Project Sponsorship

There are multiple aspects that contribute to a successful project, for example the right people, proper planning, governance, clear roles and responsibilities, but to mention a few. You could argue all equally important but one of the most important aspects that are often overlooked is the position of the Project Sponsor.

In my experience, the Sponsor holds one of the most important roles in terms of project success or failure. An involved sponsor who really is vested in the success of the project, will bring drive and energy to the project at a senior executive level – especially needed when the going gets tough.

The Project Sponsor takes ownership for the project goals, provides overall direction for the project and is the owner of the final product/deliverable.

Project Sponsor – Definition

In PRINCE2 it is not a defined role. PRINCE2 separately defines the “Project Executive” and the “Senior User” – two of the three core elements of the Project Board. For simpler projects these roles may well be combined and this then aligns closely with the general usage of the term Project Sponsor.

The APM Body of Knowledge characterises the Project Sponsor as the individual for whom the project is undertaken and who is the primary risk taker. The Sponsor is a member of the Steering Group which provides strategic direction and will include senior managers and, sometimes, key stakeholders.

The PMI PMBOK Guide talks about project sponsors and project initiators: the project initiator authorises the initiation of a project and the project sponsor provides the financial resources, in cash or in kind for the project. Again, these roles may often be assumed by a single individual.

Who can be a Project Sponsor

It is unusual for Project Sponsors to be full time project professionals. It is more likely that they are drawn from the management team of the business – perhaps as an interested “user”. For major projects it may be the CEO or CIO which assumes the role of Sponsor. It is preferable that the individual brings relevant experience and wields the authority and organisational ability to make things happen.

A sponsor needs to be:

  • a business leader and decision-maker with the credibility to work across corporate and functional boundaries;
  • an enthusiastic advocate of the work and the change it brings about;
  • prepared to commit time and support to the role;
  • sufficiently experienced in P3 to judge if the work is being managed effectively and to challenge P3 managers where appropriate.

Project Sponsor vs Other Project Roles

Project Sponsor vs. Project Owner

The project sponsor is a person.  The project owner is the organization that performs the project and receives its deliverables.  Normally the project sponsor is employed by the project owner organisation.

Project Sponsor vs. Project Manager

The project sponsor is one (and only one) level above the project manager.  While the project manager is responsible for the day to day operations of the project, the project sponsor seeks to promote the project to keep it high on the priority list, ensures the resources are in place to perform the project, and approves changes to the project.

Project Sponsor Project Manager
Day to Day management of project work No Yes
Project Deliverables Accepts Produces
Funding Approves Requests

The two main differences between project sponsorship and project management 

    1. Project sponsorship includes the identification and definition of the project whereas project management is concerned with delivering a project that is already defined, if only quite loosely.
    2. The project sponsor is responsible for the project’s business case and should not hesitate to recommend cancellation of the project if the business case no longer justifies the project.

Quick look at Other Project Roles:

    • Project Manager:  Responsible for the day to day project work, keeping the project on schedule and budget.  They report to the Project Sponsor.
    • Project Team:  The people who perform the technical project work and produce the deliverables.  They report to the project manager.
    • Customers/Users:  The people who use the project deliverables to improve their lives or work.  They are sometimes involved directly within the project in the form of focus groups or test subjects.
    • Vendors:  The people and organizations the project procures to provide products and/or services to fill technical gaps in the project team’s knowledge or ability, or to enhance the quality of the final product.
    • Business Partners:  The people or organizations that the project owner partners with to fulfill a specific role like installation, training or support.
    • Functional Managers:  The managers of technical groups (departments) within the owner organization, who often supply technical expertise to the project.
    • External Stakeholders:  Most project have stakeholders who are affected by the project, like government regulatory agencies, adjacent landowners, and the like.

Sponsor Responsibilities

The role of project sponsor is critical to ensuring the success of projects – therefore, when initiating a new project, you need to define the project sponsor taking into account the importance of project sponsorship. A project sponsor is to be involved from project initiation to project end. They represent the business side of the project.  They were probably involved when the project was being conceived and advocated for its inception before a project manager was assigned.

Further the sponsor is critical to strategic planning, high project sustainability, and successful implementation of project objectives. The role of project sponsor covers the financial and organizational responsibilities and activities that are directed to quick and decisive governance of the project.

The project sponsor is one, and only one, level above the project manager.  They do not manage the day to day operations of the project but they ensure the resources are in place, promote the project, and hold overall responsibility for the project’s success.

A good sponsor performs different functions during the project life cycle, serving as mentor, catalyst, motivator, barrier buster, and boundary manager. Most of the sponsor responsibilities are covered below:

  • The sponsor is the link between the project manager and senior managers, lead negotiations to gain and ensure stakeholder consensus.
  • Champion/Promotion: The project sponsor is the best ‘project seller’ that champions the project thought the business. The sponsor promotes and defends the project in front of all other stakeholders. They are the project champion that attempts to keep the project at the highest priority within the organisation.
  • Informing:  They receive project status updates from the project manager and disseminate the information to the relevant executives.
  • Project Charter:  This document officially creates the project and assigns the project manager.  It falls directly within the project sponsor’s responsibility.
  • Authorisation: They authorise the project and assign the project manager. They approve the project management plan and are kept aware of how the project is managed.
  • Scoping:  They are generally responsible for determining the initial project scope, although the project manager is ultimately responsible for the official project scope within the project management plan.
  • Goals: The Sponsor should ensure that the business need is valid and correctly prioritised within the project.
  • Communication: Clearly communicate on aspects of the project with stakeholder groups and senior management.
  • Keeping to Schedule: The Sponsor is heavily involved in ensuring that the project is kept to the original schedule along with the Project Manager. In order to manage the schedule the Sponsor and Project Manager should meet frequently and review the timeline.
  • Changes: A project can experience changes at any time. The Sponsor needs to ensure that these changes are properly managed to ensure that they don’t have any negative impact on the project.
  • Resolve Risks & Issues: Some issues are out of the reach of the Project Manager such as decisions on changes and conflicting objectives. The Sponsor takes control of these issues and ensures that they are solved efficiently and effectively.
  • Support: The Project Manager needs consistent support during a project. The Sponsor is on hand to provide this support in the form of mentoring, coaching and leadership. The Sponsor also supports the Project Team especially in terms of scope clarification, progress management and guidance.
  • Reporting: Assistance for the PM with appraisal and reporting.
  • Funding: They are responsible for negotiations to ensure funding is in place and approving changes to the project budget.
  • Leadership: Provide direction and guidance for project empowerment, key business strategies and project initiatives.
  • ROI & Benefits: As owner of the business case, the project sponsor is responsible for qualifying and overseeing the delivery of the benefits (the benefits realisation) as well as to identify project critical success factors and approve deliverables.
  • Identify members of Steering Committee and chair these Steerco meetings.
  • Involve stakeholders in the project and maintain their ongoing commitment to the project through using communication strategies and project management planning methods
  • Receiving:  Evaluate the project’s success on completion – The project sponsor receives the project deliverables from the project manager, approves them, and integrates them into the owner organization.

According to the Project Management Institute (PMI), the project sponsor role can be broken into three parts: vision, governance and value or benefits realization. They break those down in the following way:

Vision

    • Makes sure the business case is valid and in step with the business propositio
    • Aligns project with business strategy, goals and objective
    • Stays informed of project events to keep project viable
    • Defines the criteria for project success and how it fits with the overall business

Governance

    • Ensures project is properly launched and initiated
    • Maintains organizational priorities throughout project
    • Offers support for project organization
    • Defines project roles and reporting structure
    • Acts as an escalation point for issues when something is beyond the project manager’s control
    • Gets financial resources
    • Decision-maker for progress and phases of project

Values & Benefits

    • Makes sure that risks and changes are managed
    • Helps to ensure control and review processes
    • Oversees delivery of project value
    • Evaluates status and progress
    • Approves deliverables
    • Helps with decision-making
    • Responsible for project quality throughout project phases

Common reasons why the Sponsor lets down the project:

Many organisations invest heavily in project management training but are blind to the benefits of having project leaders who truly understand how projects differ from other management activities. Business are letting a project down if the sponsor:

    • is reassignment in the organisation, or distraction by other priorities.
    • is micro managing which can disrupt project manager confidence and authority.
    • fails to understand the project process and responsibilities.

The chances are that if an inappropriate project sponsor has been chosen,

    • the effectiveness of the role is reduced,
    • the project is not funded sufficiently,
    • and the overall success of the project is likely to turn into failure.

In fact, any project which is initiated without an appropriate degree of executive sponsorship (executive sponsor) stands an high likelihood of failure.

Sponsorship: project, programme or portfolio

Project

The role of the project sponsor starts before the appointment of the project manager. It continues beyond project closure and the departure of the project manager. So the sponsorship role covers the whole project life cycle.

The project sponsorship role will often be taken by the programme manager where the project is part of a programme.

Programme

The scale of programmes will often require a sponsor to be supported by a group of senior managers who perform some sponsorship duties. However, ultimate accountability will lie with the programme sponsor.

The programme manager should also be a competent project sponsor and will often perform that role for some, or all, of the programme’s component projects.

Portfolio

Sponsorship of a portfolio of projects and programmes will be undertaken by a senior executive with the necessary status, credibility and authority. This may well be a main board member, or even the CEO of the organisation. The scale of a portfolio will require an extensive governance organisation. This may involve, for example, committees with the responsibility for investment decisions or management of change.

What a Project Sponsor Does In Each Phase

While sometimes a project sponsor is clearly engaged from the start and other times they are nowhere to be seen, the best project sponsor is fully engaged with every phase of the project.

Initiation Duties

Project sponsors are instrumental in selecting the project manager during the initiation phase, and then they give that project manager a clear mandate, context for the project and set the level of their authority.

Also, during the project initiation, the project sponsor makes sure the project is appropriate for the organization, offering input on the project charter and participates in the kick-off meeting. The sponsor helps with the decision making during this phase.

Planning Duties

For the planning phase, the project sponsor is checking to make sure the project plan is realistic and feasible. This accounts for time restrictions and whether or not the team is tasked with expectations they cannot meet.

The project sponsor can help resolve issues, too, if they’re beyond the scope of the project manager. If there are other projects in play, the project sponsor is making sure they’re all working together and not against each other.

Implementation Duties

For the implementation and control phases, the project sponsor should work with the project manager, but not overstep boundaries. The project sponsor evaluates the project’s actual progress against what was planned and provides feedback to the project manager as necessary.

Sponsors also help the project manager and team work more autonomously to solve issues as they arise, while making sure that processes are being followed. They identify underlying factors that might cause problems and celebrate completion of milestones.

Closing Duties

During the closing phase, the project sponsor is part of the post-mortem evaluation on performance and other aspects of the project. They make sure that handoffs and signoffs are done properly. Project sponsors help facilitate the discussion that decides whether a project was a success or failure.

Overall, a project sponsor helps to streamline communications. They create trust and collaboration and keep problems from escalating. In terms of issues, they set up the instrument to identify problems with schedule, cost and quality. In that sense, they’re also in charge of making sure risk management is successful. Finally, they also encourage record-keeping for historical data storage.

Project Retrospective

These meetings go by many names – lessons learned, postmortems, retrospectives, after-action reviews, wrap-ups, project “success” meetings. Regardless of what you call them, they all have the same goal and follow the same basic pattern.

Retrospective – looking back on or dealing with past events or situations oran exhibition or compilation showing the development of work over a period of time.

An Agile retrospective is a meeting that’s held at the end of an iteration (sprint) in an agile project. During the retrospective, the team reflects on what happened in the iteration (sprint) and identifies actions for improvement going forward.

The Project Retrospective dedicates time to reviewing a completed project and learning from both the successes and the failures so the team and organisation can improve how they work going forward.

The general purpose is to allow the team, as a group, to evaluate its past working cycle. In addition, it’s an important moment to gather feedback on what went well and what did not.

Classic questions answered in these meetings:

  • What did we set out to do?
  • What actually happened?
  • Why did it happen?
  • What are we going to do next time?

 

“We do not learn from experience … we learn from reflecting on experience.”; John Dewey

Retrospectives give a team time to reflect on what they learned.

 

The Process

The process for debriefing a project covers roughly the same topics as the quick after-action discussion.

  1. Review the Project
  2. What went well and did not
  3. How can we do it better next-time

Review the project

Start by reviewing the project facts: goals, timeline, budget, major events, and success metrics.

In order to come up with useful ideas that everyone can agree on, the team needs a shared understanding of the facts and insight into the parts of the project in which they may not have been involved.

It’s important not to skip or rush through this step, especially for larger projects. People will arrive at the retrospective ready to discuss and solve problems, often assuming they know everything they need to know about what happened. This is rarely true.

If you are reviewing a project as a team, that means it took many people with unique experiences to get to that point. This step ensures everyone gets all the facts straight before they try to solve problems they may only partially understand.

What went well and what did not

This is the heart of the meeting. Everyone shares what they learned during the project: both the good and the bad.

In my opinion, this is the most fun and most challenging part of the meeting. As the meeting leader, you have an enormous impact on the success of your retrospective by deciding which questions you’ll ask and how the team shares their answers.

How can we do it better next-time

Real change is the ultimate measure of a retrospective’s success. To ensure that your retrospective results in something actually getting better, you’ll end the meeting by creating a specific action plan for improvements.

GANTT Charts

A Gantt chart is a horizontal bar chart developed as a production control tool in 1917 by Henry L. Gantt, an American engineer and social scientist. Frequently used in project management, a Gantt chart provides a graphical illustration of a schedule that helps to plan, coordinate, and track specific tasks in a project.

Gantt charts may be simple versions created on graph paper or more complex automated versions created using project management applications such as Microsoft Project or Excel.

A Gantt chart is constructed with a horizontal axis representing the total time span of the project, broken down into increments (for example, days, weeks, or months) and a vertical axis representing the tasks that make up the project (for example, if the project is outfitting your computer with new software, the major tasks involved might be: conduct research, choose software, install software). Horizontal bars of varying lengths represent the sequences, timing, and time span for each task. Using the same example, you would put “conduct research” at the top of the verticle axis and draw a bar on the graph that represents the amount of time you expect to spend on the research, and then enter the other tasks below the first one and representative bars at the points in time when you expect to undertake them. The bar spans may overlap, as, for example, you may conduct research and choose software during the same time span. As the project progresses, secondary bars, arrowheads, or darkened bars may be added to indicate completed tasks, or the portions of tasks that have been completed. A vertical line is used to represent the report date.

Gantt charts give a clear illustration of project status, but one problem with them is that they don’t indicate task dependencies – you cannot tell how one task falling behind schedule affects other tasks. The PERT Chart, another popular project management charting method, is designed to do this. Automated Gantt charts store more information about tasks, such as the individuals assigned to specific tasks, and notes about the procedures. They also offer the benefit of being easy to change, which is helpful. Charts may be adjusted frequently to reflect the actual status of project tasks as, almost inevitably, they diverge from the original plan.

Also Read…

Management Communication Plan

PERT Charts

A PERT chart is a project management tool used to schedule, organize, and coordinate tasks within a project. PERT stands for Program Evaluation Review Technique, a methodology developed by the U.S. Navy in the 1950s to manage the Polaris submarine missile program. A similar methodology, the Critical Path Method (CPM) was developed for project management in the private sector at about the same time.

PERT Chart 1

A PERT chart presents a graphic illustration of a project as a network diagram consisting of numbered nodes (either circles or rectangles) representing events, or milestones in the project linked by labelled vectors (directional lines) representing tasks in the project. The direction of the arrows on the lines indicates the sequence of tasks. In the diagram, for example, the tasks between nodes 1, 2, 4, 8, 9 and 10 must be completed in sequence. These are called dependent or serial tasks. The tasks between nodes 2 and 3, and nodes 2 and 4 are not dependent on the completion of one to start the other and can be undertaken simultaneously. These tasks are called  parallel or concurrent tasks. Tasks that must be completed in sequence but that don’t require resources or completion time are considered to have event dependency. These are represented by dotted lines with arrows and are called dummy activities. For example, the dashed arrow linking nodes 6 and 9 indicates that the system files must be converted before the user test can take place, but that the resources and time required to prepare for the user test (writing the user manual and user training) are on another path. Numbers on the opposite sides of the vectors indicate the time allotted for the task.

The PERT chart is sometimes preferred over the Gantt Chart, another popular project management charting method, because it clearly illustrates task dependencies. On the other hand, the PERT chart can be much more difficult to interpret, especially on complex projects. Frequently, project managers use both techniques.

Also Read…

Management Communication Plan

Project Failure? How to Recover and/or Prevent…

Statistics indicate that 68% of all IT projects are bound to failure!

The PMI’s definition of a high-performing organisation, is a company that completes 80% or more projects on time, on budget, and meeting original goals. In a low-performing organization, only 60% or fewer projects hit the same marks.

Projects fail for all kinds of reasons:

  • Stakeholders can change their objectives
  • Key team members can leave for other companies
  • Budgets can disappear
  • Materials/Vendors can be delayed
  • Priorities can go un-managed
  • Running out of time
  • …and others

In this post:

> How to prevent project failure (with some statistics)

> How to recover a failing project

How to prevent project failure

Prevention is the best cure, so what can you do to prevent projects from failing? Here is some statistics…

  • Organisations that invest in proven project management practices waste 28 times less money because more of their strategic initiatives are completed successfully.
    Source: PMI’s Pulse of the Profession Survey, 2017.
  • 77% of high-performing organizations have actively-engaged project sponsors, while only 44% of low-performing organizations do.
    Source: PMI’s Pulse of the Profession Survey, 2017.
  • 46% of CIOs say that one of the main reasons IT projects fail is weak ownership.
    Source: The Harvey Nash/KPMG CIO Survey, 2017.
  • 33% of IT projects fail because senior management doesn’t get involved and requirements/scope change mid-way through the project.
    Source: A Replicated Survey of IT Software Project Failures by Khaled El Emam and A. Güneş Koru, 2008.
  • 78% of respondents feel that business is out of sync with project requirements and business stakeholders need to be more involved in the requirements process.
    Source: Doomed from the Start Industry Survey by Geneca, 2011.
  • 45% of the managers surveyed say business objectives are unclear to them.
    Source: Doomed from the Start Industry Survey by Geneca, 2011.
  • Companies that align their enterprise-wide PMO (project management office) to strategyhad 38% more projects meet original goals than those that did not. They also had 33% fewer projects deemed failures.
    Source: PMI’s Pulse of the Profession Survey, 2017.
  • 40% of CIOs say that some of the main reasons IT projects fail is an overly optimistic approach and unclear objectives.
    Souce: The Harvey Nash/KPMG CIO Survey, 2017.
  • Poor estimation during the planning phase continues to be the largest (32%) contributor to IT project failures.
    Source: PwC 15th Annual Global CEO Survey, 2012.
  • Projects with effective communication are almost twice as likely to successfully deliver project scope and meet quality standards than projects without effective communication (68% vs 32% and 66% vs 33%, respectively.)
    Source: PwC 15th Annual Global CEO Survey, 2012.

How to recover a failing project

These statistics show that the odds are not in your favour. It is inevitable that you will have to deal with a failing project or two, some time within your career… You could turn the odds in your favour by taking action in recovering failing projects.

Here are four steps you can use that could save a failing project — backed up by original research from GartneriSixSigmaPMI Project Zone CongressThe Institution of Engineering and Technology, and Government CIO MagazineFollow these four steps and salvage your failing project!

Step 1: Stop and Evaluate

Step 1 – Big action items:

  • Issue a “stop work” order
  • Talk with everyone

Metrics/Indicators: The right project Management Information (MI) should give you the needed early warning signs when things are not going according to plan and heading to failure. These signs should drive you to action, as rescuing a failing a project is not a task to be sneezed at. It takes planning, and the process can consume weeks of key resources time and effort.

People: To help ease the pain of stopping a project, work with the team members’ managers (resource owners) to identify and assign interim work. As people are your most important asset, it is important to keep them productively engaged while you are evaluating and re-planning your project recovery.

Project artefacts/deliverables: Make sure all the project artefacts and deliverables are safely stored where it cannot be tampered with for the interim period.

Communicate: (clear, concise, and concrete) – Communicate to your team why their project is on hold. Spend the needed time to learn as much as you can about each team member’s opinions of the project and of each other. Learning that their project will be put on hold will inevitably create distrust. Transparency and tailored messaging is the best way to mitigate bad feelings. See blog posts “Management Communication Plan” and  “Effective Leadership Communication

Project/Delivery Manager (You):Check your ego. Go to the major stakeholders and ask for anonymous feedback on their view of the overall project. When evaluating their responses, don’t forget to consider company culture and politics and how those factors may have played a role in forming the stakeholders’ opinions.

Step 2: Why your project is failing – Root causes

Step 2 – Big action items:

  • Establish allowable solutions for project rescue (including project termination)
  • Identify root causes of the problem
  • Identify risks to project continuation

Determine the root causes: Most times the cause of project problems is not immediately obvious. Even the best project managers — those with excellent project plans, appropriate budgets, and fantastic scope control — also struggle, on occasion, with project failure.

You’ll only get to the bottom of it by doing a Route Cause Analysis (RCA) and the “5 Why’s” technique can help with that. See “The 5 Whys for route cause analysis

Surface-level answers are often the temptation when project managers reach this step. They might focus on the complexity of their project, their outdated project management softwareor methodology, their unclear objectives or their stakeholders’ lack of involvement. All of these problems are so generic that they don’t provide enough insight to create real solutions.

Apply the “5 Whys” and be specific when answering these questions… i.e.

  • Why are objectives unclear?
  • Why aren’t users getting involved?
  • Why are the estimates wrong?

Of course, some of these answers may be hard to hear, and solutions can range from the challenging to impossible. Remember: if these issues could be easily remedied, they would have been addressed and resolved. Even simple problems — like a team member leaving — can take months to fix. Ask yourself: are you using the right technology for the job? Are your dependencies so external that project control is simply out of your hands?

If you’re still struggling to figure out where the root of your project failure is, consider these seven issues – the most common causes of project failure.

  • Complexity
  • External
  • Financial
  • Operational
  • Organizational
  • Schedule
  • Technology

Risk Assessment:What are the risks when trying to salvage the project? Are those risks worth it? Is the project salvageable? Answer these questions before moving on.

Step 3: War Room

Step 3 – Big action items:

  • Set up the war room
  • Re-engage stakeholders
  • Create a tentative plan to move forward

Okay, General!

Assemble the team, seat them all together, and work through a rescue workshop. You’re in the mentality of “kill” or “fix” you’re done fact finding, asking question for further research, or finding other excuses to delay the process. That should all have been done in step two. You’re focussed to figure out what to do with your project.

The “war room” will be intense – all members need to be prepared and the right mindset  of problem solving!

The decision-making process could take two hours or several days. All key decision makers must be present. As this is not always possible some executives may prefer to be called in as the meeting is nearing its end, where team members can present prepared options.

To get the most out of the workshop, conduct the meeting face to face (take the meeting offline). Try to limit the meeting to ten people, including the most important stakeholders (like the sponsors), project manager, senior team members including technical representative to give insight to plan feasibility.

The war room is serious business –  prepare for it. Create an agenda to go over findings, from quantitative reporting to team member interviews. Encourage pre-war-room collaboration (covering the outcomes of steps 1 and 2) toward the ideal shared result.

When you start the war room meeting, all project material should be readily available. That’s your fact base driving factual data driven assumptions and decisions.

Using the facts, the purpose of the war room, in essence, is to answer three deceptively complex questions:

  • Is the business case still valid?
  • If the business case is no longer valid, is there potential for a new, reimagined, justified business case?
  • (If so): Are the added costs for project rescue worth it?

Encourage your task force to focus on identifying the project’s primary drivers (i.e. business need/value, budget, schedule, scope, or quality). Ideally, there should only be one driver that controls the outcome of the project – this is usually the business need for the project’s deliverables.

Sometimes the primary driver is beyond repair. For example, if the core due date has passed and it was aligned with a market cycle (ex: Black Friday to Christmas), then the project is irremediable.

Least case scenario: Clearly articulate the primary goal. Then identify what the team can do with the least amount of effort. Develop a scenario that costs the company the least and gets closest to achieve the primary goal.

Project termination considerations: If the primary goal cannot be achieved, prepare a recommendation to terminate the project… but not without scrutiny. Several variables must be considered and thoroughly addressed in the war room.

  • Consider trade-offs that could make the worst-case scenario more possible than originally thought.
  • Think about the potential backlash from killing a project.
    • How does that decision affect business strategy?
    • Other projects?
    • Public perceptions?
    • Potential future clients? All these variables must be considered and thoroughly addressed in the war room.

Alternatives: Should the least-case scenario makes sense, explore more alternatives. Are there alternative options that can deliver more of the project’s objectives, and consider how adding those solutions to your plan can create additional potential scenarios — positive or negative.

New project charter: Write down the main points of your plan in a revised project charter.

Replacement project option: It’s not uncommon for stakeholders to propose a replacement project instead of a rescue. That’s a totally viable option — kill the project, salvaging only essential, functional portions of the original attempt, and work to create a new plan.If the decision is to completely start over, abandon project rescue altogether. Justify the replacement project on its own merit (a new scope, budget, resource plan, etc.)

Step 4: Set your project in motion

Step 4 – Big action items:

  • Finalise how your project will move forward
  • Confirm responsibilities
  • Reset organizational expectations.

Following your war room meeting, your next steps are all about follow-up. The real project rescue starts here and is the most challenging part of project rescue.

Re-engage stakeholders around the contents of the new project plan and complete the detail with precise commitments for each team member. Plans should be finalised within two days.

Be careful as hesitation and procrastination can limit team commitment and lower morale. You’re the general; get your troops ready to re-engage and to stay committed and focussed!

Reconfirm all project metrics: Validate all project aspects especially resources, as people has been allocation to productive work while you were reworking your rescue plan.

As the project rolls forward, be sure to detail the new project’s profile, scope, and size to the core team and beyond. Emphasize expected outcomes and explain how this project aligns with the company’s goals. Don’t shy away from communicating what these changes can mean on a big-picture scale. While you may receive some feedback, be direct: the project is proceeding.

Make sure all communication is clear. Confirm that stakeholders accept their new responsibilities to the project.

The Art of IT Effort Estimation

Why Estimate at all?

Estimation is an essential part of any project methodology. Estimation is used for a number of purposes:

  • To justify the project enabling the costs to be compared with the anticipated benefits and to enable informed comparisons to be made between different technical or functional options.
  • To enforce the discipline needed to make the project succeed.
  • To secure the resources required to successfully deliver the project.
  • To ensure that the support impact of the project is fully understood.
  • To inform and improve the software development process.

What is estimation and why is it so important

Projects are planned and managed within scope, time, and cost constraints. These constraints are referred to as the Project Management Triangle.  Each side represents a constraint.  One side of the triangle cannot be changed without impacting the others. The time constraint refers to the amount of time available to complete a project. The cost constraint refers to the budgeted amount available for the project. The scope constraint refers to what must be done to produce the project’s end result.

These three constraints are often competing constraints: increased scope typically means increased time and increased cost, a tight time constraint could mean increased costs and reduced scope, and a tight budget could mean increased time and reduced scope.

PM 3 Constraints

What are the challenges

  • Lack of communication between…a…b…c
  • Lack of training in basic knowledge and techniques of estimation
  • Inability to do estimations based on – cost – time – scope
  • Project failure through time over runs and faulty estimation

Where are we going wrong?

  • Every day, project managers and business leaders make decisions based on estimates of the dynamics of the project management triangle.
  • Since each decision can determine whether a project succeeds or fails, accurate estimates are critical.
  • Projects launched without a rigorous initial estimate are five times more probable of experiencing delays and cancellations.
  • Even projects with sound initial estimates are doomed if they are not guided by informed decisions within the constraints of the triangle.
  • If you are working under a fixed budget (cost constraint), then an inaccurate estimate of the number of product features you can produce (scope) within a fixed period of time (schedule) will doom your project.
  • Inaccurate estimates across your projects de-optimize your portfolio.
  • Estimates are always questioned when estimates are given with knowledge – no estimation template is being used

How can we improve?

  1.  Outsource the project estimation function to an outside qualified consultant for each project to be able to gain viable and realistic project estimations that can be achieved.
  2.  Education of in-house project managers and technical leads so that we are able to collectively able to provide clear methodologies on how to estimate accurately.

This can be done through an onsite workshop/course  – onsite is cost effective as company will pay one block fee for the attendees instead of delegates going offsite and attending a workshop where individual fees are applicable.

My personal recommendation is option B – as this option will allow us to retain skills in house to be able to produce accurate estimates

What are the long term benefits

Well crafted estimate creates many benefits:

  • alignment between business objectives and technical estimates
  • more informed business decision making
  • reliable project delivery dates
  • improved communication between management and the project team
  • controlled project costs, and
  • satisfied customers

Conclusion

The UK is facing ever tightening economic restraints. This means the quality of work is now, more than ever, of the utmost importance. To stay competitive in a shrinking marketplace, this company cannot afford to get a reputation in the industry for non-performance and bringing in projects over budget and outside estimated time frames. Credibility is the basis on which we build our reputation. In the eyes of clients credibility = successful projects. For us the success of all projects rest on the correct and precise estimation from the start of a project based on best practices, realistic expectations and transparency.