Project Management is Not Leadership

Bad news.  You have spent years getting good at project management.  You thought that project management skills would prepare you to lead. I am about to tell you that project management is not the same as leadership.  And perhaps more disheartening, that project management without leadership is like engineering without good taste – you get something, but it usually isn’t good.

Good news.  There are things we can do to make leadership and project management a powerful combination capable of delivering fantastic results.

Let me offer a concrete example.  A project manager we know had been given the responsibility of training personnel worldwide in new sales methods and tools.  She created the training.  She made sure attendance was compulsory.  And at the end of the effort – field personnel were resistant and frustrated.  There was very low adoption and little discernible business impact.

The training was well-conceived, designed and delivered.  The processes were clearly presented.  The tools were powerful and useful.  So, what went wrong?

Some might argue that the failure in this situation was a change management failure.  It was.  But I think the real failure happened much earlier.  The project manager thought her responsibility was to develop and deliver training. She tracked deliverables. Managed to budget. Stayed on time. She checked every box – and was done.

Her real job was to drive adoption that could lead to measurable improvements in sales force effectiveness and productivity.

But she assumed her job was to inform, so she created materials that were informative.  If she had understood her job was to change behavior, she might have produced a broader set of activities and changed the tone of her communications to drive interest, understanding and enthusiasm.  Because it is those three things that lead to adoption and improved business performance.

That is the difference between project management and leadership.  Business leaders focus on business outcomes. Project management, in its worst form, checks boxes.

Here is a single technique that can really help:  Set business outcomes for each of the workstreams you are driving.

 

 

 

 

 

 

 

 

 

For example:

Business Outcome:  Increase field operations capability.

          Related Deliverables

New Operations:  Process Definition

New Operations:  Training Materials

New Operations:  Communication Plan

New Operations:  Communications

We have used this planning technique to great effect with projects that vary from small teams to projects involving hundreds of people.

When you are clear about the business outcomes each deliverable drives, you clarify the purpose of each deliverable, increase executive alignment and provide a way for measuring whether or not you managed the project – or helped lead change in the overall business.

Growth Rates Never Double Through Evolution

The promise of reengineering may have had its beginning in a Harvard Business review article published by Michael Hammer, “Reengineering Work:  Don’t Automate, Obliterate.”  In that article, Michael argues persuasively,

“Reengineering cannot be planned meticulously and accomplished in small and cautious steps. It’s an all-or-nothing proposition with an uncertain result. Still, most companies have no choice but to muster the courage to do it.”

In the years that followed, it was not unusual to find a consulting company with 100 consultants changing processes at a major corporation.  The criticism of these large reengineering efforts is that they did not always produce significant results beyond enriching consultants; that they were often long and protracted; and they frequently created more turmoil than answers.

Don’t you find it easy to agree with Hammer and the criticisms leveled at reengineering?

So then, what is missing?

Leadership.  Literature sometimes talks about a change agent.  Sheesh.  I want to talk about leadership that recognizes the need to make dramatic change and demonstrates the hard work, courage and conviction needed to invest treasure and personal time in making change happen.

I saw this demonstrated well.  A senior executive was looking at problems with one of the world’s largest technology channel programs.  The channel program partners literally delivered billions in sales.  And the systems that maintained membership information were broken.  Really broken.  In a meeting of senior executives, I saw two executives that should have been arguing agreeing with one another.  The first executive received services from the system.  She was mad.  The second executive was the business leader responsible for providing the system.  She agreed with every criticism made by the other executive – and added her own.  This exchange is from memory (and therefore not accurate), but it is close to some of the things they said.

Executive receiving services:  “Here is an email from one of our partners saying they wasted over 100 hours last month correcting errors in this system.”

Executive delivering services:  “That is intolerable.  I can’t believe we have not taken corrective action already.  I am getting visibility into other problems as well….”

Now in fairness the executive delivering services was relatively new to the position and could reasonably say these problems did not occur on her watch.  But what happened next was extraordinary.

This senior executive, who had massive responsibilities, took weeks of her personal time and examined the problems.  She forced her team and others to build a complete diagram of all processes and how they worked.  She examined them in detail and flagged areas that needed correction immediately.  She secured funding for an end-to-end redesign of processes and systems.

And she worked on it personally for 18 months.  18 months of really hard work.

The result?  A 75% reduction in work effort.  And a very pleased set of partners.  People on the receiving end of the work made a “thank you” video.

An ingrained intolerance for the dumb.  If leadership needs to be embodied at the top of a transformation effort, leadership needs to imbue the organization with an allergy to stupid processes.  This is actually good regardless of whether or not transformative change is underway – and perhaps transformative change is needed less often if people resist poor ideas.

My friend Ted worked on navigation software that was considered secret.  Although he worked at a private company, he and his team had to follow government dictated security protocol that went something like this:  Ted wrote complicated navigation software and then turned it in.  Once it was turned in, Ted could not look at it again.  Inevitably errors would be found in testing, but Ted was not allowed to see or correct the code.  Others were instructed to correct errors, but they could not talk to Ted about the code or the problems they had encountered.  Testing and correction took a long time.

Maybe there are good security reasons for such a process.  But it feels inefficient.

We run some very large projects.  We have a mantra for people working on these projects.  “Follow the process, or fix the process”.  I am sure we stole that idea from someone.  But we tell people to be unaccepting of poor process and not to let poor processes continue without attention and correction.  By making it the responsibility of everyone on the team to notice problems and make suggestions, a much larger set of problems are addressed early and well.

A time-bound focus on results.  Here is where I think a lot of transformation efforts go sideways.  The goals set for the team are amorphous and conceptual.  For example, “delight our customers”.  Delighting customers is an easy thing on which to agree, but it lacks the level of specificity required to really drive results.

Let me offer an alternative.  Imagine a retailer that has a growing e-commerce site.   The executive leading the transformation reports, “Our research shows customers hate waiting for packages to arrive.  We are going to work on two things:  Getting the right package to our customer, much faster – and doing it in a way that substantially reduces our expenses.”

Now that is something a team can work on.

To make the team really effective, set objectives.  “We are going to reduce the modality for time to deliver to 2 days.  And no delivery will take more than 5 days.  Concurrently, we will work to reduce overall procure, pick and ship costs by 50%.  And we will do this in less than 6 months.”

When you take on a transformation project, learn from Hammer, but also learn from the practical experience of those who achieved large, significant results by leading, being practical and setting specific goals.

Five Project Management Guerilla Techniques

If you have just finished project management training and you are expecting to implement these magic disciplines in a new group, don’t. This article tells you how to lose hope and how to find it again by implementing key guerilla techniques that can lead to good long-term project management discipline.

Why Losing Hope Is (Sometimes) Necessary

Swiss psychiatrist Elizabeth Kübler-Ross argued that people go through 5 stages of grief.

  • Denial
  • Anger
  • Bargaining
  • Depression
  • Acceptance

Often, that seems to be what some people go through with the introduction of project management techniques.  There are those that hold everything in their heads.  Then there are those that prefer to get started and see how it goes, assuming people will gravitate towards what must be done.  There are those who see planning and management as impossible – as if they have a fear of being organized.  Some, like me, are just lazy.  These techniques work sometimes – although often not as well and most often not on complicated things.

We can watch resistant people go through all 5 stages.  They will begin by denying the need for project management.  Then they will be angry for having to devote time and energy to the process.  They will bargain with you in an attempt to lower their work loads.  They will soon become depressed, just wishing the project was over.  Over time, they move to acceptance.

Reduce the Pain with 5 Guerilla Techniques

Here are five guerilla techniques for gradually introducing project management discipline when you have determined doing it all at once is simply impossible.

  1. Set a regular meeting cadence.  Consider a daily cadence with whatever leadership team you have.  Use 15 minutes every day to figure out what really matters on that one day.  People are generally willing to have a short meeting and, in the process, the leaders will discover what the top priorities need to be.
  2. Establish the leadership structure.  You might be thinking “after setting up a daily meeting?”  Yes.  The process of discussing the direction of a project often identifies dependencies and the need to change or broaden the leadership team.  It is also the forum where one can ensure the correct executives have been identified for oversight and guidance.
  3. Track decisions.  This one thing can make a tremendous difference.  Each time a decision is made, document that decision.  Who made it.  When.  The rationale.  Keep this list visible through an accessible medium that, ideally, everyone can see all the time.  When a topic resurfaces, use the decision log to move beyond the topic – or in rare instances – assign someone to reopen the decision for further review.
  4. Focus only on deliverables.  We say this all the time.  Forget activities.  Drive deliverables to finished.  A deliverable is something you can point at, refer to, build on – electronic or tangible. A completed deliverable is like a base station that allows the project to move forward.
  5. Introduce a simple, one-page timeline.  Many timelines are so complicated that only someone who loves timelines can get anything out of them.  Consider a simple, one-page timeline organized by responsible leader with 5 to 10 key dates.  Once a simple timeline is in place, allow detail to be added for those that benefit from more information.

Steps 4 and 5 are really hard.  Some people will not know the meaning of “deliverable.”  Some people will actively resist creating products that are approved and final.

And timelines depend on deliverables and understanding their relationship to one another.  This is not for the faint of heart, but is essential if you want to keep a project moving in the right direction.

Even if all you are able to accomplish is steps 1 – 3, know that you have moved the team forward in important ways.  And steps  4 and 5?  They will come in time if you continue to ease your way toward them.

It’s time for you to join the guerilla movement.  And gradually convert your project and team into the high performing powerhouse you know is possible.

Ideas Are Not Powerful

Ideas are not powerful.  Comprehension is.  Comprehension is where an idea takes root, spreads, flourishes and has real impact.

Mary Kay Ash is quoted as saying, “A mediocre idea that guarantees enthusiasm will go further than a great idea that inspires no one.”  I would like to suggest a corollary:  A mediocre idea that is understood is more powerful than a great idea that no one understands.

You may have seen people ignore this simple truth.

Paula Simmons cited a course description from the University of Alberta as an example of writing that is hard to understand.

“We will interrogate the production of ‘society’ out of a non-totalized set of archival fragments or ‘ruins,’ and we will ask how the writing of history sets hegemonic discourses into opposition with counter-discourses.”

I think this means “we will look at how culture influences the way history is written”.  But really, I have no idea.  Perhaps the person who wrote it felt obligated to use intellectual jargon.

Your dilemma may actually be worse. What if you have an important idea that is really complex and really hard to understand? This is very possible.  Many of the clients we serve have very complex, technical concepts that they need to convey to broad business audiences. Under these conditions, what is one to do?  Here is a 3-step process that can offer your audience an on-ramp to comprehending your important, hard-to-understand idea.

  1. Start with the problem you are solving.  Suggest for example, that the world needs an abundant source of renewable energy that has little or no environmental impact.
  2. Connect your idea to something people already understand.  For example, fusion is how the sun creates energy.  Our new process takes advantage of this same concept…
  3. Offer more resources.  For more information on our new fusion generator, see our web site here.  And for more general information, consider buying Principles of Fusion Energy: An Introduction to Fusion Energy for Students of Science and Engineering.

In the extra-credit zone:  Don’t make up new words unless you must.  It is tempting to lead an industry by coining a word or phrase.  But most of the time, a new term either confuses or leaves the audience feeling you might have aggrandized a bit.

When you bring clarity to a tough topic, you are viewed as an expert and a person that customers, executives and others can turn to when they need to understand. It is an enviable and powerful position.

Want Executives To Love You? 4 Answers For Any Situation

A lot of people think that executives want good news.  That is not true.  Good executives want the truth.  And they want ideas on how to solve problems.

Let’s start with what executives hate.  Ever listen to an exchange that goes something like this?

Executive:  Where are we on the launch plan?

Bad Answer Person:  Well, we met with the team last week.  And we have had other meetings as well. We have generated some ideas that we continue to refine and we have started engaging with people cross organization.

Executive:  So is there a plan?

Bad Answer Person:  Next week we are getting back together with the extended v-team.  We are taking a very inclusive approach that we think is going to build awareness and consensus.

So far, nothing like an answer anywhere in sight.  Expect the executive to be frustrated.

Let’s try this again.

Executive:  Where are we on the launch plan?

Good Answer Person:  We only have an outline.  We have identified the teams to involve and named people to lead work streams, but it will be next week before we have a detailed plan on paper worthy of review.

Same set of facts, but feel the difference?  Forthright answers build trust and understanding.  And from your perspective, more executive confidence in you.

Answer, then explain.  Don’t make the executive wait to know.  “Are the parts all here?”  “Yes, except for one that is scheduled to be here Wednesday.”   – or – “No.  We are still expecting one more part to arrive on Wednesday.”  Same set of facts.  Two answers.  Either answer is OK because it answers the question, then explains.

Always give one of four true, respectful answers.

  1. I don’t know.  If you don’t know, say that.  Don’t ramble.  Best case, tell them when you will know.  “Are the parts all here?”  “We won’t know until later this morning.  We complete the inventory then.  I’ll pass along status to you as soon as that completes”.
  2. I won’t tell you.  Sometimes the respectful answer is a polite refusal to answer.  “What is the unit margin on your company’s new product?”  “We’re not able to share that but we’re pleased with the initial market reaction.”
  3. The truth.  If you know the truth, most often you want to provide it.  “Are we going to hit the original go-live schedule?”  “No.  We are moving the go-live date to Friday because although testing is complete, the final regression test will not finish until Thursday.”
  4. Speculation.  Almost never use this.  Use only when you absolutely must.  “When do the parts arrive?”  “They might be here Tuesday.”  People only hear Tuesday in that answer.  They do not hear the word, might.  Use speculation very sparingly.

Armed with this fantastic guidance you are now able to talk to executives at their level.  And perhaps, create the impression that you should be on the executive team yourself.

Change Is Bad

Robert Kennedy was quoted as saying “Change has its enemies”.  I am one of them.

At least some of the time.

Some change is good.  Famously, Thomas Watson Jr. decided to abandon the creation of specialty computers in favor of an all-purpose computer, the System 360.  It made all other computers obsolete and ushered in a new era of scalable computing.  Good change.

Some change is really bad.  New Coke?  Coke was reformulated in 1985 altering the hugely successful recipe that Coke had used since at least 1929.  For those too young to remember, Dave Barry in his 1985 year-end summary article published in the Miami Herald theorized that all the brains of the Coca Cola executives had been destroyed by a Reagan administration space laser experiment.  (This speculation was later found to be entirely accurate.)

So if we agree on something as simple as we want good change and want to avoid bad change, how do we know which is which.  Here is a simple model we use that can help.

Here are the two things on which this all hangs.

Clarity and agreement regarding what matters.  Here is the best case I ever saw.  One of our clients established design tenets to be used on a Web redesign used by 500,000+ members.  Here it is:

“User experience trumps everything else.”

Given the many functions the site had to satisfy, that simple 5 word sentence made design decisions faster, clearer and more likely to stick.

Discipline to make decisions and move on.  We have a specific view of how to track decisions and at what level they should be made.  But regardless of the method applied, good decisions need to be made and the team needs to move on.

You’ve confronted mountains of change.  Tell us about how you sorted through the choice.  And what really worked.

Keep Calm and Carry On

I’m a big Churchill fan.  He drank heavily. Took naps.  Defeated the Nazis.  Famously traded jabs with Lady Nancy Astor and others.  There is a Winston Churchill exhibit currently at the Morgan Library in New York City.  I am making a trip this summer to NYC to have a look.

And he wrote his own speeches.  A bunch of them.

Most are classics.  For example, before he was prime minister, Churchill offered a speech to the House of Commons at the outbreak of the second World War.  He offers the perspective of a man that can see history and give voice to our place within it.

“…there is a generation of Britons here now ready to prove itself not unworthy of the days of yore and not unworthy of those great men, the fathers of our land, who laid the foundations of our laws and shaped the greatness of our country.’

Many of us (me for sure) are not capable of writing with such passion and insight.

But there are a couple of techniques that he used that we can imitate.

Write drafts.  Churchill took his speeches seriously.  He worked hard on them.  Perhaps one reason he found just the right words is he experimented with words until he was satisfied.  He is quoted as saying he spent an hour on every minute of speech.

Plan and rehearse.  We have evidence that his final draft was structured in a way to suggest pauses and when to emphasize ideas.  It is believed he spent a great deal of time thinking about how his words should be delivered.  Below is an example.

Stop changing:  Once a speech was complete, it was complete.  Churchill read his speeches word-for-word.  This level of completeness and preparedness contrasts with many of the speeches we see that continue to change until the very last moment.  (no exaggeration:  we watched a speech writer changing slides as a technology CEO walked on-stage with many thousands in attendance).

With luck, you will not be asked to comment on or lead the defense of the entire free world.  But your talks matter.  And you can leverage some of the genius of Winston Churchill to make your speeches more powerful.

The Expert Versus the Method

There is more than one way to skin a cat. Although personally, I can’t think of one reason to skin a cat. It gives me the heebee jeebies just thinking about it. Just a minute, I need a drink of water.

I’m back.

My real point is there are at least two ways to take on large difficult projects. Using an expert that is the hub for all communications, decisions and ideas; or using a method that provides a roadmap that many people can follow with far less guidance.

We have some experience with both. The most interesting of which allowed us a side-by-side comparison.

We managed a large conversion effort for one of the country’s largest healthcare providers. The data was massive and there were two teams assigned to the effort. The target data repository was the same, but the source data was very different.

I managed both teams separated by a thousand miles and completely different approaches.

Team number 1 used a very methodical approach, creating a centralized map of all data, the rules of conversion, precedence of execution. They had documented the approach and created standard deliverables that allowed them to divide the work into many pieces and apply many people to completing the work.

Team number 2 had one person that was very familiar with the data, understood its nuances and had a talent for creating even complex solutions well. He had a team working for him, but there were no formal deliverables and only a high level plan. That forced all decisions and ideas through a single person.

The project was massive and took months.

Which team performed better?

Team 1. But only by a little bit. With small, separate deliverables, change could be isolated and more people could be applied to problems. Testing could be done in small independent increments that could run concurrently. Errors could be corrected by many. Ultimately the final load had fewer problems and ran better. It was a good approach.

And yet… Team 2 was close. With one guy essentially making all the decisions, the team did pretty well. They had more difficulty adjusting to change and testing was slower. There were more problems with the data load and it took longer to execute. But they finished. And it worked.

So what is the lesson? Should you always use the methodical approach on large efforts?

Mostly. But the methodical approach only works if you have a great method, people that understand it and the management discipline to execute. Essentially method requires that you dump your brain onto paper (or some other medium) so people can follow, work together and build with limited guidance. Getting to that level of process design is really hard.

But sometimes, method is not possible and you need an expert. There are some potential issues. The expert method only works if you have a hero that knows what they are doing – and is willing. Because the expert/hero job is also hard. Really hard. And it can last for months. For the team, working for that person requires the ability to follow the (often oral) direction of the expert. So the expert has to be there. Available. Communicative. And right.

Bottom line: Choose method when you can. Choose expert/hero when you must. And for big risky projects, hold your breath. All known approaches are hard.

Got Approach?

An approach is not the same as a plan.  A plan is a set of actions one takes to implement an approach.  An approach is the strategy, methods and tools being applied.

Let me give you a concrete example.  Our team took over a requirements gathering effort.  The effort was viewed as in-trouble largely because they had not finished – and the work products created to-date were not deemed to be of adequate quality.

So, what happened?

A talented team had worked hard.  They had talked to people.  Created notes.  Put some things in spreadsheets.  Started a Word document with a long introduction.  Held some meetings.  Created a set of folders into which they could put work products.

And, they had a plan with due dates and milestones.

Do you see the problem?

The approach was lacking.  And to the extent they had an approach, the leadership failed to communicate that approach so team members did the best they could against a plan for which the underlying thinking was mostly missing.

Here are the three things you need to do to avoid such a problem.

Get an approach.  This is really hard.  It requires that you think about the problem you are solving in an end-to-end way.  A good approach requires coming up with multiple ideas, rejecting some and honing in others until you have an approach that is really workable.  In his recent book on creative ideas “Imagine”, Jonah Lehrer argues that great creativity often means taking a pretty good idea and working on it until is great.  Which (and this is obviously me summarizing) is hard, hard work.  The temptation is to avoid the effort.  Don’t.  The battle can be won or lost, right here.

Land the approach.  We found in the project that we were taking over that some elements of the approach were in place.  But they might as well have been a secret.  The team did not understand the approach and did their best in the absence of specific guidance.  Make the idea, the intent and the mechanics clear to the team that needs to execute.

Manage to the approach.  Finally we get to the plan.  You may have heard us say that we think the only things that matter are deliverables and meetings.  Build deliverables that reflect your approach.  For example, the first thing we did was establish a SQL/Server database with requirements that could be viewed, modified and correlated by many people at the same time.  Our plan had deliverables for the database, the supporting Web pages and the extracts that drove the final Word document.  By establishing a transparent repository that allowed concurrent updates, we sped collection, refinement and approval of the requirements.

All well and good, you say.  But how do we handle the unexpected?  For example, what if we are using tools with which we are unfamiliar or the executives to whom we report changes their mind and sets us off in a different direction?

When you have an approach that is well understood you are in a better position to cope with change.  In our requirements gathering example, priorities shifted.  Changes in the priority scoring allowed us to see the impact nearly immediately and the work-flows that created a Word document were able to very quickly deal with the change.

Tell us about your clever approach to getting a project completed.  Your success should be imitated.

Modest Suggestions for Short, High-Burn Projects

A manager once told me his best day was when his phone didn’t ring.  His team managed the technical infrastructure at one of the country’s largest healthcare systems.  When the phone rang, it was trouble.  Today we might extend that hope to no email and no texts – at least of the business sort.

Your phone rings.  Or your boss drops by.  Or you get the text asking you to contact a senior executive right away.  You know this means trouble.  It most likely means a fire-drill.  You and your team will need to drop other priorities and concentrate on a difficult high-burn project right away.

We see this a lot.  Many of our clients see us as a trusted release-valve in tough, fast, high-stakes projects.

Under these conditions the most typical approach is to jump right in and start doing something.  We recommend taking a breath and doing a couple of things first.

Get clear.  We need a PowerPoint deck that does what?  Who is presenting to whom?  And what do we want to convey?

Get a team.  Some overachievers just take on too much.  I have heard them say something like, “this is just better if I do it myself”.  Possibly.  But you want to build muscle on your team and you want to avoid overwork that diminishes work quality.

Get a plan.  Really.  Don’t start until you can see a path to done.  Think about the steps and how to involve others to do the heavy lifting.  Put it in a simple email, or PowerPoint or piece of paper.  Don’t over engineer, but there is no substitute for getting organized.

Get meetings on the calendar.  Now.  Each meeting will serve as a forcing function and avoid the error-prone process of sending information via email that can be missed or ignored.  Use the plan to set a mini-agenda for each meeting.

Get a comms and sync rhythm.  Figure out how you are going to stay in regular contact with the team.  We recommend very short, scheduled meetings to enable transparency, reprioritizing efforts, adjusting course, making decisions.

These modest suggestions can change a fire-drill into a manageable event, improve the quality of the result and make your whole team relieved that someone had a plan to get the work done in the most reasonable fashion possible.

You’ve given up a bunch of weekends to the fire-drill.  Give us your best advice on how to survive.