Tag Archive for PMBOK

Pizza and the PM

Pizza and the PMOne of the implications of the COVID-19 virus has been that most in-person meetings are getting moved online or canceled as we continue to shelter in place and work from home. As a project manager, I schedule my share of the 11 million meetings that take place every day in the U.S. – all of which are now online thanks to COVID-19. One of the factors I consider when setting a Microsoft (MSFT) Teams or Zoom online meeting is pizza. 

Bad meetingThat may sound goofy. Pizza can help the PM decided how to shape a meeting. The PMI PMBOK does not venture any suggestions on how many is too many participants for a meeting. My experience says that too many participants over-complicate a meeting and make a video call unwieldy and not enough of the right people prevents decisions from sticking. PMs are looking for a meeting that is just right.

The Bezos rule

One way to get the right number of project meeting members comes from Jeff Bezos. While not a PM – you really can’t argue with his cred’s – richest man in the worldAmazon (AMZN) – second billionaire in space. TargetTech says that Mr. Bezos uses the 2 pizza rule to decide how many attendees should be invited to a meeting.

2 Detroit pizza ruleWhile, sadly, the 2 pizza rule does not mandate that pizza be present at meetings, it means that every meeting should be small enough that attendees could be fed with two large pizzas. Mr. Bezos is known to have used ‘two pizza’ meetings and small project teams to foster a decentralized, creative working environment when Amazon was a startup.

The article explains that Mr. Bezos’ decision to keep meetings small in order to encourage productivity is backed up by science. The late Harvard researcher J. Richard Hackman devoted nearly 50 years studying team performance and concluded that four to six is the optimal number of members for a project team and no work team should have more than 10 members.

2 pizza rule advantages

Team complexityAccording to Professor Hackman, this is because communication problems increase “exponentially as team size increases.” Ironically, the larger the team, the more time will be spent on communication instead of producing work.

The author points out that the 2 pizza rule has several other advantages.

  • It helps prevent groupthink. Groupthink is a phenomenon that occurs when a large group’s need for consensus overrides the judgment of individual group members.
  • It discourages HiPPO, an acronym that stands for the “highest-paid person’s opinion.” HiPPO describes the tendency for lower-paid employees to defer to higher-paid employees when a decision has to be made.
  • It cuts down on social loafing. Social loafing occurs where more people on a team means less social pressure, which could lead to less engagement.

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The optimal number of team members is 5. You can feed them with 2 large pizzas and if there is a vote, it will not end up in a tie.

Do you think 5 is perfect sized project team?

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Stay safe out there!

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Ralph Bach has been in IT long enough to know better and has blogged from his Bach Seat about IT, careers, and anything else that catches his attention since 2005. You can follow him on LinkedInFacebook, and Twitter. Email the Bach Seat here.

The Lost Art of Effective Flow Charts

The Lost Art of Effective Flow ChartsPracticing project managers know that there are many times when reality clashes with the PMI world. One of the real-world PMI visions of PM life is the “Business Analyst” role. Despite what the Project Management Institute (PMI) thinks, PMs have to do other jobs. One of the “non-PM” jobs I often have to take on is “Business Analyst.” and one of the Business Analyst tools I often use are flow charts.

Flow chartYes, the flow charts that we learned about in high school Basic computer programing class. The flow chart can help you communicate with your business users better. A well-done flow chart can describe and break down a process for easier explanation and help you improve a process. More importantly, creating a flow chart helps you understand the process and look for improvements.  It also helps you focus on each individual step, without feeling overwhelmed by the bigger picture.

Flow charts are one of the 7 basic Tools and Techniques called out in the PMBOK Project Quality Management knowledge area. The other PMBOK Quality Management tools and techniques are histogramPareto chartcheck sheetcontrol chartcause-and-effect diagram, and scatter diagram. (rb- Know this for the PMP exam)  The is an ISO standard for flow charts, ISO 5807:1985 – Information processing — Documentation symbols and conventions for data, program and system flowcharts, program network charts, and system resources charts for $120.00 US.

Flow Chart Basics – To draw a flowchart, develop a list of the tasks and decisions made during a process, and write them down in order. Enter the purpose (start/stop/decision/etc.) of each symbol within the shape and connect them with arrows to show the direction of the flow.

Flow Charts are usually drawn using standard symbols; however, some special symbols can also be used when required. If you use non-standard symbols people may not understand them and you will fail to clearly communicate your message. Below are some commonly used symbols for charting processes…

Start - StopUse this shape to represent an event which occurs automatically. Such an event will trigger a subsequent action, for example 'receive telephone call', start or stop.
ProcessUse a rectangle to represent an event which is controlled within the process. Typically this will be a step or action which is taken. In most flowcharts this will be the most frequently used symbol.
Connector
Use a line with an arrow to indicate the direction of the process flow.
DecisionUse the diamond shape to represent a decision point in the process. Typically, the statement in the symbol will require a 'yes' or 'no' response and branch to different parts of the flowchart accordingly.
SubroutineThis shape is used to represent a pre-defined process. The text in the shape should be a descriptive name of the process it represents. The process that it represents must be defined elsewhere.
DocumentFlowchart Document SymbolUse this shape to for a process step that produces a document.
PauseThis shape is used to indicate a waiting period.
On page linkUse a pair of circles to replace long or confusing lines on a flowchart page.  The name or reference for the other process should appear within the symbol.
Off page linkUse this shape to represent a point at which the flowchart connects with another on another page . The name or reference for the other process should appear within the symbol.

The following are some flowcharting tips:

  1. Keep it simple
  2. Begin by listing each step of the process using the symbols above – just put your ideas on paper (screen?) and correct them from there. It will surprise you how much you learn about your organization in this process.
  3. The usual direction of the flow is from left to right or top to bottom.
  4. Put an arrowhead on the flow line to show the decision process.
  5. Only one flow line should come out from a process symbol.
  6. Only one flow line should enter a decision symbol, but two or three flow lines, one for each possible answer, should leave the decision symbol.
  7. Only use one flow line in conjunction with the terminal symbol.
  8. Use only brief descriptions in standard flow chart symbols. If needed, use an annotation call-out to describe the step more clearly.
  9. Use two on-page reference symbols to cut the number of flow lines in a complex diagram.
  10. Avoid crossing flow lines.
  11. Ensure that the flowchart has a logical start and finish.
  12. Challenge your flow chart to make sure that it’s an accurate representation of the process.

You can use Microsoft (MSFT) Visio, Word, or even Excel to build flowcharts. There are a number of flow chart creation tools online – Draw.io, Pencil Project (“free”) Gliffy online (“free”).

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flow charingYou can use the flow chart as a process improvement tool. Make sure that it represents the current state and then you can use it to discuss changes to the process with your users to make sure it represents the most efficient way of doing the process.

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Ralph Bach has been in IT long enough to know better and has blogged from his Bach Seat about IT, careers, and anything else that catches his attention since 2005. You can follow him on LinkedInFacebook, and Twitter. Email the Bach Seat here.

Software Testing and the Project Manager

Software Testing and the Project ManagerShh- don’t tell PMI, but as practicing Project Manager’s we all know that resources are limited. Sometimes the PMBOK process just won’t work. Resources are limited. One of the most limited resources I see is testers. After all, nobody wants to pay for someone to try to break things all day long – That’s what users are for. That is why a Project Manager can find themselves taking on the additional task of validating and testing software.

For the uninitiated, there is a difference in mindset between validating and testing. When you are checking that the finished product meets your project requirements, you are validating.

  • Add a new customer? Check!
  • Edit a customer? Check!
  • Don’t permit deleting customers who have transactions associated with them?

Testing, however, shouldn’t be so structured. And there are some good tricks from Stout Systems that a project manager can rely on to find some bugs.

Software testingDo stupid stuff

When writing code, developers know what kind of data is supposed to go into a field. Good developers will error-check to make sure that stupid data isn’t being entered. But that doesn’t always happen. So when testing, try to enter numbers where letters go or letters where numbers go. Try to enter symbols—especially symbols that are used in programming like the various kinds of brackets <> or {} or () and the various punctuation marks like ! or @ or # or &. (rb– Make your CISO happy and read up on SQL Injection attacks and try a few of them.)

Another stupid thing to do is to be click-happy. Click on one control and then another control before the application has a chance to execute the first action. Impatient users do this all the time, as do users who have mistakenly clicked the wrong place.

Get two copies of the same web page open, delete something from one place, and then try to edit it in the other place. You’ll blow it up most of the time, and get an unintelligible error message.

Open a page up, do nothing, click the SUBMIT button. You should get validation errors that tell you that you didn’t fill in the required fields. But an amazing number of times the application will just blow up on you with another unintelligible error message.

Regression test

One of the most common problems in software development is that adding a new feature causes something else to break. Regression testing is testing what was there before to make sure that it still works—just as it did before. If you were previously able to add, edit, and delete customers—but only if no transactions were associated with them—then by George you should start your testing by making sure that you can still do this.

Regression testThis should include using test records that you created before, too. So you add a new customer, edit the newly added customer… good, still works. Now open up a test customer you created previously. Can you still edit it? Maybe not! The new feature may have added fields to the database. The old records don’t have any information in those fields—but the information is marked as required—and the application cannot handle it.

The author points out that one of the biggest shortcomings she has witnessed in developer testing is that they test the new feature, sometimes with many use cases, but they don’t go back to validate that everything from before still works. It is lazy, lazy, lazy not to have someone on the team regression test the full application unless you are certain that the new features couldn’t have touched the old ones. But…hmm…are you really certain?

validate that everything from before still worksLook at things like a user

Developers are notoriously bad at certain niceties. Deliberately produce error cases and then read the error message that you receive. Is the message in techno-speak or is it easy to understand? Does it have typos? Grammatical errors?

Are the labels for the controls properly spelled? Is the capitalization consistent? The author says she often sees a mix of title case (where nearly every word is capitalized) and sentence case (where only the first word is capitalized). Some developers capitalize every word they think is important. Let’s face it: they didn’t major in English, so they shouldn’t be expected to get these things right. But there is no reason the application should be released widely with such simple-to-fix mistakes.

Look at the user interface itself. Are columns aligned in the layout? Are the margins uniform? If there is a style guide, is it being followed (the right colors, the right fonts, the right point sizes, the right button types, etc.).

Look at things like a userCan you understand what you’re supposed to be doing? Sometimes a simple thing like changing the text used for a label on a control makes a big difference. And sometimes adding a tool-tip with an explanation that’s too long for a label makes a big difference.

Then check out the workflow

Can you actually get around in the application? Or do you need more navigational controls to take you where you want to go? If it’s frustrating to you, then count on it being frustrating to an end-user.

Use IE. The article says most developers prefer Google Chrome, so that’s the browser where all of their testing is done. He makes it a habit to do all of his testing in Internet Explorer. Each browser has peculiarities, so this exposes a number of bugs that developers never encounter. (rb- Will you have control of what browser the users will access your site from? Don’t forget about older versions, Firefox, Safari, IE 9 anybody?)

Its not rocket scienceNone of the things that are described above are rocket science. A good tester is going to do things substantially more like a rocket scientist than a Business Analyst or Technical Writer will ever achieve—test automation, database comparisons, validating data outputs, calculations, etc. But all the areas above, when tested and fixed, go a long way to improving the end user’s experience and acceptance of the released product.

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This kind of software testing will help the team develop much less fragile or brittle code. That saves a lot of heartache in the long run.

Happy bug hunting!

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Ralph Bach has been in IT long enough to know better and has blogged from his Bach Seat about IT, careers, and anything else that catches his attention since 2005. You can follow him on LinkedIn, Facebook, and Twitter. Email the Bach Seat here.

Stop Having These Meetings

Stop Having These MeetingsFollowers of the Bach Seat know that passwords suck. As a Project Manager, something that also sucks are bad meetings. Meetings that don’t have an agenda or a goal or a purpose will suck the motivation out of people coming to the meeting. In the interest of having fewer sucky meetings here are some meetings, your team will thank you for eliminating or fixing.

The Monday morning staff meeting

Monday Morning Staff MeetingsThe problem with this meeting is that no one is ever ready for it. After all, it’s 8:00 a.m. on Monday morning. Nothing has happened yet and whatever happened last week is mostly ancient history. A second problem with this meeting is that for anyone to be ready, they have to work Sunday night. That is fine on occasion but guaranteed to earn you some serious votes for “jerk of the year” from employees and the family members of employees. For a while, I worked for an insomniac boss who would fire off emails off at 2:00 AM on Sunday. She would expect answers at 8:00 AM meetings. It was a happy day when she moved on.

The third problem with this meeting is that stuff happens on the weekends. And stuff needs to be addressed, especially in IT. Did you change your tapes? Check your logs? Walk your data center? Are there warning lights? How many tickets are there? Who has time for a meeting? The solution: if you must run a team meeting on Monday, push it to later in the morning or early in the afternoon. Better yet, push it to Tuesday morning.

The Round-the-Table status meeting

Round-the-Table Status MeetingWe have all been there. It’s the meeting where focus moves around the room and everybody shares their latest updates, sagas, fantasies, and dreams. Sit in the wrong place and you end up as the 19th person to offer an update. By that time nobody cares because their bladders are over-strained and brains numb from the politically oriented updates emanating from the mouths of colleagues in far-away functions.

The solution: meet if you must, but set some rules on the updates. Ask people to focus on important news that impacts everyone or on challenges that need help from across functions. Do anything to limit the painful march of gratuitous and self-serving status updates that undisciplined round-the-table meetings generate.

Recurring meetings with no purpose

Recurring Meetings that Have Lost Their PurposeAny recurring meeting where no one can remember why this meeting still takes place is a candidate for immediate elimination. The laws of physics transfer to meetings. A meeting on the schedule tends to stay on the schedule long after it has used up its usefulness in the workplace.

The solution: review all the recurring meetings that you subject your team to or that you are a participant in. Drop them from your life and the lives of your team members. If you are not the host of the meeting, tell the host of your intention and of your perspective on the utility of the meeting. If you are the host/sponsor, poll team members and give them a voice and a vote. A bit of draconian slicing of recurring meetings opens up valuable time for other more important activities.

Group wordsmithing

ThGroup Wordsmithing Meetingsis is any meeting where you pull together a group of people to work on the wording for something. Be it a vision, a mission, a strategy statement, a scope statement in project management. The output of these sessions is typically a series of awkwardly constructed sentences reflecting compromises on the part of the HPPiO. Everyone nods their heads, yes but no one agrees with the final product. The wording moves beyond ridiculous to just awful in trying to make the pain go away.

The solution: never relegate rough wording of anything to a committee. Take a stab at the item in question yourself. Then bounce it off a few colleagues. When you approach something that is beginning to work for you, very carefully ask for comments from a group. Ask clarifying questions, take great notes and then disappear and redraft the statement(s). Repeat the process as necessary.

Death by PowerPoint

Death by PowerPointDeath by PowerPoint is a phenomenon that can make any meeting suck. The poor use of presentation software causes Death by PowerPoint (DBPP) according to TargetTech. Key contributors to DBPP include confusing graphics, slides with too much text, and presenters whose idea of a good presentation is to read 40 slides out loud.

Audiences that are emotionally disconnected from the presentation are the fault of the presenter. There is a good chance that the speaker has not spent enough time and effort thinking about which key points he wants the audience to take away. Or she has spent entirely too much time and effort setting up the presentation in PowerPoint.

DBPP can be avoided if the speaker uses the technology as a visual aid to enhance what is being said. Do not rely on the technology to serve as the focus of the presentation. Don McMillan demonstrates what not to do with PowerPoint in his video “Life after Death by PowerPoint.”

How to be better at meetings

Meetings are opportunities ripe for overuse and even abuse. Strive to be the manager that respects the power and importance of meetings. Use these forums to focus on key issues and solicit ideas. To keep your meetings constructive you need to start with respect.

Respect the time that everyone puts into the sessions. Start your meetings on time. If your meeting starts on time there are fewer chances to derail others’ productivity throughout the day. Starting on time also helps you to end on time. This is crucial because once the time slot for the meeting is over, employees will start to mentally check out whether you’ve made it through the agenda.

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Bad meetings suck so much that the Project Management Institute (PMI) added a section to the Project Management Book of Knowledge (PMBOK) on meetings. that right – In version 5 of the PMBOK Integration Knowledge Area, there are four processes that have “Meetings” as a Tool & Techniques.

  • 4.3 Direct and Manage Project Work
  • 4.4 Monitor and Control Project Work
  • 4.5 Perform Integrated Change Control
  • 4.6 Close Project or Phase
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Ralph Bach has been in IT long enough to know better and has blogged from his Bach Seat about IT, careers, and anything else that catches his attention since 2005. You can follow him on LinkedInFacebook, and Twitter. Email the Bach Seat here.

Tips to Blend Agile, Waterfall

Tips to Blend Agile, WaterfallThere is a battle waging for the hearts and minds of project managers. The battle is between Agile advocates and Waterfall supporters according to Eric Morgan, in a recent FierceCIO article. The CEO of AtTask explains that Agile loyalists see the benefit of empowering people and teams in a bottom-up approach that produces a faster, more responsive way of working.  Meanwhile, traditionalists prefer a top-down Waterfall approach that neatly outlines all the steps in the project and defines the scope, budget, and schedule upfront–minimizing risk and uncertainty.

use a mixed approach

So who is right? The article says neither. Rather the article says that organizations with successful development cycles seem to use a mixed approach, using both methodologies for different projects. They cite Amazon (AMZN), an Agile powerhouse, could not have built s core web services product without some top-down dictation of standards. According to the AtTask CEO, the real difficulty for organizations, therefore, lies not in choosing one methodology over the other, but in successfully mixing the two methodologies.

Whether your organization is already juggling multiple methodologies or is considering adding Agile into the project management mix, here are four tips from the AtTask CEO on how to hybridize without sacrificing the visibility and productivity you need:

1. Transition to agile slowly

ScrumThe biggest issue organizations face in adopting or expanding Agile is the cultural transition. Change is never easy, and moving from a top-down culture of command and control to a bottom-up approach where workers self-organize and self-prioritize will certainly test your leadership team. the article stresses it’s a cultural transition that many people in an organization feel is disruptive and too much of a challenge to the established culture. To make the transition smoother and improve adoption, you should try to slow down your process transition. Understand that onboarding a system like Agile is a long-term commitment and because only certain teams will benefit from its methodology, make sure that your organization takes the time to strategically consider where it would be most effective.

Define up front what you are trying to accomplish with Agile so everyone can understand the benefits. In addition, developing a culture of respect and appreciation for both methodologies within the organization is important. Acknowledge what works well with Waterfall and when it is most appropriate to use. This extra effort will build trust; make people more open and resilient to trying new methods; increase buy-in from management and team members; and ensure that everyone is on the same page and trying to accomplish the same goals.

2. Provide professional agile training

With dozens of different aspects and processes, Agile is complex. The AtTask CEO warns that one of the biggest strategic mistakes organizations make is not getting professional training at the start. In particular, it is crucial that middle management participates in training. “Middle management really holds the keys to the success of Agile adoption. They create all the procedures and policies. If the middle is not on board, the transformation will be shunned,” says Dean Leffingwell, author of “Agile Software Requirements: Lean Requirements Practices for Teams, Programs, and the Enterprise.” When middle management is properly trained, not only do they understand the value of Agile for themselves, but they can be influential in mentoring the team and in demonstrating the value of Agile to the leadership.

3. Allow teams to communicate

In Allow teams to communicatemany organizations, Agile teams often become insulated from the rest of the organization. According to Mr. Morgan, they work in a kind of bubble, rarely interfacing with other teams or departments. However, communication and collaboration are two of the most critical elements of an effective mixed-methodology enterprise. Finding a way to enable visibility and communication across distributed teams, such as developing standard processes for organizing requirements and cross-team development, ensuring comprehensive release visibility for both upstream and downstream stakeholders, and managing the entire work life-cycle within one tool, will make hybrid organizations much more productive.

4. Speak a language everyone understands

The nuanced terminology associated with Agile is often an area ripe for miscommunication according to the author. In addition to making sure everyone understands the terminology and is speaking the same language, it’s important to identify key data points, such as what the team is working on, where the team is along their work process, and when the team will complete the task. Then, translate the data points into either methodology. No matter what methodology your teams choose, the work being done ultimately must be visible to the organization’s management and executive teams. Because manager reports and dashboards tend to focus on Waterfall-centric metrics, Agile teams need to ensure they are able to translate their results and progress accordingly. Moving to a mixed management style will always present challenges.

The article concludes that adoption may happen in baby steps, and not leaps and bounds. Following these four tips, however, can make implementation much more successful and enable you to structure projects in a more productive way to meet your business goals.

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I have talked to several grey-hair PM’s and they have basically told me that Agile/Scrum is the best tool when you don’t know what you want and use PMBOK when you know what you want?

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Ralph Bach has been in IT long enough to know better and has blogged from his Bach Seat about IT, careers, and anything else that catches his attention since 2005. You can follow him on LinkedInFacebook, and Twitter. Email the Bach Seat here.