Showing posts with label Monitoring. Show all posts
Showing posts with label Monitoring. Show all posts

Monday, December 31, 2012

The Project Manager’s Cycle – Redux

“What does a project manager do?  What value do I add to your project?  It’s true that I don’t contribute directly to the product or service for which the project exists.  However, if I’m doing my job well, then I add significantly to the productivity and value of the team by improving communications, eliciting priorities, and focusing the team on the key deliverables.  Further, I am your agent, seeing that we perform to plan and communicating back when we diverge from it.”

Note:  I originally wrote this in April/May 2011 and it was intended to be the final post in The Project Manager's Cycle series, but on reviewing my archives today I realized that I never published it.  My apologies... and here it (finally) is.

The Project Manager’s Cycle includes these activities:
A baker’s dozen posts on the core project management elements of monitoring and controlling a project.  This series on The Project Manager’s Cycle been a pleasure to write and has also been beneficial for me.  I developed the outline of the series several years ago, but this journey required that I really flesh out the details, relationships, and components.  I appreciate all of my reader (yes, that would be you) who stayed with me through this.
A picture is worth a few words, it’s said, so I’ve tried to rough out the series in a diagram.  If I ever figure out how to make it available as a download, I’ll enable that.  In the meantime, leave a post or drop me an email and I’ll reply with a full-size PDF of version 1.0 of the diagram.  Next time I’m feeling ambitious, I’ll add the inputs and outputs, though I’m concerned that will make the diagram too busy.

We stepped on the ferris wheel together in January to start this ride.  We’ve gone around the cycle and now it’s time for us to step off.
What of this series has been the most beneficial to you?  Where have I not been clear and need to expand or improve the discussion?

Thursday, October 6, 2011

Percent Complete – The Seven-percent Solution

He raised his eyes languidly from the old black-letter volume which he had opened. "It is cocaine," he said, -- "a seven-percent solution. Would you care to try it?"
- Sherlock Holmes, in "The Sign of the Four"

In my previous post I extolled the virtues of ETC for estimating remaining work on a task.  But percent complete is so much more frequently used, it must have some virtues.  So, yes, it has the virtue of being easy.  Easy to calculate or easy to get a task owner to report.  So easy that it is addictive.  Yet the accuracy is so bad as to make it worthless.  Further it reinforces the wrong behavior on the task owner.
Most popular project management tools will calculate percent complete for you.  Depending on the task type, the tool can calculate percent complete on duration or work.  These calculations offer no predictive value, so they offer nothing to the PM as an early warning indicator.
Another way to get percent complete is very effective for tangible work.  Percent complete originated in the construction industry and it’s pretty easy for the foreman to walk around and see how complete a job is just from looking at the framing, siding or flooring.  So percent complete might also work acceptably with testing, if you carefully track total number of test cases and number of test cases executed.  But this doesn’t work for most software development tasks.
Alternately, the PM can ask the task owner how far along they are.  But the software development literature is littered with examples of problems from this.  I’ll describe a few.  First is that it is subjective:  unlike ETC, there is no way to validate the estimate or know on what it is based.  The PM is entirely dependent on the good faith of the task owner to get a meaningful estimate.
Second, it can progress to successively larger numbers without converging.  Three weeks into a four week task, the owner might report being 80% complete.  Since it is ahead, this is good.  The next week, though, the report is 90%.  Now the task is behind.  At the end of the fifth week you are told it is 95% complete and the next week that it is 98% complete.  What you really want to know, though, is “When is it going to be done?”  And you really wanted to know that around the second or third week.
By knowing how much work (effort) has been put into the task and getting the ETC (work remaining), you would know the answer.
The most important reason, though, that percent complete fails as an early warning indicator is that it rewards bad behavior.  A programmer can get a task to the 80% or 90% state and feel good.  They may have put in 20 or 30 hours, but have a stumbling block removing that last almost inconsequential error that would allow them to declare it complete.  At that point, they can get a lot more satisfaction – positive reinforcement – by getting another task to the 80% or 90% state in the same amount of time that it will take to complete this task.
ETC works effectively because the reward scenario is exactly opposite.  If the task owner gets to that point where there are just a few hours remaining to complete the task, they can get a lot more satisfaction for completing the task rather than starting a new task and having multiple tasks with just a few hours remaining on them.
If you do have to use percent complete – and sometimes we just can’t avoid it – there is a best practice that alters the reward system.  Instead of allowing the task owner to estimate percent complete, use a rule-based system such as:
·         Before the task starts, it is zero percent complete
·         Once started, it is ten percent complete
·         If it is near completion, it is 50% complete
·         Only when it is complete complete does it get set to 100% complete
With this approach, task owners, from my experience, are much more likely to complete their tasks without letting them drag on indefinitely.  This may not be a 100% fix, but, with apologies to Arthur Conan Doyle, it is at least a seven percent solution.
Do you have any examples of good or bad early warning systems?

Tuesday, October 4, 2011

Ode to ETC – The Task Overrun Early Warning System

History is a vast early warning system.

                                                - Norman Cousins (15Apr1978)

Sometimes you have to use the tool you have available, whether it is any good or not.  So it is with getting task completion status as percent completes.  Much better though is using the best tool for the job.  This blog exists to share project management best practices, so today I extol the virtues of ETC.
As PMs, our job includes delivering a project according to plan, knowing when the project is off plan (and acting to get it back), and communicating status to stakeholders.  Other people – our project team mates – do the important work and we rely on them for the information to do our job.  To be successful, we need a tool that helps our team mates communicate that information and for us to receive it accurately.

The well-defined task is the starting point.  Knowing whether the task has not started, has started (is in progress), or is completed is beneficial.  It helps us with history, with past events, but doesn’t communicate enough about the future.  Looking back is easier and more comforting, but it’s not the most beneficial nor the most important activity.  The most important objective with task status is to look forward, to be able to determine that the task will progress to plan.  Only by looking forward effectively are we appropriately serving our stakeholders.
The best tool for tracking progress is Estimate to Complete (ETC).  ETC works best when tasks are estimated, scheduled and reported by effort (as they should be), but even with duration scheduling is still superior to other methods of communicating what remains to complete the task.  When you ask the task owner “How much more work is (or how many more hours are) required to complete this task,” it forces them to re-estimate the remaining work, but with the advantage of everything they’ve learned by progressing to the current state.  The values get progressively more reliable.  Further, as the task gets closer to completion and the ETC value gets smaller, the task owner has an incentive to complete the task (just to get it off their plate), as opposed to the negative incentive system with percent complete reporting (see my next post).

No predictive system works effectively if it is rule based.  That is, if the task was originally estimated at 40 hours and the owner has completed 24, they can’t satisfy the ETC just by reporting 16 hours to go;  that defeats the predictive value of the technique.  They have to actually re-estimate the remaining work, which could be more or less than 16.  Tip:  be very suspicious if a task owner just keeps reducing ETC by the number of hours worked on the task.
ETC, when used consistently and properly, is a PM’s best friend.  ETC is an early warning indicator into task delays, under-the-cover scope creep, or a task owner that may be over their head or not performing.  As an early warning indicator, ETC is much more reliable than other methods.

One thing I’ve found using ETC is the necessity to frequently reinforce that the task owner must re-estimate the task each week.  Do you have any examples of problems using ETC?

Monday, June 13, 2011

The Project Manager’s Cycle – Redux


“What does a project manager do?  What value do I add to your project?  It’s true that I don’t contribute directly to the product or service for which the project exists.  However, if I’m doing my job well, then I add significantly to the productivity and value of the team by improving communications, eliciting priorities, and focusing the team on the key deliverables.  Further, I am your agent, seeing that we perform to plan and communicating back when we diverge from it.”





The Project Manager’s Cycle includes these activities:
·         Validate the metrics
·         Validate task status
·         Reschedule/Replan
·         Develop earned value reports
·         Review commitments
·         Conduct project team meeting
A baker’s dozen posts on the core project management elements of monitoring and controlling a project.  This series on The Project Manager’s Cycle been a pleasure to write and has also been beneficial for me.  I developed the outline of the series several years ago, but this journey required that I really flesh out the details, relationships, and components.  I appreciate all of my reader (yes, that would be you) who stayed with me through this.
A picture is worth a few words, it’s said, so I’ve tried to rough out the series in a diagram.  If I ever figure out how to make it available as a download, I’ll enable that.  In the meantime, leave a post or drop me an email and I’ll reply with a full-size PDF of version 1.0 of the diagram.  Next time I’m feeling ambitious, I’ll add the inputs and outputs, though I’m concerned that will make the diagram too busy.
We stepped on the ferris wheel together in January to start this ride.  We’ve gone around the cycle and now it’s time for us to step off.
What of this series has been the most beneficial to you?  Where have I not been clear and need to expand or improve the discussion?

Monday, January 31, 2011

The Project Manager’s Cycle


“What does a project manager do?  What value do you add to my project?”
This begins a series of posts on The Project Manager’s Cycle.  That is, those activities the PM performs every reporting cycle – the Monitoring and Controlling activities of the PM.  I have always worked on a one week reporting cycle, but some environments operate on longer cycles, such as two week cycles and monthly cycles.  That said, I believe that the more frequently this cycle is repeated, the more consistent the results.
Since this set of activities is a circle – when the last step is completed, it starts over at the beginning – “beginning” and “end” are purely arbitrary.  I document the cycle as starting when the project performance metrics are posted (e.g., if team members have to post their hours by Friday afternoon, then the cycle starts when those results are available to me).  I have worked with MS Project with Sharepoint and EPM and Clarity (formerly Niku) Workbench.  I’ve also worked in environments where these metrics are just not available, which requires some flexibility.  Sometimes, you just have to make do.
The Project Manager’s Cycle includes these activities:
·         Validate the metrics
·         Validate task status
·         Incorporate approved change control
·         Reschedule/Replan
·         Check variances and progress/productivity
·         Communicate planned/expected resource utilization to resource managers
·         Develop earned value reports
·         Review risks and mitigation actions
·         Review issues and action items
·         Review commitments and action items
·         Conduct client/sponsor status meeting
·         Conduct project team meeting
·         Publish the project status report
This list doesn’t show dependencies.  Some of these activities can (and should) be conducted concurrently, while others are dependent on prior activities.  Over the next baker’s dozen posts (or so), I’ll go into detail on each of these Project Manager Cycle activities, including its importance, its dependencies, why I show them in this sequence, and the detail of what each activity includes.
Well, the ferris wheel is slowing down, ready to start loading new passengers.  I invite you to join me on this ride as we circle the cycle.