вторник, 10 марта 2020 г.

10.3 Monitor Communications

Description: it is the process of ensuring timely and appropriate collection, creation, distribution, storage, retrieval, management, monitoring, and the ultimate disposition of project information. It identifies all aspects of effective communications (choice of technology, methods, techniques). Adjustments if methods and techniques to accommodate the changing needs of stakeholders and the project.

Techniques and considerations for effective communications management:

  • Sender-receiver models. Incorporating feedback loops to provide opportunities for interaction/participation and remove barriers to effective communication.
  • Choice of media. Decisions about application of communications artifacts to meet specific project needs, such as when to communicate in writing versus orally, when to prepare an informal memo versus a formal report, and when to use push/pull options and the choice of appropriate technology.
  • Writing style. Appropriate use of active versus passive voice, sentence structure, and word choice.
  • Meeting management. Preparing an agenda, inviting essential participants, and ensuring they attend. Dealing with conflicts within the meeting or resulting from inadequate follow-up of minutes and actions, or attendance of the wrong people.
  • Presentations. Awareness of the impact of body language and design of visual aids.
  • Facilitation. Building consensus and overcoming obstacles such as difficult group dynamics, and maintaining interest and enthusiasm among group members.
  • Active listening. Listening actively involves acknowledging, clarifying and confirming, understanding, and removing barriers that adversely affect comprehension.


Process / Asset GroupInputThe processOutputProcess / Asset Group
Project Management PlanResource Management Plan10.2 Manage CommunicationsProject CommunicationsProject Documents
Communications management planIssue logProject Management Plan
Stakeholder engagement planLesson learned register
Project DocumentsChange logProject schedule
Issue logRisk register
Lesson learned registerStakeholder register
Quality reportCommunications management planProject Management Plan
Risk reportStakeholder engagement planEnterprise / Organization
Stakeholder register
4.5 Monitor and Control Project Work Work performance reports
Enterprise / Organization Enterprise environment factors
Organizational process assets

Key benefit: it enables an efficient and effective information flow between the project team and the stakeholders.

Frequency: throughout the project.

10.2.1 Inputs


10.2.1.1 Project Management Plan


  • Resource management plan. Describes the communications that are needed for management of team or physical resources.
  • Communications management plan. How project communications will be planned, structured, monitored, and controlled.
  • Stakeholder engagement plan. How stakeholders will be engaged through appropriate communication strategies.

10.2.1.2 Project Documents


  • Change log. Used to communicate changes and approved, deferred, and rejected change requests to the impacted stakeholders.
  • Issue log. Issues is communicated to impacted stakeholders.
  • Lessons learned register.
  • Quality report. It is forwarded to those who can take corrective actions in order to achieve the project quality expectations.
    • Quality issues,
    • Project and product improvements, and
    • Process improvements.
  • Risk report. Information on sources of overall project risk, together with summary information on identified individual project risks. This information is communicated to risk owners and other impacted stakeholders.
  • Stakeholder register. Identifies the individuals, groups, or organizations that will need various types of information.

10.2.1.3 Work Performance Reports


Status reports and progress reports.

10.2.1.4 Enterprise Environmental Factors


  • Organizational culture, political climate, and governance framework;
  • Personnel administration policies;
  • Stakeholder risk thresholds;
  • Established communication channels, tools, and systems;
  • Global, regional, or local trends and practices or habits; and
  • Geographic distribution of facilities and resources.

10.2.1.5 Organizational Process Assets


  • Corporate policies and procedures for social media, ethics, and security;
  • Corporate policies and procedures for issue, risk, change, and data management;
  • Organizational communication requirements;
  • Standardized guidelines for development, exchange, storage, and retrieval of information; and
  • Historical information from previous projects, including the lessons learned repository.

10.2.2 Tools and Techniques


10.2.2.1 Communication Technology


Factors that influence the technology include :

  • Whether the team is colocated,
  • The confidentiality of any information that needs to be shared,
  • Resources available to the team members, and
  • how the organization's culture influences the way in which meetings and discussions are normally conducted.

10.2.2.2 Communication Method


10.2.2.3 Communication Skills


  • Communication competence.
  • Feedback. Feedback is information about reactions to communications, a deliverable, or a situation. Feedback supports interactive communication between the project manager, team and all other project stakeholders. Examples include coaching, mentoring, and negotiating.
  • Nonverbal. Examples of nonverbal communication include appropriate body language to transmit meaning through gestures, tone of voice, and facial expressions. Mirroring and eye contact are also important techniques.
  • Presentations. A presentation is the formal delivery of information and/or documentation:
    • Progress reports and information updates to stakeholders;
    • Background information to support decision making;
    • General information about the project and its objectives, for the purposes of raising the profile of the work of the project and the team;
    • Specific information aimed at increasing understanding and support of the work and objectives of the project.

10.2.2.4 Project Management Information System (PMIS)


  • Electronic project management tools.
  • Electronic communications management.
  • Social media management.

10.2.2.5 Project Reporting


The act of collecting and distributing project information.

10.2.2.6 Interpersonal and Team Skills


  • Active listening.
  • Conflict management.
  • Cultural awareness.
  • Meeting management.
  • Networking.
  • Political awareness.

10.2.2.7 Meetings


10.2.3. Outputs


10.2.3.1 Project Communications


  • Performance reports,
  • Deliverable status,
  • Schedule progress,
  • Cost incurred, Presentations, and
  • Other information required by stakeholders.

10.2.3.2 Project Management Plan Updates


  • Communications management plan. Changes are made to the project communications approach.
  • Stakeholder engagement plan. Updated stakeholder communication requirements and agreed-upon communications strategies.

10.2.3.3 Project Documents Updates


  • Issue log.
  • Lessons learned register. Approaches that worked well and what did not work well for managing communications.
  • Project schedule.
  • Risk register.
  • Stakeholder register.

10.2.3.4 Organizational Process Assets Updates


  • Project records such as correspondence, memos, meeting minutes and other documents used on the project; and
  • Planned and ad hoc project reports and presentations.

четверг, 5 марта 2020 г.

10.2 Manage Communications

Description: It is the process of ensuring timely and appropriate collection, creation, distribution, storage, retrieval, management, monitoring, and the ultimate disposition of project information. Ensures that the information being communicated to project stakeholders has been appropriately generated and formatted, and received by the intended audience. It also provides opportunities for stakeholders to make requests for further information, clarification, and discussion. Techniques and considerations:

  • Sender-receiver models.
  • Choice of media.
  • Writing style.
  • Meeting management.
  • Presentations.
  • Facilitation.
  • Active listening.

Key benefit: enables an efficient and effective information flow between the project team and the stakeholders.

Frequency: throughout the project.

Process/ Asset GroupInputThe processOutputProcess / Asset Group
Project Management PlanResource Management Plan10.2 Manage CommunicationsProject CommunicationsProject Documents
Communications Management PlanIssue Log
Stakeholder engagement planLesson learned register
Project DocumentsChange logProject Schedule
Issue logRisk register
Lesson learned registerStakeholder register
Quality reportCommunications management planProject Management Plan
Risk reportStakeholder engagement plan
Stakeholder registerOrganizational processes assets updatesEnterprise / Organization
4.5 Monitor and Control Project WorkWork performance reports
Enterprise / OrganizationEnterprise environment factors
Organizational process assets

10.2.1 Inputs

10.2.1.1 Project Management Plan

  • Resource management plan. Describes the communications that are needed for management of team or physical resources.
  • Communications management plan. Describes how project communications will be planned, structured, monitored, and controlled.
  • Stakeholder engagement plan. Describes how stakeholders will be engaged through appropriate communication strategies.

10.2.1.2 Project Documents

  • Change log. To communicate changes and approved, deferred, and rejected change requests to the impacted stakeholders.
  • Issue log.
  • Lessons learned register.
  • Quality report. Quality issues, project and product improvements, and process improvements.
  • Risk report. Presents information on sources of overall project risk, together with summary information on identified individual project risks.
  • Stakeholder register. Identifies the individuals, groups, or organizations that will need various types of information.

10.2.1.3 Work Performance Reports

Status reports and progress reports.

10.2.1.4 Enterprise Environmental Factors

  • Organizational culture, political climate, and governance framework;
  • Personnel administration policies;
  • Stakeholder risk thresholds;
  • Established communication channels, tools, and systems;
  • Global, regional, or local trends and practices or habits; and
  • Geographic distribution of facilities and resources.

10.2.1.5 Organizational Process Assets

  • Corporate policies and procedures for social media, ethics, and security;
  • Corporate policies and procedures for issue, risk, change, and data management;
  • Organizational communication requirements;
  • Standardized guidelines for development, exchange, storage, and retrieval of information; and
  • Historical information from previous projects, including the lessons learned repository.

10.2.2 Tools and Techniques

10.2.2.1 Communication Technology

  • Whether the team is colocated,
  • The confidentiality of any information that needs to be shared,
  • Resources available to the team members, and
  • How the organization's culture influences the way in which meetings and discussions are normally conducted.

10.2.2.2 Communication Methods

Flexibility in the event that the membership of the stakeholder community changes or their needs and expectations change.

10.2.2.3 Communication Skills

  • Communication competence. A combination of tailored communication skills that considers factors such as clarity of purpose in key messages, effective relationships and information sharing, and leadership behaviors.
  • Feedback. Information about reactions to communications, a deliverable, or a situation.
  • Nonverbal. Appropriate body language to transmit meaning through gestures, tone of voice, and facial expressions.
  • Presentations. The formal delivery of information and/or documentation. Presentations will be successful when the content and delivery take the following into account:
    • The audience, their expectations, and needs; and
    • The needs and objectives of the project and project team.

10.2.2.4 Project Management Information System (PMIS)

Ensures that stakeholders can easily retrieve the information they need in a timely way.

10.2.2.5 Project Reporting

Collecting and distributing project information. Project information is distributed to many groups of stakeholders and should be adapted to provide information at an appropriate level, format, and detail for each type of stakeholder.

10.2.2.6 Interpersonal and Team Skills

  • Active listening. Involve acknowledging, clarifying and confirming, understanding, and removing barriers that adversely affect comprehension.
  • Conflict management.
  • Cultural awareness.
  • Meeting management. Meeting management is taking steps to ensure meetings meet their intended objectives effectively and efficiently. The following steps should be used for meeting planning:
    • Prepare and distribute the agenda stating the objectives of the meeting.
    • Ensure that the meetings start and finish at the published time.
    • Ensure the appropriate participants are invited and attend.
    • Stay on topic.
    • Manage expectations, issues, and conflicts during the meeting.
    • Record all actions and those who have been allocated the responsibility for completing the action.
  • Networking.
  • Political awareness.

10.2.2.7 Meetings

10.2.3 Outputs

10.2.3.1 Project Communications

  • Performance reports,
  • Deliverable status,
  • Schedule progress,
  • Cost incurred,
  • Presentations, and
  • Other information required by stakeholders.

10.2.3.2 Project Management Plan Updates

Changes are going through the organization's change control process via a change request.

Updated components:

  • Communications management plan. Changes to the project communications approach.
  • Stakeholder engagement plan. Updated stakeholder communication requirements and agreed-upon communications strategies.

10.2.3.3 Project Documents Updates

  • Issue log. Any communication issues on the project.
  • Lessons learned register. Information on challenges encountered and how they could have been avoided as well as approaches that worked well and what did not work well.
  • Project schedule.
  • Risk register.
  • Stakeholder register.

10.2.3.4 Organizational Process Assets Updates

  • Project records such as correspondence, memos, meeting minutes and other documents used on the project;
  • Planned and ad-hoc project reports and presentations.

вторник, 3 марта 2020 г.

10.1 Plan Communications Management

Description: the process of developing an appropriate approach and plan for project communications activities based on the information needs of each stakeholder or group, available organizational assets, and the needs of the project. Communication management plan is developed early in the project life cycle during stakeholder identification and project management plan development. Reviewed and modified regularly.

Methods of storage, retrieval, and ultimate disposition of the project information documented.

Key benefit: a documented approach to effectively and efficiently engage stakeholders by presenting relevant information in a timely manner.

Frequency: throughout the project as needed.

Process / Asset GroupInputThe processOutputProcess/ Asset Group
4.1 Develop Project CharterProject Charter10.1 Plan Communication ManagementCommunication Management PlanProject Management Plan
Project Management PlanResource Management PlanProject ScheduleProject Documents
Stakeholder engagement planStakeholder register
Project DocumentsRequirements Documentation
Stakeholder register
Enterprise / OrganizationEnterprise Environmental Factors
Organizational Process Assets

10.1.1 Input

10.1.1.1 Project Charter

Identifies the key stakeholder list, information about the roles and responsibilities of the stakeholders.

10.1.1.2 Project Management Plan

  • Resource management plan. How team resources will be categorized, allocated, managed, and released.
  • Stakeholder engagement plan. Identifies the management strategies required to effectively engage stakeholders.

10.1.1.3 Project Documents

  • Requirements documentation. Requirements for stakeholder communications.
  • Stakeholder register. To plan communications activities with stakeholders.

10.1.1.4 Enterprise Environmental Factors

  • Organizational culture, political climate, and governance framework;
  • Personnel administration policies;
  • Stakeholder risk thresholds;
  • Established communication channels, tools, and systems;
  • Global, regional, or local trends, practices, or habits; and
  • Geographic distribution of facilities and resources.

10.1.1.5 Organizational Process Assets

  • Organizational policies and procedures for social media, ethics, and security;
  • Organizational policies and procedures for issue, risk, change, and data management;
  • Organizational communication requirements;
  • Standardized guidelines for development, exchange, storage, and retrieval of information;
  • Historical information and lessons learned repository; and
  • Stakeholder and communications data and information from previous projects.

10.1.2 Tools and Techniques

10.1.2.1 Expert Judgement

  • Politics and power structures in the organization;
  • Environment and culture of the organization and other customer organizations;
  • Organizational change management approach and practices;
  • Industry or type of project deliverables;
  • Organizational communications technologies;
  • Organizational policies and procedures regarding legal requirements of corporate communications;
  • Organizational policies and procedures regarding security; and
  • Stakeholders, including customers or sponsors.

10.1.2.2 Communication Requirements Analysis

  • Stakeholder information and communication requirements from within the stakeholder register and stakeholder engagement plan;
  • Number of potential communication channels or paths, including one-to-one, one-to-many, and many-to-many communications;
  • Organizational charts;
  • Project organization and stakeholder responsibility, relationships, and interdependencies;
  • Development approach;
  • Disciplines, departments, and specialties involved in the project;
  • Logistics of how many persons will be involved with the project and at which locations;
  • Internal information needs (e.g., when communicating within organizations);
  • External information needs (e.g., when communicating with the media, public, or contractors); and
  • Legal requirements.

10.1.2.3 Communication Technology

  • Conversations,
  • Meetings,
  • Written documents,
  • Databases,
  • Social media, and
  • Websites.

Factors that can affect the choice of communication:

  • Urgency of the need for information. The urgency, frequency, and format of the information.
  • Availability and reliability of technology. Compatible, available, and accessible for all stakeholders.
  • Ease of use.
  • Project environment.
    • Face-to-face basis or in a virtual environment;
    • Located in one or multiple time zones;
    • Multiple languages for communication;
    • Various aspects of culture.
  • Sensitivity and confidentiality of the information.
    • Sensitive or confidential;
    • To ensure appropriate behavior, security, and the protection of proprietary information.

10.1.2.4 Communication Models

  • Sample basic sender/receiver communication model. Two parties: a sender and a receiver. This model is concerned with ensuring that the message is delivered, rather than understood. Steps:
    • Encode.
    • Transmit message.
    • Decode.
  • Sample interactive communication model. A sender and a receiver. The model recognizes the need to ensure the massage is understood. Steps:
    • Encode.
    • Transmit message.
    • Decode.
    • Acknowledge. Signal the message is received.
    • Feedback/response. Return ideas in a new message to the first party.

The sender is responsible for the transmission of the message, ensuring the information being communicated is clear and complete, and confirming the message is correctly interpreted.

The receiver is responsible for ensuring that the information is received in its entirety, interpreted correctly, and acknowledged or responded to appropriately.

10.1.2.5 Communication Methods

  • Interactive communication. Exchange of information in real time. It employs communications artifacts such as meetings, phone calls, instant messaging, some forms of social media, and videoconferencing.
  • Push communication. Sent or distributed directly to specific recipients who need to receive the information. This ensures that the information is distributed but does not ensure that it actually reached or was understood by the intended audience. Push communications artifacts include letters, memos, reports, emails, faxes, voice mails, blogs, and press releases.
  • Pull communication. Web portals, intranet sites, e-learning, lessons learned databases, or knowledge repositories.

Major communication forms:

  • Interpersonal communication.
  • Small group communication. 3~6 persons.
  • Public communication. A single speaker addressing a group of people.
  • Mass communication.
  • Networks and social computing communication.

Communications artifact and methods:

  • Notice boards,
  • Newsletters/in-house magazines/e-magazines,
  • Letters to staff/volunteers,
  • Press releases,
  • Annual reports,
  • Emails and intranets,
  • Web portals and other information repositories (for pull communication)
  • Phone conversations,
  • Presentations,
  • Team briefings/group meetings,
  • Focus groups,
  • Face-to-face formal or informal meetings between various stakeholders,
  • Consultation groups or staff forums, and
  • Social computing technology and media.

10.1.2.6 Interpersonal and Team Skills

  • Communication styles assessment.
  • Political awareness. The recognition of power relationships, both formal and informal, and also the willingness to operate within these structures.
  • Cultural awareness. An understanding of the differences between individuals, groups, and organizations and adapting the project's communication strategy in the context of these differences.

10.1.2.7 Data Representation

A stakeholder engagement assessment matrix.

10.1.2.8 Meetings

Virtual (e-meetings) or face-to-face meetings, and can be supported with document collaboration technologies, including email messages and project websites.

10.1.3 Outputs

10.1.3.1 Communications Management Plan

It is a component of the project management plan that describes how project communications will be planned, structured, implemented, and monitored for effectiveness.

Contains:

  • Stakeholder communication requirements;
  • Information to be communicated, including language, format, content, and level of detail;
  • Escalation processes;
  • Reason for the distribution of that information;
  • Timeframe and frequency for the distribution of required information and receipt of acknowledgment or response, if applicable;
  • Person responsible for communicating the information;
  • Person responsible for authorizing release of confidential information;
  • Person or groups who will receive the information, including information about their needs, requirements, and expectations;
  • Methods or technologies used to convey the information, such as memos, email, press releases, or social media;
  • Resources allocated for communication activities, including time and budget;
  • Method for updating and refining the communications management plan as the project progresses and develops, such as when the stakeholder community changes as the project moves through different phases;
  • Glossary of common terminology;
  • Flow charts of the information flow in the project, workflows with possible sequence of authorization, list of reports, meeting plans, etc.; and
  • Constraints derived from specific legislation or regulation, technology, organizational policies, etc.

Plan can include guidelines and templates for project status meetings, meetings, e-mail messages.

10.1.3.2 Project Management Plan Updates

Change control.

The stakeholder engagement plan.

10.1.3.3 Project Documents Updates

  • Project schedule.
  • Stakeholder register.

четверг, 27 февраля 2020 г.

10 Project Communication Management

The processes necessary to ensure that the information needs of the project and its stakeholders are met through development of artifacts and implementation of activities designed to achieve effective information exchange.

  1. Developing a strategy to ensure communication is effective for stakeholders. A communications management plan is developed: appropriate messages through appropriate formats and means for the stakeholders.
  2. Carrying out the activities necessary to implement the communication strategy. Execute the communication management plan:
    1. Collection;
    2. Creation;
    3. Dissemination;
    4. Storage;
    5. Retrieval;
    6. Management;
    7. Tracking;
    8. Disposition

of the communication artifacts.

Key Concepts for Project Communications Management


The information exchanges:

  1. Written form.
  2. Spoken.
  3. Formal / informal.
  4. Through gestures.
  5. Through media.
  6. Choice of words.

Project managers spend most of their time communicating with team members and other project stakeholders, both internal (at all organizational levels) and external to the organization.

Activities:

  • Internal.
  • External.
  • Formal.
  • Informal.
  • Hierarchical focus.
    • Upward.
    • Downward.
    • Horizontal.
  • Official.
  • Unofficial.
  • Written.
  • Oral.

Misunderstanding can be reduced through 5C:

  1. Correct grammar and spelling.
  2. Concise expression and elimination of excess words.
  3. Clear purpose and expression directed to the needs of the reader.
  4. Coherent logical flow of ideas. Using "markers" (introductions and summaries).
  5. Controlling flow of word and ideas. + graphics and summaries.

Communication skills:

  • Listening actively.
  • Awareness of cultural and personal differences.
  • Identifying, setting, and managing stakeholder expectations.
  • Enhancement of skills:
    • Persuading a person, a team, or an organization to perform an action;
    • Motivating people and providing encouragement or reassurance;
    • Coaching to improve performance and achieve desired results;
    • Negotiating to achieve mutually acceptable agreements between parties and reduce approval or decision delays; and
    • Resolving conflict to prevent disruptive impacts.

he fundamental attributes of effective communication activities and developing effective communication artifacts are:

  • Clarity on the purpose of the communication—defining its purpose;
  • Understanding as much as possible about the receiver of the communications, meeting needs, and preferences; and
  • Monitoring and measuring the effectiveness of the communications.

Trends and Emerging Practices in Project Communications Management


  • Inclusion of stakeholders in project reviews. Regular and timely reviews of the stakeholder community and updates to manage changes in its membership and attitudes.
  • Inclusion of stakeholders in project meetings. Short, daily standup meetings, where the achievements and issues of the previous day, and plans for the current day's work, are discussed with the project team and key stakeholders.
  • Increased use of social computing.
  • Multifaceted approaches to communication.

Tailoring Considerations


  • Stakeholders. Internal/external/both.
  • Physical location.
  • Communications technology.
  • Language.
  • Knowledge management. Is the repository used?

Considerations for Agile/Adaptive Environments


Need to communicate evolving and emerging details more frequently and quickly. This motivates streamlining team member access to information, frequent team checkpoints, and colocating team members as much as possible, posting project artifacts in a transparent fashion, and holding regular stakeholder reviews

9.6 Control Resources

Description: the process of ensuring that the physical resources assigned and allocated to the project are available as planned, as well as monitoring the planned versus actual utilization of resources and taking corrective action as necessary. The process is concerned with physical resources but the Manage Team is concerned with people. The process does:

  • Monitoring resource expenditures,
  • Identifying and dealing with resource shortage/surplus in a timely manner,
  • Ensuring that resources are used and released according to the plan and project needs,
  • Informing appropriate stakeholders if any issues arise with relevant resources,
  • Influencing the factors that can create resources utilization change, and
  • Managing the actual changes as they occur.

Key benefit: ensuring that the assigned resources are available for the project at the right time in the right place and released when no longer needed.

Frequency: throughout the project. Continuously in all phases and throughout the project life cycle.

Process / Asset Group Input The Process Output Process / Asset Group
Project Management Plan Resource management plan 9.6 Control Resources Work performance information 4.5 Monitor and Control Project Work
Project Documents Issue log Change requests 4.6 Perform Integrated Change Control
Lesson learned register Resource Management Plan Project Management Plan
Physical resource assignments Schedule baseline
Project schedule Cost baseline
Resource breakdown structure Assumption log Project Documents
Resource requirements Issue log
Risk register Lesson learned register
4.3 Direct and Manage Project WorkWork performance dataPhysical Resource Assignments
12.2 Conduct ProcurementsAgreementsResource breakdown structure
Enterprise / OrganizationOrganizational process assetsRisk register

9.6.1 Inputs

9.6.1.1 Project Management Plan

Resource management plan - provides guidance on how physical resources should be used, controlled, and eventually released.

9.6.1.2 Project Documents

  • Issue log. Used to identify issues such as lack of resources, delays in raw material supplies, or low grades of raw material.
  • Lessons learned register.
  • Physical resource assignments. Describe the expected resource utilization along with details such as type, amount, location, and whether the resource is internal to the organization or outsourced.
  • Project schedule. The project schedule shows the resources that are needed, when they are needed, and the location where they are needed.
  • Resource breakdown structure. Provides a reference in case any resource needs to be replaced or reacquired during the course of the project.
  • Resource requirements. Identify the needed material, equipment, supplies, and other resources.
  • Risk register. Identifies individual risks that can impact equipment, materials, or supplies.

9.6.1.3 Work Performance Data

Contains data on project status such as the number and type of resources that have been used.

9.6.1.5 Organizational Process Assets

  • Policies regarding resource control and assignment,
  • Escalation procedures for handling issues within the performing organization, and
  • Lessons learned repository from previous similar projects.

9.6.2 Tools and Techniques

9.6.2.1 Data Analysis

  • Alternatives analysis. Alternatives can be analyzed to select the best resolution for correcting variances in resource utilization. Alternatives such as paying additional for overtime or additional team resources can be weighed against a late delivery or phased deliveries. (Team control is in Team management chapter, isn't it?)
  • Cost-benefit analysis. This analysis helps to determine the best corrective action in terms of cost in case of project deviations.
  • Performance reviews. Performance reviews measure, compare, and analyze planned resource utilization to actual resource utilization. Cost and schedule work performance information can also be analyzed to help pinpoint issues that can influence resource utilization.
  • Trend analysis. As the project progresses, the project team may use trend analysis, based on current performance information, to determine the resources needed at upcoming stages of the project. Trend analysis examines project performance over time and can be used to determine whether performance is improving or deteriorating.

9.6.2.2 Problem Solving

  • Identify the problem. Specify the problem.
  • Define the problem. Break it into smaller, manageable problems.
  • Investigate. Collect data.
  • Analyze. Find the root cause of the problem.
  • Solve. Choose the suitable solution from a variety of available ones.
  • Check the solution. Determine if the problem has been fixed.

9.6.2.3 Interpersonal and Team Skills.

"Soft skills".

  • Negotiation. for additional physical resources, changes in physical resources, or costs associated with the resources.
  • Influencing.

9.6.2.4 Project Management Information System (PMIS)

9.6.3 Outputs

9.6.3.1 Work Performance Information

How the project work is progressing by comparing resource requirements and resource allocation to resource utilization across the project activities. This comparison can show gaps in resource availability that need to be addressed.

9.6.3.2 Change Requests

9.6.3.3 Project Management Plan Updates

  • Resource management plan. To reflect actual experience in managing project resources.
  • Schedule baseline. To reflect the way project resources are being managed.
  • Cost baseline. To reflect the way project resources are being managed.

9.6.3.4 Project Documents Updates

  • Assumption log. New assumptions regarding equipment, materials, supplies, and other physical resources.
  • Issue log.
  • Lessons learned register. With techniques that were effective in managing resource logistics, scrap, utilization variances, and corrective actions.
  • Physical resource assignments. Are dynamic.
  • Resource breakdown structure. To reflect the way project resources are being used.
  • Risk register. Any new risks associated with resource availability, utilization, or other physical resource risks.

понедельник, 24 февраля 2020 г.

9.5 Manage Team

Description: it is the process of tracking team member performance, providing feedback, resolving issues, and managing team changes to optimize project performance. It involves a combination of skills with special emphasis on communication, conflict management, negotiation, and leadership. Project managers should provide challenging assignments to team members and provide recognition for high performance. The project manager needs to be sensitive to both the willingness and the ability of team members to perform their work and adjust their management and leadership styles accordingly. Team members with low-skill abilities will require more intensive oversight than those who have demonstrated ability and experience.

Key benefit: it influences team behavior, manages conflict, and resolves issues.

Frequency: throughout the project.

Process / Asset GroupInputThe ProcessOutputProcess / Asset Group
Project Management PlanResource Management Plan9.5 Manage TeamChange Requests4.6 Perform Integrated Change Management
Project DocumentsIssue logResource management planProject Management Plan
Lesson learned registerSchedule baseline
Project team assignmentsCost baseline
Team charterIssue logProject Documents
4.5 Monitor and Control Project Work Work performance reports Lesson learned register
9.4 Develop Team Team performance assessment Project team assignments
Enterprise / Organization Enterprise environmental factors
Organizational process assets

9.5.1 Inputs

9.5.1.1 Project Management Plan

Resource management plan - guidance on how project team resources should be managed and eventually released.

9.5.1.2 Project Documents

  • Issue log. To document and monitor who is responsible for resolving specific issues by a target date.
  • Lessons learned register.
  • Project team assignments. To identify the team member roles and responsibilities.
  • Team charter. It provides guidance for how the team will make decisions, conduct meetings, and resolve conflict.

9.5.1.3 Work Performance Reports

The physical or electronic representation of work performance information intended to generate decisions, actions, or awareness. Results from:

  • Schedule control,
  • Cost control, Quality control, and
  • Scope validation.

It used for:

  • Future team resource requirements,
  • Recognition and rewards, and
  • Updates to the resource management plan.

9.5.1.4 Team Performance Assessments

Used to:

  • Resolve issues,
  • Modify communication,
  • Address conflict, and Improve team interaction.

9.5.1.5 Enterprise Environmental Factors

Human resource management policies.

9.5.1.6 Organizational Process Assets

  • Certificates of appreciation,
  • Corporate apparel, and
  • Other organizational perquisites.

9.5.2 Tools and Techniques

9.5.2.1 Interpersonal and Team Skills

Include:

Conflict management.

Team ground rules, group norms, and solid project management practices, like communication planning and role definition, reduce the amount of conflict. Differences in opinion are generally good -> source of ideas. But when the differences become too big they become a source of conflict and the project manager has to resolve it. For hard cases formal procedures may be used. Sources of conflict:

  • Scarce resources,
  • Scheduling priorities, and
  • Personal work styles.

Factors that influence conflict resolution methods:

  • Importance and intensity of the conflict,
  • Time pressure for resolving the conflict,
  • Relative power of the people involved in the conflict,
  • Importance of maintaining a good relationship, and
  • Motivation to resolve conflict on a long-term or short-term basis.

Five general techniques for resolving conflict:

  1. Withdraw/avoid. Retreating from an actual or potential conflict situation; postponing the issue to be better prepared or to be resolved by others.
  2. Smooth/accommodate. Emphasizing areas of agreement rather than areas of difference; conceding one's position to the needs of others to maintain harmony and relationships.
  3. Compromise/reconcile. Searching for solutions that bring some degree of satisfaction to all parties in order to temporarily or partially resolve the conflict. This approach occasionally results in a lose-lose situation.
  4. Force/direct. Pushing one's viewpoint at the expense of others; offering only win-lose solutions, usually enforced through a power position to resolve an emergency.
  5. Collaborate/problem solve. Incorporating multiple viewpoints and insights from differing perspectives; requires a cooperative attitude and open dialogue that typically leads to consensus and commitment. This approach can result in a win-win situation.

Decision Making

It involves the ability to negotiate and influence the organization and the project management team, rather than the set of tools described in the decision making tool set.

  • Focus on goals to be served,
  • Follow a decision-making process,
  • Study the environmental factors,
  • Analyze available information,
  • Stimulate team creativity, and
  • Account for risk.

Emotional Intelligence

The ability to identify, assess, and manage the personal emotions of oneself and other people, as well as the collective emotions of groups of people.

To use emotional intelligence to reduce tension and increase cooperation by identifying, assessing, and controlling the sentiments of project team members, anticipating their actions, acknowledging their concerns, and following up on their issues.

Influencing

  • Ability to be persuasive;
  • Clearly articulating points and positions;
  • High levels of active and effective listening skills;
  • Awareness of, and consideration for, the various perspectives in any situation; and
  • Gathering relevant information to address issues and reach agreements while maintaining mutual trust.

Leadership

The ability to lead a team and inspire them to do their jobs well.

9.5.2.2 Project Management Information System (PMIS)

9.5.3 Outputs

9.5.3.1 Change Requests

Change requests are processed for review and disposition through the Perform Integrated Change Control process.

9.5.3.2 Project Management Plan Updates

  • Resource management plan.
  • Schedule baseline.
  • Cost baseline.

9.5.3.3 Project Documents Updates

  • Issue log.
  • Lessons learned register.
  • Project team assignments.

9.5.3.4 Enterprise Environmental Factors Updates

  • Input to organizational performance appraisals, and
  • Personnel skill.

четверг, 20 февраля 2020 г.

9.4 Develop Team

Description: it is the process of improving competencies, team member interaction, and the overall team environment to enhance project performance. Project manager skills:

  • Identify,
  • Build,
  • Maintain,
  • Motivate,
  • Lead,
  • Inspire

Developing effective project teams is one of the primary responsibilities of the project manager. To employ:

  • Using open and effective communication,
  • Creating team-building opportunities,
  • Developing trust among team members,
  • Managing conflicts in a constructive manner,
  • Encouraging collaborative problem solving, and
  • Encouraging collaborative decision making.

Objectives:

  • Improving the knowledge and skills of team members to increase their ability to complete project deliverables, while lowering costs, reducing schedules, and improving quality;
  • Improving feelings of trust and agreement among team members to raise morale, lower conflict, and increase teamwork;
  • Creating a dynamic, cohesive, and collaborative team culture to:
    • Improve individual and team productivity, team spirit, and cooperation; and
    • Allow cross-training and mentoring between team members to share knowledge and expertise; and
  • Empowering the team to participate in decision making and take ownership of the provided solutions to improve team productivity for more effective and efficient results.

Tuckman ladder of team development:

  1. Forming. Team members meet and learn about the project and their formal roles and responsibilities. Team members tend to be independent and not as open in this phase.
  2. Storming. The team begins to address the project work, technical decisions, and the project management approach. If team members are not collaborative or open to differing ideas and perspectives, the environment can become counterproductive.
  3. Norming. The team members begin to work together and adjust their work habits and behaviors to support the team. The team members learn to trust each other.
  4. Performing. Team functions as a well organized unit. They are interdependent and work through issues smoothly and effectively.
  5. Adjourning. In this phase, the team completes the work and moves on from the project.

Key benefit: the process results in improved teamwork, enhanced interpersonal skills and competencies, motivated employees, reduced attrition, improved overall project performance.

Frequency: performed throughout the project.

Process / Asset GroupInputThe processOutputProcess / Asset group
Project Management PlanResource management plan9.4 Develop TeamTeam performance assessments9.5 Manage Team
Project DocumentsLesson learned registerChange requests4.6 Perform Integrated Change Control
Project ScheduleResource management planProject Management Plan
Project team assignmentLesson learned registerProject Documents
Resource calendarsProject schedule
Team charterProject team assignments
Enterprise / OrganizationaEnterprise environmental factorsResource calendars
Organizational process assetsTeam charter
Enterprise environmental factorsEnterprise / Organization
Organizational process assets

9.4.1 Inputs


9.4.1.1 Project Management Plan


Resource management plan: guidance on providing project team member rewards, feedback, additional training, and disciplinary actions. It may include also the team performance assessment criteria.

9.4.1.2 Project Documents


  • Lesson learned register.
  • Project schedule. It defines how and when to provide training to the project team and develop the competencies required at different phases. It identifies the need for team development strategies based on variations, if any, during the project execution.
  • Project team assignments. Roles and responsibilities.
  • Resource calendars. Times when the project team members can participate in team development activities.
  • Team charter. Where the team operating guidelines are documented. The team values and operating guidelines provide the structure that describes how the team will operate together.

9.4.1.3 Enterprise Environmental Factors


  • Human resource management policies regarding hiring and termination, employee performance reviews, employee development and training records, and recognition and rewards;
  • Team member skills, competencies, and specialized knowledge; and
  • Geographic distribution of team members.

9.4.1.4 Organizational Process Assets


  • Historical information and
  • The lessons learned repository.

9.4.2 Tools and Techniques


9.4.2.1 Colocation


Colocation involves placing many or all of the most active project team members in the same physical location to enhance their ability to perform as a team. Colocation can be temporary, such as at strategically important times during the project, or can continue for the entire project. Colocation strategies can include a team meeting room, common places to post schedules, and other conveniences that enhance communication and a sense of community.

9.4.2.2 Virtual Teams


9.4.2.3 Communication Technologies


  • Shared portal. A shared repository for information sharing (e.g., website, collaboration software or intranet) is effective for virtual project teams.
  • Video conferencing. Video conferencing is an important technique for effective communication with virtual teams.
  • Audio conferencing. Communication within a team using audio conferencing is another technique to build rapport and confidence within virtual teams.
  • Email/chat. Regular communications using email and chat is also an effective technique.

9.4.2.4 Interpersonal and Team Skills


  • Conflict management. Timely and constructive.
  • Influencing.
  • Motivation. A reason for someone to act.
  • Negotiation.
  • Team building.

9.4.2.5 Recognition and Rewards


The original plan for rewarding people is developed during the Plan Resource Management process. Rewards will be effective only if they satisfy a need that is valued by that individual. Reward decisions are made, formally or informally, during the process of managing the project team. Cultural differences should be considered when determining recognition and rewards.

People are motivated when they feel they are valued in the organization and this value is demonstrated by the rewards given to them. Generally, money is viewed as a tangible aspect of any reward system, but intangible rewards could be equally or even more effective. Most project team members are motivated by an opportunity to grow, accomplish, be appreciated, and apply their professional skills to meet new challenges. A good strategy for project managers is to give the team recognition throughout the life cycle of the project rather than waiting until the project is completed.

9.4.2.6 Training


Activities designed to enhance the competencies of the project team members. Training can be formal or informal. Examples of training methods include classroom, online, computer-based, on-the-job training from another project team member, mentoring, and coaching. Scheduled training takes place as stated in the resource management plan. Unplanned training takes place as a result of observation, conversation, and project performance appraisals conducted during management of the project team. Training costs could be included in the project budget or supported by the performing organization if the added skills may be useful for future projects.

9.4.2.7 Individual and Team Assessments


Attitudinal surveys, specific assessments, structured interviews, ability tests, and focus groups.

9.4.2.8 Meetings


Used to discuss and address pertinent topics for developing the team.

  • Project orientation meetings,
  • Team-building meetings, and
  • Team development meetings.

9.4.3 Outputs


9.4.3.1 Team Performance Assessments


Indicators:

  • Improvements in skills that allow individuals to perform assignments more effectively,
  • Improvements in competencies that help team members perform better as a team,
  • Reduced staff turnover rate, and
  • Increased team cohesiveness where team members share information and experiences openly and help each other to improve the overall project performance.

Identification of the specific training, coaching, mentoring, assistance, or changes required to improve the team's performance. This should also include identifying the appropriate or required resources necessary to achieve and implement the improvements identified in the assessment.

9.4.3.2 Change Requests


As a result of carrying out the Develop Team process or if recommended corrective or preventive actions.

9.4.3.3 Project Management Plan Updates


Resource management plan.

9.4.3.4 Project Documents Updates


  • Lessons learned register.
  • Project schedule.
  • Project team assignments.
  • Resource calendars.
  • Team charter.

9.4.3.5 Enterprise Environmental Factors Updates


  • Employee development plan records, and
  • Skill assessments.

9.4.3.6 Organizational Process Assets Updates


  • Training requirements, and
  • Personnel assessment.