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Project Teams –
People Issues, Roles, and
         Responsibilities
           July 31, 2012
Housekeeping



Phones are muted
Use the question block for
questions
Copy of presentation
available upon request
About Your Presenter
• Sr. VP KeyedIn Solutions Consulting Group
   –   Helping companies align their business and technology
   –   Focus on people, process, and then the technology
   –   Subject matter expert on business process management
   –   On-going research into next generation of technology for
       enterprise systems
• 25 years experience in enterprise systems
   – USAF Research Project (1985)
   – Founder of enterprise quality software company (1988)
• Trusted advisor to global organizations, government
  agencies, and professional groups

                                                  http://www.linkedin.com/in/johncachat
Thought for the Day

"People and things do not upset us. Rather, we
upset ourselves by believing that they can upset
us."



     Many of the problems encountered during a typical
     implementation are from people, the roles they are
     required to play, political issues, and comfort zones.




                                                              4
Today’s Discussion

•   Project Managers
•   Consultants
•   Four types of Users
•   User Responsibilities
•   Sufficient Resources
•   Get in the game – this is not practice!
Everything looks easy from 30,000 feet




                                         6
Project Managers

• Steer the ship and listen to crew members
• Track progress
• Listen to consultants and users when they
  bring issues to the table
• Involve senior management when needed
• Experience tells them
   – When to escalate
   – When to meet
   – Let the implementation team work




                                              7
Client Project Managers

• May not have the experience
• Reputations and political
  capital are on the line
• Reluctant to concede – come
  hell or high water, we are
  going to get this done, on
  time and under budget
• Have a tendency to push the
  team to the breaking point



                                8
Consultant Project Managers

• Been there, done that –
  experienced with
  hundreds of projects
• Must be willing to lay
  down the law
• Must be able to challenge
  the Client Project
  Manager




                              9
Type of Project Managers to be Avoided

• The Yes-Man
  – Make promises that put the project at risk
• The Micromanager
  – Team spends more time reporting than working
• The Procrastinator
  – Deadlines are missed, deal with it later
• The Know-it-all
  – Alienates everyone
• The Feel Good
  – Its OK, we are making some progress, how do you feel?
• The Pessimist
  – Always focused on what still needs to be done



                                                            10
Consultants

• Need to immediately challenge any client
  decisions that have an impact on the project
• Need to advise clients of potential problems if
  they proceed with poor decisions
• Key objectives
  – Transfer knowledge to the clients
  – Make them self expendable
  – Listen to clients and engage Client project manager
    on key issues




                                                          11
Four Types of Users

Type                  Description
Willing and Able      Fully embrace the project as a means to enhance their skills
                      and support the business – they do whatever it takes

Willing but not Able Want to learn, but do not appreciate the impact of their
                     actions – become confused and panic – they will ask or help

Able but not Willing Have an ax to grind – frustrate everyone on the project – if
                     turned around, can really help

Neither willing or    I am too old for this. This is going to threaten my job.
Able                  Always find excuses why not to learn the new system




                                                                                     12
User Responsibilities

• Specific role
   – Technical
   – Functional
• Systems aptitude
• Availability




                        13
Resources - Many project fail due to:

• Not providing enough
  resources
   – I have a full time job
• Tolerate users that have an
  ax to grind
   – able, but not willing
• Fail to provide timely
  training to users
   – I am not going to use this
     app for 4 months


                                        14
Get in the game – this is not practice!

• Lack a sense of urgency

• Pretend tomorrow will
  never come

• Assume others will bail
  them out

• Ignore warning signs


                                          15
Things to Remember….

• People, Process, Technology

• Great project plans will fail with
  difficult or team members
  without the required skills

• Culture will eat technology for
  lunch




                                       16
About KeyedIn Consulting Group




Experts providing solutions to specific problems
   – Business and IT Alignment
   – People and Process Alignment
   – Enterprise Software Selection
   – Project Rescue
   – Project Management & PMO Managed Services


                                                   17
Follow KeyedIn



       Corporate Website: www.keyedin.com



       www.twitter.com/keyedinsolution



       www.linkedin.com/company/2434133?trk=tyah




                                                   18
Free Whitepapers

Download
@
www.keyedin.com




                   19
Questions & Answers




Q A       &
   Copy of Presentation   Future Webinars

          Contact:
         Shelly Bird           Visit:
    sbird@keyedin.com     www.keyedin.com
   952-835-1041 ext.163

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Project Teams - people issues, roles, and responsibilities

  • 1. Project Teams – People Issues, Roles, and Responsibilities July 31, 2012
  • 2. Housekeeping Phones are muted Use the question block for questions Copy of presentation available upon request
  • 3. About Your Presenter • Sr. VP KeyedIn Solutions Consulting Group – Helping companies align their business and technology – Focus on people, process, and then the technology – Subject matter expert on business process management – On-going research into next generation of technology for enterprise systems • 25 years experience in enterprise systems – USAF Research Project (1985) – Founder of enterprise quality software company (1988) • Trusted advisor to global organizations, government agencies, and professional groups http://www.linkedin.com/in/johncachat
  • 4. Thought for the Day "People and things do not upset us. Rather, we upset ourselves by believing that they can upset us." Many of the problems encountered during a typical implementation are from people, the roles they are required to play, political issues, and comfort zones. 4
  • 5. Today’s Discussion • Project Managers • Consultants • Four types of Users • User Responsibilities • Sufficient Resources • Get in the game – this is not practice!
  • 6. Everything looks easy from 30,000 feet 6
  • 7. Project Managers • Steer the ship and listen to crew members • Track progress • Listen to consultants and users when they bring issues to the table • Involve senior management when needed • Experience tells them – When to escalate – When to meet – Let the implementation team work 7
  • 8. Client Project Managers • May not have the experience • Reputations and political capital are on the line • Reluctant to concede – come hell or high water, we are going to get this done, on time and under budget • Have a tendency to push the team to the breaking point 8
  • 9. Consultant Project Managers • Been there, done that – experienced with hundreds of projects • Must be willing to lay down the law • Must be able to challenge the Client Project Manager 9
  • 10. Type of Project Managers to be Avoided • The Yes-Man – Make promises that put the project at risk • The Micromanager – Team spends more time reporting than working • The Procrastinator – Deadlines are missed, deal with it later • The Know-it-all – Alienates everyone • The Feel Good – Its OK, we are making some progress, how do you feel? • The Pessimist – Always focused on what still needs to be done 10
  • 11. Consultants • Need to immediately challenge any client decisions that have an impact on the project • Need to advise clients of potential problems if they proceed with poor decisions • Key objectives – Transfer knowledge to the clients – Make them self expendable – Listen to clients and engage Client project manager on key issues 11
  • 12. Four Types of Users Type Description Willing and Able Fully embrace the project as a means to enhance their skills and support the business – they do whatever it takes Willing but not Able Want to learn, but do not appreciate the impact of their actions – become confused and panic – they will ask or help Able but not Willing Have an ax to grind – frustrate everyone on the project – if turned around, can really help Neither willing or I am too old for this. This is going to threaten my job. Able Always find excuses why not to learn the new system 12
  • 13. User Responsibilities • Specific role – Technical – Functional • Systems aptitude • Availability 13
  • 14. Resources - Many project fail due to: • Not providing enough resources – I have a full time job • Tolerate users that have an ax to grind – able, but not willing • Fail to provide timely training to users – I am not going to use this app for 4 months 14
  • 15. Get in the game – this is not practice! • Lack a sense of urgency • Pretend tomorrow will never come • Assume others will bail them out • Ignore warning signs 15
  • 16. Things to Remember…. • People, Process, Technology • Great project plans will fail with difficult or team members without the required skills • Culture will eat technology for lunch 16
  • 17. About KeyedIn Consulting Group Experts providing solutions to specific problems – Business and IT Alignment – People and Process Alignment – Enterprise Software Selection – Project Rescue – Project Management & PMO Managed Services 17
  • 18. Follow KeyedIn Corporate Website: www.keyedin.com www.twitter.com/keyedinsolution www.linkedin.com/company/2434133?trk=tyah 18
  • 20. Questions & Answers Q A & Copy of Presentation Future Webinars Contact: Shelly Bird Visit: sbird@keyedin.com www.keyedin.com 952-835-1041 ext.163