Saturday, May 12, 2012

Learning from a Project “Post-mortem”

I work in the financial industry where there are an abundance of rules and regulations, and disclosure laws, so I am uncomfortable talking about anything work related.  So, for this assignment I am writing about a personal undertaking from years past. 

A long time ago two of my friends and I decided to leave home and plan a life without family, we were young and obviously not very thoughtful back then.   We started the planning for this move six months before we actually left; we were waiting until we were all 18 years of age.   

Our planning involved coordinating travel to Paris, we lived in England.  The travel plans incorporated local travel to get to a bus station, then taking a bus in to London, taking another bus to Dover (coast), and taking a hovercraft to France, then taking a train into Paris, and finally making our way to the hotel.  This may not seem so daunting, but to three inexperienced, naive, and not so independent young girls it was a lot to handle.  Besides the travel plans, we had to determine what personal items we would bring, the best time and day to leave without drawing attention, and allocate a budget for travel, personal expenses, meals, and more.

We had some success in planning the travel arrangements.  Back then none of us had computers or mobile phones as they were not as commonplace as they are now, so we could not conduct any research on our own.   We went to a travel agency where everything was coordinated for us.  I say some success because we did not visit more than one travel agency, so have no way of knowing if the cost was reasonable.  But we did know to contact and use the resource rather than trying to reserve multiple tickets ourselves.

Conducting the Post-mortem as recommended by The Project Management Minimalist:  Just enough PM to Rock Your Projects!

In comparing our planning and recommended best practices it is easy to see how this project did not succeed.

Phase 1 – Determine Need and Feasibility
We as the stakeholders decided there was a need to do this, affected parties were not advised.
We did not plan for any unknowns or have any contingency plans.
We did not even consider how much money we would need.

Phase 2 – Create Project Plan
Travel was coordinated but we did not plan for long term as in jobs, income, living expenses, education, language barriers, or even a long term roof over our heads. We just assumed it would all fall into place.
Project schedule was really non-existent; it only covered the first week.

Phase 3 – Create Specifications for Deliverables
We did not assign each other tasks such as responsibility for budgeting or finding a place to live.
We did not have any responsibilities assigned to look for jobs.

Phase 4 – Create Deliverables
Since we were not actively assigning tasks there were no tasks to track or to communicate.
Since we did not plan for constraints or managing risks, we did not know how to react to problems when they arose.

Phase 5 – Test and Implement Deliverables
Without proper planning and without having any strategies or techniques defined a project cannot be effective.  We ran out of money, had nowhere to live and no projected income because of the lack of planning.

Planning for this project should have included more brainstorming sessions during the initial discussions to identify all that would need to be considered, and to have workarounds for issues that could have been thought of.  Budgets should have been prepared and expenses realized.  We did not have the knowledge back then to document or track progress but best practices now suggest using artifacts to make projects more successful, artifacts that would have been beneficial in this project are:

Responsibility / Accountability Matrix
Work Breakdown Structure
Resource and Cost Estimates
Project Schedule with Timelines
More Communication


Reference:

Greer, M. (2010). The Project Management Minimalist: Just Enough PM to Rock Your Projects! Laureate Education, Inc. Retrieved from https://class.waldenu.edu/bbcswebdav/institution/USW1/201260_02/MS_INDT/EDUC_6145/Week%202/Resources/Week%202%20Resources/embedded/pm-minimalist-ver-3-laureate.pdf






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