively impact the schedule, cost, resources, quality, and risk associated with a project.