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Tag: Team

How to elude the congruent mishap?

It is summer! Time to get home improvement projects done. I came across a social media post that caught my attention. One of my neighbors shared pictures of their recently painted cabinets. The posting included before and after images plus the contractor name (XYZ Company). Impressed, I reached out to the same contractor and requested a painting estimate. In the interim, I reached out to my neighbor to check if I could look at the painted cabinets in person.

Me: The backsplash looks great!
Neighbor: Thanks! XYZ Company did a splendid job!
Me (Surprised): The contractor mentioned to me that they do not do a backsplash.
And the conversation kept continuing. More discrepancies popped up between services communicated to both of us. Nevertheless, we kept discussing the details like the colors, rates, and such.

Light bulb moment:
Me: Is the XYZ Company located in suburb A?
Neighbor: Oh no, they are in suburb B.
There you go! We were talking about two different contractors that have the same name (XYZ Company)!

Bringing this together in the business analysis world:

There are numerous instances when one term may have different meanings. The meaning of these terms can vary depending on the project/stakeholder/organization. Here are a few steps we can take as a business analyst (BA) to avoid going down a rabbit hole in a conversation:

1. Never make assumptions: At the start of a meeting, confirm the facts gathered are accurate. Take this a step further to define the terms or acronyms within the project context.
Example: Part and Product might mean the same for a project. A Part might be a component; A Product might be a finished product in another instance.

2. Ask the right questions: You hear a term come up multiple times in meetings. You know what this term means. Do not stop there! Ask questions. Use your BA skills to draw out contextual details during conversations. Build a complete picture of this term and its significance.
Example: Is this a term that is popular in your organization? Is this a term used in discussions relevant to a specific system? Is this a term used in day-to-day conversations?
In my scenario above, if only I had asked more questions at the beginning. If only I had confirmed the name of the contractor plus the address! It would have saved some time for both of us.

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3. Check-in: Introduce checkpoints to ensure all the team members are on the same page.
Example: Say you see a demonstration of new functionality for a system. A new term has emerged during the meeting. Add this to a dictionary with a definition (definition does not have to be perfect!). Encourage the stakeholders to validate this dictionary at regular intervals. Reviewing these terms towards the end of the project is too late.

4. Highlight it: When sharing meeting notes, include a section for terms and definitions. Add another section for acronyms and their abbreviations. Color code any new terms/words. Highlight updated definitions. Create a list of slang phrases used within the team.
Example: Who knew GOAT did not mean an animal but “Greatest of all time”? Same term but different meaning.

Conclusion:
Have you encountered a situation where the communication was relating to 1-2-3? But the team understood it as 3-2-1? What steps did you take to clear the confusion and get everyone on the same page?

Paraphrasing a quote based on my experience stated above:
XYZ Company was like two sites in the same business, but with different services. So different, yet so similar in their offering

Breaking Through the Stakeholder Surface

The Stakeholder Blueprint

Stakeholders are an important component of the business ecosystem, and especially important to initiatives, as they include any individual person or group that has any sort of connection to the business need or change at hand. Stakeholders can have a straight-forward connection to the initiative, or be a more complex and challenging piece. Stakeholders are not always the person or group with the easiest road of access, and overcoming challenges and barriers with stakeholders can build trust and facilitate meaningful business relationships and engagement.

Speaking the language of stakeholders is about understanding not only what is obviously promoted and agreed, but also about listening to what is not said. Within stakeholder silence can be hesitation, but it could also be unspoken agreement and support, or even untapped input. Not all stakeholders speak the same language, and it may depend on the initiative and accompanying environment. Understanding environment is important, as well as having self awareness to ensure no assumptions are made on perception of stakeholders.

Everyone knows the phrase, “watch out for those quiet ones”. In the landscape of stakeholders, it is not always a reliable approach to accept the loud voices of support as loyal, and the quiet ones as adversity. Understanding different communication needs can help to elicit not only requirements, but important business information to help with the initiative. This means not only thinking, but also performing and prioritizing outside of the box.

The Unlikely Mentor

Within stakeholder groups, there could be many different types of business relationships. Mentors can come in all shapes and at all career milestones. You may have spent some time focusing on one particular area of your organizational structure to find a mentor, only to happen upon your best ambassador and catalyst of growth from an unexpected network connection.

Mentoring as a professional input has changed over the years, and no longer is represented by the one-dimensional approach of an employee with seasoned expertise providing wisdom to a junior, within a specific organizational facet. Mentoring can be from one or many blended sources, allowing the optimal blend of experience, perspectives and advice to inspire multi-directionally. It is no longer the formal, stuffy documented professional connection and more modernly exists in a fluid, dynamic environment that fits more to the organic professional environment and multiple avenues of existing career paths.

Cohesion and the Business Need

Mapping stakeholder personas is an important Business Analysis technique in identifying specific sources, decisions and choices for involvement to the initiative. Keeping touchpoints open and approaches objective helps to elicit valuable information for projects and maintain a team’s engagement and value.


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When leading teams through initiatives and keeping communication central, there may be times when information is not always easy to unpack. Depending on the initiative, challenging group conversations about outcomes may come up time-to-time, such as the sometimes “unpopular” outcomes of:

  •      Doing Nothing
  •      Accepting sunk cost

These outcomes can divide stakeholders, make some nervous, and may even inspire a reaction to perceived setbacks, even if they are indeed the best options. With the right communication though, these may actually allow for important reconfigurations for stakeholders to find a new perspective. That environment of honesty and trust can directly impact another future initiative, or even exist in understanding business needs, and how something such as “doing nothing” may prevent loss from continuing to pursue an initiative that delivers low-value.

Keeping stakeholders informed and direction honest can:

  •      Enhance elicited information
  •      Build trust
  •      Create better business relationships
  •      Solidify cohesion in the delivery of any outcome

When the team has the same view, the road to travel there is easier.

Delivering Excellence Even When You Dislike the Client

Ever had those times when you knew you were performing at your highest level and you just weren’t connecting with the project client? It is not easy, giving 100% to those who don’t seem to like you or don’t seem to appreciate the effort.

 

I’ve been there. I had one client who said they didn’t like me. My tech lead said, “You don’t even know Brad.” Their response? “We are paying $150 / hour (my company’s charge rate at the time for a PM on a project) and we have a limited budget.”

What did I do? I decreased the visibility of my role, cut my travel out of deliverables and onsite meetings and made them feel a whole lot more comfortable. I could still manage the project effectively and they saved money in the process. Then they loved me, and we finished the project under budget and with a nice high profit margin. Win-win.

So, I’m not so much looking at this from the angle of us not liking the client, but rather the relationship just not being  A+. Perhaps they are very difficult, and you just don’t like them. Whatever the case… how do you go forward, manage the project, team and customer effectively and eventually deliver a winning project? Let’s look at some steps or ideas on how to get there…

Go through the motions. This sounds bad, but it’s true. In this scenario you basically put your head down and run-on auto pilot using the best practices knowledge you’ve gained through years of experience and keep your eye on the prize of a successful project delivery despite the adversity and consider it a huge win if you do. This doesn’t mean you don’t think and manage and be strategic. It means you go solo with your team as much as possible and involve the customer as little as possible. This goes against my overall feelings that customer participation is a huge part of the successful project equation. But if this gets you through it, it’s better than any project confrontation if it helps avoid it.

Suck it up and be responsive. In this scenario, you put a smile on your face and put aside every difference you might have and pretend that the customer smells like roses… or just always picture them in their underwear… in a non-pervasive way. Sort of like they told you how to get through those first big presentations in your personal or professional life without fainting or wetting yourself. Remember that first college speech or whatever? Use that… you can make it!


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Give some things away. You can take the high road, turn the other cheek, and kill them with niceness. You still will not like the customer, but they end up loving you and that’s half the battle. Give something or several things away for free knowing you probably end up winning in the end because of it. They (the customer) become more cooperative – if that was a problem – you get past some issues and get things accomplished. You do not have to give away a lot, but make sure it is known that it is being given away. There is nothing worse than suffering through a project – giving things away to make better things happen – only to keep the pain and suffering going because they don’t realize they are receiving a “gift.” The gift giver usually should not brag or boast or point this out – but in this case you need to in some not too subtle way, so you don’t keep pulling your hair out.

Never forget to rely on your support team. Finally, never forget to rely on your team. They are not the problem, and you must take the blinders off and managing the whole big picture, not just your frustrating situation with the client. Otherwise, you’ll end up taking it back to your wife and if she has to listen to it for too long she might kill you in your sleep! I’ve been there. Seriously, though… your team is assembled with pros who have felt this way themselves. If they say they haven’t ever – then they are probably lying. So, rely on them to keep you from getting too aggressive with the customer – let them step in when needed and take the lead so you don’t have to show frustration and can keep your game face on throughout the engagement. After all, the customer isn’t likely to feel too comfortable with a PM that basically wants to smack them every time they talk. You can think it, but do not let it show and hide behind your project team when necessary to make it through. They are your 10 step support group.

Summary / call for input

So there you have it. My opinions and steps and thoughts on how to make it work when you and the client – for whatever reason – are not really the best of friends. It can make for a long 3 months, or 6 months, or even 2 years depending on how long the engagement lasts… but just because you do not like each other doesn’t mean you can’t win on the project. If that were the case none of us would have very many Facebook friends from our high school days. And now some of those are the most fun Facebook friends to have, right? And now you get along!

Readers – what are your thoughts? Have you ever had those strained project relations that you have had to punch your way through and basically grin and bear it till the end no matter how the yucky customer treated you or no matter how much you didn’t like them? Life is not just always coming up roses and it can be hard. Managing projects is nearly always hard, not always fun, and sometimes it can be a nightmare. But there is usually a light at the end of the tunnel. Even a marathon ends after 26.2 miles even though you are sure you will fall dead first!