small project

In the July 2007 edition of PM Network magazine, the cover story is entitled “Small Projects, Big Results”. What a great edition of this magazine, especially the Point/Counter-Point Article featuring yours truly. :-) Anyway, back to the small projects piece. It speaks to the importance of doing sufficient planning even on small projects. I personally use a 4 tier category framework in which I apply various levels of rigor, which I wrote about here.

My only point of contention is regarding communication. Communication management seems to be taken as an implicit assumption by both Olivares and Toledo in their described approaches. Personally, I made a breakthrough on my small projects when I stopped taking communications for granted. That happened after I listened to The PM Podcast Episode 64 with Margaret Meloni as the interview guest. (That is an awesome episode, I recommend it highly) Since then, I have included a short communications plan in my small project plan template. It is a short, simple table that has fields for ‘communication activity’, ‘timing/frequency’, ‘responsible’, and ‘stakeholders’. It normally has 2 lines on it, one for a weekly status report, and a project closure report distribution where ‘timing/frequency’ = upon project completion.

Basically what this does for me is provide a reminder to communicate proactively and hold myself accountable for it. Since I’ve been doing this the major benefits have been less rework and making stakeholders more at ease. They know when to expect regular communications from me, so they feel more in the loop and I’ve found they reciprocate by communicating better with me regarding scope and limitations in the project.

There were several references in the article to regularly scheduled meetings taking 1-3 hours in length, sometimes on multiple days during the week. I disagree with this approach to communications on small projects. From my personal experience, this approach tends to yield a waste of time, fruitless pontification, and inattentive participants especially over a conference call. I have an alternative suggestion.

I have started using SCRUM at work along with my team, and I think the communications guidelines in the SCRUM methodology match my personal preferences for small projects. During the project, you have daily meetings limited to 15 minutes or less, and each team member talks in turn about 3 things:

  1. Things I’ve done since yesterday’s meeting
  2. Things I’m going to get done today
  3. Obstacles in my way

Now, this technique in SCRUM is geared towards communication between developers on the project team. I want to suggest an adaptation for stakeholder communications on small projects.

First, meetings might be weekly or bi-weekly instead of daily. Instead of everyone providing the 3 points of information, the project manager uses these 3 points as a framework for the discussion. I suggest keeping the meeting to the 15 minute limit. Here’s the new set of points:

  1. Progress since the last status meeting
  2. Plans from now until the next status meeting
  3. Status of risks and issues, and is there anything new?

Here is the catch. Don’t try to solve problems in the status meeting. This meeting is only for the 3 things above. Speak in terms of identification and status only. To actually address risks and issues, have a separate discussion with only those people who can contribute.

Of course, most of this can be applied to larger projects too. Communication should be like a laser; focused, efficient, and consisting of only necessary wavelengths (people and content). Instead, it usually turns out to be more like a floodlight; scattered, wasteful (of time), and involving many unnecessary parties.

The moral: Value communication on small projects. Make it explicit, planned, focused, and the best use of people’s time.

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Finding the right balance of documentation and methodology can be challenging on small projects. Here are some tips.

I have been managing small projects for some time now. Some of my project are really tiny, I’m talking about 8 hours of work max. Others can be 2 week or month-long projects. Some span several months, and then you get up into the 6 month and year plus undertakings.

As a student of project management, I have often struggled with finding the right level of planning and documentation for these various sizes of projects. Some things are obvious, as in I’m not going to go through a formal project plan and communication plan, etc. for an 8 hour project.

As a rough guideline, here is what I use:

Level 1 (Projects longer than 6 months in duration)

-Full blown project planning and documentation for whatever is appropriate to the project

Level 2 (Projects 1-6 months in duration)

-Simplified project planning document, which includes brief communications and risk plans, along with scope definition, limitations, objectives, and deliverables. Also containts a simple WBS and Gantt-style task list with dependencies, owners, estimates, and a timeline.

-Weekly status reports to stakeholders

-Project meeting agenda/minutes template – I use this to document the agenda before meetings about the project, then update it immediately after the meetings and send it out to all the stakeholders. It includes a section for decisions regarding agenda items, and a seperate section for action items.

-Project Closure report at the end which summarizes the business benefits gained and effort spent. This is a good post-mortem look at ROI. Lessons learned are also attached to this.

Level 3 (Projects 1 to 4 weeks in duration)

-Simple project request form, where the requestor fills out their definition of requirements and business justification. Since these requests are fairly simple, I normally work out the details of the requirements over the phone with the customer, and just make updates in my project documentation log (which I keep for all projects big and small)

-Weekly status reports to all stakeholders (sometimes yes, sometimes no – depends on the project)

-Project Closure Report

Level 4 (Less than 1 week)

-For this I still have the simple project request form

-Email when the deliverable (usually 1) is ready for validation, asking for approval

I keep detailed activity logs for all levels of projects, even if it’s a 2 hour job. My department has a sharepoint site set up that works really slick for this.

I find that using these guidelines, and the templates I’ve developed, really makes it easy for me to keep my ducks in a row and keep my stakeholders informed about what is going on, for any small to medium project I am managing. For more information, check out this great article by Simon Buehring which I found today and very closely matches my style for managing small projects.

This article was originally published at http://projectmanagementlearningcenter.com/.


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PMI Member Forum Response- Critical Chain

by Josh January 18, 2007 Critical Chain

I responded to a question on the PMI member forums that I wanted to share: Subject: Critical Chain Project Management Does anyone have experience with this PM approach/toolset. I have run across some people proclaiming it as the savior of project management (unfortunately, the biggest proponent I met seemed to think that a Project Plan [...]

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12/31/2006 – Maiden Post

by Josh December 31, 2006 Grab Bag

Hello, my name is Josh Nankivel. I’m creating this blog as a way for me to formulate and refine my thoughts about project management and process improvement. Hopefully it will help my writing and make me more articulate and clear. To start with, here’s a little about me. I’m in school now majoring in project [...]

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