When is a project a Project? How to prevent the buildup of
backlogged requests
I just wrote something up (internal wiki) that I thought was
common knowledge, but I think it's one of those soft-skills
things that makes total sense once
you hear about it - but somebody needs to tell you.
I think of one of the reasons that IT (at times) intimidates the
business - or why IT gets the cold shoulder when it comes to process
improvement efforts - is that we can get a bit too wrapped up in the Art and Science
of Project Management. It's hard to build that business-savvy image when
every new idea that comes your way is met with a 12-month waterfall Gantt,
a copy of the PMBOK,
and a formal sign-off
sheet.
Howzabout a little common sense first? When you hear about an
interesting idea from someone in the business, spend some face
time with the requestor. E-mails and phone calls will not suffice; you
can't build a relationship that way. Have a conversation about
what they want vs. what they need ...
- Sanity Check: Do they want something huge?
Impossible? Impractical? is a great idea, but completely out of line
with current corporate strategies/priorities? If so, help them
understand they are boiling
the ocean, it's overkill and/or not likely to get worked on in the
next 12 months. If they agree that this is a bit of a stretch - hey,
you're done! You've successfully stopped a bunch of needless
administrivia work before it even started!
- If they still think it's a great idea, consider capturing
the magic by putting together a simple (i.e. quick) Project
Charter document, and adding it to your "master list" of projects.
Then, immediately put the project on Hold. It will be in
your database / list forever, we won't lose track of the Great
Ideas embedded within ... but it will be off of our immediate
radar screen.
- Training Issue: Are they asking for something that
can be done in a different way (ie. shooting
rabbits with a bazooka)? Maybe they don't understand all that (insert
your favorite ERP here) has to offer. Can we solve their request with
some training?
- Quick Hit: If they're asking for something that is
twenty effort
hours (or less), has minimal impact on a small number of people (ie.
no training will be needed), and could get taken care of over a few
days/weeks - consider it "filler work", and don't bother creating a
formal Project for the effort. The business will love that you're
delivering value without bureaucracy. Your brain will relish the
chance to fill-in the dead time between meetings. And, your boss
will/should dig it because it's lagniappe - that
little something extra. Sometimes, all they need
is a report tweak or a simple data download ... Web 2.0 is not
the answer for everything.
- Caveat: Don't let this become the way that everything
gets done. If a project is big enough, you should go through the
proper level of rigor - it ensures that your efforts will be
sustainable.
- The Real Thing: Ok, if you've made it this far - this
idea is good, it's not too small, will involve a number of IT and
business resources that need coordination and communication - i.e. Project
Management - then yes, you need to follow your IT group's standard
process. No shortcuts (from here on out ...)