Organizational Development Consultant and Leadership Coach

Back by popular demand: The What, When and How of Project Charters

January 12, 2018

“I’ve been asked to lead a change project within my company, but I’m not really sure what is expected. What should I do?”

What is a Project Charter?

A Project Charter is a one page document that describes the new project’s:

  • Objectives
  • Measures and targets – both financial and non-financial
  • Deliverables
  • Assumptions re: support requirements, risks, inter-dependencies, etc.
  • The Project Sponsor (the leader ultimately accountable for the project’s success) the Project Manager (the person who leads the project on a day-to-day basis), and Team Members (people assigned to the project either full or part time), and the time required for Continue reading
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U.S. Soldiers, Back in Iraq, Find Security Forces in Disrepair: a Lesson in Sustainability

April 15, 2015

“When I left in 2009,” Major Modlin said, “they had it, they really did. I don’t know what happened after that.”

The New York Times reported today that US soldiers are finding that the Security Forces that they trained are not doing as well as expected.

Back for the first time since the United States left in 2011, none of the soldiers thought they would be here again, let alone return to find the Iraqi Army they had once trained in such disrepair.

Colonel Schwemmer said he was stunned at the state in which he found the Iraqi soldiers Continue reading

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Managing stakeholders when the stakes are high

April 8, 2015

In this blog I share insights from Clive Mallard of The Independents’ Consultant, who articulates sound advice for consultants or project leaders managing a project involving significant change.

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Let me start with a definition. When I refer to business stakeholders I mean, individuals or teams within the business who will either be impacted by a change being proposed or who will have an influence on the decisions that will be required.

Using a client example, here’s what we did.

1.) Developed a comprehensive stakeholder map.

Firstly I worked with the project leads to identify who Continue reading

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Fifteen Techniques for Implementing Decisions: #15 Sustainability Analysis

February 22, 2015

“It seems that every time we implement a change, within a few months, people are back to their old ways of working. What can we do to make change stick?”

#15: Sustainability Analysis

What is Sustainability Analysis?

Many changes do not ‘stick’ because no one has taken the time to identify and address the issues that will support or sabotage the change over the long term. Sustainability Analysis is designed to identify and address issues critical to making the change stick.

Examples of issues that can impact sustainability include:

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Fifteen Techniques for Implementing Decisions: #14 Stakeholder Identification and Planning

February 15, 2015

“I know that our strategy is going to make significant changes to the way we work around here. And I know that there will be a lot of resistance. What can I do to ensure that our strategy actually becomes a reality?”

#14: Stakeholder Identification and Planning

What is Stakeholder Identification and Planning?

A stakeholder is anyone who has a stake in the results of your change. In a business situation, stakeholders could include employees, management, unions, customers, suppliers, the board of directors, shareholders, community interest groups and government regulatory authorities.

Shareholder Identification and Planning is the process of Continue reading

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Fifteen Techniques for Implementing Decisions: #13 Roles and Responsibility Charting/RACI

February 7, 2015

“We will need to change some of our existing processes and ways of working with other departments when we implement new technology next month. I’m expecting complete chaos. How can I avoid confusion and bad feelings?”

#13: RACI

What is Roles and Responsibilities Charting/RACI?

RACI is a method to agree and document roles and responsibilities.

RACI stands for:

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Where most other methods document only the person who is accountable for a decision or activity, RACI also documents who will be involved in doing the work, who will be consulted before a decision is taken, and who will be informed after Continue reading

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Fifteen Techniques for Implementing Decisions: #12 Progress Reviews

January 24, 2015

“I was given the responsibility for running a project within my company a few months ago. I’m doing my best, but the project is already running out of steam and so am I. My boss hasn’t asked me about the project even once, so maybe it’s no longer a priority. I’m not really sure. Maybe I should just put the project on the back burner and see what happens. What do you think I should do?

#12: Progress Reviews

What are Progress Reviews?

Progress Reviews are the mechanism for tracking a project’s progress and results. When done on Continue reading

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Fifteen Techniques for Implementing Decisions: #11 Executive Steering Group (ESG)

January 18, 2015

“I got approval for an important change in the way we do business, but now we’re stalled. The people on our project team don’t have the clout to break through the logjams and resolve cross-functional issues. What should I do?

#11: Executive Steering Group (ESG)

What is an Executive Steering Group?

Executive Steering Groups (ESGs) are groups that are called together for purposes of overseeing a specific project or program. Your ESG should represent your major stakeholders, and have the decision making authority to drive the direction of your project. ESGs usually consist of individuals in leadership positions and are Continue reading

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Fifteen Techniques for Implementing Decisions: #10 Project Plans

January 10, 2015

“We seem to have a difficult time moving from large, complex goals into detailed action plans. Is there a technique that can help us better organize our efforts in this type of situation?”

#10: Project Plans

What are Project Plans?

The Project Plans technique helps you effectively prepare a complex action plan. After an organization or group has agreed upon and approved a goal, the next step is to create an action plan for achieving that goal. If the goal is large and complicated, the resulting action plan will have several levels and categories of activity.

A Project Continue reading

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Fifteen Techniques for Implementing Decisions: #9 Project Teams

January 2, 2015

“I’ve just been asked to lead a change project within our company. I know I don’t have all the skills and information to achieve the expected results on my own. It’s going to be especially tricky because a lot of groups are going to be impacted by the change, and I’m sure they are going to resist. What can I do to lower my risk and improve my chances of success?”

#9: Project Teams

What are Project Teams?

Most significant decisions require changes to people, processes or technology when they are implemented. Therefore, they require significant effort to Continue reading

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