Category Archives: Leadership

Wait for the Bullet or Fall on the Sword?

In a prior post I covered a real-life scenario resulting from the lack of project management and how it was remedied. As promised, I’ll now share how we “peeled the customer off the ceiling” which became necessary as a result of our causing significant impact to their business.

Preparation for a client meeting of this nature is absolutely critical. This includes identifying the goals and objectives, key topics and who will cover each. In this particular situation, it became necessary to document the chronology of events to demonstrate to the client that we completely understood what happened. After extracting this information from the personnel involved in the incident, we were ready. A few of us put on our suits and went to visit the client.

The opening moments of a meeting such as this are the most crucial. After introductions, my opening went something like this:

The reason we are here is because we caused significant impact to your business, probably more significant than we realize. I am here to tell you that I take 100% responsibility and commit to you that it will not happen again. What we’d like to do is provide a walk-through of what happened, our key learns and what we’ve done to ensure that this will not happen again. Will that work for you?

The client went with my lead, and we had a VERY cordial and productive meeting. I didn’t realize the impact of this approach until many days later…

The IT person of this client company, who was in the above meeting, was on the phone with one of my customer service staff members and commented: “My boss was ready to rip your boss a new one. Because he came right out and said “we screwed up” and took full accountability, all the venom that had built up immediately evaporated.

Yes, this is an example of the best possible outcome, but I assure you that taking this approach consistently provides significant benefits:

  • You will ease tensions in even the toughest situations of this nature. Clients (reasonable ones at least) know that “stuff” happens. They simply want to be assured that you understand the impact to their business and the details of what actually happened. And, that learns from the experience were taken into account to put things in place to ensure that there will not be a recurrence of a similar nature.
  • The client’s confidence in you/your firm will increase because you are willing to stand up and confirm a mistake was made and that you aren’t one to make excuses or point fingers.
  • Finally, your support team will respect you for standing up to “take the heat” (even when you didn’t have a thing to do with the mishap), providing “air support” which will enable them to focus on what they do best (the “technical stuff”).

In summary, the lesson learned is to be proactively humble and vulnerable: never defensive. If I would have walked into the client on the defensive I would have taken a bullet in the head. Instead, I elected to fall on my sword. By self-inflicting the pain and criticism, I created a more constructive environment that encouraged the client to move forward with positive dialog and actions.

And, finally, a recommended reading that can help in this regard:

HTWFAIF

A Skill to Raise The Bridge and Avoid a Crash and Burn

Want to know of another foundational skill that can serve to catapult your career (raise your income) to the next level? A skill that is applicable regardless of industry and the role you play? And, one that just might help you avoid a serious crash and burn?

The skill is: Project Management.

Before we begin, let’s acknowledge a few of the excuses I’ve heard when encouraging people to develop this skill: “That is for people in IT (Information Technology).” Or, “That is a skill for someone at a higher level than I.” Or, “My boss hasn’t assigned me a project and hasn’t suggested I develop this skill, so I guess it isn’t necessary for me.” Wrong, wrong and wrong again!

Bottom-line: Project Management is for ANYONE who must get stuff done with and through other people. If you’d like to elevate your career beyond the level of transaction processing, or the management of status quo, then developing this skill is critically important: to create leverage in your career.

Let’s start by answering the question: What is a project? For this, I’ll reference the authority’s (PMI – Project Management Institute) definition which states:

It’s a temporary group activity designed to produce a unique product, service or result.

A project is temporary in that it has a defined beginning and end in time, and therefore defined scope and resources.

And a project is unique in that it is not a routine operation, but a specific set of operations designed to accomplish a singular goal. So a project team often includes people who don’t usually work together – sometimes from different organizations and across multiple geographies.

The development of software for an improved business process, the construction of a building or bridge, the relief effort after a natural disaster, the expansion of sales into a new geographic market — all are projects.

And all must be expertly managed to deliver the on-time, on-budget results, learning and integration that organizations need. ~ Project Management Institute

And, therefore, “Project Management” is, per PMI’s definition:

The application of knowledge, skills and techniques to execute projects effectively and efficiently. It’s a strategic competency for organizations, enabling them to tie project results to business goals — and thus, better compete in their markets. ~ Project Management Institute

Another common objection I’ve heard when reinforcing the need for Project Management (PM) is “I don’t manage anything BIG enough to warrant putting together a project plan or team. So, Project Management isn’t necessary for what I do.”

Certainly, there are Projects with a big “P” (those involving numerous people, many months of activity, significant budget and risk) and projects with a little “p” (small projects involving a few people and perhaps only a few hours of work).

Let’s illustrate the point of how important PM is, even for small projects. One of the worst crash and burns experienced under my watch was when I was VP of Customer Care for an Internet Services Provider. On my team were people who managed large account relationships. Our company needed to perform an upgrade to a customer’s solution (a company most of you have heard of). This upgrade involved 3-4 people making a handful of tweaks to the customer’s computing environment over the course of a weekend. It was supposed to be simple, risk free and transparent.

It was anything BUT risk free and transparent. In fact, it was a (painful) comedy of errors, going “something” like this. Person A did what they were supposed to do. Person B wasn’t aware of the completion of the prior task and therefore didn’t do their step, and Person C completed their task. Nobody confirmed the completion of the various tasks or spoke with the customer. Monday morning arrives and the customer was ON FIRE with indignation as their site was still down – during the last business day of the month!

How could this happen? There was no project plan. Just a few well-meaning people who thought they were doing the right thing.

In a future post I “may” share the interpersonal exchange necessary to peel the customer off the ceiling. For this post, I’ll share the SIMPLE approach we took to tackle this project the very next weekend. In summary, we:

  • Brought together the 3-4 people involved in the activity.
  • Listed each step that had to be taken, by whom and when.
  • Listed each stakeholder on the project and their 24×7 contact information.
  • Identified the “overseer” (a.k.a. Project Manager) who would monitor the steps, ensure timely completion and effective communications took place amongst all parties (including the customer).
  • Documented all of this in an MS Excel spreadsheet. If I recall, there were less than 15 lines on this rudimentary project plan.

The result, the activity was performed FLAWLESSLY and transparently the following weekend – without incident.

If sound Project Management can benefit such a “small project”, one that took less than 5 hours to complete, it becomes exponentially more important for anything larger.

There are many resources available to develop this skill. If you’d like a quick primer on Project Management, checkout the following:

download

To take things to the next level, visit PMI’s website to locate a chapter near you. They provide PM training, resources and, if you really want a clear point of differentiation on your resume, multiple levels of certification.

As you begin taking on medium to larger-sized projects it will be important to use a comprehensive PM tool such as MS Project. If you don’t have the budget for MS Project (it costs hundreds of dollars) there are free (cloud-based) tools such as Asana which I’ve heard good things about.

As a reminder, PM is but one of a few critical skills that, when developed in conjunction with other foundational skills, can make a big (HUGE) difference in your career. The other foundational / complementary skills (which I’ve previously written about) are:

  • Time Management – To be an effective Project Manager you will need to first demonstrate that YOU are someone who does what you say you will do, when you say you will do it. And, that you are ALWAYS on time. If you aren’t there yet, your efforts to manage someone else’s time will be futile.
  • Interpersonal Management – To define and manage a project requires that you effectively engage and interact with others. I once checked a reference on a PM candidate I was considering. His prior boss said: “This guy is an outstanding PM. He will definitely get the job done. The ONLY issue is that he will leave behind a scorched earth.” I didn’t hire this guy. I want someone with the skills to build relationships to get this (and the next) project done in a way that everyone feels good about; not run over and/or completely burned out by.
  • Public Speaking – While managing a project you will often find yourself leading group discussions (of 3 or 33); in front of your project team or the project’s steering committee. It therefore is important for you to demonstrate competency in this regard.

In closing, Project Management, and the other critical skills mentioned above, are not rocket science. Far from it. Yet, they ARE valuable and applicable to any industry regardless of the role you play. Develop them in concert and you will become an extremely powerful, sought-after and indispensable resource. Sounds like a person who would be pretty secure in their employability, doesn’t it?

You can wait for your boss to push you into developing these skills, proactively ask your manager to invest in your training or you can do it yourself (by funding out-of-pocket). Bottom-line: These skills will serve to catapult you in your career! Go for it, don’t wait; you will NOT be sorry!

The $25,000 Idea!

Want an idea that will significantly boost your productivity on and off the job, that a man was once paid $25,000 for? And, an approach that can help create balance in your life so you can enjoy dinner with your family “most” evenings?

What is amazing about this (true) story is the fact that it originates from the early 1900’s! So, in today’s terms this $25k idea is worth SO MUCH MORE! Yet, it is just as applicable now as it was back then.

As described in previous posts, we can make excellent use of our time by converting our vehicle into a University on Wheels. One of my favorite authors to listen to is Earl Nightingale, who presents this $25k idea in several of his programs.

In a nutshell, the $25k idea is this:

Write down the six most important things you have to do. Then number them in the order of their importance. And tomorrow morning, go to work on number one. Stay with it till it’s successfully completed, and then move on to number two, and so on. When you’ve finished with all six, get another piece of paper and repeat the process. You’ll be astonished and delighted at the order it brings into your life and at the rate of speed with which you’ll be able to accomplish the things that need doing in the order of their importance. This simple but tremendously effective method will take all the confusion out of your life. You’ll never find yourself running around in circles wondering what to do next. ~ Earl Nightingale

Quite a simple method that we ALL can apply and benefit from. Yes, “life happens” and things may not always be that simple. The original / complete text of this story provides additional details and nuances on this method. If you’d like to learn more feel free to click here (more free info!).

We all have experienced the feeling (called stress) that we have “way more to do” in a day than there is available time. I have found that when I spend a few moments at the beginning of each day applying the above method I am able to get the “most important” things done towards the accomplishment of my goals and objectives. And, I have time left over (most days) to spend precious time with family and friends.

Another relevant quote from a contemporary personal effectiveness coach is:

Every minute you spend in planning, saves 10 minutes in execution.” ~ Brian Tracy

That is a 10-fold return on our time!!!

If you feel you need to continue putting in an increasing number of hours every day, just to keep up, stop what you are doing RIGHT NOW and give this method a try. The alternative: burn-out.

Hope you find the $25k idea as effective for you as it has been for me!