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Fresh Perspectives and Latest Industry Updates Every Week—Updates for Smart Project Managers

​Project Management Office (PMO) Blog 

PMO:   Setup | Change Management| Case Studies | AI | Leadership
Project Management: Career|Job Searching |  Leadership| Core Values|​Standard|Tools |How To

How to Host a Virtual Meeting

11/14/2021

 
Virtual meetings become prevalent after COVID-19. PMO needs to provide a guideline to project managers on hosting virtual meetings. An example guideline is shared as follows:

Before the Meeting
  • Change background. Many meeting software allows changing the background. You may select different images to give your team some fresh look. 
  • Make sure you have enough agenda items to cover in the meeting. If not, cancel the meetings or make them short. 
  • ​Confirm that every invitee has a reason to be in the meeting to discuss and make decisions. If not, remove them from your invite. You can send meeting minutes to people who simply need to stay informed. ​
During the Meeting
  • Share the agenda slide when waiting for people to dial in. The slide can outline the meeting agenda, tell the team what the meeting is about, and remind people to prepare for their updates. The slide can also remind attendees to test their connections and speakerphone. The slide can also include meeting attendee guidelines like muting while not speaking or asking questions in the chat window during the presentation.
  • Start the meeting on time. You can leave sometime in the end, but discussion on time is essential. 
  • Make introductions of new members and yourself. If there is anyone new or not, all people know each other, a quick introduction helps. An example interaction is like: Good morning. I an <name>. I am the project manager of …. I will host the meeting today. "
  • Request everyone who isn't talking to put themselves on mute.  An example ask is "May I ask everyone to mute your line when you are not talking. Thanks.  You can unmute anytime by press ..."  
  • Ensure everyone's participation. Virtual meetings direct attention to people who speak. It removes the possibility for side talks and communication among the attendees. Therefore, the meeting host needs to call everyone for participation. If anyone speak without announcing themselves, you may ask "who is speaking?"
  • Repeat significant updates and decisions and ask for confirmation by the speaker and the team to ensure consensus. Speak slowly so everyone can follow.
  • Use emotional icons. Emotional supports and feedback to speakers are essential for meeting communications. Since we can't attend in person, using emotion icons helps. As the host, you may teach people to use it by asking, "If you are ready to start, please put a thumb up. "" 
  • Use Chat. The chat window can collect questions while not interrupting the speaker. Inviting people to ask questions is a best practice. If you have to leave early, don't interrupt. Type a notice before leaving.  
  • Limit the Screen Sharing. Please select an application to share instead of sharing the desktop. If you need time, say, "Please give me a moment to share my screen." 
  • Schedule breakout or offline discussions when you find out some deep-dive discussion that is not relevant to all meeting participate or the discussion need extra time. 
  • End meeting typically by saying, "We got a lot done today. Thanks for your participation. Have a great day, everyone. We will talk next week." ​
In summary,  meeting hosts need to stay  professional, positive, and engaging. ​
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Measure project management churns

11/14/2021

 
​(6 Types of Project Churn)
  1. Mis-understanding of requirements and SIA. - Require review & sign off (playback and re-iterations) 
  2. Didn’t meet the milestones. - Planning and work to the plan (status checking)
  3. Didn’t deliver the planned features. - Requirement Tracking, Change Management - feature
  4. Missed the required process - e.g. InfoSec, HW, Security and Compliance - Template & Knowledge Base
  5. Resources waiting due to dependencies (performance, infrastructure, deliverable dependencies) - Resources monitoring
  6. Gap between business communications. (Lack of understanding, didn’t prioritize or planned to engage on-time) - Communication process & effective meetings - right people are communicate at the right time (decision makers)
  7. Mis-handle the risks. - Risk Management Process (identify, follow-up and mitigation strategy )
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What should I do if developers keep asking me to follow-up with their technical requests?

11/9/2021

 
Developers usually think project managers should help them follow up to get the technical approvals, including new system access or security approval. The impression is incorrect because PMO should help the project manager focus on the project execution, not technical details. Therefore, in the PMO playbook, it's a best practice to include the following guideline: 
PMO will manage the project from a scheduling and deliverable perspective but DOES NOT engage in detailed requirement clarification, technical design decisions, solution task planning, testing content and execution discussions, technical risk mitigation, issue resolution, user training, APS transition and technical approvals including information security, network, platform, performance, and CR approvals.
However, PMO can perform escalation as part of it stakeholder management when there is unexpected delay of the request. 
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How do I drive standardization?

11/7/2021

 
Driving standardization is a change managementprocess. In order to make it happen, we first need to get the management Support. The following is an example email to the business unit (BU) manager from PMO to standardization project documentations.

​The following is an example email when team members are not following the standardization recommendation: 
Hi <Name of BU Leader>,

PMO plans to start standardizing the documentation process.

We have created the documentation template and communicated with the team and training to the team. However, we still keep seeing documents not created in the standard format, although we have explained the requirements in the past.

Now, I need your support  to start this standardization process as follows:
(1) When you have a meeting with the team, please emphasize the importance of following the standard or ask PMO for standard recommendations.
(2) Please ask why when the project is not following standards.  If there is no open question,  please request an ETA for the updates. The standardization updates typically take 1-2 days when the team member prioritizes the request because most of those updates are small and only take 5-10min.

​Let me know if this makes sense to you. Appreciate your help or any further assistance from PMO. 

​Best regards,
<Name of the PMO Lead>
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Project Manager's People Skills

11/7/2021

 
“ Empathy meant when we can feel others pain, joy, and sorrow.” - Sukee Parker
When people say, "people's company's most important assets.", they also say, "every problem is a people problem." As project managers, we have to get ready to take care of people in our project and tackle the related challenges with high priority. Remember, a project team is not just a group of people but a team with the right skills, who are motivated, and who can collaborate. 

Motivation is the best catalyst for effectiveness. Project managers need to know the needs of each person involved in the project before satisfying their needs. The typical approach uses Maslow's pyramid theory to give people security, social acceptance, and respect and help them achieve their self-development goals. It is helpful to take the methods like timely positive affirmations and assign tasks based on their long-term plan and interests. Show our empathy for people's needs. 

Lack of Skills and Knowledge - can be disastrous to the project, and we have to ask tough questions challenging the qualification of each project member and keep looking for talented candidates.

Workload Management is to ensure practical assignments and consider people's bandwidth. Put the most important task first and test the project manager's time management and organizing skills. 

The responsibility matrix keeps the responsibility clear to avoid conflict of interest.

Building Relationship i requires a mindset focused on mutual benefit and trust. Listening to others and understanding their perspective is essential for any relationship. Communicate, communicate, and communicate on-demand expectations. The project manager is also responsible for understanding the organization's culture and policy. 

Maintaining Resource Turnover is important for keeping the project team satisfied and preserving important knowledge for a seamless transition.

In summary, ​a project manager need to possess strong interpersonal skills to effectively facilitate and negotiate, influence, and communicate with others.
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RAG Status

11/7/2021

 
​
  • Green = project is on track
  • Amber = some issues, being managed, needs to be closely monitored
  • Red = serious issues, dates being missed, recovery plan required
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Can you provide an example of a  fully executive IT project management  standard?

11/6/2021

 
 In this blog, we will share a  fully executed IT project management case study. When setting up this IT project management standard, we considered the following:
  • Find the coverage
  • Picking the simplicity (reduced steps)
  • Proven past wins.
  • Easy to share 
The details are defined  as follows:
  1. (Project Manger) PMO On-Boarding 
    - Create project summary page 
    - Create PMO on-boarding page
    - Review with PMO leaders on your kick of preparation 
    - Host project kick off meeting 
  2. (Project Manger) Project Planning 
    - Create detailed plan and task breakdowns. 
  3. (Technical Manager) Concept Inception 
    - Perform detailed scope and design investigation with POCs
  4. (Product Manager/BA) Pre Mobilization 
    - Create Business Requirement Document 
    - (Optional) Feature Feasibility Analysis
    - Create Functional Requirement Document 
    - Host Requirement Playback 
    - Requirement Sign off 
  5. (Technical Manager) Mobilization 
    - Create High-Level Design Document (HLD)
    - (Optional) Create System Integration Agreement Document (SIA) 
    - (Optional) Create Details Design Document (DDD) 
    - Host Design Playback 
    - Design Sign Off 
  6. (Technical Manager) Development 
    - Code checking (scrum execution) 
    - Code Review
  7. (Technical Manager) Testing Production Deployment 
    - Unit Testing 
    - Performance Testing 
    - Integration Testing 
    - UAT Testing 
     - Security Testing 
  8. (Technical Manager) Documentation 
    - Create product documentation 
    ​- Create user documentation 
  9. (Technical Manager) Production 
    - Code and Data Migration to Production 
    - Schedule Deployment and Approval with product checklist 
  10. (Technical Manager) Post Production Support 
    - Create release notes 
    - Transition to production support
  11. (Project Manger) Project Closure 
    - Run retrospective meeting 
  12. (Product Manger) User Training
    - Create training materials 
    - Host training sessions
  13. (Project Manger) Business Rollout/User Adoption
    - Create Rollout Plan 
    - Support Business Users
  14. (Technical Manager) Support and Enhancement 
    - Create Dev Plan for Enhancement 
    - Create Support Plan 
    - Tracking User Requests 
    - Host Change Control Review 
    - Review User Requests​
Feel free to comment and ask questions. Notes that there are many standards in this areas. It is suggested for you refer this one and others them and still work on creating your own so you can customized to meeting your specific needs.
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