Benefits and Drawbacks of PM

As we near to the end of our MBA program I decided to look into several different certifications that are available for PM. I thought it would be beneficial to understand how employers view PM certifications and what benefits they can have on your career. I found several articles that clearly define the benefits of being certified but I also was able to find some disadvantages that one should be mindful of.

Obtaining PM certifications obviously holds benefits. Regardless of what business field you decide to pursue, having PM certification enhances the resume and can open doors to PM positions if you do not already have sufficient experience. Additionally, salaries for those individuals tend to be higher, anywhere from $5,000 to $10,000 annually. Further, the PM certifications and education enables stronger communication skills. Although the certification does not teach communication skills, it does allow for standardized vocabulary and set of best practices. Another benefit of obtaining a PM certification now allows you to be more versatile especially due to the forecasted high demand for PM jobs in the near future.

I was interested to find some disadvantages of getting PM certified. Some of the drawbacks to consider before entering the field of PM is the long hours that are often times required for that role. Additionally the expense of getting certified can be pretty high. Further, passing the PM exam does not necessarily deem you an expert in project management. This simply implies that you have a good grasp on the framework of project management process. Additionally, having to stay PM certified, it is required to earn credits every three years which also have costs associated with attending classes as well as costs to renew your certification every year.

Overall, I believe that the advantages far outweigh the disadvantages of becoming PM certified. However, it is clear to me that if one is to pursue a career in PM, getting certified requires some serious commitment to the role of a PM. However, since the career in PM is so versatile and transferable within different industries, it is in my opinion that it is a desirable skill and is appealing to any employer within any industry. According to Project Management Institute, it is estimated that there will be 6.2 million new jobs from 2010 to 2020.  According to the source, the projection is on track. A career in PM is on the rise and it is worth considering the commitment.

http://www.aspe-sdlc.com/blog/the-benefits-of-earning-a-pmp-certification-is-it-worth-the-costs/

http://www.projectmanagementlearning.com/what-are-the-disadvantages-of-project-management.html

http://www.trackvia.com/blog/productivity/excelling-at-work/project-management-certification-worth-time-money

 http://www.everbluetraining.com/blog/career-outlook-project-management

 

 

 

Field Project Audit – Wings for Kidneys!

Project Description

Our team partnered with the National Kidney Foundation of Illinois (NKFI) to raise awareness for kidney disease and the patients and families affected by the illness. We chose to host our event at a local Buffalo Wild Wings through their Eat Wings, Raise Funds program. By using this program, the restaurant donated 10% of all pre-taxed food sales for diners that turned in a voucher supporting the charity. Our team was present at the restaurant on Friday, August 1st, from 5:30pm to 8:30pm to provide literature on the NKFI.

Since the event depended on bringing people into the restaurant, our team distributed vouchers within the Schaumburg community through two channels: printed flyers (including a QR code to drive viewers to our online site) and online networking sites, such as Facebook and LinkedIn, as well as personal email messages to family and friends. We also setup an online donation page via EventBrite to capture funds from people that couldn’t make it out to the restaurant on the day of our event.

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Our Wings for Kidneys team in front of the Buffalo Wild Wings

 

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Printed flyer we created for the Wings for Kidneys event

Project Objectives and Methodologies

Objective 1: Raise awareness for Kidney Disease.
Objective 2: Provide a financial contribution to the NKFI.
Objective 3: Gain applicable experience in project management techniques.

In our project proposal we brainstormed ways to raise awareness for the NKFI including: (1) passing out literature to interested parties, and (2) promoting the foundation and the event through social media. Looking back on the project, we were able to accomplish the both our  objectives and feel confident that we reached individuals who were not aware of this foundation. In fact, we received a fair amount of questions regarding what the charity does and how they support those with kidney disease.

Our best case scenario for the fundraiser was $975 and worst case was $300. We based these numbers on weekly sales reported by Buffalo Wild Wings and the average amount of foot traffic an urban location gets during the week. After tallying our revenue streams including Buffalo Wild Wings vouchers, donor checks, and Eventbrite donations, we passed our worst case scenario with a final tally of $400.00. However, we do not consider the Eat Wings, Raise Funds event alone to be a success as we had quite a low turnout of diners with vouchers at Buffalo Wild Wings. The Eat Wings, Raise Funds event generated only $60.00 (from $600 worth of dining checks) whereas our online campaign through EventBrite and check donors generated $340.00.

Participating in this field project enabled us to get hands on experience with the project management techniques covered in class. Since none of us had planned a fundraiser before, these techniques became extremely important in breaking down the project into manageable pieces. Some of the techniques we applied were the work breakdown structure (WBS), Gantt chart, and risk management plan. The WBS helped to organize project ideas and assign responsibility to different parties whereas the Gantt chart allowed us to see where multiple deliverables overlapped, including dependencies throughout the project. In addition, the identification of risks helped to mitigate issues that could have caught us off guard if we didn’t plan ahead of time. As mentioned above, we had a low turnout at the event but were able to recover funds by driving more traffic through our online donations.

Advice for Future Teams

  • Charity Selection: Pick a charity that a member of the team has a strong connection with or has dealt with in the past. In addition, it is really important that once you have identified a charity, to ensure there is good support from the charity. The charity that we choose was hesitant to provide support for any 3rd party events, therefore it was difficult to have access to their marketing materials, email distribution, social media channels, or even to receive branded marketing materials to spread the word about the charity.
  • Venue: If you choose to host an event at a restaurant, make sure that they are committed to the cause you are working to support, instead of treating the charity as just another sales channel. Although Buffalo Wild Wings allowed us to host our event on-site and donated a portion of their revenue to the charity, there wasn’t a strong connection with their management team. When we arrived on the day of the event the manager stopped by once and the servers seemed more concern about losing one of their tables (for us to place our NKFI literature) than learning about our fundraiser. Furthermore, Buffalo Wild Wings is very sensitive about soliciting and we were unable to walk around or greet people in support of the charity.
  • Demographics: Understand the demographics that you want to target. We chose the Schaumburg location thinking we would get a lot of attention from the surrounding mall community, but because of the younger demographic there appeared to be a lack of connection to the NKFI mission. Actually a large portion of diners were teenagers and families with young children. Perhaps a charity with an educational focus rather than a health focus would have allowed us to draw in people to our table.

Lessons Learned

What may appear to be a small project can still accumulate a lot of responsibilities, especially with a small team where multiple people have to matrix across responsibilities. Having good teamwork and collaboration can prevent some of these obstacles. Our team was able to balance project management responsibilities by each taking lead in a particular area and serving support on other tasks when needed.

Controlling scope creep is a popular topic in project management, but a lesson we learned is keeping too narrow of a focus can also be a problem. In our team we identified a charity and venue but chose to focus on one restaurant location. Looking back, we feel that we could have targeted multiple locations to make the event more successful. We each live in different parts of the Chicagoland area and could have better leveraged connections within our neighborhood communities.

Finally, the WBS was an excellent resource for adding structure and resource allocation to the planning session. While we stuck to our plan and coordinated tasks well, we could have referred back to the WBS and Gantt chart during implementation to track our progress rather than treating them as archived documents.

Wings for Kidneys collage of photos
A collage of photos from our preparations and participation in the event

Dog Says of Summer

 

Project Description-

Our project scope was to raise substantial funds as well as awareness for our desired charity, Safe Humane, through a fundraiser event held at a Bar/Restaurant that is willing to assist in our fundraising efforts. The location we selected was 27 Live in Evanston. Our main goal was to raise money through tickets sales, food and liquor sales at the event, on-site auctions and charitable donations donated at the event or online through Eventbrite. Our event took place at 27 Live Restaurant & Bar on Thursday, July 31st.  27 Live donated the space and staff, and provided unlimited appetizers for the duration of the event for a reduced per-person fee. This greatly reduced our costs to hold the event. As mentioned above, we also had an online fundraising site established to ensure that individuals who are not able to make it to the event but wished to contribute to the cause had a method to do so. We were able to push the message through social media and our personal and professional contacts as we marketed the main event to reach the largest possible group. We had a live band at our event to provide a pleasant environment where people want to attend, stay, have fun, and potentially donate more through the silent auction. The band was John McHugh & Company.  We reached out to local dog-based vendors to have them come out to our event and get visibility with their potential future clients. Most were unwilling to do so, but provided some silent auction items.  We held a very successful silent auction at the event raising $2000 additional funds for the charity.  Various vendors, our employers, and family and friends donated items for the silent auction. In addition to the above, we partnered with Safe Humane to volunteer at the Taste of Lincoln Beer Tent.  Members of our team volunteered our time at the beer tent to help Safe Humane raise the highest possible funds. The contributions we raised through tips during this event were accounted in our total proceeds raised for Safe Humane.

 

 

Project Success Metrics-

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Overall our team did very well base on the metrics we decided to use at the beginning of the project. We raised a total of 5793 which was at the higher end of what we expected. One of our goals was to keep costs low so we could donate as much of our revenue to the charity that we could. The number of donors we calculated only took into consideration the number of entries on our site. The number is realistically higher but we didn’t take into consideration those who we couldn’t track as well as those who donated multiple time or through multiple avenues. The average gift size of 55.4 was much higher than the cost of an individual ticket for the event which is a reflections on the success we had through the silent auction. On the efficiency front we were able to generate a dollar of profit for every $.30 of expenses. None of the expenses were paid out of pocket. The expenses were the profit sharing we had to give the bar for allowing us to use their facilities. Profitability for this project was excellent with a return on investment of 339%. If a project like this was available for investors, they would gladly jump all over it.

 

Advice for Future Teams

As you embark on choosing your own project, there are several things to keep in mind. First, it is important to have one of the team members that is truly passionate about particular charity and have ties to it. One of our team members volunteered for Safe Humane as result has strong ties. When it came to leverage charity’s network and getting their overall support, we already had that connection and it made things less stressful. Second, it is important to think broad about how you plan to support the charity meaning what type of fundraising activity you would like to do. While it is good to think big, it is also important to be realistic. Since our class had only 10 weeks, it was important to be realistic about the timeframe that you have and what you can accomplish. Some of the fundraising ideas we had included things like special permits, which take long time to obtain. Think big, share ideas with your team and vote on the best option that you can come up with. Third, it is important to have several ways for your network to donate. Some people may not be able to attend the event you are hosting, but would love to be able to donate money to your cause. We used online website called eventbrite, which offerred several options including ability to sell tickets to the event as well as collect plain donations. In addition, you are able to easily share your donation website with your network via social network/email, etc which brings up next point. Fourth, social media is critical part of your marketing plan. It is important to leverage it because it is effective and free. Our charity also had strong following on Facebook and shared our event to help generate excitement and in turn donations. Lastly, it is important to tap into your network and business community for support. Share your fundraiser info with your family, friends and do it often leading up to the event. People forget to donate, therefore it is important to keep it on the top of their mind. In addition, introduce  yourself to your local area businesses. They are looking to promote their lines of business and donating to your fundraiser is a business opportunity. It is important to have good sales pitch, but just plain ask.

 

Lessons Learned

There are many lessons learned from doing a project such as the one we have done, however there are 2 critical lessons learned that our team walked away with.

  • Importance of Project Management– During the course of project, it became very evident the critical role our project manager played in making sure we have a successful project. During the class, you will learn many skills that are required to become a good project manager. When doing a project in practice like we have, our project manager was very organized, broke down our work structure, created timelines, held weekly calls to ensure timely execution and strong follow thru. In business world, you would hope to have strong project managers to do the same thing on the projects you are working.
  • Risk Management Plan – If you don’t have a risk management plan, you are probably likely going to experience some hard time. When we were compiling risk management plan, we didn’t think that certain things would happen. However, we quickly realized the importance of risk management plan. Expect the unexpected and be prepared to think quickly on your feet. Whenever you start a project, it is important to identify potentially risks and propose how you plan to address those risks. It is critical to identify all risks, ways you would address them and proceed with your plan.

Photos from our Project 

 

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Garage Sale for DuPage Pads

PROJECT DESCRIPTION

Our team chose to work with DuPage Pads and the First Presbyterian Church of Downers Grove to execute a garage sale fundraiser.  DuPage Pads is the largest provider of interim and permanent housing in DuPage county, providing services such as education support, employment support, case management, and life coaching to end homelessness in DuPage County.

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The team decided to do augment revenue at the garage sale fundraiser by incorporating a bake sale, online donations, and a food truck.  The food truck would be a novelty for the area as Downers Grove ordinances prohibit such vehicles from selling on public spaces – not an issue when using private property owned by the church!  We would leverage our existing networks at home, work, and beyond to solicit items for donation for the sale.

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PROJECT OBJECTIVES AND METHODOLOGIES

We set three primary goals:

  1. Execute a fundraising event to support DuPagePads and all the good work that they do
  2. Build an understanding of project management tools and processes
  3. Practice project management skills in executing the fundraiser

The objectives of our fundraiser were twofold – to raise at least $500 to donate and to create as much awareness for charity as possible.  Given the time constraint, we agreed that one of our primary methodologies was to focus on cost control in order to generate the maximum amount of profit. We organized responsibilities of each team member by functional area, splitting the online components and media, the bake sale, and contact with the church, charity, and food truck to separate members.  This strategy proved to make logistics more difficult as we had to coordinate drop-offs with the member in communication with the church.

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Despite our best efforts to create contingency plans, we experienced some bumps in the execution of the sale.  First and foremost, the food truck was a no-show due in part to storms the night before, but assurances from the owner kept us from implementing a contingency plan until it was too late.  Here, a contract would have helped us recover some of the revenue we had expected to gain from the sales.

We were also unprepared for the interest that the garage sale would generate.  We had allotted 1.5 hours to set up and preparation before the sale, but started getting customers early which then pushed the completion of preparations back until after the official start.

However, we focused on making sure that the key elements such as pricing and signage were in place, and had a successful day!  Our final donation amount was $124 to the First Presbyterian Church and $1113 to DuPage Pads.

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ADVICE FOR FUTURE TEAMS

  • Lock in commitments with third parties through a written contract – Contracts can help ensure revenues, participation, and control costs with any third party.  The use of contracts gives a project manager the ability to outsource tasks while also providing recourse in the event a contingency plan is needed.
  • Give online fundraising the attention it deserves – Online fundraising sites can give you the biggest return for the amount of time and effort invested.  Be sure to make access to the page as easy as possible by creating QR codes and hyperlinks to include with your electronic communications.
  • Contingency plans – Make plans for anything that plays a critical part in your event.  Some of the most difficult considerations are for events outside of your control such as the weather or an accident, but you should be prepared and ready to handle such obstacles.
  • Traffic, traffic, traffic – When it comes to fundraising, the objective to raise awareness of the charity is tied directly to the success of the event.  By garnering the support and involvement of the community, you will guarantee increased revenues no matter what type of event you host.

LESSONS LEARNED

  • Designate a project manager – A project manager can make communications between group members more efficient and poignant.  Communication is also simplified by having a project manager assign responsibilities and check ins, reducing additional messages and calls for follow up.
  • Keep a strict schedule – Time was the major factor in having things run smoothly.  Estimates for preparation and review should be made conservatively, as well as having built in slack to help accommodate complex tasks.

Project Audit – Chicago Laughs

Project Description

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Our team raised funds for Chicago Cares, an organization that builds volunteer experiences to develop and engage the community.

Chicago Laughs was an improv comedy event that was held at Comedy Sportz on August 5th 2014, to raise money for Chicago Cares and create awareness of their cause. Tickets were available for purchase at www.comedysportzchicago.com/chicagocares. Our main audience was comprised of event volunteers, coworkers, Chicago Cares supporters, family, and friends. Additional money was raised through online donations, corporate donations, and silent auction.

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The event was fully catered with a steak and chicken taco bar.  The main entertainment was a two-hour live comedy act presented by experienced improv comedians in addition to two hilarious members of our team.

The event was put on with a budget of under $100. The facility, catering, talent, and venue were all donated in support of Chicago Cares.

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Project Objective and Methodologies Used

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  • Raise over $5000
  • Leave our charity, our volunteers, and our team better off than they were two months ago.

When we were creating our project plan our goals were to raise $7500 and have the event attended by over 100 people. By the time we reached the implementation stage of the project, we had focused in on the results we could realistically reach within the time restraints and available resources.

Our methodologies were to focus on one on one contact to encourage ticket sales. We did mass marketing on Facebook, Twitter, and mass email but we found it was more effective to reach out to people individually.  To stay organized, we assigned tasks and areas of responsibility to each team member. We had clear set deliverables and had weekly group meetings to make sure milestones were being meet.

The final amount donated to Chicago Cares was $5530 and with an attendance of 100, including all volunteers.

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Advice for Future Teams

1)      Be sure to make realistic goals, especially with money goals and event attendance expectations.  There is nothing worse than having high expectations and not being able to deliver.  Create realistic and attainable goals for your team.  Make sure the scope and deliverables of the project are well detailed and followed throughout the project.  Try to stay on course and don’t get distracted or over burden yourself by trying to do too much.

2)      Success begins with planning.  A well thought out and detailed project plan will prove to be extremely vital.  Be sure to cover all your project management basics.  This will create a seamless event that will allow your team to flawlessly execute.

3)      Personalized promotion.  It was really neat to think about all the tools and technologies at our disposal as far as promotion was concerned.  Having the ability to easily use social media like Facebook, LinkedIn, Twitter, etc. seemed like a good prospect.  Sending out constant email blasts felt like it would be extremely effective.  As it turned out, approaching people individually with a more personalized promotion approach deemed to be much more effective.

4)      Remember the cause and enjoy!  Don’t get caught up in just trying to raise the most money possible or use the project as a competition.  This project is about so much more.  Don’t forget to fine tune and practice your newly acquired managerial strategies and skills.  Enjoy the fruits of your labor at your event.  Sit back and take notice of all awareness, good people, and success that you and your team have brought together.

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Lessons Learned

There were many lessons learned during this project as there is with any.  Once we finished our event and took a step back, the lessons learned seem to be very clear.  Below is a list of some of the major lessons learned throughout our group.

  • Hire Good People, Have Trust in Them
  • Be Flexible
  • Success Begins with Planning
  • Well Defined Roles and Requirements
  • Consult an Expert

It really shows, that if you hire good, trustworthy people, they are going to bring nothing but positives to your event.  I believe the case in point was watching the caterer, Tim Dudik, set up the food and seamlessly service close to 100 people without any problems.  Another quick and easy lesson learned is to be flexible.  Remember to get the job done at any cost and that no job is beneath or above you.  Accept and be open to people’s suggestions and be open to creativity.

As the event ended for our group it was difficult for team members to think of any issues or problems that occurred.  Tom, John and I consistently had surprised looks on our faces throughout the event.  Things seemed to be going so well, that it become apparent there was not much else for us to do to help.  That I believe is a testament to the vigorous and detailed planning that was performed for the project.  With that, having well defined roles and responsibilities was crucial, which really created a well oil machine during the event.  Finally, I believe the group really underestimated one of the biggest advantages that we had, which was a practiced veteran within the improv comedy field.  Josh’s expertise, background, and history provided us the blueprint to an extremely successful event.  I believe all of these lessons learned really allowed our group to create and execute a terrific event that really went without a hitch.

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Field Project Audit- Save-A-Pet Carwash

Description of the Project

Our team’s goal was to organize a car wash, with the help of some gracious volunteers, in attempt to raise awareness and funds for a Save-A-Pet (SAP) while applying the concepts and principles we learned in our project management class. SAP is a local, nonprofit organization and one of the largest no-kill cat and dog rescues in Lake County that operates a full-time adoption center which provides a safe haven for abused, neglected, injured, and lost  animals.

Although SAP was unable to host the event on-site, they were able to put us in contact with Culver’s who had partnered with them multiple times before. A few email exchanges later, we were able to establish a date, time, and location (July 26th 9AM to 4PM at Culver’s of Grayslake) for our event. The accommodations could not have worked better as Culver’s dedicated a large portion of their sectioned off parking lot for our event and they offered use of their water connection. Fortunately for our team, one of our team members worked for a company that produced almost all the supplies (buckets, sponges, drying rags, and squeegees) we needed for a car wash and agreed to donate all of them for the event. The only supply we needed to obtain was car wash soap which was donated by one of our team members as well.

 

In addition to providing a car wash, we had representatives from SAP on-site with information about their cause as well as pets available for adoption and a shaded area with refreshments for potential donors to sit while they had their car washed. This worked tremendously well as demand fluctuated throughout the day.  When demand peaked, the representatives provided a welcome distraction for our donors.

 

Lastly, we had an online fundraiser available for those who wanted to help out SAP but were unable to make it to the actual event.  We also had a couple donation jars by the cash registers inside Culvers encouraging people to donate or just give their loose change.

 

Factual Analysis

Our project progressed from a simple RFP to an execution plan as well as risk management plan. The implementation plan provided an OBS, WBS, and milestone schedule to give us a firm grasp of all the steps, time commitments, and verifications that we needed for our project to be a success. This laid the path for completion, and we just had to execute.

 

Although the execution did not go exactly as planned in terms of personnel due to vacations/ work and family commitments, we all were able to fill throughout the life of the project and pick up where others left off when needed. Luckily, we did not have deviate much from our plan. The most significant deviation was securing a location which took longer than expected. In the meantime, we were able to work on a website and marketing material while the location was being finalized. This allowed us to quickly update for location and distribute once the location was known. The risk management plan was an integral exercise because it made us think about any potential pitfalls that could derail the success of our project. We were again lucky in the sense that we did not have to act on any of our risks.

 

Our project was a success as we generated $970 of donations during the carwash as well as $370 online.  One of our team members was also able to do a company match for $300 giving us a total of $1,640 donated to SAP.

 

Advice for Future Teams

The following is some advice for teams doing a similar event:

  • Advertise early and often- Even though we thought we had a lot of marketing, we did not seem to get as much reaction from it as we planned.  Also, make it personal by sending out emails individually (avoid mass emails) or talking to people directly.

  • Communication is key- Get on the same page with your team members.  Know everyone’s availability/unavailability when making decisions and splitting up the work.  There is less covering for other people if the work is already divided in a sensible way to begin with.

  • Get to know your charity- ask for their advice since they typically have experience with fundraisers.  Also, it is good to use their already established networks.

  • Teamwork- Keep a positive attitude when working with your team.  Sometimes you will have to be a team player and be flexible in order to get things done on time or have to compromise since there are many opinions.

  • Have fun!- People are more likely to donate or participate if they see you having fun and doing your best with a project.  Enjoy the experience and the fact that you are supporting a good cause, whatever it may be.

 

Lessons learned from managing the project

We learned many lessons from our project, but here are some of the main ones:

  • Listen to ideas- make sure to use small group skills and communicate well with the other team members.  Being a good listener is just as important as suggesting ideas.

  • Schedule is crucial- sometimes there is little to no slack so it is important to stick to the scheduled plan.  Having a risk plan is just as important to think through the things that could happen.

  • Complete the basics first- as soon as the project starts, do not jump ahead.  We all have a tendency to see the potential of how great a project could be, but do not neglect the basic predecessors that need to happen before even getting to that point.

 

Field Project Audit – Blue Demons Support Canine Companions for Independence

Dog Fest Logo

Project Description

We raised funds to support Canine Companions’ Dog Fest Walk n’ Roll, the signature fundraising event for the organization that takes place each year.  Canine Companions for Independence (CCI) is a national, non-profit organization that enhances the lives of people with disabilities by providing highly trained assistance dogs and ongoing support to ensure quality partnerships.

We registered as a team to walk in the event under the team name “Blue Demons”.  Following is a link to our team page: http://www.cci.org/faf/search/searchTeamPart.asp?ievent=1100605&lis=1&kntae1100605=D740F008D836481DAA76E914615DBB16&supId=0&team=6008549&cj=Y .

In addition to registering for the walk, to raise funds for our team, we hosted a “Rock n’ Roll for the Walk n’ Roll” event on the afternoon of July 27th at Party Animals, a dog-friendly venue in Chicago.  At the event, we had a demonstration by CCI graduates, a live band, food, drinks, games, and a silent auction. To further promote CCI, we provided free T-shirts and Frisbees with the Walk’N Roll logo and our website to all attendees.  We did not charge an entry fee; instead we focused on encouraging attendees to make donations.  We promoted the event through our own social media avenues as well as by leveraging the social media network and website of Party Animals, our event venue, as well as that of CCI to expand our reach.

To fund the event, we started a Kickstarter campaign that generated over $2,000 to pay for expenses related to the event. We are also solicited donations from businesses to use as part of a silent auction to be held at the event.

Project Objectives and Methodologies Used

Our project objectives were three-fold:

1)      Raise awareness and funds for Canine Companions

2)      Apply the principles of project management covered in class

3)      Have a good time

We were successful in raising awareness and funds for CCI, gathering a total of $3,800 in donations, successfully hosting an event attended by over 50 people, and distributing 100 CCI T-shirts and 200 CCI Frisbees. We also reached thousands of people through social media, making them aware of the work done by CCI and the upcoming Walk’N Roll event.

We were also successful in applying the principles of project management covered in class. We created a project proposal, a project implementation plan, and project risk management plan. These documents included specific tasks to be completed, timelines, risk analysis and contingencies, and budgets. Planning and putting on the event enabled each team member to apply project management leadership skills, respond to unexpected changes on the day of the event, and work with a diverse team for a common goal.

Most of all, we had a great time while supporting a worth-while cause. All of us learned more about the work done by CCI and now have an appreciation for how this organization changes the lives of individuals with disabilities. We worked hard as a team and approached the project seriously, but also took time to laugh and enjoy the experience.

Advice for Future Teams

Teams putting on fundraising events would be wise to do the following:

1)      Use the project management tools. Projects with multiple work streams and deliverables benefit from the structure provided by project management tools. Taking the time to follow the process and complete each step is an investment in the overall success of your project. Attempts to save time by skipping steps will only result in greater risk to your project.

 

2)      Take advantage of the individual skills of your team members. Our team was comprised of individuals with different skills and abilities. We used this to our advantage by leveraging these differences. The role of the project leader was assigned to someone with project management experience. The financial tracking was done by a team member with an accounting background. A team member with a relationship with CCI was our liaison with the organization. While we all worked on each aspect of the assignment, we benefited by recognizing our differences.

 

3)      Get aligned on a common goal. While each of us made project proposals, once we landed on CCI as our charity and the Rock N’ Roll for the Walk’N Roll as the theme for the event, we moved forward as a unified group. That is not to say we did not have disagreements along the path. However, when issues arose, we were grounded by our focus on the common goal.

 

4)      Do not be afraid to fail. While failure is always a possible outcome, it is not the inevitable outcome. We combined various ides of rising revenue using the traditional donation approach at the event combined with others. We used a silent auction, a photo booth, a game area and various online donation vectors to generate additional donations. There were times when the group did not want to take on the additional risk of having these events as it would take personnel and time to complete the gather of materials for each event. However we stood up to the challenge and combined all these activities to give our guests an entertaining time outside of the free food, free drinks and free rock band. We did not settle for less. We were not afraid to fail.

 

5)      Work as a team, assign one leader and forgive. Our team is comprised of all leaders. We each have our own voice and opinion on completing tasks. We listened to each member and worked through the issues that arose by valuing each member in the team for being an equal contributor. Assign a leader to help drive the direction of the team that way it will limit the overall communication issues, by working with one project manager items and work streams organically combine to a successful project. The most important item is to forgive. Forgive yourself and others. When issues arise that prevent others from contributing, call them out on it and ask how the team can help with task or re-assign work. Forgive yourself for not being the leader and dedicating as much time to the project as others. Simply put not everyone has the ability to be an exceptional project manager; focus on the positives you can contribute and forgive your lesser skill set.

Lessons Learned about Project Management

1.)    Successful project management is a team effort. As mentioned above, each of our team members played a different role and made unique contributions. Our collective thinking and effort made the project more successful than if any individual had undertaken the entire effort. This is true not only from a time and workload perspective, but also from the perspective of the diversity of thought gained by having a number of people contribute.

 

2.)    Risk management is critical.  All projects have risk. The more time you spend identifying them in advance and planning contingencies, the greater the likelihood of success. The more complex the project, the more important this becomes.  By identifying the risks early on, we were able to be flexible if something did not go as planned. Invariably, something will go wrong with a project of any size and complexity. Planning ahead will enable you to achieve your goal regardless of individual challenges.

 

3.)    Early planning and communication will save time and effort in the long run.  There is often a tendency for teams to want to jump into the tasks associated with a project rather than spend time planning. Staying in the planning phase longer than what might feel comfortable will benefit the team and the project in the long run. Early on, some of our team calls seemed to take longer than necessary as we discussed various aspects of the project. Allowing each time member the time to get their questions answered helped ensure we were aligned so we could move forward as one.

 

4.)    Numbers do not mean everything. Metrics are great, but they do not measure the entire impact. Of course our team reported the donations generated, and the costs associated with the events. But the items that we did not report on truly makes ours project the most successful. From our event we inspired some of the guests of our event to host a fundraiser for CCI on their own accord. We donated a substantial amount of our t-shirts, Frisbees and other accessories to the group so that they could host another event for the charity. There is no metric for this. The amount of publicity and awareness raised by a single event is hard to calculate and understand the impact from the event, however the ripple effect made from this project will have a much farther reaching effect for the charity and its mission. Therefore while numbers and metrics are important, it is also important to include in the report out the soft topics and items as it will have an impact that may not always be seen in the bottom line.

Who should lead my project?

The company I work for has been going through a new ERP implementation for the last several months.  In the past, for new ERP implementations or for upgrades of existing ERP systems, we have typically cascaded implementations at our regional facilities, beginning with the regional facility with the most demand.  By doing this, we were able to focus our resources in one area and ensure the system functioned properly, including all reports, prior to rolling it out to others.  For this implementation, we elected to go with a “Big Bang” approach, upgrading all facilities simultaneously.  We initially identified several advantages to taking this approach, many of which never came to fruition for various reasons.

Now that we are 6 months into our implementation, it is evident that the “Big Bang” approach was not the appropriate method to take.  For the first 3 months of the implementation, we had IS and IT resources travelling the world to support our various locations to ensure the systems were functioning, not necessarily functioning properly, but just getting basic transactions through. This period of travelling and troubleshooting exhausted our IS and IT resources.  Still, after 6 months, only about 95% of the transactions are flowing correctly and we seem to run into show-stoppers at least once per month.  After that initial 3 month period, when things had settled down on the transactional side, we began the arduous process of getting basic reports to function.  These include financial reporting, financial analysis, production analysis, order management, purchasing, and human resources reports.  These have seemingly been stalled since the implementation began and there is little confidence of it being completed anytime soon.

So, the question becomes: when is the right time to redefine the project manager?  It seems through each phase of the implementation, the project manager has shifted.  It has gone from CIO to Network Director to Systems Director to Applications Director.  This is not to say that each of these individuals isn’t doing everything in their power to ensure these issues get addressed, but there is no consistent list of issues or person to direct concerns to.  There is no project manager interacting with each function defining priorities.  We’re really seeking one point of contact to interact with one single point of contact within each of our functions to take control.  However, there could be political implications to even suggesting a change of project manager.  And, frankly, there may not be anybody willing to take that position as it could have implications on their career going forward.

For this particular project, we defaulted to a project manager in the IS and IT group, but perhaps, we should have considered a more skilled project manager outside of that group that could developed a more reliable risk management plan and mitigated some of those risks prior to the implementation.  The users would have likely been more satisfied with a project manager that is responsive and organized, rather than a project manager that has the technical knowledge of the implementation without the project management skillset. Can functional leaders be expected to efficiently manage projects within their organizations if they span across several functions?

Project Management Lessons Learned in the Kitchen

I came across the article “Project Management Lessons Learned in the Kitchen” and found it very interesting after reading it.

The article is intriguing in a way that it relates a good cook to a good project manager.  It talks about areas that both a PM and a Cook need to focus on in order to get their task done correctly and lists them in steps.

  • A cook needs to read the recipe all the way through and a good PM also needs to make sure they understand the requirements and guidelines so they know what the expected final product should be like.
  •  A cook needs to do things in certain order similar to a PM.  You can’t do everything all at once and some things have to happen before others.
  • A cook has to watch the clock to make sure nothing is over or under cooked.  A PM also has to make sure they watch the clock and ensure the work is done in the time promised.
  • Both have to make sure to not over commit.  Over committing for a cook can cause them to include too many ingredients which end up costing too much.  Over committing for a PM could end up hurting the end product as you might have committed to doing too much work in too little time.
  • Filling in the gaps is an important part of both roles as well.  A cook will start stirring or preparing another item while one dish is in the oven or on the stove.  A good PM needs to do the same thing.  It is important that the time is used wisely and assigned to getting the things that you were putting off done.

The reason I found this article to be interesting is that I would have never thought of those two tasks to be so similar.  Often at my work I find people not using the above steps in their process.  Sometimes our PM’s don’t read all the requirements or guidelines from the clients only to find out very close to the end that the end result is not what the client was exactly looking for.  PM’s will also lose track of the clock or days in the project world as they get busy with other work not realizing they are too close to the deadline with more work than anticipated remaining.  Overcommitting is often a common problem in our industry as you have multiple companies and salesman that bid for the same job.  Often our salesmen overcommit to what we can provide only to result in the company not making the expected margin on the project or having an unsatisfied client.

This is an interesting article for all those in the project management world to read as everyone can easily relate a project to cooking and once people realize that just like cooking has to be done in steps, so does a project!

Article – Project Management Lessons Learned in the Kitchen
URL – http://network.projectmanagers.net/profiles/blogs/project-management-lessons-learned-in-the-kitchen/?utm_source=buffer&utm_campaign=Buffer&utm_content=buffer2e15b&utm_medium=twitte

The Paralysis of Getting the Project Started

Do you think it’s easier to start a new project, or to take over a project someone has already started?  Sometimes it seems as if the same projects get recycled multiple times until the project is successful.  This may be due to several factors, which have already been blogged about.  I think that many times individuals are more hesitant to get started with an already failed project and are more open to starting from scratch on a new project.  However, I remember a discussion in my MIS500 class where we talked about this same topic in relation to IT implementations, and I remember the professor commenting that if you are asked to take over a project, you are already successful because the project has already failed.  I think if I had to choose, I would take on an existing project rather than starting a new project.  First, I would welcome the challenge to learn from the previous group what went wrong, and I would aim at small wins to build the trust in the new project team.  I say this because sometimes starting a new project is difficult, as is highlighted in the article “The Paralysis of Getting the Project Started”.

This article highlights a few steps that one might find useful in getting a new project started.  Even though he doesn’t include this as a separate section, the author points out something that I think is critical in project management.  This is the realization that once you get started, it is not realistic to expect that everything will be perfect, or that it will be perfect as you continue through the project.  What the author does provide us with are the 3 steps to get a project off the ground:

  • Grab a template that has worked well in the past for you or another group, and one that you feel comfortable with.  In this step it is important to realize that it will change along the way.  In our class we learned about several great tools that we can use, but I think the key here is finding a tool you are comfortable with, which goes back to the small win concept and provides you with immediate confidence, which could be a large struggle that individuals have because they think that for a successful end there needs to be a successful start, but this means that nothing from start to finish is flexible, when in reality a successful project management plan is flexible.
  • Realize and explain to the team that it is impossible to know all the information about the project up front, so stick to the basics and move forward.  Often times many projects are delayed because the project manager wants to know and plan for every detail but if this is your focus, it is impossible to ever be ready!  Again here is an important link to flexibility…
  • You may be the project manager, but you need to be willing to let your team help.  This may take the form of brainstorming with post its to gather input on the best way to get started, or by taking your initial plan and sending it to them for review.  Either way, its important to involve the team early on to ensure you have their buy-in and being an inclusive project manager will go a long way to making the team feel connected and supported, which in turn sprouts ownership and helps to ensure that a project stays on track for success.