Friday, May 13, 2005

Management by exception reporting

Management by exception reporting

I am a newly promoted supervisor who assumed the post after 10 years as a rank-and-file worker in one bank. Tell me, how should I be able to effectively supervise more than 12 workers under my care without necessarily checking their work everyday, which is impossible anyway? -- Bull Strong

Pope John XXIII said the best way is to "see everything, overlook a great deal, and correct a little." You can see everything if there’s a clear job standard and goals for all. Then you can overlook a great deal if they can comply more than the average expectations and correct a little for infraction.

You can do all three through management by exception reporting. You’ll have an opportunity to use and learn this approach by empowering your people in a way that you’ll allow them to work as free as they can be as long as they comply within certain limits of performance.

It’s easy this way because you can see one or all if they step out of the line.

Any control mechanism can be used for this purpose. Among the established tools are the Kaplan and Norton’s Balanced Scorecard, David Alexander’s Measurement and Accountability, or even the time-tested Gantt Chart.

You can even create your own system of control to approximate the nature of your business and particular situation.

A general rule includes defining what particular jobs, standards and specifications a worker must accomplish at a given time, say not later than the end of each month.

For example, a teller must service a check deposit within one minute the moment it is presented by a client. The client through a simple notice posted in front of the teller’s cage must know this requirement. The teller is allowed only three deviations from this standard.

This is one control area for you. As long as a teller does not exceed the three-deviation rule, then you are considered to be completely in charge.

COUNSELLING IS LISTENING TO THE EMPLOYEE

As a personnel manager of one small company, I’ve done a lot of employee counselling but I still have to find someone who is honest with himself and his faults. Is there a better way for people like these employees? -- Rowdy Color

No one wants counselling -- only corroboration to what people do and say. But tell me. Isn’t that when you do counselling, you must also do active listening?

You must recognize that there are certain rules you wish to follow when you do counselling. First and foremost, you must allow the employee to control the direction of the counselling session.

This may shock you for a while, but let me explain. As I’ve told you earlier, counselling is giving an employee an ear or a crying shoulder. Counselling is giving an employee the opportunity to say something or a mouthful about his or her predicament. It must not be confused with other management action -- like discipline for instance.

A counselling session must be designed to help employees unburden themselves or to get worries off their chest. The nature or cause of an employee problem is not important. What is important is the fact that an employee has confidence in you as a mentor.

Recognize that when you counsel, you must listen. You must listen actively and patiently to what the employee has to say before making any comment. And you must refrain from criticizing or giving advice to the employee. Give it a thought and allow the problem to sink in before giving a professional advice -- preferably during a follow-up session.

Further, never argue with the employee. Clarify the thoughts but not to the point of challenging his or her views or perceptions.

My experience with thousands of employee encounters shows that productive counselling happens only if one is patient with the employees. Maybe it won’t work with all troubled employees, but I’m sure that it will work on most of them, if you only care to listen.

Monday, December 20, 2004

Large projects boost investment figures

Investments registered with the Board of Investments (BoI) and the Philippine Economic Zone Authority (PEZA) totaled PhP165.34 billion in 10 months through October, from PhP46.81 billion in the same period last year, the Trade department said in a press release over the weekend.

For October alone, BoI and PEZA investment pledges totaled PhP13.35 billion, up 14 year-on-year due to a number of large projects.

These included Convergys Philippine Services Corporation's three new business process outsourcing and call center facilities costing PhP854.27 million, and a 30-megawatt power plant to be put up by San Carlos Wind Power Corp. on Negros Island.

Other top investors for October month were Beverage Packaging Specialists, Inc., a San Miguel Corp. subsidiary; Fairchild Semiconductor (Philippines), Inc.; and Continental Temic Electronics (Phils.), Inc.

BoI and PEZA approved for incentives a total of 366 projects for January-October, with job creation expected at 71,348 upon full operation.

BoI approved PhP129.76 billion in new projects in 10 months through October, up by 429% year-on-year from PhP24.51 billion. PEZA investments rose by 60% year-on-year to PhP35.58 billion from PhP22.30 billion.

"The approved investments feature a good mix from sectors such as infrastructure, manufacturing, services, and agribusiness," the official statement quoted Trade Secretary Cesar A.V. Purisima as saying. "We expect this good run in investments to continue and close the year with more big-ticket projects."

Six energy projects (worth a total of PhP114.88 billion) and a mining venture (worth PhP1.34 billion) accounted for about 70% of total investments for January-October, more than nine times last year's figure.

Manufacturing and services grew by 45% year-on-year to PhP49.12 billion from PhP33.86 billion. And while this was only 30% of total investments, it would account for 99% or 70,837 of new jobs to be created.

Information technology or IT investments reached PhP7.45 billion as of October, a 66% growth over last year's PhP4.49 billion. A total of 68 IT projects were approved, equivalent to 24,303 jobs.

About 80% of IT investments, PhP5.92 billion, went to the contact center industry, accounting for 71% of new employment in the IT sector or 17,251 jobs.

Major IT projects as of October included those of Electronic Data Processing (Philippines), Inc.; Philippine branch of Shell Shared Services (Asia) B.V.; Sykes Asia, Inc.; E-Telecare International, Inc.; and Lexmark Research and Development Corp.

Trade undersecretary and BoI Managing Head Elmer C. Hernandez noted in the same press release that foreign pledges surged by 390% to PhP135.76 billion as of end-October, comprising 82% of the 10-month total investment. The rest, PhP29.58 billion or 18%, came from local investors.

This indicated "continued foreign investors' confidence" in the country, the statement quoted the official as saying.

"The approved project mix indicates that the Investment Priorities Plan drawn up by BoI is effective in generating the much-needed capital towards the vital industries identified by the government," Mr. Hernandez added.

Still, the Philippines' incentives package must be improved to attract more investments, he said. Mr. Hernandez noted the recent call by industry groups and foreign chambers of commerce and industry for the immediate passage of a bill that would rationalize the government's incentives program for businesses. -- F. F. Salvosa II

Monday, October 04, 2004

Building a Project Management Culture

Delivery excellence and quality are everyone's job


OCTOBER 04, 2004 (COMPUTERWORLD) - What is so difficult about project management?

It should be fairly straightforward for a smart and motivated project manager to deal with the three elements of a project (scope, time and cost), right? Then why are so many IT projects less than successful or outright failures?

According to industry analysts, only about one of every four IT projects successfully delivers the anticipated scope within the expected time and cost. Approximately two out of four are "less than successful" (late, over cost or short on functionality and/or quality). The remaining one-fourth are deemed outright failures (either canceled en route or never really used as planned upon completion). This is an alarming track record.

What is the big deal?

In most organizations, the project manager has the principle responsibility for delivering the project on time and within budget. He is held accountable for those results and is most visible as the individual whose job it is to make it happen. However, the project manager often has very little real authority over the resources needed to ensure project success. The authority is usually delegated to him by someone else (such as a supervisor, the project sponsor or user). The application of the project manager's authority really gets tested when multiple geographic locations are involved and managing the project requires a distributed team management approach.

The project manager must then rely on skills such as negotiation, team building and personal persuasion or even the use of threats and intimidation in order to get things done. This becomes a real challenge for even the most experienced project manager. Rookies and less experienced project managers don't stand a chance.

To be effective, the project manager should be given real authority. Yet, given the structure of most organizations, this is usually both impractical and unrealistic. The resources needed by the project manager to succeed are usually controlled by multiple departments and business functions and are usually assigned to the project on an as-needed basis. In the absence of real, formal authority over these resources, the project manager's quest is for authority, in fact (de facto), over these resources.

Delivery excellence and distributed team management

Since many outsourcing project managers function within those same client organizational structures, they must also gain de facto authority over resources needed for success. This is a real challenge, requiring a cultural commitment to quality project management and delivery excellence. In order to succeed and grow, this commitment to a project management culture must remain vigorous and must grow along with the company. Everyone involved in the project must understand and believe in this cultural commitment. With this commitment, delivery excellence and quality project management then becomes everyone's job.

Outsourcing projects that leverage a global delivery model need a foundation of cooperation and collaboration using a distributed team management approach. The project team and, in particular, the project or engagement manager must subscribe to, and passionately believe in, a commitment to delivery excellence.

The project management battlefield

Given that de facto authority is necessary for project success, how does the project manager get it? One way is to simply take it until someone says, "Don't do that!" Though confrontational, this approach will often work and will increase the chances for project success.

Yet this approach has its challenges. One of them is "friendly fire" from supervisors and project sponsors, who often fail to meet promises and commitments that they have made to the project. The project manager often has much less authority over these individuals than more formally assigned project team members and must simply trust that they will come through when needed. And, of course, when they don't deliver, it is often the project manager who must accept the lion's share of blame for a poor result.

The project management battlefield described above underscores the need for some fundamental principles, rules and guidelines that should be followed for a project to be successful. All those involved can be disciplined to play by the same rules and, in essence, level the playing field for the project manager. Also, as in a game, consequences and penalties need to be in place and enforced when the rules are broken. Most project managers can play the game very well when they know which game is being played and what the rules are.

Project management culture

A project management culture is an environment that exhibits a healthy respect for the time and dollars spent on a project. Time and money are tracked. Change can be managed. And there is a shared commitment for a successful outcome. Every hour spent should count toward the delivery of the scope of the project. Tools and methodologies can help, but it is only through human intervention that project management problems can be resolved. Tools and methodologies can't manage people; people must manage people. Project management cultures can't be bought. They must be built from the ground up and driven from the top down within an organization. The good news is that there are gains that can be made by committing to some very simple principles for running projects.

Cultural foundation

Keane Inc. has developed the Six Principles of Productivity Management for managing projects that lead to delivery excellence. These principles are supported by a set of rules and guidelines for managing projects of any size or complexity. Their common-sense simplicity and nontechnical nature appeal to all constituencies in any organization and, as a result, facilitate widespread adoption at a single project site, or over multiple sites, onshore and offshore, in a distributed team management environment.

The six principles are:

  1. Define the job in detail.
  2. Get the right people involved.
  3. Estimate time and costs.
  4. Break the job down.
  5. Establish a change procedure.
  6. Agree on acceptance criteria.

The consistent application of these six principles will test the most seasoned veteran of project management. However, if the organization agrees to adhere to the principles and play by the rules, the project manager's chances for success increase dramatically.

The six principles at work

In most projects, someone first gives a brief description of the project and then asks, "How much?" or "How long?" Principle No. 3, "Estimate time and costs," is usually the first of the six to get exercised. This is to be done without any definition of what the project consists of or what resources will be available.

Unfortunately, most organizations need time and cost estimates long before specific project details are known. So the best way to answer this question is to facilitate the dialogue, expectations, parameters and risks associated with the estimate as it is derived and established. The result is a time and cost estimate with risks known and agreed to by all parties that becomes a useful vehicle for the achievement of project goals.

The right people?

After the estimate, people are assigned through Principle No. 2, "Get the right people involved." However, even in the most ideal situations, project managers rarely get all the people they want on a project. What often drives the assignment of people to a project team is not so much their appropriate skill sets as their availability.

In the people principle, the challenge then is how to motivate and utilize the team members assigned given their skills, abilities and experience. This also applies to the extended project team members. The way to accomplish this objective is to establish a team where all understand their responsibilities and assigned roles and where all believe that the success of the project is in their best interest.

What is the job?

Now that the estimate has been established and the project team assigned, the project needs a definition as stated in Principle No. 1, "Define the job in detail." However, large projects can be very difficult to define in detail at inception. The project manager must be able to draw a circle around the effort involved, the personnel required and their roles and responsibilities.

The best way to do this is to break the project down into smaller jobs. Each job defines areas of difficulty, uncertainty and opportunity prior to the start in a document called a Statement of Work. The SOW becomes an integral part of the project management culture. It functions as a beneficial agreement or contract between the project sponsor and the project manager and acts as the repository for promises and commitments made to the project by the extended project team.

The project manager's 'execution' of the deal

The first three principles of productivity management can be thought of as The Deal, since they define what the project manager is supposed to deliver in the scope for the time and cost allocated to the project. The last three principles can be thought of as the "execution" of the deal.

Principle No. 4, "Break the job down," contains rules and guidelines for breaking the project down into components that can be measured and monitored during execution. It contains the "80-Hour Rule" which states that no person shall go more than two weeks (80 elapsed hours) without producing a tangible deliverable to the project manager.

The fifth principle, "Establish a change procedure," contains rules and guidelines for funding and managing project changes. This includes a change budget that is established and managed by the end customer for the project. This principle also establishes accountability for changes caused by promises not kept to the project as documented in the SOW.

The sixth principle, "Agree on acceptance criteria," includes rules and guidelines for accepting products as developed throughout the project life cycle, thereby avoiding unpleasant surprises at the end of the project. If the first five principles become a part of the project management culture in the organization, the final acceptance of the finished, successful project becomes a very straightforward, logical extension of all that has happened before.

Summary

The Six Principles of Productivity Management provide a foundation for establishing a strong project management culture. Their consistent adoption and implementation becomes the responsibility of everyone within an organization to ensure delivery excellence and quality project management.



Bob Wyatt is vice president of the project management practice seminars and project services at Keane Inc. in Boston. With over 30 years in information systems management and consulting, Wyatt consults on the professional development of project managers and the practical application of behavioral approaches to project management. Wyatt graduated with honors from Northeastern University with a bachelor's degree in electrical engineering.

A Winning Job Search Strategy

OCTOBER 04, 2004 (COMPUTERWORLD) - If you're switching industries or competing with others who have more experience than you, you may feel out of control.

If so, you should consider the example of Jim Mora, the new head football coach hired earlier this year by the Atlanta Falcons. For those not aware, the Falcons are pushing to win the next Super Bowl with Michael Vick as their premier quarterback.

The Falcons had the best head coach opportunity at the time. They could go out and get the most proven and experienced head coach available anywhere -- money was not an issue.

So, what did they do? They hired the 41-year-old defensive coach of the San Francisco 49ers, who had no head coaching experience. Again, the Falcons were not trying to save money. So, how did he get the job?

The Atlanta Journal-Constitution reported on the event. The first day after he was hired, it reported, "San Francisco head coach Dennis Erickson said he wasn't surprised Mora got the Falcons job because he's so engaging and would excel in interviews."

The second day, the newspaper provided a few more details: "Mora helped himself by showing up with a plan. Specifically, he articulated a vision for developing quarterback Michael Vick and reworking a defense that this past season ranked dead last in the NFL. 'I have an extensive background in the 3-4 scheme and 4-3 scheme,' he said. 'Either can be successful as long as the players on that team fit the scheme.' "

He also knew in advance whom he wanted to hire as offensive coordinator.

What do you take away from this? Mora confirmed that to win your next job offer, you should be the most prepared candidate. Let them know what you can do for them instead of what you did for someone else.

Mora also knew what would make him successful in this new role, because he thoroughly prepared himself.

In addition, if you're prepared, then your passion will show through. Based on my experiences, I have learned that the most prepared, passionate and qualified candidate is the one who wins most of the time. I call this being PPQ.

Are you PPQ? What's stopping you? My suggestion is to take PPQ one step further by putting in writing how you can impact a potential employer's business. This is not a resume but a forward-looking document. By putting this in writing, it will force you to be PPQ and hopefully win the job offer.

Congratulations to Mora for being PPQ in his job interview. Now it's up to you to do the same.

Jay Litton is responsible for IT enterprise sales in the Southeast U.S. for Macrovision (and newly acquired InstallShield). Jay shares his 20 years of sales and sales management experiences so all professionals can market themselves better. As creator of the wwWoW! Interview, Jay's goal is to help you generate job offers and promotions. For a free article to help you in your job search, go to www.littongroup.com.

This column is copyrighted by Jay Litton. Permission to reprint is provided by e-mailing Jay at info@littongroup.com and including this paragraph in your reprint.

Wednesday, September 29, 2004

Very good CASE website

Sunday, September 26, 2004

My Pillars of a Software System

Security
  • When compromized that feature should never be part of the system.
  • Identify security holes.

Cost
  • Always check the cost

Manageability
  • Return On Investment
  • Performance
  • Quality Assurance. Testing checklist to be identified

Technology
  • Use of latest available technology to enable requirements
  • Always up to date.
  • Wait till the technology is mature before applying. Unless required, the item will be overseen by pillars Manageability and Security.

Thursday, September 23, 2004

software testing and quality assurance