an established functional organization. Such a practice has to be done with a great deal of study. The project has to be compatible with the functional organization Project as a part of the Organization ADVANTAGE of having functional organization as the administrative home. Flexibility Utilize experts between projects Specialists will group and share knowledge Structure provides technical continuity Provides opportunity for professional growth DISADVANTAGES The client may not be the control focus Not usually a problem oriented group Responsibility is not focused The project has to Fit In Usually several layers of management to go through Projects often get suboptimized Service on a project by a technical person may be viewed as a road block to growth No Holistic approach SELF CONTAINED UNIT Pure Project 1. PM has full line of authority but reports at some very high level in the parent organization 2. Only one OK required to get action 3. Communication is improved 4. Team of Experts The Lockheed experience 5. Ability to make swift decisions 6. Unity of command 7. Organization is usually pure and simple 8. Focus is on the whole project 9. Flexible Disadvantage of Self Contained Project 1. Over staffing 2. J ust in Case hiring 3. The depth of technical knowledge from a department can be lost 4. Company policy and corner cutting is quite prevalent 5. We - They identities develop 6. People worry about life after the project ends! Matrix Organization Combination of pure project and organization based Program Manager Research Manufacturing Engineering Project A Project B Project C Advantage 1. Project Mgr. is responsible (Time, Cost, Spec.) 2. Reduces duplication of people 3. Less anxiety 4. Response to client needs is rapid 5. Policies, practices and procedures tend to be preserved 6. More balanced and responsible approach to resource management 7. Project Managers might not always have full control Matrix Organization 1. Balance of power is delicate and people move slower 2. Project must be monitored as a set 3. Project resist death 4. The project manager must negotiate everything 5. Project managers share workers: 6. Project workers have more than one boss The Mixed Organization Project that lives within an organization but is independent of the organization Selecting An Organizational Form 1. Define Project a. Statement of objectives b. Node diagram 2. Determine key tasks Understand functional requirements 3. Arrange key task by sequence and decompose into work packages 4. Determine which project subsystems are required to carry out the work package 5. List any special characteristics and assumptions associated with the project especially problems and technical requests. 6. Studying the pros and cons of each structure : select a form ASSEMBLE THE PROJ ECT TEAM AND SET PROJ ECT GOALS The management support system. The core team. The data sources. The activity support people. Team Building The effectiveness of a team is affected by its size Small teams are appropriate when responsiveness and prompt action are required. Large teams are useful for a widespread information base, inclusion and participation Barriers To Team Building The work environment Level of member commitment Communication skills of the project manager Upper Level management is not supportive of the effort Team Efficiency J ust as in a mechanical system to achieve high levels of efficiency we must carefully design our system (team). The research on team building indicates that in order to achieve high levels of team efficiency we must avoid: 1. Matrix based frictions, 2.poor communications 3. Poor coordination of the efforts of the team Matrix Based Friction A major source of matrix based friction is when a project is highly dependent on temporary borrowed staff leading to a lack of staff continuity. Lack of control over project staff and material resources often leads to delays and added efforts to acquire the necessary resources Poor Communication Communicating information effectively to team members is vital to a projects success. Planning is vital to keeping the number of communication channels to a minimum. A two member team has the potential for one communication channel, a three member team three channels, a four person team six channels, a twenty member team 190 channels The project manager must work hard to keep the information freely flowing along the channels Coordination Project managers must integrate the pieces of their projects, bringing the output from various subtasks together in a timely fashion to achieve the goals of the project. The extent to which a project manager is an effective systems integrator will play a significant role in determining the success of a project. Team Structures Organizational architectures by David Nadler There is no one configuration that fits the needs of every project. Many variables have to be examined when developing a team structure. Project Size Will staff be permanent Technical nature of the work Corporate culture(attitude towards projects) Team members personality Team Structures Task assignment approach: The team is structured so that it closely resembles the deliverables. - Organizationally simple since we assign staff to each deliverable and hold them accountable. - This form allows simultaneous work on the tasks if they are independent. - Easy for new staff members to understand their role and responsibility Team Structures Specialty Team Structure; This team structure is similar to the matrix organization we discussed earlier. The main difference is that the team members are specialists but reside in the project. Decision making shifts substantially from the project managers to team members. Team Structures Leaderless Team Structure: Originally recommended by Gerald Weinberg in the text The Psychology of Computer programming. The objective of this structure is to eliminate the negative effects of team members with big egos. This structure places all members of the team at the same level of decision making and when properly implemented results in a truly collaborative team environment To be successful these teams require continuity in team membership This structure seems to work effectively on state of the art ill defined projects such as R&D work Surgical Team Structure The Mythical Man-Month byFrederick Brooks Sometimes called the chief programmer model. A highly skilled specialist is the center of the team (the surgeon). All other members of the team strive to eliminate any distractions that might get in the way of the skilled specialists work (nurses, anesthesiologist, scrubs) This structure addresses the issues of integration since the output flows from one individual. Duplication of effort is eliminated. Team Identity Creating a sense of responsibility to each other and team cohesion is very important if we are to achieve the desired levels of efficiency. J . Davidson Frame in his text Managing Projects In Organizations suggests that team building efforts should focus on three things: - Making the team tangible -Building a reward system - building team spirit through the personal touch Making The team Tangible Effective use of meetings: Providing participants with a sense of their importance to the project. Kick Off meeting recognizes the existence of the team. Status Review meetings helps to reaffirm each team members commitment to the project Making The team Tangible Co-location of the team members in a common space Creation of a war room Team Logo Anything that makes the team standout (mugs, hats, t shirts) Building a reward system The project manager must develop a number of rewards: Letters of recommendation Public Recognition J ob Assignments Flexible work schedule New Equipment The Personal Touch Team identity is enhanced when the project manager establishes a good one on one relationship with the team; Project managers should be : Supportive of team members Provide clear explanations of expectations Learn something about the team members Be accessible Team Effectiveness From Management of Technology by H. Thamian Work and Team structure Communications and control Team leadership Attitudes and Values Work and team structures Team participants involved in project definition Team Structure and responsibilities change as needed Team leadership evolves based on expertise and trust Minimal dependency on procedures and politics Communication and Control Effective cross-functional channels, linkages Ability to seek out and process information Effective group decision making and consensus Clear sense of purpose and direction Self-control, accountability, and ownership Control is stimulated by visibility, recognition, accomplishments, autonomy Team Leadership Minimal hierarchy in member status and position Internal team leadership based on situational expertise, trust, and need Clear management goals, direction, and support Inspires and encourages Attitudes and Values Members are committed to established objectives and plans Shared goals, values and project ownership High involvement, energy, work interest, need for achievement, pride, self- motivated Capacity for conflict resolution and resource sharing Attitudes and Values, contd Team building and self-development Risk sharing, mutual trust and support Innovative behavior Flexibility and willingness to change High morale and team spirit High commitment to established project goals Continuous improvement of work process, efficiency, quality Ability to stretch beyond agreed-on objectives Effective Team Management Early Project life cycle team involvement Develop infrastructure conducive to technology transfer and cross functional teamwork Define information interfaces, task responsibilities, reporting structure communications channels and work protocols Effective Team Management Develop interfaces with support organizations: product assurance, legal services outside contractors Staff and organize the project team Make project goals and mission objectives standout through visible management support Build a high performance image Effective Team Management Build commitment through conflict reduction and the reduction of negative views Manage conflict and problems Conduct Team Building Exercises Convey a concern for the well being of the team members Foster a culture of continuous support and involvement (be there) SET A CLEAR PROJ ECT GOAL Having a clear goal and being able to state it to others is of paramount importance. Goals provide direction A clearly stated goal statement should conjure up a vision of the final product in the mind of the reader. A goal statement will: -- Focus the team on target -- Create commitment and agreement Goal clarification is an iterative process A good way to capture a project goal is in terms of a projects results Take the user or customer perspective or point of view A goal should be so clear that anyone in the same field or market can read your goal statement and understand what you are trying to produce. To the extent possible, a goal should be measurable. Sometimes the measures are very crude, but still they allow the team members to measure how close they are to their target expressed in terms of requirements. Buy in or agreement must exist. Project goals must be realistic -- Timing -- Cost -- Technology -- Consistent with company goals Always write the goal down and distribute it. Constant reminding of what we are trying to accomplish is in order. Keep the goal squarely in front of the project team Focusing on the goal improves communication Focusing on the goal reduces confusion Focusing on the goal allows stepwise comparison of actual progress against desired progress. DEVELOP MASTER PLAN FOR THE SYSTEM Write a WBS Establish responsibility Build a schedule GET THE PLAN ON PAPER Prepare are estimate of schedule Estimate overall resource requirements. Prepare activity chart. WRITING A WORK BREAKDOWN STRUCTURE It is not enough to have goals and objectives; You need to know the tasks that will have to be accomplished to achieve the goals, milestones, concurrence relationships, and time estimates. The development of a project work breakdown structure will provide the vehicle for arriving at well defined project tasks, schedules, and milestones. The work breakdown structure is very often likened to a Gozinto chart or a hierarchical bill of materials. The WBS subdivides the project into hierarchical tasks or work packages. It is essentially a collection of work units each of which is relatively short and has clearly defined beginning and ending points (activities). EXAMPLE Bid Inventory Project 1.0 Introduction to Program 1.1 Attend Bidders Meeting 2.0 Understand Problems 2.1 Secure Proposal Request (RFP) 2.2 Study Proposal Request 2.3 Allocate work on understanding request 2.4 Identify due dates for individuals to report findings 3.0 Write Preliminary Draft Proposal 3.1 Allocate tasks 3.1.1 Define subtask for writing 3.2 Define due dates 3.3 Define Review cycle 3.3.1 Establish reviewers names 3.4 Develop schedule 4.0 Write final project proposal 4.1 Read and review committee work 4.2 Clean-up all minor errors 4.3 Word process and place in cover 5.0 Submit proposal to agency The element of a WBS should be defined according to the following criteria: Each element of a WBS must be of such a duration that responsibility can be assigned to it. Each element must be defined clearly enough that it can be assigned as one of the many jobs that the team must perform. The individual elements of the WBS should be selected to be budgetable in terms of money, labor hours and relevant resources. The WBS is the single instrument that can be used easily to illustrate how each piece of a project is tied to the whole in terms of performance responsibility, budgeting, and scheduling. A general set of steps to follow when preparing a WBS is as follows. 1. Utilizing the personnel who will perform the tasks, break the work units into finer levels of detail. Work very hard at obtaining definitions (clearly stating beginning and ending points) for all meaningful tasks. Tasks can only be considered to be well defined when they can be individually planned, scheduled, budgeted, monitored and controlled. 2. For each such work element: A. Write a work statement that includes the inputs, end results, contract stipulations, unique activities, and references. B. Identify all people, vendors, and subcontractors involved. C. Clearly define the product (end item) of the activity such as: Reports, Design Specs, Hardware, etc. D. Identify the resources needed, possible tradeoffs and cost estimates. Resources at this level will be equipment, materials, facilities, support functions, etc. The accounting numbers will need to be established. E. Generate a list of personnel and organizations responsible for each task. A linear responsibility matrix is very helpful for interrelating tasks, people and organizations. This chart shows who is responsible for what. The PM can use a responsibility chart to gain a clear understanding of who can approve of what and who must report to whom. The linear responsibility chart can take on at least 20 different formats. 3. Once the WBS budget and time estimates are documented they must be reviewed by the people and organizations who will have the responsibility for the work first and then by the whole team. The review process is not a trivial exercise; it assures that the most significant issues surface and are dealt with in an appropriate fashion. (conflicts often result) 4. After approval the WBS should be aggregated with regard to budgets, schedules, and responsibilities. 5. After aggregation up through the schedule hierarchy a project summary budget must be created. The total project budget will consist of four major categories of cost: A. Director cost- straight from WBS A. Indirect cost Including general and administrative costs: usually Formula driven (derived) A. Project specific cost Historically derived D. Contingency reserve Company policy 6. A Master plan or master schedule with appropriate milestones (evens) should be created for planning and sales purposes. The graphic display of this plan can be the key to maintaining schedules and budget. 7. Correlate WBS with project plan to be certain of feasible sets of requirements. 8. Establish a method for comparing the actual values of time, money, and resources to the planned values. (Charting techniques or graphical displays). 9. Make adjustments to schedules and resources as the requirements surface during project implementations. The networking tools will allow this work to be automated or at least supported by computer implementation. The above steps will be required in nearly every project management exercise. The degree of detail required at each step will change from project to project. The linear responsibility chart is most useful in identifying the interface points between various organizations and groups that will be required to work with each other on a project. To gain a clear understanding of the interdependency among various groups an organizational overlay can be created. Graphical images of how individual groups will be required to pass data or product are very useful in preventing misunderstanding and making the correct task assignments. Block plans with data flows or function diagrams show the interface points. Graphically illustrate the project and task overlaps There are two commonly accepted methods for drawing a project or illustrating how the pieces of a project fit together Bar Charts Network Diagrams These graphical illustrations allow us to speculate on what if types of questions.