Max Walker
MBA, PMP, CSM
Exploring project management in small or informal project environments.

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The views expressed on this website/weblog are mine alone and do not necessarily reflect the views of my employer.

Got your PMP? What's next?

So you got your PMP! Congrats!

Now what?

I hope that your getting your PMP is just the beginning, and not the end, of expanding your professional knowledge. But what do you go after next? Here are some ideas.

1. Consider any "ah-ah" moments you had while studying for the PMP exam. Are there topics that really resonated with you? You may identify such topics either because they're intrinsically interesting to you, or because they are particularly relevant to a past or current project.

2. Consider whether you want "deeper" knowledge or "broader" knowledge about project management.

If you're after deeper knowledge, then you may consider some of the additional certifications from PMI, or additional certifications in PMBOK-style project management. Pursuing PDU's that are geared specifically to PMP's may be a great way to start. Some great reasources are Project Management e-Learning and the PDU Podcast (http://www.cottagepm.com/blog/pm-elearning and http://www.cottagepm.com/blog/pdu-podcast , respectively).

I think that you should also consider broader PM knowledge. Specifically, I think that you should consider doing some reading, watching some podcasts, or getting some training in Agile PM methods, or in other project methodologies, such as PRINCE2. There are other flavors of PM out there.

Why would I suggest that? Because I think that one of the first challenges of the Project Manager is to determine which project approach makes the most sense for the project at hand. All projects are not suited to Waterfall (PMBOK) project management. And all projects are not suited to Agile project management. No methodology is a panacea or guarantees project success. But the first decision that you'll take that influences your project's success is the selection of the methodology that you'll use.

I still firmly believe that if you don't know where to start in PM, getting a PMP or related certification makes great sense. I think that it sets a solid foundation for PM knowledge that lets you then explore the next conversations and knowledge that will influence your project success. Indispensable as I believe it is, it is not the end-all, be-all of PM. Get your PMP, then branch out and get some other PM methodology exposure.

#pm #agile #pmot

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PM e-Learning « CottagePM.com
Question: How can I learn more about Project Management? So, you're interested in learning more about Project Management (PM). Awesome! But now you're wondering where to go next, right? Here a…

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Using Scrum elements in Waterfall Project Management

OK, for both Scrum and Waterfall project management advocates, that title may sound heretical. But only if you're concerned with form more than function.

One can easily leverage good practices from alternate methodologies and frameworks into your primary project approach. A good example is User Stories.

In Scrum and other agile approaches, User Stories are the primary (only?) means by which product requirements are expressed. The basic formula is:

"As a <role>, I want to do <this> so that I can do <that>."

This gives great insight in the reason for each feature and function of the product. It provides great planning guidance. In Scrum, stories may start out very high level, but they are eventually split and decomposed into "Sprint-sized" stories, and possibly even smaller.

In Waterfall project management, these high-level stories can be leveraged to help identify requirements. It can be a challenge for a project manager to identify all the requirements for a project. One invariably forgets a whole branch of thought. Stories can help steer that creative thinking to identify requirements.

An important element in managing requirements is traceability. In waterfall project management, the Work Breakdown Structure (WBS) items are numbered in some fashion, and these numbers should be carried forward to all artifacts that involve delivery of that work package: cost codes, tasks, etc.

(For an excellent discussion on WBS and traceability, including some examples, grab a copy of Josh Nankivel's WBS Coach package; see link below.)

Stories could serve as the highest level of traceability. Imagine having all WBS items, all requirements, all cost codes, all tasks ultimately traceable back to a user story that explains why that element is valuable to the product!

Give it a try!

#pm #scrum #waterfall #wbs

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Your WBS Coach « CottagePM.com
I've written several times on the blog about the Work Breakdown Structure (WBS) as a core tool for all project managers. I practiced a long time as a PM without using the WBS. I can see a big diff…

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Certified ScrumMaster Training

I recently attended a Certified ScrumMaster training class. I'm now Certified ScrumMaster (CSM). That should mean more than it apparently does.

The course was a severe disappointment. An arrogant instructor using a disorganized teaching method supported by weak course materials.

Still, I'm impressed with Scrum as a framework. (Woe unto him who mistakenly calls it a methodology. #sigh ) My team and I were interested in Scrum because we tend to do things in a team-oriented, collaborative, flexible, learn-as-you-go way. It works for us. Our goal in pursuing Scrum is less about adoption the whole practice, but rather, to gain some insights and a few tools to help us do better what we naturally do well.

In that regard, Scrum is already benefitting us. Here are the aspects that really resonate with us:

* Tracking requirements in user stories.
* Tracking stories in a dynamic Product Backlog.
* Better release management than we were doing.

We like and use a Sprint-like idea, but we are quasi-project, quasi-operational most of the time. We're running several "projects" simultaneously on several tools. Unless it's a big new thing, dedicating just to one item for a month doesn't resonate well with us at all.

It's also a little amusing. Scrum types are rather attached to pursuing "pure Scrum," thumbing their noses at anything that strays from a purist approach. Unless, of course, they approve of the variation. Had its founders been so purist, Scrum might never have been developed through iterative experience. Just sayin'.

I'll write more about our attempts at Scrum. And our heretical variations. :-)

#blogpost #Scrum #Agile #pm #pmot

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Waterfall and Agile — A Collision Story

OK, that’s a little misleading. There really wasn’t a collision. But there could of been. But a seasoned IT executive nimbly navigated the team through recognizing the differences in model between 2 teams that now had to work together, and they’re finding their way through it.

One Business Unit has had a good track record running proper Agile projects. They’ve brought several projects to market using it. They trust it, they’re successful, and they know what they’re talking about.

The IT organization is traditionally Waterfall. They count on Charter’s, extensive architectural designs, complete planning and resourcing up front, etc.

Now the BU and IT have to come together to launch a new customer portal. The BU owns the project and key project resources. IT will be providing API’s and server support, etc.

But when we started talking project process, talk about confusing! The IT exec openly states that he really doesn’t understand Agile, and that all the Agile projects that he’s seen before were dismal failures (because they weren’t really run Agile; they were run sloppily). But he knows the track record of the BU and is open to supporting it. But he wisely recognized that the IT team wouldn’t know how to interact on an Agile project, so he helped guide the combined team through some high-level understanding of the approach challenges. We’ll follow with a kickoff that includes some specific approach instruction for the waterfallers now having to be agile.

A lot of organizations probably face similar things, but may not all navigate it well. Project leaders need to be conscious of selecting the right approach for the project (to wit, Waterfall or Agile or something else) and to bring along the project team’s understanding of the project approach so that they can executive it well.

Projects really don’t just happen. And a variety of approaches can be used on any given project successfully — but not all at one time! The project team has to settle on an approach and then drive that approach successfully.

Project Management Scale — from the other side

I started writing this blog to explore the challenges I had scaling PM methodologies down to the scale of projects I typically ran and worked on. Every training or book that I studied on Project Management, including perhaps most of all the PMBOK itself, included processes, perspective, methods, and tools scaled for a trip to the moon and back. All I wanted to do was organize us passing the quality management certification again this year. And that scaling was challenging — is challenging.

I had a conversation today that made me realize that we also can struggle in our project organizations with scaling up. One of our sites has been running successful projects for years. It’s not a tiny or a huge site. The projects have been continuous improvement kinds of projects. They’ve got the scale just right for their work, now, and can go about things rather relaxed because everyone knows the players, knows the technical environment, and knows the compromises and accomplishments of past projects.

But now that team is part of a larger organization as a result of a merger. And now they have to accommodate new risks and complexity: larger projects, implementation projects instead of continuous improvement projects, new players, new organizational rules, new systems, new sites, new business realities.

This project team now has to recognize that it has to gear up again — or scale up again — to handle these larger, riskier projects that tackle the unknown. And that can be awkward. You can be a really good PM, but if you’d not had to have a roles and responsibilities discussion in 5 years, it might be awkward. Or even a project approach conversation: waterfall or scrum. Do you even know what hybrid methodology you settled into (successfully!) in the last few years? Can you adjust it if you don’t really know what “it” is?

It’s not a recipe for failure, no. But it could be if we don’t adjust.

A totally successful “scrum butt” project

My team just completed an aggressive project to release a new, on demand, interactive report for our leadership. New business focus created the need for a different approach, so we undertook the challenge to rethink how we delivered this important data.

We worked the project in what we lovingly call our “scrum butt” approach. It’s not quite Agile/Scrum — it doesn’t have the discipline of these formal models — but it leverages the nimbleness of these approaches and lets our project team and experts leverage their creativity to solve problems as they work the project.

We started by confirming the need. It was well-enough defined and had urgency. Then we scoped a possible solution and provided some mock-up info. We “socialized” (I hate that term) the concept with leadership and a few key stakeholders. Surprisingly, this was enough to get international travel approval from 2 different departments (business and IS&T) for 2 team members from Germany to travel to our USA headquarters for 2 1/2 weeks to work this project.

We continued working on “socializing” the scope within our team and with a larger team of stakeholders and contributors. We assembled leaders, architects, and developers from 3 different departments to show case various solutions that already existed in this space. The goal was to get some agreement on a single future direction for all these silo’d tools. We were very pleased that everyone felt the same mandate and sense of community across silos. We followed the show case with another session to explore a new technology platform that might serve our own project and the next iteration of other existing tools. Again, we were surprised and pleased to find ready agreement in a common direction.

Finally, our team arrived on site and work began.

And you’re probably thinking that I skipped a few steps in my story. Not really. When the team arrived on site, we had a common vision and high-level outline of the larger buckets of work that needed to be delivered: a new data layer, a few key data problems solved, the interface of the tool built, and the PM side (communication, launch, training).

One key step that we skipped was gathering requirements. In this case, the requirements really were already gathered. We took the last 6 months of urgent reporting requests and the most recently delivered reports that had gone through several iterations already as our set of requirements. This way, we knew we had the salient things that were really needed and whose value had been proven despite some key data and platform weaknesses. This saved us from what typically becomes an uncontrolled expansion of requirements when we ask the open-ended question: “What do you need?”

With that high-level scope in mind, and documented very carefully on the war room white board (LOL), the team dug in and started rebuilding our earlier mockups in this new tool platform. This refined the scope, uncovered new problems, challenged some scope assumptions, etc. Every few days, we vetted conclusions with a few key stakeholders. We kept getting validation, and kept building, arguing, changing our  minds, rebuilding, etc.

In the 2nd week of the project, we had a workable alpha version that we demo’d to the leadership team. They loved it and it validated all our assumptions and decisions. We finished refining it and it will launch on 05 Dec.

It’s loose. It’s sloppy. It’s nimble. It’s free. It’s creative. And it really does work.

But what makes it work? A team of people who work together all the time, who know each other, who are experts in their field, who know and live with the business requirements every day, and who are motivated to delivery something valuable and exciting.

You won’t find it in a text book. And purists will cringe and point out quite correctly all the risks and problems.

All I know is that we hit the mark and delivered in less than a month.

Save $20 on the PDU Podcast™ during December

During the month of December 2011, you can save $20 (10%) on the PDU Podcast™! Order now and save 10% or $20 on a 1-year subscription to the PDU Podcast™! Click the links below to order. Upon checkout, use the discount coupon code Dec11. This discount coupon code is only good through the end of December!

If you’re PMP certified, then you need to be earning PDUs. There are lots of ways you can earn PDUs, some free, some very economical, and some downright expensive.

One of the most economical ways to get high-quality PDUs is by subscribing to the PDU Podcast™. Earn as many PDU’s as you like from PDU Podcast™. PDU Podcast™ is published by a PMI Registered Education Provider (R.E.P.) and therefore the PDU Podcast™ offers “Category A” PDUs. There is no limit to how many PDUs you can earn in this category.

Click here to learn more.

More WBS Work

I’ve been looking at Work Breakdown Structure (WBS) again lately. I was coaching a new brand project manager on some basics, and found myself once again focusing on the WBS and its value to the PM’s planning and control.

  • The key point I drove home on WBS was that it’s the full scope of the project: If it’s not in the WBS, it’s not part of the project.
  • I also showed her the various forms a WBS takes. We looked at a current small project that we’re planning and roughed out a WBS example using XMind (xmind.net).
  • Using XMind, I also showed her how the WBS is then sequenced to a project network, and how some basic delivery dates produce a Gantt chart. We did all that in XMind, but it’s feature set isn’t very complete, but it’s helpful for a quick view.
  • We then took our WBS example and entered it into OpenProj, an opensource, free PM management tool that looks a little like MS Project. That produced a much better Gantt chart. It was the first time she’d seen any of these tools, so it was good to take a rough example from concept through WBS to Gantt.

All of these ideas are covered very effectively in Josh Nankivel’s WBS Coach package. My new PM will be getting her copy in a week or so. :-)  Read more about WBS Coach here. If you need a more interactive, Q&A experience to learn about WBS, consider Josh’s PM eLearning site.

Have you used WBS Coach? What’s your take?

Going to certify PMP? Save now on PrepCast

Are you looking to certify PMP soon? If so, you may have landed on my blog before as I’ve written about my certification experience and various training and exam prep options that some of my colleagues and I have used.

Among those options, one of my favorites is PM PrepCast by Cornelius Fichtner. As I’ve said before, it wasn’t the tool I used to prep the exam because I didn’t know about it when I prepped for the exam. But I found it later and have been duly impressed. It’s complete, economical, and effective.

Cornelius hasn’t raised the price for several years, but is going to effect a price increase from $99 to $129 on 01 Jan 2012. So, if you think this is the route you want to go, you may want to buy now. Cornelius includes future upgrades, so don’t worry about buying too early — you’ll always have his latest stuff available to you.

To check out PM PrepCast, check out my write-up here.

Have you used PM PrepCast to prepare for the PMP exam? Comment below and tell us how it worked out for you!

Did I “unfriend” you?

There. I’ve made the first pass at separating Professional social networking and personal social networking. I’ll do a little more of that over time, I think.

Unfortunately, to do that requires the socially awkward and mildly offensive act of “unfriending” people on Facebook and rebuilding that network on LinkedIn. I made a huge point tonight of sending new LinkedIn invites to anyone I “unfriended” in Facebook tonight, and I trust that these really cool people from my professional life are equally as busy and will understand the shift.

Of course, I make a fun rant at the game posts, etc., but the real driver here is that I really have trouble sorting through the longer style FB posts to see my family things. I prefer Twitter for its forced brevity — evidence notwithstanding.

And now that I’m shifting more professional network to LinkedIn, I need to expand my active participation in that network, too, lest I be guilty of not shifting that network but abandoning it. I am more active on Twitter than any other social network, and that remains my preference by far.

So, if you’re from my professional life — come see me on Twitter (@MaxWalkerPMP) or LinkedIn (/in/MaxWalker)!

If you’re from my personal network, you probably still ought to follow me on Twitter (@MaxWalker), ’cause child, I still hate this Facebook thing and you won’t see a lot of me here. You’ll see more on Twitter.

Ciao!