Project Management Tools

Maven Link: https://start.mavenlink.com

Maven Link is a project management software that is able to integrate into numerous applications which makes it desirable off the bat. After all, project management poses enough challenges without worrying about integration being limited or inaccessible to the necessary tools needed to complete the project.

There are workspaces within the program that allow project members to coordinate and collaborate. This helps to diminish distractions via long email chains, as well as the need for an abundance of status report meetings. Project team members can simply access the tool and be up to date with what is yet needed, what is complete, and where the project is tracking in terms of completion, budget, and timeline. One example had group members sharing concerns via a message board and document sharing. This also helps diminish time in meetings because responses can be researched, thought out, and then shared to ensure everyone remains on the same page.

For me, this would be helpful for cross departmental projects where I’m working with more than just my small team. It would allow for greater collaboration, further updating, and a solid place to house all materials, tracking reports, etc. One challenge I often find is that necessary documents maybe be housed in several places and if I do not check each folder within Dropbox, the remote desktop, or other locations, that I may miss a key step or piece of information. Maven Link removes that by allowing the pertinent project information to be stored within the tool.

SmartSheet: https://www.smartsheet.com

SmartSheet is a tool that allows for templates and various tracking sheets to be housed in one location. This makes the information readily available across the team and ensures the pertinent information is relayed as it relates to these categories and areas-schedule, budget, task hierarchies, tasks, and the use of some custom reporting as well. In addition, it integrates with a number of common tools that most companies use. SmartSheet also allows for collaboration within the tool lending to communication again being housed in one centralized location rather than a string of emails, conversations, or separate documents. This streamlines the process to ensure communication is clear and concise as well as related directly to the project.

This tool would also be a great tool to use for project management that is both interdepartment as well as cross departmental. I like the use of custom fields and templates to ensure the categories would fit what I would need as opposed to being static and unchanging which could lead to some confusion later on. 

Modes of Communication

We receive hundreds of messages daily-so how do we sift through and what do we interpret from each of them? In this exercise, I experienced the same message in three different modalities: email, voicemail, and face to face. Admittedly, I often seek to communicate via email or text in many situations but know and understand that is not always the appropriate modality, particularly in the professional environment.

EMAIL:

This message feels very rushed. The sender is obviously trying to be understanding while also pressing the urgency of the task at hand. However the second half of the message, and the lack of a clearly defined deadline means that this message would not be received as important nor urgent due to the word choice. Often this is the case in email, we are very cognizant of the fact that people interpret words and tone differently and that intention isn’t always clear through the written word, particularly when that word is also electronic in nature.

VOICEMAIL:

While the message as the same, this time I interpreted it slightly different with the voice inflection. Putting a voice behind a message lends humanity to the message. It’s far easier to dismiss written word when not associated with a person. However, voice communication and tone allows for that to come through more clearly.

FACE TO FACE:

If a voice puts more humanity into a message, face to face increases that message. Seeing Jana’s face and having to answer on the spot make it far more urgent and important. It also allows me, as the receiver, to immediately gain any information that I may need to get Jana what she needs. Even a small question may be pushed off if someone has to pick up a phone or send a response. Face to face is by far the most effective mode in this particular situation.

CONCLUSIONS:

In terms of longer term implications, or what this means for me as a project manager, it doesn’t change my viewpoints very much. I’ve long held the belief that the more personal a communication is, the more apt the receiver will be to receive and then act if necessary. In terms of communicating to stakeholders and team members, this type of communication becomes critical to ensure everyone is on the same page. It also is far easier to communicate strong messages in person in terms of knowing how the receiver is interpreting the message. However, the caveat here is the type of message. In the type of message within the exercise, this type of communication was most appropriate. If the communication was a status update, a quick check in, an update of material, etc-then it may be the most effective and efficient use of time to provide a written message.

Whenever choosing the modality of communication to use it is important to consider your user, your intention, your urgency, and the intent behind the message to ensure the communication is clear, concise, and efficient to the project as well as the receiver. 

Post Mortem Project Learning Opportunities: Lessons from the rear view mirror

The challenge? Train a large number of people (1500) spread across the country in a new customer initiative. The challenge to the challenge? The same as every project-cost! Face to face training would take people out of their stores, thereby decreasing interaction with the customers or resulting in only training half the number of employees reaching customers because the other half was needed to ensure customer needs were met during the training. Add to that the costs of renting a facility, paying the trainer, ensuring all pre-work was completed so that the participants wouldn’t be lost with the material to be covered in a short amount of time and it quickly snowballed into a budgetary nightmare. But then the idea was posed to offer the training virtually-allowing participants the ability to participate from their stores, taking only a small part of the day to devote to learning and then immediately applying the practices learned. In addition, travel expenses for the trainer, rental fees for the facilities, and loss of revenue during training all became non-issues. And in fact, adoption would rise as the training would be available to a wider audience ensuring that all members of the organization would be exposed to the learning opportunity and be able to implement new practices as a team.

Overall, the project was wildly successful. Rather than training the minimum of 1500, we trained well over 3000. The new initiatives in customer service were adopted and implemented quickly, but more than that, participants had an opportunity to learn and apply over and over again as the training was completed over weeks rather than over hours. This lead to a greater feeling of success amongst the participants and a renewed interest in training and adapting as a whole.

When I think on the success of this project, there are many factors that come into play. First and foremost, the process did not happen overnight. There were long hours spent researching strategies and methods, finding the best tools to deploy training and the right methods to ensure understanding and application. In addition, time was spent learning about the end user. The challenges faced on a daily basis that had to be overcome before the new initiative could begin to even be practiced, let alone adopted. And of course, stakeholders across the company had to be willing to take a risk on a new endeavor, one that was not tried nor yet proven in the field. Communication across the company lead to a large list of concerns and even negativity over the changes being proposed in the delivery and seemingly “hands off” approach. As a result, pilots were held. Test runs were completed in the short term, and lessons learned were implemented into the larger plan. The pilots yielded valuable data as to length of webinar, information shared, capabilities of the chosen platform with varied numbers of participants. But the overall deciding factor was in the feedback from the participants, and the data showing the initiatives were taking hold where they were being trained.

As with any project, we know that there remains a look in the rearview mirror, seeing where we’ve been. With knowledge in hand post-deployment, some of these issues come to light in ways that hadn’t before. For example, the lack of attention paid to accommodations for out of country participants within the platform. Another challenge was that while business is conducted the same way across the system, there are certain societal constructs and cultural practices that are incompatible with the system as a whole. With hindsight, we can see that adjustments could have been made to ensure the training was applicable to all parties at all times and in all ways by setting up regional opportunities for training. Another issue was long term adoption. Over the course of the five weeks of training we saw great results, but within twenty or so weeks post training, those results were tapering quickly. Follow ups to reinforce practices and to correct errors within the processes would have been valuable adds to ensure long term success.

As we prepare for another virtual training deployment, all of these factors and more have been considered in the process. However, I am quite certain that post-project we will still be able to identify growth opportunities and ways to improve upon the project. In fact, I hope we never stop looking for ways to improve and identifying new solutions and adaptations to make learning and training more accessible to wider audiences.