Robert McGeachy's Blog

Musings on Agile and Project Management

Excellent Estimating – the key to Happy Clients!

I had the pleasure of delivering a presentation with the York Technology Alliance – Project Management Peer group on January 28, 2011.

We discussed the following items:

  1. Why focus on Estimating?
  2. Time Management Essentials
  3. Estimating Basics
  4. Estimating Reality Checks
  5. Best Practices
  6. PM SaS software review

The key essentials, or critical success factors for estimating and managing the time on a project came down to a few key points:

  • It is critical to have clear requirements up front. Knowledge risk (the risk that you don’t understand the scope of the problem) is the primary reason for estimates to be under the actual effort required
  • Active Sponsorship (in a positive way) is essential
  • Time needs to be allocated to do planning. Too often teams are just thrown into the problem and expected to start
  • It takes discipline to do the planning and estimating properly. It can’t simply be rushed through.
  • There are tools to help with planning and scheduling; they help but do not replace experience and effective project managers.
  • The best estimators have had lots of experience with estimating. If you don’t, you need to bring people on board who have lived through similar problems before.
  • A good project manager provides the leadership to ensure bumps along the way don’t derail the project. They remove roadblocks and run interference so the team can focus on the problem at hand

 The full presentation is below.

Web apps for project managers

Thanks to An Jay at smashing apps for putting this list together!

http://www.smashingapps.com/2010/09/22/awesome-yet-free-web-apps-to-make-project-managers-lives-easier.html

Four Pillars of Project Management

After taking some time off blogging, I thought it would be good to start back in with a topic that has been very close to me and important if you are looking to find great project managers. I have been asked to help recruit, train, and develop project managers, and many times this topic of what makes for an exceptionally solid project manager. Often poor project managers are narrowly focused on the fundamental project management activities, and missing the big picture of their role in the success of the organization.

There are four major competencies (or “pillars”) required of projects managers. It is required for project managers to understand the tools, processes, and skills of project management, but that is not a sufficient role in most organizations. Project Managers play many different roles and will be asked to go beyond traditional project management to support the overal business of the organization or the client.

1 – Delivery

This pillar speaks to the traditional aspects of project management. This pillar covers managing scope, issues, and risks, communication and coordination of activities with the team, client and third parties, planning and estimation, status and tracking progress, change management, facilitation, and all the other key practice areas from the PM Body of Knowledge. It is the stuff that needs to be done to deliver the project on time, on budget, and meeting or exceeding the client expectations.

2 – Operations

Project managers often have an operational role in the organization as well. This pillar refers to the tasks needed to “keep the lights on” in the organization. It includes financial reporting (profit and loss, margins, budgeting and actual revenue and expenses). It also includes time tracking and reporting, administration, policy and procedure stewardship, forecasting resource needs, and HR processes.

3 – People

Project Managers also need to focus energy on the people on their team. This means acquiring, developing, and growing the team with people that will be valueable contributors to the project success. It also means managing morale, growth and development plans, feedback and compensation processes, reward and recognition, and discipline issues. This pillar is all about the soft side of project managment and getting a group of individuals motivated and achieving much more as a team than they could on their own.

4 – Business Development

In particular in the service business, but applicable to most situations is the role of the project manager in shaping new opportunities into real projects. This pillar focuses on growing business with current clients (scope additions, new project phases, or new projects). It can also mean consulting with a pursuit team to help develop an approach and an estimate for delivering the work and demonstrating how the client objectives could be achieved.

Typically project managers do not spend equal time on each pillar at any one time. The energy or focus also shifts depending on the situation and the experience of the project manager. More junior project managers will probably focus primarily on delivery and operations, while more senior or director roles will shift their focus to people and business development. The four pillars provide a framework for defining a project manager job description, identifying and qualifiying new project manager candidates, and developing and growing well rounded and successful project managers in your organization.

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Preparations for the Agile 2010 Conference

I have been participating in the submission reviews for the upcoming Agile 2010 Conference. Some fantastic contributions, making for tough decisions on who will be asked to participate.

It should be a great conference. More details can be found at the Agile 2010  Conference Site.

Presenting on Agile Project Management – York Technology Association

I will be presenting February 26 to the YTA Technical Project Management Peer Group Meeting on Agile Project Management.

Go to Event Details.

Here is the presentation from the event.

Facilitation 101 – Techniques and Best Practices

Here is a slide deck I have used in the past to introduce facilitation to  new staff. The objectives are

  • The role of the facilitator
  • Preparing for a facilitated session
  • Capture Best Practices
  • Dealing with challenging behaviour
  • Tools







Enjoy!

Seven characteristics of High Performing Teams

There has been a fair amount of research into what defines a high performing team. These can be distilled into a common set of seven characteristics:

  1. A clearly defined and shared vision or purpose
  2. Well defined and understood roles and responsibilities
  3. Trust and support within the team
  4. Effective communication and conflict resolution
  5. Interdependence
  6. Empowered and Accountable for issue and resolutions
  7. Enjoyment and satisfaction from working together

These characteristics form a set of competencies that are the basis of high performing teams. Teams with a balanced set of these competencies will be rated as higher performing teams or may have a high likelihood of being successful.

Skills and Team Selection

It is important to get the right team, meaning the right mix of specialist knowledge, interpersonal skills and role behaviour, the first time. Failing to do so causes costs and delays of delivering the results and reduces the team’s effectiveness.

[Read the rest of this entry...]

Primer: The Best Plugins for your WordPress Blog

Ever wanted to know what the best way to set up your blog for social interaction and usability features? Here is a look under the hood at what makes this blog operate.

Content Management

Of course the key to it all is WordPress - www.wordpress.org
Vastly superior to my old platform (Blogger) in my opinion. A breeze to maintain and enhance.

Hosting and Domain

GoDaddy - www.godaddy.com
Good prices, reasonable service, full featured

Plugins

Plugins are where you can really bring your site to life.  These add all the bling and improve the interaction and functionality your site provides. Here are the ones I have implemented, after much research of what was being used by other bloggers and selecting the best.

All-in-one SEO Pack – Michael Torbert – http://semperfiwebdesign.com/
Out-of-the-box SEO for your WordPress blog

Backupify for WordPress - Backupify – http://www.backupify.com/
Backup of WordPress database to your Backupify account.

cforms - Oliver Seidel – http://www.deliciousdays.com/cforms-plugin
Used for the contact form.

del.icio.us for WordPress – Ricardo Gonzalez – http://rick.jinlabs.com/code/delicious
Provides the widget to display the recent delicious links on the sidebar

FD Feedburner Plugin - John Watson – http://flagrantdisregard.com/feedburner/
Redirects all feeds to a Feedburner feed

Flare Smith - Eric Marden – http://xentek.net/code/wordpress/plugins/flaresmith/
Plugin to insert FeedBurner’s javascript to support FeedBurner Stats and FeedFlare units on your WordPress site.

FollowMe - WPBurn.com – http://wpburn.com/wordpress-plugins/wp-followme-plugin
WP FollowMe is a wordpress plugin that allow you to add a twitter Follow me badge on your wordpress blog.

GD LinkedIn Badge - Milan Petrovic – http://www.dev4press.com/plugins/gd-linkedin-badge/
This widget displays badge with a link to a LinkedIn profile page.

GD Star Rating - Milan Petrovic – http://www.gdstarrating.com/
GD Star Rating plugin allows you to set up advanced rating and review system for posts, pages and comments in your blog using single, multi and thumbs ratings.

Google Analyticator – Ronald Heft – http://ronaldheft.com/code/analyticator/
Adds the necessary JavaScript code to enable Google’s Analytics.

Google XML Sitemaps - Arne Brachhold – http://www.arnebrachhold.de/redir/sitemap-home/
This plugin will generate a special XML sitemap which will help search engines like Google, Yahoo, Bing and Ask.com to better index your blog.

IntenseDebate – IntenseDebate – http://intensedebate.com/wordpress
Full comment and account data sync between IntenseDebate and WordPress ensures that you will always have your comments.

ShareThishttp://sharethis.com/
Let your visitors share a post/page with others. Supports e-mail and posting to social bookmarking sites.

Twitter Tools - Crowd Favorite – http://alexking.org/projects/wordpress
Integrates Twitter and the blog. Tweet when you blog. Blog a summary of your tweets. Shortens with Bitly automatically.

WP Security Scan - Michael Torbert – http://semperfiwebdesign.com/plugins/wp-security-scan/
Perform security scan of WordPress installation.

WP Super Cache - Donncha Caoimh – http://ocaoimh.ie/wp-super-cache/
Enables caching of the blog to improve performance.

Yet Another Related Posts Plugin - mitcho – http://mitcho.com/code/yarpp/
Returns a list of related entries based on a unique algorithm for display on your blog and RSS feeds. A templating feature allows customization of the display.

Theme - “StudioPress”
http://www.dailyblogtips.com/wordpress-themes/

Thanks to all those people who have contributed to the open source community and these packages. There is some great work being done, and your help is greatly appreciated!

I would love to hear what others have used on their blogs that have really worked well for them.

Enjoy!

Ground Rules for Agile Teams

Mutual trust is the shared belief that team members will perform their roles and protect the interests of their team-mates. Where mutual trust is not fully developed, it can result in problems not being reported and a lack of self-organization. Trust enables team members to share half-baked ideas without the fear of ridicule.

One of the key principles of Agile is to “Amplify Learning”. Development is an exercise in discovery. Individuals will try various approaches to solving the problem, and mistakes will be made. This is when learning occurs, and the team can take from the experience and improve on the solution as a whole. This requires trust between team members, and between the team and the external stakeholders. The best approach to improving a software development environment is to amplify learning.

Project Managers should assist the team in developing a set of ground rules. These are not meant to reduce conflict and contention, but direct them in positive ways. As described by, these rules can include such rules as:

  • Everyone has an equal voice
  • Everyone’s contribution is valuable
  • Attack issues, not people
  • Keep privacy within the team
  • Respect each other and your differences
  • Everyone participates

These rules should be decided on by the team, and posted prominently in the team shared environment.

What other Ground Rules have worked, and what else have you done to support trust on your teams?

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