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LEADERSHIP AND PROJECT
    MANAGEMENT:
  TWINS SEPARATED AT BIRTH

presented by
Lou Russell,
Russell Martin & Associates
(317) 475-9311
info@russellmartin.com
@nolecture
www.russellmartin.com



                              Slide 1
How Can I Get More HELP?
  At www.russellmartin.com:


      • Email me for the PDF
      info@russellmartin.com and a free EQ
      assessment
      •Purchase the Infoline at www.astd.org
      •Purchase learning, assessments, EQ
      course (in-a-box), books, webinars
      •Get our LEARNING FLASH e-zine for
      more tips and tools
      •Find out about public webinars and
      workshops
      •Buy fun stuff in the store

                                               © Developed by
                                               Russell Martin & Associates
                                               www.russellmartin.com
© Developed by
Russell Martin & Associates
www.russellmartin.com
© Developed by
Russell Martin & Associates
www.russellmartin.com
© Developed by
Russell Martin & Associates
www.russellmartin.com
What’s on Your To-Do List?




        © Russell Martin & Associates www.russellmartin.com
What Is A Project?
Consider the following:

1.   If you CANNOT finish it in less then four hours
     uninterrupted...

2. If you need anyone else’s help…


3.   If it has been on your to-do list for more then one
     month…

4. If you are unsure how to measure DONE…

                     © Russell Martin & Associates www.russellmartin.com
A Model for High Performance


                                                          High
                                                       Performing
                                                          Team

                                                  Trust / Alignment



                                           Accountability (self / others)

                                                                                              Behaviors / Motivators
Behaviors / Motivators
                                  Strengths and                     Processes, Roles,
                                   Challenges                          Measures
                                                           EQ


                             Vision, Mission, Values                Vision, Mission, Values


                                           Emotional Intelligence
                                     SELF
                                                                                                       © Developed by

                                                                            TEAM                       Russell Martin & Associates
                                                                                                       www.russellmartin.com
© Developed by
9   Russell Martin & Associates
    www.russellmartin.com
© Developed by
Russell Martin & Associates
www.russellmartin.com
Defining Emotional Intelligence
An team or individual with
mediocre IQ but high EQ
will outperform a team with
the highest IQ and low
EQ.
                              DISC                                      Decision Making
                              Motivators                  Competency    (Superior
                                                                        Performance)
                                               Behavior
                                                          360
                                   Cognition              Assessments
                                                          Performance
                          EQ   Multiple                   Reviews
                               Intelligence
                               Memory



                                                                            © Developed by
                                                                            Russell Martin & Associates
                                                                            www.russellmartin.com
Dare to
 Steps to Great Projects                                                        Properly
                                                                                 Manage
                                                                                 Resources!
              Define                    Plan                 Manage                   Review            END
START                     initiate               plan                     monitor               close
        1. Set Business              1. Determine         1. Control work           1. Close the project
           Objectives                   Milestones           in progress
                                                                                    2. Turn over
        2. Establish Project         2. Schedule     2. Provide                        deliverables
           Scope                        Task            status and
                                                                                    3. Hold Project
                                        Dependencies    feedback
        3. Set Project                                                                 Review
           Objectives            3. Adjust for    3. Leverage
                                                                                    4. Celebrate
                                    Resource         Governance
        4. Mitigate Risks                                                              accomplishments
                                    Dependencies
                                                  4. Resolve
        5. Establish Constraints
                                 4. Create budget    conflict
        6. Plan
           communications
        7. Establish
           Governance Plan

                         © Russell Martin & Associates www.russellmartin.com
Projects are Flash Mobs
Project                                 Project
Manager                                 Sponsor


          Dance Of The
          Commuters: 400-
          strong 'flash mob'
          gets funky at
          Liverpool Street
          Station



                         Project
                         Stakeholders


                                          © Developed by
                                          Russell Martin & Associates
                                          www.russellmartin.com
Project Charter:                                          United Way
                                                                                                  Business Objectives (Increase Revenue, Avoid Cost)
                                                                                                  Primary: Employee: Loyalty and pride, sense of belonging which leads to retention
                                                                                                  and better recruitment to avoid the cost of re-hiring.
                                                                                                  Secondary: Build good will and establish 3rd party relationships which can serve as
                                                                                                  a crisis shield should their be crises about business or brand to improve revenue.
                                                        Governance
   Charities       Needs                                                   Sponsor
                                                                 Budget     : CEO                 Project Objectives
                                                                  Status                               • 30-50% of all employees are involved
        Volunteers                                                                                     • Projects should have a minimum duration of 2 hours and a maximum
                             Volunteer Communication Plan                                              duration of 5 hours (9AM-2PM)
         Food                                                                                          • Include at least one on-site assembly project for employees who
                               Day                                                                     cannot leave the worksite
                           Scope Diagram
                              Project
             Budget                                                                               Quick N’ Dirty Risk:
                                           Training




                                                                              Corporate           Size (1-10 big)                                             _____3______
                                                      Schedule
                               Available




                                                                            Communication         Structure (1-10 no reqmnts)                                 _____6_______
                                                                                                  Technology (1-10 new)                                       _____3_______
                                                                                                  Average                                                     _____4_______
   Catering
                                           Employees
                                                                                                  Constraints:           Can’t move              Moves little            Negotiate
                                                                                                  Time                    Published day, can’t
                                                                                                                               be moved

                                                                                                  Cost                                           Not an unlimited
                                                                                                                                                 budget

                                                                                                  Quality/Scope                                                          Could do a smaller
                                                                                                                                                                         event


RISK FACTOR                                LIKELIHOOD (L, M, H)                IMPACT (L, M, H)       PREVENT BY                                            REACT BY

There are not enough                       M                                   H                      Increased communication ahead of time                 Ask volunteers to ask
volunteers                                                                                                                                                  friends
Type of charity work is not                M                                   H                      Visit charity early to clarify scope of               Negotiate scope of work
realistic for our volunteers                                                                          work
                                                                                                                                                                    © Developed by
                                                                                                                                                                    Russell Martin & Associates
                                                                                                                                                                    www.russellmartin.com
Business
                                                                       Change
   Technology



                                                    More Risk

                                                                      Barriers to Learning



Workload




                © Russell Martin & Associates www.russellmartin.com
Issue

                                                          Issues
                                                          become
                                                          tasks




    © Russell Martin & Associates www.russellmartin.com
Project Charter:                                   United Way


Communications Strategy
Stakeholder                     Goal                            Frequency               Medium                       Goal

Project Sponsor                 All is well                     Weekly                  Email                        Status Report

Project Sponsor                 All is well                     Weekly                  Visit                        Pop In…


Construction                    Schedule                        Weekly                  Email                        Status Report




Governance Strategy
Type of Change (requirements,           Final Decision Makers               Consulted                Comments
budget, scope, etc.)
Change in budget, schedule              Project Sponsor                     Project Manager

Change in requirements                  Subject Matter Expert               Project Manager          Assumes no change in budget, schedule


Quality Issues                          Project Manager                     Functional Area




                                                                                                                            © Developed by
                                                                                                                            Russell Martin & Associates
                                                                                                                            www.russellmartin.com
A Simple Spreadsheet
     Task             Task        Helpers        Due         Comments   Complete
                      Owner

     Finalize         Maria                      6/8/11                 √
     Project
     Charter
     Survey Crew      Tim:                       6/12/11
                      Vendor

     Study SME        Maria                      6/12/11
     Content
     Create Draft     Maria                      6/15/11
     Guide
     Review and       Jo: Gold                   6/20/11
     Approve          Standards
     Content

         Allows you to sort by date, task manager,
                       or completed

                  © Russell Martin & Associates www.russellmartin.com
How Do You Feel?

1. Name the positive emotion you just experienced as you imagined
   this story on this line. The emotion you felt : __________.
2. Rank the intensity of that emotion (1 = low, 10 = high): _____.

3. What factors contributed to your feelings about the successes?




                                                               © Developed by
                                                               Russell Martin & Associates
                                                               www.russellmartin.com
How Do You Feel?

1. Name the negative emotion you just experienced as you imagined
   this story on this line. The emotion you felt: __________.
2. Rank the intensity of that emotion (1 = low, 10 = high): _____.

3. What factors contributed to your feelings about the problems?




                                                               © Developed by
                                                               Russell Martin & Associates
                                                               www.russellmartin.com
100% people
   said…


              stress worse than
75%           a generation ago

                    job is
50%              extremely
                  stressful

25%
                  job is #1
                  stressor




                                  © Developed by
                                  Russell Martin & Associates
                                  www.russellmartin.com
100%

                          stress worse than
                                              This information was
                          a generation ago
                                              obtained in the 1990's in
75%                                           large surveys by
                      job is
                                              Northwestern National
                   extremely
                                              Life Insurance Co,
                    stressful                 Princeton Survey
50%                                           Research Associates, St.
                                              Paul Fire and Marine
       job is #1                              Insurance Co., Yale
       stressor                               University and The
25%                                           Families and Work
                                              Institute.




                                                                          © Developed by
                                                                          Russell Martin & Associates
                                                                          www.russellmartin.com

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Leadership and Project Management: Twins Separated at Birth

  • 1. LEADERSHIP AND PROJECT MANAGEMENT: TWINS SEPARATED AT BIRTH presented by Lou Russell, Russell Martin & Associates (317) 475-9311 info@russellmartin.com @nolecture www.russellmartin.com Slide 1
  • 2. How Can I Get More HELP? At www.russellmartin.com: • Email me for the PDF info@russellmartin.com and a free EQ assessment •Purchase the Infoline at www.astd.org •Purchase learning, assessments, EQ course (in-a-box), books, webinars •Get our LEARNING FLASH e-zine for more tips and tools •Find out about public webinars and workshops •Buy fun stuff in the store © Developed by Russell Martin & Associates www.russellmartin.com
  • 3. © Developed by Russell Martin & Associates www.russellmartin.com
  • 4. © Developed by Russell Martin & Associates www.russellmartin.com
  • 5. © Developed by Russell Martin & Associates www.russellmartin.com
  • 6. What’s on Your To-Do List? © Russell Martin & Associates www.russellmartin.com
  • 7. What Is A Project? Consider the following: 1. If you CANNOT finish it in less then four hours uninterrupted... 2. If you need anyone else’s help… 3. If it has been on your to-do list for more then one month… 4. If you are unsure how to measure DONE… © Russell Martin & Associates www.russellmartin.com
  • 8. A Model for High Performance High Performing Team Trust / Alignment Accountability (self / others) Behaviors / Motivators Behaviors / Motivators Strengths and Processes, Roles, Challenges Measures EQ Vision, Mission, Values Vision, Mission, Values Emotional Intelligence SELF © Developed by TEAM Russell Martin & Associates www.russellmartin.com
  • 9. © Developed by 9 Russell Martin & Associates www.russellmartin.com
  • 10. © Developed by Russell Martin & Associates www.russellmartin.com
  • 11. Defining Emotional Intelligence An team or individual with mediocre IQ but high EQ will outperform a team with the highest IQ and low EQ. DISC Decision Making Motivators Competency (Superior Performance) Behavior 360 Cognition Assessments Performance EQ Multiple Reviews Intelligence Memory © Developed by Russell Martin & Associates www.russellmartin.com
  • 12. Dare to Steps to Great Projects Properly Manage Resources! Define Plan Manage Review END START initiate plan monitor close 1. Set Business 1. Determine 1. Control work 1. Close the project Objectives Milestones in progress 2. Turn over 2. Establish Project 2. Schedule 2. Provide deliverables Scope Task status and 3. Hold Project Dependencies feedback 3. Set Project Review Objectives 3. Adjust for 3. Leverage 4. Celebrate Resource Governance 4. Mitigate Risks accomplishments Dependencies 4. Resolve 5. Establish Constraints 4. Create budget conflict 6. Plan communications 7. Establish Governance Plan © Russell Martin & Associates www.russellmartin.com
  • 13. Projects are Flash Mobs Project Project Manager Sponsor Dance Of The Commuters: 400- strong 'flash mob' gets funky at Liverpool Street Station Project Stakeholders © Developed by Russell Martin & Associates www.russellmartin.com
  • 14. Project Charter: United Way Business Objectives (Increase Revenue, Avoid Cost) Primary: Employee: Loyalty and pride, sense of belonging which leads to retention and better recruitment to avoid the cost of re-hiring. Secondary: Build good will and establish 3rd party relationships which can serve as a crisis shield should their be crises about business or brand to improve revenue. Governance Charities Needs Sponsor Budget : CEO Project Objectives Status • 30-50% of all employees are involved Volunteers • Projects should have a minimum duration of 2 hours and a maximum Volunteer Communication Plan duration of 5 hours (9AM-2PM) Food • Include at least one on-site assembly project for employees who Day cannot leave the worksite Scope Diagram Project Budget Quick N’ Dirty Risk: Training Corporate Size (1-10 big) _____3______ Schedule Available Communication Structure (1-10 no reqmnts) _____6_______ Technology (1-10 new) _____3_______ Average _____4_______ Catering Employees Constraints: Can’t move Moves little Negotiate Time Published day, can’t be moved Cost Not an unlimited budget Quality/Scope Could do a smaller event RISK FACTOR LIKELIHOOD (L, M, H) IMPACT (L, M, H) PREVENT BY REACT BY There are not enough M H Increased communication ahead of time Ask volunteers to ask volunteers friends Type of charity work is not M H Visit charity early to clarify scope of Negotiate scope of work realistic for our volunteers work © Developed by Russell Martin & Associates www.russellmartin.com
  • 15. Business Change Technology More Risk Barriers to Learning Workload © Russell Martin & Associates www.russellmartin.com
  • 16. Issue Issues become tasks © Russell Martin & Associates www.russellmartin.com
  • 17. Project Charter: United Way Communications Strategy Stakeholder Goal Frequency Medium Goal Project Sponsor All is well Weekly Email Status Report Project Sponsor All is well Weekly Visit Pop In… Construction Schedule Weekly Email Status Report Governance Strategy Type of Change (requirements, Final Decision Makers Consulted Comments budget, scope, etc.) Change in budget, schedule Project Sponsor Project Manager Change in requirements Subject Matter Expert Project Manager Assumes no change in budget, schedule Quality Issues Project Manager Functional Area © Developed by Russell Martin & Associates www.russellmartin.com
  • 18. A Simple Spreadsheet Task Task Helpers Due Comments Complete Owner Finalize Maria 6/8/11 √ Project Charter Survey Crew Tim: 6/12/11 Vendor Study SME Maria 6/12/11 Content Create Draft Maria 6/15/11 Guide Review and Jo: Gold 6/20/11 Approve Standards Content Allows you to sort by date, task manager, or completed © Russell Martin & Associates www.russellmartin.com
  • 19. How Do You Feel? 1. Name the positive emotion you just experienced as you imagined this story on this line. The emotion you felt : __________. 2. Rank the intensity of that emotion (1 = low, 10 = high): _____. 3. What factors contributed to your feelings about the successes? © Developed by Russell Martin & Associates www.russellmartin.com
  • 20. How Do You Feel? 1. Name the negative emotion you just experienced as you imagined this story on this line. The emotion you felt: __________. 2. Rank the intensity of that emotion (1 = low, 10 = high): _____. 3. What factors contributed to your feelings about the problems? © Developed by Russell Martin & Associates www.russellmartin.com
  • 21. 100% people said… stress worse than 75% a generation ago job is 50% extremely stressful 25% job is #1 stressor © Developed by Russell Martin & Associates www.russellmartin.com
  • 22. 100% stress worse than This information was a generation ago obtained in the 1990's in 75% large surveys by job is Northwestern National extremely Life Insurance Co, stressful Princeton Survey 50% Research Associates, St. Paul Fire and Marine job is #1 Insurance Co., Yale stressor University and The 25% Families and Work Institute. © Developed by Russell Martin & Associates www.russellmartin.com