Friday, April 24, 2009

Making some buzz about blogging for PDUs!

It's still not official yet, but people are talking about it! See my interview on the "Stepping into Project Management" blog. Thanks Soma B!

Sunday, April 19, 2009

It all started with a tweet...PDUs for blogs!

Well, it's not official yet. But, the discussion has begun, and what better place than the Project Managers on Twitter (#PMOT) group. This has become my new favorite go-to place for the latest ideas, thoughts, and link sharing of all things project management. The group is growing, tweets becoming more frequent. If you're not sure what this hashtag thing is all about, at least for the project management scene, I recommend checking out this post over at Raven's Brain: Project Management Hash Tags on Twitter.

So, anyway, it all started one day when Vincent Birlouez said this:


And then Kelvin Zhao replied with this:

And that's when I saw the tweet and got in on the conversation. I won't continue to paste the screenshots of how the discussion continued, but it seems that there is a good handful of social media savvy project managers who would like to earn PDUs for their project management related blogs.

And why not? We enjoy what we do, we enjoy reading and learning about what we do and how to do it better, and if we want to invest the time into maintaining a project management related blog, why not get some credit for it?! I have to admit, my own blog posts have slowed down in the last couple months, I've started to contribute to a non project management blog (gasp!), which requires me to post twice a month. I also try to post on my company's blog every so often, so my blogging energy gets diverted somewhat. But anyway, if it's on your mind and you enjoy participating in the discussion of all things project management, only makes sense to get some PDUs out of it.

The PMP handbook describes a PDU as this:

" The professional development units (PDUs) is the measuring unit used to quantify approved learning and professional service activities. Typically, one PDU is earned for every one hour spent in a planned, strcutured learning experience or activity. "


And there are 5 categories under which PDUs can be claimed:

1. Formal Academic Education
2. Professional Activities and Self-directed Learning
3. Courses offered by PMI Registered Education Providers/PMI Components
4. Courses offered by Other Education Providers
5. Volunteer Service to Professional or Community Organizations


So, after some research and twitter discussion, seems like the category that PM blogs fits into is category 2, Professional Activities and Self-directed Learning. Within this category are two areas that seem the most relevant:

2B - Author or coauthor of an article pertaining to project and/or program management published in a non-referreed journal (e.g., PM Network)

2-SDL
- Self directed learning activities are individualized learning events involving personally conducted research or study. Learning may include informal activites such as discussions or coaching sessions with colleagues, coworkers, clients or consultants. It may include articles, books, instructional manuals, videos...etc.


Thanks to some PMOT friends (@andystitt829, @GKonProjMgt, @pm4girls ) who are helping me connect to the right PMI people, the movement to get blog posts to formally qualify for PDUs has begun! The initial response from a Certification Standards Associate at PMI was that while there are no current plans to create a separate category for PM blogs,

"PMPs can report the research done for the blogs under Category 2SDL - Self Directed Learning. Under this category, 15 PDUs can be reported per cycle for any personally conducted self study or research regarding project management. Since blogs often required research on the subject matter, any research that would apply to this categories requirements could be reported."

I doubt that I could use this post to claim PDUs, but the idea has been planted. Looks like there's a way to get PDUs within the current system, and I would just love to see the word 'blog' added to the PMP handbook in that category 2 area. I mean, I'm sure blogs didn't even exist at the time the handbook was written, much less being used by so many of us PMs to share ideas about project management.

So, if/when PDUs for blogs becomes official...how should it work?

Should we submit our blog post to PMI for review and approval? Can we have a peer review system and earn the PDUs that way? Can we earn 1 PDU for each qualifying post, or cap at 15 each year the same way PMI does currently?

If we're going to nudge PMI into the social media world, than shouldn't we also be able to earn PDUs from participating in discussions on Project Management social networking sites like PPMNG, Gantthead, or LinkedIn? And of course, you must not forget Twitter. I have no idea how it would be quantified, but makes perfect sense to me that participating in the PMOT discussion should earn PDUs.

Stay tuned, I'm going to go onto the PMI website and register my 2SDL PDUs for my blog and the reading/research I've done in making my posts. We'll see how it goes, and meantime, it would be great to start the discussion of how we can move PMI into the web 2.o world.

Tuesday, March 31, 2009

More on project requirements - on Horn Group's Brass Tacks

The importance of gathering, defining and confirming project requirements, and the risks involved with making changes later in the project. Read more about it...here:

"If you don't have time to do it right, when do you have time to do it over?"

Sunday, March 22, 2009

Learning Lessons in Requirements, in the Shopping Line...

I was at the Children's Place the other night, grabbing some new footed pajamas for my 2 year old, when I found an interesting parallel between clothes shopping and locking down the requirements in a project. I had just been working on requirements earlier that day, and trying to schedule a meeting with stakeholders to review and sign off on requirements. So, what can I say, I had requirements on my mind.

I knew exactly what I wanted when I got into the store, went right to the pajama rack, found the last remaining size 3T pajamas and went right to the line. Also waiting in line with me, were some stereotypical annoying shoppers. Right in front of me was the couple who had a whole bunch of clothes piled onto their stroller and the wife did more shopping while the husband waited in line. Maybe there's not anything technically wrong with this, but it's annoying and I wish I had the nerve to push myself in front of them. Then, at the register was a guy who was changing his mind last minute and ran back and forth to put stuff back and get something else. Those people are even more annoying! So, fortunately they called in more register workers and the line moved a little faster, but in the time I was waiting my thoughts drifted to requirements gathering and management and the challenges of making changes in the beginning, middle and end of a project.

So, the shoppers are project stakeholders, and the time they spend walking around the store looking for stuff is the discovery process. They are not sure what they want and need time to explore and figure it all out.

Then, when they get in line should be the moment that they identified project requirements and are ready to confirm. For those who need to swap something after they have gotten in line, while sortof annoying...it won't slow things down drastically. I would compare this to making a requirements change while in the design phase. It can complicate things, but probably won't bring the project to a halt (hopefully!).

Next, at the register is development and implementation, and any changes made at this point will definitely slow down the rest of the line, and cause significant delays in our parallel project.
I'm reminded of one of my favorite software development charts, from the good people at Contrux, the cost of defects graph:




This chart illustrates the cost of repairing a defect at the beginning, middle and end of a project. The point here is to find and repair early. So, similarly with requirements, make sure they are clarified and confirmed early and make sure all stakeholders understand exactly what they are getting and the cost involved with making changes later on in the project.

So, if you're a project stakeholder or a project manager and sense anything unclear with requirements, just imagine that long line of angry shoppers behind you, furious that you're slowing everything down for them. Pick the right sizes and colors and make sure you know exactly what you want, otherwise you risk reeking havoc on your project.

Saturday, March 14, 2009

The importance of soft (serve) skills...


I debated posting this picture on the interwebs, I mean it's not something I would toss right up on Facebook or anything. I don't consider myself the most photogenic person, but this one is pretty embarrassing. But, I'm going to do it, will make this big sacrifice for my blog. That's how much you mean to me... blog.

Anyway, what's the picture all about anyway? This picture was taken in the summer of 1999 at the overnight camp that I worked at in northern Wisconsin. I was a division leader for the 16 year old group, so I directed a staff of about 10 adults and around 65 16 year olds. The kids put on a play every summer, and the night of the play after everything is over the kids get an ice cream party. Along with this tradition, comes the custom of having an ice cream fight in the dining hall where the ice cream party is held. It's probably the thing the kids look forward to most, they are so wired from the play that the ice cream fight is an excellent way to release some energy. But, of course the camp director and some of the other higher-ups would prefer that this not happen. And, as a member of the staff I should follow the camp directors wishes and make sure this doesn't happen. Well, as you can see by the picture, I didn't. And, this is the one picture from my 6 years working at that camp that I keep in a frame on my dresser and probably look at every morning.

Why is this picture so significant? It reminds me of the importance of moderation in all things, of having structure and holding to the rules when it's critical to do so, but also making sure to have fun and enjoy the moment when it's meant to be enjoyed. I remember thinking about whether I should let the kids have the ice cream fight and how long I should let it go, and then how I should end things and make sure they clean up, etc. I remember times when the fight got shut down immediately and the kids yelled at, and this only made the kids want to get into more trouble, which they did later that night. So, I discreetly got the word out to some of the kids earlier in the day that I was going to let them have their ice cream fight for a little while, and then shut it down when I thought it was the appropriate time. I told them that I wanted them to be responsible about it and be good about cleaning up and not doing anything crazy around the camp that night. I think they appreciate that I trusted them and had respect for what they wanted. So, the evening went pretty well, the fight went for a few minutes (sounds likes short time, but when you have chocolate syrup in your hair, its plenty of time!) and then I stopped it. The kids were great about cleaning up, and the rest of the night was quiet.

I'd like to think that this decision gave me nice brownie points with these kids, and it was important for me to win their respect. In situations I've worked in, it's important for me to feel trusted and respected, so I want to make sure to return that to those who I'm working with. I could never understand why people would use their position as division leader (or project manager) as a way to pull a power trip and talk down to and show little respect to their group. Just seems counterproductive, and then you don't get to have ice cream dripping down your shirt and a room full of very happy 16 year olds.

Funny, through and after college so many people I know went off to do very impressive sounding summer internships, and I spent 6 summers as a leader of kids and adults at an overnight camp in Wisconsin. This was probably the best soft skills training I could have had, and the ice cream incident is just one example of why.

Saturday, February 14, 2009

Are we there yet? ... Are we there yet?


I'm brushing my older daughter's hair one night (well, this happens on most nights) and even though I try to be gentle and use that spray in conditioner, she still winces and cries "ouchie" at each stroke. I'm tired and the only response I can give her is "We're almost done!" Same coaching technique I use when I'm clipping my kids toenails, walking with them somewhere in bad weather, or doing any other unpleasant task that I know they just want to be over.

But, I realize that I'm a hypocrite when I say "we're almost done" a few times before we're actually done, or something like "just one more brush" when I know there might be more than one. I mean, I want to keep her spirits up, but I'm also being misleading and not holding up to my side of the bargain by not my promises. She hasn't yet said back to me "but Mommy, you said one more and you're still brushing my hair!"...but she's 4, give her time and I'm sure she'll figure it out.

I worked for many summers at an overnight camp in northern Wisconsin. Campers of mine from the summer of 1996 told me a story of the year before, when their head counselor took them on a 'short hike' one night after a day of fasting (it was a Jewish holiday that required a fast) and repeatedly told them it was going to be just 10 more minutes, until the hike ended 1 hour later. You could imagine the kids weren't thrilled, and I think there might have been some fainting and worse that evening.

So, this reminds me of the problem we face when reporting project status to the client, senior management or any other stakeholders. As the project is heading through system test and approaching launch, it's easiest just to say "the project is almost ready to launch." But, this isn't good enough, this doesn't provide an any helpful measure of time to allow the stakeholders to plan. On the other side of the spectrum though, I have a hard time accepting the report that a project is "87% complete" or some arbitrary number like that. Of course, this number probably comes from looking through all the tasks completed and the ones remaining and doing the math that way. But, we know software, it's impossible to predict with 100% accuracy when something will be complete until it's actually complete. Books and blogs I've read support the idea that nothing is ever 75% complete or 50% complete, it's either finished or 0% done. How many times have you found yourself checking in with programmer's who report a task 95% complete, every week for 3 weeks! It's always 'almost' done, and something else always comes up to delay things once again.

So, I prefer to rely on ranges. In the same way it's best practice to make task estimates in ranges when possible, the remaining time should also be reported as a range. So, rather than say that launch will be on March 1st and then a few days later report that launch will be March 5th, keep the launch date as a range of dates for as long as possible. Of course when the launch needs to be a hard date or stakeholders are pushing for a solid commitment this flexibility won't be available. In an ideal scenario, the project manager can set realistic expectations from the start and keep those final dates in a comfortable range rather than commit to an exact date very early on.

So, I don't see myself saying to my daughter "I will finish brushing your hair after 3 - 10 more strokes", but I'm sure I can find some way to stop leading her on, and should try to soon before she calls me out on it!

Monday, January 26, 2009

So, what exactly DO you do??


I run a youth group a couple weekends a month. It feeds the part of me that worked at overnight camp for 6 years through and after college and still enjoys informal education and just doing good stuff with teenagers. And I'm sure there are some parallels between running a teen youth group and managing projects, but that's not what this post is about.

This past Saturday night I had a program with the kids at our local synagogue, we were painting a mural and making bead bracelets to sell to raise money for charity. While we were breaking for pizza, one of the girls saw me sneak away to check my phone for email/etc. She asked me what my real job was (always a funny thing, because for the longest time the kids didn't think I did anything else besides organize their little programs).

I told her I was a project manager.

She said (with not so much enthusiasm), "Oh, ok. What does a project manager do?"

I said, "Well, I help build web sites and applications. I make sure that people working with me know what they have to do and when it needs to get done. I have to keep things organized."

At which point she said (with still not so much enthusiasm), "oh...ok."

And then I thought later, "Boy, she must think my job is utterly boring!" But then I realized, had someone told me when I was 16 that I was destined to be a project manager, I would have laughed! When I was 16, I wanted to be a concert marimba player, then a professional soccer goalkeeper, then a special effects artist for the movies. Well, I ended up studying mechanical engineering and after a handful of years as a web developer, ultimately became a project manager. After almost four years of working as a project manager I was still not even sure if it was the career I wanted. I decided to go for the PMP, to get some formal training to complement the real life experience I had from managing web projects for a large scale custom content management system. I told myself then that if after my PMP crash course that if I didn't like what I learned then this would be the right time to leave project management and try something else.

Well, the course was good and the content was just the start of a whole new chapter of professional development. I actually really enjoyed topics like risk management, estimation techniques, change control process, work breakdown structure, and more. The course was just a very brief overview, enough to wet your appetite. So, that began my quest to learn more about what it really means to be a project manager. Picked up lots of used books on amazon and surfed the project management blogosphere. It's been a great ride and it still continues.

So, why do I like it so much? It's interesting, it's challenging, it keeps your blood pumping. There's drama with quick and intense decisions, there's "ah-hah" moments when you can figure out something to improve a process and watch your team benefit from it. Where I am working now at Horn Group, I love the opportunity to be able to experiment with new communication methods and try figure out what processes will help improve the groups project work. There's the fun and challenge of working with different personalities and trying to keep people happy, and for that I'm sure the years of being a camp counselor and youth group leader must have been good preparation. Not to say that every single day has the roller coaster ride, but there's always something interesting to do.

So, will the girl from the youth group be inspired by my words and go on to be a project manager? Probably not...I don't remember meeting anyone in college who was actually studying to be a project manager. But, I'm happy I found my way here and enjoy what I do enough to make time outside of work to read & learn more about how to become a better PM. If that's not a satisfying career, I don't know what is!