APPENDIX

Teaching Others These 10 Steps

When I read a book that makes a strong impression on me, I can't wait to share it with my staff. It usually takes a lot of time to choose and organize the points to share and figure out the best way to do it. In this appendix, I'd like to give you some guidelines for sharing this material with your teams so you can do it with little effort.

Target Audience: Anyone who has to manage projects, especially people who don't call themselves “project managers”

Participant Preparation: Each person being trained should choose one of the projects they are working on when the class is held as a test case. As they work through each step, they'll learn and understand more if they apply the lessons to that sample project.

Your Preparation to Teach the Class:

images  Summarize key bullet points for each step and create a PowerPoint presentation for your use in class.

images  Build the student guide from a print version of your Power-Point presentation and print out from the CD-ROM a copy of each tool, worksheet, figure, and example you'd like to share.

Agendas: I recommend approaching this information sharing more as a study group than as a training class, but either context will work. For a quick overview, consider the one-hour agenda offered in table A.1. If you can dedicate more time, your colleagues will gain more expertise by going through all 10 steps in a two-day session (table A.2). A third option is to hold six 90-minute sessions, either live or through a synchronous webinar when colleagues are geographically dispersed. For more information about webinars and for free webinars you can attend to see how it's done, check out www.elluminate.com or www.webx.com. Table A.3 presents a six-session agenda.

Signature Mini-Project

1.  Break your group into teams of three to five people and explain that each group will work as a project team.

2.  Write the following project objective on a flipchart or whiteboard: Your project is to get signatures from everyone in the room in five minutes.

3.  Give the teams three minutes to strategize. Don't let them start until the three minutes are up.

4.  Call “Go!” Let the teams gather signatures for five minutes.

5.  Open a discussion about what went well, what didn't go well, and how those aspects do or don't resemble their real-world projects.

Variation: To make this exercise work in a context that's not face-to-face (for example, in a webinar format), use the following project objective: Your project is to get the middle name of each participant in five minutes.

TABLE A.1

One-Hour Session

This agenda focuses primarily on Steps 2, 3, and 4. The idea is to introduce the four-phase management model (define, plan, manage, review) but spend most of the hour learning and practicing how to start a project well.

Time to Complete Topic Participant Practice
15 minutes Open the session and introduce project
management
Do the Signature Mini-Project
5 minutes Step 1 : Is it a project or a task?  
10 minutes Step 2: What are the business objectives? Write a set of objectives for your project
20 minutes Step 3: What are the project objectives
and scope?
Draw a quick scope diagram for your project
5 minutes Step 4: What are the project's risks and
constraints?
Do a quick-and-dirty risk
assessment for your project
5 minutes Step 6: How should the tasks and
resources be scheduled?
 

 

TABLE A.2

Two-Day Session

This agenda addresses all 10 steps. Each participant applies the steps to a project she or he is working on in the real world. If that isn't feasible, ask participants to work on a project of your choosing. Getting hands-on experience with the steps is the most important aspect of this training.

Time to Complete Topic Participant Practice
Day 7    
  30 minutes Open the meeting and introduce project
management

images  Do the Signature Mini-Project

1 hour Step 1 : Is it a project or a task?

images  Share something on your to-do list that has been on there
forever and probably is a project rather than a task

images  Discuss how you might manage projects using your office software

1 hour Step 2: What are the business objectives?

images  List all the business objectives for your project

images  Share these objectives with one other person and improve your list

3 hours Step 3: What are the project objectives and scope?

images  Draw a scope diagram for your project; share it with others and improve it

images  Build a complete list of project objectives; share the objectives with others and improve your list

2 hours Step 4: What are the project's risks and constraints?

images  Perform a quick-and-dirty risk assessment

images  Complete a risk scenario document for your project

images  Build a constraints diagram

Day 2    
  1 hour Step 5: What leadership skills do project managers need?

images  Complete worksheet 5.1 to assess your project management leadership ability

images  Discuss what leadership tasks are most difficult to perform

images  Discuss coaching and delegation challenges, using real-life examples

2 hours Step 6: How should the tasks and resources be scheduled?

images  Build a critical path diagram for your project

images  Estimate and assign resources

1 hour Step 7: What kind of tracking log is best when the project is small or medium-size?

images  Convert the critical path diagram you created for your project into a project tracking spreadsheet that tracks by dates instead of tasks

1 hour Step 8: How can conflict and chaos be managed?

images  Discuss real conflict situations and negotiations that have occurred on other projects

images  Build checklists for success

1 hour Step 9: How do you know when the project is finished?

images  Create a checklist of ending criteria for your project

1 hour Step 10: How can you identify the lessons you've learned when a project has gone well?

images  Use the appreciative inquiry review technique with your group, focusing on previous projects

images  Gather lessons learned to use for future projects

 

Note: If you have leadership training available at your company, you can spend less time on Step 5 if you simply discuss the training that's already occurred.?

TABLE A.3

Six-Session Meeting or Webinar

This agenda addresses all 10 steps. Between sessions, each participant will apply to her or his own projects the techniques learned in the preceding sessions.

Time to Complete Topic Participant Practice
Session 1    
 15 minutes Introduce project management

images  Do the Signature Mini-Project (use the optional project objective if this session is a webinar)

15 minutes Step 1 : Is it a project or a task?

images  Share something on your to-do list that has been on there forever and probably is a project rather than a task

1 hour Step 2: What are the business objectives?

images  List all the business objectives for your project; share these objectives with one other person and improve your list

Session 2    
 1.5 hours Step 3: What are the project objectives and scope?

images  Draw a scope diagram for your project; share it with others and improve it

images  Build a complete list of project objectives; share the objectives with others and improve your list

Session 3    
  1 hour Step 4: What are the project's risks and constraints?

images  Perform a quick-and-dirty risk assessment

images  Complete a risk scenario document for your project

images  Build a constraints diagram

30 minutes Step 5: What leadership skills do project managers need?

images  Complete worksheet 5.1 to assess your project management leadership ability

images  Discuss what leadership tasks are most difficult to perform

Session 4    
 1.5 hours Step 6: How should the tasks and resources be scheduled?

images  Build a critical path diagram for your project

Session 5    
  1 hour Step 7: What kind of tracking log is best when the project is small or medium-size?

images  Convert the critical path diagram you created for your project into a project tracking spreadsheet that tracks by dates instead of tasks

30 minutes Step 8: How can conflict and chaos be managed?

images  Discuss real conflict situations and negotiations that have occurred on other projects

images  Build checklists for success

Session 6    
 30 minutes Step 9: How do you know when the project is finished?

images  Create a checklist of ending criteria for your project

1 hour Step 10: How can you identify the lessons you've learned when a project has gone well?

images  Use the appreciative inquiry review technique with your group, focusing on previous projects

images  Gather lessons learned to use for future projects

 

Note: If you have leadership training available at your company, you can spend less time on Step 5 by simply discussing the training that's already occurred.

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