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Why CMS projects (still) fail…


                      … and what you can do about it




Why CMS projects (still) fail
Nov 2012                            1
Why CMS projects (still)
fail Nov 2012              2
                               hendriko
Failure can be
        ambiguous
Why CMS projects (still)
fail Nov 2012              3
                               Bitman
Beware of agendas!




Why CMS projects (still) fail
Nov 2012                                4
Story of a Project

Why CMS projects (still) fail
Nov 2012                        5
Projects Fail




Why CMS projects (still)
fail Nov 2012              6
                                               pri.studio360
Complex stakeholders

Deal with intangibles

High visibility

Immature foundations
                                        Web Projects
Merge into operations

Anyone can build a “website”…
… but not one that scales, runs reliably,
operates desired editorial processes, etc
  Why CMS projects (still)
  fail Nov 2012                 8
                                                   pri.studio360
Project
                    Management
                     Literature
Why CMS projects (still) fail
Nov 2012                        9
Poor link to organisational
        objectives
Why CMS projects (still)
fail Nov 2012              10
                                lsie esq.
Unclear scope and
                                  requirements




Why CMS projects (still)
fail Nov 2012              11
                                               Green-Ghost
Lack of executive
                           commitment / involvement




Why CMS projects (still)
fail Nov 2012              12
                                                jurvetson
Unmanaged change




 Why CMS projects (still)
 fail Nov 2012              13
                                 Hamed Saber
Unmanaged risks
                            (often undiscussables)
Why CMS projects (still)
fail Nov 2012              14
                                                 qmnonic
Poor communications
                                  (internal and external)




Why CMS projects (still)
fail Nov 2012              15
                                                       aturkus
Unrealistic estimates,
schedules, staffing, tools




Why CMS projects (still)
fail Nov 2012                16
So what?
    We already know all this stuff.


Why CMS projects (still) fail
Nov 2012                        17
We lose touch with reality as
                                         we estimate, negotiate,
                                             track progress, …
 Project failures become
apparent when we run into
          reality
          Note: The failure actually happened long
                  before it became apparent.

          To avoid disaster, identify the failure while
            it can be remedied and learned from.
                                 Complexity, optimism, power
                               games, cognitive biases, fear all
                                    exacerbate the problem

      Much project management is
      about building mechanisms to
         keep in touch with reality18
 Why CMS projects (still)
 fail Nov 2012
                                                              Simon Schoeters
Because projects are run by people…




Why don’t we recognise
      failures earlier?
Why CMS projects (still)
fail Nov 2012               19
                                                    Marcin Wichary
Overconfidence
Why CMS projects (still)
fail Nov 2012              20
                                jack_spellingbacon
Oversimplification

Why CMS projects (still)
fail Nov 2012              21
                                           futureatlas.com
Avoiding pain




Why CMS projects (still)
fail Nov 2012              22
                                annia316
Anchoring




Why CMS projects (still)
fail Nov 2012                  23
                                       kainet
Confirmation
                                        bias




Why CMS projects (still)
fail Nov 2012              24
                                         Antoaneta
Why CMS projects (still)
                            Repetition bias
fail Nov 2012              25
                                              Madzik
Perceptual biases




Why CMS projects (still)
fail Nov 2012              26
                                             condour
Why CMS projects (still)
fail Nov 2012              27
                                lostajy
What can we do?

Why CMS projects (still) fail
Nov 2012                        28
Control parameters
             Baseline                      Criteria        Reference              Feedback
                                                           Models                 to improve
                                                                                  reference
                                                                                  models




Inputs                             Review execution           Outputs

Artefacts & other                          Analysis Loop
items to review, plus                                         Go / No -go   Improved
supporting details.                                           decision.     artefacts.




                         Recommendations to
                        improve review artefacts           Reviews
 Why CMS projects (still)
 fail Nov 2012                                        29
                                                                                         AlphaGeek
Iterations

Why CMS projects (still)
fail Nov 2012              30
                                oskay
Metrics




Why CMS projects (still)
fail Nov 2012              31
                                          kakutani
Plan for change
(Plan as guide, not crutch)




Why CMS projects (still)
fail Nov 2012                 32
                                   sidstamm
Understand boundary between
          project and operations
Why CMS projects (still)
fail Nov 2012              33
Communicate




Why CMS projects (still)
fail Nov 2012                 34
                                         ky_olsen
Summary                               Two types of failure
                                a) Failure you learn from
                                b) Failure that kills you

 We engage with risks to achieve rewards

 Sometimes the risks win

 Complexity and intangibility exacerbate the risks

 We recognise failure when we run into reality

 If we keep in touch with reality, the bump is less dramatic

 Watch reality, not the plan
Why CMS projects (still) fail
Nov 2012                         36
Thank You
graham@grahamoakes.co.uk
@GrahamDOakes




Why CMS projects (still) fail
Nov 2012                        37
Graham Oakes Ltd
 Making sense of technology…
     Many organisations are caught up in the
      complexity of technology and systems.
     This complexity may be inherent to the
      technology itself. It may be created by the pace of technology change. Or it may arise from
      the surrounding process, people and governance structures.
     We help untangle this complexity and define business strategies that both can be
      implemented and will be adopted by people throughout the organisation and its partner
      network. We then help assure delivery of implementation projects.
 Clients…
        Cisco Worldwide Education – Architecture and research for e-learning and educational systems
        Council of Europe – Systems for monitoring compliance with international treaties; e-learning systems
        Dover Harbour Board – Systems and architecture review
        MessageLabs – Architecture and assurance for partner management portal
        National Savings & Investments – Helped NS&I and BPO partner develop joint IS strategy
        The Open University – Enterprise architecture, CRM and product development strategies
        Oxfam – Content management, CRM, e-Commerce
        Thames Valley Police – Internet Consultancy
        Sony Computer Entertainment – Global process definition
        Amnesty International, Endemol, tsoosayLabs, Vodafone, …


Why CMS projects (still) fail
Nov 2012                                              38

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JBoye: Why cms projects still fail - 20 nov 2012

  • 1. Why CMS projects (still) fail… … and what you can do about it Why CMS projects (still) fail Nov 2012 1
  • 2. Why CMS projects (still) fail Nov 2012 2 hendriko
  • 3. Failure can be ambiguous Why CMS projects (still) fail Nov 2012 3 Bitman
  • 4. Beware of agendas! Why CMS projects (still) fail Nov 2012 4
  • 5. Story of a Project Why CMS projects (still) fail Nov 2012 5
  • 6. Projects Fail Why CMS projects (still) fail Nov 2012 6 pri.studio360
  • 7. Complex stakeholders Deal with intangibles High visibility Immature foundations Web Projects Merge into operations Anyone can build a “website”… … but not one that scales, runs reliably, operates desired editorial processes, etc Why CMS projects (still) fail Nov 2012 8 pri.studio360
  • 8. Project Management Literature Why CMS projects (still) fail Nov 2012 9
  • 9. Poor link to organisational objectives Why CMS projects (still) fail Nov 2012 10 lsie esq.
  • 10. Unclear scope and requirements Why CMS projects (still) fail Nov 2012 11 Green-Ghost
  • 11. Lack of executive commitment / involvement Why CMS projects (still) fail Nov 2012 12 jurvetson
  • 12. Unmanaged change Why CMS projects (still) fail Nov 2012 13 Hamed Saber
  • 13. Unmanaged risks (often undiscussables) Why CMS projects (still) fail Nov 2012 14 qmnonic
  • 14. Poor communications (internal and external) Why CMS projects (still) fail Nov 2012 15 aturkus
  • 15. Unrealistic estimates, schedules, staffing, tools Why CMS projects (still) fail Nov 2012 16
  • 16. So what? We already know all this stuff. Why CMS projects (still) fail Nov 2012 17
  • 17. We lose touch with reality as we estimate, negotiate, track progress, … Project failures become apparent when we run into reality Note: The failure actually happened long before it became apparent. To avoid disaster, identify the failure while it can be remedied and learned from. Complexity, optimism, power games, cognitive biases, fear all exacerbate the problem Much project management is about building mechanisms to keep in touch with reality18 Why CMS projects (still) fail Nov 2012 Simon Schoeters
  • 18. Because projects are run by people… Why don’t we recognise failures earlier? Why CMS projects (still) fail Nov 2012 19 Marcin Wichary
  • 19. Overconfidence Why CMS projects (still) fail Nov 2012 20 jack_spellingbacon
  • 20. Oversimplification Why CMS projects (still) fail Nov 2012 21 futureatlas.com
  • 21. Avoiding pain Why CMS projects (still) fail Nov 2012 22 annia316
  • 22. Anchoring Why CMS projects (still) fail Nov 2012 23 kainet
  • 23. Confirmation bias Why CMS projects (still) fail Nov 2012 24 Antoaneta
  • 24. Why CMS projects (still) Repetition bias fail Nov 2012 25 Madzik
  • 25. Perceptual biases Why CMS projects (still) fail Nov 2012 26 condour
  • 26. Why CMS projects (still) fail Nov 2012 27 lostajy
  • 27. What can we do? Why CMS projects (still) fail Nov 2012 28
  • 28. Control parameters Baseline Criteria Reference Feedback Models to improve reference models Inputs Review execution Outputs Artefacts & other Analysis Loop items to review, plus Go / No -go Improved supporting details. decision. artefacts. Recommendations to improve review artefacts Reviews Why CMS projects (still) fail Nov 2012 29 AlphaGeek
  • 29. Iterations Why CMS projects (still) fail Nov 2012 30 oskay
  • 30. Metrics Why CMS projects (still) fail Nov 2012 31 kakutani
  • 31. Plan for change (Plan as guide, not crutch) Why CMS projects (still) fail Nov 2012 32 sidstamm
  • 32. Understand boundary between project and operations Why CMS projects (still) fail Nov 2012 33
  • 33. Communicate Why CMS projects (still) fail Nov 2012 34 ky_olsen
  • 34. Summary Two types of failure a) Failure you learn from b) Failure that kills you  We engage with risks to achieve rewards  Sometimes the risks win  Complexity and intangibility exacerbate the risks  We recognise failure when we run into reality  If we keep in touch with reality, the bump is less dramatic  Watch reality, not the plan Why CMS projects (still) fail Nov 2012 36
  • 35. Thank You graham@grahamoakes.co.uk @GrahamDOakes Why CMS projects (still) fail Nov 2012 37
  • 36. Graham Oakes Ltd  Making sense of technology…  Many organisations are caught up in the complexity of technology and systems.  This complexity may be inherent to the technology itself. It may be created by the pace of technology change. Or it may arise from the surrounding process, people and governance structures.  We help untangle this complexity and define business strategies that both can be implemented and will be adopted by people throughout the organisation and its partner network. We then help assure delivery of implementation projects.  Clients…  Cisco Worldwide Education – Architecture and research for e-learning and educational systems  Council of Europe – Systems for monitoring compliance with international treaties; e-learning systems  Dover Harbour Board – Systems and architecture review  MessageLabs – Architecture and assurance for partner management portal  National Savings & Investments – Helped NS&I and BPO partner develop joint IS strategy  The Open University – Enterprise architecture, CRM and product development strategies  Oxfam – Content management, CRM, e-Commerce  Thames Valley Police – Internet Consultancy  Sony Computer Entertainment – Global process definition  Amnesty International, Endemol, tsoosayLabs, Vodafone, … Why CMS projects (still) fail Nov 2012 38

Editor's Notes

  1. 5 mins intro & caveats25 mins exercise 5 mins surface issues – web projects10 mins project management failure points10 mins human traits that keep us from reality10 mins what we can do10 mins retelling the story----------75 mins
  2. Peel away several layers to failure: Surface reasons – the symptoms we see Underlying causes – the reasons the PM literature tells you about Root cause – why those underlying causes keep happening, even though we’ve known about them for decades(one of these at the core, driven by several factors)
  3. Channel TunnelOver budget; late; bankrupted the company which built itEngineering masterpieceWhat does “failure” mean?
  4. 10 minsBreak into groups of 4-5 peopleImagine you’re at the end of a CMS migration (either new CMS or version upgrade) & site redesign projectWhat has just happened?What happened before that?And so on – back to the “start” of the project.Eg – draw these onto hexiesSite is being actively used by group of editorsEditor induction & supportSite liveLaunch content addedContent migrated from old siteAdd new servers & reconfigure site to use themSite failed under loadSite liveLaunch contentContent migrated from old siteBeta site liveAcceptance tests passedNew sw releaseBug fixesAcceptance tests failed15 minsTell the story of your projectWhat went wrong?What might have gone wrong?
  5. All types of projects fail – engineering, IT, web, …Projects are by definition risky – they’re non-standard, one-off endeavours.We take on risks to achieve rewards. Sometimes the risks win.
  6. All types of projects fail – engineering, IT, web, …Projects are by definition risky – they’re non-standard, one-off endeavours.We take on risks to achieve rewards. Sometimes the risks win.
  7. Why projects fail (Chaos, OGC, book)Poor link between project and organisational objectivesUnclear scope & requirements – keep it fuzzy for political or other reasonsLack of executive commitment and involvement – they have to clear obstacles, set prioritiesUnrecognised change – to context (org objectives, competition, user requirements), scope, etc Unmanaged risks – often the undiscussablesPoor communications – within team, between team and sponsor, between team and external stakeholdersUnrealistic estimates, schedules, staffing / unrealistic assessment of tools and vendors
  8. Why projects fail (Chaos, OGC, book)Poor link between project and organisational objectivesUnclear scope & requirements – keep it fuzzy for political or other reasonsLack of executive commitment and involvement – they have to clear obstacles, set prioritiesUnrecognised change – to context (org objectives, competition, user requirements), scope, etc Unmanaged risks – often the undiscussablesPoor communications – within team, between team and sponsor, between team and external stakeholdersUnrealistic estimates, schedules, staffing / unrealistic assessment of tools and vendors
  9. Why projects fail (Chaos, OGC, book) Poor link between project and organisational objectivesUnclear scope & requirements – keep it fuzzy for political or other reasonsLack of executive commitment and involvement – they have to clear obstacles, set prioritiesUnrecognised change – to context (org objectives, competition, user requirements), scope, etc Unmanaged risks – often the undiscussablesPoor communications – within team, between team and sponsor, between team and external stakeholdersUnrealistic estimates, schedules, staffing / unrealistic assessment of tools and vendors
  10. Why projects fail (Chaos, OGC, book)Poor link between project and organisational objectivesUnclear scope & requirements – keep it fuzzy for political or other reasonsLack of executive commitment and involvement – they have to clear obstacles, set prioritiesUnrecognised change – to context (org objectives, competition, user requirements), scope, etc Unmanaged risks – often the undiscussablesPoor communications – within team, between team and sponsor, between team and external stakeholdersUnrealistic estimates, schedules, staffing / unrealistic assessment of tools and vendors
  11. Why projects fail (Chaos, OGC, book)Poor link between project and organisational objectivesUnclear scope & requirements – keep it fuzzy for political or other reasonsLack of executive commitment and involvement – they have to clear obstacles, set prioritiesUnrecognised change – to context (org objectives, competition, user requirements), scope, etc Unmanaged risks – often the undiscussablesPoor communications – within team, between team and sponsor, between team and external stakeholdersUnrealistic estimates, schedules, staffing / unrealistic assessment of tools and vendors
  12. Why projects fail (Chaos, OGC, book)Poor link between project and organisational objectivesUnclear scope & requirements – keep it fuzzy for political or other reasonsLack of executive commitment and involvement – they have to clear obstacles, set prioritiesUnrecognised change – to context (org objectives, competition, user requirements), scope, etc Unmanaged risks – often the undiscussablesPoor communications – within team, between team and sponsor, between team and external stakeholdersUnrealistic estimates, schedules, staffing / unrealistic assessment of tools and vendors
  13. Why projects fail (Chaos, OGC, book)Poor link between project and organisational objectivesUnclear scope & requirements – keep it fuzzy for political or other reasonsLack of executive commitment and involvement – they have to clear obstacles, set prioritiesUnrecognised change – to context (org objectives, competition, user requirements), scope, etc Unmanaged risks – often the undiscussablesPoor communications – within team, between team and sponsor, between team and external stakeholdersUnrealistic estimates, schedules, staffing / unrealistic assessment of tools and vendors
  14. But we know all this stuff, and have known it for decades. Why aren’t we fixing it?The problem is in the timing:Running into reality makes the failures apparent – they actually happened a long time ago.To avoid disaster – catch them quickly, while they can be remedied and learned from.Why don’t we do this?
  15. Why don’t we recognise failures earlier? Because projects are run by people.
  16. Real issue is the perceptual and related biases that keep us from realityOverconfidence – all think we’re better than averageOversimplification – we build simple mental models to deal with reality, then treat them as realityAvoiding pain – put off unpleasant stuff in hope it will never happen (often happens even worse)E.g. avoid confrontation, avoid sense of “loss of mastery” / “loss of face”, cultural taboosConfirmation bias – look for info that confirms our judgementsRepetition bias – say it often enough & we’ll believe it ourselvesPerceptual biases – don’t recognise gradual trends until too late
  17. Real issue is the perceptual and related biases that keep us from realityOverconfidence – all think we’re better than averageOversimplification – we build simple mental models to deal with reality, then treat them as realityAvoiding pain – put off unpleasant stuff in hope it will never happen (often happens even worse)E.g. avoid confrontation, avoid sense of “loss of mastery” / “loss of face”, cultural taboosConfirmation bias – look for info that confirms our judgementsRepetition bias – say it often enough & we’ll believe it ourselvesPerceptual biases – don’t recognise gradual trends until too late
  18. Real issue is the perceptual and related biases that keep us from realityOverconfidence – all think we’re better than averageOversimplification – we build simple mental models to deal with reality, then treat them as realityAvoiding pain – put off unpleasant stuff in hope it will never happen (often happens even worse)E.g. avoid confrontation, avoid sense of “loss of mastery” / “loss of face”, cultural taboosConfirmation bias – look for info that confirms our judgementsRepetition bias – say it often enough & we’ll believe it ourselvesPerceptual biases – don’t recognise gradual trends until too late
  19. Real issue is the perceptual and related biases that keep us from realityOverconfidence – all think we’re better than averageOversimplification – we build simple mental models to deal with reality, then treat them as realityAvoiding pain – put off unpleasant stuff in hope it will never happen (often happens even worse)E.g. avoid confrontation, avoid sense of “loss of mastery” / “loss of face”, cultural taboosConfirmation bias – look for info that confirms our judgementsRepetition bias – say it often enough & we’ll believe it ourselvesPerceptual biases – don’t recognise gradual trends until too late
  20. Real issue is the perceptual and related biases that keep us from realityOverconfidence – all think we’re better than averageOversimplification – we build simple mental models to deal with reality, then treat them as realityAvoiding pain – put off unpleasant stuff in hope it will never happen (often happens even worse)E.g. avoid confrontation, avoid sense of “loss of mastery” / “loss of face”, cultural taboosConfirmation bias – look for info that confirms our judgementsRepetition bias – say it often enough & we’ll believe it ourselvesPerceptual biases – don’t recognise gradual trends until too late
  21. Real issue is the perceptual and related biases that keep us from realityOverconfidence – all think we’re better than averageOversimplification – we build simple mental models to deal with reality, then treat them as realityAvoiding pain – put off unpleasant stuff in hope it will never happen (often happens even worse)E.g. avoid confrontation, avoid sense of “loss of mastery” / “loss of face”, cultural taboosConfirmation bias – look for info that confirms our judgementsRepetition bias – say it often enough & we’ll believe it ourselvesPerceptual biases – don’t recognise gradual trends until too late
  22. These combine with organisational and political pressures (exacerbated by complex stakeholders)Politics exacerbates fears of loss of face and etcOrganisations reward overconfidenceOrganisations repeat the messageGroupthink creates overconfidence
  23. Keeping in touch – Independent viewpointReviews
  24. Keeping in touch – Iterations = clear, tangible visibilityAGILE – e.g. lots of SCRUM at JBOYE
  25. Keeping in touch – Metrics
  26. Keeping in touch – Plan with a view to keep track of where we are, not to follow slavishly – Think visibility, not adherence to plan…
  27. Keeping in touch – Watch for programmes (fuzzy deliverables & ongoing rather than point in time delivery) – Change the organisation go into production – reporting, metrics, pace, etc all changeKANBAN
  28. Keeping in touch – Communication = listening, not talking
  29. Redesign your projects to keep in touch with realityWhat new problems might this cause?
  30. To learn from failure, you want it to happen in small, frequent increments – that’s the type you can learn from.To do this, you need to be constantly watching for it.