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1
It always takes longer than you
think - even if you think it will
take longer than you think.
Reflections on project management
Pete Walker, Internet Development Manager
peter.walker@bristol.ac.uk
2
What’s it all about?
• The delights of project management
– Mainly from the developer’s perspective
• Not another methodology
– Tips, tricks, techniques, clichés, trite little sayings,
wise sayings, my mistakes, etc
• I won’t solve all your problems
• I won’t answer all your questions
– but please ask questions at any time
• I will save you time and money!
3
Why am I here and what do I know?
• 15 years IT experience
• Programmer/DBA/Project Manager in Local
Government
– Oracle, PL/SQL, Paradox and other PC apps
• Software Development Manager at
Emis/Capita FHE
– Student record systems for FE & HE
– Oracle, VB, client-server
• Software Development Manager with Swift
– Stock control, financial and manufacturing systems
– Ingress database and 4GL
• May 2001 - joined ILRT
4
What does ID group do?
• Web sites and applications
– CMS for University of Bristol, C of E, LTSN-Best
– Online survey software, car share software
– UCISA, SCONUL, HESDA, Leadership Foundation
– Departmental VLE’s
– Course Online Booking System
– eLearning apps
• 10 staff plus others from ILRT and IS
• Open-source
• Quasi-commercial
• 50% UoB/50% external
5
A lot to cover – the rest of this
session
• Definitions
• Knowledge
• Alarm bells
• Requirements
• Project scope
• What the client must
do
• How much and how
long?
• Planning
• Communication
• Handling change
• We’re late!
• Finished?
• Measuring outcomes
• Project team
• Questions
6
Definition time – “To manage”
• Poster worthy?
– Be successful, achieve a goal, be in charge of, act
on, deal successfully, control
• Sometimes necessary!
– “achieve something by trickery or devious methods”
• Reality? (Struggle, frustration, just-about-do-it) e.g.
– “We just managed to catch the train in time”
– “He managed to convince them”
– “We managed to hide the fact that the widget did
not actually work yet”
7
To project manage (1)
• You must play office politics
• Knowledge leading to control
• Lots of administration
• Gain respect and authority (aka: at least
look as if you know what you are doing!)
8
To project manage (2)
• You are being watched!
• You are not expected to be expert on
everything
• Expertise not through knowing but knowing
where to find out
• 3 C’s
– Commitment
– Communication
– Coordination
• Despite the above - you need to know a lot of
things!
9
Knowledge
• Professional knowledge e.g software,
methodologies
• What projects have we got on and where are
they at?
• Whose working on them, what are their skills?
• What’s coming up next?
• Costs (and ideally success criteria/ROI)
• Milestones, deadlines
• Customer comments – good and bad
• Timesheets, Bug lists, Wash-up meetings
10
Project initiation - Alarm bells!
• Nobody’s project (or no one important) – you need a
project sponsor
• No long term budget (initial spend only 30% of total)
• Multiple customers/stakeholders
• People think it is only a technical project
• The job has to fit a budget not the other way round
• Multiple dependencies
• Potential feature creep – “oh and it could do this”
• No idea where this project fits with institutional goals or
strategies
• Have all this responsibility but not any authority
11
Requirements - what do you
want?
• System requirements – the BIG problem?
• Users WILL change their minds (for sure,
always, every time, without fail…)
• They will never get everything
• MoSCoW
• “Must Have” V “Should have”?
• Do you still want the system if you do NOT
get this feature?
12
You won’t get this…
• “Out of scope”- List what you won’t do
• Don’t assume anything – check and
agree
• Client contact may change – write it all
down
• You WILL miss something
• Write it down for next time - keep
standard text
• Get someone to sign (CYA)
13
What the client has to do and
when
• Tell them what to do and when e.g.
– How many meetings?
– Arrange for staff (particularly senior) to be available?
– How long to review documents or designs?
– Buy licences?
– Sort-out domain names?
– Prepare content (major)?
– Convert data, etc?
• Penalties for being late!
• Customer is always right? – not necessarily!
14
Biggest Knowledge gap?
How much and how long?
• We’re all optimists - PMWT
• Resist giving ball-park figures for cost or time
• “I know this bloke wot wrote …”
• “Gutless estimating” (Brooks)
• Function-point analysis?
• Metrics 
• Are you good at estimating – be honest!
• Get estimates from project staff (buy-in)
• Are your staff good at estimating – be honest!
15
We just don’t know!
• Most importantly - CYA
• Tell the customer (more than once)
• Try to better define requirements
• Get paid for an analysis and
specification phase?
• DSDM?
– Fix dates and budget but be flexible on functionality
– Prototype
– Time box
– Cooperate – client as team member
16
Planning (1)
• Define scope before planning
• Emperor’s clothes?
• Public plan and real plan?
• Gantt chart, Excel, Word?
• Plan and then throw it away?
• Effort V Elapsed – 3 day week?
• Specific points in the year – guide not
determine e.g.
– Start of the academic year
– “It will be over by Christmas”
17
Planning (2) - What to include
• Analysis
• Specification
(iterations?)
• User interface design
(iterations?)
• Development phases
• Testing (and fixes!)
• Content preparation
• Documentation
• Holidays?
• Server set-up?
• Document review?
• User acceptance?
• Project
management?
• Admin?
• Meetings?
• Milestones
18
Planning (3)
• Project Risk log – What’s the
worse that could happen?
• What risks do you make public?
(CYA)
• Will the customer overrun – do
you risk it?
• Communication plan
19
Communication (1)
• Communication plan
– Audience. Who should receive the communication?
– Reason. Why you are communicating with them.
Why are they a key stakeholder.
– Event. The communication, be it a weekly report, or
a presentation, or seminar
– Responsible. Who is responsible for preparing and
scheduling the piece of communication.
– Medium. The way in which it will be delivered.
– Timing. How often it will be presented.
– Content. What it will contain. This should address
the reason the audience will be interested in the
project.
20
Communication (2)
“Communication is not saying
something; it is being heard [and
understood]”
• People hear what they want to
hear; it suit their needs
• Write things down (CYA)
21
We’d just like to change…
• Change is inevitable, accept it (but not
too readily!
• It never pays to be helpful!
• Communicate & CYA
– Who is asking for it?
– Get exact details
– Impacts and risk
– Write it all down
– Get authorisation
22
Doesn’t time fly!!
• How does a project go late – one day at a time
• Why?
– Hidden requirements
– Changing requirements (poorly managed)
– Under-estimation
– Technology
– Illness, staff leaving
• When development is 90% complete the
project is only two-thirds done.
23
POF?
• Out of control, getting worse, redeemable but
only if you act now.
• Communicate - tell the customer – talk to
them (even if there is nothing much to say)
• Don’t throw resources at it!
• Cut functionality rather than extend deadlines
• If you do extend deadlines then make it
realistic (only do it once)
24
Technology
• Often the least important factor but…
• Never use new technology on a
time/business critical project
• NEVER use new technology on a
time/business critical project
• Buy V Build – it depends….
• Don’t lock-in content
25
When its “finished”
• Only finished when no one is using it
anymore
• Wash-up – how was it for you? Good
bits as well as bad
• Maintenance
– 20% of initial budget?
– Initial cost only 30% of lifetime cost
• Don’t rely on one person – spread the
knowledge
26
Measuring the outcomes ROI
• Number of users
• Increased sales
• Intangibles – image, lack of legal
action, etc
• Site usage stats – misleading
• People forget the past – point to
achievements
27
The project team (1)
• You need a mix – From gurus/high-flyer
through to plodders
• Assign responsibilities
– try to avoid single expert
– Assign the Cardboard cut-out developer?
– Office Whiteboard of who’s doing what
• Keep people involved and informed
• Belbin team roles
http://www.belbin.com/
28
Project team (2) - Belbin team
roles
• Plant
• Coordinator
• Monitor/Evaluator
• Implementer
• Complete Finisher
• Resource
Investigator
• Shaper
• Team Worker
• Specialist
29
Pitfalls
• Governance at the expense of
leadership?
• Becoming defensive
• “It’ll never work” - focus on the
negatives
• Lose enthusiasm
• Not prepared to take risks
30
Do I practice what I preach?
• No
• I still under-estimate
• I often regret not writing things down
• I don’t say “no” enough
• I still sometimes let keen developers
use new technology
• …and always regret it!
31
PM buzzword bingo
• SSADM
• DSDM
• XP
• RAD
• UML
• UCD
• ROI
The useful ones?
• CYA
• POF
• MoSCoW
• PMWT
• 3 C’s
32
QUESTIONS?
Peter.walker@bristol.ac.uk
http://www.ilrt.bristol.ac.uk

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IWMW 2004: It Always Takes Longer Than You Think (Even If You Think It Will Take Longer Than You Think) (B1)

  • 1. 1 It always takes longer than you think - even if you think it will take longer than you think. Reflections on project management Pete Walker, Internet Development Manager peter.walker@bristol.ac.uk
  • 2. 2 What’s it all about? • The delights of project management – Mainly from the developer’s perspective • Not another methodology – Tips, tricks, techniques, clichés, trite little sayings, wise sayings, my mistakes, etc • I won’t solve all your problems • I won’t answer all your questions – but please ask questions at any time • I will save you time and money!
  • 3. 3 Why am I here and what do I know? • 15 years IT experience • Programmer/DBA/Project Manager in Local Government – Oracle, PL/SQL, Paradox and other PC apps • Software Development Manager at Emis/Capita FHE – Student record systems for FE & HE – Oracle, VB, client-server • Software Development Manager with Swift – Stock control, financial and manufacturing systems – Ingress database and 4GL • May 2001 - joined ILRT
  • 4. 4 What does ID group do? • Web sites and applications – CMS for University of Bristol, C of E, LTSN-Best – Online survey software, car share software – UCISA, SCONUL, HESDA, Leadership Foundation – Departmental VLE’s – Course Online Booking System – eLearning apps • 10 staff plus others from ILRT and IS • Open-source • Quasi-commercial • 50% UoB/50% external
  • 5. 5 A lot to cover – the rest of this session • Definitions • Knowledge • Alarm bells • Requirements • Project scope • What the client must do • How much and how long? • Planning • Communication • Handling change • We’re late! • Finished? • Measuring outcomes • Project team • Questions
  • 6. 6 Definition time – “To manage” • Poster worthy? – Be successful, achieve a goal, be in charge of, act on, deal successfully, control • Sometimes necessary! – “achieve something by trickery or devious methods” • Reality? (Struggle, frustration, just-about-do-it) e.g. – “We just managed to catch the train in time” – “He managed to convince them” – “We managed to hide the fact that the widget did not actually work yet”
  • 7. 7 To project manage (1) • You must play office politics • Knowledge leading to control • Lots of administration • Gain respect and authority (aka: at least look as if you know what you are doing!)
  • 8. 8 To project manage (2) • You are being watched! • You are not expected to be expert on everything • Expertise not through knowing but knowing where to find out • 3 C’s – Commitment – Communication – Coordination • Despite the above - you need to know a lot of things!
  • 9. 9 Knowledge • Professional knowledge e.g software, methodologies • What projects have we got on and where are they at? • Whose working on them, what are their skills? • What’s coming up next? • Costs (and ideally success criteria/ROI) • Milestones, deadlines • Customer comments – good and bad • Timesheets, Bug lists, Wash-up meetings
  • 10. 10 Project initiation - Alarm bells! • Nobody’s project (or no one important) – you need a project sponsor • No long term budget (initial spend only 30% of total) • Multiple customers/stakeholders • People think it is only a technical project • The job has to fit a budget not the other way round • Multiple dependencies • Potential feature creep – “oh and it could do this” • No idea where this project fits with institutional goals or strategies • Have all this responsibility but not any authority
  • 11. 11 Requirements - what do you want? • System requirements – the BIG problem? • Users WILL change their minds (for sure, always, every time, without fail…) • They will never get everything • MoSCoW • “Must Have” V “Should have”? • Do you still want the system if you do NOT get this feature?
  • 12. 12 You won’t get this… • “Out of scope”- List what you won’t do • Don’t assume anything – check and agree • Client contact may change – write it all down • You WILL miss something • Write it down for next time - keep standard text • Get someone to sign (CYA)
  • 13. 13 What the client has to do and when • Tell them what to do and when e.g. – How many meetings? – Arrange for staff (particularly senior) to be available? – How long to review documents or designs? – Buy licences? – Sort-out domain names? – Prepare content (major)? – Convert data, etc? • Penalties for being late! • Customer is always right? – not necessarily!
  • 14. 14 Biggest Knowledge gap? How much and how long? • We’re all optimists - PMWT • Resist giving ball-park figures for cost or time • “I know this bloke wot wrote …” • “Gutless estimating” (Brooks) • Function-point analysis? • Metrics  • Are you good at estimating – be honest! • Get estimates from project staff (buy-in) • Are your staff good at estimating – be honest!
  • 15. 15 We just don’t know! • Most importantly - CYA • Tell the customer (more than once) • Try to better define requirements • Get paid for an analysis and specification phase? • DSDM? – Fix dates and budget but be flexible on functionality – Prototype – Time box – Cooperate – client as team member
  • 16. 16 Planning (1) • Define scope before planning • Emperor’s clothes? • Public plan and real plan? • Gantt chart, Excel, Word? • Plan and then throw it away? • Effort V Elapsed – 3 day week? • Specific points in the year – guide not determine e.g. – Start of the academic year – “It will be over by Christmas”
  • 17. 17 Planning (2) - What to include • Analysis • Specification (iterations?) • User interface design (iterations?) • Development phases • Testing (and fixes!) • Content preparation • Documentation • Holidays? • Server set-up? • Document review? • User acceptance? • Project management? • Admin? • Meetings? • Milestones
  • 18. 18 Planning (3) • Project Risk log – What’s the worse that could happen? • What risks do you make public? (CYA) • Will the customer overrun – do you risk it? • Communication plan
  • 19. 19 Communication (1) • Communication plan – Audience. Who should receive the communication? – Reason. Why you are communicating with them. Why are they a key stakeholder. – Event. The communication, be it a weekly report, or a presentation, or seminar – Responsible. Who is responsible for preparing and scheduling the piece of communication. – Medium. The way in which it will be delivered. – Timing. How often it will be presented. – Content. What it will contain. This should address the reason the audience will be interested in the project.
  • 20. 20 Communication (2) “Communication is not saying something; it is being heard [and understood]” • People hear what they want to hear; it suit their needs • Write things down (CYA)
  • 21. 21 We’d just like to change… • Change is inevitable, accept it (but not too readily! • It never pays to be helpful! • Communicate & CYA – Who is asking for it? – Get exact details – Impacts and risk – Write it all down – Get authorisation
  • 22. 22 Doesn’t time fly!! • How does a project go late – one day at a time • Why? – Hidden requirements – Changing requirements (poorly managed) – Under-estimation – Technology – Illness, staff leaving • When development is 90% complete the project is only two-thirds done.
  • 23. 23 POF? • Out of control, getting worse, redeemable but only if you act now. • Communicate - tell the customer – talk to them (even if there is nothing much to say) • Don’t throw resources at it! • Cut functionality rather than extend deadlines • If you do extend deadlines then make it realistic (only do it once)
  • 24. 24 Technology • Often the least important factor but… • Never use new technology on a time/business critical project • NEVER use new technology on a time/business critical project • Buy V Build – it depends…. • Don’t lock-in content
  • 25. 25 When its “finished” • Only finished when no one is using it anymore • Wash-up – how was it for you? Good bits as well as bad • Maintenance – 20% of initial budget? – Initial cost only 30% of lifetime cost • Don’t rely on one person – spread the knowledge
  • 26. 26 Measuring the outcomes ROI • Number of users • Increased sales • Intangibles – image, lack of legal action, etc • Site usage stats – misleading • People forget the past – point to achievements
  • 27. 27 The project team (1) • You need a mix – From gurus/high-flyer through to plodders • Assign responsibilities – try to avoid single expert – Assign the Cardboard cut-out developer? – Office Whiteboard of who’s doing what • Keep people involved and informed • Belbin team roles http://www.belbin.com/
  • 28. 28 Project team (2) - Belbin team roles • Plant • Coordinator • Monitor/Evaluator • Implementer • Complete Finisher • Resource Investigator • Shaper • Team Worker • Specialist
  • 29. 29 Pitfalls • Governance at the expense of leadership? • Becoming defensive • “It’ll never work” - focus on the negatives • Lose enthusiasm • Not prepared to take risks
  • 30. 30 Do I practice what I preach? • No • I still under-estimate • I often regret not writing things down • I don’t say “no” enough • I still sometimes let keen developers use new technology • …and always regret it!
  • 31. 31 PM buzzword bingo • SSADM • DSDM • XP • RAD • UML • UCD • ROI The useful ones? • CYA • POF • MoSCoW • PMWT • 3 C’s