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Creating “Community” for Creating “Community” for Project Success:Project Success:

Learning OrganizationLearning OrganizationPrinciplesPrinciples

John S. WasileskiRetired - Associate Vice President for Information Technology

Adjunct Professor of MIS – Fogleman College of Business – University of Memphis

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Thank YouThank You

I’m very happy to be with you for “career day” I’m very happy to be with you for “career day” today! Thank you for giving me an opportunity today! Thank you for giving me an opportunity to speak with you about one of my most favorite to speak with you about one of my most favorite subjects: Peter Senge’s work and how I believe subjects: Peter Senge’s work and how I believe it can be used to improve project success.it can be used to improve project success.

My thanks especially to Lynn Palmer and Sherry My thanks especially to Lynn Palmer and Sherry Gray for inviting me today! Gray for inviting me today!

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What I’d Like Us to Accomplish What I’d Like Us to Accomplish TodayToday

Become more familiar with the concepts of Become more familiar with the concepts of Learning OrganizationsLearning Organizations

Really understand the five disciplines of a Really understand the five disciplines of a learning organization.learning organization.

Learn how adopting L.O. principles can lead to Learn how adopting L.O. principles can lead to substantial increases in:substantial increases in: Staff creativity and productivity …and… Staff creativity and productivity …and… Through the creation of community … bringThrough the creation of community … bring Successful Project ManagementSuccessful Project Management

Lots of Project AdviceLots of Project Advice

There are dozens of organizations that are There are dozens of organizations that are very happy to provide advice to project very happy to provide advice to project managers, to organizations contemplating managers, to organizations contemplating large (or small) projects or to societies large (or small) projects or to societies organized for the improvement of project organized for the improvement of project management.management.

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““Five Steps for Success”Five Steps for Success” Identify the Initiative’s People & Teams – Very Key Ensure You Have Defined Scope, Budget, & Have

Executive Backing Define & Share the Project’s Communications plan Define the Change Management & Escalation Plan Identify the Key Success Criteria

http://jessicaobermayer.com/successful-start-business-technology-projects/http://jessicaobermayer.com/successful-start-business-technology-projects/

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PMI’s PMBOKPMI’s PMBOKProject Management is the application of Project Management is the application of knowledge, skills, tools, and techniques to project knowledge, skills, tools, and techniques to project activities to meet project requirements. ... Managing activities to meet project requirements. ... Managing a project includesa project includes

1.1. Identifying requirements.Identifying requirements.2.2. Establishing clear and achievable objectives.Establishing clear and achievable objectives.3.3. Balancing the competing demands for quality, scope, Balancing the competing demands for quality, scope,

time and cost.time and cost.4.4. Adapting specifications, plans, and approach to the Adapting specifications, plans, and approach to the

different concerns and expectations of the various different concerns and expectations of the various stakeholders.stakeholders.

66PMBOK Third Edition v 1.2

Are they all right?Are they all right? Yes. I believe that they are, for the most part, Yes. I believe that they are, for the most part,

correct in the “things” they say need be done.correct in the “things” they say need be done. But this is not the biggest part of the picture!But this is not the biggest part of the picture! In fact, the “things to do” are much like our view of In fact, the “things to do” are much like our view of

the universe today – we KNOW NOW that we the universe today – we KNOW NOW that we have only experienced about 5% of the universe.have only experienced about 5% of the universe.

Most of the universe is Most of the universe is DARKDARK MATTER and MATTER and DARKDARK ENERGY! In fact, 95% of the universe in ENERGY! In fact, 95% of the universe in unknown to us. We sense only 5%!unknown to us. We sense only 5%!

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Not a BIG problem?Not a BIG problem?

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92,600,000 – Even if 99% are duplicates, that’s still about 1,000,000 failures this year – so far!A search for “successful” projects yields 10,000,000 fewer results – most of which are “proposals”

Famous 2012 Failures:Famous 2012 Failures:Bobbies go MobileBobbies go Mobile

British Home Office British Home Office - UK- UKProject type : Project type : Mobile computing implementationMobile computing implementationProject name : Project name : Mobile Information Programme (MIP)Mobile Information Programme (MIP)Date :Date : May 2012 May 2012Cost :Cost : £103M £103M

Synopsis :Synopsis :Equipping 41,000 British Police Officers with Blackberry devises was Equipping 41,000 British Police Officers with Blackberry devises was intended to cut down on paperwork, improve efficiency and allow officers to intended to cut down on paperwork, improve efficiency and allow officers to spend more time on the beat.  Savings from the plan were projected to spend more time on the beat.  Savings from the plan were projected to be £125M per year, but in the end benefits of just £600,000 were realized. be £125M per year, but in the end benefits of just £600,000 were realized. An investigation by the Public Accounts Committee found that the project An investigation by the Public Accounts Committee found that the project simply focused on getting the devices into the hands of officers rather than simply focused on getting the devices into the hands of officers rather than focusing on business benefits.  Although there were some successes, focusing on business benefits.  Although there were some successes, following deployment some police stations reported that officers actually following deployment some police stations reported that officers actually spent more time in the police station rather than on the beat, a complete spent more time in the police station rather than on the beat, a complete reversal of the intended outcomes.reversal of the intended outcomes.

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Famous 2012 Failures:Famous 2012 Failures:Harrisburg HeadachesHarrisburg Headaches

Dateline: Harrisburg, PADateline: Harrisburg, PA After a 2008 $120M project to refurbish its After a 2008 $120M project to refurbish its

incinerator…incinerator… Harrisburg, a city of about 49,000, owes more Harrisburg, a city of about 49,000, owes more

than $280 million on the project and has than $280 million on the project and has amassed a per capita debt burden more than amassed a per capita debt burden more than three times the second most indebted city in three times the second most indebted city in the state, Philadelphia.the state, Philadelphia.

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EDS Survey of 10,000 ClientsEDS Survey of 10,000 ClientsWhy do projects fail?Why do projects fail?

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Notenough

planning

Misalignmentof expectations

Communicationproblems

Insufficientresources

Poor coordinationof materials/resources

Technicalproblems

So what’s missing?So what’s missing?

I believe that even when we do all the I believe that even when we do all the “things” we are supposed to do, “things” we are supposed to do, if we do not if we do not create a communitycreate a community around the project, the around the project, the project is doomed to failure.project is doomed to failure.

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Budget/Resources

People

Tasks

Culture

Risks

Technology

The Complexity ofProject Management

Structure

Processes

Projects & Project Management are about PEOPLE

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Tasks

Culture

Risks

Technology

Budget/Resources

The Complexity ofProject Management

Change

Processes

Characteristics of CommunityCharacteristics of Community

Have a shared visionHave a shared vision Recognize each other and know namesRecognize each other and know names Understand shared valuesUnderstand shared values A community participates in activitiesA community participates in activities Has a shared languageHas a shared language

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Community – How to Build OneCommunity – How to Build One

One person at-a-timeOne person at-a-time A personal connectionA personal connection Find ways to be together – ice cream is a Find ways to be together – ice cream is a

wonderful “glue”wonderful “glue” Keep your message honest and simpleKeep your message honest and simple Not done overnightNot done overnight Do not avoid emotionsDo not avoid emotions

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How a Project Manager builds How a Project Manager builds CommunityCommunity

Listen!Listen! Invite participationInvite participation Make sure people meet each otherMake sure people meet each other Make them ambassadors to larger communitiesMake them ambassadors to larger communities Get to know each strength & each weaknessGet to know each strength & each weakness Protect the community and its membersProtect the community and its members Provide all the help they needProvide all the help they need Teach them about the 5 disciplines (esp. about accepting the ideas Teach them about the 5 disciplines (esp. about accepting the ideas

of others)of others) Encourage diversity in all thingsEncourage diversity in all things Follow up on comments and ideasFollow up on comments and ideas Give them the credit for success – publicallyGive them the credit for success – publically Take the blame for shortcomings – but replace weak leadersTake the blame for shortcomings – but replace weak leaders

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Peter Senge’s Learning Peter Senge’s Learning Organization Principles Organization Principles 11

Shared VisionShared Vision Personal MasteryPersonal Mastery Mental ModelsMental Models Team LearningTeam Learning Systems ThinkingSystems Thinking

1 Senge, Peter M. The Fifth Discipline. Doubleday, New York, New York, 1990

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Shared VisionShared VisionShared vision is more than everyone Shared vision is more than everyone agreeing that we “must meet the mission of agreeing that we “must meet the mission of the organization.”the organization.”It is a “force in people’s hearts” that It is a “force in people’s hearts” that provides a clear understanding of the provides a clear understanding of the organization’s goals. It provides force and organization’s goals. It provides force and purpose to behavior and decisions. In a purpose to behavior and decisions. In a project team, it is the essence of project team, it is the essence of team team behaviorbehavior..It is how a community defines its purpose.It is how a community defines its purpose.

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U of M IT ValuesU of M IT Values Our first priority is support of the University's mission. Our first priority is support of the University's mission. Our clients are our partners in success.Our clients are our partners in success. We believe that competent teamwork is a key to success in all IT endeavors. We believe that competent teamwork is a key to success in all IT endeavors. We accept responsibility for our work.We accept responsibility for our work. We will attempt to secure trust through openness and integrity.We will attempt to secure trust through openness and integrity. Every day, we will try to listen with an open mind, speak from a sincere heart, Every day, we will try to listen with an open mind, speak from a sincere heart,

and educate in the spirit of cooperation.and educate in the spirit of cooperation. We strive to respect people, their ideas, and their accomplishments. We strive to respect people, their ideas, and their accomplishments. We endeavor to learn from both successes and mistakes. We endeavor to learn from both successes and mistakes. Our organization and each of its individuals are reflections of one another. Our organization and each of its individuals are reflections of one another. Our aim is to provide a working environment that fosters creativity & professional Our aim is to provide a working environment that fosters creativity & professional

development. development. We will strive to recognize and reward creativity, self-improvement, innovation, We will strive to recognize and reward creativity, self-improvement, innovation,

and individual achievement.and individual achievement. We are committed to understanding and adjusting to the changing needs of the We are committed to understanding and adjusting to the changing needs of the

University.University. We are dedicated to working with the University community to provide a We are dedicated to working with the University community to provide a

progressive information technology environment. progressive information technology environment.

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Creating Shared Vision in Creating Shared Vision in ProjectsProjects

When I started at U of M, we had no agreed upon When I started at U of M, we had no agreed upon methodology for managing a single project and methodology for managing a single project and no way to manage our slate of projects.no way to manage our slate of projects.

To accomplish both of these we formed a project To accomplish both of these we formed a project managers team and employed learning managers team and employed learning organization principles to create methodologies organization principles to create methodologies for managing single projects and a slate of for managing single projects and a slate of projects. We build PERT charts in JAD-like projects. We build PERT charts in JAD-like sessions …sessions …

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Project Planning – 3Project Planning – 3the project PERT Chartthe project PERT Chart

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Project Planning –4Project Planning –4Sample Gantt ChartSample Gantt Chart

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What a good Project Plan Done What a good Project Plan Done by a Community Doesby a Community Does

Along with the task name, estimated times, and Along with the task name, estimated times, and the usual “stuff”, we assign a specific name to the usual “stuff”, we assign a specific name to each task – this shows each community member each task – this shows each community member their responsibilities to the COMMUNITYtheir responsibilities to the COMMUNITY

The plan becomes a CONTRACT between The plan becomes a CONTRACT between members of the project community and (perhaps) members of the project community and (perhaps) another community to do the work on schedule another community to do the work on schedule so it has the buy-in of the person assigned, their so it has the buy-in of the person assigned, their managers and the community at large.managers and the community at large.

The process builds community acceptance along The process builds community acceptance along with leadership approval.with leadership approval.

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Personal MasteryPersonal Mastery

In order for any organization to grow, its members must In order for any organization to grow, its members must also grow both personally and professionally. Personal also grow both personally and professionally. Personal mastery enables an individual to merge personal goals mastery enables an individual to merge personal goals with organizational goals. It links the individual to the with organizational goals. It links the individual to the community and helps each progress by using the community and helps each progress by using the “creative tension” that exists between where one wants “creative tension” that exists between where one wants to be and where one currently is with respect to one’s to be and where one currently is with respect to one’s own goals and the community goals. This is what own goals and the community goals. This is what enables individuals to utilize individual talent in becoming enables individuals to utilize individual talent in becoming strong team players and it is what lead to the creation of strong team players and it is what lead to the creation of our our project inventory project inventory system to assist us in getting a system to assist us in getting a better picture of our project obligations.better picture of our project obligations.

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Mental ModelsMental ModelsThis discipline is probably the most difficult to master. It This discipline is probably the most difficult to master. It is becoming keenly aware of and conscience of all of the is becoming keenly aware of and conscience of all of the assumptions and beliefs one has and how they influence assumptions and beliefs one has and how they influence the way we think, behave and accept new ideas.the way we think, behave and accept new ideas.

Everyone has them and they are almost never truly Everyone has them and they are almost never truly examined. This discipline requires us to constantly examined. This discipline requires us to constantly challenge our thinking to recognize when such models challenge our thinking to recognize when such models are in play and how they are influencing us.are in play and how they are influencing us.

We work to overcome our mental models about project We work to overcome our mental models about project management and this is how we came to accepting that management and this is how we came to accepting that all projects require an accepted vision, planning, and all projects require an accepted vision, planning, and careful communication.careful communication.

Mental Models can Cause Mental Models can Cause Stunning FailureStunning Failure

Gerber Baby Foods marketed their Gerber Baby Foods marketed their products in Africa with the same products in Africa with the same (translated) labels as they use in America.(translated) labels as they use in America.

African companies know that the African companies know that the population cannot read so they put population cannot read so they put pictures of the contents on their labels – pictures of the contents on their labels –

Gerber Baby Food failed in their product Gerber Baby Food failed in their product release.release.

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Mental Models & Mental Models & Project ProblemsProject Problems

Johnson Wax marketed “Pledge” in the Johnson Wax marketed “Pledge” in the Netherlands using the same name …Netherlands using the same name …

In the Netherlands, pledge means “piss”.In the Netherlands, pledge means “piss”. Would you buy it?Would you buy it?

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Team LearningTeam LearningThe complexity of systems today makes it impossible to The complexity of systems today makes it impossible to have any one person who understands everything have any one person who understands everything necessary to make things work. Team learning is necessary to make things work. Team learning is cultivating both individual and organizational abilities to cultivating both individual and organizational abilities to enable what I call the “creation of genius”.enable what I call the “creation of genius”.

We still have stellar team members but they are most We still have stellar team members but they are most brilliant in the reflected light of their teammates.brilliant in the reflected light of their teammates.

Project Spectrum

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Data DictionaryData Dictionary

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https://umwa.memphis.edu/dwdictionary/login.php

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Systems ThinkingSystems ThinkingThis is likely the second most difficult discipline. It This is likely the second most difficult discipline. It requires of us that we seek to understand the whole requires of us that we seek to understand the whole picture rather than focus on any one portion. picture rather than focus on any one portion.

Complexity gives rise to the real cause of problems Complexity gives rise to the real cause of problems usually remote in time and space. Thus, a decision usually remote in time and space. Thus, a decision made in installing a service on one system can have made in installing a service on one system can have dramatic effects on another remote system months after dramatic effects on another remote system months after the fact. Only systems thinking can enable one to the fact. Only systems thinking can enable one to recognize the need to include such thinking when recognize the need to include such thinking when resolving a problem or modifying a system.resolving a problem or modifying a system.

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ExampleExample

Two urns contain a thousand marbles each. One urn contains all red marbles, the other all blue. If I reach into the red urn and move 25 marbles to the blue then reach into the blue (now mixed) urn and move 25 marbles to the red urn, then after 10 such moves …

Will there be more blue marbles in the red urn or more red marbles in the blue urn?

Start Phase Later Phase

It was our coming to understand the concept of Systems Thinking that lead to our development of SAM

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What does it all mean?What does it all mean?The old managerial model of “command and control” cannot react quickly and flexibly to an increasingly complex environment. A new model, one which recognizes the central importance of the individual and teams of individuals in accomplishing organizational goals, is needed. Senge’s Learning Organization principles can provide such a new model – one which encourages the development of true communities. The University of Memphis’ Information Technology division has used these principles effectively but constant nurturing and encouragement from executive management is essential. In this presentation, I have tried to show how these principles can be applied to improve managing projects and system complexity by creating communities for project success.

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