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 
Brian Hall, MPM, PMP
 When is a project in trouble?
 Getting things back on track
 The three P’s
 Timing
 Communicate
 No one's having any fun anymore
 No one knows when they will finish, and can’t even guess
 Product quality has plummeted and defects are on the rise
 Everyone is working long, hard hours
 Peer-pressure and management pressure is on the rise
 Customer confidence is lost
 Developers become defensive of their progress
 Project team (development, marketing, management, etc.) relationships
deteriorate… finger pointing
 Morale is at rock bottom
 Cancellation appears imminent
1. Cut the size of the project so it can be
completed within the time and effort planned
Or (usually best), COMBINE THESE THREE:
Drop a few features, increase productivity where
possible, slip the schedule as necessary
Three fundamental approaches:
2. Increase productivity by focusing on short-
term gains
3. Face the facts – slip the schedule, do damage
control, possibly cancel the project
 Recognize that significant action is
required
o Same ol’, same ol’ won’t work!
 Assess – figure out where you are
 Apply Theory-W analysis
o What do all stakeholders need at this
point?
o How does everyone Win?
Sponsor Bosses Developers End-Users Support
Quick
Schedule
No Overruns Interesting
Work
Loss of
Features
No Defects
Low Budget No Surprises Exploration of
New
Technology
User-friendly
Software
Good Docs.
Meets
Requirements
Successful
Project
No Grunt Work Fast Software Easy
Modifiability
A Life Robust
Software
Everyone Wins
7
Scope
Qualit
y
 Ask the team what needs to be done
o Involve everyone*
o Evaluate all ideas
 Be realistic about your team’s ability to
recover
o Avoid over-committing
o Objectively evaluate your ability to
estimate, and adjust accordingly
o Identify and fix the “why” if others are not
helping the project succeed
• Everyone onboard with Theory-W?
• Is there a power struggle going on?
• What are the priorities of the stakeholders?
o Could the reason for failure be beyond your
control… recovery plan, or not?
 Assess the “political situation”
 Three components (the 3 P’s)
o People… fix these problems and you will
get the most leverage toward getting the
project back on track
o Process… fix these problems or your
recovery plan will fail
o Product… getting the feature-set under
control and minimized is critical to
project/product stability
 Address the morale of the team
o Critical to productivity
o Potential Approaches
• Sacrifice the sacred cows
• Take explicit action that makes the
development team feel important
• Remove unreasonable schedule pressure
• Remove micro-management practices
 Deal with major leadership problems
o Is the project leader who got you in this
hole the right one to get you out?
o Identify where on the team the
leadership is weak
 Deal with “problem people”
Focus…
o Removing distractions wherever
possible
 Add people very carefully, if at all
o Brook’s Law: Adding people to a late
project is like pouring gasoline on fire!
o Consider adding only if project can be
partitioned to isolate new people
o Err on the side of NOT adding people
 Identify and Fix Classic Mistakes
o Stabilize product definition, design
o Shore up control and tracking
o Shore up accountability
o Validate product quality
o Verify (and re-verify) the new schedule
o Validate your tools
o Monitor progress with finer granularity
 Identify and fix things that are clearly
broken or not working
o Take decisive action
 Create “mini-milestones”
o Miniature, binary and exhaustive
• Miniature- completed in days, not weeks
• Binary- done or not done
• Exhaustive- when “last” is done, project is
done
 Record reasons for missed milestones
o Look for and fix underlying causes
16
 Track schedule progress meticulously
o Make sure “done” is 100% done
o Ask “the next question”
o Calibrate and recalibrate your schedule
o Expect additional work (over-time) to make
up slips on a mini-milestone
 Painstakingly manage risks
 Recalibrate the recovery plan after 1 or
2 weeks
o Don’t let things get away from you again
 Make every recovery schedule a
meaningful one
o Don’t give in to pressure or create “off-the-
cuff” estimates
o Implement minimum time delay to even
consider further change
 Stabilize the requirements
o Unstable, changing requirements may be
the root cause of all your problems
o May need to restart the requirements
phaseo Implement a rigid change evaluation
process for any further changes (Change
Management Plan)
o Relegate low-priority features to the next
release
 Trim the feature set
o Prioritize/Re-prioritize features
o Focus on features that create best possible
product at this time
o Systematic redesign and implementation
will reduce your risk!
 Take out the garbage
o Eliminate low quality components…
carefully!o Redo them from the beginning if they are
critically needed
o Use design and code reviews on every
module that you touch
 Systematically reduce and manage
further defects
o Track progress daily…
• #open, #fixed, #resolved
o Don’t try to take short-cuts… short-cutting
the fix inevitably results in more defects
o Make maintaining the build each day a top
priority
 Identify a known good state and build on
ito Use as base for further work
o Daily build and test cycle
o Consider a “developers on call” approach
o Too early – people won’t believe there is a
problem, so they won’t take your plan
seriously
 Need to find right balance between:
o Too late – you’re probably already in a
recovery mode, having implemented
numerous mini-plans, and your credibility
will already be damaged
 Stop and assess
 Recognize that things have to change
 Be sure you really understand the project requirements
 Break the project into smaller manageable “chunks”
 Reassess consistently
 Communicate, Communicate, Communicate!
Thank you!
Brian Hall, MPM, PMP
brian@educationpmp.com

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Project recovery

  • 2.  When is a project in trouble?  Getting things back on track  The three P’s  Timing  Communicate
  • 3.  No one's having any fun anymore  No one knows when they will finish, and can’t even guess  Product quality has plummeted and defects are on the rise  Everyone is working long, hard hours  Peer-pressure and management pressure is on the rise  Customer confidence is lost  Developers become defensive of their progress  Project team (development, marketing, management, etc.) relationships deteriorate… finger pointing  Morale is at rock bottom  Cancellation appears imminent
  • 4. 1. Cut the size of the project so it can be completed within the time and effort planned Or (usually best), COMBINE THESE THREE: Drop a few features, increase productivity where possible, slip the schedule as necessary Three fundamental approaches: 2. Increase productivity by focusing on short- term gains 3. Face the facts – slip the schedule, do damage control, possibly cancel the project
  • 5.  Recognize that significant action is required o Same ol’, same ol’ won’t work!  Assess – figure out where you are  Apply Theory-W analysis o What do all stakeholders need at this point? o How does everyone Win?
  • 6. Sponsor Bosses Developers End-Users Support Quick Schedule No Overruns Interesting Work Loss of Features No Defects Low Budget No Surprises Exploration of New Technology User-friendly Software Good Docs. Meets Requirements Successful Project No Grunt Work Fast Software Easy Modifiability A Life Robust Software Everyone Wins
  • 8.  Ask the team what needs to be done o Involve everyone* o Evaluate all ideas  Be realistic about your team’s ability to recover o Avoid over-committing o Objectively evaluate your ability to estimate, and adjust accordingly
  • 9. o Identify and fix the “why” if others are not helping the project succeed • Everyone onboard with Theory-W? • Is there a power struggle going on? • What are the priorities of the stakeholders? o Could the reason for failure be beyond your control… recovery plan, or not?  Assess the “political situation”
  • 10.  Three components (the 3 P’s) o People… fix these problems and you will get the most leverage toward getting the project back on track o Process… fix these problems or your recovery plan will fail o Product… getting the feature-set under control and minimized is critical to project/product stability
  • 11.  Address the morale of the team o Critical to productivity o Potential Approaches • Sacrifice the sacred cows • Take explicit action that makes the development team feel important • Remove unreasonable schedule pressure • Remove micro-management practices
  • 12.  Deal with major leadership problems o Is the project leader who got you in this hole the right one to get you out? o Identify where on the team the leadership is weak  Deal with “problem people”
  • 13. Focus… o Removing distractions wherever possible  Add people very carefully, if at all o Brook’s Law: Adding people to a late project is like pouring gasoline on fire! o Consider adding only if project can be partitioned to isolate new people o Err on the side of NOT adding people
  • 14.  Identify and Fix Classic Mistakes o Stabilize product definition, design o Shore up control and tracking o Shore up accountability o Validate product quality o Verify (and re-verify) the new schedule o Validate your tools
  • 15. o Monitor progress with finer granularity  Identify and fix things that are clearly broken or not working o Take decisive action  Create “mini-milestones” o Miniature, binary and exhaustive • Miniature- completed in days, not weeks • Binary- done or not done • Exhaustive- when “last” is done, project is done
  • 16.  Record reasons for missed milestones o Look for and fix underlying causes 16  Track schedule progress meticulously o Make sure “done” is 100% done o Ask “the next question” o Calibrate and recalibrate your schedule o Expect additional work (over-time) to make up slips on a mini-milestone
  • 17.  Painstakingly manage risks  Recalibrate the recovery plan after 1 or 2 weeks o Don’t let things get away from you again  Make every recovery schedule a meaningful one o Don’t give in to pressure or create “off-the- cuff” estimates
  • 18. o Implement minimum time delay to even consider further change  Stabilize the requirements o Unstable, changing requirements may be the root cause of all your problems o May need to restart the requirements phaseo Implement a rigid change evaluation process for any further changes (Change Management Plan)
  • 19. o Relegate low-priority features to the next release  Trim the feature set o Prioritize/Re-prioritize features o Focus on features that create best possible product at this time
  • 20. o Systematic redesign and implementation will reduce your risk!  Take out the garbage o Eliminate low quality components… carefully!o Redo them from the beginning if they are critically needed
  • 21. o Use design and code reviews on every module that you touch  Systematically reduce and manage further defects o Track progress daily… • #open, #fixed, #resolved o Don’t try to take short-cuts… short-cutting the fix inevitably results in more defects
  • 22. o Make maintaining the build each day a top priority  Identify a known good state and build on ito Use as base for further work o Daily build and test cycle o Consider a “developers on call” approach
  • 23. o Too early – people won’t believe there is a problem, so they won’t take your plan seriously  Need to find right balance between: o Too late – you’re probably already in a recovery mode, having implemented numerous mini-plans, and your credibility will already be damaged
  • 24.  Stop and assess  Recognize that things have to change  Be sure you really understand the project requirements  Break the project into smaller manageable “chunks”  Reassess consistently  Communicate, Communicate, Communicate!
  • 25. Thank you! Brian Hall, MPM, PMP brian@educationpmp.com