Author: Linky

Linky

Announcement – New Course for Excel Project Managers

By Doug Hong

All over the world there are project managers with a preference to use Excel as a planning, reporting and communications tool. It’s well-known, easy to use and easy to communicate those plans with management. This article will introduce you to a course that will teach you how to use Excel as a new project manager.

Excel 2010 for the New Project ManagerThis course is meant to be a short but information rich introduction to learn how to use Excel as a new project manager. And if you are an experienced project manager, you may also pick up some tips that could help with your individual projects.

You may be running projects that require something to help manage or present information and usually a common tool is Microsoft Excel. Though it may not have the features of Project Management specific software, Excel is robust enough to use for project management.

Once you understand what Excel can do, you’ll find it is a very powerful tool that will probably do the majority of what you want. You just need to figure out how to use it. To really understand Excel you should probably start with the basics (and there is a lot to learn!).

This course is a lecture only format that gives just enough information to get you started to feel comfortable using Excel to run projects.

The course will cover the following:

• Explore the Excel 2010 User Interface
• Understanding the Ribbon
• A Look at the Backstage view
• Quick Access Toolbar (QAT)
• Workbook and Worksheet Basics
• Primer to Cells, Columns and Rows
• Exploring different views using Freeze Panes and Split Panes
• How to Create Formulas and use Functions
• Using Lists Filters
• How the Table Feature Works
• Basics of Charting
• Formatting Charts
• Using Styles and Text Formatting
• Tips on Printing
• Keyboard Shortcuts
• How to Create a Gantt Chart
• How to Create a Pareto Chart
• How to Create a Timeline Chart

There are a lot of things you can do with Excel and this course should give you the tools to really understand how it works. By the end of the course you should be familiar with using Excel and will also be able to create some charts to use in your work.

To access the course: Excel 2010 for the New Project Manager, please send a mail to: linky@virtualprojectconsulting.com
for a coupon for free access to the course.

About the author: Doug Hong is a business analyst for a Fortune 500 technology company. He was a former PMP certified practitioner and now focuses on metrics dashboards and visualization using advance Excel features. He shares his knowledge with training videos on his Excel Training 101 site. He also has an extensive list of training videos where you can subscribe to on YouTube.

Linky

Are you ready to take your PMI Agile Certified Practitioner Exam?

This article is about identifying your eligibility to take your PMI-ACP exam.

Do you work in an environment where you use one or more Agile methodologies regularly? Do you have both general project experience as well as Agile project specific experience? If either of these scenarios apply to you and you are interested in earning your Project Management Institute Agile Certified Practitioner (PMI-ACP)® certification, then use these steps to discover if you are eligible to take the PMI-ACP® Exam.

Many people/companies see holding the PMI-ACP® certification as a demonstration of professionalism in one or more Agile methodologies. To determine whether you are eligible to take the PMI-ACP® Exam, just follow the simple 4-step approach outlined below.

Step 1: Read the PMI Agile Certified Practitioner (PMI-ACP)® Handbook

Click here to download the PMI-ACP® Handbook produced by Project Management Institute (PMI)®.

Pay close attention to sections that cover eligibility requirements and the application process. It is in the eligibility requirements section that you will find information regarding the exam requirements as they pertain to educational background, general project experience, Agile project experience, and Agile specific training requirements in order to take the PMI-ACP® Exam.

In the section covering the application process you will find out how your experience is counted when applying to take the PMI-ACP® Exam. The thing to remember about experience is you must account for Agile project experience and general project experience separately. You cannot record the same project under both Agile and general project experience, and you cannot count hours associated with general project experience towards your Agile project experience hours.

Step 2: Read the PMI-ACP® Examination Content Outline

Click here to download the PMI-ACP® Examination Content Outline produced by the Project Management Institute (PMI)®.

As you review the Tools & Techniques, Knowledge & Skills, and Domains & Tasks sections you should recognize many of them as those you use or have relied upon as part of your own activities when working on Agile projects. Half of the PMI-ACP® Exam covers Agile Tools & Techniques and the other half covers Agile Knowledge & Skills. Domains & Tasks are not specifically covered as part of the PMI-ACP® Exam; however, this section can provide you with insight as to how Agile project management is understood across different industries.

You may not have utilized all of the tools and techniques, or even have all of the knowledge and skills discussed within the outline; but you should have experience with or utilized the majority of the tools, techniques, knowledge, and skills listed in order to meet the eligibility requirements to sit for the PMI-ACP® Exam.

Step 3: Compare Your Agile Education and Experience with Your Resume

After working through steps 1 and 2 to gain a clear understanding of the education, experience, and Agile specific training requirements required to sit for the PMI-ACP® Exam, grab a copy of your resume and look for areas of overlap. If you are like many people who don’t typically update their resume at the completion of each project, take some time to create an experience list to document all of your project experience since your last resume update. Remember, you cannot overlap your general project and Agile project experience; so you may want to make to separate lists.

If you have copies of project charters or similar documents from the projects you have worked on and they have a clearly defined responsibilities section they can be very helpful when trying to recall and accurately document your experience. Plus you will need all of this information to complete the application for the PMI-ACP® Exam. Next, based on your resume and/or experience lists you need to ask yourself a few questions:

  • Do I have the required experience hours on both general projects and Agile projects?
  • Do my resume or experience lists reflect experience with the majority of the tools, techniques, knowledge, and skills in the outline?
  • Do I honestly meet the criteria?

If your answer to all three is “Yes”, then you are most likely eligible.

Step 4: Contact PMI Customer Care

If you have any doubts concerning your eligibility, contact the Customer Care department at PMI. They have knowledgeable and helpful staff who will be happy to answer your questions.

Following the simple 4-step approach outlined here will allow you to determine for yourself if you are eligible to sit for the PMI-ACP® Exam. In addition, all of the information you have gathered such as education, general project experience hours, Agile project experience hours, and Agile specific training hours will all be very valuable when you start the application process.

Linky

How to Overcome Challenges of Upgrading Legacy Systems

Success Stories SharedRecently we spoke to a project manager, Jason Ingel, who shared a story about a complex multi-year legacy application upgrade project. This is part of the Success Stories Shared initiative whereby experienced project management practitioners share project stories and lessons learnt.

A Credit Card Decision Engine Upgrade

It was a multi-year project for a Credit Card Decision Engine upgrade for a Tier 1 Financial Services company. The upgrade was for a legacy application that was never upgraded since its inception, 10 years before.

What made it complex, is the fact that much in-house customisation was done on the system, which was mostly undocumented. The technical teams had to do a deep dive analysis to decide what parts had to be upgraded and which had to be decommissioned. All new customisation had to be supportable, under warranty. It was a 2-year project that was fully outsourced with 20 off-shore team members as well as an in-house team.

Agreement and Commitment

During the Analysis and Design Phases, extensive analysis was done and the project manager (PM) ensured that the business signed off on each part of the required functionality. No development was started until sign-off was obtained. This covered the project team if the business changed their mind later on.

The project team had a strong technical lead and a 100% commitment across a very technical team, consisting of outstanding senior analysts, with great skills.  This made it much easier to manage such a big project team.

The PM also worked with a client project manager who cooperated very well and was very professional, and had a very good depth of knowledge for a Business PM.

Challenges

Much over-time work was required towards the end for User Acceptance Testing (UAT) due to business users not being available when required.

About 3 months’ worth of business user testing was required. The project team had to work over week-ends to make up lost time. There was an external deadline that had to be honoured. There were also dependencies on this project from other projects.

The technical resources including off-shore based team members, needed to have face-to-face workshops with the client while doing analysis. Much preparation was required for bringing offshore resources to South Africa. They had to stay from 2 weeks to 3 months and some found it hard to adjust to local circumstances.

Read more …

Linky

How to Understand the Dynamics of a Project Team

By Natalie Athanasiadis

Understanding project team dynamicsThe saying “no man is an island” becomes especially true on a project. Working on a project usually means working within a team. Whenever two or more people are put together, the potential for issues and conflict cannot be ignored. The dynamics of a team are difficult to predict and are shaped by team members’ similarities and differences. Understanding and working with group dynamics is key to ensuring positive project results.

Communication

Clear communication is the cornerstone of a successful team, and absolutely vital to the success of a project. It is a project manager’s responsibility to give clear direction and advice and to empower each team member to execute his or her tasks confidently. The lines of communication should be kept open at all times. Team members need to feel comfortable raising any issues with their management team. This helps to foster a flexible team that’s able to respond swiftly to crises or unexpected changes. On the other hand, if communication is unclear and team members are not encouraged to give feedback, the team becomes dysfunctional and results suffer.

Innovative thinking

How innovative a team is, depends to a great degree on the atmosphere of their working environment. A team that feels stifled cannot be creative, no matter what the credentials or talents of its individual members. Criticism should be structured in a constructive manner, a positive, supportive atmosphere that rewards innovation needs to be fostered, one which encourages team members to take creative and calculated chances. This also enhances the problem-solving capabilities of the team.

Motivation to succeed

Leaders who try to intimidate their team members into performing are barking up the wrong tree. Motivation is what makes team members excited to contribute and even go above and beyond the call of duty. On the other hand, unmotivated team members will try to get by doing just the bare minimum, which will have a huge impact on quality. Understanding what motivates team members will enable leaders to find the right incentives.

Trust

Team members need to trust each other to be able to work well together and it takes time to build a cohesive team. Observe your team members closely and you will find that some might try to conceal their weaknesses from their colleagues, while others might lack the confidence to let their abilities shine. A project manager needs to understand the strengths and weaknesses of his or her team in order to build a climate of trust and mutual respect.

Team dynamics are not only complicated but can also have a huge impact on the success of a project, regardless of the abilities of each individual team member.  A good project manager should be able to help a team to reach its maximum potential in terms of efficiency and ability.

 

About the Author: Natalie Athanasiadis is a PR and digital marketing guru specializing in working with large organisations in the project management field including Unispace. Get social with her on Twitter @natalieathana

Linky

The Professional Project Manager

Project Manager (PM Level 1)

As a follow up from the previous article about project management as a profession, this article will discuss the levels of project managers in more detail.

Project Management South Africa (PMSA) have registered three designations for project managers.

A project manager has earned this designation when fulfilling the full spectrum of responsibilities associated with project management being the core focus in their working environment. A PM will have obtained an appropriate first degree / qualification or accreditation and built up the required years of experience performing the role of project managers taking multiple projects through the life-cycle over the required period of time. Project managers maintain a high ethical standard and a minimum endeavour to comply with the principles of the Code of Conduct.

Awarding Criteria

Knowledge: An industry relevant tertiary qualification or a certification/accreditation plus five years of relevant experience. Practical experience should show skills, experience and commitment. Three years of managing projects of low complexity through full life-cycle. Signs and adheres to the prevailing PMSA Code of Conduct Competence: In the process of developing ability in each competency area.
Commitment Member of a professional body for a minimum period of one year.Engage in activities required to maintain registration and further their professional development and current knowledge

 

Senior Project Manager (PM Level 2)

A senior project manager earns this designation when they have actively chosen to pursue a career in project management within the field they originally qualified. They will have the technical knowledge associated with their first degree / qualification and related experience. They will have made the professional commitment to obtain one or more, further qualifications, certifications or accreditations related to project management.

A senior project managers will have applied their knowledge to deliver projects through the complete life-cycle on multiple projects of varying complexity for a period of at least 6 years.

Senior project managers will have membership with a relevant professional body to gain knowledge into current trends and best practices and to share their knowledge with peers. They maintain a high ethical standard and comply with the principles of the Code of Conduct.

The awarding criteria

Knowledge: An industry relevant tertiary qualification and any formal short learning in Programme / project management of 120 hours or certification, accreditation in a recognised methodology at the advanced level (PMP, IPMSA and completion of one renewal cycle of such. Practical experience demonstrated ability to practice in a chosen PM methodology. Experience will include 3 years low complexity, and three years moderate complexity taking projects through the complete life cycle. Members of at least one relevant project management association and participation in activities, like presenting.
Signs and adheres to the prevailing PMSA Code of Conduct.		 Competence: Developed ability in each competency area.
Commitment Adopted and conform to Code of Ethics of professional body.
Member of a professional body for a minimum period of one year. Engage in activities required to maintain registration and further their professional development and gather required number of points.Engage in activities required to maintain registration and further their professional development and current knowledge.

 

Professional Project Manager (PM Level 3)

A professional project manager earns this designation when they reached a level of proficiency associated with an expert in the practice of project management.

This designation is awarded based on an individual’s portfolio of evidence as well as peer interviews in which proficiency, namely knowledge, skill, attributes and emotional intelligence, are analysed. It reviews a candidate’s past work in terms of consistent excellence across multiple projects of a required size and complexity, ongoing professional development and contribution to the growth of the discipline.

Awarding criteria

Knowledge: An industry relevant tertiary qualification and a qualification in project management. Practical experience would show a skill level of advanced or expert ability to practice in a chosen PM methodology. Experience would equal ten years in managing moderate to highly complex projects. Membership and active participation in a professional project management association.
Signs and adheres to the prevailing PMSA Code of Conduct.		 Competence: Attributes would demonstrate traits required of an expert including emotional intelligence, leadership, decision making and problem solving. Developed expert or advanced ability in each competency area.
Commitment Adopted and conform to Code of Ethics of professional body.
Member of a professional body and made a tangible contribution for a minimum period of one year.
Made a contribution to the Body of Knowledge or future project managers through active engagement, research, sharing of best practices and mentorship.
Engage in activities required to maintain registration and further their professional development and gather required number of points.

 

What should you do next

If you are based in South Africa, you are encouraged to visit the Designations FAQ.

Once the system is available, you can activate membership and populate your member profile.

Once you understand the designation criteria, you need to upload all relevant documentation. When invited to do so, make an application for the relevant designation.

Welcome to the world of Professional Project Managers!

Linky

Project Management as a Professional Designation

The purpose of this article is to look at project management as a profession, the characteristics of a professional, the career path and levels of project managers and how to register it as a designation.

A Profession would have the following elements:

project management as a profession

 

 

 

 

 

 

 

 

Source: Project Management South Africa

When we talk about a professional project manager, what does that really mean?

Characteristics of a Professional

In a profession, people would be expected to have certain characteristics. Here are some of those:

  • Advanced education and expertise
  • Membership to professional bodies
  • Implicit adoption of that organisation’s ethics
  • Commitment to continual professional development and learning
  • Sense of responsibility to the wider public
  • Consistent exercise of discretion and judgement

Professionals would have a qualification, an accreditation and/or certification. Let’s look at the definitions to be clear on what each means.

Qualification – A learning outcome as a result of formal tuition. In South Africa it is what is recognised on the National Qualifications Framework (NQF) at the different levels.

Accreditation – Recognition provided to a candidate in accordance with the criteria of a specific organisation or institution typically based on a combination of knowledge and demonstrated ability.

Certification – Certification is often needed to work in some trades. It usually means an individual has passed a trade test administered by a recognised authority. Possessing a certificate of completion of a course is typically not the same as being certified.

Registration – A Professional Registration gives a license to operate and to practice within a scope of operation and to take responsibility for the work. It provides authority to perform a certain scope of work without supervision. The registration is typically a statutory requirement.

Designation – In the South African context designation is a job title. It’s the title conferred by the South African Qualification Authority (SAQA) recognised professional body that could be statutory or non-statutory, based on certain criteria defined by the professional body.

SAQA aims to work with professional bodies towards:

  • Progressing professions by working with those professional bodies that meet the criteria for recognition and with these bodies, regulate professional designations.
  • This promotes public awareness of these professional designations, inspiring pride in the profession, and sets the scene for public protection by requiring adherence to a code of professional conduct.

By recognising and formalising designations, professional bodies contribute to the development of career paths as well as promoting continuous professional development within the profession.

Project Management Landscape

The South African Department of Higher Education and Training named Project/Programme Management the 5th most scarce skill in South Africa. Project Management South Africa (PMSA) aims to provide a career path framework through qualifications, training, accreditation etc. The following designations have been registered:

  • Project Manager
  • Senior Project Manager
  • Principal Project Manager

Ongoing professional development is also enabled. The following image depicts a typical career path:

PM career path

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Please subscribe not to miss the next article in this 2-part series about project management designations.

Linky

Social Media and Project Management in South Africa

This week it was my privilege to be interviewed by Jerry Ihejirika, a project management blogger from Nigeria in his new series called “Project Management for Africa”.

According to Jerry I’m one of the most active African Project Managers on Twitter (@virtualpm) and for that reason as well as my passion for project management, he chose me to interview, using Twitter. I thought it was an innovative medium to use to conduct the interview and a good example of the power of social media to promote our profession.

Below is an extract of the interview that I wanted to share with my community too.

When exactly did you venture into project management and what informed your decision?

I’ve been in the project management profession since 1999. I’m an accidental Project Manager, and I love working with teams and the satisfaction of achieving goals.

As someone who is passionate about project management, what’s the best project management advice you’ve ever received?

From both advice and my experiences: “Always be planning, always be communicating, and always build relationships.”

What’s the level of awareness of project management in South Africa?

In South Africa, there is a growing level of awareness and appreciation of project management as a professional designation. We have a Body called SAQA (South African Qualifications Authority) which has officially recognised project management as a professional designation with career path. It’s also required by corporate employers for a Project Manager to have a PMP (certified) status, especially when applying for senior roles.

Is there any recognized national PM body in South Africa to help promote and advance Project Management in the country?

Yes, Project Management South Africa, or PMSA, representing project management practitioners across all sectors. They have monthly meetings in major cities, a biennial national conference, national printed magazine; we also have PMI chapters whose members meet monthly.

You’re one of the advocates of social media in project management. Do you think social media has a role to play in project management?

Yes, and for different reasons. Some of the benefits of social media in project management include improved collaboration, cost savings, best practice sharing, and networking.

How do you think social media can be utilized to promote and advance project management in Africa?

Through our project management blogs; sharing of project success stories; creating LinkedIn interest groups; leveraging Twitter, podcasts, videos, Google+, and PM Flashblog initiatives.

How would you rate the level of awareness of project management in Africa?

Project management as a designation will contribute to the development of career paths; and also through promoting continuous professional development. In South Africa, we have a national conference by end September with theme: Growing project management in Africa. (See events page for more details.)

Wow, that’s good, and there’s also a national conference in Nigeria by September tagged “Project Management Development in Nigeria” being organized by ProMaCon.

That’s good for raising the awareness of value of project management in Africa.

What advice would you give to a Project Manager who’s planning on incorporating social media in his/her project management profession?

For use of social media on projects, you need a social strategy that’s specific to your organisation’s business objectives, challenges, and culture. You also need to have an adaptable, step-by-step, ongoing formula to bring social media into projects. You can also use social media to build your professional project management career by having a strategy with tactics to communicate on each social media channel.

Please subscribe (to the right) not to miss new posts in future!

Linky

How to Prevent Project Failure with Pre-Mortems

By Bruce Harpham

Project failure is a constant threat. When a project fails on scope, quality or timeliness, the credibility of the project manager is threatened. Delivering the project is the acid test of project manager success. That means we need to understand how to prevent project failure.

project pre-mortemThis article is about one strategy you can use to prevent project failure, pre-mortems. Using the pre-mortem approach is a positive way to harness skepticism and negativity in the work place. Rather than silently enduring complaints from project members, the pre-mortem brings concerns into the open. The pre-mortem also creates a safe space to share project opinions.

Trust is a critical component to a successful pre-mortem session. If your project team has had negative experiences in the past, that fact needs to be taken into account.

The project manager sets the tone for the session. At the beginning of the session, say that challenging ideas are welcome. Otherwise, critical threats to the project’s success may never be discussed. With that context, let’s discuss how to run an effective pre-mortem session.

Run a Pre-Mortem Meeting in Five Steps

Follow these five steps to run your pre-mortem session. If you are new to the process, be patient with yourself. Implementing a new idea can feel uncomfortable at first.

Note that the pre-mortem is designed to be used in the early stages of a project. Applying this practice late in the game is akin to providing a vaccine to a terminal patient: timing matters!

#1 Provide the Project Plan

In order to provide meaningful feedback, your project team and stakeholders need background. Whether you have a fully developed project charter or a short PowerPoint deck, share what you have with the team. For the best results, provide the project document to the team a few days before the pre-mortem meeting.

Tip: For purposes of the pre-mortem, it’s better to keep the project plan brief.

#2 Introduce the Pre-Mortem

In an effective pre-mortem session, each person contributes ONE idea. By asking each person to focus on a single idea, they will be forced to prioritize the most significant challenge to the project. I recommend giving five to ten minutes to consider the question and make a few notes.

Tip: If your team has good experience with brainstorming, then you can build on that point. Pre-mortems and brainstorming both rely on openness to new and challenging ideas.

#3 Record Project Failure Factors

Go around the table and ask each person to share their project failure factors. During the listening stage, focus on listening to the comments. There will be plenty of time to evaluate the comments later. The only reason to make comments during this step is clarify how the failure factor works.

Focus the discussion on major problems that could destroy the project’s chances for success. Here are some examples to consider:

  • Vendor Failure – A vendor fails to keep their commitment to deliver software by an agreed date.
  • Project Sponsor Behavior -The project sponsor departs the firm to retire or take a role at a competitor.
  • Lack of Feedback Failure -Employees refuse to provide useful feedback during testing because they fear process improvement will cut employment.

Tip: Appoint one person to serve as the scribe. Their role is to capture all of the ideas and send out minutes after the meeting. Appointing one person to this task signals the importance of the pre-mortem.

#4 Evaluate Failure Factors

Following the pre-mortem meeting, start the evaluation process. Use two evaluation criteria to measure the failure factors.

Let’s use the example of a delayed delivery from a vendor as an example.

Likelihood: XYZ Vendor has delivered 18 of the past 20 software projects on time. The likelihood of late delivery on the current project is low.

Impact: Failure to receive the software package from XYZ Vendor would cause the project to miss the delivery deadline. The impact rating is high.

Assessment: One of the two criteria is rated as high so this problem requires further attention.

#5 Escalate Most Critical Problems to Project Sponsors

From time to time, it makes sense to seek assistance from the project sponsor. For large contracts with vendors, your sponsor may be the accountable executive for the vendor.

In any case, schedule a short meeting with the project sponsor to discuss the greatest threats to the project. Bring at least two possible solutions to the meeting so the executive has ideas to consider.

About the Author: Bruce Harpham writes on project management training at Project Management Hacks. His professional experience includes leading cost reduction projects at financial institutions. He earned a Master of Information Studies degree at the University of Toronto.

Linky

Agile Project Management Certification

The purpose of this article is to look into what PMI-ACP means and to provide you with information outlining the exam requirements, the exam content, and what you need to do to maintain your PMI-ACP certificate once you pass the exam.

What does PMI-ACP stand for?

PMI-ACP-ExamPMI-ACP is the PMI® certification that “recognizes an individual’s expertise in using agile practices in their projects, while demonstrating their increased professional versatility through agile tools and techniques”. (Project Management Institute).

In other words, once you pass the PMI-ACP, you are then considered a PMI Agile Certified Practitioner.  Passing the PMI-ACP Exam indicates to employers and others both inside and outside the Agile Community that you have demonstrated  experience working on Agile projects, and knowledge of Agile practices, principles, tools, and techniques.

Secondly, how can you be sure if taking the PMI-ACP Exam is the right step for you? First you need to have the desire to become a PMI-ACP. Next you need to verify that you meet the PMI-ACP certification requirements in four areas:

  • educational background,
  • general project experience,
  • Agile project experience,
  • training in Agile practices.

Certification Requirements

For educational background you need to have a secondary degree (high school diploma, associate’s degree or global equivalent).

In the area of general project experience you need at least 2,000 hours (12 months) of general project experience within the past five years. In the area of Agile project experience you need to have at least 1,500 hours (8 months) of experience working on project teams that specifically used Agile methodologies within the past three years. Keep in mind that you cannot count the same hours or projects towards general project experience that you do for Agile project experience.

Finally, in the area of training in Agile practices you need to have at least 21 Contact Hours. A Contact Hour is considered one hour of formal education, in this case formal education in Agile practices.

Once you have all of your general project and Agile project hours documented, and you have obtained your 21 contact hours, you are then ready to start your application to sit for the PMI-ACP Exam. You can complete the application online at www.pmi.org, or download a PDF copy of the application, fill it out and then submit it by mail. If you select to apply online you will have 90 days to complete the application. If you have already earned your PMP® or PgMP® credential then PMI has already verified you have fulfilled the 2000 hours of general project experience requirements to take the PMI-ACP® Exam, and this requirement will be waived.

PMI-ACP Exam

Now that you know what PMI-ACP stands for and what the requirements are to take the exam, what should you expect when it comes to the exam? The PMI-ACP Exam consists of 120 multiple choice questions that need to be answered within three hours. There are two areas of questions on the PMI-ACP® Exam. Half of the exam questions cover Agile tools and techniques, and the other half cover Agile knowledge and skills. Additional information on what is specifically covered on the PMI-ACP Exam can be found in the most current copy of PMI-ACP® Examination Content Outline. An excellent resource for studying toward the PMI-ACP Exam is the Agile Prepcast.

Once you take and pass the PMI-ACP Exam, you will need to focus on maintaining your certification. This is accomplished by obtaining at least 30 professional development units (PDUs) during your certification cycle, which is three years and starts the day you pass the PMI-ACP Exam.

A PDU is earned for each hour spent conducting activities in one of two divisions; education or giving back to the profession. You can earn all 30 PDUs with educational activities, but are limited to 20 PDUs per cycle for the giving back to the profession category. All activities in either category must be within the specialized area of Agile project activities in order to be counted towards maintaining your PMI-ACP certification. If you are already a certified PMP® or PgMP® you can claim Agile project activity PDUs toward maintaining your PMP or PgMP credential. So you still only need to earn 60 PDUs in total in three years, not 90. And remember that all PDU hours you earn towards your PMI-ACP certification must be in the area of Agile project activities.

Obtaining your PMI-ACP certificate demonstrates to others your knowledge of Agile practices, tools, and techniques. Make sure you understand PMI’s most current requirements to qualify to sit for the exam prior to starting the exam application process.

Linky

Project Manager – How to Integrate Social Media with your Projects

When considering social media for use as a communication tool on projects, there are many things to think about:

  • the purpose of using social media to manage projects
  • the benefits of adopting social media on projects
  • best practices when integrating social media with projects
  • privacy and security concerns
  • which social media channels to select
  • challenges in the workplace

Project Management SocialThis can be quite over-whelming. The purpose of this article, is to answer some questions about social media for project managers and to direct you to good resources for more information, education and implementation.

A fellow project management blogger, Tony Adams, summarised it very well when he said:

“social media is about investing the time and energy into developing long-lasting, personal relationships with your network.”

This applies whether we want to position ourselves as Thought Leaders or to connect with our project teams and stakeholders.

Let’s look at the questions that people need answers to before they will consider social media for projects.

How do you manage the information overload?

Too many communication tools can result in more interruptions and therefore more distractions, so you need to think about how to manage the various streams of information that social media tools open up to you in order to avoid information overload. It is a matter of trusting your team members and not having to monitor all conversations that are going on.

When it comes to instant messaging, you can store the output from chats. Your IM tool may have settings that sends the chat to you as an email after the session ends, so check if this is turned on and use it if it is available. These can then become project documents and can be stored and archived in the same way as meeting minutes.

Then there’s the matter of email (present on all projects) and then adding more social media channels on top of that. Consider using social media channels as pull communication where teams need to visit the project site in order to find and share project information that would benefit all. And publish the messages that are discussed on the social site, because people often need to hear/see the same thing several times before they believe it; so using several channels to repeat the same (consistent) message is appropriate. Don’t create confusion by saying different things on different channels.

What about the security implication concerns that many companies have?

Most people have smartphones with internet access and they can access social media whether the company allows it or not. It is better for a company to monitor and control access through policies and education by training them about the purpose of using selected social media channels.

Manage security by using tools that you can host in-house behind your firewall so they are not available to external audiences e.g. Yammer, Wikis. Also use tools that enable you to export your data when you need to or when the project is over.

However, if you cannot address security concerns adequately, don’t use social media tools if it doesn’t make sense or puts you in breach of agreements or policies.

How will you activate project managers to integrate social media onto their projects?

PM Social

Based on a better understanding of what platforms are available and how to use them for projects, you can determine and select the most appropriate tools to bring social software onto your projects.

Then make social media part of your communications plan and use it consistently with your team members to achieve the expected results.

Linky

Project Planning Software – Gantt Charts or Kanban?

By Bryan Barrow

project planningWhen I started out in project management one of my first roles was to produce project plans on behalf of the team. I liked playing around with software packages and since I had never worked with project planning software before, I was more than happy spending time figuring out how to use it.

That was the first time that I’d really started to work with Gantt charting tools. The market has changed in many ways since then. The market is changing again.

Project Planning Software

Kanban tools have emerged from the growth in use of Lean and Six-Sigma. The market for Kanban based project planning software is heating up, with several products now becoming trend-setters. The question for you is: should you follow that trend?

There are three reasons why you should think very carefully before making a move away from using Gantt charts if you run a significant number of projects in your organisation.

#1 Scenario Planing, Forecasting, Trend Analysis

The first reason is scenario planning, forecasting and the ability to analyse trends. The real power of project planning software comes from its modelling ability. It is a power that for the past 20 years has been under-exploited.

Three key features of traditional tools are:

  • “What-if” scenario planning
  • Baselining
  • Earned Value

These are standard features for most traditional planning tools; we still need them.

#2 Dependency Management

The second reason is dependency management. Your projects are now more likely to be delivered in partnership with third parties than ever before. As a result your project is more likely now to need good dependency management than ever before, especially if there is a commercial or contractual impact. Few projects use software to map and manage dependencies. This is likely to get worse with a move to Kanban, not better.

#3 Resource Management

The third reason is the ability to plan and manage resources. Resource planning and management is the number one problem for many organisations. The delays caused by resource bottlenecks can be better managed only when you are able to see all the resource demands across your entire resource pool.

Part of the solution is for organisations to be more aggressive in chopping out projects that are not viable, but the other part is in better resource management. Tools which allow you to visualise and manage resources across your entire portfolio is the answer, not visual tools.

Why you need project software training, not new tools

The one thing that underpins effective use of project management software is training. Yet it is not unusual for someone to be given access to some software but no training to go along with it. As the use of Agile methods grows in the IT community the role of the project management specialist is going to decline and with it we will see a reduction in the number of people who have more advanced planning skills.

People are even less likely to receive training in project management software if it’s seen as something that a team of people can do by updating a wall chart or an online Kanban tool, but there’s a world of difference between a group of people independently updating a centralised tool and a specialist independently interpreting the results, assessing whether the project is on track and directing actions based on the results.

So if you’re thinking about swapping from using a planning tool that uses Gantt charts towards a Kanban-based project planning tool, think again. You may be surprised at what you’re already missing.

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About the author: Project leadership expert Bryan Barrow works with Project Management Office (PMO) Managers, Project Directors and organisations that need to deliver more of their projects on time and within budget, so that they achieve their strategic objectives. Barrow is the author of The Project Planning Workshop Handbook: How to Plan Your Next Project so it Gets Delivered.