Be a Better Communicator

BeaBetterCommunicator

Good communication is the foundation that keeps your team moving forward. But as our communication options expand, our ability to match the method to the need sometimes becomes fuzzy. Here we’ve outlined the top 3 communication methods, along with dos and don’ts for each.

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E-mail and Instant Messaging

E-mail (along with IM and other social media platforms) has become a ubiquitous communication tool. Fast, efficient, archive-ready, and available on computers as well as mobile devices, we rely on it for much of our project-related communications. While e-mail has numerous advantages, some of the drawbacks include accumulating a huge volume of data—much of it less-than-critical and occasionally downright superfluous—very quickly. Resist the urge to fire off e-mails every time a thought enters your head. Instead, try to batch questions or consolidate information before creating a new message.

When to use: E-mail is a fantastic way to disseminate information quickly and to multiple recipients. It’s also good for those instances when you need a record of when data was sent and who received it.

When to avoid: When you’re upset—you might send something you later regret. Instead, take a step back and evaluate the situation objectively before hitting “send.” E-mail may also be a poor choice if you’re trying to convey delicate or unpleasant information. Your meaning or inflection could come through incorrectly, resulting in potentially confusing or even offending the recipient.

Phone

The sheer availability of phone service makes it the communication tool of choice for a huge number of people. It’s typically fast, reliable, and offers some of the advantages of in-person discussions without the formality of meetings and other scheduled events. Voicemail “phone tag” and the occasional inability to make it past a senior-level person’s gatekeeper sometimes make the phone far less efficient than other methods of communication. If you’re spending too much time following up on phone messages, it’s time to consider sending an e-mail or scheduling a meeting.

When to use: There are times when it’s quicker to pick up the phone and ask a question than it is to type out an e-mail or walk to someone’s office. It’s also a good tool to consider when you’ve already tried to communicate by e-mail but you don’t seem to be getting the information you need.

When to avoid: While the phone is just as good as—if not better than—face-to-face most of the time, it’s not always the right tool. Don’t use the phone for sensitive issues, such as counseling employees who are having performance problems.

Face-to-face

Talking with someone in person (which for our purposes may also include video or web conferencing) is a tried and true way to convey information, use others’ body language to finely target your message (especially helpful when “selling” a potential project to key stakeholders), and cut through the bottomless wormhole of question-and-answer that e-mail threads sometimes become. Watch out for meetings that don’t have agendas or clear objectives, as well as speakers who seem to talk forever without accomplishing anything. Keep your meetings relevant and concise, and distribute minutes quickly so you aren’t recapping over and over for folks who didn’t attend.

When to use: Face-to-face communications are powerful opportunities to convince, persuade, and connect. Key meetings and presentations should be conducted in person, as should all sensitive discussions (e.g., employee performance issues).

When to avoid: In-person communication often takes time, either to prepare for or to travel to. If you can receive or distribute information more quickly via e-mail or phone without compromising your message, then there’s no need to spend the time on face-to-face.

PMAlliance uses a team of highly experienced and certified professionals to provide project management consultingproject management training and project office development services.

PMO Spring Cleaning – Part 2

Spring Cleaning Part 2

Now that you’re in organizing mode, plan some time to tackle these other important housekeeping items that will help keep your team productive and efficient.

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Space management

Review your conferencing space. Is there enough of it? Do you have a workable selection of room sizes? Are the areas tidy, well-stocked, and comfortable enough for a day-long session? Does the equipment meet your needs? If you answered “no” to any question, contact your building services team to inquire about having wobbly table legs fixed, adding communication jacks, replacing too-small screens, and installing room dividers—whatever will make your team’s and your visitors’ meeting time more productive. You may not get everything you ask for, but do what you can before things get any busier.

Now evaluate your team’s work area—is it organized and efficient? Get rid of unused filing cabinets (you can get more later if you need them) and clear stray chairs out of hallways. You might also consider moving folks around if the team structure has changed or if functional groups will be shifting to support new projects.

Personnel management

Go through your team’s personnel records and make sure that any necessary forms—training documentation, copies of certifications, performance evaluations—are complete and filed per your organization’s HR policies. Missing items should be captured and added as soon as possible. This is also a good time to cull any old information that’s past its scheduled retention time or is no longer applicable.

Finally, create files for new positions you plan to add, as well as promotional opportunities that have been authorized for the coming year. By pulling this information together in a cohesive way, you can approach recruitment efforts and mentoring programs with clearly defined objectives, and work with HR to identify potential candidates early in the process.

PMAlliance uses a team of highly experienced and certified professionals to provide project management consultingproject management training and project office development services.

PMO Spring Cleaning

PMO Spring Cleaning

It isn’t quite spring yet, but the first quarter of the year often brings new budgets, updated staffing plans, and lists of recently approved projects for PMOs to tackle. Take the time now to clear out any old business, and your team will be ready to focus on the new stuff coming their way.

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Budgets

Closing out the budget paperwork for last year’s completed project roster should be a top priority, followed by preparing for the coming year’s workload. Distribute updated budget spreadsheets to your team to be sure everyone’s on the same page. Do you have projects carrying over from last year? Confirm that Accounting is aware of them and is ready to continue approving purchases and disbursing funds without interruption. Your team (and your vendors) will thank you.

Recordkeeping

Your organization’s document retention program kept your files tidy, right? If not, don’t despair—this is a good opportunity to whip things into shape. Schedule time to power through the stack of filing on your desk, return reference materials to your PMO’s central filing location, and create binders for new projects coming down the pipeline. If you have licenses or other renewals due, submit your paperwork early to beat the rush—there’s a good chance other companies in your area or industry will be filing at the same time.

Team-building

Get activities on the calendar for the next couple of quarters so you aren’t scrambling to find available time later. Focus your efforts on pulling the team together, strengthening communication pathways, cultivating leadership skills, and sharpening any areas that will be put to the test in the coming months. By scheduling these types of events early, you’ll also boost attendance—folks will have plenty of advance notice to ensure that trips and other activities don’t conflict with team-wide plans.

PMAlliance uses a team of highly experienced and certified professionals to provide project management consultingproject management training and project office development services.

Intelligence Gathering: Determining End User Needs

IntelligenceGathering

Part of preparing any project for success is pulling together accurate and complete information about objectives, deliverables, and expectations. Gathering this data as it relates to end user requirements can sometimes be tricky—conflicting opinions, competing priorities, lack of big picture awareness, and little or no influence over final budget approval can all hamper your efforts. Below are some tips to help you get the information you need, proactively spot potential problems, and deal with requests that you know aren’t going anywhere.

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Ask the right questions

Talk with users about what expectations they have both after the project is finished as well as while things are underway. Will they need accommodations in the interim? Have they put short-term solutions in place that will need to be removed? Ask about potential safety concerns along with the need for training on new equipment or processes. It’s also important to inquire about headcount plans. As you pose questions across the organization, be specific about needs and timeframes, and keep asking until you feel you have enough information to formulate a good plan. When you have a lot of users to manage, consider using a survey to gather the first large batch of information. You can then follow up with individual users to get additional clarification.

Talk to the right people

It’s likely that you’ll need to gather information from more than just end users. You may want to consult with functional experts, department managers, and your executive team for better high-level strategic direction and confirmation of long-term plans. Your end users, however, are usually your best source of information on day-to-day needs. As you make notes and record data, include the source for each piece of information—this will help you resolve any inconsistencies or conflicts later. If you have concerns about the information you’ve been given, check in with someone a level up in the organization.

Sidestep frivolous requests

As you talk with end users, it’s not uncommon to receive requests for things that your budget, resources, or corporate policy can’t support. How do you deal with these situations without putting yourself in an uncomfortable spot? The key is to be candid from the beginning. When you get a request that you know can’t or won’t be implemented, tell the requestor right away. Explain as honestly as you can why you aren’t including their request in your project plan, but never divulge sensitive information and be careful about discussing decisions that are still pending—you don’t want any miscommunications looming over your project. You might also encourage the requestor to take their idea to their manager (or yours). If either supports the request, then you can modify your project to include it.

Talk to the budget folks

Before you try to implement solutions to every end user need, it’s important to know how much funding you have available. If you end up with too many or competing requests, you can look to your budget to determine what you can do and what needs to be set aside.

PMAlliance uses a team of highly experienced and certified professionals to provide project management consultingproject management training and project office development services.

6 Ways to Protect Your PMO from Poaching

ProtectYourTeamfromPoaching

One pitfall of managing a high-functioning PMO is that there’s always someone who’d like to snatch away your best performers. How can you maintain a commitment to your team? We’ve put together a handful of tips to keep the grass on your side of the fence looking greener.

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1 – Focus on new skills. Employees who are learning new things and increasing their knowledge base will feel the pull of outside opportunities less than those who think they’ve maxed out what your team can teach them.

2 – Support ongoing education. Whether it’s a seminar to gain new expertise or a structured curriculum to earn additional degrees or certifications, high performers are constantly on the prowl for new learning opportunities. Help them find those opportunities within your PMO.

3 – Provide a career path. This can be challenging for senior level folks, but it’s not impossible. Career development is important to strong performers at every level—work closely with HR to provide team members with opportunities for career growth.

4 – Identify less-than-happy members. These folks are most at risk of leaving, and can also poison other people who may be on the fence. Identify what these members are interested in (specific expertise, managing larger projects, etc.) and do what you can to provide it.

5 – Work on leadership development. Managers within your PMO are your first line of defense, so take the time to ensure they have the right tools to keep their sub-groups motivated and moving forward. Consider formal classes as well as mentoring to help boost their skills.

6 – Continuously build on your PMO’s sense of team. People who feel connected to your organization—its industry, culture, mission—are much less likely to be receptive to overtures from other PMOs. Bolster that sense of connectedness.

PMAlliance uses a team of highly experienced and certified professionals to provide project management consultingproject management training and project office development services.