project structure and ion
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Project Structure and Organisation
Why, What, How?
The way a project team is structured can play a major role in how it functions.
Differentstyles of teamwill have different characteristics. For example, do we wish
to encourage discussion with the business representatives or to keep them at arm's
length so the developers can make good progress? Careful consideration of team
composition and reporting relationships can make a big difference to the results.
The variousroles in the teamwill depend on the nature of the project. As well as the
main team roles, consider the other participants and how they fit into the picture.
Project roles and resources will have been
identified as part of
theplanning,estimatingandresourcingprocess.
Note that the resources and optimum way of
working will normally change during the project.
Often an initial high-powered team will define the
business solution, followed by a much broader team
to deliver it, and then a line management and
operational team to operate it. The will be a core
team who remain fully involved throughout the
project, but others will need to be brought in as
required.
Team structure will probably be adjusted at each
stage to meet the evolving nature of the project. The right structure for a small, high-
powered, business-design team is unlikely to work for a large applications
development team.
Styles of team
There are two main structural dimensions to the project team:
what type of resource?
what are they delivering?
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For example, a website designer might be working with business managers and
network specialists to create a storefront whilst another website designer is working
with different business managers but maybe the same network specialist on an
Intranet application for presenting internal management information on sales - both as
part of the same project. So, does it make sense to have a team of developers, a team
of managers and a team of network specialists, or should we have a team for thestorefront and a team for the management information system?
Rather than seeing this as an
"either or" choice, we could think
of the project team as a matrix.
Members of the various resource
type teams will need to work
together to share knowledge and
ensure a consistent solution.
People working together on thevarious processes or functional
aspects of the solution will
equally need to work together.
Each of these sub-teams, whether
horizontal or vertical, will need a
recognised leader. Team
members will need to understand
their individual roles.
The question then becomes howto structure this in terms of
reporting and control.
Here are some basic rules that may help you decide how to structure the teams:
People working together in a team usually see their teammates as "being on
their side". They will normally work together and help each other to achieve
their collective goals.
Placing people in the same team generates collaboration, knowledge sharing
and skills transfer - for example, between the specialists in a software package
and the key future users of that package.
Building a good, effective teamis vital - team structure will influence the way
the team behaves. Aim to create acollaborative team, where individuals share
knowledge, co-operate, support each other and are motivated to achieve the
team's goals.
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Interaction between team members is the best way to get a balanced view of all
perspectives, eg business needs, practicality, technical feasibility, efficiency,
performance.
The understanding, knowledge, and capabilities of people working in other
teams are rarely exploited to the full.
People working in other teams are often viewed as a nuisance - they interferewith our team's progress.
According to thecomplexity theory, putting a large number of people into a
single team creates more interplay than progress.
We will take a look at someexample team structuresbelow. First, let's consider the
roles within those teams.
Roles
There are many different roles in addressing a full business solution. Some of these
will probably form the core full-time project team. Others may be part-time
specialists, and others might be representatives of various groups interested in the
project. As well as identifying the type of person, it is often necessary to give thought
to the level of capability or power. If we need someone who can take a business
decision we must identify the right person. If we need someone to do routine work,
we should not waste the time of a more expensive resource.
Core team roles will normally depend on what you are doing. For example, you mightneed sales managers, website designers and Java programmers, or you might need
accountants, systems analysts and COBOL programmers. Other roles may depend less
on the specific solution; for example, you almost always need a Project Manager.
Here are some common project roles along with a brief explanation:
Role Explanation
Project Sponsor The person who saw a need for change and had the
authority to make something happen. There may be
several sponsors who collectively have this role. Itmay be that even higher authority and support is
required such that others should also be drawn into
this role.
Supporting Sponsors To succeed in all aspects of the project in all parts of
the organisation it may be necessary to establish
many supporting sponsors at different levels and in
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different organisational units.
Project Director The person with genuine executive authority over
the project. The Project Director has full
accountability and responsibility for the project's
success, and has the power to make all decisions,
subject to oversight by the executive bodies.
Executive Committee A body of people representing the overall executive
authority of the organisation. This might, indeed, be
the Board of Directors, or it could be a delegated
sub-committee of the Board
Steering Committeeor
Project Board
The group of people charged with regular oversight
of the project. Collectively they should represent all
significant areas of participation in the project and
they should have authority to take decisions on
behalf of those areas. Members would typically be
departmental heads, Vice Presidents, or Directors,along with external representatives. The Project
Director and Project Manager would normally report
to the Steering Committee.
Project Manager The person with day-to-day responsibility for the
conduct and success of the project. The Project
Manager would normally have control over all
project resources.
Project Office
Manager / Staff
The "Project Office" provides supporting shared
services to the Project Manager and to the overall
Project Team. Often this function has a manager plus
support staff. Typical responsibilities include
controlling and tracking the detailed plan, managing
documentation, preparing reports, etc. It may also be
the place to house part-time specialists supporting
the team, for example, a Training Designer.
Project Accountant A large project may require its own accountant to
deal with procurement, sub-contractor expenditure,
oint venture accounting, progress tracking and
financial reporting etc.
Team Leader Typically the project will be divided into various
sub-teams - each with its own Team Leader. TeamLeaders would be responsible for the management
and coaching of that sub-team. They may also have
responsibility for managing and tracking the detailed
sub-plan for their team.
Organisational Change
Manager / Facilitator
A specialists in identifying issues, requirements and
solutions regarding organisational change, ie
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corporate or individual rational, political and
emotional factors in bringing about the desired
business change.
Communications
Specialist
A specialist in communicating messages within the
organisation. There will normally be a range of
communications media that the project shouldexploit in achieving its goals.
Business Process
Reengineering
Specialist
A specialist in the process and techniques of re-
engineering business processes to gain optimum
performance.
Process Owner The person within the organisation with overall
control, authority, and accountability for any given
business process.
Process Specialist An expert in best practice solutions for a given
business process.
Process Manager A manager within the organisation with detailed
understanding and experience of how a given
process operates.
Process Modeller A specialist in modelling business processes such
that potential improvements can be defined and
quantified.
Solution Architect A specialist in defining overall business solutions
with responsibility for the "big picture".
Technical Architect A specialist in defining technical components of a
business solution with responsibility for the
technical architecture of the solution.
Organisational Design
Specialist
A specialist in the assessment of resourcing needs
and capability levels, plus the design and
achievement of the revised resourcing and
organisational structure.
Solution Designer A specialist in the detailed design of solution
components. There will, in fact, be many different
types of specialist in this category as each needs to
be a specialist in the aspect of the solution they
design, eg database designer, website designer,
program designer, package configuration designer,network designer, procedure designer etc
Developer /
Programmer
A specialist in the creation of solution components.
Again, there will be different types of developer
depending upon what is being developed.
Network and
Telecommunications
A specialist in the design and construction of
networking and telecommunications. They would
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Specialist deal with internal and external networking issues,
such as architecture, hardware, capacity/bandwidth,
etc
Marketing Specialist A specialist in marketing. Where the solution has an
external element, it is important to consider how to
make it attractive to the external people and bodiesconcerned. In particular with eSolutions, such
considerations will form a fundamental part of the
design of the solution rather than just an exercise
following the completion of the solution.
Training Specialist A specialist in identifying training needs then
designing training approaches and content to meet
those needs.
Training Developer A specialists in the development of training
materials. Often the most efficient approaches to
training delivery will require some or all of thecontent to be created and delivered electronically.
Trainer A person with the skills and knowledge required to
deliver training content.
Documenter /
Technical Writer
A specialists in the creation of accurate usable
documentation - both for the day-to-day use of the
solution and as design documentation for future
reference. Documentation in modern solutions will
normally be supported electronically, eg using
workflow software and context-sensitive help
information.
End User End users form valuable resources in the team - they
can be used for many purposes related to the design,
construction and delivery of the business solution.
As former members of the team they will return to
their departments as experts and coaches for the new
solution.
Computer Operations
Analyst / Staff
A specialist in the way the live technical solution
should be operated. Operating procedures would
include routine operations, controls, security,
backup/recovery, disaster plans, etc.
Facilities Manager /
Staff
The people responsible for the provision of
appropriate accommodation for the revised
organisation to perform the new processes. This may
be simply some adjustment of existing facilities or it
might amount to the acquisition and construction of
entire new facilities.
Lawyer / Legal A legal specialist who would deal with various
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Adviser contractual matters such as detailed contracts for the
provision of equipment or services.
External Auditor The external accountants who are responsible for the
audit of the organisation. They may need to review
the plans, designs and completed solution to ensure
it meets an adequate standard from an auditperspective.
Internal Auditor An employee of the organisation charged with
responsibility within the organisation for
maintaining standards and procedures.
External Regulator Many industries and organisations are subject to
various forms of regulation by external regulators.
There may be a need to co-operate with these
regulators or to maintain specific records or
information to meet their requirements.
Quality Manager A person responsible for processes and proceduresthat ensure required levels of quality are achieved.
Quality Auditor A person responsible for the Quality Audit - ie
checklist adherence to declared procedures and
deliverables.
Case Study
A local health authority finance manager who was about to implement newaccounting systems was attending a briefing about implementation projects.
We explained all the different roles that might be needed to deliver a
complete solution.
He said " but I can only spare a half day a week and there's just one
technician who handles all our IT."
We did not have an acceptable answer for him.
Example team structures
There are many ways to organise the team. Take a look at these examples. Think
about why these teams might have been structured in these ways. Then take a look at
the commentary about them.
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Process or functionally structured team
In this structure the major functional areas have been addressed by teams
focused on that area. The team would have a mix of people so that all the
necessary skills, knowledge and understanding are collectively within that
team, subject to any further specialised support that is needed.
The technical elements of the overall solution have been recognised as
requiring a team of specialists, so, in fact, we have part of the team structure
fully process-structured and another part in a resource pool form.
Other features in this example:
Project Manager is supported by a Project Office.
Project Director is on the same level as the Steering Committee (and
would probably be seen as a full member of the committee).
Project Manager reports to the Steering Committee.
There is an ultimate decision making body at an executive level
above the Steering Committee.
Process structured team - with detail
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This is a very similar structure to the previous one. The main teams have
been defined to support the major business processes within the scope of the
project. Specialised shared service teams have been set up - one for all the
technical support areas and one for non-technical general and specialised
support, eg change management and training.
Other features in this example:
Project Office provides significant range of shared services - not just
administration.
Process Owner Directors within the organisation are matched with
process teams for efficient communication on a "one-to-one" basis
instead of through various committees and layers of management
Technically oriented members of the process teams have a secondary
reporting relationship to the technical team leader.
Although the analysts operate within the process team, the
programmers are in a shared service resource pool.
Resource Pool structure
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This structure is based on the traditional resource pool concept. Teams are
constructed from similar types of resource. People often feel more
comfortable in teams like this, but they do not necessarily combine together
so effectively to produce solutions. For any given issue, a combination from
different teams will need to communicate and collaborate. For example,
design by prototyping would be conducted by members of the user team and
the applications team.
In some IT environments, the staff believe separation from the business and
users is an advantage. They find the "interference" from users slows their
progress. This may well be true - but close collaboration with the business
will normally improve the quality of the solution and prevent the risk of
delivering a solution that is not valued by the user community.
Usually teams are constructed to promote collaboration, knowledge sharing
and skills transfer. One particular, and unusual, use for this structure is where
you wish to minimise skills transfer. This has been considered valuable in a
few cases where there is a significant shortage of a particular skill in the
marketplace. Why? Because if you transfer skills to the line staff they allresign to double their salary as consultants - see the case study below.
Other features in this example:
BPR and Change Facilitators are, in effect, also a resource pool;
however, they occupy a special position in the structure - facilitating
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change through the user team and the process owners.
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Matrix Organization and project
management
A matrix organization structure is intended
to facilitate the horizontal flow of skills and
information.
The matrix organization is an attempt to combine the advantages of the pure
functional structure and the product organizational structure. This form is identically
suited for companies, such as construction, that are project-driven. The figure below
shows a typical Matrix organization.
In a matrix organization, each project managerreports directly to the vice president and
the general manager. Since each project represents a potential profit centre, the power
and authority used by the project manager come directly from the general manager.
Information sharing is mandatory in such an organization, and several people may be
required for the same piece of work. However, in general, the project manager has the
total responsibility and accountability for the success of the project. The functional
departments, on the other hand, have functional responsibility to maintain technical
excellence on the project. Each functional unit is headed by a department manager
whose prime responsibility is to ensure that a unified technical base is maintained and
that all available information can be exchanged for each project.
Typical Matrix organization
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The basis for the matrix organization is an endeavor to create synergism through
shared responsibility between project and functional management. Other advantages of
a pure matrix organizational form, to project management, include:
Because key people can be shared, the project cost is minimized
Conflicts are minimal, and those requiring hierarchical referrals are more easily
resolved There is a better balance between time, cost and performance
Authority and responsibility are shared
Stress is distributed among the team